Rep. Julie Johnson Sells Off Shares of Bristol Myers Squibb Company (NYSE:BMY)

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 1.7%

Shares of NYSE:BMY traded up $0.90 during trading on Friday, reaching $54.23. 4,660,806 shares of the stock were exchanged, compared to its average volume of 13,962,138. Bristol Myers Squibb Company has a 1-year low of $42.52 and a 1-year high of $63.33. The stock has a fifty day moving average of $47.53 and a two-hundred day moving average of $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. The firm has a market cap of $110.40 billion, a price-to-earnings ratio of 18.29, a price-to-earnings-growth ratio of 8.20 and a beta of 0.29.

Bristol Myers Squibb (NYSE:BMY) last announced its quarterly earnings results on Thursday, October 30th. The biopharmaceutical company reported $1.63 EPS for the quarter, beating analysts’ consensus estimates of $1.52 by $0.11. Bristol Myers Squibb had a net margin of 12.57% and a return on equity of 76.53%. The business had revenue of $12.22 billion during the quarter, compared to analyst estimates of $11.75 billion. During the same quarter in the previous year, the business posted $1.80 EPS. Bristol Myers Squibb’s quarterly revenue was up 2.8% on a year-over-year basis. 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 earnings per share for the current fiscal year.

Bristol Myers Squibb Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Friday, January 2nd will be given a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 4.6%. The ex-dividend date of this dividend is Friday, January 2nd. This is a positive change from Bristol Myers Squibb’s previous quarterly dividend of $0.62. Bristol Myers Squibb’s dividend payout ratio is presently 83.78%.

Institutional Investors Weigh In On Bristol Myers Squibb

Several institutional investors have recently added to or reduced their stakes in BMY. Norges Bank bought a new position in Bristol Myers Squibb in the 2nd quarter worth approximately $1,554,154,000. Wellington Management Group LLP boosted its holdings in shares of Bristol Myers Squibb by 297.0% in the first quarter. Wellington Management Group LLP now owns 23,728,443 shares of the biopharmaceutical company’s stock worth $1,447,198,000 after acquiring an additional 17,750,938 shares during the period. GQG Partners LLC lifted its holdings in Bristol Myers Squibb by 22,647.6% during the 1st quarter. GQG Partners LLC now owns 12,023,454 shares of the biopharmaceutical company’s stock worth $733,310,000 after purchasing an additional 11,970,598 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its stake in Bristol Myers Squibb by 16.8% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 70,802,680 shares of the biopharmaceutical company’s stock worth $3,277,456,000 after purchasing an additional 10,195,775 shares during the period. Finally, Arrowstreet Capital Limited Partnership grew its holdings in Bristol Myers Squibb by 428.5% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 11,311,281 shares of the biopharmaceutical company’s stock valued at $523,599,000 after buying an additional 9,171,098 shares in the last quarter. 76.41% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. Wall Street Zen raised shares of Bristol Myers Squibb from a “buy” rating to a “strong-buy” rating in a research report on Saturday, November 8th. Bank of America upgraded Bristol Myers Squibb from a “neutral” rating to a “buy” rating and upped their price target for the stock from $52.00 to $61.00 in a report on Monday. Wells Fargo & Company raised their price objective on Bristol Myers Squibb from $53.00 to $55.00 and gave the company an “equal weight” rating in a research note on Wednesday, December 10th. Truist Financial set a $65.00 target price on shares of Bristol Myers Squibb in a research note on Wednesday, December 3rd. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Bristol Myers Squibb in a research report on Tuesday, October 14th. Five analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Bristol Myers Squibb currently has a consensus rating of “Hold” and a consensus target price of $54.62.

Bristol Myers Squibb News Summary

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

• Positive Sentiment: BMY and partner BioNTech reported advancement of their ROSETTA HCC‑206 immunotherapy program in first‑line liver cancer — a meaningful clinical development in oncology that can raise long‑term revenue potential. ROSETTA HCC‑206 update
• Positive Sentiment: Bristol‑Myers Squibb advanced its BMS‑986523 oncology trial, another pipeline progress item that supports the company’s long‑term growth story. BMS‑986523 trial update
• Positive Sentiment: BMY initiated a Phase 3 trial of KarXT in adolescents for schizophrenia, expanding potential label and market opportunity for a late‑stage asset. KarXT adolescent Phase 3 launch
• Positive Sentiment: Guggenheim raised its price target to $62 following an FDA priority review milestone, signaling at least one sell‑side firm sees meaningful upside if regulatory progress continues. Guggenheim $62 target
• Neutral Sentiment: BMY scheduled its fourth‑quarter 2025 earnings release for Feb. 5, 2026 — a date investors will watch for revenue, guidance and pipeline commentary. Q4 2025 results date
• Neutral Sentiment: Coverage pieces and attention pieces (Zacks, Motley Fool summaries) are circulating, increasing short‑term trading interest but not adding new fundamental data. Zacks attention note
• Negative Sentiment: Zacks Research issued multiple downward tweaks to 2026–2027 quarterly and FY2027 EPS (FY2027 trimmed to ~$5.91 from prior ~$5.96, and several Q1–Q3 2026/27 quarter estimates were nudged down); while some near‑term 2026 estimates were raised, the cuts to FY2027 and early‑2027 quarters are pressuring expectations and likely contributing to weaker near‑term sentiment.

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 Company discovers, develops, licenses, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. It offers products for hematology, oncology, cardiovascular, immunology, fibrotic, and neuroscience diseases. The company's products include Eliquis for reduction in risk of stroke/systemic embolism in non-valvular atrial fibrillation, and for the treatment of DVT/PE; Opdivo for various anti-cancer indications, including bladder, blood, CRC, head and neck, RCC, HCC, lung, melanoma, MPM, stomach and esophageal cancer; Pomalyst/Imnovid for multiple myeloma; Orencia for active rheumatoid arthritis and psoriatic arthritis; and Sprycel for the treatment of Philadelphia chromosome-positive chronic myeloid leukemia.