Company facts
- Industry
- Cigarettes
- Headquarters
- Richmond, Virginia
- Most recent report
- 10-Q, filed Oct 29, 2026
- Incorporated
- Virginia
- Filings on record
- 1,006+ filings
- On EDGAR
- CIK 764180
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 62
News 8 of 163
Prospectuses and Registrations 8 of 39
- S-3ASR Automatic shelf registration Oct 29, 2026
- 424B2 Prospectus supplement for an offering Aug 5, 2025
- FWP Free writing prospectus Aug 4, 2025
- 424B2 Prospectus supplement for an offering Aug 4, 2025
- 25-NSE Notice that a security was delisted Jun 16, 2025
- S-8 Registration statement for an employee plan May 21, 2025
- S-8 Registration statement for an employee plan May 21, 2025
- 424B2 Prospectus supplement for an offering Feb 5, 2025
Proxies 8 of 36
- DEFA14A Extra proxy material Apr 2, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 2, 2026
- DEFA14A Extra proxy material Apr 3, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 3, 2025
- PX14A6G Shareholder's own proxy material Apr 23, 2024
- DEFA14A Extra proxy material Apr 9, 2024
- PX14A6G Shareholder's own proxy material Apr 8, 2024
- DEFA14A Extra proxy material Apr 4, 2024
Ownership 8 of 657
- 4 Insider reported a trade Oct 16, 2026
- 4 Insider reported a trade Sep 11, 2026
- 3 Insider reported their initial holding Sep 2, 2026
- 4 Insider reported a trade May 28, 2026
- 4 Insider reported a trade May 28, 2026
- 144 Notice of a proposed sale of restricted stock May 26, 2026
- 144/A Notice of a proposed sale of restricted stock, amended May 26, 2026
- 144 Notice of a proposed sale of restricted stock May 26, 2026
Other 8 of 49
- 11-K Employee stock plan report Jun 5, 2026
- 11-K Employee stock plan report Jun 5, 2026
- SD Conflict minerals disclosure May 28, 2026
- ARS Annual report sent to shareholders Apr 2, 2026
- 11-K Employee stock plan report Jun 6, 2025
- 11-K Employee stock plan report Jun 6, 2025
- SD Conflict minerals disclosure May 29, 2025
- ARS Annual report sent to shareholders Apr 3, 2025
What to read: Sep 2026 10-Q
SECSift found 3 of 11 sections worth reading, with 1 positive, 9 notable, and 6 negative flags.
Financial Statements (Item 1)
Financial statements and notes with material litigation, impairment, and restructuring details.Notable- New USSTC Facilities Consolidation plan with estimated $180M total pre-tax charges; $87M incurred in nine months 2026.
- ABI investment fair value $11.8B exceeds carrying value $9.0B by 31% at Sep 30, 2026.
- Customer financing arrangement: line of credit up to $300M with contract manufacturer; no outstanding at Sep 30, 2026.
- E-vapor segment no longer a reportable segment; included in 'all other' with $241M loss for nine months 2026.
- R.J. Reynolds patent litigation: $95M past damages affirmed; ongoing royalty dispute; appeals pending.
- 17 antitrust class actions pending; class certified Feb 2026; trial delayed pending Ninth Circuit review.
- Dividend raised 4.7% to $1.11/quarter ($4.44 annualized) in August 2026; $1.0B share repurchase expansion in Oct 2026.
Management's Discussion (Item 2)
MD&A with detailed segment results, impairment risks, and regulatory updates.NotableNegative- E-vapor goodwill at risk: a 1% discount rate increase would cause ~$150M impairment.
- Skoal trademark has only 7% fair value headroom ($0.3B); 1% rate increase = ~$90M impairment.
- Marlboro retail share fell 1.0 point to 39.5% in Q3 2026; discount share rose 2.0 points to 34.1%.
- Oral tobacco segment retail share fell 2.7 points to 27.9% in Q3 2026; volume down 4.3%.
Unregistered Sales and Repurchases (Item 2)
Buyback pace surged in Q3 2026; $265M remaining on a $2B program.
What changed: Sep 2026 vs. Jun 2026
About 4% of MO's Sep 2026 10-Q is new information. 21 paragraphs were added, 242 changed, and 53 removed. Below are the most important lines SECSift identified.
Changed
- Adjusted diluted EPS for nine months ended Sep 30, 2026 rose to $4.33 from $4.12, up 5.1%.
- Reported diluted EPS for nine months ended Sep 30, 2026 rose to $4.18 from $3.45, up 21.2%.
- Dividends declared rose to $3.23 per share for nine months ended Sep 30, 2026 from $3.10.
- Decrease from a 1% rate rise fell to $1.5B from $1.7B.
- Fair value fell to $21.0B at Sep 30, 2026 from $22.8B at Jun 30, 2026.
- Increase from a 1% rate drop fell to $1.7B from $2.0B.
- Adjusted net earnings for nine months ended Sep 30, 2026 rose to $7,245M from $6,966M, up 4.0%.
- Reported net earnings for nine months ended Sep 30, 2026 rose to $6,999M from $5,830M, up 20.1%.
- Net earnings rose to $6,995M for nine months ended Sep 30, 2026 from $5,830M in prior period.
- Exhibit 101 now references the quarter ended September 30, 2026, up from June 30, 2026.
- Shares withheld for taxes during the quarter: 964 in August, compared to 412 in April and 783 in June in the prior quarter.
Everything here comes from Altria Group, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 29, 2026, from the 10-Q for Sep 2026.