Trade with Eva: Analytics in action >>
Showing posts with label MO. Show all posts
Showing posts with label MO. Show all posts

Thursday, October 31, 2024

-=Altria (MO) reported earnings on Thur 31 Oct 24 (b/o)

 

Altria beats by $0.03, beats on revs; reaffirms FY24 EPS guidance
  • Reports Q3 (Sep) earnings of $1.38 per share, excluding non-recurring items, $0.03 better than the FactSet Consensus of $1.35; revenues rose 18.6% year/year to $6.26 bln vs the $5.33 bln FactSet Consensus.
  • Co reaffirms guidance for FY24, sees EPS of $5.07-5.15, excluding non-recurring items, vs. $5.10 FactSet Consensus.
  • Dividends: "In August, our Board increased our regular quarterly dividend by 4.1%, marking the 59th increase in the past 55 years. Our current annualized dividend rate is $4.08 per share. We maintain our progressive dividend goal that targets mid-single digits dividend per share growth annually through 2028. Future dividend payments remain subject to the discretion of our Board."

Monday, October 28, 2024

Earnings this week : Oct 28 - Nov 1, 24 (wk 44)

Monday (Oct 28)
  • Morning: AKR BOH CNP HOPE ON PHG PRCT SJW
  • Afternoon: AGYS AMKR AESI BOOT BRX BRO CDNS CALX CWH CSWC CCCS CDP CR CVI PLOW ESI EHC FFIV FLS F HLIT NARI KFRC KRC LEG LTC NWE PCH RMBS REG SAFE SBAC SKY TRNS TMDX TREX UFPI UCTT VFC WM WELL
Tuesday (Oct 29)
  • Morning: AMT AWI ABG ATI BP CBZ CECO CHKP CVLT CROX GLW CTS DHI DTM EXP ECL EPD ESAB FELE ULCC GPK HEES HRMY HAYW HNI HUBB INCY IPGP ITT JBI JBLU KNSA LDOS MAS MCD MSCI NWBI NVS PAG PYPL PFE PSX PJT RITM RCL STNG SSTK SOFI SWK SYY THC XRX ZBRA
  • Afternoon: ALHC ALSN AMD AMH APAM ATGE ATRC BMRN BXP CAKE CB CHE CMG CZR DVA EA EIX ENVX EQT ESS EXE EXEL EXLS EXR FCF FE FMC FSLR GOOG HURN IEX KAI LFUS LSTR MDLZ MIR MOD MTH NGVT NRDS OI OKE PFS PK PRO QRVO RDDT RSG SAGE SKWD SNAP STAG SXI SYK TXG UDMY UIS UMBF UNM V VRNS WERN WPC ZWS
Wednesday (Oct 30)
  • Morning: ABBV AER ALE ARCC ARVN ADP AVNS AVT AXTA BLCO BHC BIIB BLKB BPMC EAT BG CAT CDW CHEF CLH CWEN CMCO CRTO DAN  DAY LLY EXC EXTR FVRR FLEX FTV GRMN GTES GEHC THRM ROCK GSK GPN GPI HR HES HESM HUM ITW IMAX INMD ITCI JKS KEX KHC DRS LIVN MLM MTRN MNRO NAVI NBIX NI NVCR OIS OMCL OMF OSW OPCH OSK OTIS PSN PUMP REYN SHAK SLGN SITE SCL TEX TECH COCO TW TT TTMI UTHR VRSK VMC WING XPO ZBH
  • Afternoon:  ACA ACGL ACHC AEIS AFL AIN ALGT ALKT ALL ALTR AM AMGN AR ATEC AWK AX AXS BECN BHE BIO BKNG CACC CF CFLT CGNX CHRW CLX CNMD CODI COIN COLM CORT CRK CTOS CTSH CVNA CW CWST DASH DAWN  EBAY EG EIG EPR EQIX EQR ERII ETD ETSY FCPT FND FORM FRT FTAI GDDY GEN GRBK HCC HLF HLI HOOD HTGC HUBG INFA INVH IRT IRTC KLAC LMND LPLA MAA MATX MAX MCW MET META MGM MGY MMSI MPWR MSFT MSTR MTW MUSA MYRG NMFC NOVA NSA NTGR NVEE NVST NXT OHI OLED PAYC PCOR PCTY PEN PGRE PPC PRU PSA PSMT RELY RGR RIG RIOT ROKU ROOT  RSI RYAN SBUX SCI SFM SIMO SNBR SNCY SPXC SRI STAA STEM SUM TDOC TENB THG TNK TRUP TWLO UDR UMC VTR WHD WSC WTS
Thursday (Oct 31)
  • Morning:  AGIO ALGM ALNY AME APG APTV ARW AVNT BALL BAND BDC BMY BTU BUD BWA CFR CI CMS CNK CNQ COP CWT DFIN DINO DNB DRVN ECVT EL EME ETN ETR FDP FLWS FSS GEL GNRC GPRE GVA GWW H HII HZO ICE IDA IDCC IDXX INSM IP IQV ITRI JHG K KIM KTB KYMR LANC LAUR LAZ LECO LI LIN LNC LNG LPG MA MBLY MBUU MDGL MGPI  MO  MRK NCLH NKLA NSP NVRI OGN OTEX PACK PATK PBF PHIN PTON PWR RBLX RDWR REGN SABR SIRI SN SO STM SWI SXC TFX TREE TRN UBER UNIT UPBD UTZ VNT WCC WEC WEN WTW XEL XYL
  • Afternoon: AAPL ACCO AEM AES ALNT AMCR AMZN ARDX ASUR BJRI CNO COHU CON CPT CTRA CUBE CUBI DORM EMN FOXF GDYN HALO ICFI INTC IR JNPR KWR LMAT LNT LOCO MERC MKL MTZ ONTO RGA SBRA SEM SKYW SM SON TEAM TNC VIAV VICI VIR VRRM X
Friday (Nov 1)
  • Morning: AMR ARCB ARES BTSG CAH CBOE CHD CHTR CVX D DBRG ENB ESNT FUBO GTLS IMO LYB MD MGA NVT PPL PRLB RBC TILE TROW TXNM W WAT XOM


