Rep. Gilbert Ray Cisneros, Jr. Buys Bristol Myers Squibb Company (NYSE:BMY) Shares

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Bristol Myers Squibb Company (NYSE:BMY). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in Bristol Myers Squibb stock on November 12th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

Bristol Myers Squibb Stock Up 1.5%

Shares of NYSE BMY traded up $0.82 during midday trading on Friday, hitting $54.15. 40,401,195 shares of the company’s stock were exchanged, compared to its average volume of 15,237,840. The firm’s fifty day simple moving average is $47.73 and its 200-day simple moving average is $47.15. The company has a market cap of $110.24 billion, a PE ratio of 18.29, a P/E/G ratio of 8.16 and a beta of 0.29. Bristol Myers Squibb Company has a twelve month low of $42.52 and a twelve month high of $63.33. 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 earnings results on Thursday, October 30th. The biopharmaceutical company reported $1.63 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.52 by $0.11. The business had revenue of $12.22 billion for the quarter, compared to analyst estimates of $11.75 billion. Bristol Myers Squibb had a net margin of 12.57% and a return on equity of 76.53%. The company’s revenue for the quarter was up 2.8% compared to the same quarter last year. During the same period last year, the firm posted $1.80 earnings per share. Bristol Myers Squibb has set its FY 2025 guidance at 6.400-6.600 EPS. Research analysts predict that Bristol Myers Squibb Company will post 6.74 EPS for the current fiscal year.

Bristol Myers Squibb Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Friday, January 2nd will be issued a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.7%. The ex-dividend date 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 (DPR) is 83.78%.

Key Stores Impacting Bristol Myers Squibb

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

• Positive Sentiment: Bristol Myers publicly announced an agreement with the U.S. government to improve affordability and access to medicines — a company release that frames the deal as preserving market access while responding to pricing pressures. This reduces regulatory uncertainty and the risk of punitive measures that could have hurt sales. Bristol Myers Squibb Announces Agreement with U.S. Government to Improve Affordability and Access to Critical Medicines for Americans
• Positive Sentiment: BMY and partner BioNTech reported progress in immunotherapy clinical programs (first-line liver cancer and a kidney‑cancer trial update), which add long-term commercial optionality if late‑stage data confirms benefit. These pipeline moves support upside beyond near‑term pricing headwinds. New Pumitamig Kidney Cancer Trial Adds Long-Term Optionality for Bristol-Myers Squibb and BioNTech
• Positive Sentiment: Analyst and media endorsements are visible: Guggenheim raised/maintained an elevated price target after an FDA priority review and media commentators (including Jim Cramer) are calling BMY a buy/value name — these signals can attract momentum and retail/institutional buyers. Guggenheim sets $62 target on Bristol-Myers Squibb Company (BMY) after FDA priority review
• Neutral Sentiment: Major press outlets report that nine pharma companies (including BMY) struck voluntary price agreements with the White House to link some U.S. prices to lower foreign prices and to avoid potential tariffs — this offers regulatory clarity but also implies longer‑term pricing pressure. Nine pharmaceutical companies including Bristol-Myers Squibb, GSK and Merck agreed to lower the prices that certain federal government programs and patients pay
• Neutral Sentiment: Broader coverage (CNBC) confirms multiple large drugmakers are making similar deals with the administration — increases industry momentum toward pricing reforms but spreads the competitive/market impact across peers. Nine of the largest pharma companies ink deals with Trump to lower drug prices
• Neutral Sentiment: BMY set a Q4 2025 earnings release date (Feb. 5, 2026) — a near‑term catalyst investors will watch for sales impact from pricing agreements and pipeline progress. Bristol Myers Squibb to Report Results for Fourth Quarter 2025 on February 5, 2026
• Negative Sentiment: Analyst model updates from Zacks Research trimmed several near‑term EPS estimates and cut FY2027 estimates modestly, implying some downward revision risk to earnings expectations if pricing concessions or volume shifts persist. (Zacks research notes summarized across recent releases.)
• Positive Sentiment: Market commentary pieces positioning BMY as a long‑term value stock may attract defensive/value investors given the company’s dividend/cash flow profile and pipeline depth. Why Bristol Myers Squibb (BMY) is a Top Value Stock for the Long-Term

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on BMY shares. Wells Fargo & Company lifted their target price on shares of Bristol Myers Squibb from $53.00 to $55.00 and gave the stock an “equal weight” rating in a research report on Wednesday, December 10th. Weiss Ratings restated a “hold (c-)” rating on shares of Bristol Myers Squibb in a research report on Tuesday, October 14th. HSBC reiterated a “hold” rating and set a $53.00 target price on shares of Bristol Myers Squibb in a report on Wednesday, December 10th. Citigroup reduced their price objective on Bristol Myers Squibb from $48.00 to $45.00 and set a “neutral” rating on the stock in a research report on Monday, November 17th. Finally, The Goldman Sachs Group reaffirmed a “neutral” rating and set a $57.00 price objective (up previously from $51.00) on shares of Bristol Myers Squibb in a research note on Tuesday, December 2nd. Five analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $54.62.

Institutional Trading of Bristol Myers Squibb

Several hedge funds and other institutional investors have recently bought and sold shares of BMY. Trifecta Capital Advisors LLC bought a new position in Bristol Myers Squibb in the 2nd quarter valued at about $25,000. Darwin Wealth Management LLC acquired a new stake in Bristol Myers Squibb in the 2nd quarter valued at about $25,000. CBIZ Investment Advisory Services LLC boosted its position in shares of 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 valued at $35,000 after purchasing an additional 231 shares in the last quarter. GKV Capital Management Co. Inc. bought a new stake in shares of Bristol Myers Squibb in the 1st quarter worth approximately $36,000. Finally, Harbor Capital Advisors Inc. lifted its stake in Bristol Myers Squibb by 107.2% during the third quarter. Harbor Capital Advisors Inc. now owns 605 shares of the biopharmaceutical company’s stock valued at $27,000 after purchasing an additional 313 shares during the last quarter. 76.41% of the stock is owned by institutional investors.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.