Fieldview Capital Management LLC Boosts Stock Position in Bristol Myers Squibb Company $BMY

Key Points

• Fieldview Capital increased its stake in Bristol Myers Squibb by 375.3% in Q3, owning 58,695 shares worth about $2.65 million after adding 46,347 shares.
• The analyst picture is mixed: nine Buy, twelve Hold and one Sell give a consensus rating of Hold with an average target of $61, though several firms recently raised targets (e.g., Piper Sandler to $75, UBS $70).
• Operational/financials: BMY missed Q4 EPS ($1.26 vs. $1.65 expected) while revenue slightly beat, set FY‑2026 EPS guidance of 6.05–6.35, declared a $0.63 quarterly dividend (4.2% yield), and received an FDA label expansion for Sotyktu as a growth catalyst.

Fieldview Capital Management LLC lifted its stake in Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 375.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 58,695 shares of the biopharmaceutical company's stock after acquiring an additional 46,347 shares during the period. Fieldview Capital Management LLC's holdings in Bristol Myers Squibb were worth $2,647,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. CVA Family Office LLC grew its holdings in Bristol Myers Squibb by 2.6% during the 3rd quarter. CVA Family Office LLC now owns 8,959 shares of the biopharmaceutical company's stock valued at $404,000 after buying an additional 223 shares in the last quarter. MSH Capital Advisors LLC lifted its holdings in shares of 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 in the last quarter. Bell & Brown Wealth Advisors LLC lifted its holdings 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 worth $1,925,000 after buying an additional 224 shares in the last quarter. Addison Advisors LLC boosted its position 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 acquiring an additional 232 shares during the period. Finally, Mccarter Private Wealth Services LLC grew its stake in Bristol Myers Squibb by 5.0% during the third quarter. Mccarter Private Wealth Services LLC now owns 4,931 shares of the biopharmaceutical company's stock valued at $222,000 after acquiring an additional 235 shares in the last quarter. 76.41% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on BMY. Leerink Partners upped their target price on shares of Bristol Myers Squibb from $54.00 to $60.00 and gave the stock an "outperform" rating in a report on Tuesday, January 13th. Wells Fargo & Company restated an "outperform" rating and set a $60.00 price target (up from $55.00) on shares of Bristol Myers Squibb in a research report on Friday, February 6th. Piper Sandler reaffirmed an "overweight" rating and issued a $75.00 price target (up from $66.00) on shares of Bristol Myers Squibb in a report on Monday, February 23rd. UBS Group reissued a "buy" rating and set a $70.00 price objective on shares of Bristol Myers Squibb in a research note on Friday. Finally, BMO Capital Markets restated a "market perform" rating on shares of Bristol Myers Squibb in a research report on Monday, November 17th. Nine research analysts have rated the stock with a Buy rating, twelve have assigned 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 an average target price of $61.00.

Bristol Myers Squibb Price Performance

BMY stock opened at $60.21 on Monday. The firm has a 50 day simple moving average of $57.66 and a two-hundred day simple moving average of $51.03. The stock has a market cap of $122.62 billion, a PE ratio of 17.45, a P/E/G ratio of 0.17 and a beta of 0.26. Bristol Myers Squibb Company has a one year low of $42.52 and a one year high of $63.33. The company has a debt-to-equity ratio of 2.32, a current ratio of 1.26 and a quick ratio of 1.14.

Bristol Myers Squibb (NYSE:BMY - Get Free Report) last posted its quarterly earnings data 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 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 analysts' expectations of $12.24 billion. During the same quarter last year, the business posted $1.67 EPS. The business's quarterly revenue 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. On average, analysts predict that Bristol Myers Squibb Company will post 6.74 EPS for the current fiscal year.

Bristol Myers Squibb Announces Dividend

The company 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 of this dividend is Thursday, April 2nd. This represents a $2.52 annualized dividend and a yield of 4.2%. Bristol Myers Squibb's payout ratio is 73.04%.

Key Headlines Impacting Bristol Myers Squibb

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

• Positive Sentiment: U.S. FDA approved Sotyktu (deucravacitinib) for adults with active psoriatic arthritis — a label expansion that can broaden Sotyktu’s market opportunity and revenue runway. U.S. FDA Approves Bristol Myers Squibb's Sotyktu® (deucravacitinib) for the Treatment of Adults with Active Psoriatic Arthritis
• Positive Sentiment: BMY declared a quarterly dividend of $0.63/share (ex-dividend April 2), maintaining a high-yield payout that supports income-focused investors and can underpin the stock’s valuation. Dividend Announcement
• Positive Sentiment: Reblozyl showed positive Phase 2 results in alpha-thalassemia and has exceeded $2.3B in annualized sales — evidence Reblozyl is becoming a material growth driver as older drugs decline. Reblozyl Phase 2 Success Shapes Bristol Myers Squibb Valuation Story
• Neutral Sentiment: Bristol-Myers Squibb is tracking the real-world impact of KarXT in schizophrenia — useful clinical/market data but longer-term and unlikely to move near-term earnings. Bristol-Myers Squibb Tracks Real-World Impact of KarXT in Schizophrenia
• Negative Sentiment: Q4 results showed revenue roughly in line but EPS missed consensus (reported $1.26 vs. ~$1.65 expected), which prompted investor selling and weighed on the stock. Earnings and Market Reaction
• Negative Sentiment: Recent articles highlight a larger-than-market intraday decline and analyst focus on legacy-product pressures — shorter-term sentiment and volatility remain a risk until new product growth scales. Bristol Myers Squibb (BMY) Registers a Bigger Fall Than the Market

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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