Czech National Bank Raises Position in Bristol Myers Squibb Company $BMY

Czech National Bank boosted its holdings in Bristol Myers Squibb Company (NYSE:BMY) by 4.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 581,252 shares of the biopharmaceutical company’s stock after purchasing an additional 26,627 shares during the period. Czech National Bank’s holdings in Bristol Myers Squibb were worth $33,492,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Darwin Wealth Management LLC purchased a new position in Bristol Myers Squibb in the 2nd quarter worth approximately $25,000. Swiss RE Ltd. purchased a new stake in shares of Bristol Myers Squibb during the fourth quarter valued at approximately $25,000. Physician Wealth Advisors Inc. increased its stake in shares of Bristol Myers Squibb by 73.5% in the fourth quarter. Physician Wealth Advisors Inc. now owns 477 shares of the biopharmaceutical company’s stock worth $26,000 after buying an additional 202 shares during the period. Bayban bought a new stake in Bristol Myers Squibb during the 4th quarter valued at $31,000. Finally, EQ Wealth Advisors LLC purchased a new stake in Bristol Myers Squibb during the 4th quarter valued at $32,000. 76.41% of the stock is owned by institutional investors.

Bristol Myers Squibb Trading Up 0.9%

NYSE:BMY opened at $64.19 on Friday. The company has a 50-day moving average price of $58.56 and a 200-day moving average price of $58.60. The stock has a market cap of $131.13 billion, a price-to-earnings ratio of 14.14, a P/E/G ratio of 0.16 and a beta of 0.22. The company has a current ratio of 1.53, a quick ratio of 1.38 and a debt-to-equity ratio of 1.89. Bristol Myers Squibb Company has a 12 month low of $42.52 and a 12 month high of $68.10.

Bristol Myers Squibb (NYSE:BMY) last announced its quarterly earnings results on Thursday, July 30th. The biopharmaceutical company reported $2.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.60 by $0.44. Bristol Myers Squibb had a net margin of 18.87% and a return on equity of 66.90%. The company had revenue of $12.97 billion for the quarter, compared to analysts’ expectations of $11.74 billion. During the same quarter in the previous year, the company earned $1.46 earnings per share. Bristol Myers Squibb’s quarterly revenue was up 5.7% on a year-over-year basis. Bristol Myers Squibb has set its FY 2026 guidance at 6.750-7.000 EPS. Equities analysts predict that Bristol Myers Squibb Company will post 6.97 EPS for the current year.

Bristol Myers Squibb Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Thursday, July 2nd were issued a dividend of $0.63 per share. The ex-dividend date was Thursday, July 2nd. This represents a $2.52 dividend on an annualized basis and a dividend yield of 3.9%. Bristol Myers Squibb’s dividend payout ratio is 55.51%.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. Wall Street Zen upgraded shares of Bristol Myers Squibb from a “buy” rating to a “strong-buy” rating in a research report on Saturday, June 27th. Royal Bank Of Canada raised their target price on Bristol Myers Squibb from $60.00 to $64.00 and gave the stock a “sector perform” rating in a research note on Friday, July 31st. Raymond James Financial assumed coverage on Bristol Myers Squibb in a report on Wednesday. They set a “strong-buy” rating on the stock. Weiss Ratings upgraded Bristol Myers Squibb from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, July 30th. Finally, Cantor Fitzgerald reiterated a “neutral” rating and issued a $59.00 price objective (up from $54.00) on shares of Bristol Myers Squibb in a research report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Bristol Myers Squibb presently has an average rating of “Moderate Buy” and an average target price of $66.06.

Key Headlines Impacting Bristol Myers Squibb

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

• Positive Sentiment: Analyst upgrades strengthen the outlook. Zacks upgraded BMY to Rank #2 (Buy), citing growing optimism about the company’s earnings prospects. Argus also raised its rating from “Hold” to “Buy” and set a $75 price target, implying further upside from recent levels. Bristol Myers Moves to Buy: Rationale Behind the Upgrade
• Positive Sentiment: Bristol Myers expanded its AI drug-discovery partnership with Schrödinger. Wider deployment of Schrödinger’s Bunsen and RetroSynth platforms across BMY’s research teams could improve drug-design efficiency and support the company’s longer-term pipeline, though the financial impact is not immediate. Schrödinger and BMS expand partnership
• Neutral Sentiment: Recent earnings momentum remains supportive. BMY previously reported earnings and revenue above analyst expectations, with revenue up year over year and full-year 2026 EPS guidance of $6.75-$7.00. This helps explain the stock’s strength and elevated investor interest.
• Neutral Sentiment: Alzheimer’s market developments offer limited direct benefit. The article highlights Leqembi and other disease-modifying therapies, but it does not identify a direct Bristol Myers product catalyst. Alzheimer’s Disease Market Pipeline Therapies
• Negative Sentiment: Merger speculation with AstraZeneca was denied. A senior source told Reuters there are “no discussions” regarding a potential transaction. That removes a possible takeover premium or strategic catalyst, although it also reduces uncertainty surrounding a major deal. No discussions over AstraZeneca-Bristol Myers deal

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.