Cwm LLC Acquires 422,041 Shares of Bristol Myers Squibb Company $BMY

Key Points

• Cwm LLC increased its stake in Bristol Myers Squibb by 52.3%, acquiring an additional 422,041 shares to hold 1,228,590 shares worth about $66.27 million (≈0.06% of the company).
• Bristol Myers Squibb reported quarterly $1.26 EPS, missing estimates by $0.39 while revenue of $12.50 billion beat expectations, and issued FY2026 guidance of 6.05–6.35 EPS (sell‑side consensus ~6.74).
• The company declared a quarterly dividend of $0.63 (annualized $2.52) implying a 4.4% yield, with an ex‑dividend date of April 2 and payment on May 1.

Cwm LLC grew its holdings in shares of Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 52.3% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 1,228,590 shares of the biopharmaceutical company's stock after acquiring an additional 422,041 shares during the period. Cwm LLC owned about 0.06% of Bristol Myers Squibb worth $66,270,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Darwin Wealth Management LLC bought a new position in shares of Bristol Myers Squibb during the second quarter valued at $25,000. Harbor Capital Advisors Inc. raised its stake in shares of Bristol Myers Squibb by 107.2% during the third quarter. Harbor Capital Advisors Inc. now owns 605 shares of the biopharmaceutical company's stock valued at $27,000 after acquiring an additional 313 shares during the last quarter. Beacon Financial Strategies CORP bought a new position in shares of Bristol Myers Squibb during the fourth quarter valued at $38,000. KERR FINANCIAL PLANNING Corp bought a new position in shares of Bristol Myers Squibb during the third quarter valued at $35,000. Finally, JPL Wealth Management LLC bought a new position in shares of Bristol Myers Squibb during the third quarter valued at $36,000. Institutional investors own 76.41% of the company's stock.

Bristol Myers Squibb Price Performance

Shares of NYSE BMY opened at $57.91 on Thursday. Bristol Myers Squibb Company has a twelve month low of $42.52 and a twelve month high of $62.89. The firm has a fifty day simple moving average of $59.87 and a 200 day simple moving average of $53.47. The company has a market capitalization of $118.24 billion, a PE ratio of 16.79, a P/E/G ratio of 0.17 and a beta of 0.27. The company has a quick ratio of 1.14, a current ratio of 1.26 and a debt-to-equity ratio of 2.32.

Bristol Myers Squibb (NYSE:BMY - Get Free Report) last announced its earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share for the quarter, missing analysts' consensus estimates 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 return on equity of 69.65% and a net margin of 14.64%.Bristol Myers Squibb's quarterly revenue was up 1.3% on a year-over-year basis. During the same period in the prior year, the business earned $1.67 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. On average, sell-side analysts forecast that Bristol Myers Squibb Company will post 6.74 EPS for the current year.

Bristol Myers Squibb Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Thursday, April 2nd will be issued a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 4.4%. The ex-dividend date is Thursday, April 2nd. Bristol Myers Squibb's dividend payout ratio (DPR) is presently 73.04%.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on BMY shares. Barclays started coverage on shares of Bristol Myers Squibb in a research note on Thursday, February 19th. They set an "overweight" rating and a $75.00 price target for the company. UBS Group reissued a "buy" rating and set a $70.00 target price on shares of Bristol Myers Squibb in a research note on Friday, March 6th. Scotiabank reissued a "sector perform" rating and set a $60.00 target price (up from $53.00) on shares of Bristol Myers Squibb in a research note on Friday, January 9th. Wall Street Zen downgraded shares of Bristol Myers Squibb from a "strong-buy" rating to a "buy" rating in a research note on Saturday, April 11th. Finally, HSBC lifted their target price on shares of Bristol Myers Squibb from $53.00 to $60.00 and gave the stock a "hold" rating in a research note on Tuesday, March 17th. Nine investment 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. According to MarketBeat, Bristol Myers Squibb currently has a consensus rating of "Hold" and a consensus target price of $61.71.

Insider Buying and Selling

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

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.

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