Three Seasons Wealth LLC Makes New $872,000 Investment in Bristol Myers Squibb Company $BMY

Three Seasons Wealth LLC purchased a new position in shares of Bristol Myers Squibb Company (NYSE:BMY) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 16,165 shares of the biopharmaceutical company’s stock, valued at approximately $872,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in BMY. Brighton Jones LLC lifted its position in shares of Bristol Myers Squibb by 33.4% in the 4th quarter. Brighton Jones LLC now owns 19,728 shares of the biopharmaceutical company’s stock worth $1,116,000 after purchasing an additional 4,935 shares during the period. Sivia Capital Partners LLC increased its holdings in Bristol Myers Squibb by 59.4% during the second quarter. Sivia Capital Partners LLC now owns 7,477 shares of the biopharmaceutical company’s stock valued at $346,000 after buying an additional 2,786 shares during the period. United Bank raised its stake in Bristol Myers Squibb by 15.0% in the second quarter. United Bank now owns 25,148 shares of the biopharmaceutical company’s stock worth $1,164,000 after buying an additional 3,277 shares in the last quarter. Loomis Sayles & Co. L P raised its stake in Bristol Myers Squibb by 74.1% in the second quarter. Loomis Sayles & Co. L P now owns 164,406 shares of the biopharmaceutical company’s stock worth $7,610,000 after buying an additional 69,966 shares in the last quarter. Finally, VestGen Advisors LLC lifted its holdings in Bristol Myers Squibb by 18.7% during the second quarter. VestGen Advisors LLC now owns 4,474 shares of the biopharmaceutical company’s stock worth $207,000 after buying an additional 706 shares during the period. 76.41% of the stock is currently owned by institutional investors.

Bristol Myers Squibb Price Performance

Shares of BMY opened at $60.56 on Wednesday. The business’s 50-day moving average is $59.03 and its two-hundred day moving average is $52.45. The company has a market capitalization of $123.65 billion, a P/E ratio of 17.55, a P/E/G ratio of 0.17 and a beta of 0.26. The company has a debt-to-equity ratio of 2.32, a quick ratio of 1.14 and a current ratio of 1.26. Bristol Myers Squibb Company has a fifty-two week low of $42.52 and a fifty-two week high of $62.89.

Bristol Myers Squibb (NYSE:BMY) last released its quarterly earnings data on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share for the quarter, missing analysts’ consensus estimates of $1.65 by ($0.39). Bristol Myers Squibb had a net margin of 14.64% and a return on equity of 69.65%. The company had revenue of $12.50 billion for the quarter, compared to analysts’ expectations of $12.24 billion. During the same quarter in the previous year, the business posted $1.67 EPS. The business’s quarterly revenue was up 1.3% on a year-over-year basis. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Research analysts predict that Bristol Myers Squibb Company will post 6.74 earnings per share for the current year.

Bristol Myers Squibb Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Thursday, April 2nd will be issued a $0.63 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $2.52 dividend on an annualized basis and a yield of 4.2%. Bristol Myers Squibb’s payout ratio is presently 73.04%.

Analyst Ratings Changes

A number of research analysts have recently issued reports on BMY shares. Citigroup lifted their price target on Bristol Myers Squibb from $60.00 to $64.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Wells Fargo & Company restated an “outperform” rating and set a $60.00 price objective (up from $55.00) on shares of Bristol Myers Squibb in a research note on Friday, February 6th. Barclays initiated coverage on Bristol Myers Squibb in a research report on Thursday, February 19th. They set an “overweight” rating and a $75.00 price objective on the stock. Truist Financial set a $65.00 target price on shares of Bristol Myers Squibb in a report on Wednesday, December 3rd. Finally, Bank of America raised shares of Bristol Myers Squibb from a “neutral” rating to a “buy” rating and raised their price target for the stock from $52.00 to $61.00 in a report on Monday, December 15th. Nine analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $61.41.

Key Headlines Impacting Bristol Myers Squibb

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

• Positive Sentiment: Phase‑3 adolescent win for Camzyos strengthens BMY’s cardiovascular franchise — the SCOUT‑HCM trial met its primary endpoint with robust efficacy and no new safety signals, supporting label expansion into younger patients and longer commercial runway for the drug. Camzyos Adolescent Trial Success Might Change The Case For Investing In Bristol-Myers Squibb (BMY)
• Positive Sentiment: FDA approval for a Hodgkin’s lymphoma combination therapy provides an immediate commercial lift and validates oncology execution — another approved product can help offset patent cliffs elsewhere. Bristol-Myers Squibb Gets FDA Approval for Hodgkin’s Lymphoma Treatment
• Positive Sentiment: Value/income investor interest — Ariel Global Fund re‑added BMY citing pipeline strength and attractive valuation, which could signal renewed institutional demand. Ariel Global Fund Re-Added Bristol-Myers Squibb Company (BMY) on Pipeline Strength and Attractive Valuation
• Neutral Sentiment: Analyst/education pieces (Zacks, Yahoo) highlight potential upside from earnings surprises using Earnings ESP and note BMY’s recent outperformance relative to its history, but these are directional signals rather than new fundamentals. Bristol Myers Squibb (BMY) Ascends But Remains Behind Market: Some Facts to Note
• Neutral Sentiment: Market reports project growth in oncology and kidney cancer drug markets through 2030, underlining long‑term addressable market tailwinds for BMY but not immediate revenue changes. Kidney Cancer Drugs Market to Grow by $2 Billion During 2026-2030
• Negative Sentiment: Some outlets note mixed analyst sentiment and questions around near‑term execution; investors should weigh recent approval and trial wins against prior earnings misses and heavy leverage on the balance sheet. Bristol-Myers Squibb (BMY) faces mixed analyst sentiment despite strong momentum in healthcare industry

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.