12,753 Shares in Bristol Myers Squibb Company $BMY Purchased by Blue Capital Inc.

Blue Capital Inc. bought a new stake in Bristol Myers Squibb Company (NYSE:BMY) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 12,753 shares of the biopharmaceutical company’s stock, valued at approximately $688,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Northwestern Mutual Investment Management Company LLC lifted its stake in shares of Bristol Myers Squibb by 0.3% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 65,046 shares of the biopharmaceutical company’s stock valued at $3,509,000 after buying an additional 172 shares during the period. KCM Investment Advisors LLC boosted its position in Bristol Myers Squibb by 0.8% during the fourth quarter. KCM Investment Advisors LLC now owns 20,871 shares of the biopharmaceutical company’s stock worth $1,126,000 after acquiring an additional 174 shares during the last quarter. Investment Research Partners LLC grew its stake in Bristol Myers Squibb by 1.4% in the 4th quarter. Investment Research Partners LLC now owns 13,134 shares of the biopharmaceutical company’s stock worth $708,000 after acquiring an additional 179 shares during the period. ESG Planning DBA Harper Investing raised its holdings in Bristol Myers Squibb by 1.3% in the 4th quarter. ESG Planning DBA Harper Investing now owns 13,811 shares of the biopharmaceutical company’s stock valued at $745,000 after acquiring an additional 180 shares during the last quarter. Finally, REAP Financial Group LLC raised its holdings in Bristol Myers Squibb by 26.1% in the 4th quarter. REAP Financial Group LLC now owns 879 shares of the biopharmaceutical company’s stock valued at $47,000 after acquiring an additional 182 shares during the last quarter. 76.41% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Bristol Myers Squibb

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

• Positive Sentiment: Bristol Myers Squibb announced a quarterly dividend of $0.63 per share, reinforcing its income appeal with an annualized yield of about 4.6%. Bristol Myers Squibb Announces Dividend
• Positive Sentiment: The company reported positive Phase III SUCCESSOR-2 multiple myeloma data and additional encouraging pipeline results at the EHA 2026 conference, which could strengthen optimism around future oncology growth. Bristol Myers Squibb (BMY) Unveils Myeloma Trial Win And New Gulf Leadership
• Positive Sentiment: Independent coverage highlighted potential undervaluation in BMY, citing pipeline progress and margin improvement as reasons the stock may have upside from current levels. Bristol Myers Squibb (BMY) Stock Could Be 12.2% Undervalued on Pipeline and Margin Hopes
• Neutral Sentiment: Bristol Myers Squibb said it will report second-quarter 2026 results on July 30, keeping investors focused on the next earnings update. Bristol Myers Squibb to Report Results for Second Quarter 2026 on July 30, 2026
• Neutral Sentiment: The company also appointed a new general manager for Saudi Arabia and Gulf countries, a strategic regional leadership move with limited near-term stock impact. Bristol Myers Squibb Appoints Mayada Al-Ahmad as General Manager for Saudi Arabia & Gulf Countries
• Negative Sentiment: Recent trading has been soft, with shares declining over the past month and quarter, and analysts still broadly rating the stock as a hold. Investors Heavily Search Bristol Myers Squibb Company (BMY): Here is What You Need to Know

Bristol Myers Squibb Price Performance

BMY stock opened at $54.10 on Friday. The company has a market cap of $110.48 billion, a PE ratio of 15.20, a price-to-earnings-growth ratio of 0.16 and a beta of 0.24. The company has a current ratio of 1.42, a quick ratio of 1.28 and a debt-to-equity ratio of 2.10. The stock has a 50-day moving average price of $57.44 and a two-hundred day moving average price of $57.11. Bristol Myers Squibb Company has a 12-month low of $42.52 and a 12-month high of $62.89.

Bristol Myers Squibb (NYSE:BMY) last released its quarterly earnings data on Thursday, April 30th. The biopharmaceutical company reported $1.58 EPS for the quarter, topping analysts’ consensus estimates of $1.42 by $0.16. The company had revenue of $11.49 billion for the quarter, compared to the consensus estimate of $10.93 billion. Bristol Myers Squibb had a return on equity of 64.87% and a net margin of 15.01%.The company’s quarterly revenue was up 2.6% compared to the same quarter last year. During the same period last year, the business posted $1.80 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, research analysts predict that Bristol Myers Squibb Company will post 6.32 EPS for the current year.

Bristol Myers Squibb Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 3rd. Investors of record on Thursday, July 2nd will be issued a $0.63 dividend. The ex-dividend date is Thursday, July 2nd. This represents a $2.52 annualized dividend and a yield of 4.7%. Bristol Myers Squibb’s dividend payout ratio (DPR) is presently 70.79%.

Insiders Place Their Bets

In other Bristol Myers Squibb news, EVP David V. Elkins sold 30,000 shares of the business’s stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $61.67, for a total transaction of $1,850,100.00. Following the completion of the sale, the executive vice president directly owned 159,248 shares in the company, valued at $9,820,824.16. The trade was a 15.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.05% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the company. Citigroup restated a “neutral” rating on shares of Bristol Myers Squibb in a report on Friday, May 1st. Bank of America dropped their target price on Bristol Myers Squibb from $68.00 to $67.00 and set a “buy” rating for the company in a research note on Thursday, April 9th. Royal Bank Of Canada started coverage on Bristol Myers Squibb in a research report on Tuesday, February 24th. They set a “sector perform” rating and a $60.00 target price on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Bristol Myers Squibb in a research note on Monday, March 23rd. Finally, Cantor Fitzgerald lifted their price target on Bristol Myers Squibb from $45.00 to $54.00 and gave the company a “neutral” rating in a report on Wednesday, April 8th. Eight research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Bristol Myers Squibb has an average rating of “Hold” and a consensus target price of $61.31.

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.