Bristol Myers Squibb Company $BMY Shares Sold by Marietta Investment Partners LLC

Marietta Investment Partners LLC reduced its position in shares of Bristol Myers Squibb Company (NYSE:BMY) by 26.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,187 shares of the biopharmaceutical company’s stock after selling 13,054 shares during the period. Marietta Investment Partners LLC’s holdings in Bristol Myers Squibb were worth $1,632,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in BMY. Brighton Jones LLC grew its stake 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 acquiring an additional 4,935 shares in the last quarter. Sivia Capital Partners LLC grew its stake in Bristol Myers Squibb by 59.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 7,477 shares of the biopharmaceutical company’s stock valued at $346,000 after purchasing an additional 2,786 shares in the last quarter. United Bank raised its position in shares of Bristol Myers Squibb by 15.0% in the 2nd quarter. United Bank now owns 25,148 shares of the biopharmaceutical company’s stock valued at $1,164,000 after purchasing an additional 3,277 shares in the last quarter. Versor Investments LP purchased a new position in shares of Bristol Myers Squibb during the 2nd quarter valued at approximately $371,000. Finally, GPS Wealth Strategies Group LLC increased its stake in shares of Bristol Myers Squibb by 8.2% in the second quarter. GPS Wealth Strategies Group LLC now owns 4,500 shares of the biopharmaceutical company’s stock worth $208,000 after buying an additional 341 shares during the last quarter. 76.41% of the stock is owned by institutional investors and hedge funds.

Bristol Myers Squibb Stock Performance

Shares of BMY stock opened at $60.69 on Friday. The company has a quick ratio of 1.14, a current ratio of 1.26 and a debt-to-equity ratio of 2.32. The business has a 50 day moving average of $57.55 and a two-hundred day moving average of $50.91. The company has a market cap of $123.59 billion, a P/E ratio of 17.59, a PEG ratio of 0.18 and a beta of 0.26. Bristol Myers Squibb Company has a 52 week low of $42.52 and a 52 week high of $63.33.

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

Bristol Myers Squibb Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Friday, January 2nd were given a $0.63 dividend. The ex-dividend date was Friday, January 2nd. This represents a $2.52 annualized dividend and a yield of 4.2%. This is a boost from Bristol Myers Squibb’s previous quarterly dividend of $0.62. Bristol Myers Squibb’s payout ratio is 73.04%.

Key Stories Impacting 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

Analyst Upgrades and Downgrades

Several research analysts have weighed in on BMY shares. Guggenheim reissued a “buy” rating and set a $72.00 price objective (up from $62.00) on shares of Bristol Myers Squibb in a report on Friday, February 6th. UBS Group upgraded Bristol Myers Squibb from a “neutral” rating to a “buy” rating and lifted their price target for the stock from $46.00 to $65.00 in a research note on Wednesday, January 7th. Cantor Fitzgerald reissued a “neutral” rating on shares of Bristol Myers Squibb in a report on Monday, November 24th. HSBC reiterated a “hold” rating and issued a $53.00 target price on shares of Bristol Myers Squibb in a research report on Wednesday, December 10th. Finally, Piper Sandler reissued an “overweight” rating and set a $75.00 price target (up from $66.00) on shares of Bristol Myers Squibb in a research report on Monday, February 23rd. Nine analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $60.71.

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.