F&V Capital Management LLC Boosts Holdings in Bristol Myers Squibb Company $BMY

F&V Capital Management LLC boosted its stake in Bristol Myers Squibb Company (NYSE:BMY) by 61.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 280,131 shares of the biopharmaceutical company’s stock after acquiring an additional 106,916 shares during the period. Bristol Myers Squibb comprises approximately 2.2% of F&V Capital Management LLC’s portfolio, making the stock its 16th largest position. F&V Capital Management LLC’s holdings in Bristol Myers Squibb were worth $15,110,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the stock. Gateway Investment Advisers LLC boosted its holdings in shares of Bristol Myers Squibb by 10.0% in the third quarter. Gateway Investment Advisers LLC now owns 113,457 shares of the biopharmaceutical company’s stock valued at $5,117,000 after acquiring an additional 10,284 shares during the period. CWA Asset Management Group LLC increased its holdings in shares of Bristol Myers Squibb by 25.9% in the 3rd quarter. CWA Asset Management Group LLC now owns 150,359 shares of the biopharmaceutical company’s stock valued at $6,781,000 after acquiring an additional 30,909 shares during the period. Stephens Inc. AR raised its position in Bristol Myers Squibb by 13.5% in the 3rd quarter. Stephens Inc. AR now owns 273,343 shares of the biopharmaceutical company’s stock valued at $12,328,000 after purchasing an additional 32,476 shares during the last quarter. Railway Pension Investments Ltd boosted its stake in Bristol Myers Squibb by 3.7% during the 3rd quarter. Railway Pension Investments Ltd now owns 1,139,600 shares of the biopharmaceutical company’s stock worth $51,396,000 after purchasing an additional 40,300 shares during the period. Finally, Phoenix Financial Ltd. boosted its stake in Bristol Myers Squibb by 110.1% during the 3rd quarter. Phoenix Financial Ltd. now owns 106,154 shares of the biopharmaceutical company’s stock worth $4,789,000 after purchasing an additional 55,624 shares during the period. Institutional investors and hedge funds 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: Janux Therapeutics nominated a development candidate under its collaboration with Bristol Myers Squibb, triggering a $35 million milestone payment to BMY — a direct near-term cash inflow and validation of the partnered immunotherapy approach. Janux Therapeutics Announces Development Candidate Nomination Under Bristol Myers Squibb Collaboration, Triggering $35 Million Milestone Payment
• Positive Sentiment: Unusual options activity: traders bought ~66,895 call contracts (about +81% vs. typical volume), indicating speculative bullish positioning that can amplify upside intraday. (Market activity report)
• Positive Sentiment: Camzyos adolescent Phase 3 trial met its primary endpoint, supporting label expansion into younger patients — that broadens the addressable market for BMY’s cardiovascular franchise and is a tangible pipeline upside. Camzyos Adolescent Trial Success Might Change The Case For Investing In Bristol-Myers Squibb (BMY)
• Positive Sentiment: Analyst/earnings commentary (Zacks/Yahoo) highlights BMY’s history of earnings surprises and positions the company as likely to beat next quarter — positive for investor sentiment around forward EPS outlook. Will Bristol Myers (BMY) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Ariel Global Fund re-added Bristol Myers Squibb on “pipeline strength and attractive valuation,” signaling institutional buying interest from a value-oriented manager — supportive for medium-term demand. Ariel Global Fund Re-Added Bristol-Myers Squibb Company (BMY) on Pipeline Strength and Attractive Valuation
• Neutral Sentiment: Bristol Myers Squibb published a patient-guided survey initiative in multiple myeloma to elevate lived experience and equity in care — positive for reputation and long-term stakeholder engagement but unlikely to move near-term revenue. Bristol Myers Squibb Evolves and Expands Standing in the Gaap To Advance More Equitable Care in Multiple Myeloma As Program Marks Ten Years
• Neutral Sentiment: Industry market reports (kidney/renal cell carcinoma) project multi-year growth and list BMY among major players — positive context for addressable market expansion but not an immediate catalyst. Advanced Renal Cell Carcinoma Treatment Market to Grow by $3.1 Billion During 2026-2030
• Neutral Sentiment: Recent market commentary and data pieces note BMY has gained but still trails broader market performance — descriptive market context rather than a specific new catalyst. Bristol Myers Squibb Co. stock rises Tuesday, still underperforms market

Wall Street Analysts Forecast Growth

BMY has been the topic of a number of recent research reports. UBS Group restated a “buy” rating and issued a $70.00 price objective on shares of Bristol Myers Squibb in a research note on Friday, March 6th. Bank of America raised Bristol Myers Squibb from a “neutral” rating to a “buy” rating and raised their price target for the stock from $52.00 to $61.00 in a report on Monday, December 15th. Guggenheim restated a “buy” rating and issued a $72.00 price target (up from $62.00) on shares of Bristol Myers Squibb in a research report on Friday, February 6th. Royal Bank Of Canada assumed coverage on Bristol Myers Squibb in a research note on Tuesday, February 24th. They set a “sector perform” rating and a $60.00 price objective for the company. Finally, Morgan Stanley reaffirmed an “underweight” rating and set a $40.00 price objective on shares of Bristol Myers Squibb in a research report on Friday, February 6th. Nine investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $61.41.

Bristol Myers Squibb Stock Up 1.9%

Shares of Bristol Myers Squibb stock opened at $61.79 on Thursday. Bristol Myers Squibb Company has a one year low of $42.52 and a one year high of $62.89. The company has a market cap of $126.16 billion, a P/E ratio of 17.91, a PEG ratio of 0.17 and a beta of 0.27. 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 fifty day moving average of $59.18 and a two-hundred day moving average of $52.52.

Bristol Myers Squibb (NYSE:BMY) last issued its quarterly 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 for 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 revenue was up 1.3% compared to the same quarter last year. During the same quarter last year, the firm earned $1.67 earnings per share. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. On average, analysts forecast that Bristol Myers Squibb Company will post 6.74 earnings per share for the current year.

Bristol Myers Squibb Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Thursday, April 2nd will be paid a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.1%. The ex-dividend date of this dividend is Thursday, April 2nd. Bristol Myers Squibb’s dividend payout ratio is 73.04%.

Bristol Myers Squibb 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.