Q4 EPS Estimate for Bristol Myers Squibb Cut by Analyst

Bristol Myers Squibb Company (NYSE:BMY) – Equities research analysts at Zacks Research decreased their Q4 2026 earnings per share estimates for Bristol Myers Squibb in a research report issued to clients and investors on Tuesday, January 20th. Zacks Research analyst Team now expects that the biopharmaceutical company will post earnings of $1.32 per share for the quarter, down from their prior estimate of $1.33. The consensus estimate for Bristol Myers Squibb’s current full-year earnings is $6.74 per share. Zacks Research also issued estimates for Bristol Myers Squibb’s Q2 2027 earnings at $1.56 EPS.

Bristol Myers Squibb (NYSE:BMY) last released its quarterly earnings data on Thursday, October 30th. The biopharmaceutical company reported $1.63 EPS for the quarter, topping the consensus estimate of $1.52 by $0.11. Bristol Myers Squibb had a return on equity of 76.53% and a net margin of 12.57%.The company had revenue of $12.22 billion for the quarter, compared to the consensus estimate of $11.75 billion. During the same period last year, the business posted $1.80 EPS. Bristol Myers Squibb’s quarterly revenue 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.

BMY has been the subject of several other research reports. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of Bristol Myers Squibb in a research report on Monday, November 3rd. Leerink Partners increased their target price on shares of Bristol Myers Squibb from $54.00 to $60.00 and gave the company an “outperform” rating in a research report on Tuesday, January 13th. Wells Fargo & Company upped their price target on Bristol Myers Squibb from $53.00 to $55.00 and gave the stock an “equal weight” rating in a research report on Wednesday, December 10th. Bank of America upgraded Bristol Myers Squibb from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $52.00 to $61.00 in a research note on Monday, December 15th. Finally, Dbs Bank upgraded Bristol Myers Squibb to a “moderate buy” rating in a research note on Thursday, October 2nd. Seven equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $56.86.

Bristol Myers Squibb Stock Up 0.4%

NYSE:BMY opened at $54.42 on Thursday. The company has a debt-to-equity ratio of 2.39, a current ratio of 1.27 and a quick ratio of 1.17. Bristol Myers Squibb has a 1-year low of $42.52 and a 1-year high of $63.33. The company has a 50-day moving average of $52.28 and a 200 day moving average of $48.29. The firm has a market cap of $110.78 billion, a PE ratio of 18.38, a price-to-earnings-growth ratio of 0.17 and a beta of 0.29.

Bristol Myers Squibb Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Friday, January 2nd will be given a dividend of $0.63 per share. This is a boost from Bristol Myers Squibb’s previous quarterly dividend of $0.62. This represents a $2.52 dividend on an annualized basis and a yield of 4.6%. The ex-dividend date is Friday, January 2nd. Bristol Myers Squibb’s payout ratio is presently 85.14%.

Hedge Funds Weigh In On Bristol Myers Squibb

Institutional investors have recently modified their holdings of the stock. Brighton Jones LLC increased its holdings in shares of Bristol Myers Squibb by 33.4% during the 4th quarter. Brighton Jones LLC now owns 19,728 shares of the biopharmaceutical company’s stock valued at $1,116,000 after purchasing an additional 4,935 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in Bristol Myers Squibb by 59.4% in the second quarter. Sivia Capital Partners LLC now owns 7,477 shares of the biopharmaceutical company’s stock valued at $346,000 after buying an additional 2,786 shares in the last quarter. Maseco LLP acquired a new position in shares of Bristol Myers Squibb in the second quarter worth about $256,000. Accurate Wealth Management LLC increased its stake in shares of Bristol Myers Squibb by 8.0% in the 2nd quarter. Accurate Wealth Management LLC now owns 6,828 shares of the biopharmaceutical company’s stock valued at $331,000 after purchasing an additional 505 shares in the last quarter. Finally, Charter Capital Management LLC DE purchased a new stake in shares of Bristol Myers Squibb in the second quarter valued at approximately $231,000. Hedge funds and other institutional investors own 76.41% of the company’s stock.

Trending Headlines about Bristol Myers Squibb

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

• Positive Sentiment: UBS upgraded BMY to a Buy, saying the stock’s risk/reward is skewed to the upside; the call likely attracted buyers and underpins bullish sentiment. Bristol-Myers Squibb (BMY) Upgraded to Buy by UBS, Noting a Skewed Risk/Reward Ratio for the Stock
• Positive Sentiment: BMY announced a partnership with Microsoft to apply AI for earlier lung-cancer detection — a strategic move that can expand diagnostic reach, support earlier use of BMY oncology assets, and generates positive sentiment around future revenue/health‑tech synergies. Bristol Myers partners with Microsoft for AI-driven lung cancer detection
• Positive Sentiment: The UK is set to adopt a new use for Opdivo in early-stage lung cancer, increasing commercial upside and supporting BMY’s oncology revenue profile. New Opdivo use in early lung cancer set for adoption in UK
• Positive Sentiment: Street bulls (Leerink) highlight ample pipeline optionality for 2026, reinforcing longer‑term growth expectations and supporting multiple expansion. Leerink Bullish on Bristol-Myers Squibb Company (BMY) Amid Ample Pipeline Optionality in 2026
• Neutral Sentiment: Zacks issued small, mixed EPS estimate tweaks (minor upward and downward adjustments across quarters/years) — not a major directional catalyst but worth monitoring for guidance revisions. Zacks Research EPS estimate updates for BMY
• Neutral Sentiment: Ongoing clinical updates (KarXT long‑term urological safety study) and routine mentions on shows like CNBC’s Fast Money keep BMY in the newsflow; these items sustain attention but are incremental. KarXT safety study update
• Negative Sentiment: Separately, a recent ~3% pullback and commentary about institutional owners potentially taking action highlight near‑term selling pressure and remind investors of volatility risk. Bristol-Myers Squibb Company’s (NYSE:BMY) recent 3.0% pullback adds to one-year year losses, institutional owners may take drastic measures

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.