Bristol Myers Squibb Company $BMY Shares Acquired by TruWealth Advisors LLC

TruWealth Advisors LLC grew its holdings in Bristol Myers Squibb Company (NYSE:BMY) by 4.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 251,552 shares of the biopharmaceutical company’s stock after acquiring an additional 9,977 shares during the period. TruWealth Advisors LLC’s holdings in Bristol Myers Squibb were worth $13,569,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC lifted its holdings in shares of Bristol Myers Squibb by 33.4% in the 4th 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 period. Sivia Capital Partners LLC grew its holdings in Bristol Myers Squibb by 59.4% during the second quarter. Sivia Capital Partners LLC now owns 7,477 shares of the biopharmaceutical company’s stock worth $346,000 after acquiring an additional 2,786 shares during the period. United Bank raised its position in Bristol Myers Squibb by 15.0% during the second quarter. United Bank now owns 25,148 shares of the biopharmaceutical company’s stock valued at $1,164,000 after acquiring an additional 3,277 shares in the last quarter. Swiss National Bank lifted its holdings in Bristol Myers Squibb by 7.7% in the second quarter. Swiss National Bank now owns 6,159,400 shares of the biopharmaceutical company’s stock valued at $285,119,000 after acquiring an additional 438,900 shares during the period. Finally, Magnetar Financial LLC purchased a new stake in Bristol Myers Squibb in the 2nd quarter worth approximately $1,968,000. Hedge funds and other institutional investors own 76.41% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on BMY shares. Piper Sandler reaffirmed an “overweight” rating and set a $75.00 target price (up from $66.00) on shares of Bristol Myers Squibb in a report on Monday, February 23rd. UBS Group reiterated a “buy” rating and issued a $70.00 price objective on shares of Bristol Myers Squibb in a report on Friday, March 6th. HSBC raised their target price on Bristol Myers Squibb from $53.00 to $60.00 and gave the company a “hold” rating in a research report on Tuesday. Citigroup lifted their target price on shares of Bristol Myers Squibb from $60.00 to $64.00 and gave the stock a “neutral” rating in a research note on Friday, February 6th. Finally, Guggenheim reiterated a “buy” rating and issued a $72.00 target price (up from $62.00) on shares of Bristol Myers Squibb in a research report on Friday, February 6th. Nine research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $61.41.

Bristol Myers Squibb News Summary

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

• Positive Sentiment: U.S. and EMA approvals expanded Opdivo’s use into frontline Stage III/IV classical Hodgkin’s lymphoma for patients 12+, strengthening BMY’s oncology franchise and near‑term revenue potential. Bristol Myers Squibb Transforms the Classical Hodgkin Lymphoma Treatment Paradigm with Expanded U.S. and EMA Approvals for Opdivo US FDA approves Bristol Myers Squibb’s cancer drug for Hodgkin’s lymphoma
• Positive Sentiment: Sotyktu (BMY) received a label expansion into psoriatic arthritis, broadening BMY’s immunology franchise and helping offset pressure from legacy oncology and cardiovascular patent cliffs. Will the Recent Label Expansion of BMY’s Sotyktu Boost Its Prospects?
• Positive Sentiment: BMY advanced its protein‑degradation program: first‑in‑human dosing of BMS‑986506 for clear cell renal cell carcinoma triggered a $10M milestone to Evotec, signaling pipeline progress and potential long‑term upside if early data read out well. Evotec Receives $10 M Milestone from Bristol Myers Squibb Protein Degradation Collaboration
• Neutral Sentiment: HSBC nudged its price target to $60, a modest analyst upgrade that signals some confidence but is unlikely to drive large near‑term moves on its own. HSBC Boosts Bristol Myers Squibb (NYSE:BMY) Price Target to $60.00
• Neutral Sentiment: BMY scheduled Q1 2026 results for April 30 — a near‑term event that could reprice the stock depending on revenue and EPS versus guidance/expectations. Bristol Myers Squibb to Report Results for First Quarter 2026 on April 30, 2026
• Neutral Sentiment: Coverage pieces (Schaeffer, Zacks) have highlighted BMY as a recommended pick or trending ticker, which can lift interest but may already be priced in. Top Stock Picks of 2026: Bristol-Myers Squibb Here is What to Know Beyond Why Bristol Myers Squibb Company (BMY) is a Trending Stock
• Negative Sentiment: Technical weakness flagged by a potential “death cross” (50‑day moving average crossing below 200‑day) can prompt selling by trend‑followers and contributed to the down‑pressure. These 3 Stocks Trigger Bearish Signals but 2 Offer Hidden Opportunity

Bristol Myers Squibb Trading Down 1.2%

Shares of BMY opened at $57.42 on Friday. Bristol Myers Squibb Company has a 12-month low of $42.52 and a 12-month high of $62.89. The firm has a market capitalization of $116.93 billion, a P/E ratio of 16.64, a P/E/G ratio of 0.17 and a beta of 0.26. The firm has a 50-day moving average price of $58.60 and a 200 day moving average price of $51.81. The company has a current ratio of 1.26, a quick ratio of 1.14 and a debt-to-equity ratio of 2.32.

Bristol Myers Squibb (NYSE:BMY) last issued its earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 EPS for the quarter, missing analysts’ consensus estimates of $1.65 by ($0.39). Bristol Myers Squibb had a return on equity of 69.65% and a net margin of 14.64%.The firm had revenue of $12.50 billion for the quarter, compared to analysts’ expectations of $12.24 billion. During the same period last year, the firm earned $1.67 earnings per share. Bristol Myers Squibb’s revenue for the quarter was up 1.3% on a year-over-year basis. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Sell-side analysts forecast that Bristol Myers Squibb Company will post 6.74 EPS for the current year.

Bristol Myers Squibb Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Thursday, April 2nd will be given a $0.63 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.4%. Bristol Myers Squibb’s dividend payout ratio is currently 73.04%.

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.