Crossmark Global Holdings Inc. Buys 18,462 Shares of Bristol Myers Squibb Company $BMY

Crossmark Global Holdings Inc. increased its position in Bristol Myers Squibb Company (NYSE:BMY) by 8.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 246,488 shares of the biopharmaceutical company’s stock after purchasing an additional 18,462 shares during the period. Crossmark Global Holdings Inc.’s holdings in Bristol Myers Squibb were worth $11,117,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of BMY. Gateway Investment Advisers LLC raised its position in Bristol Myers Squibb by 10.0% in the 3rd quarter. Gateway Investment Advisers LLC now owns 113,457 shares of the biopharmaceutical company’s stock worth $5,117,000 after buying an additional 10,284 shares during the last quarter. CWA Asset Management Group LLC grew its stake in shares of Bristol Myers Squibb by 25.9% in the third quarter. CWA Asset Management Group LLC now owns 150,359 shares of the biopharmaceutical company’s stock worth $6,781,000 after acquiring an additional 30,909 shares during the period. Stephens Inc. AR raised its holdings in shares of Bristol Myers Squibb by 13.5% during the third quarter. Stephens Inc. AR now owns 273,343 shares of the biopharmaceutical company’s stock valued at $12,328,000 after purchasing an additional 32,476 shares during the last quarter. Railway Pension Investments Ltd lifted its position in Bristol Myers Squibb by 3.7% during the third quarter. Railway Pension Investments Ltd now owns 1,139,600 shares of the biopharmaceutical company’s stock valued at $51,396,000 after purchasing an additional 40,300 shares during the period. Finally, Norges Bank purchased a new stake in Bristol Myers Squibb in the second quarter worth approximately $1,554,154,000. 76.41% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the stock. Bank of America raised Bristol Myers Squibb from a “neutral” rating to a “buy” rating and increased their price target for the company from $52.00 to $61.00 in a report on Monday, December 15th. BMO Capital Markets reiterated a “market perform” rating on shares of Bristol Myers Squibb in a research report on Monday, November 17th. Scotiabank reissued 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. Citigroup increased their price objective 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, Barclays started coverage on shares of Bristol Myers Squibb in a report on Thursday, February 19th. They issued an “overweight” rating and a $75.00 price objective on the stock. Nine research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $60.71.

Trending Headlines about Bristol Myers Squibb

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

• Positive Sentiment: Top-line Phase 2 results for Reblozyl in alpha‑thalassemia came back positive (primary and key secondary endpoints met; safety consistent with prior data), which strengthens BMY’s late‑stage pipeline optionality and potential label expansion. Reblozyl Phase 2 Success Shapes Bristol Myers Squibb Valuation Story
• Positive Sentiment: Commercial momentum: Reblozyl has topped roughly $2.3B in annualized sales and company commentary plus an AI collaboration (Evinova) to speed trial execution underline both near‑term revenue support and improved R&D efficiency. These items support BMY’s top‑line outlook if label/drug expansion continues. Can Reblozyl Stabilize BMY’s Top Line Amid Legacy Drugs Decline? Bristol Myers Squibb Adds Reblozyl Data And AI To Pipeline Story
• Neutral Sentiment: Round‑up/earnings coverage: BMY appears in lists of Q4 “outperformers” for branded pharma on revenue strength, but underlying EPS dynamics were mixed—investors should read the details rather than rely on headlines. Q4 Earnings Outperformers: Bristol-Myers Squibb (NYSE:BMY) And The Rest Of The Branded Pharmaceuticals Stocks
• Neutral Sentiment: Industry context: Strength at peers (e.g., Merck’s Keytruda momentum) highlights competitive dynamics in oncology that influence investor expectations for BMY’s oncology franchises. Merck’s Keytruda Drives its 2025 Revenue Surge: What’s Ahead?
• Neutral Sentiment: Macro/sector themes such as nanomedicine and dividend‑income positioning appeared in recent coverage; these are background drivers but less directly tied to BMY’s immediate price move. Global Nanomedicine Market is Projected Cross
• Negative Sentiment: Market reaction and fundamentals: several news pieces note BMY’s intraday/close decline (broader selling). The core negative catalysts are the Q4 EPS miss (reported EPS below consensus) and FY‑2026 guidance that sits below some analyst forecasts — these credit‑and‑earnings concerns explain why the stock is down despite pipeline positives. Bristol Myers Squibb (BMY) Registers a Bigger Fall Than the Market: Important Facts to Note

Bristol Myers Squibb Price Performance

Shares of NYSE:BMY opened at $60.69 on Friday. The company has a market capitalization of $123.59 billion, a P/E ratio of 17.59, a P/E/G ratio of 0.18 and a beta of 0.26. Bristol Myers Squibb Company has a 1-year low of $42.52 and a 1-year high of $63.33. The firm’s 50 day simple moving average is $57.55 and its two-hundred day simple moving average is $50.91. The company has a debt-to-equity ratio of 2.32, a current ratio of 1.26 and a quick ratio of 1.14.

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

Bristol Myers Squibb Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Friday, January 2nd were paid a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.2%. 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 currently 73.04%.

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.