Oppenheimer Asset Management Inc. Purchases 32,005 Shares of Bristol Myers Squibb Company $BMY

Oppenheimer Asset Management Inc. raised its position in shares of Bristol Myers Squibb Company (NYSE:BMY) by 6.4% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 531,538 shares of the biopharmaceutical company’s stock after purchasing an additional 32,005 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in Bristol Myers Squibb were worth $23,972,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. 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. boosted its holdings in Bristol Myers Squibb by 107.2% in the third quarter. Harbor Capital Advisors Inc. now owns 605 shares of the biopharmaceutical company’s stock valued at $27,000 after acquiring an additional 313 shares in the last quarter. Total Investment Management Inc. purchased a new position in Bristol Myers Squibb during the 2nd quarter valued at $38,000. Twin Peaks Wealth Advisors LLC bought a new position in Bristol Myers Squibb in the 2nd quarter worth $40,000. Finally, Mark Sheptoff Financial Planning LLC boosted its stake in shares of Bristol Myers Squibb by 233.3% during the 2nd quarter. Mark Sheptoff Financial Planning LLC now owns 1,000 shares of the biopharmaceutical company’s stock valued at $46,000 after purchasing an additional 700 shares in the last quarter. Hedge funds and other institutional investors own 76.41% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on BMY shares. BMO Capital Markets reissued a “market perform” rating on shares of Bristol Myers Squibb in a research note on Monday, November 17th. Sanford C. Bernstein restated a “market perform” rating on shares of Bristol Myers Squibb in a research report on Monday, November 3rd. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Bristol Myers Squibb in a research note on Monday, November 24th. Citigroup increased their price objective on Bristol Myers Squibb from $60.00 to $64.00 and gave the stock a “neutral” rating in a report on Friday. Finally, Morgan Stanley restated an “underweight” rating and set a $40.00 target price on shares of Bristol Myers Squibb in a report on Friday. Eight research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Bristol Myers Squibb presently has an average rating of “Hold” and a consensus target price of $59.20.

Bristol Myers Squibb Stock Up 4.1%

Shares of NYSE:BMY opened at $61.99 on Monday. The company has a current ratio of 1.27, a quick ratio of 1.17 and a debt-to-equity ratio of 2.39. The stock has a fifty day simple moving average of $54.34 and a two-hundred day simple moving average of $49.03. Bristol Myers Squibb Company has a 12-month low of $42.52 and a 12-month high of $63.33. The stock has a market capitalization of $126.20 billion, a price-to-earnings ratio of 17.97, a PEG ratio of 0.19 and a beta of 0.29.

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

Bristol Myers Squibb Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Friday, January 2nd were paid a $0.63 dividend. This is a boost from Bristol Myers Squibb’s previous quarterly dividend of $0.62. This represents a $2.52 annualized dividend and a dividend yield of 4.1%. The ex-dividend date was Friday, January 2nd. Bristol Myers Squibb’s payout ratio is currently 73.04%.

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

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.