Birmingham Capital Management Co. Inc. AL Reduces Stake in Bristol Myers Squibb Company $BMY

Birmingham Capital Management Co. Inc. AL lowered its stake in shares of Bristol Myers Squibb Company (NYSE:BMY) by 55.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 16,141 shares of the biopharmaceutical company’s stock after selling 20,220 shares during the period. Birmingham Capital Management Co. Inc. AL’s holdings in Bristol Myers Squibb were worth $728,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Solitude Financial Services grew its stake in shares of Bristol Myers Squibb by 34.2% during the 3rd quarter. Solitude Financial Services now owns 14,510 shares of the biopharmaceutical company’s stock worth $654,000 after acquiring an additional 3,700 shares during the period. Capital Investment Advisory Services LLC raised its stake in Bristol Myers Squibb by 8.1% in the 3rd quarter. Capital Investment Advisory Services LLC now owns 16,302 shares of the biopharmaceutical company’s stock valued at $735,000 after acquiring an additional 1,216 shares during the period. RMR Wealth Builders lifted its holdings in Bristol Myers Squibb by 11.0% during the third quarter. RMR Wealth Builders now owns 4,808 shares of the biopharmaceutical company’s stock valued at $217,000 after purchasing an additional 477 shares during the last quarter. Portside Wealth Group LLC increased its stake in shares of Bristol Myers Squibb by 15.2% in the third quarter. Portside Wealth Group LLC now owns 21,712 shares of the biopharmaceutical company’s stock worth $979,000 after purchasing an additional 2,860 shares in the last quarter. Finally, HORAN Wealth LLC bought a new stake in shares of Bristol Myers Squibb in the third quarter valued at approximately $454,000. Hedge funds and other institutional investors own 76.41% of the company’s stock.

Bristol Myers Squibb Price Performance

Bristol Myers Squibb stock opened at $61.99 on Friday. The stock has a market cap of $126.20 billion, a price-to-earnings ratio of 17.97, a PEG ratio of 0.18 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. The business has a 50-day simple moving average of $54.34 and a 200 day simple moving average of $49.03. 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 issued 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 for the quarter, compared to the consensus estimate of $12.24 billion. Bristol Myers Squibb had a net margin of 14.64% and a return on equity of 70.30%. The business’s revenue was up 1.3% compared to the same quarter last year. During the same quarter last year, the business posted $1.67 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. On average, research analysts forecast that Bristol Myers Squibb Company will post 6.74 earnings per share for the current fiscal year.

Bristol Myers Squibb Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Friday, January 2nd were given a dividend of $0.63 per share. This is an increase from Bristol Myers Squibb’s previous quarterly dividend of $0.62. The ex-dividend date was Friday, January 2nd. This represents a $2.52 annualized dividend and a dividend yield of 4.1%. Bristol Myers Squibb’s dividend payout ratio is 85.14%.

Key Bristol Myers Squibb News

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

• Positive Sentiment: Q4 revenue beat and growth portfolio momentum — BMY reported $12.5B in Q4 revenue with growth in new products (immuno‑oncology) helping offset legacy declines; investors view the topline beat as validating the company’s transition. Bristol Myers Squibb Reports Fourth Quarter and Full-Year Financial Results for 2025
• Positive Sentiment: Upside FY‑2026 guidance — management set FY‑2026 EPS of $6.05–$6.35 and revenue guidance of $46.0–$47.5B, both above consensus, which markets are treating as a material bullish catalyst for forward earnings and cash flow expectations. Bristol Myers forecasts upbeat 2026, expecting Eliquis price cut to pay off
• Positive Sentiment: Management and pipeline commentary — CEO Chris Boerner highlighted the strongest pipeline in a decade and called out new growth engines, supporting investor confidence in sustained medium‑term revenue growth. Bristol Myers Squibb CEO: Richest product pipeline we’ve had in the last decade
• Positive Sentiment: Street reaction — Citigroup raised its price target from $60 to $64 (maintaining a neutral rating), signalling modest analyst support for upside after the print and guidance. Tickerreport: Citigroup raises target
• Neutral Sentiment: Dividend/total-return thesis discussed — commentary (Seeking Alpha) frames BMY as a dividend income play with hidden upside from pipeline and buybacks; relevant for income-oriented investors but less immediate as a price catalyst. Bristol-Myers Squibb: A Dividend Gem With Hidden Upside In 2026
• Negative Sentiment: EPS mix and legacy headwinds — non‑GAAP EPS dynamics and year‑over‑year decline in EPS (and some legacy drug declines) remain a risk; some outlets note EPS was below certain Street figures and that company sales may decline in 2026 before new-product gains fully offset legacy erosion. MarketBeat: Earnings and call materials
• Negative Sentiment: Some analysts/publication notes that overall sales could decline in 2026 — this has been flagged as a medium‑term headwind that could pressure consensus if new-product uptake lags expectations. MSN: Bristol Myers expects sales to decline this year

Analysts Set New Price Targets

Several research analysts recently commented on the stock. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Bristol Myers Squibb in a report on Monday, November 24th. Scotiabank reaffirmed a “sector perform” rating and issued a $60.00 price target (up from $53.00) on shares of Bristol Myers Squibb in a report on Friday, January 9th. Wall Street Zen upgraded Bristol Myers Squibb from a “buy” rating to a “strong-buy” rating in a research report on Saturday, November 8th. Piper Sandler reissued an “overweight” rating and set a $66.00 price objective (up previously from $62.00) on shares of Bristol Myers Squibb in a report on Wednesday, January 28th. Finally, Leerink Partners lifted their target price on Bristol Myers Squibb from $54.00 to $60.00 and gave the company an “outperform” rating in a report on Tuesday, January 13th. Eight analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Bristol Myers Squibb presently has an average rating of “Hold” and a consensus price target of $59.20.

About Bristol Myers Squibb

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.