Seizert Capital Partners LLC Acquires 38,725 Shares of Bristol Myers Squibb Company $BMY

Key Points

• Seizert Capital Partners raised its stake in Bristol Myers Squibb by 5.4%, buying 38,725 shares to hold 758,117 shares worth about $40.9 million, representing ~1.7% of Seizert's portfolio and its 27th-largest holding.
• Bristol Myers Squibb reported a Q1 beat with $1.58 EPS vs. ~$1.42 consensus and $11.49B revenue, and management reiterated FY guidance while highlighting growth drugs and cost cuts, though the revenue midpoint was slightly below the Street and the consensus analyst target sits near $61.31 with mixed ratings.
• EVP David V. Elkins sold 30,000 BMY shares at an average $61.67 (a ~15.85% reduction in his position), and the company pays a $0.63 quarterly dividend (4.3% yield) while institutional investors own 76.41% of the stock.

Seizert Capital Partners LLC lifted its holdings in Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 5.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 758,117 shares of the biopharmaceutical company's stock after purchasing an additional 38,725 shares during the quarter. Bristol Myers Squibb accounts for approximately 1.7% of Seizert Capital Partners LLC's investment portfolio, making the stock its 27th biggest holding. Seizert Capital Partners LLC's holdings in Bristol Myers Squibb were worth $40,893,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Reynders McVeigh Capital Management LLC increased its stake in Bristol Myers Squibb by 5.3% in the 4th quarter. Reynders McVeigh Capital Management LLC now owns 17,792 shares of the biopharmaceutical company's stock valued at $960,000 after buying an additional 900 shares during the last quarter. Intact Investment Management Inc. boosted its stake in shares of Bristol Myers Squibb by 88.8% during the 4th quarter. Intact Investment Management Inc. now owns 106,100 shares of the biopharmaceutical company's stock worth $5,723,000 after buying an additional 49,900 shares during the last quarter. Mcdonald Partners LLC grew its holdings in shares of Bristol Myers Squibb by 284.4% in the 4th quarter. Mcdonald Partners LLC now owns 26,229 shares of the biopharmaceutical company's stock valued at $1,415,000 after acquiring an additional 19,406 shares in the last quarter. Greenfield Savings Bank boosted its position in Bristol Myers Squibb by 2.9% during the fourth quarter. Greenfield Savings Bank now owns 33,154 shares of the biopharmaceutical company's stock valued at $1,788,000 after purchasing an additional 919 shares during the last quarter. Finally, Souders Financial Advisors boosted its position in Bristol Myers Squibb by 12.2% during the fourth quarter. Souders Financial Advisors now owns 8,466 shares of the biopharmaceutical company's stock valued at $457,000 after purchasing an additional 922 shares during the last quarter. Institutional investors own 76.41% of the company's stock.

Insider Activity

In related news, EVP David V. Elkins sold 30,000 shares of Bristol Myers Squibb stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $61.67, for a total transaction of $1,850,100.00. Following the completion of the sale, the executive vice president owned 159,248 shares of the company's stock, valued at approximately $9,820,824.16. The trade was a 15.85% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 0.05% of the company's stock.

Key Stories Impacting Bristol Myers Squibb

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)

Bristol Myers Squibb Stock Performance

Shares of NYSE BMY opened at $58.24 on Monday. The company has a current ratio of 1.42, a quick ratio of 1.28 and a debt-to-equity ratio of 2.10. The company has a market capitalization of $118.92 billion, a P/E ratio of 16.36, a P/E/G ratio of 0.17 and a beta of 0.26. Bristol Myers Squibb Company has a 12 month low of $42.52 and a 12 month high of $62.89. The stock has a 50 day moving average of $59.56 and a 200-day moving average of $54.63.

Bristol Myers Squibb (NYSE:BMY - Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The biopharmaceutical company reported $1.58 earnings per share for the quarter, beating analysts' consensus estimates of $1.42 by $0.16. Bristol Myers Squibb had a return on equity of 64.87% and a net margin of 15.01%.The business had revenue of $11.49 billion for the quarter, compared to analysts' expectations of $10.93 billion. During the same quarter in the prior year, the business earned $1.80 EPS. The firm's revenue for the quarter was up 2.6% on a year-over-year basis. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, equities research analysts predict that Bristol Myers Squibb Company will post 6.29 EPS for the current year.

Bristol Myers Squibb Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Thursday, April 2nd were paid a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.3%. The ex-dividend date was Thursday, April 2nd. Bristol Myers Squibb's dividend payout ratio (DPR) is currently 70.79%.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on BMY. Citigroup reiterated a "neutral" rating on shares of Bristol Myers Squibb in a research note on Friday. Guggenheim reissued a "buy" rating and issued a $72.00 target price on shares of Bristol Myers Squibb in a research note on Wednesday, April 8th. Piper Sandler reaffirmed 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. Wells Fargo & Company reiterated an "outperform" rating and issued a $60.00 price target (up from $55.00) on shares of Bristol Myers Squibb in a research note on Friday, February 6th. Finally, Morgan Stanley reissued an "underweight" rating and issued a $40.00 price objective on shares of Bristol Myers Squibb in a research report on Friday, February 6th. Eight analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, Bristol Myers Squibb has an average rating of "Hold" and a consensus target price of $61.31.

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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