Monday, January 29, 2024

Unusual Options Activity Mon 1/29/24

The following options are exhibiting notable trading, potentially indicating changing sentiment toward the underlying stocks, and/or potentially representing positioning for increased volatility.

Bullish Call Activity:
  • CLF Feb 19 calls are seeing interest ahead of earnings tonight after the close (volume: 6820, open int: 1840, implied vol: ~79%, prev day implied vol: 59%).
  • MO Feb 40.5 calls are seeing interest ahead of earnings Thursday before the open (volume: 4620, open int: 660, implied vol: ~35%, prev day implied vol: 25%).
  • PM Feb 90 calls (volume: 1550, open int: 0, implied vol: ~21%, prev day implied vol: 15%). Co is confirmed to report earnings February 8 before the open.
Bearish Put Activity:
  • VALE Apr 13 puts (volume: 10.2K, open int: 30, implied vol: ~41%, prev day implied vol: 24%). 8000 contracts traded in a single transaction. Co is expected to report earnings early May,
  • ROKU Feb 85 puts (volume: 1800, open int: 490, implied vol: ~64%, prev day implied vol: 53%). Co is expected to report earnings mid-February.
Sentiment: The CBOE Put/Call ratio is currently: 0.91, VIX: (13.68, +0.42, +3.1%).
February 16 is options expiration -- the last day to trade February equity options.

Thursday, October 28, 2021

-=Altria (MO) reported earnings on Thur 28 Oct 21 (b/o)

 

Altria misses by $0.04, misses on revs; guides FY21 EPS in-line, raises lower end of guidance range
  • Reports Q3 (Sep) earnings of $1.22 per share, excluding non-recurring items, $0.04 worse than the S&P Capital IQ Consensus of $1.26; revenues fell 2.6% year/year to $5.53 bln vs the $5.73 bln S&P Capital IQ Consensus.
  • Co issues in-line guidance for FY21, sees EPS of $4.58-4.62, excluding non-recurring items, vs. $4.62 S&P Capital IQ Consensus and prior guidance of $4.56-4.62.
    • Altria expects its 2021 capital expenditures to be between $150 million and $200 million, a change from its previous expectation of $200 million to $250 million.
  • Yesterday, Altria's Board of Directors (Board) authorized the expansion of Altria's existing $2 billion share repurchase program to $3.5 billion. Altria expects to complete the expanded program by December 31, 2022.

Tuesday, August 27, 2019

Philip Morris (PM) in merger talks with Altria (MO)

  • Update 9/25/19: PM Philip Morris International and Altria Group (MO) end merger discussions
Andr Calantzopoulos, CEO of PMI, said: "After much deliberation, the companies have agreed to focus on launching IQOS in the U.S. as part of their mutual interest to achieve a smoke-free future."
"While we believed the creation of a new merged company had the potential to create incremental revenue and cost synergies, we could not reach agreement," said Howard Willard, Altria's Chairman and Chief Executive Officer. "

  • Philip Morris International (PM) and Altria Group(MO) have been in talks to merge. MO initially jumped about 10% on news that it would be an all-stock merger of equals, but shares have turned negative on reports that a merger might give Altria Group just 41% of the company with no premium.
  • Philip Morris and Altria were at one time a single company, but the former was spun off a little more than a decade ago. Philip Morris was tasked with handling international markets, while Altria focused on the U.S.



