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AAIC vs PM: Dividend Comparison 2026

AAIC yields 41.32% · PM yields 3.48%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PM wins by $21.9K in total portfolio value· pulled ahead in Year 4
10 years
AAIC
AAIC
● Live price
41.32%
Share price
$4.84
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.7K
Annual income
$5.67
Full AAIC calculator →
PM
Philip Morris International
● Live price
3.48%
Share price
$165.34
Annual div
$5.76
5Y div CAGR
17.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$2,492.02
Full PM calculator →

Portfolio growth — AAIC vs PM

📍 PM pulled ahead of the other in Year 4

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodAAICPM
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, AAIC + PM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AAIC pays
PM pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

AAIC
Annual income on $10K today (after 15% tax)
$3,512.40/yr
After 10yr DRIP, annual income (after tax)
$4.82/yr
PM
Annual income on $10K today (after 15% tax)
$296.12/yr
After 10yr DRIP, annual income (after tax)
$2,118.22/yr
At 15% tax rate, PM beats the other by $2,113.40/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AAIC + PM for your $10,000?

AAIC: 50%PM: 50%
100% PM50/50100% AAIC
Portfolio after 10yr
$38.6K
Annual income
$1,248.85/yr
Blended yield
3.23%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PM right now

AAIC
Analyst Ratings
2
Buy
7
Hold
Consensus: Hold
Altman Z
-1.9
Piotroski
6/9
PM
Analyst Ratings
17
Buy
7
Hold
1
Sell
Consensus: Buy
Price Target
$194.30
+17.5% upside vs current
Range: $180.00 — $205.00
Altman Z
4.0
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AAIC buys
0
PM buys
0
No recent congressional trades found for AAIC or PM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAAICPM
Forward yield41.32%3.48%
Annual dividend / share$2.00$5.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%17.2%
Portfolio after 10y$27.7K$49.6K
Annual income after 10y$5.67$2,492.02
Total dividends collected$4.7K$11.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples
Analyst consensusHoldBuy

Year-by-year: AAIC vs PM ($10,000, DRIP)

YearAAIC PortfolioAAIC Income/yrPM PortfolioPM Income/yrGap
1$12,766$2,066.12$11,648$408.29+$1.1KAAIC
2$14,892$1,232.54$13,589$495.90+$1.3KAAIC
3$16,607$671.87$15,877$603.21+$730.00AAIC
4← crossover$18,119$350.10$18,580$734.88$461.00PM
5$19,566$178.50$21,781$896.75$2.2KPM
6$21,026$90.07$25,578$1,096.12$4.6KPM
7$22,543$45.23$30,092$1,342.17$7.5KPM
8$24,143$22.66$35,470$1,646.46$11.3KPM
9$25,845$11.34$41,892$2,023.58$16.0KPM
10$27,660$5.67$49,578$2,492.02$21.9KPM

AAIC vs PM: Complete Analysis 2026

AAICStock

Arlington Asset Investment Corp. (NYSE: AAIC) currently invests primarily in mortgage-related and other assets and has elected to be taxed as a REIT. The Company is headquartered in the Washington, D.C. metropolitan area. For more information, please visit www.arlingtonasset.com.

Full AAIC Calculator →

PMConsumer Staples

Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.

Full PM Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.