Bristol Myers Squibb Company $BMY Shares Sold by Capital Group Private Client Services Inc.

Capital Group Private Client Services Inc. decreased its holdings in Bristol Myers Squibb Company (NYSE:BMY) by 89.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 48,838 shares of the biopharmaceutical company’s stock after selling 426,737 shares during the quarter. Capital Group Private Client Services Inc.’s holdings in Bristol Myers Squibb were worth $2,203,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the business. Norges Bank purchased a new position in Bristol Myers Squibb in the second quarter worth approximately $1,554,154,000. Charles Schwab Investment Management Inc. increased its position in shares of Bristol Myers Squibb by 16.8% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 70,802,680 shares of the biopharmaceutical company’s stock valued at $3,277,456,000 after purchasing an additional 10,195,775 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of Bristol Myers Squibb by 428.5% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 11,311,281 shares of the biopharmaceutical company’s stock valued at $523,599,000 after purchasing an additional 9,171,098 shares in the last quarter. Man Group plc raised its holdings in shares of Bristol Myers Squibb by 280.4% in the 2nd quarter. Man Group plc now owns 7,465,845 shares of the biopharmaceutical company’s stock valued at $345,594,000 after purchasing an additional 5,503,391 shares in the last quarter. Finally, Franklin Resources Inc. lifted its position in shares of Bristol Myers Squibb by 142.8% during the 2nd quarter. Franklin Resources Inc. now owns 8,436,811 shares of the biopharmaceutical company’s stock worth $390,541,000 after purchasing an additional 4,961,869 shares during the last quarter. 76.41% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms recently commented on BMY. Morgan Stanley reissued an “underweight” rating and issued a $40.00 target price on shares of Bristol Myers Squibb in a report on Friday, February 6th. Barclays began coverage on Bristol Myers Squibb in a research report on Thursday, February 19th. They set an “overweight” rating and a $75.00 price objective for the company. Scotiabank reiterated a “sector perform” rating and issued a $60.00 price objective (up from $53.00) on shares of Bristol Myers Squibb in a report on Friday, January 9th. BMO Capital Markets reissued a “market perform” rating on shares of Bristol Myers Squibb in a research report on Monday, November 17th. Finally, Guggenheim reaffirmed a “buy” rating and issued a $72.00 price target (up from $62.00) on shares of Bristol Myers Squibb in a report on Friday, February 6th. Nine analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Bristol Myers Squibb has a consensus rating of “Hold” and a consensus target price of $61.00.

Bristol Myers Squibb News Roundup

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

• Positive Sentiment: Positive Phase 3 SUCCESSOR-2 data — Oral mezigdomide combo improved progression-free survival in relapsed/refractory multiple myeloma, advancing BMY’s CELMoD program and de‑risking a high-value oncology asset. This is likely to broaden future revenue potential if regulatory paths proceed. Bristol Myers Squibb Announces Positive Phase 3 Results (BusinessWire)
• Positive Sentiment: FDA expands Sotyktu (TYK2 inhibitor) label to include psoriatic arthritis after strong POETYK data — adds a near-term commercial opportunity that can increase prescription volume and support top-line growth for the TYK2 franchise. BMY Wins FDA Nod to Expand Sotyktu Label (Zacks)
• Positive Sentiment: Pipeline update highlights TYK2 and CELMoD milestones — company commentary reinforced clinical momentum across multiple programs, which supports medium‑term growth expectations if approvals/commercial launches follow. Bristol Myers Squibb Pipeline Update (Yahoo Finance)
• Neutral Sentiment: Reuters and other outlets independently reported the same late‑stage oncology success, increasing media visibility but duplicating the primary clinical newsflow. This broad coverage can attract investor attention but may already be priced in. Bristol’s cancer treatment meets main goal (Reuters)
• Neutral Sentiment: Valuation/strategy pieces assess BMY’s revenue and earnings reset driven by the growth portfolio — useful for longer‑term investors but not immediate catalysts. Analysts’ models diverge on how quickly pipeline wins translate to consensus EPS. Assessing Bristol Myers Squibb Valuation (Yahoo Finance)
• Neutral Sentiment: Market commentary and stock‑interest articles (Zacks/Yahoo/MSN) have increased attention on BMY; trending interest can raise volatility but is not a directional fundamental change. Is Trending Stock Bristol Myers Squibb a Buy Now? (Yahoo/Zacks)
• Neutral Sentiment: Sector/market reports and portfolio reviews (Seeking Alpha, industry reports) referenced broader healthcare dynamics; these provide context but are not company‑specific catalysts. Virtus Large Cap Growth SMA Q4 2025 Portfolio Review (Seeking Alpha)
• Negative Sentiment: Analyst consensus remains a “Hold” — suggests analysts see upside risks balanced by execution or valuation concerns, which can cap upside near term and pressure the stock despite positive pipeline headlines. Bristol Myers Squibb Given Consensus Rating of “Hold” (American Banking News)

Bristol Myers Squibb Stock Down 0.9%

BMY opened at $60.11 on Wednesday. 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 stock has a market capitalization of $122.41 billion, a P/E ratio of 17.42, a price-to-earnings-growth ratio of 0.17 and a beta of 0.26. The business’s 50-day simple moving average is $57.90 and its 200-day simple moving average is $51.20.

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). The firm had revenue of $12.50 billion during the quarter, compared to analyst estimates of $12.24 billion. Bristol Myers Squibb had a net margin of 14.64% and a return on equity of 69.65%. The firm’s revenue for the quarter was up 1.3% compared to the same quarter last year. During the same period last year, the company earned $1.67 earnings per share. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Analysts anticipate that Bristol Myers Squibb Company will post 6.74 EPS for the current year.

Bristol Myers Squibb Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Thursday, April 2nd will be issued a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 4.2%. The ex-dividend date of this dividend is Thursday, April 2nd. Bristol Myers Squibb’s dividend payout ratio is presently 73.04%.

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.