Swedbank AB Raises Stake in Bristol Myers Squibb Company $BMY

Swedbank AB grew its holdings in Bristol Myers Squibb Company (NYSE:BMY) by 0.5% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 2,973,841 shares of the biopharmaceutical company’s stock after buying an additional 15,611 shares during the period. Swedbank AB owned 0.15% of Bristol Myers Squibb worth $134,120,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Trifecta Capital Advisors LLC purchased a new position in shares of Bristol Myers Squibb in the 2nd quarter valued at approximately $25,000. Darwin Wealth Management LLC acquired a new stake in shares of Bristol Myers Squibb during the second quarter worth $25,000. REAP Financial Group LLC grew its position in Bristol Myers Squibb by 202.8% in the 2nd quarter. REAP Financial Group LLC now owns 639 shares of the biopharmaceutical company’s stock valued at $30,000 after buying an additional 428 shares during the last quarter. CBIZ Investment Advisory Services LLC increased its stake in Bristol Myers Squibb by 66.0% in the 1st quarter. CBIZ Investment Advisory Services LLC now owns 581 shares of the biopharmaceutical company’s stock valued at $35,000 after buying an additional 231 shares during the period. Finally, GKV Capital Management Co. Inc. purchased a new position in Bristol Myers Squibb during the 1st quarter worth $36,000. Institutional investors and hedge funds own 76.41% of the company’s stock.

Bristol Myers Squibb Trading Up 0.6%

NYSE:BMY opened at $54.63 on Thursday. Bristol Myers Squibb Company has a 52-week low of $42.52 and a 52-week high of $63.33. The company has a quick ratio of 1.17, a current ratio of 1.27 and a debt-to-equity ratio of 2.39. The stock has a fifty day simple moving average of $48.38 and a 200-day simple moving average of $47.28. The company has a market capitalization of $111.20 billion, a PE ratio of 18.45, a price-to-earnings-growth ratio of 8.31 and a beta of 0.29.

Bristol Myers Squibb (NYSE:BMY) last posted its earnings results on Thursday, October 30th. The biopharmaceutical company reported $1.63 earnings per share for the quarter, beating 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 period last year, the firm posted $1.80 EPS. The firm’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. On average, equities research analysts expect 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 announced a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Friday, January 2nd will be paid a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 4.6%. The ex-dividend date of this dividend is Friday, January 2nd. This is an increase from Bristol Myers Squibb’s previous quarterly dividend of $0.62. Bristol Myers Squibb’s dividend payout ratio is currently 83.78%.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on BMY. Dbs Bank raised shares of Bristol Myers Squibb to a “moderate buy” rating in a report on Thursday, October 2nd. Guggenheim reiterated a “buy” rating on shares of Bristol Myers Squibb in a research report on Tuesday. Wall Street Zen upgraded Bristol Myers Squibb from a “buy” rating to a “strong-buy” rating in a research note on Saturday, November 8th. Sanford C. Bernstein reiterated a “market perform” rating on shares of Bristol Myers Squibb in a research report on Monday, November 3rd. Finally, HSBC reissued a “hold” rating and issued a $53.00 target price on shares of Bristol Myers Squibb in a report on Wednesday, December 10th. Six research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $54.62.

Key Headlines Impacting Bristol Myers Squibb

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

• Positive Sentiment: Multiple recent deep-dive pieces argue BMY is materially undervalued (forward P/E ~8x vs. sector ~19.5x), point to a growth portfolio now generating the majority of revenue and highlight strong margins, cash flow and a ~4.6% dividend that support upside. This type of narrative attracts value and dividend-seeking buyers. Bristol Myers Squibb: A Pharma Giant Trading Like Growth Is Over – It’s Not
• Positive Sentiment: Analyst/commentary pieces pushing a “contrarian buy” and year‑end momentum argue BMY’s cash generation and dividend make it attractive even with near-term growth headwinds — supporting continued inflows from income/value funds. Bristol-Myers Squibb: Contrarian Buy For Dividend Hunters
• Positive Sentiment: Inclusion on lists of top value stocks and coverage calling the stock “still undervalued” reinforces retail and advisor interest in BMY as a durable, income-oriented holding heading into 2026. 3 Top Value Stocks to Buy and Hold for 2026
• Neutral Sentiment: Several recap/analysis pieces ask whether the recent rebound removes the valuation case and examine near‑term fundamentals; these balance bullish narratives and can limit further speculative upside until fresh, positive catalysts arrive. Is Bristol Myers Squibb (BMY) Still Undervalued After Its Recent Share Price Rebound?
• Neutral Sentiment: Street consensus remains cautious — analysts’ consensus rating is “Hold,” which can cap upgrades-driven rallies absent stronger guidance or surprises. Bristol Myers Squibb Given Consensus Recommendation of “Hold”
• Negative Sentiment: BMY agreed to provide Eliquis free to Medicaid starting in 2026 and will donate API — a government pricing pact that could pressure Eliquis sales/profits in the affected channel and raises questions about near‑term revenue impact. Analysts and models are assessing how much this will reduce net sales, making this the primary near-term headwind to the valuation case. Bristol-Myers (BMY) Offers Eliquis Free to Medicaid Patients Under New Pricing Pact Will the Recent Pricing Deal With the Government Impact BMY’s Sales?

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.