Investment House LLC Sells 18,277 Shares of Bristol Myers Squibb Company $BMY

Investment House LLC lessened its holdings in shares of Bristol Myers Squibb Company (NYSE:BMY) by 57.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,722 shares of the biopharmaceutical company’s stock after selling 18,277 shares during the quarter. Investment House LLC’s holdings in Bristol Myers Squibb were worth $619,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Trifecta Capital Advisors LLC bought a new stake in shares of Bristol Myers Squibb during the second quarter worth about $25,000. Darwin Wealth Management LLC acquired a new position in Bristol Myers Squibb during the 2nd quarter valued at about $25,000. Harbor Capital Advisors Inc. increased its holdings in Bristol Myers Squibb by 107.2% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 605 shares of the biopharmaceutical company’s stock worth $27,000 after purchasing an additional 313 shares in the last quarter. REAP Financial Group LLC raised its stake in shares of Bristol Myers Squibb by 202.8% in the second quarter. REAP Financial Group LLC now owns 639 shares of the biopharmaceutical company’s stock worth $30,000 after purchasing an additional 428 shares during the last quarter. Finally, DHJJ Financial Advisors Ltd. lifted its holdings in shares of Bristol Myers Squibb by 51.9% in the second quarter. DHJJ Financial Advisors Ltd. now owns 781 shares of the biopharmaceutical company’s stock valued at $36,000 after purchasing an additional 267 shares in the last quarter. Institutional investors and hedge funds own 76.41% of the company’s stock.

Bristol Myers Squibb Stock Down 0.6%

BMY opened at $54.61 on Monday. Bristol Myers Squibb Company has a twelve month low of $42.52 and a twelve month high of $63.33. The company’s 50-day moving average price is $52.57 and its two-hundred day moving average price is $48.40. The stock has a market cap of $111.17 billion, a price-to-earnings ratio of 18.45, a PEG ratio of 0.17 and a beta of 0.29. The company has a quick ratio of 1.17, a current ratio of 1.27 and a debt-to-equity ratio of 2.39.

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

Bristol Myers Squibb Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Friday, January 2nd will be paid a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 4.6%. The ex-dividend date is Friday, January 2nd. This is a positive change from Bristol Myers Squibb’s previous quarterly dividend of $0.62. Bristol Myers Squibb’s dividend payout ratio is currently 85.14%.

Analyst Ratings Changes

Several equities research analysts recently issued reports on BMY shares. Dbs Bank upgraded Bristol Myers Squibb to a “moderate buy” rating in a report on Thursday, October 2nd. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Bristol Myers Squibb in a report on Monday, November 24th. BMO Capital Markets reiterated a “market perform” rating on shares of Bristol Myers Squibb in a research note on Monday, November 17th. Guggenheim reissued a “buy” rating on shares of Bristol Myers Squibb in a research report on Tuesday, December 23rd. Finally, Wall Street Zen upgraded shares of Bristol Myers Squibb from a “buy” rating to a “strong-buy” rating in a report on Saturday, November 8th. Seven investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $56.86.

Key Stories Impacting Bristol Myers Squibb

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

• Positive Sentiment: BMY struck a sizable collaboration and exclusive license deal with Janux Therapeutics (worth up to ~$800M), signaling near‑term external innovation that could bolster BMY’s oncology pipeline and near‑term partnering upside. Janux Therapeutics Strikes Bristol Myers Biotech Deal Worth $800 Million
• Positive Sentiment: BMY and BioNTech advanced a Phase 3 lung‑cancer program for pumitamig, a potential new competitor to Keytruda — a successful readout would be material to oncology revenue upside. Bristol-Myers Squibb and BioNTech Advance New Lung Cancer Weapon Against Keytruda in Phase 3 Trial
• Positive Sentiment: BMY reported progress in a China mesothelioma trial for Opdivo + Yervoy, which signals additional oncology label/market expansion opportunities in a large market. Bristol Myers Squibb Advances Opdivo/Yervoy in China Mesothelioma Trial, Signaling New Oncology Upside
• Positive Sentiment: BMY announced a collaboration with Microsoft to develop AI‑driven early detection tools for lung cancer — a strategic move that could accelerate diagnostics-linked R&D and potential data/technology synergies. Bristol Myers Squibb Announces Collaboration with Microsoft to Advance AI-Driven Early Detection of Lung Cancer
• Positive Sentiment: Analysts at UBS turned more constructive on biotech/pharma, including BMY exposure, which supports investor sentiment around sector recovery and dividend stability. Bristol-Myers (BMY): UBS turns bullish as biotech and pharma show signs of a recovery
• Neutral Sentiment: Coverage pieces are re‑evaluating BMY’s valuation and pipeline after the Microsoft pact and Camzyos trial news — useful context but not an immediate earnings swing. A Look At Bristol Myers Squibb (BMY) Valuation After New Microsoft AI Pact And Camzyos Trial Results
• Neutral Sentiment: Analyst action: Citi placed BMY at a Hold, tempering upside expectations from some investors even as clinical headlines roll in. Bristol-Myers Squibb (BMY) Receives a Hold from Citi
• Negative Sentiment: An analyst lowered Q1 EPS estimates for BMY, adding short‑term earnings pressure and a reason for cautious positioning ahead of upcoming quarterly/clinical readouts. Q1 EPS Estimate for Bristol Myers Squibb Lowered by Analyst
• Neutral Sentiment: Stock commentary noting “mixed returns and pipeline developments” flags that while R&D catalysts are meaningful, execution risk and valuation remain focal for investors. Reassessing Bristol Myers Squibb (BMY) After Mixed Returns And Product Pipeline Developments

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.