Bristol Myers Squibb Company $BMY Shares Acquired by Sector Gamma AS

Sector Gamma AS boosted its position in shares of Bristol Myers Squibb Company (NYSE:BMY) by 43.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 581,267 shares of the biopharmaceutical company’s stock after buying an additional 175,267 shares during the quarter. Bristol Myers Squibb makes up approximately 6.5% of Sector Gamma AS’s holdings, making the stock its 4th largest holding. Sector Gamma AS’s holdings in Bristol Myers Squibb were worth $26,215,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently made changes to their positions in BMY. Trifecta Capital Advisors LLC acquired a new position in shares of Bristol Myers Squibb during the second quarter valued at $25,000. Darwin Wealth Management LLC bought a new stake in Bristol Myers Squibb during the 2nd quarter worth about $25,000. Harbor Capital Advisors Inc. lifted its position 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 valued at $27,000 after purchasing an additional 313 shares during the period. REAP Financial Group LLC boosted its stake in shares of 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 last quarter. Finally, DHJJ Financial Advisors Ltd. grew its position in shares of Bristol Myers Squibb by 51.9% during the 2nd quarter. DHJJ Financial Advisors Ltd. now owns 781 shares of the biopharmaceutical company’s stock worth $36,000 after buying an additional 267 shares during the period. 76.41% of the stock is owned by institutional investors and hedge funds.

Bristol Myers Squibb Trading Down 0.6%

NYSE BMY opened at $54.61 on Friday. 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 stock’s 50-day moving average is $52.57 and its 200-day moving average is $48.40. Bristol Myers Squibb Company has a one year low of $42.52 and a one year high of $63.33. The firm has a market cap of $111.17 billion, a P/E ratio of 18.45, a P/E/G ratio of 0.17 and a beta of 0.29.

Bristol Myers Squibb (NYSE:BMY) last announced its earnings results on Thursday, October 30th. The biopharmaceutical company reported $1.63 EPS for the quarter, topping the consensus estimate of $1.52 by $0.11. The firm had revenue of $12.22 billion for the quarter, compared to the consensus estimate of $11.75 billion. Bristol Myers Squibb had a net margin of 12.57% and a return on equity of 76.53%. The business’s quarterly revenue was up 2.8% on a year-over-year basis. During the same period last year, the company posted $1.80 EPS. Bristol Myers Squibb has set its FY 2025 guidance at 6.400-6.600 EPS. Sell-side 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. Shareholders of record on Friday, January 2nd will be issued a dividend of $0.63 per share. This is a boost from Bristol Myers Squibb’s previous quarterly dividend of $0.62. The ex-dividend date is Friday, January 2nd. This represents a $2.52 dividend on an annualized basis and a yield of 4.6%. Bristol Myers Squibb’s dividend payout ratio is currently 85.14%.

Wall Street Analyst Weigh In

BMY has been the topic of several analyst reports. The Goldman Sachs Group restated a “neutral” rating and issued a $57.00 price objective (up from $51.00) on shares of Bristol Myers Squibb in a report on Tuesday, December 2nd. Wall Street Zen upgraded Bristol Myers Squibb from a “buy” rating to a “strong-buy” rating in a report on Saturday, November 8th. UBS Group raised Bristol Myers Squibb from a “neutral” rating to a “buy” rating and increased their target price for the company from $46.00 to $65.00 in a research note on Wednesday, January 7th. Citigroup restated a “neutral” rating and set a $53.00 target price (up from $45.00) on shares of Bristol Myers Squibb in a research report on Wednesday, January 7th. Finally, Leerink Partners increased their price target 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. Seven research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Bristol Myers Squibb currently has a consensus rating of “Hold” and an average price target of $56.86.

Key Bristol Myers Squibb News

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

• Positive Sentiment: BMY struck a sizable collaboration and exclusive license deal with Janux Therapeutics (worth up to ~$800M), signaling near‑term external innovation that could bolster BMY’s oncology pipeline and near‑term partnering upside. Janux Therapeutics Strikes Bristol Myers Biotech Deal Worth $800 Million
• Positive Sentiment: BMY and BioNTech advanced a Phase 3 lung‑cancer program for pumitamig, a potential new competitor to Keytruda — a successful readout would be material to oncology revenue upside. Bristol-Myers Squibb and BioNTech Advance New Lung Cancer Weapon Against Keytruda in Phase 3 Trial
• Positive Sentiment: BMY reported progress in a China mesothelioma trial for Opdivo + Yervoy, which signals additional oncology label/market expansion opportunities in a large market. Bristol Myers Squibb Advances Opdivo/Yervoy in China Mesothelioma Trial, Signaling New Oncology Upside
• Positive Sentiment: BMY announced a collaboration with Microsoft to develop AI‑driven early detection tools for lung cancer — a strategic move that could accelerate diagnostics-linked R&D and potential data/technology synergies. Bristol Myers Squibb Announces Collaboration with Microsoft to Advance AI-Driven Early Detection of Lung Cancer
• Positive Sentiment: Analysts at UBS turned more constructive on biotech/pharma, including BMY exposure, which supports investor sentiment around sector recovery and dividend stability. Bristol-Myers (BMY): UBS turns bullish as biotech and pharma show signs of a recovery
• Neutral Sentiment: Coverage pieces are re‑evaluating BMY’s valuation and pipeline after the Microsoft pact and Camzyos trial news — useful context but not an immediate earnings swing. A Look At Bristol Myers Squibb (BMY) Valuation After New Microsoft AI Pact And Camzyos Trial Results
• Neutral Sentiment: Analyst action: Citi placed BMY at a Hold, tempering upside expectations from some investors even as clinical headlines roll in. Bristol-Myers Squibb (BMY) Receives a Hold from Citi
• Negative Sentiment: An analyst lowered Q1 EPS estimates for BMY, adding short‑term earnings pressure and a reason for cautious positioning ahead of upcoming quarterly/clinical readouts. Q1 EPS Estimate for Bristol Myers Squibb Lowered by Analyst
• Neutral Sentiment: Stock commentary noting “mixed returns and pipeline developments” flags that while R&D catalysts are meaningful, execution risk and valuation remain focal for investors. Reassessing Bristol Myers Squibb (BMY) After Mixed Returns And Product Pipeline Developments

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.