14,966 Shares in Bristol Myers Squibb Company $BMY Purchased by Compass Financial Management LLC

Compass Financial Management LLC bought a new stake in Bristol Myers Squibb Company (NYSE:BMY) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 14,966 shares of the biopharmaceutical company’s stock, valued at approximately $932,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in Bristol Myers Squibb by 33.4% in the 4th quarter. Brighton Jones LLC now owns 19,728 shares of the biopharmaceutical company’s stock valued at $1,116,000 after acquiring an additional 4,935 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of Bristol Myers Squibb by 59.4% during the second quarter. Sivia Capital Partners LLC now owns 7,477 shares of the biopharmaceutical company’s stock worth $346,000 after purchasing an additional 2,786 shares during the last quarter. United Bank grew its position in shares of Bristol Myers Squibb by 15.0% in the second quarter. United Bank now owns 25,148 shares of the biopharmaceutical company’s stock valued at $1,164,000 after purchasing an additional 3,277 shares during the period. Marshall Wace LLP acquired a new position in Bristol Myers Squibb in the second quarter valued at $221,000. Finally, Nebula Research & Development LLC acquired a new position in Bristol Myers Squibb in the second quarter valued at $405,000. 76.41% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of brokerages have issued reports on BMY. Roth Capital assumed coverage on Bristol Myers Squibb in a research note on Wednesday, August 5th. They issued a “buy” rating and a $75.00 price target on the stock. Argus upgraded shares of Bristol Myers Squibb from a “hold” rating to a “buy” rating and set a $75.00 price objective on the stock in a report on Wednesday, August 5th. BMO Capital Markets reissued a “market perform” rating on shares of Bristol Myers Squibb in a research report on Monday, July 27th. TD Cowen initiated coverage on shares of Bristol Myers Squibb in a report on Wednesday, August 5th. They issued a “buy” rating for the company. Finally, Cantor Fitzgerald reaffirmed a “neutral” rating and set a $59.00 price target (up from $54.00) on shares of Bristol Myers Squibb in a research report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Bristol Myers Squibb has a consensus rating of “Moderate Buy” and a consensus price target of $66.06.

Bristol Myers Squibb Stock Performance

Bristol Myers Squibb stock opened at $67.06 on Monday. The company has a market cap of $136.98 billion, a price-to-earnings ratio of 14.77, a price-to-earnings-growth ratio of 0.17 and a beta of 0.22. Bristol Myers Squibb Company has a 12 month low of $42.52 and a 12 month high of $68.64. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.53 and a quick ratio of 1.38. The stock’s 50-day moving average is $60.55 and its 200-day moving average is $59.39.

Bristol Myers Squibb (NYSE:BMY) last issued its earnings results on Thursday, July 30th. The biopharmaceutical company reported $2.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.60 by $0.44. The business had revenue of $12.97 billion during the quarter, compared to analysts’ expectations of $11.74 billion. Bristol Myers Squibb had a return on equity of 66.90% and a net margin of 18.87%.The company’s revenue for the quarter was up 5.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.46 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.750-7.000 EPS. Equities analysts anticipate that Bristol Myers Squibb Company will post 6.95 earnings per share for the current year.

Bristol Myers Squibb Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, August 3rd. Stockholders of record on Thursday, July 2nd were given a $0.63 dividend. The ex-dividend date of this dividend was Thursday, July 2nd. This represents a $2.52 annualized dividend and a dividend yield of 3.8%. Bristol Myers Squibb’s dividend payout ratio is presently 55.51%.

Key Stories Impacting Bristol Myers Squibb

Here are the key news stories impacting Bristol Myers Squibb this week:

• Positive Sentiment: Bristol Myers Squibb plans to invest approximately $2.3 billion in a new Houston manufacturing facility, part of a broader $40 billion U.S. investment commitment. The project reinforces BMY’s confidence in domestic production capacity and could support long-term operational growth. Bristol-Myers Squibb Bets $2.3 Billion on Texas
• Positive Sentiment: BMY is collaborating with Chai Discovery on artificial-intelligence-driven antibody discovery. The partnership could help identify novel therapeutic candidates more efficiently and strengthens the company’s efforts to modernize its drug-development platform. Chai Discovery Collaboration
• Positive Sentiment: The company is launching a Phase 1 study of an early Alzheimer’s disease antibody. Although the program remains highly experimental, it adds another potential long-term growth opportunity to BMY’s pipeline. Early Alzheimer’s Antibody Study
• Positive Sentiment: Strong Eliquis performance is helping offset declines in BMY’s older products facing generic pressure, supporting a more favorable 2026 revenue outlook. Elevated call-option activity also signals increased bullish interest, though it is not a fundamental guarantee. Eliquis and Legacy Portfolio Analysis
• Neutral Sentiment: Early clinical work on navlimetostat shows continued pipeline activity, but the Phase 1-stage program has not yet produced efficacy data that would materially change near-term earnings expectations. Navlimetostat Study Update
• Negative Sentiment: Generic competition remains a key risk for BMY’s legacy portfolio. Investors must determine whether Eliquis growth and newer pipeline assets can replace revenue lost as established medicines face erosion. Legacy Portfolio Erosion Analysis

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.