Vestor Capital LLC Purchases New Shares in Bristol Myers Squibb Company $BMY

Vestor Capital LLC purchased a new position in Bristol Myers Squibb Company (NYSE:BMY) during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 174,257 shares of the biopharmaceutical company’s stock, valued at approximately $10,569,000.

A number of other hedge funds also recently bought and sold shares of BMY. Northwestern Mutual Investment Management Company LLC lifted its position in shares of Bristol Myers Squibb by 0.3% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 65,046 shares of the biopharmaceutical company’s stock valued at $3,509,000 after acquiring an additional 172 shares in the last quarter. KCM Investment Advisors LLC lifted its holdings in shares of Bristol Myers Squibb by 0.8% in the fourth quarter. KCM Investment Advisors LLC now owns 20,871 shares of the biopharmaceutical company’s stock valued at $1,126,000 after purchasing an additional 174 shares in the last quarter. Investment Research Partners LLC boosted its position in shares of Bristol Myers Squibb by 1.4% in the fourth quarter. Investment Research Partners LLC now owns 13,134 shares of the biopharmaceutical company’s stock worth $708,000 after buying an additional 179 shares during the period. ESG Planning DBA Harper Investing raised its position in Bristol Myers Squibb by 1.3% during the fourth quarter. ESG Planning DBA Harper Investing now owns 13,811 shares of the biopharmaceutical company’s stock valued at $745,000 after buying an additional 180 shares during the period. Finally, REAP Financial Group LLC raised its position in Bristol Myers Squibb by 26.1% during the fourth quarter. REAP Financial Group LLC now owns 879 shares of the biopharmaceutical company’s stock valued at $47,000 after buying an additional 182 shares during the period. 76.41% of the stock is owned by hedge funds and other institutional investors.

Bristol Myers Squibb Price Performance

Shares of Bristol Myers Squibb stock opened at $64.98 on Friday. 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 firm has a fifty day simple moving average of $57.90 and a 200-day simple moving average of $58.29. The stock has a market capitalization of $132.70 billion, a price-to-earnings ratio of 18.25, a PEG ratio of 0.18 and a beta of 0.23. Bristol Myers Squibb Company has a 1-year low of $42.52 and a 1-year high of $65.56.

Bristol Myers Squibb (NYSE:BMY) last announced its earnings results on Thursday, July 30th. The biopharmaceutical company reported $2.04 EPS for the quarter, topping the consensus estimate of $1.60 by $0.44. The firm had revenue of $12.97 billion for the quarter, compared to the consensus estimate of $11.74 billion. Bristol Myers Squibb had a net margin of 15.01% and a return on equity of 64.87%. The business’s quarterly revenue was up 5.7% on a year-over-year basis. During the same quarter last year, the firm posted $1.46 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.750-7.000 EPS. On average, sell-side analysts expect that Bristol Myers Squibb Company will post 6.34 earnings per share for the current year.

Bristol Myers Squibb Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, August 3rd. Investors of record on Thursday, July 2nd will be given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 3.9%. The ex-dividend date of this dividend is Thursday, July 2nd. Bristol Myers Squibb’s payout ratio is currently 70.79%.

More Bristol Myers Squibb News

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

• Positive Sentiment: Bristol Myers reported second-quarter adjusted EPS of $2.04, well above the $1.60 analyst consensus and up from $1.46 a year earlier. Revenue increased 5.7% year over year to $12.97 billion, exceeding estimates of approximately $11.74 billion. Bristol Myers raises 2026 forecast as Eliquis and newer medicines power results
• Positive Sentiment: The company raised its full-year 2026 outlook to EPS of $6.75-$7.00 and revenue of $49 billion-$50 billion, above consensus forecasts. Management cited strong performance from blood thinner Eliquis and newer products including Camzyos and Reblozyl. Bristol Myers Squibb raises 2026 revenue outlook
• Positive Sentiment: The growth portfolio reportedly expanded 14%, with continued momentum from Opdivo Qvantig, Breyanzi and Iza-bren. Strong cash flow and a valuation viewed as inexpensive relative to large pharmaceutical peers, along with a dividend yield near 4%, supported bullish analyst commentary. Bristol Myers Squibb upgraded to Buy on positive earnings and outlook
• Neutral Sentiment: Analysts noted that the transition away from older products remains incomplete. Opdivo sales declined, while patent expirations and legacy portfolio weakness continue to pressure revenue.
• Negative Sentiment: Delayed clinical readouts for Milvexian and Cobenfy, as well as mixed performance from certain pipeline assets, may limit near-term catalysts. Unusually heavy put-option activity also signals that some traders remain cautious about downside risks. Bristol Myers Squibb second-quarter earnings call highlights

Analysts Set New Price Targets

A number of equities research analysts have commented on the company. Weiss Ratings lowered Bristol Myers Squibb from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, July 16th. Raymond James Financial reissued a “market perform” rating on shares of Bristol Myers Squibb in a research report on Monday. Wall Street Zen raised shares of Bristol Myers Squibb from a “buy” rating to a “strong-buy” rating in a research report on Saturday, June 27th. Bank of America dropped their price objective on shares of Bristol Myers Squibb from $67.00 to $66.00 and set a “buy” rating on the stock in a research note on Friday, July 10th. Finally, UBS Group reissued a “buy” rating on shares of Bristol Myers Squibb in a research note on Thursday, May 28th. Eight analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $61.25.

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.