Bristol Myers Squibb Company $BMY Shares Sold by Clifford Swan Investment Counsel LLC

Clifford Swan Investment Counsel LLC trimmed its position in shares of Bristol Myers Squibb Company (NYSE:BMY) by 6.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 326,028 shares of the biopharmaceutical company’s stock after selling 21,972 shares during the quarter. Clifford Swan Investment Counsel LLC’s holdings in Bristol Myers Squibb were worth $14,704,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the business. CVA Family Office LLC grew its position in shares of Bristol Myers Squibb by 2.6% in the third quarter. CVA Family Office LLC now owns 8,959 shares of the biopharmaceutical company’s stock valued at $404,000 after purchasing an additional 223 shares during the period. MSH Capital Advisors LLC boosted its holdings in shares of Bristol Myers Squibb by 2.9% during the 3rd quarter. MSH Capital Advisors LLC now owns 8,034 shares of the biopharmaceutical company’s stock worth $362,000 after purchasing an additional 223 shares during the last quarter. Bell & Brown Wealth Advisors LLC grew its position in shares of Bristol Myers Squibb by 0.5% in the third quarter. Bell & Brown Wealth Advisors LLC now owns 42,691 shares of the biopharmaceutical company’s stock valued at $1,925,000 after purchasing an additional 224 shares in the last quarter. Addison Advisors LLC increased its holdings in shares of Bristol Myers Squibb by 6.2% in the third quarter. Addison Advisors LLC now owns 3,972 shares of the biopharmaceutical company’s stock valued at $179,000 after purchasing an additional 232 shares during the last quarter. Finally, Mccarter Private Wealth Services LLC lifted its position in Bristol Myers Squibb by 5.0% during the third quarter. Mccarter Private Wealth Services LLC now owns 4,931 shares of the biopharmaceutical company’s stock worth $222,000 after buying an additional 235 shares in the last quarter. Hedge funds and other institutional investors own 76.41% of the company’s stock.

Bristol Myers Squibb News Roundup

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

• Positive Sentiment: Positive Phase III interim topline results reported for izalontamab brengitecan (Iza‑bren) in previously treated unresectable locally advanced/metastatic triple‑negative breast cancer — a potentially high-value ADC Bristol Myers licensed from China that management has flagged as central to future growth. This outcome materially de‑riskes a late‑stage asset that could drive long‑term revenue and milestone upside. SystImmune and Bristol Myers Squibb Highlight Positive Phase III Interim Topline Results for izalontamab brengitecan (Iza‑bren)
• Positive Sentiment: Clinical pipeline progress beyond Iza‑bren: BMY advanced a pediatric lymphoma combination study, signaling additional, smaller near‑term clinical catalysts and “quiet upside” opportunities that can support incremental valuation gains if data readouts continue to be constructive. Bristol‑Myers Squibb Advances Pediatric Lymphoma Combo
• Neutral Sentiment: Positive press pieces from stock‑style outlets (Zacks) highlight BMY as a value and momentum name, which may attract different investor audiences but do not represent new company fundamentals or catalysts. Bristol Myers Squibb (BMY) is a Top‑Ranked Momentum Stock
• Negative Sentiment: RBC Capital initiated coverage with a Sector Perform rating and a $60 price target — slightly below current levels — which can temper upside from momentum traders and suggests limited near‑term upside in RBC’s view. RBC Capital Initiates Bristol Myers with $60 Target
• Negative Sentiment: Recent quarterly results showed an EPS miss (Q4 EPS $1.26 vs. $1.65 expected) despite a slight revenue beat; management set FY2026 EPS guidance of $6.05–$6.35. The earnings miss and the still‑high leverage (debt/equity ~2.3) remain near‑term headwinds that can pressure the stock until growth visibility improves. Bristol Myers Squibb – recent earnings and metrics

Bristol Myers Squibb Stock Performance

Shares of BMY stock opened at $61.10 on Friday. Bristol Myers Squibb Company has a one year low of $42.52 and a one year high of $63.33. The company has a debt-to-equity ratio of 2.32, a quick ratio of 1.14 and a current ratio of 1.26. The firm’s 50 day moving average price is $56.81 and its 200-day moving average price is $50.41. The firm has a market cap of $124.43 billion, a P/E ratio of 17.71, a P/E/G ratio of 0.17 and a beta of 0.29.

Bristol Myers Squibb (NYSE:BMY) last announced its 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). Bristol Myers Squibb had a net margin of 14.64% and a return on equity of 69.65%. The firm had revenue of $12.50 billion during the quarter, compared to analysts’ expectations of $12.24 billion. During the same period in the previous year, the firm earned $1.67 EPS. The firm’s revenue for the quarter was up 1.3% compared to the same quarter last year. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, equities research analysts predict 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 was paid on Monday, February 2nd. Investors of record on Friday, January 2nd were issued a dividend of $0.63 per share. This is a positive change from Bristol Myers Squibb’s previous quarterly dividend of $0.62. The ex-dividend date was Friday, January 2nd. This represents a $2.52 dividend on an annualized basis and a yield of 4.1%. Bristol Myers Squibb’s dividend payout ratio (DPR) is 73.04%.

Wall Street Analyst Weigh In

BMY has been the subject of several analyst reports. Morgan Stanley restated an “underweight” rating and issued a $40.00 target price on shares of Bristol Myers Squibb in a report on Friday, February 6th. Citigroup upped their price objective on shares of Bristol Myers Squibb from $60.00 to $64.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Leerink Partners raised their price objective on shares of Bristol Myers Squibb from $54.00 to $60.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 13th. Barclays started coverage on shares of Bristol Myers Squibb in a report on Thursday, February 19th. They issued an “overweight” rating and a $75.00 target price on the stock. Finally, Truist Financial set a $65.00 price target on shares of Bristol Myers Squibb in a report on Wednesday, December 3rd. Nine investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Bristol Myers Squibb presently has an average rating of “Hold” and an average price target of $60.71.

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.