Rep. Julie Johnson Sells Bristol Myers Squibb Company (NYSE:BMY) Stock

Representative Julie Johnson (D-Texas) recently sold shares of Bristol Myers Squibb Company (NYSE:BMY). In a filing disclosed on December 11th, the Representative disclosed that they had sold between $1,001 and $15,000 in Bristol Myers Squibb stock on November 13th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Charles Schwab (NYSE:SCHW) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Cigna Group (NYSE:CI) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Xcel Energy (NASDAQ:XEL) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Seagate Technology (NASDAQ:STX) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Wells Fargo & Company (NYSE:WFC) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 11/13/2025.

Bristol Myers Squibb Stock Up 2.1%

Shares of BMY stock traded up $1.10 on Friday, hitting $54.43. The company’s stock had a trading volume of 8,307,849 shares, compared to its average volume of 13,977,671. The stock has a market capitalization of $110.81 billion, a price-to-earnings ratio of 18.37, a P/E/G ratio of 8.20 and a beta of 0.29. Bristol Myers Squibb Company has a fifty-two week low of $42.52 and a fifty-two week high of $63.33. The firm’s fifty day moving average price is $47.53 and its 200-day moving average price is $47.11. The company has a debt-to-equity ratio of 2.39, a current ratio of 1.27 and a quick ratio of 1.17.

Bristol Myers Squibb (NYSE:BMY) last announced its quarterly earnings results on Thursday, October 30th. The biopharmaceutical company reported $1.63 earnings per share for the quarter, topping analysts’ consensus estimates of $1.52 by $0.11. Bristol Myers Squibb had a return on equity of 76.53% and a net margin of 12.57%.The company had revenue of $12.22 billion during the quarter, compared to analysts’ expectations of $11.75 billion. During the same quarter in the previous year, the firm earned $1.80 earnings per share. The business’s quarterly revenue was up 2.8% compared to the same quarter last year. Bristol Myers Squibb has set its FY 2025 guidance at 6.400-6.600 EPS. Research analysts anticipate that Bristol Myers Squibb Company will post 6.74 EPS for the current year.

Bristol Myers Squibb Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Friday, January 2nd will be issued a dividend of $0.63 per share. The ex-dividend date is Friday, January 2nd. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.6%. This is an increase from Bristol Myers Squibb’s previous quarterly dividend of $0.62. Bristol Myers Squibb’s payout ratio is 83.78%.

Analyst Ratings Changes

BMY has been the topic of several research analyst reports. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Bristol Myers Squibb in a research report on Monday, November 24th. BMO Capital Markets reaffirmed a “market perform” rating on shares of Bristol Myers Squibb in a report on Monday, November 17th. Morgan Stanley reiterated an “underweight” rating and set a $37.00 price target (up from $36.00) on shares of Bristol Myers Squibb in a report on Friday, December 12th. Citigroup lowered their price objective on shares of Bristol Myers Squibb from $48.00 to $45.00 and set a “neutral” rating on the stock in a research note on Monday, November 17th. Finally, Sanford C. Bernstein reiterated a “market perform” rating on shares of Bristol Myers Squibb in a research note on Monday, November 3rd. Five investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $54.62.

Bristol Myers Squibb News Summary

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

• Positive Sentiment: Clinical optionality: update on a new Pumitamig kidney‑cancer trial with BioNTech that adds long‑term upside if results continue to show benefit; this expands BMY’s oncology pipeline pairing with a high‑profile partner. New Pumitamig Kidney Cancer Trial Adds Long-Term Optionality for Bristol-Myers Squibb and BioNTech
• Positive Sentiment: Pipeline momentum: BMY and BioNTech reported progress in ROSETTA HCC‑206 (first‑line liver cancer) — positive readthrough for potential label expansions and future revenue if the combo advances. BMY and BNTX Advance New Immunotherapy Bet in First-Line Liver Cancer With ROSETTA HCC-206
• Positive Sentiment: Analyst catalyst: Guggenheim set a $62 price target following an FDA priority‑review designation, signaling expectations for meaningful upside if the review goes favorably. That note likely supported buying interest. Guggenheim sets $62 target on Bristol-Myers Squibb Company (BMY) after FDA priority review
• Positive Sentiment: Media/retail interest: Jim Cramer publicly said “I’ll play” BMY, a comment that can boost short‑term retail demand and sentiment. I’ll Play, Says Jim Cramer About Bristol-Myers (BMY)
• Neutral Sentiment: Positive valuation narrative: recent pieces (Zacks, MSN) highlight BMY as a long‑term value stock, which can attract dividend/value investors but is more of a medium‑term tailwind than an immediate earnings driver. Why Bristol Myers Squibb (BMY) is a top value stock for the long term Why Bristol Myers Squibb (BMY) is a Top Value Stock for the Long-Term
• Neutral Sentiment: Corporate calendar: BMY set its Q4 2025 results release for Feb. 5, 2026 — a near‑term event investors will watch for guidance and pipeline updates. Bristol Myers Squibb to Report Results for Fourth Quarter 2025 on February 5, 2026
• Negative Sentiment: Analyst downgrades to medium‑term EPS: Zacks issued a series of downward revisions to FY‑2027 and several quarterly EPS estimates (FY‑2027 cut to $5.91 from $5.96, plus lower Q1/Q2/Q3 2027 trims). These cuts suggest some near‑term earnings pressure and explain caution from some investors. Zacks Research estimates and revisions for Bristol Myers Squibb
• Neutral Sentiment: Dividend/sector coverage note: sector articles on dividend raises may increase interest from income investors; confirm specifics for BMY before trading. These 2 Healthcare Stocks Just Declared Dividend Raises

Institutional Investors Weigh In On Bristol Myers Squibb

A number of hedge funds have recently modified their holdings of BMY. Trifecta Capital Advisors LLC acquired a new position in shares of Bristol Myers Squibb during the 2nd quarter worth approximately $25,000. Darwin Wealth Management LLC acquired a new position in Bristol Myers Squibb in the 2nd quarter valued at about $25,000. Harbor Capital Advisors Inc. lifted its holdings in Bristol Myers Squibb by 107.2% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 605 shares of the biopharmaceutical company’s stock worth $27,000 after purchasing an additional 313 shares during the last quarter. REAP Financial Group LLC boosted its stake in Bristol Myers Squibb by 202.8% in the 2nd quarter. REAP Financial Group LLC now owns 639 shares of the biopharmaceutical company’s stock valued at $30,000 after purchasing an additional 428 shares during the period. Finally, CBIZ Investment Advisory Services LLC increased its position in Bristol Myers Squibb by 66.0% during the 1st quarter. CBIZ Investment Advisory Services LLC now owns 581 shares of the biopharmaceutical company’s stock worth $35,000 after buying an additional 231 shares during the period. Institutional investors and hedge funds own 76.41% of the company’s stock.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.