AM Investment Strategies LLC Lowers Stock Position in Bristol Myers Squibb Company $BMY

AM Investment Strategies LLC decreased its holdings in shares of Bristol Myers Squibb Company (NYSE:BMY) by 70.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,989 shares of the biopharmaceutical company’s stock after selling 11,915 shares during the period. AM Investment Strategies LLC’s holdings in Bristol Myers Squibb were worth $225,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Vanguard Group Inc. grew its holdings in Bristol Myers Squibb by 1.8% during the second quarter. Vanguard Group Inc. now owns 194,925,206 shares of the biopharmaceutical company’s stock worth $9,023,088,000 after acquiring an additional 3,522,202 shares during the period. Charles Schwab Investment Management Inc. boosted its position in shares of Bristol Myers Squibb by 16.8% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 70,802,680 shares of the biopharmaceutical company’s stock worth $3,277,456,000 after purchasing an additional 10,195,775 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of Bristol Myers Squibb by 1.6% during the 2nd quarter. Geode Capital Management LLC now owns 46,176,690 shares of the biopharmaceutical company’s stock worth $2,132,976,000 after purchasing an additional 723,459 shares during the period. Norges Bank purchased a new position in shares of Bristol Myers Squibb in the 2nd quarter valued at about $1,554,154,000. Finally, Ameriprise Financial Inc. lifted its stake in shares of Bristol Myers Squibb by 1.3% in the second quarter. Ameriprise Financial Inc. now owns 32,579,618 shares of the biopharmaceutical company’s stock valued at $1,508,099,000 after purchasing an additional 432,158 shares during the period. 76.41% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Bristol Myers Squibb

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

• Positive Sentiment: BMY signed a collaboration with Microsoft to use its AI-enabled radiology platform to speed early detection of lung cancer — a strategic move that could strengthen diagnostics, clinical trial readouts and long-term oncology positioning. Bristol Myers partners with Microsoft for AI-driven lung cancer detection
• Positive Sentiment: Scotiabank highlighted BMY as an appealing 2026 investment and raised its price target (reported lift to $60 from $53), which could support investor sentiment if other analysts follow. Scotiabank Notes Bristol-Myers Squibb Company (BMY) as Appealing Investment in 2026
• Positive Sentiment: BMS extended a deal with Syngene, keeping manufacturing and R&D continuity intact — a modest operational positive for supply chain stability. BMS extends deal with Syngene
• Neutral Sentiment: A Zacks comparison piece contrasts BMY with GSK on portfolio and prospects; useful for longer-term allocation decisions but not an immediate catalyst. BMY vs GSK: Which Biopharma Giant Has Better Prospects for Now?
• Neutral Sentiment: Coverage in ETF/blue‑chip lists and investor videos (dividend ETF roundups, “top blue‑chip” buys) reinforces BMY’s image as a reliable large-cap dividend/defensive healthcare name but is more background than a fresh catalyst. 3 Dividend Income ETFs That Offer High Yields And Growth 2 Top Blue-Chip Stocks to Buy and Hold in 2026
• Neutral Sentiment: Mentions in broader investor roundups (e.g., MarketBeat on Buffett-related names) keep BMY in view for income/ value investors but don’t constitute direct drivers. 2 Buffett Stocks to Load Up On—And 1 to Ditch (BMY)

Analyst Ratings Changes

A number of equities research analysts recently commented on BMY shares. HSBC reissued a “hold” rating and issued a $53.00 price objective on shares of Bristol Myers Squibb in a research note on Wednesday, December 10th. Bank of America upgraded shares of Bristol Myers Squibb from a “neutral” rating to a “buy” rating and increased their price target for the company from $52.00 to $61.00 in a research report on Monday, December 15th. Scotiabank reissued a “sector perform” rating and set a $60.00 price objective (up from $53.00) on shares of Bristol Myers Squibb in a research note on Friday, January 9th. Leerink Partners upped their target price on Bristol Myers Squibb from $54.00 to $60.00 and gave the company an “outperform” rating in a research note on Tuesday, January 13th. Finally, Wall Street Zen upgraded Bristol Myers Squibb from a “buy” rating to a “strong-buy” rating in a report on Saturday, November 8th. Seven equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $56.86.

Bristol Myers Squibb Trading Down 1.9%

NYSE BMY opened at $54.20 on Wednesday. The stock has a market cap of $110.34 billion, a P/E ratio of 18.31, a PEG ratio of 0.17 and a beta of 0.29. The company’s fifty day simple moving average is $52.18 and its 200-day simple moving average is $48.24. The company has a current ratio of 1.27, a quick ratio of 1.17 and a debt-to-equity ratio of 2.39. Bristol Myers Squibb Company has a 52 week low of $42.52 and a 52 week high of $63.33.

Bristol Myers Squibb (NYSE:BMY) last announced its quarterly earnings data on Thursday, October 30th. The biopharmaceutical company reported $1.63 earnings per share for the quarter, topping the consensus estimate of $1.52 by $0.11. The company had revenue of $12.22 billion during the quarter, compared to analyst estimates of $11.75 billion. Bristol Myers Squibb had a net margin of 12.57% and a return on equity of 76.53%. The firm’s revenue for the quarter was up 2.8% compared to the same quarter last year. During the same period last year, the business earned $1.80 EPS. Bristol Myers Squibb has set its FY 2025 guidance at 6.400-6.600 EPS. Equities research analysts predict that Bristol Myers Squibb Company will post 6.74 EPS for the current fiscal year.

Bristol Myers Squibb Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Friday, January 2nd will be issued a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.6%. This is a positive change from Bristol Myers Squibb’s previous quarterly dividend of $0.62. The ex-dividend date of this dividend is Friday, January 2nd. Bristol Myers Squibb’s dividend payout ratio is 85.14%.

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.