Bristol Myers Squibb Company $BMY Shares Sold by Compagnie Lombard Odier SCmA

Compagnie Lombard Odier SCmA reduced its position in shares of Bristol Myers Squibb Company (NYSE:BMY) by 99.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,000 shares of the biopharmaceutical company’s stock after selling 238,000 shares during the quarter. Compagnie Lombard Odier SCmA’s holdings in Bristol Myers Squibb were worth $108,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Vanguard Group Inc. lifted its holdings in Bristol Myers Squibb by 0.5% during the third quarter. Vanguard Group Inc. now owns 195,984,009 shares of the biopharmaceutical company’s stock valued at $8,838,879,000 after purchasing an additional 1,058,803 shares in the last quarter. State Street Corp grew its stake in Bristol Myers Squibb by 2.0% during the 3rd quarter. State Street Corp now owns 96,595,232 shares of the biopharmaceutical company’s stock valued at $4,356,445,000 after acquiring an additional 1,855,238 shares in the last quarter. Ameriprise Financial Inc. raised its holdings in Bristol Myers Squibb by 1.3% in the 2nd quarter. Ameriprise Financial Inc. now owns 32,579,618 shares of the biopharmaceutical company’s stock valued at $1,508,099,000 after acquiring an additional 432,158 shares during the last quarter. Invesco Ltd. lifted its stake in Bristol Myers Squibb by 4.9% in the 2nd quarter. Invesco Ltd. now owns 18,315,473 shares of the biopharmaceutical company’s stock worth $847,823,000 after purchasing an additional 852,317 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its holdings in shares of Bristol Myers Squibb by 11.5% during the 3rd quarter. Dimensional Fund Advisors LP now owns 18,143,672 shares of the biopharmaceutical company’s stock worth $818,105,000 after purchasing an additional 1,873,618 shares during the last quarter. Hedge funds and other institutional investors own 76.41% of the company’s stock.

More Bristol Myers Squibb News

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

• Positive Sentiment: Positive Phase 3 data for Camzyos (SCOUT‑HCM) in adolescents may expand the label/profile for BMY’s cardiac myosin inhibitor, strengthening the late‑stage pipeline and future revenue potential. SCOUT‑HCM Trial Results
• Positive Sentiment: Janux Therapeutics triggered a $35M milestone under its collaboration with BMY after nominating a development candidate — a near‑term cash/partner validation and a de‑risking signal for partnered R&D. Janux Milestone
• Positive Sentiment: Unusually large call‑option activity (≈66,900 calls traded) indicates speculative bullish interest from traders positioning for upside. (Market data entry)
• Positive Sentiment: Analyst commentary and screens (Zacks/Trefis pieces) highlight BMY’s history of earnings surprises and a view that the company has ingredients to beat upcoming results — supportive for investor sentiment. Analyst Coverage
• Neutral Sentiment: Analyses project HNSCC market growth to ~$4.5B by 2034 (CAGR ≈8.4%), a long‑term addressable market note that may matter if BMY advances therapies in that space. HNSCC Market Outlook
• Neutral Sentiment: Reports on growth in the advanced renal cell carcinoma market highlight broader oncology tailwinds that include BMY among peers — useful context but not an immediate stock catalyst. RCC Market Report
• Neutral Sentiment: BMY published community and program updates around multiple myeloma care and equity initiatives — positive for ESG/community positioning but unlikely to move near‑term revenue. Community Program Release
• Negative Sentiment: Insider selling: EVP David V. Elkins sold 30,000 shares at ~$61.67 on April 1 (Form 4 filing), reducing his stake ~15.9% — an action investors may view negatively even if it’s routine. Insider Form 4
• Negative Sentiment: Recent quarterly results (reported Feb. 5) showed an EPS miss ($1.26 vs. $1.65 est.), even as revenue slightly beat; that earnings disappointment and investor focus on near‑term profitability remain headwinds despite FY‑26 guidance of $6.05–$6.35. (Company filings/earnings release)

Bristol Myers Squibb Price Performance

Bristol Myers Squibb stock opened at $59.57 on Friday. The company’s 50 day simple moving average is $59.27 and its 200-day simple moving average is $52.57. The company has a debt-to-equity ratio of 2.32, a quick ratio of 1.14 and a current ratio of 1.26. Bristol Myers Squibb Company has a 1 year low of $42.52 and a 1 year high of $62.89. The company has a market capitalization of $121.63 billion, a price-to-earnings ratio of 17.27, a price-to-earnings-growth ratio of 0.18 and a beta of 0.27.

Bristol Myers Squibb (NYSE:BMY) last posted its earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share for the quarter, missing the consensus estimate of $1.65 by ($0.39). The company 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% on a year-over-year basis. 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. As a group, equities research analysts expect that Bristol Myers Squibb Company will post 6.74 earnings per share 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. Investors 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 is Thursday, April 2nd. Bristol Myers Squibb’s payout ratio is currently 73.04%.

Insider Activity

In related news, EVP David V. Elkins sold 30,000 shares of the stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $61.67, for a total transaction of $1,850,100.00. Following the transaction, the executive vice president owned 159,248 shares of the company’s stock, valued at approximately $9,820,824.16. This represents a 15.85% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.09% of the company’s stock.

Analyst Ratings Changes

BMY has been the subject of several recent research reports. Barclays started coverage on Bristol Myers Squibb in a report on Thursday, February 19th. They issued an “overweight” rating and a $75.00 price target for the company. HSBC upped their target price on Bristol Myers Squibb from $53.00 to $60.00 and gave the company a “hold” rating in a report on Tuesday, March 17th. Leerink Partners lifted their price target on Bristol Myers Squibb from $54.00 to $60.00 and gave the stock an “outperform” rating in a report on Tuesday, January 13th. Morgan Stanley reissued an “underweight” rating and set a $40.00 price target on shares of Bristol Myers Squibb in a research report on Friday, February 6th. Finally, Wells Fargo & Company reissued an “outperform” rating and issued a $60.00 price objective (up from $55.00) on shares of Bristol Myers Squibb in a report on Friday, February 6th. Nine research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $61.41.

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.