Ellsworth Advisors LLC Grows Position in Bristol Myers Squibb Company $BMY

Ellsworth Advisors LLC boosted its stake in shares of Bristol Myers Squibb Company (NYSE:BMY) by 9.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 115,915 shares of the biopharmaceutical company’s stock after acquiring an additional 9,938 shares during the period. Bristol Myers Squibb accounts for 1.3% of Ellsworth Advisors LLC’s portfolio, making the stock its 21st largest holding. Ellsworth Advisors LLC’s holdings in Bristol Myers Squibb were worth $6,563,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Gateway Investment Advisers LLC lifted its position 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 worth $5,117,000 after buying an additional 10,284 shares in the last quarter. CWA Asset Management Group LLC grew its holdings in Bristol Myers Squibb by 25.9% during 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 buying an additional 30,909 shares in the last quarter. Stephens Inc. AR grew its holdings in Bristol Myers Squibb by 13.5% during the 3rd quarter. Stephens Inc. AR now owns 273,343 shares of the biopharmaceutical company’s stock valued at $12,328,000 after buying an additional 32,476 shares in the last quarter. Railway Pension Investments Ltd increased its stake in Bristol Myers Squibb by 3.7% in the 3rd quarter. Railway Pension Investments Ltd now owns 1,139,600 shares of the biopharmaceutical company’s stock worth $51,396,000 after acquiring an additional 40,300 shares during the last quarter. Finally, Phoenix Financial Ltd. raised its holdings in shares of 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 acquiring an additional 55,624 shares in the last quarter. 76.41% of the stock is currently owned by institutional investors.

Bristol Myers Squibb Stock Performance

NYSE BMY opened at $61.79 on Thursday. The business’s 50 day moving average price is $59.18 and its 200-day moving average price is $52.52. Bristol Myers Squibb Company has a fifty-two week low of $42.52 and a fifty-two week high of $62.89. The company has a market cap of $126.16 billion, a P/E ratio of 17.91, a P/E/G 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.

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 company had revenue of $12.50 billion during the quarter, compared to the consensus estimate of $12.24 billion. Bristol Myers Squibb had a return on equity of 69.65% and a net margin of 14.64%.The firm’s quarterly revenue was up 1.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.67 earnings per share. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Sell-side analysts predict 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 announced 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 4.1%. The ex-dividend date is Thursday, April 2nd. Bristol Myers Squibb’s dividend payout ratio (DPR) is 73.04%.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the company. Truist Financial set a $65.00 target price on Bristol Myers Squibb in a research report on Wednesday, December 3rd. Piper Sandler reaffirmed an “overweight” rating and set a $75.00 price target (up from $66.00) on shares of Bristol Myers Squibb in a research note on Monday, February 23rd. Weiss Ratings reiterated a “hold (c)” rating on shares of Bristol Myers Squibb in a research report on Monday, March 23rd. Barclays started coverage on shares of Bristol Myers Squibb in a research note on Thursday, February 19th. They issued an “overweight” rating and a $75.00 price objective for the company. Finally, Wells Fargo & Company restated an “outperform” rating and issued a $60.00 target price (up from $55.00) on shares of Bristol Myers Squibb in a report on Friday, February 6th. Nine equities research 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.com, Bristol Myers Squibb currently has a consensus rating of “Hold” and a consensus price target of $61.41.

Key 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

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.