Bristol Myers Squibb Company $BMY Shares Sold by Twin Capital Management Inc.

Twin Capital Management Inc. decreased its position in shares of Bristol Myers Squibb Company (NYSE:BMY) by 27.7% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 79,124 shares of the biopharmaceutical company’s stock after selling 30,315 shares during the quarter. Twin Capital Management Inc.’s holdings in Bristol Myers Squibb were worth $3,569,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of Bristol Myers Squibb by 33.4% during the fourth 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 last quarter. Sivia Capital Partners LLC increased its position in Bristol Myers Squibb by 59.4% in the 2nd 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 during the period. Valmark Advisers Inc. raised its stake in Bristol Myers Squibb by 62.5% during the 2nd quarter. Valmark Advisers Inc. now owns 6,887 shares of the biopharmaceutical company’s stock valued at $319,000 after acquiring an additional 2,650 shares in the last quarter. Maryland State Retirement & Pension System boosted its position in Bristol Myers Squibb by 4.4% during the 2nd quarter. Maryland State Retirement & Pension System now owns 99,054 shares of the biopharmaceutical company’s stock worth $4,585,000 after acquiring an additional 4,202 shares during the period. Finally, McElhenny Sheffield Capital Management LLC bought a new position in shares of Bristol Myers Squibb in the second quarter worth $48,000. Institutional investors and hedge funds own 76.41% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on BMY. Guggenheim restated a “buy” rating and set a $72.00 price objective (up from $62.00) on shares of Bristol Myers Squibb in a research note on Friday. HSBC reaffirmed a “hold” rating and issued a $53.00 price target on shares of Bristol Myers Squibb in a research note on Wednesday, December 10th. Piper Sandler reiterated an “overweight” rating and set a $66.00 price objective (up previously from $62.00) on shares of Bristol Myers Squibb in a research note on Wednesday, January 28th. Bank of America raised Bristol Myers Squibb from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $52.00 to $61.00 in a report on Monday, December 15th. Finally, BMO Capital Markets reaffirmed a “market perform” rating on shares of Bristol Myers Squibb in a research note on Monday, November 17th. Eight research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $59.20.

Bristol Myers Squibb Stock Performance

Shares of NYSE BMY opened at $61.99 on Friday. The stock’s fifty day simple moving average is $54.34 and its 200 day simple moving average is $49.03. The stock has a market capitalization of $126.20 billion, a price-to-earnings ratio of 17.97, a PEG ratio of 0.18 and a beta of 0.29. The company has a quick ratio of 1.17, a current ratio of 1.27 and a debt-to-equity ratio of 2.39. Bristol Myers Squibb Company has a 52-week low of $42.52 and a 52-week high of $63.33.

Bristol Myers Squibb (NYSE:BMY) last issued its quarterly earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 EPS for the quarter, missing the consensus estimate of $1.65 by ($0.39). Bristol Myers Squibb had a net margin of 14.64% and a return on equity of 70.30%. The firm had revenue of $12.50 billion during the quarter, compared to analysts’ expectations of $12.24 billion. During the same quarter last year, the company posted $1.67 EPS. The firm’s revenue was up 1.3% compared to the same quarter last year. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, sell-side analysts forecast that Bristol Myers Squibb Company will post 6.74 earnings per share for the current fiscal year.

Bristol Myers Squibb Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Friday, January 2nd were issued a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 4.1%. This is a boost from Bristol Myers Squibb’s previous quarterly dividend of $0.62. The ex-dividend date was Friday, January 2nd. Bristol Myers Squibb’s dividend payout ratio is 85.14%.

Key Headlines Impacting Bristol Myers Squibb

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

• Positive Sentiment: Q4 revenue beat and growth portfolio momentum — BMY reported $12.5B in Q4 revenue with growth in new products (immuno‑oncology) helping offset legacy declines; investors view the topline beat as validating the company’s transition. Bristol Myers Squibb Reports Fourth Quarter and Full-Year Financial Results for 2025
• Positive Sentiment: Upside FY‑2026 guidance — management set FY‑2026 EPS of $6.05–$6.35 and revenue guidance of $46.0–$47.5B, both above consensus, which markets are treating as a material bullish catalyst for forward earnings and cash flow expectations. Bristol Myers forecasts upbeat 2026, expecting Eliquis price cut to pay off
• Positive Sentiment: Management and pipeline commentary — CEO Chris Boerner highlighted the strongest pipeline in a decade and called out new growth engines, supporting investor confidence in sustained medium‑term revenue growth. Bristol Myers Squibb CEO: Richest product pipeline we’ve had in the last decade
• Positive Sentiment: Street reaction — Citigroup raised its price target from $60 to $64 (maintaining a neutral rating), signalling modest analyst support for upside after the print and guidance. Tickerreport: Citigroup raises target
• Neutral Sentiment: Dividend/total-return thesis discussed — commentary (Seeking Alpha) frames BMY as a dividend income play with hidden upside from pipeline and buybacks; relevant for income-oriented investors but less immediate as a price catalyst. Bristol-Myers Squibb: A Dividend Gem With Hidden Upside In 2026
• Negative Sentiment: EPS mix and legacy headwinds — non‑GAAP EPS dynamics and year‑over‑year decline in EPS (and some legacy drug declines) remain a risk; some outlets note EPS was below certain Street figures and that company sales may decline in 2026 before new-product gains fully offset legacy erosion. MarketBeat: Earnings and call materials
• Negative Sentiment: Some analysts/publication notes that overall sales could decline in 2026 — this has been flagged as a medium‑term headwind that could pressure consensus if new-product uptake lags expectations. MSN: Bristol Myers expects sales to decline this year

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.