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Altria Group, Inc. (MO) Q2 FY2026 8-K Filings and Company Events

CIK 0000764180 · NYSE · Latest period: Q2 FY2026 (ended 2026-06-30, 10-Q accession 0000764180-26-000094) · Annual report: FY2025 10-K (filed 2026-02-25, accession 0000764180-26-000017) · Next expected filing: 10-Q ~2026-10-29

More for Altria: Company index · Financial statements · 10-K and 10-Q summary

PeriodQ2 FY2026

Published

This page digests the material Form 8-K filings Altria Group, Inc. (MO) has made over roughly the trailing five quarters: earnings releases, management and board changes, capital returns, financing, and governance actions. Each item cites the SEC accession number of the filing it came from. It is current through Q2 FY2026, the period ended 2026-06-30, as reported in the 10-Q filed with the SEC.

Filings that contain financial statements

  • 8-K dated January 29, 2026 (accession 0000764180-26-000009) furnishes Altria's full-year financial statements: the consolidated balance sheets as of December 31, 2025 and 2024, and the consolidated statements of earnings, comprehensive earnings, stockholders' equity (deficit) and cash flows for each of the three years ended December 31, 2025, together with the independent registered public accounting firm's report (Exhibit 99.2) and management's report on internal control over financial reporting (Exhibit 99.3). These statements were also included in Altria's Annual Report on Form 10-K for the year ended December 31, 2025.
  • 8-K dated January 29, 2026 (accession 0000764180-26-000007), Exhibit 99.1, carries the 2025 fourth-quarter and full-year earnings press release, including the consolidated statements of earnings, selected segment data, and a condensed consolidated balance sheet as of December 31, 2025.
  • 8-K dated April 30, 2026 (accession 0000764180-26-000056), Exhibit 99.1, carries the first-quarter 2026 results, including the consolidated statement of earnings and condensed consolidated balance sheet as of March 31, 2026.
  • 8-K dated July 30, 2026 (accession 0000764180-26-000093), Exhibit 99.1, carries the second-quarter and first-half 2026 results, including the consolidated statements of earnings for the quarter and six months ended June 30, 2026, and the condensed consolidated balance sheet as of June 30, 2026.
  • 8-K dated October 30, 2025 (accession 0000764180-25-000128), Exhibit 99.1, carries the third-quarter 2025 results.
  • 8-K dated July 30, 2025 (accession 0000764180-25-000109), Exhibit 99.1, carries the second-quarter and first-half 2025 results.
  • 8-K dated April 29, 2025 (accession 0000764180-25-000047), Exhibit 99.1, carries the first-quarter 2025 results.

Earnings and Guidance

Second-quarter and first-half 2026 (reported July 30, 2026; accession 0000764180-26-000093). Net revenues were $6.1 billion in the quarter (up 0.1%) and $11.5 billion for the first half (up 1.6%). Reported diluted EPS was $1.37 for the quarter (down 2.8%) and $2.67 for the first half (up 30.9%, which included a 2025 non-cash e-vapor goodwill impairment in the prior-year base). Adjusted diluted EPS was $1.48 for the quarter (up 2.8%) and $2.80 for the first half (up 4.9%). Altria narrowed its full-year 2026 adjusted diluted EPS guidance to $5.61–$5.72 (from a prior range of $5.56–$5.72), representing growth of 3.5%–5.5% from a $5.42 base in 2025, raising the low end of the range. The company also raised its 2026 capital expenditure outlook to $375–$450 million (from $300–$375 million), reflecting investment to consolidate U.S. Smokeless Tobacco Company's manufacturing operations.

First-quarter 2026 (reported April 30, 2026; accession 0000764180-26-000056). Net revenues were $5.4 billion (up 3.2%). Reported diluted EPS was $1.30 (up from $0.63, which had included a 2025 e-vapor goodwill impairment); adjusted diluted EPS was $1.32 (up 7.3%). Altria reaffirmed full-year 2026 adjusted diluted EPS guidance of $5.56–$5.72.

