Oppenheimer Asset Management Inc. Purchases 32,005 Shares of Bristol Myers Squibb Company $BMY

Oppenheimer Asset Management Inc. grew its position in shares of Bristol Myers Squibb Company (NYSE:BMY) by 6.4% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 531,538 shares of the biopharmaceutical company’s stock after buying an additional 32,005 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in Bristol Myers Squibb were worth $23,972,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently modified their holdings of BMY. Gateway Investment Advisers LLC grew its stake in Bristol Myers Squibb by 10.0% during the third quarter. Gateway Investment Advisers LLC now owns 113,457 shares of the biopharmaceutical company’s stock valued at $5,117,000 after acquiring an additional 10,284 shares in the last quarter. CWA Asset Management Group LLC grew its position in shares of Bristol Myers Squibb by 25.9% during the 3rd quarter. CWA Asset Management Group LLC now owns 150,359 shares of the biopharmaceutical company’s stock valued at $6,781,000 after purchasing an additional 30,909 shares in the last quarter. Commonwealth Retirement Investments LLC increased its holdings in shares of Bristol Myers Squibb by 24.6% in the second quarter. Commonwealth Retirement Investments LLC now owns 59,183 shares of the biopharmaceutical company’s stock worth $2,740,000 after purchasing an additional 11,690 shares during the period. Railway Pension Investments Ltd raised its position in shares of Bristol Myers Squibb by 3.7% in the third quarter. Railway Pension Investments Ltd now owns 1,139,600 shares of the biopharmaceutical company’s stock worth $51,396,000 after buying an additional 40,300 shares in the last quarter. Finally, Stephens Inc. AR boosted its stake in Bristol Myers Squibb by 13.5% during the third quarter. Stephens Inc. AR now owns 273,343 shares of the biopharmaceutical company’s stock valued at $12,328,000 after buying an additional 32,476 shares during the period. 76.41% of the stock is owned by institutional investors.

Analyst Ratings Changes

BMY has been the topic of several recent analyst reports. Wall Street Zen raised Bristol Myers Squibb from a “buy” rating to a “strong-buy” rating in a report on Saturday, November 8th. Truist Financial set a $65.00 target price on shares of Bristol Myers Squibb in a research note on Wednesday, December 3rd. Cantor Fitzgerald reissued a “neutral” rating on shares of Bristol Myers Squibb in a research note on Monday, November 24th. Guggenheim restated a “buy” rating and set a $72.00 price objective (up previously from $62.00) on shares of Bristol Myers Squibb in a research report on Friday. Finally, Scotiabank reiterated a “sector perform” rating and issued a $60.00 target price (up from $53.00) on shares of Bristol Myers Squibb in a research report on Friday, January 9th. Eight investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Bristol Myers Squibb presently has a consensus rating of “Hold” and a consensus target price of $59.20.

Bristol Myers Squibb Trading Up 4.1%

Shares of BMY opened at $61.99 on Monday. Bristol Myers Squibb Company has a fifty-two week low of $42.52 and a fifty-two week high of $63.33. The firm has a market cap of $126.20 billion, a price-to-earnings ratio of 17.97, a PEG ratio of 0.19 and a beta of 0.29. The firm has a 50 day moving average price of $54.34 and a 200-day moving average price of $49.03. The company has a debt-to-equity ratio of 2.39, a quick ratio of 1.17 and a current ratio of 1.27.

Bristol Myers Squibb (NYSE:BMY) last issued its earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 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 analysts’ expectations of $12.24 billion. Bristol Myers Squibb had a return on equity of 70.30% and a net margin of 14.64%.Bristol Myers Squibb’s revenue for the quarter was up 1.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.67 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, equities research analysts forecast that Bristol Myers Squibb Company will post 6.74 earnings per share for the current year.

Bristol Myers Squibb Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Friday, January 2nd were issued a dividend of $0.63 per share. The ex-dividend date was Friday, January 2nd. This represents a $2.52 annualized dividend and a yield of 4.1%. This is a boost from Bristol Myers Squibb’s previous quarterly dividend of $0.62. Bristol Myers Squibb’s dividend payout ratio (DPR) is currently 73.04%.

Bristol Myers Squibb News Roundup

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

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.