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Yielding 6.5%, Is Altria Stock an Excellent Dividend Stock to Buy?

Parkev Tatevosian, CFAJul 16, 2026

Summary

Parkev analyzes Altria Group's potential as a high-yield dividend investment, highlighting its current yield of approximately 6%. Parkev emphasizes that while the tobacco industry is often viewed as a "melting ice cube," Altria has successfully managed its revenue through strategic price increases and is finding new categories for growth. Despite declining unit sales, Parkev notes that analysts forecast modest revenue growth starting in 2026, which is a positive sign for investors.

Parkev highlights that Altria is exceptionally profitable, with an operating profit margin of 67.6%, making it one of the most profitable companies in Parkev's coverage. Using a discounted cash flow (DCF) model, Parkev calculates a fair value of $91.35 per share, representing significant upside from the current market price of $72. Parkev maintains a bullish outlook, even with a very conservative long-term growth estimate of only 1%.

Altria Group (MO): Parkev maintains a buy rating on Altria Group, citing its 5.9% dividend yield and superior profitability compared to other stocks. Parkev points out that the stock has delivered a 25% return year-to-date but remains undervalued based on a DCF analysis. Parkev estimates the fair value at $91.35, well above the current $72 trading price, despite forecasting minimal long-term growth of 1%.

Mentioned Stocks

MO
Sentiment: BUYAction: RECOMMENDED

Reasoning: Parkev identifies Altria as an attractive investment due to its high 5.9% dividend yield and exceptional operating profit margins of 67.6%. Despite the shrinking tobacco market, Parkev notes that revenue is stabilized by price hikes and forecasted growth by analysts through 2028. Parkev's DCF model yields a fair value of $91.35, suggesting the stock is undervalued at its current $72 price.

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