CX Institutional Has $7.48 Million Stock Position in Bristol Myers Squibb Company $BMY

CX Institutional grew its position in Bristol Myers Squibb Company (NYSE:BMY) by 9.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 165,742 shares of the biopharmaceutical company’s stock after purchasing an additional 13,959 shares during the period. CX Institutional’s holdings in Bristol Myers Squibb were worth $7,475,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in BMY. Integras Partners LLC grew its stake in shares of Bristol Myers Squibb by 46.0% in the 3rd quarter. Integras Partners LLC now owns 70,280 shares of the biopharmaceutical company’s stock valued at $3,170,000 after buying an additional 22,141 shares in the last quarter. Childress Capital Advisors LLC grew its position in Bristol Myers Squibb by 55.0% in the third quarter. Childress Capital Advisors LLC now owns 8,095 shares of the biopharmaceutical company’s stock worth $365,000 after acquiring an additional 2,874 shares in the last quarter. Park Avenue Securities LLC increased its stake in shares of Bristol Myers Squibb by 47.2% during the 3rd quarter. Park Avenue Securities LLC now owns 53,831 shares of the biopharmaceutical company’s stock worth $2,428,000 after purchasing an additional 17,266 shares during the last quarter. KLP Kapitalforvaltning AS raised its holdings in shares of Bristol Myers Squibb by 6.6% during the 3rd quarter. KLP Kapitalforvaltning AS now owns 1,527,558 shares of the biopharmaceutical company’s stock valued at $68,893,000 after purchasing an additional 94,500 shares in the last quarter. Finally, Cerity Partners LLC lifted its stake in shares of Bristol Myers Squibb by 9.2% in the 3rd quarter. Cerity Partners LLC now owns 942,270 shares of the biopharmaceutical company’s stock valued at $42,496,000 after purchasing an additional 79,647 shares during the last quarter. 76.41% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have commented on BMY shares. Wall Street Zen upgraded Bristol Myers Squibb from a “buy” rating to a “strong-buy” rating in a report on Saturday, November 8th. Weiss Ratings reissued a “hold (c-)” rating on shares of Bristol Myers Squibb in a research note on Tuesday, October 14th. Cantor Fitzgerald restated a “neutral” rating on shares of Bristol Myers Squibb in a report on Monday, November 24th. Dbs Bank upgraded Bristol Myers Squibb to a “moderate buy” rating in a report on Thursday, October 2nd. Finally, Guggenheim restated a “buy” rating on shares of Bristol Myers Squibb in a research note on Tuesday, December 23rd. Six equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $56.08.

Bristol Myers Squibb Stock Performance

NYSE BMY opened at $56.69 on Thursday. The company’s fifty day moving average is $50.52 and its two-hundred day moving average is $47.68. The firm has a market capitalization of $115.40 billion, a price-to-earnings ratio of 19.15, a P/E/G ratio of 9.05 and a beta of 0.29. The company has a debt-to-equity ratio of 2.39, a current ratio of 1.27 and a quick ratio of 1.17. Bristol Myers Squibb Company has a 52-week low of $42.52 and a 52-week high of $63.33.

Bristol Myers Squibb (NYSE:BMY) last released its earnings results on Thursday, October 30th. The biopharmaceutical company reported $1.63 earnings per share for the quarter, topping analysts’ consensus estimates of $1.52 by $0.11. The business had revenue of $12.22 billion for the quarter, compared to the consensus estimate of $11.75 billion. Bristol Myers Squibb had a return on equity of 76.53% and a net margin of 12.57%.The firm’s revenue for the quarter was up 2.8% compared to the same quarter last year. During the same period last year, the business earned $1.80 earnings per share. Bristol Myers Squibb has set its FY 2025 guidance at 6.400-6.600 EPS. Equities research analysts forecast that Bristol Myers Squibb Company will post 6.74 EPS for the current year.

Bristol Myers Squibb Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Friday, January 2nd will be paid a $0.63 dividend. The ex-dividend date is Friday, January 2nd. This is a positive change from Bristol Myers Squibb’s previous quarterly dividend of $0.62. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.4%. Bristol Myers Squibb’s dividend payout ratio is currently 85.14%.

Bristol Myers Squibb News Roundup

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

• Positive Sentiment: UBS upgraded BMY from Neutral to Buy and raised its price target to $65 (from $46), signaling stronger analyst conviction that BMY’s outlook and valuation are attractive — a clear near-term bullish catalyst for the stock. Bristol-Myers just upgraded at UBS — here’s why
• Positive Sentiment: Real‑world lung cancer data reported for nivolumab (Opdivo) adds evidence for continued demand in that indication, supporting BMY’s oncology revenue outlook and reducing execution risk around the immuno‑oncology franchise. Real-World Lung Cancer Study Adds Support for Nivolumab Growth Story
• Positive Sentiment: BMS quietly opened a first‑in‑human study for BMS‑986521, expanding the pipeline and giving investors a new clinical readout to watch for longer‑term upside beyond legacy products. Quietly Expands Pipeline With New First-in-Human Study of BMS-986521
• Positive Sentiment: Analyst and media commentary (Zacks, Motley Fool) point to BMY’s history of earnings beats, attractive dividend yield and FY25 guidance (6.40–6.60 EPS), which supports expectations for another upside surprise. Why Bristol Myers (BMY) is Poised to Beat Earnings Estimates Again Fat dividend and a chance for growth
• Neutral Sentiment: General market screens and sector stories (Zacks roundup pieces) include BMY as a medical stock to watch, but these are broader thematic notes rather than company‑specific catalysts. Why Investors Need to Take Advantage of These 2 Medical Stocks Now
• Neutral Sentiment: Articles highlighting BMY’s strong return on equity and financial metrics provide context on quality but are not immediate price drivers. Is Bristol-Myers Squibb Company’s (NYSE:BMY) 33% ROE Better Than Average?
• Negative Sentiment: Valuation concerns tied to patent cliffs for Opdivo and Eliquis are being raised — some pieces argue current pricing may not fully reflect near‑term generic/competitive risk, which is a material downward pressure on longer‑term revenue forecasts if realized. Is Bristol Myers Squibb (BMY) Pricing Reflect Recent Opdivo And Eliquis Patent Cliff Risks

Bristol Myers Squibb Company 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.