Bristol Myers Squibb Company $BMY Holdings Raised by Caprock Group LLC

Caprock Group LLC boosted its stake in Bristol Myers Squibb Company (NYSE:BMY) by 20.3% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 76,135 shares of the biopharmaceutical company’s stock after buying an additional 12,822 shares during the period. Caprock Group LLC’s holdings in Bristol Myers Squibb were worth $4,107,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Darwin Wealth Management LLC bought a new stake in shares of Bristol Myers Squibb during the 2nd quarter worth about $25,000. Harbor Capital Advisors Inc. raised its position in shares of Bristol Myers Squibb by 107.2% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 605 shares of the biopharmaceutical company’s stock worth $27,000 after buying an additional 313 shares in the last quarter. Beacon Financial Strategies CORP bought a new stake in shares of Bristol Myers Squibb during the 4th quarter worth about $38,000. KERR FINANCIAL PLANNING Corp bought a new stake in shares of Bristol Myers Squibb during the 3rd quarter worth about $35,000. Finally, JPL Wealth Management LLC bought a new stake in shares of Bristol Myers Squibb during the 3rd quarter worth about $36,000. 76.41% of the stock is currently owned by institutional investors.

Bristol Myers Squibb News Summary

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

• Positive Sentiment: Barclays upgraded BMY to a Buy, which can support the stock by drawing investor interest and providing a catalyst for further upside. Read More.
• Positive Sentiment: Atrium Therapeutics announced it earned a $15 million development milestone payment from Bristol Myers Squibb under a global cardiovascular collaboration — a signal that a partnered program has hit a development milestone, de‑risking part of BMY’s external pipeline (though it represents a cash outflow). Read More.
• Positive Sentiment: Positive coverage pieces highlighting BMY as a momentum/long‑term holding can attract buy‑and‑hold investors and support multiple expansion. Read More.
• Neutral Sentiment: BMY is a counterparty on a corporate PPA: a new solar project will supply power through previously signed PPAs that include Bristol Myers Squibb — a modest ESG/operational positive but unlikely to move the stock materially. Read More.
• Neutral Sentiment: Industry market reports (vulvar cancer, Sjögren’s syndrome) mention Bristol Myers Squibb among major players — useful context on addressable markets but not an immediate stock driver. Read More. | Read More.
• Neutral Sentiment: Bristol Myers Squibb is expected to report quarterly earnings this week — the timing itself is a catalyst but the direction depends on results and guidance. Read More.
• Negative Sentiment: Analyst previews from Yahoo/Zacks flag that BMY currently lacks the “right combination” of factors (revenue mix and margin tailwinds) that typically produce an earnings beat; consensus calls for a decline in EPS, heightening the risk of a negative market reaction if results disappoint. Read More.
• Negative Sentiment: Bernstein maintained a Hold on BMY, a cautious stance that can cap upside from upgrades and keeps some investors sidelined. Read More.

Analyst Upgrades and Downgrades

A number of research firms have commented on BMY. Leerink Partners boosted their price target 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 began coverage on shares of Bristol Myers Squibb in a research report on Thursday, February 19th. They set an “overweight” rating and a $75.00 price target on the stock. Bank of America dropped their price target on shares of Bristol Myers Squibb from $68.00 to $67.00 and set a “buy” rating on the stock in a research report on Thursday, April 9th. HSBC boosted their price target on shares of Bristol Myers Squibb from $53.00 to $60.00 and gave the stock a “hold” rating in a research report on Tuesday, March 17th. Finally, Piper Sandler restated an “overweight” rating and set a $75.00 price target (up from $66.00) on shares of Bristol Myers Squibb in a research report on Monday, February 23rd. Eight investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $61.31.

Bristol Myers Squibb Trading Up 0.4%

Bristol Myers Squibb stock opened at $59.02 on Friday. 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 has a market cap of $120.50 billion, a price-to-earnings ratio of 17.11, a price-to-earnings-growth ratio of 0.17 and a beta of 0.27. Bristol Myers Squibb Company has a 1 year low of $42.52 and a 1 year high of $62.89. The firm’s 50 day moving average price is $59.72 and its two-hundred day moving average price is $53.99.

Bristol Myers Squibb (NYSE:BMY) last posted its quarterly earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.65 by ($0.39). The business had revenue of $12.50 billion during the quarter, compared to analyst estimates of $12.24 billion. Bristol Myers Squibb had a return on equity of 69.65% and a net margin of 14.64%.The company’s quarterly revenue was up 1.3% compared to the same quarter last year. During the same quarter last year, the firm posted $1.67 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. On average, research analysts predict that Bristol Myers Squibb Company will post 6.28 EPS for the current fiscal year.

Bristol Myers Squibb Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Thursday, April 2nd will be given a $0.63 dividend. The ex-dividend date is Thursday, April 2nd. This represents a $2.52 annualized dividend and a yield of 4.3%. Bristol Myers Squibb’s payout ratio is 73.04%.

Insider Transactions at Bristol Myers Squibb

In other news, EVP David V. Elkins sold 30,000 shares of Bristol Myers Squibb stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $61.67, for a total value of $1,850,100.00. Following the transaction, the executive vice president directly owned 159,248 shares of the company’s stock, valued at $9,820,824.16. This trade represents a 15.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Company insiders own 0.05% of the company’s stock.

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.