Winning Points Advisors LLC bought a new position in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 10,808 shares of the biopharmaceutical company’s stock, valued at approximately $583,000. Bristol Myers Squibb comprises 0.5% of Winning Points Advisors LLC’s holdings, making the stock its 26th largest holding.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in BMY. Northwestern Mutual Investment Management Company LLC increased its position in shares of Bristol Myers Squibb by 0.3% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 65,046 shares of the biopharmaceutical company’s stock worth $3,509,000 after purchasing an additional 172 shares in the last quarter. ESG Planning DBA Harper Investing increased its position in shares of 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 worth $745,000 after purchasing an additional 180 shares in the last quarter. REAP Financial Group LLC increased its position in shares of Bristol Myers Squibb by 26.1% in the 4th quarter. REAP Financial Group LLC now owns 879 shares of the biopharmaceutical company’s stock valued at $47,000 after acquiring an additional 182 shares during the period. Novem Group increased its position in shares of Bristol Myers Squibb by 2.9% in the 4th quarter. Novem Group now owns 6,402 shares of the biopharmaceutical company’s stock valued at $345,000 after acquiring an additional 183 shares during the period. Finally, Dominguez Wealth Management Solutions Inc. increased its position in shares of Bristol Myers Squibb by 0.8% in the 4th quarter. Dominguez Wealth Management Solutions Inc. now owns 22,404 shares of the biopharmaceutical company’s stock valued at $1,208,000 after acquiring an additional 185 shares during the period. Institutional investors own 76.41% of the company’s stock.
Bristol Myers Squibb News Roundup
Here are the key news stories impacting Bristol Myers Squibb this week:
- Positive Sentiment: Erste Group’s FY2026 earnings estimate for Bristol Myers Squibb stayed in line with Wall Street expectations, reinforcing the view that current earnings are stable and the stock remains attractively valued.
- Positive Sentiment: Zacks highlighted Bristol Myers Squibb as a top-ranked value stock, which may attract income- and value-focused investors looking for defensive healthcare exposure.
- Neutral Sentiment: Analyst revisions were mixed overall, with a small downward tweak to FY2027 EPS but a slightly higher FY2026 forecast, suggesting limited near-term estimate pressure.
- Negative Sentiment: Takeda reported that its AI-designed psoriasis drug, zasocitinib, outperformed BMY’s approved psoriasis treatment Sotyktu in a head-to-head study, raising competitive concerns for one of Bristol Myers Squibb’s growth products. Article Title
Bristol Myers Squibb Price Performance
Bristol Myers Squibb (NYSE:BMY – Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The biopharmaceutical company reported $1.58 EPS for the quarter, beating the consensus estimate of $1.42 by $0.16. Bristol Myers Squibb had a net margin of 15.01% and a return on equity of 64.87%. The company had revenue of $11.49 billion for the quarter, compared to analyst estimates of $10.93 billion. During the same period in the prior year, the company earned $1.80 earnings per share. The firm’s revenue 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. Research analysts expect that Bristol Myers Squibb Company will post 6.32 EPS for the current year.
Insider Activity
In other news, EVP David V. Elkins sold 30,000 shares of the 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 sale, the executive vice president directly owned 159,248 shares of the company’s stock, valued at $9,820,824.16. This represents a 15.85% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.05% of the stock is currently owned by insiders.
Analyst Ratings Changes
Several equities analysts recently issued reports on the company. HSBC upped their target price on Bristol Myers Squibb from $53.00 to $60.00 and gave the company a “hold” rating in a research report on Tuesday, March 17th. Royal Bank Of Canada assumed coverage on Bristol Myers Squibb in a research report on Tuesday, February 24th. They issued a “sector perform” rating and a $60.00 target price on the stock. Guggenheim reissued a “buy” rating and issued a $72.00 target price on shares of Bristol Myers Squibb in a research report on Wednesday, April 8th. Bank of America cut their target price on Bristol Myers Squibb from $68.00 to $67.00 and set a “buy” rating on the stock in a research report on Thursday, April 9th. Finally, Citigroup reissued a “neutral” rating on shares of Bristol Myers Squibb in a research report on Friday, May 1st. Eight research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $61.31.
View Our Latest Stock Analysis on Bristol Myers Squibb
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.
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