Fourth-quarter and full-year 2025 (reported January 29, 2026; accession 0000764180-26-000007). Fourth-quarter net revenues were $5.8 billion (down 2.1%); full-year net revenues were $23.3 billion (down 3.1%). Fourth-quarter reported diluted EPS was $0.66 (down 63.1%), reflecting non-cash impairments of e-vapor reporting-unit goodwill and related intangible assets. Full-year reported diluted EPS was $4.12 (down 37.0% from a 2024 base that included a $2.7 billion gain on the IQOS commercialization-rights assignment). Full-year adjusted diluted EPS was $5.42 (up 4.4%). Altria issued initial full-year 2026 adjusted diluted EPS guidance of $5.56–$5.72.

Third-quarter 2025 (reported October 30, 2025; accession 0000764180-25-000128), second-quarter 2025 (reported July 30, 2025; accession 0000764180-25-000109), and first-quarter 2025 (reported April 29, 2025; accession 0000764180-25-000047) earnings releases are also on file; see the accessions above for the underlying statements.

Capital Returns and Capital Actions

  • Share repurchase program expanded (October 29, 2025; accession 0000764180-25-000128). Altria's Board authorized expanding the existing share repurchase program from $1 billion to $2 billion, with the expanded program expiring December 31, 2026.
  • Debt issuance (August 6, 2025; accession 0001193125-25-174546). Altria issued $500 million of 4.500% Notes due 2030 and $500 million of 5.250% Notes due 2035 (an aggregate $1 billion), each guaranteed by Philip Morris USA Inc., under its existing 2008 indenture.
  • Credit facility extended (July 23, 2025; accession 0000764180-25-000101). Altria extended the expiration date of its $3.0 billion senior unsecured five-year revolving credit agreement from October 24, 2028 to October 24, 2029; all other terms were unchanged.
  • Through the first half of 2026, Altria returned nearly $3.9 billion to shareholders via dividends and share buybacks combined, per the July 30, 2026 earnings release; for full-year 2025 the company returned $8 billion to shareholders via dividends and buybacks combined, per the January 29, 2026 release, including a dividend increase of 3.9% (the company's 60th increase in 56 years).

Leadership Transition

  • CEO and CFO succession announced (December 8–11, 2025; accession 0000764180-25-000133). William F. Gifford, Jr. notified the Board of his decision to retire as CEO and as a director effective at the conclusion of Altria's 2026 Annual Meeting (May 14, 2026), after more than 30 years with the company, including over five years as CEO. The Board elected Salvatore Mancuso (then EVP and CFO) to become CEO and Heather A. Newman (then SVP, Chief Strategy & Growth Officer) to become EVP and CFO, both effective at the conclusion of the 2026 Annual Meeting.
  • Mancuso elected to the Board (January 28–29, 2026; accession 0000764180-26-000007). Ahead of his CEO transition, the Board increased its size from 11 to 12 directors and elected Salvatore Mancuso, effective January 29, 2026.
  • 2026 Annual Meeting (held May 14, 2026) and related compensation actions (accession 0000764180-26-000073). Shareholders elected all 10 director nominees, ratified PricewaterhouseCoopers LLP as auditor for fiscal 2026, and approved, on an advisory basis, the company's executive compensation. In connection with the leadership transition, the Compensation Committee set Mancuso's base salary at $1,350,000 and Newman's at $800,000, both effective May 14, 2026, along with associated equity awards. Gifford's retirement included incentive-plan payouts pro-rated through his retirement date and a Consulting Agreement, dated May 15, 2026, under which he will provide consulting services through December 31, 2026 at $250,000 per month to support the CEO/CFO transition.
  • Board addition (August 27–28, 2026; accession 0000764180-26-000098). The Board increased its size from 10 to 11 directors and elected Steven W. Presley, Chief Executive Officer of Refresco Benelux B.V. and a former Nestlé S.A. zone CEO, as an independent director, effective August 27, 2026, assigning him to the Compensation and Talent Development, Innovation and Finance Committees.
  • Other board/management changes. George Muñoz, a director since 2004, announced on October 3, 2025 that he would retire from the Board at the end of his current term and not stand for re-election at the 2026 Annual Meeting (accession 0000764180-25-000124). Separately, Steven D'Ambrosia announced his retirement as Vice President and Controller effective July 31, 2025, and the Board elected Katie F. Patterson as his successor, effective upon his retirement (accession 0000764180-25-000057, filed in connection with the 2025 Annual Meeting held May 15, 2025, at which shareholders also ratified PricewaterhouseCoopers LLP as auditor, approved advisory say-on-pay, and approved the 2025 Performance Incentive Plan and the 2025 Stock Compensation Plan for Non-Employee Directors).

