Expressive Wealth LLC Purchases New Holdings in Bristol Myers Squibb Company $BMY

Expressive Wealth LLC purchased a new position in shares of Bristol Myers Squibb Company (NYSE:BMY) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 9,042 shares of the biopharmaceutical company’s stock, valued at approximately $521,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Swiss RE Ltd. bought a new stake in shares of Bristol Myers Squibb during the 4th quarter valued at $25,000. Darwin Wealth Management LLC bought a new position in shares of Bristol Myers Squibb in the second quarter worth $25,000. Physician Wealth Advisors Inc. raised its stake in Bristol Myers Squibb by 73.5% in the fourth quarter. Physician Wealth Advisors Inc. now owns 477 shares of the biopharmaceutical company’s stock valued at $26,000 after purchasing an additional 202 shares in the last quarter. Bayban acquired a new position in Bristol Myers Squibb in the fourth quarter valued at about $31,000. Finally, EQ Wealth Advisors LLC bought a new stake in Bristol Myers Squibb during the fourth quarter worth about $32,000. 76.41% of the stock is owned by institutional investors and hedge funds.

Bristol Myers Squibb News Summary

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

• Positive Sentiment: Bristol Myers Squibb plans to invest approximately $2.3 billion in a new Houston manufacturing facility, part of a broader $40 billion U.S. investment commitment. The project reinforces BMY’s confidence in domestic production capacity and could support long-term operational growth. Bristol-Myers Squibb Bets $2.3 Billion on Texas
• Positive Sentiment: BMY is collaborating with Chai Discovery on artificial-intelligence-driven antibody discovery. The partnership could help identify novel therapeutic candidates more efficiently and strengthens the company’s efforts to modernize its drug-development platform. Chai Discovery Collaboration
• Positive Sentiment: The company is launching a Phase 1 study of an early Alzheimer’s disease antibody. Although the program remains highly experimental, it adds another potential long-term growth opportunity to BMY’s pipeline. Early Alzheimer’s Antibody Study
• Positive Sentiment: Strong Eliquis performance is helping offset declines in BMY’s older products facing generic pressure, supporting a more favorable 2026 revenue outlook. Elevated call-option activity also signals increased bullish interest, though it is not a fundamental guarantee. Eliquis and Legacy Portfolio Analysis
• Neutral Sentiment: Early clinical work on navlimetostat shows continued pipeline activity, but the Phase 1-stage program has not yet produced efficacy data that would materially change near-term earnings expectations. Navlimetostat Study Update
• Negative Sentiment: Generic competition remains a key risk for BMY’s legacy portfolio. Investors must determine whether Eliquis growth and newer pipeline assets can replace revenue lost as established medicines face erosion. Legacy Portfolio Erosion Analysis

Analyst Upgrades and Downgrades

BMY has been the topic of several recent analyst reports. Sanford C. Bernstein raised shares of Bristol Myers Squibb from a “market perform” rating to an “outperform” rating in a report on Wednesday, August 5th. Truist Financial reaffirmed a “buy” rating and set a $70.00 price target (up from $65.00) on shares of Bristol Myers Squibb in a report on Friday, July 31st. JPMorgan Chase & Co. increased their price target on shares of Bristol Myers Squibb from $67.00 to $73.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Bank of America decreased their price objective on shares of Bristol Myers Squibb from $67.00 to $66.00 and set a “buy” rating on the stock in a research note on Friday, July 10th. Finally, Wells Fargo & Company set a $65.00 price objective on shares of Bristol Myers Squibb and gave the company an “equal weight” rating in a research report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $66.06.

Bristol Myers Squibb Stock Performance

Bristol Myers Squibb stock opened at $67.06 on Friday. Bristol Myers Squibb Company has a 12-month low of $42.52 and a 12-month high of $68.64. The company has a quick ratio of 1.38, a current ratio of 1.53 and a debt-to-equity ratio of 1.89. The business’s 50-day moving average price is $60.55 and its two-hundred day moving average price is $59.37. The stock has a market cap of $136.98 billion, a PE ratio of 14.77, a P/E/G ratio of 0.17 and a beta of 0.22.

Bristol Myers Squibb (NYSE:BMY) last posted its earnings results on Thursday, July 30th. The biopharmaceutical company reported $2.04 EPS for the quarter, topping analysts’ consensus estimates of $1.60 by $0.44. Bristol Myers Squibb had a net margin of 18.87% and a return on equity of 66.90%. The firm had revenue of $12.97 billion during the quarter, compared to analysts’ expectations of $11.74 billion. During the same quarter in the prior year, the business earned $1.46 earnings per share. The business’s revenue for the quarter was up 5.7% compared to the same quarter last year. Bristol Myers Squibb has set its FY 2026 guidance at 6.750-7.000 EPS. As a group, analysts expect that Bristol Myers Squibb Company will post 6.95 earnings per share for the current fiscal year.

Bristol Myers Squibb Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, August 3rd. Investors of record on Thursday, July 2nd were paid a $0.63 dividend. The ex-dividend date of this dividend was Thursday, July 2nd. This represents a $2.52 annualized dividend and a yield of 3.8%. Bristol Myers Squibb’s dividend payout ratio is presently 55.51%.

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.