Bristol Myers Squibb Company (NYSE:BMY – Free Report) – Investment analysts at Zacks Research cut their Q4 2026 earnings estimates for Bristol Myers Squibb in a research report issued on Tuesday, January 20th. Zacks Research analyst Team now expects that the biopharmaceutical company will post earnings per share of $1.32 for the quarter, down from their previous forecast of $1.33. The consensus estimate for Bristol Myers Squibb’s current full-year earnings is $6.74 per share. Zacks Research also issued estimates for Bristol Myers Squibb’s Q2 2027 earnings at $1.56 EPS.
Bristol Myers Squibb (NYSE:BMY – Get Free Report) last released its quarterly earnings results on Thursday, October 30th. The biopharmaceutical company reported $1.63 earnings per share for the quarter, topping the consensus estimate of $1.52 by $0.11. Bristol Myers Squibb had a net margin of 12.57% and a return on equity of 76.53%. The firm had revenue of $12.22 billion during the quarter, compared to the consensus estimate of $11.75 billion. During the same quarter in the prior year, the firm earned $1.80 EPS. The company’s revenue for the quarter was up 2.8% on a year-over-year basis. Bristol Myers Squibb has set its FY 2025 guidance at 6.400-6.600 EPS.
Bristol Myers Squibb Stock Performance
NYSE BMY opened at $54.61 on Thursday. 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 simple moving average is $52.57 and its 200-day simple moving average is $48.39. The company has a market cap of $111.17 billion, a PE ratio of 18.45, a price-to-earnings-growth ratio of 0.17 and a beta of 0.29. Bristol Myers Squibb has a 1-year low of $42.52 and a 1-year high of $63.33.
Hedge Funds Weigh In On Bristol Myers Squibb
Hedge funds and other institutional investors have recently bought and sold shares of the company. Brighton Jones LLC boosted its position in Bristol Myers Squibb by 33.4% in the 4th quarter. Brighton Jones LLC now owns 19,728 shares of the biopharmaceutical company’s stock valued at $1,116,000 after buying an additional 4,935 shares during the period. Sivia Capital Partners LLC raised its stake in shares of Bristol Myers Squibb by 59.4% in the second quarter. Sivia Capital Partners LLC now owns 7,477 shares of the biopharmaceutical company’s stock valued at $346,000 after acquiring an additional 2,786 shares in the last quarter. Maseco LLP purchased a new position in Bristol Myers Squibb in the second quarter valued at $256,000. Accurate Wealth Management LLC grew its stake in Bristol Myers Squibb by 8.0% during the 2nd quarter. Accurate Wealth Management LLC now owns 6,828 shares of the biopharmaceutical company’s stock worth $331,000 after purchasing an additional 505 shares in the last quarter. Finally, Charter Capital Management LLC DE purchased a new stake in Bristol Myers Squibb during the 2nd quarter worth about $231,000. 76.41% of the stock is currently owned by hedge funds and other institutional investors.
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 given a $0.63 dividend. The ex-dividend date of this dividend is Friday, January 2nd. This is a positive change from Bristol Myers Squibb’s previous quarterly dividend of $0.62. This represents a $2.52 dividend on an annualized basis and a yield of 4.6%. Bristol Myers Squibb’s dividend payout ratio is presently 85.14%.
Bristol Myers Squibb News Roundup
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.
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