Commerzbank Aktiengesellschaft FI Sells 12,620 Shares of Bristol Myers Squibb Company $BMY

Commerzbank Aktiengesellschaft FI cut its stake in Bristol Myers Squibb Company (NYSE:BMY) by 46.6% in the third quarter, Holdings Channel reports. The institutional investor owned 14,457 shares of the biopharmaceutical company’s stock after selling 12,620 shares during the period. Commerzbank Aktiengesellschaft FI’s holdings in Bristol Myers Squibb were worth $653,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of BMY. Trifecta Capital Advisors LLC purchased a new position in shares of Bristol Myers Squibb during the 2nd quarter worth about $25,000. Darwin Wealth Management LLC purchased a new position in shares of Bristol Myers Squibb during the second quarter valued at approximately $25,000. Harbor Capital Advisors Inc. grew its stake in shares of Bristol Myers Squibb by 107.2% during the third quarter. Harbor Capital Advisors Inc. now owns 605 shares of the biopharmaceutical company’s stock valued at $27,000 after buying an additional 313 shares during the last quarter. REAP Financial Group LLC raised its holdings in shares of Bristol Myers Squibb by 202.8% in the second quarter. REAP Financial Group LLC now owns 639 shares of the biopharmaceutical company’s stock worth $30,000 after buying an additional 428 shares during the period. Finally, DHJJ Financial Advisors Ltd. lifted its stake in shares of Bristol Myers Squibb by 51.9% during the 2nd quarter. DHJJ Financial Advisors Ltd. now owns 781 shares of the biopharmaceutical company’s stock worth $36,000 after acquiring an additional 267 shares during the last quarter. Institutional investors own 76.41% of the company’s stock.

Key Bristol Myers Squibb News

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

Analyst Upgrades and Downgrades

Several brokerages have commented on BMY. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Bristol Myers Squibb in a research report on Tuesday, October 14th. Bank of America upgraded shares of Bristol Myers Squibb from a “neutral” rating to a “buy” rating and upped their price target for the stock from $52.00 to $61.00 in a report on Monday, December 15th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of Bristol Myers Squibb in a research note on Monday, November 3rd. Guggenheim reissued a “buy” rating on shares of Bristol Myers Squibb in a research report on Tuesday, December 23rd. Finally, Wall Street Zen raised shares of Bristol Myers Squibb from a “buy” rating to a “strong-buy” rating in a research report on Saturday, November 8th. Seven analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $56.86.

Bristol Myers Squibb Trading Down 0.6%

NYSE BMY opened at $54.61 on Monday. Bristol Myers Squibb Company has a one year low of $42.52 and a one year high of $63.33. The company has a debt-to-equity ratio of 2.39, a quick ratio of 1.17 and a current ratio of 1.27. The company has a market capitalization of $111.17 billion, a price-to-earnings ratio of 18.45, a price-to-earnings-growth ratio of 0.17 and a beta of 0.29. The company’s 50-day simple moving average is $52.57 and its two-hundred day simple moving average is $48.40.

Bristol Myers Squibb (NYSE:BMY) last announced 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. The firm had revenue of $12.22 billion during the quarter, compared to analysts’ expectations of $11.75 billion. Bristol Myers Squibb had a net margin of 12.57% and a return on equity of 76.53%. The company’s revenue was up 2.8% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.80 EPS. Bristol Myers Squibb has set its FY 2025 guidance at 6.400-6.600 EPS. Equities analysts forecast that Bristol Myers Squibb Company will post 6.74 EPS for the current fiscal year.

Bristol Myers Squibb Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Friday, January 2nd will be issued a $0.63 dividend. The ex-dividend date is Friday, January 2nd. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.6%. This is a boost from Bristol Myers Squibb’s previous quarterly dividend of $0.62. Bristol Myers Squibb’s dividend payout ratio (DPR) is 85.14%.

About Bristol Myers Squibb

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.