Smoke-Free Portfolio and Operational Notes

  • Helix (the company's oral-nicotine-pouch subsidiary) expanded on!PLUS distribution to 120,000 stores nationwide by the second quarter of 2026 and resumed shipments of 12-milligram on!PLUS in select states, with a national expansion planned for the third quarter of 2026 and additional flavor line extensions planned for the fourth quarter.
  • In December 2025, Helix received FDA marketing authorizations for on!PLUS products in mint, wintergreen and tobacco at 6- and 9-milligram nicotine strengths; the 12-milligram variants remained under FDA review at that time.
  • In August 2025, Horizon Innovations LLC, Altria's majority-owned joint venture for the U.S. marketing and commercialization of heated tobacco stick products, submitted a combined premarket tobacco product application and modified risk tobacco product application to the FDA for Ploom and Marlboro heated tobacco sticks, per the third-quarter 2025 earnings release (accession 0000764180-25-000128).
  • As of the second-quarter 2026 release, Altria's guidance continues to assume that NJOY ACE does not return to the marketplace in 2026, following the U.S. International Trade Commission's exclusion and cease-and-desist orders affecting that product. For full-year 2025, Altria recorded net pre-tax acquisition and disposition-related expense items of $76 million, including $51 million related to those ITC orders (accession 0000764180-26-000007).

No merger, acquisition or divestiture was signed or completed by Altria during the period covered by these filings.

FAQ · Altria 8-K filings and events

What has Altria Group, Inc. (MO) reported in its recent 8-K filings?

8-K dated January 29, 2026 (accession 0000764180-26-000009) furnishes Altria's full-year financial statements: the consolidated balance sheets as of December 31, 2025 and 2024, and the consolidated statements of earnings, comprehensive earnings, stockholders' equity (deficit) and cash flows for each of the three years ended December 31, 2025, together with the independent registered public accounting firm's report (Exhibit 99.2) and management's report on internal control over financial reporting (Exhibit 99.3).

When does Altria Group, Inc. (MO) next file with the SEC?

Altria Group, Inc. (MO) is expected to file its next Form 10-Q with the SEC on or around October 29, 2026. That date is a projection rather than a company-announced date: it is derived from Altria Group, Inc.'s own filing history with the SEC, by taking the date the company filed the same fiscal period a year earlier and adding 52 weeks. The most recent periodic report on file is the 10-Q for Q2 FY2026, the period ended 2026-06-30, SEC accession 0000764180-26-000094.

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How this page was built

This page was built from 14 of Altria Group, Inc.'s own filings with the SEC, read one at a time. Nothing on it is taken from news coverage, analyst commentary or another website. Their accession numbers are cited inline, so any statement here can be traced to the filing it came from and checked against sec.gov.

A single company files thousands of pages with the SEC in a year, and no two companies file them the same way, so the reading and the assembly here are done by AI rather than by rules that break on the differences. Every pass is then audited back against the filings it came from before the page is published, and anything the filings do not support is left out and named rather than filled in. AI can still make mistakes. That is why the accession numbers are printed: the filing is the authority, and this page is a route to it.

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Built from Altria Group, Inc.'s SEC filings by Ticker Scout; accession numbers are cited throughout so every figure can be checked against sec.gov. Free to cite with attribution: Ticker Scout (tickerscout.ai). Not investment advice, see the Disclaimer.