20,914 Shares in Bristol Myers Squibb Company $BMY Acquired by J. Safra Sarasin Holding AG

Key Points

• J. Safra Sarasin Holding AG bought a new stake of 20,914 shares in Bristol Myers Squibb (NYSE: BMY) in Q4, valued at about $1.13 million, while institutional investors own roughly 76.41% of the stock.
• BMY reported Q4 EPS of $1.26, missing estimates by $0.39 but posting revenue of $12.50 billion that beat expectations; the company set FY2026 guidance of 6.050–6.350 EPS versus a ~6.74 EPS consensus from analysts.
• The company declared a quarterly dividend of $0.63 per share (ex-dividend Apr 2, payable May 1), equal to a $2.52 annualized payout and a ~4.1% yield with a 73% payout ratio.

J. Safra Sarasin Holding AG acquired a new stake in Bristol Myers Squibb Company (NYSE:BMY - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 20,914 shares of the biopharmaceutical company's stock, valued at approximately $1,128,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in BMY. Darwin Wealth Management LLC purchased a new stake in Bristol Myers Squibb during the 2nd quarter valued at about $25,000. Harbor Capital Advisors Inc. lifted its stake in Bristol Myers Squibb by 107.2% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 605 shares of the biopharmaceutical company's stock worth $27,000 after purchasing an additional 313 shares in the last quarter. KERR FINANCIAL PLANNING Corp purchased a new position in Bristol Myers Squibb in the 3rd quarter worth approximately $35,000. JPL Wealth Management LLC acquired a new position in shares of Bristol Myers Squibb during the 3rd quarter worth approximately $36,000. Finally, Total Investment Management Inc. purchased a new stake in shares of Bristol Myers Squibb in the second quarter valued at approximately $38,000. Institutional investors and hedge funds own 76.41% of the company's stock.

Bristol Myers Squibb Price Performance

BMY stock opened at $61.79 on Thursday. Bristol Myers Squibb Company has a 52-week low of $42.52 and a 52-week high of $62.89. 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 stock has a market cap of $126.16 billion, a price-to-earnings ratio of 17.91, a price-to-earnings-growth ratio of 0.17 and a beta of 0.27. The business has a fifty day moving average of $59.18 and a two-hundred day moving average of $52.52.

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

Bristol Myers Squibb Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Thursday, April 2nd will be paid a dividend of $0.63 per share. The ex-dividend date is Thursday, April 2nd. This represents a $2.52 dividend on an annualized basis and a yield of 4.1%. Bristol Myers Squibb's dividend payout ratio is 73.04%.

Wall Street Analyst Weigh In

Several brokerages have issued reports on BMY. Weiss Ratings restated a "hold (c)" rating on shares of Bristol Myers Squibb in a report on Monday, March 23rd. Guggenheim reiterated a "buy" rating and set a $72.00 price target (up from $62.00) on shares of Bristol Myers Squibb in a report on Friday, February 6th. Wells Fargo & Company reissued an "outperform" rating and issued a $60.00 price objective (up from $55.00) on shares of Bristol Myers Squibb in a report on Friday, February 6th. Scotiabank restated a "sector perform" rating and set a $60.00 price objective (up from $53.00) on shares of Bristol Myers Squibb in a research report on Friday, January 9th. Finally, Piper Sandler reaffirmed an "overweight" rating and set a $75.00 target price (up from $66.00) on shares of Bristol Myers Squibb in a research note on Monday, February 23rd. Nine research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Hold" and a consensus price target of $61.41.

Key Stories Impacting Bristol Myers Squibb

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

• Positive Sentiment: Janux Therapeutics nominated a development candidate under its collaboration with Bristol Myers Squibb, triggering a $35 million milestone payment to BMY — a direct near-term cash inflow and validation of the partnered immunotherapy approach. Janux Therapeutics Announces Development Candidate Nomination Under Bristol Myers Squibb Collaboration, Triggering $35 Million Milestone Payment
• Positive Sentiment: Unusual options activity: traders bought ~66,895 call contracts (about +81% vs. typical volume), indicating speculative bullish positioning that can amplify upside intraday. (Market activity report)
• Positive Sentiment: Camzyos adolescent Phase 3 trial met its primary endpoint, supporting label expansion into younger patients — that broadens the addressable market for BMY’s cardiovascular franchise and is a tangible pipeline upside. Camzyos Adolescent Trial Success Might Change The Case For Investing In Bristol-Myers Squibb (BMY)
• Positive Sentiment: Analyst/earnings commentary (Zacks/Yahoo) highlights BMY’s history of earnings surprises and positions the company as likely to beat next quarter — positive for investor sentiment around forward EPS outlook. Will Bristol Myers (BMY) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Ariel Global Fund re-added Bristol Myers Squibb on “pipeline strength and attractive valuation,” signaling institutional buying interest from a value-oriented manager — supportive for medium-term demand. Ariel Global Fund Re-Added Bristol-Myers Squibb Company (BMY) on Pipeline Strength and Attractive Valuation
• Neutral Sentiment: Bristol Myers Squibb published a patient-guided survey initiative in multiple myeloma to elevate lived experience and equity in care — positive for reputation and long-term stakeholder engagement but unlikely to move near-term revenue. Bristol Myers Squibb Evolves and Expands Standing in the Gaap To Advance More Equitable Care in Multiple Myeloma As Program Marks Ten Years
• Neutral Sentiment: Industry market reports (kidney/renal cell carcinoma) project multi-year growth and list BMY among major players — positive context for addressable market expansion but not an immediate catalyst. Advanced Renal Cell Carcinoma Treatment Market to Grow by $3.1 Billion During 2026-2030
• Neutral Sentiment: Recent market commentary and data pieces note BMY has gained but still trails broader market performance — descriptive market context rather than a specific new catalyst. Bristol Myers Squibb Co. stock rises Tuesday, still underperforms market

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.

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