Altria said it was considering a potential all-stock "merger of equals." But it said there was no guarantee a deal would be reached or approved.

The news comes as the tobacco industry looks for ways to pull sales higher amid waning demand for traditional cigarettes. The industry has turned its attention more toward e-cigarettes and heat-not-burn products, but those are now facing more regulatory scrutiny amid a public-health backlash.

Altria in December also agreed to invest $1.8 billion in Canadian cannabis producer Cronos Group (CRON). Later that month, the tobacco company, which currently owns Philip Morris USA, said it had taken a 35% stake in vaping startup Juul.

Tuesday, July 30, 2019

-=Altria (MO) reported earnings on Tue 30 July 2019 (b/o)



Altria reports EPS in-line, beats on revs; reaffirms FY19 EPS guidance; authorizes $1 bln buyback
  • Reports Q2 (Jun) earnings of $1.10 per share, in-linewith the S&P Capital IQ Consensus of $1.10; revenues rose 6.4% year/year to $5.19 bln vs the $5.08 bln S&P Capital IQ Consensus.
  • Coreaffirms guidancefor FY19, sees EPS of $4.15-4.27, excluding non-recurring items, vs. $4.18 S&P Capital IQ Consensus. 
  • "Altria delivered excellent second quarter adjusted diluted earnings per share growth of nearly 9%, driven by our core tobacco businesses," said Howard Willard, Altria's Chairman and Chief Executive Officer. "We've maintained our focus on the adult tobacco consumer and believe that with our leading premium tobacco brands, U.S. commercialization rights to IQOS, investment in JUUL and pending transaction for on!, we are best positioned among tobacco peers to lead through a dynamic time in the U.S." "Our 2019 plans remain on track, and we reaffirm our guidance to deliver full-year 2019 adjusted diluted earnings per share growth of 4% to 7%."
  • Altria repurchased 3.7 million shares in the second quarter at an average price of $52.93 per share, for a cost of $195 million, completing its $2 billion share repurchase program. Yesterday, Altria's Board authorized a new $1 billion share repurchase program, which the company expects to complete by the end of 2020.

  • Monday, July 29, 2019

    Earnings this week : July 29 - Aug 2, 19 (wk 31)

    Monday (July 29)
    • Morning: CTB ONDK SNY TSEM
    • Afternoon: ACGL AKS AMH AMKR APPF APTS ARE AROC BRX BYND CGNX CHGG CVCO DISH EHC ELVT FRAC HLIT HTLF ILMN INST JBT JJSF LEG MDR MEDP NBIX NBR NGHC NOV NPO NTR NXPI OFC OGS OMF PCH PI PKI QTS RE RGA RIG RMBS RNG SANM SBAC SCI SSB SSD SSNC TACO TBI TEX TREX TRTX TXRH VNO VRNS WCN 

