Solitude Financial Services Decreases Stock Holdings in Bristol Myers Squibb Company $BMY

Solitude Financial Services lowered its holdings in Bristol Myers Squibb Company (NYSE:BMY) by 59.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,910 shares of the biopharmaceutical company’s stock after selling 8,600 shares during the period. Solitude Financial Services’ holdings in Bristol Myers Squibb were worth $319,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Gateway Investment Advisers LLC grew its stake 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 buying an additional 10,284 shares in the last quarter. CWA Asset Management Group LLC lifted its position 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 worth $6,781,000 after acquiring an additional 30,909 shares in the last quarter. Stephens Inc. AR boosted its holdings 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 worth $12,328,000 after acquiring an additional 32,476 shares during the period. Railway Pension Investments Ltd boosted its holdings 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 period. Finally, Phoenix Financial Ltd. grew its position in Bristol Myers Squibb by 110.1% in the third quarter. Phoenix Financial Ltd. now owns 106,154 shares of the biopharmaceutical company’s stock valued at $4,789,000 after acquiring an additional 55,624 shares in the last quarter. Institutional investors and hedge funds own 76.41% of the company’s stock.

Bristol Myers Squibb Stock Performance

Shares of BMY opened at $59.76 on Tuesday. The firm has a market cap of $122.01 billion, a price-to-earnings ratio of 17.32, a PEG ratio of 0.17 and a beta of 0.26. The company has a quick ratio of 1.14, a current ratio of 1.26 and a debt-to-equity ratio of 2.32. The business’s 50 day moving average is $58.91 and its two-hundred day moving average is $52.35. Bristol Myers Squibb Company has a 52-week low of $42.52 and a 52-week high of $62.89.

Bristol Myers Squibb (NYSE:BMY) last released its quarterly earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share for the quarter, missing analysts’ consensus estimates of $1.65 by ($0.39). The company 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 firm’s quarterly revenue was up 1.3% compared to the same quarter last year. During the same period in the previous year, the business posted $1.67 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Analysts forecast that Bristol Myers Squibb Company will post 6.74 EPS for the current fiscal year.

Bristol Myers Squibb Announces Dividend

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

Bristol Myers Squibb News Summary

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

• Positive Sentiment: Phase 3 SCOUT‑HCM data for Camzyos (mavacamten) in adolescents showed efficacy and safety, increasing the drug’s addressable market and raising the chance of label expansion and incremental sales for BMY’s cardiovascular franchise. Bristol Myers Squibb Presents Positive Results from Phase 3 SCOUT‑HCM Trial
• Positive Sentiment: The FDA granted approval for BMY’s combination regimen in Hodgkin’s lymphoma (announced March 20), adding a near‑term revenue stream and supporting sentiment around the oncology portfolio. Bristol‑Myers Squibb Gets FDA Approval for Hodgkin’s Lymphoma Treatment
• Neutral Sentiment: Phase 4 data for Cobenfy (xanomeline+tropium) presented safety/tolerability data in switching patients, which could reshape long‑term revenue assumptions if follow‑on studies or real‑world switching data are favorable — outcome still uncertain for valuation impact. Cobenfy Phase 4 Data May Reframe Bristol Myers Squibb Valuation Story
• Neutral Sentiment: Analyses highlight growth opportunities in the pancreatic adenocarcinoma market (projected high CAGR) where BMY is named among major players — long‑term tailwind but competitive landscape and timing of launches matter. Pancreatic Adenocarcinoma Treatment Market to Grow at 13% CAGR
• Neutral Sentiment: Several financial writeups point to BMY as an income/dividend name and note an upcoming ex‑dividend date; that can support demand from yield‑focused investors but doesn’t change fundamentals. Bristol‑Myers Squibb Looks Like A Good Stock, And It’s Going Ex‑Dividend Soon
• Negative Sentiment: Analyst coverage is mixed — roughly 60% of covering analysts have non‑bullish ratings even though the consensus price target implies limited upside, which could cap upside until guidance or earnings beat expectations and analysts raise targets. Bristol‑Myers Squibb Faces Mixed Analyst Sentiment

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. Scotiabank reiterated 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. Morgan Stanley reaffirmed an “underweight” rating and set a $40.00 price target on shares of Bristol Myers Squibb in a report on Friday, February 6th. Citigroup lifted their price target on shares of Bristol Myers Squibb from $60.00 to $64.00 and gave the stock a “neutral” rating in a research note on Friday, February 6th. Bank of America upgraded shares of Bristol Myers Squibb from a “neutral” rating to a “buy” rating and boosted their price objective for the stock from $52.00 to $61.00 in a report on Monday, December 15th. Finally, Guggenheim reissued a “buy” rating and issued a $72.00 price objective (up from $62.00) on shares of Bristol Myers Squibb in a research report on Friday, February 6th. Nine analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $61.41.

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.