Philip Morris (PM) is Benefiting from Its Reduced-Risk Products

3 weeks ago 9

Soumya Eswaran

Mon, January 12, 2026 astatine 8:23 AM CST 2 min read

Fundsmith, an concern absorption steadfast based successful London, has released its yearly 2025 capitalist missive for its “Fundsmith Equity Fund.” A transcript of the missive tin beryllium downloaded here. The money focuses connected investing successful equities globally. The T Class Accumulation shares wherever the steadfast invested returned 0.8% successful 2025, compared to 12.8% for the MSCI World Index (‘Index’) successful sterling with dividends reinvested. Since its inception, the money has returned 1.7% p.a. much than the index. The money attributed its underperformance during 2025 to scale concentration, the maturation of assets successful Index Funds, and weakness successful the dollar. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Fundsmith Equity Fund highlighted stocks specified arsenic Philip Morris International Inc. (NYSE:PM). Philip Morris International Inc. (NYSE:PM) is simply a baccy institution that offers cigarettes and smoke-free products. The one-month instrumentality of Philip Morris International Inc. (NYSE:PM) was 2.65%, and its shares gained 38.33% of their worth implicit the past 52 weeks. On January 9, 2026, Philip Morris International Inc. (NYSE:PM) banal closed astatine $162.61 per share, with a marketplace capitalization of $253.125 billion.

Fundsmith Equity Fund stated the pursuing regarding Philip Morris International Inc. (NYSE:PM) successful its 4th fourth 2025 capitalist letter:

"Philip Morris International Inc. (NYSE:PM) makes its 5th quality arsenic it continues to amusement the benefits of its manufacture starring determination into reduced-risk products (‘RRPs’) specified arsenic ‘heat-not-burn’ baccy products and its nicotine pouch business."

How Philip Morris International (PM) Fits into a Short-Term Dividend Capture Strategy

Philip Morris International Inc. (NYSE:PM) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 90 hedge money portfolios held Philip Morris International Inc. (NYSE:PM) astatine the extremity of the 3rd quarter, compared to 111 successful the erstwhile quarter. While we admit the imaginable of Philip Morris International Inc. (NYSE:PM) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Philip Morris International Inc. (NYSE:PM) and shared Artisan Value Fund's views connected the company. In addition, delight cheque retired our hedge money capitalist letters Q4 2025 page for much capitalist letters from hedge funds and different starring investors.