Capital International Investors Sells 33,775,408 Shares of Bristol Myers Squibb Company $BMY

Capital International Investors lowered its holdings in Bristol Myers Squibb Company (NYSE:BMY) by 51.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,387,024 shares of the biopharmaceutical company’s stock after selling 33,775,408 shares during the quarter. Capital International Investors owned 1.59% of Bristol Myers Squibb worth $1,460,385,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently modified their holdings of BMY. Gateway Investment Advisers LLC grew its holdings in shares of Bristol Myers Squibb by 10.0% in the third quarter. Gateway Investment Advisers LLC now owns 113,457 shares of the biopharmaceutical company’s stock worth $5,117,000 after acquiring an additional 10,284 shares during the period. CWA Asset Management Group LLC lifted its holdings in Bristol Myers Squibb by 25.9% in the third 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 during the period. Stephens Inc. AR boosted its position in Bristol Myers Squibb by 13.5% in the third quarter. Stephens Inc. AR now owns 273,343 shares of the biopharmaceutical company’s stock worth $12,328,000 after purchasing an additional 32,476 shares during the last quarter. Railway Pension Investments Ltd lifted 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 worth $51,396,000 after purchasing an additional 40,300 shares during the period. Finally, Norges Bank bought a new stake in Bristol Myers Squibb during the second quarter valued at approximately $1,554,154,000. 76.41% of the stock is owned by hedge funds and other institutional investors.

Bristol Myers Squibb Trading Up 0.5%

BMY opened at $60.59 on Tuesday. The company has a debt-to-equity ratio of 2.32, a quick ratio of 1.14 and a current ratio of 1.26. The stock’s 50 day moving average price is $57.79 and its 200-day moving average price is $51.12. Bristol Myers Squibb Company has a one year low of $42.52 and a one year high of $63.33. The stock has a market cap of $123.38 billion, a price-to-earnings ratio of 17.56, a P/E/G ratio of 0.17 and a beta of 0.26.

Bristol Myers Squibb (NYSE:BMY) last announced its quarterly earnings data on Thursday, February 5th. The biopharmaceutical company reported $1.26 EPS for the quarter, missing the consensus estimate of $1.65 by ($0.39). The business had revenue of $12.50 billion during the quarter, compared to the consensus estimate of $12.24 billion. Bristol Myers Squibb had a net margin of 14.64% and a return on equity of 69.65%. The business’s revenue was up 1.3% compared to the same quarter last year. During the same period last year, the company earned $1.67 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. On average, equities analysts forecast that Bristol Myers Squibb Company will post 6.74 EPS for the current year.

Bristol Myers Squibb Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Thursday, April 2nd will be paid a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a yield of 4.2%. The ex-dividend date is Thursday, April 2nd. Bristol Myers Squibb’s dividend payout ratio is currently 73.04%.

Bristol Myers Squibb News Summary

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

• Positive Sentiment: FDA approves an expanded label for Sotyktu (BMY’s TYK2 inhibitor) for psoriatic arthritis after strong POETYK data — this broadens the drug’s commercial opportunity and supports revenue growth for the immunology portfolio. BMY Wins FDA Nod to Expand Sotyktu Label for Psoriatic Arthritis
• Positive Sentiment: Positive Phase 3 SUCCESSOR-2 results for oral mezigdomide in relapsed/refractory multiple myeloma — a successful registrational trial materially improves approval and commercialization prospects for this CELMoD asset. Bristol Myers Squibb Announces Positive Phase 3 Results from the SUCCESSOR-2 Study
• Positive Sentiment: Late‑stage cancer trial met its primary endpoint and another trial reported improved survival in a late‑stage blood cancer study — these clinical successes reduce execution risk and increase the potential for new oncology approvals and revenue. Bristol’s cancer treatment meets main goal in late-stage trial Bristol’s drug enhances survival rates in late-stage blood cancer trial
• Neutral Sentiment: Market commentary and investor interest pieces (Zacks/Yahoo) note heightened attention in BMY and review valuation/earnings outlooks — these can drive trading volume but are not new company catalysts by themselves. Is Trending Stock Bristol Myers Squibb Company (BMY) a Buy Now? Is Trending Stock Bristol Myers Squibb Company (BMY) a Buy Now?
• Neutral Sentiment: Analysts maintain a consensus “Hold” on BMY — indicates mixed views on valuation vs. growth prospects despite recent clinical wins. Bristol Myers Squibb Company Given Consensus Rating of “Hold”
• Neutral Sentiment: Longer-form investor coverage (Fool) credits BMY’s growth portfolio for offsetting legacy declines and highlights development progress — useful context for medium-term thesis but not an immediate catalyst. Why Bristol Myers Squibb Stock Crushed it in February
• Neutral Sentiment: Broader industry report on anticoagulants shows market growth but is not specific to BMY’s pipeline/products and is therefore a background industry tailwind rather than a direct company catalyst. Anticoagulants Market Competitive Analysis Report 2025
• Neutral Sentiment: Third‑party portfolio review (Virtus Large Cap Growth SMA) mentions overall fund performance; BMY was not a highlighted driver and the item is unlikely to move BMY stock materially. Virtus Large Cap Growth SMA Q4 2025 Portfolio Review

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on BMY shares. BMO Capital Markets reiterated a “market perform” rating on shares of Bristol Myers Squibb in a research note on Monday, November 17th. HSBC restated a “hold” rating and issued a $53.00 price objective on shares of Bristol Myers Squibb in a research note on Wednesday, December 10th. The Goldman Sachs Group reiterated a “neutral” rating and set a $57.00 target price (up from $51.00) on shares of Bristol Myers Squibb in a research report on Tuesday, December 2nd. Morgan Stanley reissued an “underweight” rating and issued a $40.00 price objective on shares of Bristol Myers Squibb in a research note on Friday, February 6th. Finally, Bank of America upgraded Bristol Myers Squibb from a “neutral” rating to a “buy” rating and increased their target price for the stock from $52.00 to $61.00 in a research report on Monday, December 15th. Nine investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Bristol Myers Squibb has an average rating of “Hold” and an average price target of $61.00.

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.