# British American Tobacco p.l.c. (BTI)

> Source: Nexqual · https://nexqual.com/BTI · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, British American Tobacco p.l.c. (BTI), nexqual.com/BTI" · informational, not investment advice.

**Price:** USD 60.47 (+2.67% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 58.9 · day 59.28–60.51 · 52w 50.84–67.3 · market cap $130B · NYQ

## Key facts
- 3 of 80 tracked superinvestors hold BTI (13F, Q2 2026): 0 new, 3 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (7 analysts), mean target USD 70.37 (range 63–75).
- Total return with dividends: 1Y +23.5% vs S&P 500 +14.9%; 5Y +143.3% vs S&P 500 +80.3%.
- Next earnings: 2026-07-30, EPS estimate USD —, revenue estimate $0K.

## Superinvestors (SEC 13F-HR, Q2 2026)
3 of 80 tracked investors hold BTI. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Sarah Ketterer | Causeway Capital Management | 0.37% | $33.8M | Added +9.4% |
| First Eagle Investment | First Eagle Investment Management | 0.18% | $106M | Added +3.0% |
| Lee Ainslie | Maverick Capital | 0.02% | $2.3M | Added +4.7% |

## Analysts
Consensus Buy (mean 2.00 on a 1–5 scale), 7 analysts; mean target USD 70.37 (low 63, high 75).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +23.5% | +143.3% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +23.6% | +19.4% |
| Volatility (annualized) | 25.8% | 22.4% |
| Max drawdown | -19.1% (May 2026→Oct 2026) | -28.5% (Feb 2022→Oct 2023) |

## Peers (Tobacco)
MO (Altria Group, Inc.) USD 76.07 +3.03% · PM (Philip Morris International Inc) USD 201.74 +2.17% · RLX (RLX Technology Inc.) USD 1.64 -2.38% · TPB (Turning Point Brands, Inc.) USD 66.87 +3.50% · AIIR (Air Global PLC) USD 7.58 -2.01% · UVV (Universal Corporation) USD 39.67 +3.79%

## More
Full page: https://nexqual.com/BTI · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in BTI's own 20-F filed 2026-02-13 (https://www.sec.gov/Archives/edgar/data/1303523/000130352326000017/bti-20251231.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | BAT | "all BAT entities and marketing suppliers working on our behalf." |
| Partner | Accenture (ACN) | "In 2025, we entered into a strategic partnership with Accenture – an example of our digital transformation in action." |
| Partner | LOEWS CORP (L) | "In 2008, Loews Corporation (Loews), entered into an agreement with Lorillard Inc., Lorillard Tobacco, and certain of their affiliates," |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter | — | — | — | $0 | — |
| Next quarter | — | — | — | $0 | — |
| Current fiscal year (ends 2026-12-31) | $4.75 | $4.85 | -1.9% | $26.16B | 2 |
| Next fiscal year (ends 2027-12-31) | $5.22 | $5.26 | -0.8% | $27.09B | 4 |
