Compass Financial Management LLC Invests $932,000 in Bristol Myers Squibb Company $BMY

Compass Financial Management LLC bought a new stake in Bristol Myers Squibb Company (NYSE:BMY) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 14,966 shares of the biopharmaceutical company’s stock, valued at approximately $932,000.

A number of other large investors have also recently bought and sold shares of the business. Norges Bank purchased a new position in shares of Bristol Myers Squibb during the fourth quarter worth about $1,947,272,000. AQR Capital Management LLC lifted its position in Bristol Myers Squibb by 172.6% during the 4th quarter. AQR Capital Management LLC now owns 25,796,905 shares of the biopharmaceutical company’s stock worth $1,391,485,000 after acquiring an additional 16,332,924 shares during the period. BlackRock Inc. grew its stake in shares of Bristol Myers Squibb by 5.1% in 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. Bank of New York Mellon Corp increased its holdings in shares of Bristol Myers Squibb by 47.0% in the fourth quarter. Bank of New York Mellon Corp now owns 24,495,875 shares of the biopharmaceutical company’s stock valued at $1,321,308,000 after purchasing an additional 7,837,485 shares during the period. Finally, Geode Capital Management LLC raised its stake in shares of Bristol Myers Squibb by 13.1% during the fourth quarter. Geode Capital Management LLC now owns 52,638,346 shares of the biopharmaceutical company’s stock worth $2,837,026,000 after purchasing an additional 6,084,046 shares during the last quarter. Institutional investors and hedge funds own 76.41% of the company’s stock.

Bristol Myers Squibb Price Performance

Shares of NYSE BMY opened at $67.06 on Monday. The company has a debt-to-equity ratio of 1.89, a quick ratio of 1.38 and a current ratio of 1.53. Bristol Myers Squibb Company has a one year low of $42.52 and a one year high of $68.64. The firm has a market capitalization of $136.98 billion, a P/E ratio of 14.77, a PEG ratio of 0.17 and a beta of 0.22. The company’s fifty day moving average is $60.55 and its two-hundred day moving average is $59.39.

Bristol Myers Squibb (NYSE:BMY) last announced its quarterly earnings results on Thursday, July 30th. The biopharmaceutical company reported $2.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.60 by $0.44. The business had revenue of $12.97 billion during the quarter, compared to the consensus estimate of $11.74 billion. Bristol Myers Squibb had a net margin of 18.87% and a return on equity of 66.90%. The business’s revenue was up 5.7% compared to the same quarter last year. During the same quarter last year, the firm posted $1.46 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.750-7.000 EPS. Analysts forecast that Bristol Myers Squibb Company will post 6.95 EPS for the current fiscal year.

Bristol Myers Squibb Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, August 3rd. Stockholders of record on Thursday, July 2nd were given a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 3.8%. The ex-dividend date was Thursday, July 2nd. Bristol Myers Squibb’s dividend payout ratio (DPR) is presently 55.51%.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. UBS Group lowered shares of Bristol Myers Squibb from a “buy” rating to a “neutral” rating in a research report on Wednesday, August 5th. Wells Fargo & Company set a $65.00 price objective on shares of Bristol Myers Squibb and gave the stock an “equal weight” rating in a research report on Friday, July 31st. Sanford C. Bernstein raised shares of Bristol Myers Squibb from a “market perform” rating to an “outperform” rating in a report on Wednesday, August 5th. Truist Financial reiterated a “buy” rating and set a $70.00 price target (up from $65.00) on shares of Bristol Myers Squibb in a research note on Friday, July 31st. Finally, BMO Capital Markets restated a “market perform” rating on shares of Bristol Myers Squibb in a research report on Monday, July 27th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $66.06.

Key Bristol Myers Squibb News

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

• Positive Sentiment: Bristol Myers Squibb plans to invest approximately $2.3 billion in a new Houston manufacturing facility, part of a broader $40 billion U.S. investment commitment. The project reinforces BMY’s confidence in domestic production capacity and could support long-term operational growth. Bristol-Myers Squibb Bets $2.3 Billion on Texas
• Positive Sentiment: BMY is collaborating with Chai Discovery on artificial-intelligence-driven antibody discovery. The partnership could help identify novel therapeutic candidates more efficiently and strengthens the company’s efforts to modernize its drug-development platform. Chai Discovery Collaboration
• Positive Sentiment: The company is launching a Phase 1 study of an early Alzheimer’s disease antibody. Although the program remains highly experimental, it adds another potential long-term growth opportunity to BMY’s pipeline. Early Alzheimer’s Antibody Study
• Positive Sentiment: Strong Eliquis performance is helping offset declines in BMY’s older products facing generic pressure, supporting a more favorable 2026 revenue outlook. Elevated call-option activity also signals increased bullish interest, though it is not a fundamental guarantee. Eliquis and Legacy Portfolio Analysis
• Neutral Sentiment: Early clinical work on navlimetostat shows continued pipeline activity, but the Phase 1-stage program has not yet produced efficacy data that would materially change near-term earnings expectations. Navlimetostat Study Update
• Negative Sentiment: Generic competition remains a key risk for BMY’s legacy portfolio. Investors must determine whether Eliquis growth and newer pipeline assets can replace revenue lost as established medicines face erosion. Legacy Portfolio Erosion Analysis

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.