Capital International Inc. CA Sells 380,763 Shares of Bristol Myers Squibb Company $BMY

Capital International Inc. CA trimmed its stake in Bristol Myers Squibb Company (NYSE:BMY) by 52.3% during the third quarter, Holdings Channel reports. The fund owned 346,863 shares of the biopharmaceutical company’s stock after selling 380,763 shares during the period. Capital International Inc. CA’s holdings in Bristol Myers Squibb were worth $15,644,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of the stock. CVA Family Office LLC raised its holdings in shares of Bristol Myers Squibb by 2.6% in the 3rd quarter. CVA Family Office LLC now owns 8,959 shares of the biopharmaceutical company’s stock worth $404,000 after purchasing an additional 223 shares during the period. MSH Capital Advisors LLC increased its position in Bristol Myers Squibb by 2.9% in the third quarter. MSH Capital Advisors LLC now owns 8,034 shares of the biopharmaceutical company’s stock worth $362,000 after buying an additional 223 shares during the last quarter. Bell & Brown Wealth Advisors LLC raised its stake in shares of Bristol Myers Squibb by 0.5% in the third quarter. Bell & Brown Wealth Advisors LLC now owns 42,691 shares of the biopharmaceutical company’s stock valued at $1,925,000 after buying an additional 224 shares during the period. Addison Advisors LLC raised its stake in shares of Bristol Myers Squibb by 6.2% in the third quarter. Addison Advisors LLC now owns 3,972 shares of the biopharmaceutical company’s stock valued at $179,000 after buying an additional 232 shares during the period. Finally, Mccarter Private Wealth Services LLC lifted its position in shares of Bristol Myers Squibb by 5.0% during the 3rd quarter. Mccarter Private Wealth Services LLC now owns 4,931 shares of the biopharmaceutical company’s stock valued at $222,000 after buying an additional 235 shares during the last quarter. Hedge funds and other institutional investors own 76.41% of the company’s stock.

Bristol Myers Squibb Price Performance

BMY stock opened at $60.11 on Wednesday. The firm has a market cap of $122.41 billion, a P/E ratio of 17.42, a P/E/G ratio of 0.17 and a beta of 0.26. The firm’s fifty day moving average is $57.90 and its 200 day moving average is $51.20. Bristol Myers Squibb Company has a 52 week low of $42.52 and a 52 week high of $63.33. The company has a debt-to-equity ratio of 2.32, a quick ratio of 1.14 and a current ratio of 1.26.

Bristol Myers Squibb (NYSE:BMY) last posted its quarterly earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share for the quarter, missing the consensus estimate 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 business had revenue of $12.50 billion during the quarter, compared to the consensus estimate of $12.24 billion. During the same period in the prior year, the firm earned $1.67 earnings per share. The business’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. Research analysts predict that Bristol Myers Squibb Company will post 6.74 earnings per share for the current year.

Bristol Myers Squibb Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Thursday, April 2nd will be issued a dividend of $0.63 per share. The ex-dividend date is Thursday, April 2nd. This represents a $2.52 annualized dividend and a yield of 4.2%. Bristol Myers Squibb’s dividend payout ratio is currently 73.04%.

Key Stories Impacting Bristol Myers Squibb

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

• Positive Sentiment: Positive Phase 3 SUCCESSOR-2 data — Oral mezigdomide combo improved progression-free survival in relapsed/refractory multiple myeloma, advancing BMY’s CELMoD program and de‑risking a high-value oncology asset. This is likely to broaden future revenue potential if regulatory paths proceed. Bristol Myers Squibb Announces Positive Phase 3 Results (BusinessWire)
• Positive Sentiment: FDA expands Sotyktu (TYK2 inhibitor) label to include psoriatic arthritis after strong POETYK data — adds a near-term commercial opportunity that can increase prescription volume and support top-line growth for the TYK2 franchise. BMY Wins FDA Nod to Expand Sotyktu Label (Zacks)
• Positive Sentiment: Pipeline update highlights TYK2 and CELMoD milestones — company commentary reinforced clinical momentum across multiple programs, which supports medium‑term growth expectations if approvals/commercial launches follow. Bristol Myers Squibb Pipeline Update (Yahoo Finance)
• Neutral Sentiment: Reuters and other outlets independently reported the same late‑stage oncology success, increasing media visibility but duplicating the primary clinical newsflow. This broad coverage can attract investor attention but may already be priced in. Bristol’s cancer treatment meets main goal (Reuters)
• Neutral Sentiment: Valuation/strategy pieces assess BMY’s revenue and earnings reset driven by the growth portfolio — useful for longer‑term investors but not immediate catalysts. Analysts’ models diverge on how quickly pipeline wins translate to consensus EPS. Assessing Bristol Myers Squibb Valuation (Yahoo Finance)
• Neutral Sentiment: Market commentary and stock‑interest articles (Zacks/Yahoo/MSN) have increased attention on BMY; trending interest can raise volatility but is not a directional fundamental change. Is Trending Stock Bristol Myers Squibb a Buy Now? (Yahoo/Zacks)
• Neutral Sentiment: Sector/market reports and portfolio reviews (Seeking Alpha, industry reports) referenced broader healthcare dynamics; these provide context but are not company‑specific catalysts. Virtus Large Cap Growth SMA Q4 2025 Portfolio Review (Seeking Alpha)
• Negative Sentiment: Analyst consensus remains a “Hold” — suggests analysts see upside risks balanced by execution or valuation concerns, which can cap upside near term and pressure the stock despite positive pipeline headlines. Bristol Myers Squibb Given Consensus Rating of “Hold” (American Banking News)

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on BMY shares. Bank of America upgraded shares of Bristol Myers Squibb from a “neutral” rating to a “buy” rating and increased their target price for the stock from $52.00 to $61.00 in a research report on Monday, December 15th. BMO Capital Markets restated a “market perform” rating on shares of Bristol Myers Squibb in a research note on Monday, November 17th. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $57.00 price objective (up from $51.00) on shares of Bristol Myers Squibb in a report on Tuesday, December 2nd. Barclays started coverage on shares of Bristol Myers Squibb in a report on Thursday, February 19th. They set an “overweight” rating and a $75.00 target price on the stock. Finally, HSBC restated a “hold” rating and set a $53.00 target price on shares of Bristol Myers Squibb in a research report on Wednesday, December 10th. Nine analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Bristol Myers Squibb presently has a consensus rating of “Hold” and a consensus target price of $61.00.

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.