Bristol Myers Squibb Company $BMY Shares Bought by CX Institutional

Key Points

• CX Institutional raised its stake in Bristol Myers Squibb by 13.9% in Q4 to 188,739 shares, valued at about $10.18 million.
• Bristol Myers posted a Q1 beat — EPS $1.58 vs. $1.42 and revenue $11.49B — and set FY2026 guidance of EPS 6.05–6.35 (sell‑side consensus ~6.29).
• The company pays a quarterly dividend of $0.63 (annualized yield ~4.3%), but a consensus price target near $61.31 and the looming Eliquis patent cliff limit clear upside.

CX Institutional raised its stake in Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 13.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 188,739 shares of the biopharmaceutical company's stock after acquiring an additional 22,997 shares during the period. CX Institutional's holdings in Bristol Myers Squibb were worth $10,181,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Gateway Investment Advisers LLC raised its stake in shares of 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 valued at $5,117,000 after acquiring an additional 10,284 shares in the last quarter. waypoint wealth counsel bought a new position in shares of Bristol Myers Squibb in the 4th quarter valued at approximately $1,194,000. CWA Asset Management Group LLC raised its stake in shares of Bristol Myers Squibb by 25.9% in the 3rd quarter. CWA Asset Management Group LLC now owns 150,359 shares of the biopharmaceutical company's stock valued at $6,781,000 after acquiring an additional 30,909 shares in the last quarter. Stephens Inc. AR raised its stake in shares of Bristol Myers Squibb by 13.5% in the 3rd quarter. Stephens Inc. AR now owns 273,343 shares of the biopharmaceutical company's stock valued at $12,328,000 after acquiring an additional 32,476 shares in the last quarter. Finally, Railway Pension Investments Ltd raised its stake in shares of Bristol Myers Squibb by 3.7% in the 3rd quarter. Railway Pension Investments Ltd now owns 1,139,600 shares of the biopharmaceutical company's stock valued at $51,396,000 after acquiring an additional 40,300 shares in the last quarter. 76.41% of the stock is currently owned by institutional investors and hedge funds.

Bristol Myers Squibb Price Performance

Shares of NYSE:BMY opened at $58.24 on Friday. Bristol Myers Squibb Company has a 1-year low of $42.52 and a 1-year high of $62.89. The firm has a market capitalization of $118.92 billion, a PE ratio of 16.36, a PEG ratio of 0.17 and a beta of 0.26. The business's 50 day moving average is $59.56 and its 200-day moving average is $54.55. The company has a current ratio of 1.26, a quick ratio of 1.14 and a debt-to-equity ratio of 2.32.

Bristol Myers Squibb (NYSE:BMY - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The biopharmaceutical company reported $1.58 earnings per share for the quarter, topping the consensus estimate of $1.42 by $0.16. Bristol Myers Squibb had a return on equity of 66.57% and a net margin of 15.01%.The company had revenue of $11.49 billion for the quarter, compared to analyst estimates of $10.93 billion. During the same quarter last year, the firm earned $1.80 EPS. Bristol Myers Squibb's revenue for the quarter was up 2.6% compared to the same quarter last year. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Sell-side analysts predict that Bristol Myers Squibb Company will post 6.29 earnings per share for the current year.

Bristol Myers Squibb Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Thursday, April 2nd were issued a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 4.3%. The ex-dividend date of this dividend was Thursday, April 2nd. Bristol Myers Squibb's dividend payout ratio (DPR) is presently 73.04%.

Wall Street Analysts Forecast Growth

BMY has been the topic of a number of recent analyst reports. HSBC raised their price objective on Bristol Myers Squibb from $53.00 to $60.00 and gave the company a "hold" rating in a research note on Tuesday, March 17th. Wall Street Zen raised Bristol Myers Squibb from a "buy" rating to a "strong-buy" rating in a research note on Sunday, April 19th. Citigroup reissued a "neutral" rating on shares of Bristol Myers Squibb in a research note on Friday. Cantor Fitzgerald raised their target price on Bristol Myers Squibb from $45.00 to $54.00 and gave the company a "neutral" rating in a report on Wednesday, April 8th. Finally, Piper Sandler reaffirmed an "overweight" rating and issued a $75.00 target price (up from $66.00) on shares of Bristol Myers Squibb in a report on Monday, February 23rd. Eight research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Hold" and a consensus price target of $61.31.

Insider Buying and Selling at Bristol Myers Squibb

In other news, EVP David V. Elkins sold 30,000 shares of Bristol Myers Squibb stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $61.67, for a total transaction of $1,850,100.00. Following the sale, the executive vice president owned 159,248 shares of the company's stock, valued at approximately $9,820,824.16. This trade represents a 15.85% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.05% of the company's stock.

Bristol Myers Squibb News Roundup

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

• Positive Sentiment: BMY posted a Q1 beat — $1.58 EPS vs. consensus ~$1.42 and $11.49B revenue — driven by growth drugs and Eliquis outperformance, which supports near‑term cash flow. Bristol Myers posts higher-than-expected quarterly profit on blood thinner, cancer sales
• Positive Sentiment: Management reiterated FY outlook and emphasized the “growth portfolio” (Breyanzi, Camzyos) and cost‑cutting progress as drivers of durable margin improvement. Bristol-Myers Squibb Signals Confident Path After Q1 Call
• Positive Sentiment: Pipeline catalysts could lift long‑term growth: Phase III readouts for milvexian (potential Eliquis successor) and Cobenfy (schizophrenia) are highlighted as multi‑year drivers. BMS brings the buzz around late-stage readouts amid a so-so Q1
• Neutral Sentiment: Analysts’ consensus price target sits near $61.31, indicating limited upside from current levels absent new positive catalysts. Bristol Myers Squibb Company NYSE: BMY Receives $61.31 Consensus PT from Analysts
• Negative Sentiment: FY 2026 guidance (EPS 6.05–6.35; revenue $46.0–47.5B) left the revenue midpoint slightly below the Street, tempering upside after the quarter and contributing to profit‑taking. Bristol Myers Squibb Reports First Quarter Financial Results for 2026
• Negative Sentiment: Analysts/coverage notes emphasize the scale of the Eliquis patent cliff (multi‑billion dollar risk over coming years), which pressures valuation beyond near‑term beats. Thinning revenues: inside the $14bn Eliquis patent cliff
• Negative Sentiment: Bernstein maintained a Hold rating, signaling that some investors and analysts want clearer evidence that growth and pipeline will offset legacy declines. Bernstein Sticks to Their Hold Rating for Bristol-Myers Squibb (BMY)

About Bristol Myers Squibb

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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