Capital International Sarl Lowers Holdings in Bristol Myers Squibb Company $BMY

Capital International Sarl trimmed its position in shares of Bristol Myers Squibb Company (NYSE:BMY) by 26.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 118,926 shares of the biopharmaceutical company’s stock after selling 42,797 shares during the quarter. Capital International Sarl’s holdings in Bristol Myers Squibb were worth $5,364,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Legal & General Group Plc boosted its stake in Bristol Myers Squibb by 8.4% during the 3rd quarter. Legal & General Group Plc now owns 17,075,743 shares of the biopharmaceutical company’s stock valued at $770,116,000 after purchasing an additional 1,317,199 shares during the last quarter. Banque Cantonale Vaudoise boosted its holdings in shares of Bristol Myers Squibb by 26.0% in the third quarter. Banque Cantonale Vaudoise now owns 127,772 shares of the biopharmaceutical company’s stock worth $5,762,000 after buying an additional 26,347 shares during the last quarter. Vestcor Inc grew its position in shares of Bristol Myers Squibb by 75.7% during the 3rd quarter. Vestcor Inc now owns 405,330 shares of the biopharmaceutical company’s stock valued at $18,280,000 after acquiring an additional 174,644 shares during the period. Fieldview Capital Management LLC raised its stake in shares of Bristol Myers Squibb by 375.3% in the third quarter. Fieldview Capital Management LLC now owns 58,695 shares of the biopharmaceutical company’s stock worth $2,647,000 after buying an additional 46,347 shares during the period. Finally, Russell Investments Group Ltd. lifted its holdings in Bristol Myers Squibb by 24.8% during the third quarter. Russell Investments Group Ltd. now owns 3,669,050 shares of the biopharmaceutical company’s stock valued at $165,107,000 after purchasing an additional 728,381 shares in the last quarter. 76.41% of the stock is owned by hedge funds and other institutional investors.

Bristol Myers Squibb Trading Down 0.9%

BMY stock opened at $60.11 on Wednesday. Bristol Myers Squibb Company has a twelve month low of $42.52 and a twelve month high of $63.33. The stock has a market capitalization of $122.41 billion, a price-to-earnings ratio of 17.42, a price-to-earnings-growth 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 firm’s fifty day simple moving average is $57.90 and its two-hundred day simple moving average is $51.20.

Bristol Myers Squibb (NYSE:BMY) last released its quarterly earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 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 analysts’ expectations of $12.24 billion. Bristol Myers Squibb had a return on equity of 69.65% and a net margin of 14.64%.Bristol Myers Squibb’s revenue for the quarter was up 1.3% on a year-over-year basis. During the same period in the prior year, the firm posted $1.67 earnings per share. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, analysts anticipate that Bristol Myers Squibb Company will post 6.74 earnings per share for the current year.

Bristol Myers Squibb Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Thursday, April 2nd will be given a $0.63 dividend. This represents a $2.52 annualized dividend 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 73.04%.

Trending Headlines about Bristol Myers Squibb

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

• Positive Sentiment: Positive Phase 3 SUCCESSOR-2 data — Oral mezigdomide combo improved progression-free survival in relapsed/refractory multiple myeloma, advancing BMY’s CELMoD program and de‑risking a high-value oncology asset. This is likely to broaden future revenue potential if regulatory paths proceed. Bristol Myers Squibb Announces Positive Phase 3 Results (BusinessWire)
• Positive Sentiment: FDA expands Sotyktu (TYK2 inhibitor) label to include psoriatic arthritis after strong POETYK data — adds a near-term commercial opportunity that can increase prescription volume and support top-line growth for the TYK2 franchise. BMY Wins FDA Nod to Expand Sotyktu Label (Zacks)
• Positive Sentiment: Pipeline update highlights TYK2 and CELMoD milestones — company commentary reinforced clinical momentum across multiple programs, which supports medium‑term growth expectations if approvals/commercial launches follow. Bristol Myers Squibb Pipeline Update (Yahoo Finance)
• Neutral Sentiment: Reuters and other outlets independently reported the same late‑stage oncology success, increasing media visibility but duplicating the primary clinical newsflow. This broad coverage can attract investor attention but may already be priced in. Bristol’s cancer treatment meets main goal (Reuters)
• Neutral Sentiment: Valuation/strategy pieces assess BMY’s revenue and earnings reset driven by the growth portfolio — useful for longer‑term investors but not immediate catalysts. Analysts’ models diverge on how quickly pipeline wins translate to consensus EPS. Assessing Bristol Myers Squibb Valuation (Yahoo Finance)
• Neutral Sentiment: Market commentary and stock‑interest articles (Zacks/Yahoo/MSN) have increased attention on BMY; trending interest can raise volatility but is not a directional fundamental change. Is Trending Stock Bristol Myers Squibb a Buy Now? (Yahoo/Zacks)
• Neutral Sentiment: Sector/market reports and portfolio reviews (Seeking Alpha, industry reports) referenced broader healthcare dynamics; these provide context but are not company‑specific catalysts. Virtus Large Cap Growth SMA Q4 2025 Portfolio Review (Seeking Alpha)
• Negative Sentiment: Analyst consensus remains a “Hold” — suggests analysts see upside risks balanced by execution or valuation concerns, which can cap upside near term and pressure the stock despite positive pipeline headlines. Bristol Myers Squibb Given Consensus Rating of “Hold” (American Banking News)

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on BMY shares. Cantor Fitzgerald reiterated a “neutral” rating on shares of Bristol Myers Squibb in a research note on Monday, November 24th. Citigroup upped their price objective on 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 raised Bristol Myers Squibb from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $52.00 to $61.00 in a report on Monday, December 15th. HSBC restated a “hold” rating and issued a $53.00 price target on shares of Bristol Myers Squibb in a research note on Wednesday, December 10th. Finally, Leerink Partners lifted their price objective on shares of Bristol Myers Squibb from $54.00 to $60.00 and gave the company an “outperform” rating in a research report on Tuesday, January 13th. Nine equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $61.00.

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.