Bristol Myers Squibb Company $BMY Stock Bought by Americana Partners LLC

Americana Partners LLC raised its position in Bristol Myers Squibb Company (NYSE:BMY) by 19.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 277,752 shares of the biopharmaceutical company’s stock after acquiring an additional 46,008 shares during the period. Americana Partners LLC’s holdings in Bristol Myers Squibb were worth $17,332,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of BMY. BlackRock Inc. lifted its holdings in shares of Bristol Myers Squibb by 5.1% during the 2nd quarter. BlackRock Inc. now owns 180,384,994 shares of the biopharmaceutical company’s stock valued at $10,393,783,000 after purchasing an additional 8,702,106 shares during the last quarter. State Street Corp grew its stake in Bristol Myers Squibb by 7.3% during the 2nd quarter. State Street Corp now owns 105,757,638 shares of the biopharmaceutical company’s stock worth $6,093,755,000 after buying an additional 7,192,724 shares during the last quarter. Primecap Management Co. CA purchased a new position in Bristol Myers Squibb during the 2nd quarter worth $1,436,115,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in Bristol Myers Squibb by 0.5% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 22,839,010 shares of the biopharmaceutical company’s stock valued at $1,315,984,000 after buying an additional 119,690 shares in the last quarter. Finally, Dimensional Fund Advisors LP increased its position in Bristol Myers Squibb by 2.9% during the 1st quarter. Dimensional Fund Advisors LP now owns 18,762,589 shares of the biopharmaceutical company’s stock valued at $1,137,847,000 after buying an additional 520,330 shares in the last quarter. 76.41% of the stock is owned by hedge funds and other institutional investors.

Bristol Myers Squibb Stock Performance

Shares of BMY stock opened at $62.46 on Friday. The firm has a market capitalization of $127.59 billion, a price-to-earnings ratio of 13.85, a price-to-earnings-growth ratio of 0.32 and a beta of 0.19. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.53 and a quick ratio of 1.38. The business has a fifty day moving average of $62.80 and a 200 day moving average of $59.94. Bristol Myers Squibb Company has a 1 year low of $45.20 and a 1 year high of $68.64.

Bristol Myers Squibb (NYSE:BMY) last issued its quarterly earnings results on Thursday, October 29th. The biopharmaceutical company reported $1.35 EPS for the quarter, topping analysts’ consensus estimates of $1.10 by $0.25. The company had revenue of $13.07 billion during the quarter, compared to analysts’ expectations of $12.72 billion. Bristol Myers Squibb had a return on equity of 62.78% and a net margin of 18.47%. The firm’s revenue was up 6.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.63 EPS. As a group, research analysts expect that Bristol Myers Squibb Company will post 6.37 earnings per share for the current year.

Bristol Myers Squibb Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, November 2nd. Investors of record on Friday, October 2nd will be given a $0.63 dividend. The ex-dividend date is Friday, October 2nd. This represents a $2.52 dividend on an annualized basis and a yield of 4.0%. Bristol Myers Squibb’s dividend payout ratio is currently 55.51%.

Bristol Myers Squibb News Summary

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

• Positive Sentiment: Bristol Myers Squibb reported third-quarter adjusted EPS of $1.35 and revenue of $13.07 billion, exceeding consensus estimates of $1.10 and $12.72 billion, respectively. Revenue increased 6.9% year over year. Bristol Myers Squibb Q3 revenue report
• Positive Sentiment: The company raised its full-year 2026 revenue outlook to approximately $50 billion as its Growth Portfolio—including newer drugs—grew 12% to $7.7 billion, helping offset pressure from older products facing patent expirations. BMY Q3 earnings call highlights
• Positive Sentiment: Barclays maintained its Buy rating, while management pointed to pipeline progress, cancer-trial data and increased use of artificial intelligence in drug research as potential longer-term catalysts. Barclays maintains Buy rating
• Neutral Sentiment: The improved sales outlook is largely a revenue story: deal-related and higher in-process research and development charges contributed to a reduction in 2026 EPS guidance, and adjusted earnings fell from $1.63 a year earlier to $1.35. BMY earnings and guidance report
• Negative Sentiment: Opdivo sales came in below expectations, highlighting launch execution risks and the continuing challenge of replacing revenue from aging blockbuster drugs. Bristol Myers Opdivo sales report
• Negative Sentiment: Morgan Stanley cut its price target from $41 to $40 and reiterated an Underweight rating, implying substantial downside from the current trading level. Morgan Stanley BMY rating
• Negative Sentiment: A separate analysis downgraded BMY, arguing that progress from newer medicines may not fully overcome the company’s upcoming patent cliffs. Bristol Myers patent-cliff analysis

Insiders Place Their Bets

In related news, SVP Phil M. Holzer sold 500 shares of the stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $67.50, for a total value of $33,750.00. Following the transaction, the senior vice president owned 16,862 shares in the company, valued at approximately $1,138,185. This represents a 2.88% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.05% of the company’s stock.

Analysts Set New Price Targets

BMY has been the subject of several recent analyst reports. UBS Group downgraded Bristol Myers Squibb from a “buy” rating to a “neutral” rating in a report on Wednesday, August 5th. Roth Capital assumed coverage on shares of Bristol Myers Squibb in a report on Wednesday, August 5th. They set a “buy” rating and a $75.00 price objective on the stock. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of Bristol Myers Squibb in a research report on Tuesday, October 13th. Zacks Research cut shares of Bristol Myers Squibb from a “strong-buy” rating to a “hold” rating in a research note on Thursday, October 22nd. Finally, TD Cowen initiated coverage on shares of Bristol Myers Squibb in a research note on Wednesday, August 5th. They issued a “buy” rating for the company. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, sixteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $65.46.

Bristol Myers Squibb Profile

Bristol Myers Squibb (NYSE:BMY) is a global biopharmaceutical company focused on discovering, developing and commercializing medicines for serious diseases. Its research and development activities span oncology, hematology, immunology, cardiovascular disease, neuroscience and other specialty areas.

The company’s portfolio includes oncology medicines such as Opdivo, Yervoy, Abraxane, Sprycel and Pomalyst, as well as Eliquis, an anticoagulant developed in partnership with Pfizer. Bristol Myers Squibb also markets immunology and neuroscience products, including Orencia and Sotyktu, and continues to invest in therapies based on biologics, cell therapy and other advanced treatment approaches.

Bristol Myers Squibb traces its roots to pharmaceutical businesses founded by Bristol-Myers in 1881 and E.R.