Compound Planning Inc. Has $4.94 Million Stock Holdings in Bristol Myers Squibb Company $BMY

Compound Planning Inc. lifted its position in shares of Bristol Myers Squibb Company (NYSE:BMY) by 244.8% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 81,491 shares of the biopharmaceutical company’s stock after buying an additional 57,858 shares during the quarter. Compound Planning Inc.’s holdings in Bristol Myers Squibb were worth $4,942,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the business. Swiss RE Ltd. bought a new position in Bristol Myers Squibb during the fourth quarter worth about $25,000. Darwin Wealth Management LLC acquired a new position in shares of Bristol Myers Squibb during the 2nd quarter worth approximately $25,000. Physician Wealth Advisors Inc. grew its position in shares of Bristol Myers Squibb by 73.5% during the 4th quarter. Physician Wealth Advisors Inc. now owns 477 shares of the biopharmaceutical company’s stock worth $26,000 after purchasing an additional 202 shares in the last quarter. Bayban bought a new position in shares of Bristol Myers Squibb during the fourth quarter worth approximately $31,000. Finally, EQ Wealth Advisors LLC bought a new position in shares of Bristol Myers Squibb during the fourth quarter worth approximately $32,000. Institutional investors own 76.41% of the company’s stock.

Bristol Myers Squibb Stock Up 1.3%

Shares of NYSE BMY opened at $61.56 on Friday. The company has a market cap of $125.71 billion, a price-to-earnings ratio of 17.29, a PEG ratio of 0.17 and a beta of 0.23. The company has a current ratio of 1.42, a quick ratio of 1.28 and a debt-to-equity ratio of 2.10. Bristol Myers Squibb Company has a 12 month low of $42.52 and a 12 month high of $62.89. The stock has a 50-day moving average price of $57.39 and a two-hundred day moving average price of $58.00.

Bristol Myers Squibb (NYSE:BMY) last announced its quarterly earnings results on Thursday, April 30th. The biopharmaceutical company reported $1.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.42 by $0.16. The company had revenue of $11.49 billion for the quarter, compared to analyst estimates of $10.93 billion. Bristol Myers Squibb had a net margin of 15.01% and a return on equity of 64.87%. The firm’s revenue was up 2.6% on a year-over-year basis. During the same period in the previous year, the firm posted $1.80 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, analysts forecast that Bristol Myers Squibb Company will post 6.34 earnings per share for the current fiscal year.

Bristol Myers Squibb Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 3rd. Investors of record on Thursday, July 2nd will be issued a dividend of $0.63 per share. The ex-dividend date of this dividend is Thursday, July 2nd. This represents a $2.52 annualized dividend and a dividend yield of 4.1%. Bristol Myers Squibb’s dividend payout ratio (DPR) is 70.79%.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. Wall Street Zen upgraded Bristol Myers Squibb from a “buy” rating to a “strong-buy” rating in a research note on Saturday, June 27th. Citigroup reaffirmed a “neutral” rating on shares of Bristol Myers Squibb in a report on Friday, May 1st. Bank of America cut their target price on Bristol Myers Squibb from $67.00 to $66.00 and set a “buy” rating for the company in a research report on Friday, July 10th. UBS Group reissued a “buy” rating on shares of Bristol Myers Squibb in a report on Thursday, May 28th. Finally, Cantor Fitzgerald reaffirmed a “neutral” rating and issued a $54.00 price target on shares of Bristol Myers Squibb in a research note on Monday, July 6th. Eight analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $61.25.

Bristol Myers Squibb News Roundup

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

• Positive Sentiment: BMY was highlighted as rising while the broader market dipped, suggesting investors were rotating into the name and viewing it as relatively resilient versus the market. Bristol Myers Squibb (BMY) Rises As Market Takes a Dip: Key Facts
• Positive Sentiment: Wall Street expectations point to earnings growth in next week’s report, and multiple articles framed Bristol Myers Squibb as having a strong chance to beat estimates, which can support the stock into the print. Bristol Myers Squibb (BMY) Rises As Market Takes a Dip: Key Facts
• Positive Sentiment: An analyst-style momentum piece also described BMY as a top long-term momentum stock, reinforcing a constructive technical/relative-strength narrative. Why Bristol Myers Squibb (BMY) is a Top Momentum Stock for the Long-Term
• Neutral Sentiment: Bristol Myers Squibb is scheduled to report quarterly earnings next week, keeping the stock in a wait-and-see mode as investors look for confirmation of growth and guidance. Bristol Myers Squibb (BMY) to Release Quarterly Earnings on Thursday
• Neutral Sentiment: News that Alexandria Real Estate delivered a new Bristol Myers Squibb R&D hub in San Diego is operationally positive, but it is more of a long-term business development update than an immediate stock catalyst. Alexandria Real Estate Equities Delivers 427,000 RSF Bristol Myers Squibb R & D Hub
• Negative Sentiment: One MarketWatch item noted BMY underperformed peers despite daily gains, which suggests the move may be less impressive on a relative basis than it first appears. Bristol Myers Squibb Co. stock underperforms Thursday when compared to competitors despite daily gains

Bristol Myers Squibb 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.