Imperial Brands PLC

Imperial Brands offers a compelling value at 8.6x forward P/E with a 5.6% yield, trading below historical norms. IMBBY's pricing power and growth in next-generation products drive high single-digit EPS growth guidance, despite industry volume declines. Disciplined capital allocation, a BBB credit rating, and 11% share count reduction over three years enhance shareholder returns.

seekingalpha.com - 2026-07-17 09:15:27

Bank of America has upgraded Imperial Brands PLC (LSE:IMB) to 'buy' from 'neutral', arguing the market has overreacted to a collapse in the tobacco group's Australian business. The bank kept its price objective at 3,200p, implying around 20% upside, and said the roughly 13% share price fall since April offers an attractive entry point.

proactiveinvestors.co.uk - 2026-07-15 05:33:43

The U.S. Food and Drug Administration proposed a rule on Friday that would require foreign tobacco product makers to ​register their facilities and list products sold in the country.

reuters.com - 2026-06-26 12:48:08

Imperial Brands PLC (IMBBY) Presents at 23rd annual dbAccess Global Consumer Conference Transcript

seekingalpha.com - 2026-06-04 10:21:53

Imperial Brands LON: IMB executives said the company has made a strong start to its 2026 financial year and its Strategy 2030 plan, with management emphasizing disciplined growth in next-generation products, continued value creation in combustibles and a multiyear efficiency program.

marketbeat.com - 2026-06-02 12:08:15

Imperial Brands PLC (LSE:IMB) shares reversed earlier losses to trade higher on Wednesday afternoon when the tobacco group revealed it will spent at least $150 million (£111.6 million) buying US nicotine pouch company Black Buffalo. The maker of Golden Virginia tobacco, Winston cigrettes and Blu vapes said the acquisition would strengthen its position in the rapidly growing US "oral nicotine" market.

proactiveinvestors.co.uk - 2026-05-27 11:08:35

Jefferies sees more than 20% upside in Imperial Brands PLC (LSE:IMB), arguing the tobacco group is “well-positioned” for a stronger second half as resilient cigarette trading offsets pressure in next-generation products. The broker has repeated a Buy rating and kept its price target unchanged at 3,500p, implying 21% upside from the prior close of 2,889p.

proactiveinvestors.co.uk - 2026-05-20 09:48:21

Imperial Brands LON: IMB said it remained on track to meet its full-year targets after reporting first-half growth in tobacco and next-generation products net revenue, while management highlighted one-off headwinds in the U.S. and Australia and continued progress on its Evolve 2030 strategy.

marketbeat.com - 2026-05-12 06:09:27

The manufacturer—which houses Davidoff, Gauloises and JPS among its brands—saw revenue growth from in its next-generation products such as vapes.

wsj.com - 2026-05-12 03:27:00

Tobacco stock Imperial Brands PLC might have underperformed YTD, but the case for an uptick is strong now. High IMBBY valuations earlier in the year, a somewhat discouraging trading update more recently, and a selective smoking ban in the UK have pulled IMBBY stock back. But with market multiples attractive again, the bigger picture for next generation products still being strong, and limited impact from the ban, along with strong continued dividends, work in IMBBY's favor.

seekingalpha.com - 2026-04-28 09:57:23