Leo Wealth LLC Grows Stock Holdings in Bristol Myers Squibb Company $BMY

Leo Wealth LLC increased its stake in Bristol Myers Squibb Company (NYSE:BMY) by 36.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 52,134 shares of the biopharmaceutical company’s stock after acquiring an additional 14,033 shares during the period. Leo Wealth LLC’s holdings in Bristol Myers Squibb were worth $2,812,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in BMY. Brighton Jones LLC lifted its position in shares of Bristol Myers Squibb by 33.4% during the fourth quarter. Brighton Jones LLC now owns 19,728 shares of the biopharmaceutical company’s stock valued at $1,116,000 after buying an additional 4,935 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Bristol Myers Squibb by 59.4% in the second quarter. Sivia Capital Partners LLC now owns 7,477 shares of the biopharmaceutical company’s stock worth $346,000 after buying an additional 2,786 shares during the last quarter. United Bank boosted its holdings in Bristol Myers Squibb by 15.0% during the second quarter. United Bank now owns 25,148 shares of the biopharmaceutical company’s stock worth $1,164,000 after buying an additional 3,277 shares in the last quarter. EverSource Wealth Advisors LLC grew its position in shares of Bristol Myers Squibb by 4.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 7,431 shares of the biopharmaceutical company’s stock valued at $344,000 after acquiring an additional 292 shares during the period. Finally, Marshall Wace LLP acquired a new stake in Bristol Myers Squibb in the 2nd quarter valued at $221,000. 76.41% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on BMY. Morgan Stanley restated an “underweight” rating and set a $40.00 price target on shares of Bristol Myers Squibb in a research report on Friday, February 6th. UBS Group reaffirmed a “buy” rating and set a $70.00 price objective on shares of Bristol Myers Squibb in a research report on Friday, March 6th. Weiss Ratings reissued a “hold (c)” rating on shares of Bristol Myers Squibb in a research note on Monday, March 23rd. Royal Bank Of Canada assumed coverage on shares of Bristol Myers Squibb in a research note on Tuesday, February 24th. They issued a “sector perform” rating and a $60.00 price target for the company. Finally, Barclays initiated coverage on Bristol Myers Squibb in a report on Thursday, February 19th. They set an “overweight” rating and a $75.00 price target for the company. Nine analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $61.41.

Bristol Myers Squibb Stock Performance

Shares of BMY opened at $59.57 on Monday. The firm has a market cap of $121.63 billion, a PE ratio of 17.27, a price-to-earnings-growth ratio of 0.17 and a beta of 0.27. The company has a current ratio of 1.26, a quick ratio of 1.14 and a debt-to-equity ratio of 2.32. Bristol Myers Squibb Company has a 12-month low of $42.52 and a 12-month high of $62.89. The company’s 50 day simple moving average is $59.37 and its 200-day simple moving average is $52.75.

Bristol Myers Squibb (NYSE:BMY) last announced its quarterly earnings data on Thursday, February 5th. The biopharmaceutical company reported $1.26 EPS for the quarter, missing analysts’ consensus estimates of $1.65 by ($0.39). Bristol Myers Squibb had a net margin of 14.64% and a return on equity of 69.65%. The firm had revenue of $12.50 billion during the quarter, compared to analyst estimates of $12.24 billion. During the same quarter in the previous year, the business earned $1.67 EPS. Bristol Myers Squibb’s revenue for the quarter was up 1.3% on a year-over-year basis. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, equities analysts predict that Bristol Myers Squibb Company will post 6.74 EPS for the current year.

Bristol Myers Squibb Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Thursday, April 2nd will be paid a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 4.2%. The ex-dividend date of this dividend is Thursday, April 2nd. Bristol Myers Squibb’s dividend payout ratio is presently 73.04%.

Insider Activity at Bristol Myers Squibb

In related news, EVP David V. Elkins sold 30,000 shares of Bristol Myers Squibb stock in a transaction that occurred on 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 completion of the transaction, the executive vice president directly owned 159,248 shares in the company, valued at $9,820,824.16. The trade was a 15.85% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.09% of the stock is owned by corporate insiders.

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 in the SCOUT‑HCM adolescent trial could expand the label and support longer‑term revenue upside. SCOUT‑HCM Trial Results
• Positive Sentiment: Janux Therapeutics triggered a $35M milestone under its collaboration with BMY by nominating a development candidate — near‑term cash and partner validation for BMY’s partnered R&D. Janux Milestone
• Positive Sentiment: Unusually large call‑option activity (~66,900 calls) signals speculative bullish positioning by traders anticipating upside moves. Call Option Activity
• Positive Sentiment: Analyst pieces and screens highlight BMY’s history of earnings surprises and argue the company has components that could support an earnings beat next quarter — a sentiment tailwind if results improve. Zacks Coverage
• Neutral Sentiment: Market estimates and long‑term market studies (e.g., HNSCC market growth to ~ $4.5B by 2034) provide attractive addressable‑market context but aren’t immediate catalysts. HNSCC Market Outlook
• Neutral Sentiment: Brokerage consensus remains centered on a “Hold” and the street target (~$61.41) is close to the current price — keeps upside expectations measured. Analyst Consensus
• Negative Sentiment: Insider selling: EVP David V. Elkins sold 30,000 shares at about $61.67 on April 1 (Form 4), trimming his stake ~15.9% — investors sometimes read executive sales as a near‑term negative signal. Insider Form 4
• Negative Sentiment: Sector risk: reports that the U.S. may consider heavy tariffs (up to 100%) on branded/patented drug imports sparked broad healthcare selling and pressured BMY along with peers. Tariffs / Sector Selloff
• Negative Sentiment: Recent quarterly results showed an EPS miss (Feb. 5), which keeps investor focus on near‑term profitability despite FY‑26 guidance; that remains a headwind until earnings execution improves. Earnings Recap

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.