Kinsale Capital Group Inc. Has $7.61 Million Stock Position in Bristol Myers Squibb Company $BMY

Kinsale Capital Group Inc. grew its stake in shares of Bristol Myers Squibb Company (NYSE:BMY) by 12.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 168,640 shares of the biopharmaceutical company’s stock after purchasing an additional 18,863 shares during the period. Kinsale Capital Group Inc.’s holdings in Bristol Myers Squibb were worth $7,606,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC increased its position in shares of Bristol Myers Squibb by 33.4% during the fourth 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 position 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 worth $346,000 after acquiring an additional 2,786 shares in the last quarter. Valmark Advisers Inc. raised its holdings in shares of Bristol Myers Squibb by 62.5% during the 2nd quarter. Valmark Advisers Inc. now owns 6,887 shares of the biopharmaceutical company’s stock valued at $319,000 after buying an additional 2,650 shares in the last quarter. Callan Family Office LLC lifted its holdings in shares of Bristol Myers Squibb by 236.1% in the 2nd quarter. Callan Family Office LLC now owns 27,337 shares of the biopharmaceutical company’s stock worth $1,265,000 after acquiring an additional 19,203 shares during the last quarter. Finally, IFP Advisors Inc lifted its stake in Bristol Myers Squibb by 18.5% in the second quarter. IFP Advisors Inc now owns 31,394 shares of the biopharmaceutical company’s stock worth $1,453,000 after purchasing an additional 4,894 shares during the last quarter. 76.41% of the stock is owned by institutional investors.

Bristol Myers Squibb News Summary

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

• Positive Sentiment: Q4 revenue beat and growth portfolio momentum — BMY reported $12.5B in Q4 revenue with growth in new products (immuno‑oncology) helping offset legacy declines; investors view the topline beat as validating the company’s transition. Bristol Myers Squibb Reports Fourth Quarter and Full-Year Financial Results for 2025
• Positive Sentiment: Upside FY‑2026 guidance — management set FY‑2026 EPS of $6.05–$6.35 and revenue guidance of $46.0–$47.5B, both above consensus, which markets are treating as a material bullish catalyst for forward earnings and cash flow expectations. Bristol Myers forecasts upbeat 2026, expecting Eliquis price cut to pay off
• Positive Sentiment: Management and pipeline commentary — CEO Chris Boerner highlighted the strongest pipeline in a decade and called out new growth engines, supporting investor confidence in sustained medium‑term revenue growth. Bristol Myers Squibb CEO: Richest product pipeline we’ve had in the last decade
• Positive Sentiment: Street reaction — Citigroup raised its price target from $60 to $64 (maintaining a neutral rating), signalling modest analyst support for upside after the print and guidance. Tickerreport: Citigroup raises target
• Neutral Sentiment: Dividend/total-return thesis discussed — commentary (Seeking Alpha) frames BMY as a dividend income play with hidden upside from pipeline and buybacks; relevant for income-oriented investors but less immediate as a price catalyst. Bristol-Myers Squibb: A Dividend Gem With Hidden Upside In 2026
• Negative Sentiment: EPS mix and legacy headwinds — non‑GAAP EPS dynamics and year‑over‑year decline in EPS (and some legacy drug declines) remain a risk; some outlets note EPS was below certain Street figures and that company sales may decline in 2026 before new-product gains fully offset legacy erosion. MarketBeat: Earnings and call materials
• Negative Sentiment: Some analysts/publication notes that overall sales could decline in 2026 — this has been flagged as a medium‑term headwind that could pressure consensus if new-product uptake lags expectations. MSN: Bristol Myers expects sales to decline this year

Bristol Myers Squibb Price Performance

Shares of BMY stock opened at $61.99 on Friday. The company’s 50-day simple moving average is $54.34 and its two-hundred day simple moving average is $49.03. The company has a market capitalization of $126.20 billion, a P/E ratio of 17.97, a P/E/G ratio of 0.19 and a beta of 0.29. Bristol Myers Squibb Company has a one year low of $42.52 and a one year high of $63.33. 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 (NYSE:BMY) last posted its earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share for the quarter, missing analysts’ consensus estimates of $1.65 by ($0.39). Bristol Myers Squibb had a return on equity of 70.30% and a net margin of 14.64%.The company had revenue of $12.50 billion for the quarter, compared to analysts’ expectations of $12.24 billion. During the same quarter in the prior year, the company earned $1.67 EPS. The firm’s quarterly revenue 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. As a group, equities analysts anticipate that Bristol Myers Squibb Company will post 6.74 EPS for the current year.

Bristol Myers Squibb Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Friday, January 2nd were issued a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 4.1%. This is a positive change from Bristol Myers Squibb’s previous quarterly dividend of $0.62. The ex-dividend date of this dividend was Friday, January 2nd. Bristol Myers Squibb’s dividend payout ratio is 73.04%.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of Bristol Myers Squibb in a research note on Monday, November 3rd. Scotiabank reaffirmed a “sector perform” rating and issued a $60.00 target price (up from $53.00) on shares of Bristol Myers Squibb in a research report on Friday, January 9th. Guggenheim reissued a “buy” rating and issued a $72.00 target price (up from $62.00) on shares of Bristol Myers Squibb in a report on Friday. Bank of America raised Bristol Myers Squibb from a “neutral” rating to a “buy” rating and upped their price objective for the company from $52.00 to $61.00 in a research report on Monday, December 15th. Finally, HSBC restated a “hold” rating and issued a $53.00 target price on shares of Bristol Myers Squibb in a report on Wednesday, December 10th. Eight research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $59.20.

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.