Stocks / Food & Consumer Staples
PMFood & Consumer Staples
Philip Morris International Inc.
$190.481d -0.5%5d +0.2%settled close · 2026-09-17
Mkt cap $255B (3/25)β -0.1952w $144–198Shares 1.56BInd. CigarettesNYSE since 2008Emp. 84,900HQ Stamford, CTpmi.com
The tape, with the calls on it
Who said what, and what PM did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about PM
5 longlatest 2026-04-16
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-04-16 | Thomas RussoManaging Member, Gardner Russo & Quinn | Bullish | Tom Russo | Philip Morris has committed $12B plus $4B in acquisitions to replace combustion with heat-not-burn (IQOS) and… |
| 2026-03-17 | Terry SmithFounder & CIO, Fundsmith | Bullish | Fundsmith LLP UK | Philip Morris is the structural leader in reduced-risk tobacco products—heat-not-burn and nicotine… |
| 2018-02-26 | Thomas RussoManaging Member, Gardner Russo & Quinn | Bullish | Tom Russo | Philip Morris invested $2.5B to develop IQOS heat-not-burn, willingly destroying near-term reported profits… |
| 2017-09-19 | Thomas RussoManaging Member, Gardner Russo & Quinn | Bullish | Tom Russo | Philip Morris International's willingness to sacrifice $500M/year in reported profits to develop IQOS… |
| 2016-06-22 | Thomas RussoManaging Member, Gardner Russo & Quinn | Bullish | Tom Russo | Philip Morris's inability to reinvest capital into advertising or acquisitions due to regulatory constraints… |
1 new mention of PM this week is in The Brief — who, which way, and what they said, in subscribers’ inboxes every morning. Free pages update a week later.
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Earnings
Next report: 21 Oct 2026 before the open
Confirmed date · consensus EPS 2.32. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where PM’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 6 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-07-22 | ||||||
| 2026-07-21 | ||||||
| 2026-06-22 | ||||||
| 2026-05-12 | ||||||
| 2026-04-24 | ||||||
| 2026-04-23 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
PM is in this morning’s Brief.
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