    Tuesday (July 30)
    • Morning:  AER AGCO AME AOS ARCC BEN BERY CEQP CIGI CMCO CMI CNX CNXM COP CVLT DHI DORM DSX ECL EME EQM ETN EXLS FDP FMS GEO GLT GLW GPN GRUB GTX HCA HUBB HUD HUN I INCY IPGP IR IRWD IT LDOS LGND LLY LPT MA MCRN MGLN MLM MMC MMYT MO MRK MYE NEO NRZ PAG PEG PG R RL SF SHOO SIRI SLCA SNE SQNS SR ST SXC TRS TX UAA VIVO VSH WAB WAT WCG WDR WYND XRX ZBRA
    • Afternoon: AAPL ACHC ADSW AKAM ALL AMD AMGN APAM ARCB ASH ATEN ATRC AX AXS BEAT BLKB BXP BYD CACC CCS CDAY CHRW CINF CNO COHR CRY CSLT DENN DLR EA EGHT ENPH EQR EXP EXR FCPT FEYE FMC FTSI GILD GNW GRPN HA HR HUBG HURN HVT HY IMAX INVH IRWD KAI KBR KL LDL LNDC LSCC MC MDLZ MDU MGRC MKSI MOH MRCY MSTR MX MXIM NANO NATI NCR NR NUVA OKE PAYC PSA QGEN QUAD REXR RPAI RRD RTEC RXN SIMO SOI STAG SYKE SYX TCS TENB TRUP TTOO TWOU TX UDR UIS UMBF UNM VNOM VRSK WES WIRE YUMC ZEN
    Wednesday (July 31)
    • Morning: ACCO ADP AMCX AMRN AMT APO APTV ARES ASC BDC BG BHGE BLMN BTU CBZ CDW CG CHD CIM CLH CME CRL CRTO D DAN DIN EAF ECA EPD ETR EXTR FCAU FOE FSS GE GIB GLDD GRMN HEP HES HPP HSC HUM ICL JCI JHG KFRC LFUS LHX LIVN MCO MDC MGPI MTOR NI NLSN NYCB ORBC RDWR SAIA SBH SITE SMG SO SPG SPOT SPR SSYS STNG STRA TAP TGI TKR TMHC TNC TPB UTHR WLTW WNC
    • Afternoon: ACAD AEGN AGI ALSN AM AMED APA AR ATR ATUS AVB AWK AYX BAND BLDP BOOT CAKE CASA CBL CCRN CF CHDN CHEF CMPR CNMD CONE CRUS CTSH CW CXO DRE DXCM EGOV EPR EQC EQIX ES ETH EVTC EXEL EZPW FICO FIT FIVN FLS FORM FOXF GDI GHL H HABT HCC HCP HI HOLX INN INOV IRTC KAMN KGC KTOS KW LADR LMNX LNC LPI LPSN LRCX LSI MAA MANT MASI MCK MEOH MET MOD MPWR MTDR MUSA MYRG NEXA NLS NLY OI OLN OR OXY PDM PGRE PK PPC PRAH PRU PS QCOM QLYS RBBN RDN RGR ROG RPT SIGI SKT SKY SKYW SLF SPWR SRI SWIR TDOC THG TIVO TRMB TRQ TS TSLX TTEK TTMI TWLO TYL UCTT VAC VAL VICI VNDA VRTX VVV WDC WELL WHD WLL WMB WRI WTI WTS ZNGA 
    Thursday (Aug 1)
    • Morning: AAON AAWW ABC ABMD ACOR ADM AGIO AKRX ALE AMCR ARW ASIX AVP BCE BCPC BLD BLL BPL BPMC BR BSIG CBRE CI CIR CLVS CLX CNHI CNQ CNSL CRAI CROX CRS CWT DD DEA DLPH DNKN EEX EIGI EXC GIL GLOG GM GNRC GPOR HBI HFC HGV HII HRI ICE IDA IDCC IDXX IGT INGR INSM IRM ITGR K KEM MAC MD MIXT MMP MPC MPLX MPW MSCI MT NMRK NNN NTCT NTLA NVT OSK PBF PBFX PBH PENN PGTI PH PRFT PWR RDS.A RFP RGEN ROLL RPD SABR SFM SHOP SNDR SPAR SPGI SRCL STAR STFC STOR SUM TFX TGP THS TNK TRI TRP TWI UFS VZ W WCC WEX WING WLH WMS WRK XEL XHR XYL YETI YUM ZEUS
    • Afternoon: ANET APHA BZH WIFI CC CBPX DLB EBS EOG ETSY FSLR FLR FTNT GDDY GLUU GPRO TUSK PINS QRVO RDFN SQ SVMK OLED ZIXI

    Friday (Aug 2) 
    • Morning: ARNC XRAY CVX XOM RACE HRC NWL MGI QSR STX  
    Notable earnings reports:
    • NXP Semiconductors (NASDAQ:NXPI) and Beyond Meat (NASDAQ:BYND ) on July 29;
    • Apple (NASDAQ:AAPL), Merck (NYSE:MRK), Pfizer (NYSE:PFE), Procter & Gamble (NYSE:PG), Altria (NYSE:MO), Electronic Arts (NASDAQ:EA), MasterCard (NYSE:MA), Mondelez International (NASDAQ:MDLZ), AMD (NASDAQ:AMD), FireEye (NASDAQ:FEYE ), ConocoPhillips (NYSE:COP) and Under Armour (UA, UAA) on July 30;
    • General Electric (NYSE:GE ), Humana (NYSE:HUM), Qualcomm (NASDAQ:QCOM), Fitbit (NYSE:FIT), Spotify (NYSE:SPOT), Western Digital (NASDAQ:WDC) and Cirrus Logic (NASDAQ:CRUS ) on July 31;
    • General Motors (NYSE:GM), U.S. Steel (NYSE:X), Kraft Heinz (NASDAQ:KHC), Shopify (NYSE:SHOP), Etsy (NASDAQ:ETSY), Wayfair (NYSE:W), Yum Brands (NYSE:YUM), Square (NYSE:SQ), GoPro (NASDAQ:GPRO) and Universal Display (NASDAQ:OLED) on August 1; 
    • Chevron (NYSE:CVX), Exxon Mobil (NYSE:XOM), Newell Brands (NASDAQ:NWL) and Seagate Technology (NASDAQ:STX) on August 2.