J. Safra Sarasin Holding AG purchased a new position in Bristol Myers Squibb Company (NYSE:BMY – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 20,914 shares of the biopharmaceutical company’s stock, valued at approximately $1,128,000.
Several other hedge funds have also modified their holdings of BMY. Bath Savings Trust Co boosted its holdings in Bristol Myers Squibb by 2.3% in the fourth quarter. Bath Savings Trust Co now owns 8,743 shares of the biopharmaceutical company’s stock valued at $472,000 after purchasing an additional 198 shares during the period. Albert D Mason Inc. increased its holdings in Bristol Myers Squibb by 3.0% during the 4th quarter. Albert D Mason Inc. now owns 7,236 shares of the biopharmaceutical company’s stock worth $390,000 after purchasing an additional 213 shares during the period. CVA Family Office LLC raised its position in Bristol Myers Squibb by 2.6% in the 3rd quarter. CVA Family Office LLC now owns 8,959 shares of the biopharmaceutical company’s stock valued at $404,000 after purchasing an additional 223 shares in the last quarter. MSH Capital Advisors LLC boosted its stake in shares of Bristol Myers Squibb by 2.9% in the 3rd quarter. MSH Capital Advisors LLC now owns 8,034 shares of the biopharmaceutical company’s stock valued at $362,000 after buying an additional 223 shares during the period. Finally, Bell & Brown Wealth Advisors LLC boosted its stake in shares of Bristol Myers Squibb by 0.5% in the 3rd quarter. Bell & Brown Wealth Advisors LLC now owns 42,691 shares of the biopharmaceutical company’s stock valued at $1,925,000 after buying an additional 224 shares during the period. 76.41% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets
BMY has been the topic of a number of recent research reports. Scotiabank restated a “sector perform” rating and set a $60.00 target price (up from $53.00) on shares of Bristol Myers Squibb in a research note on Friday, January 9th. Truist Financial set a $65.00 price target on shares of Bristol Myers Squibb in a research note on Wednesday, December 3rd. Bank of America upgraded shares of Bristol Myers Squibb from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $52.00 to $61.00 in a report on Monday, December 15th. Piper Sandler reissued an “overweight” rating and issued a $75.00 price objective (up from $66.00) on shares of Bristol Myers Squibb in a research report on Monday, February 23rd. Finally, Guggenheim restated a “buy” rating and issued a $72.00 price objective (up from $62.00) on shares of Bristol Myers Squibb in a report on Friday, February 6th. Nine analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $61.41.
Bristol Myers Squibb Trading Up 1.9%
BMY opened at $61.79 on Thursday. The company has a debt-to-equity ratio of 2.32, a quick ratio of 1.14 and a current ratio of 1.26. Bristol Myers Squibb Company has a one year low of $42.52 and a one year high of $62.89. The company has a market cap of $126.16 billion, a P/E ratio of 17.91, a PEG ratio of 0.17 and a beta of 0.27. The business’s 50-day simple moving average is $59.18 and its 200-day simple moving average is $52.52.
Bristol Myers Squibb (NYSE:BMY – Get Free Report) last announced its quarterly earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.65 by ($0.39). The business had revenue of $12.50 billion during the quarter, compared to analyst estimates of $12.24 billion. Bristol Myers Squibb had a net margin of 14.64% and a return on equity of 69.65%. The business’s revenue for the quarter was up 1.3% compared to the same quarter last year. During the same period last year, the company earned $1.67 earnings per share. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, equities research analysts expect that Bristol Myers Squibb Company will post 6.74 EPS for the current fiscal year.
Bristol Myers Squibb Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Thursday, April 2nd will be issued a $0.63 dividend. The ex-dividend date is Thursday, April 2nd. This represents a $2.52 annualized dividend and a dividend yield of 4.1%. Bristol Myers Squibb’s dividend payout ratio is presently 73.04%.
Bristol Myers Squibb News Summary
Here are the key news stories impacting Bristol Myers Squibb this week:
- Positive Sentiment: Janux Therapeutics nominated a development candidate under its collaboration with Bristol Myers Squibb, triggering a $35 million milestone payment to BMY — a direct near-term cash inflow and validation of the partnered immunotherapy approach. Janux Therapeutics Announces Development Candidate Nomination Under Bristol Myers Squibb Collaboration, Triggering $35 Million Milestone Payment
- Positive Sentiment: Unusual options activity: traders bought ~66,895 call contracts (about +81% vs. typical volume), indicating speculative bullish positioning that can amplify upside intraday. (Market activity report)
- Positive Sentiment: Camzyos adolescent Phase 3 trial met its primary endpoint, supporting label expansion into younger patients — that broadens the addressable market for BMY’s cardiovascular franchise and is a tangible pipeline upside. Camzyos Adolescent Trial Success Might Change The Case For Investing In Bristol-Myers Squibb (BMY)
- Positive Sentiment: Analyst/earnings commentary (Zacks/Yahoo) highlights BMY’s history of earnings surprises and positions the company as likely to beat next quarter — positive for investor sentiment around forward EPS outlook. Will Bristol Myers (BMY) Beat Estimates Again in Its Next Earnings Report?
- Positive Sentiment: Ariel Global Fund re-added Bristol Myers Squibb on “pipeline strength and attractive valuation,” signaling institutional buying interest from a value-oriented manager — supportive for medium-term demand. Ariel Global Fund Re-Added Bristol-Myers Squibb Company (BMY) on Pipeline Strength and Attractive Valuation
- Neutral Sentiment: Bristol Myers Squibb published a patient-guided survey initiative in multiple myeloma to elevate lived experience and equity in care — positive for reputation and long-term stakeholder engagement but unlikely to move near-term revenue. Bristol Myers Squibb Evolves and Expands Standing in the Gaap To Advance More Equitable Care in Multiple Myeloma As Program Marks Ten Years
- Neutral Sentiment: Industry market reports (kidney/renal cell carcinoma) project multi-year growth and list BMY among major players — positive context for addressable market expansion but not an immediate catalyst. Advanced Renal Cell Carcinoma Treatment Market to Grow by $3.1 Billion During 2026-2030
- Neutral Sentiment: Recent market commentary and data pieces note BMY has gained but still trails broader market performance — descriptive market context rather than a specific new catalyst. Bristol Myers Squibb Co. stock rises Tuesday, still underperforms market
Bristol Myers Squibb Profile
Bristol Myers Squibb is a global biopharmaceutical company headquartered in Princeton, New Jersey, focused on discovering, developing and delivering medicines for serious diseases. The company’s core activities include research and development, clinical development, manufacturing and commercialization of prescription pharmaceuticals across multiple therapeutic areas. BMS concentrates on advancing therapies in oncology, hematology, immunology, cardiovascular disease and specialty areas through both small molecules and biologics.
BMS’s marketed portfolio and late?stage pipeline reflect a strong emphasis on cancer and immune?mediated conditions.
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