The Broyhill Q1 2026 Portfolio Strategy And Positioning

Valvoline was Broyhill's largest contributor in the quarter, as the underlying unit economics are intact, while unit growth, service mix, and price continue moving in the same direction. Honeywell management accelerated the aerospace spin-off to the end of June, leaving behind a pure-play automation business that Broyhill believes is worth meaningfully more than the whole. Large pharma is structurally reliant on IQVIA's clinical trial architecture and proprietary data assets, and Broyhill thinks it is highly unlikely that AI can automate away the FDA approval process.

Seeking Alpha • May 15, 2026

Philip Morris International's Moira Gilchrist Positions Human Judgment as a Critical Leadership Advantage Amid Rapid AI Adoption at Wall Street Journal Forum

STAMFORD, CT--(BUSINESS WIRE)--Philip Morris International's (PMI) (NYSE:PM) Chief Global Communications Officer, Moira Gilchrist, joined global thought leaders at The Wall Street Journal's Future of Everything conference in New York to examine why human cognition—judgment, context, creativity, and ethical reasoning—is becoming the most valuable asset in an age of artificial intelligence. “The AI boom is putting a premium on distinctly human capabilities,” said Gilchrist, who took part in the s.

Business Wire • May 8, 2026

Philip Morris International Holds 2026 Virtual Annual Meeting of Shareholders

STAMFORD, CT--(BUSINESS WIRE)--Regulatory News: Philip Morris International Inc. (PMI) (NYSE: PM) held its 2026 Annual Meeting of Shareholders today. André Calantzopoulos, Chairman of the Board, addressed shareholders and answered questions. Jacek Olczak, Group CEO PMI, gave a business presentation, which included an overview of PMI's: remarkable performance in 2025, and robust start to 2026; annual net revenues surpassing $40 billion in 2025, including close to $17 billion from our smoke-free.

Business Wire • May 6, 2026

Want Passive Income For Life? 2 Dividend Stocks to Buy and Never Sell

Realty Income is a REIT and a Dividend Aristocrat boasting a safe business model and a long track record of success. Phillip Morris International offers stability and growth because of its diversification and its innovative tobacco strategy.

The Motley Fool • May 5, 2026

Philip Morris: Room To Run Toward Fair Value

Philip Morris International is reiterated as a 'Buy,' offering high income, robust dividend growth, and capital appreciation at a modest discount to fair value. PM's smoke-free segment now comprises 43% of revenue, with IQOS surpassing Marlboro as the leading nicotine brand in key markets. PM targets a 2x net debt/EBITDA by end-2026, likely prompting a credit upgrade and enabling share buybacks to further boost EPS.

Seeking Alpha • May 5, 2026

Forbes Includes Philip Morris International in Its Net Zero Leaders List

STAMFORD, CT--(BUSINESS WIRE)--Philip Morris International (PMI) (NYSE: PM) has been included once more in Forbes' 2026 Net Zero Leaders1 list, recognizing its leadership and continued progress in advancing climate action across its global operations. The Forbes Net Zero Leaders list highlights U.S. publicly listed companies best positioned to achieve net zero emissions by 2050, based on measurable performance rather than commitments alone. Despite most companies aligning to a 2050 net zero hor.

Business Wire • May 4, 2026

Philip Morris International to Host Webcast of 2026 Virtual Annual Meeting of Shareholders

STAMFORD, CT--(BUSINESS WIRE)--Regulatory News: Philip Morris International Inc. (PMI) (NYSE: PM) will host a live audio webcast of its 2026 Annual Meeting of Shareholders on Wednesday, May 6, 2026, at 9:00 a.m. ET. The meeting will be in a virtual format and can be accessed at www.virtualshareholdermeeting.com/PM2026. Presentation slides, script and an archived recording of the webcast will be available at the same link. The recording will be available for one year from the date of the meeting.

Business Wire • Apr 29, 2026

Philip Morris: No Reason To Get Involved Today

Philip Morris (PM) exhibits strong growth in smokeless tobacco but trades near fair value after a 6% post-earnings rally. SFPs now comprise 41.4% of PM's product mix, driving high-single-digit shipment growth and international momentum. Despite a solid 3.5% yield and robust SFP performance, the risk/reward is balanced with limited upside at current valuation.

Seeking Alpha • Apr 28, 2026

Philip Morris International Expands its Partnership with Ducati Corse as Decades-Long Partnership Races Forward with Purpose

STAMFORD, CT--(BUSINESS WIRE)--Philip Morris International1 (NYSE: PM) today announced an expanded partnership with Ducati Corse for the 2026 season and beyond. This next chapter introduces a major development: the ZYN brand of nicotine pouches—the number one nicotine pouch brand globally2—will feature on Ducati Corse MotoGP liveries at select races throughout the seasons. Just as Ducati pushes the limits of performance, ZYN represents PMI's commitment to delivering innovation, offering a produ.

Business Wire • Apr 23, 2026

Philip Morris cuts annual profit forecast

Philip Morris International ​cut its ‌annual profit forecast on ​Wednesday, ​signaling pressure from heightened ⁠competition ​in tobacco ​products and regulatory uncertainty over ​its Zyn ​nicotine pouches.

Reuters • Apr 22, 2026