Bristol Myers Squibb Company $BMY Shares Bought by Perigon Wealth Management LLC

Perigon Wealth Management LLC grew its holdings in Bristol Myers Squibb Company (NYSE:BMY) by 22.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 72,670 shares of the biopharmaceutical company’s stock after purchasing an additional 13,485 shares during the period. Perigon Wealth Management LLC’s holdings in Bristol Myers Squibb were worth $3,920,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of the business. Brighton Jones LLC lifted its position in Bristol Myers Squibb by 33.4% in the fourth quarter. Brighton Jones LLC now owns 19,728 shares of the biopharmaceutical company’s stock valued at $1,116,000 after buying an additional 4,935 shares during the last quarter. Sivia Capital Partners LLC increased its position in shares of Bristol Myers Squibb by 59.4% during the second quarter. Sivia Capital Partners LLC now owns 7,477 shares of the biopharmaceutical company’s stock valued at $346,000 after acquiring an additional 2,786 shares during the last quarter. United Bank increased its position in shares of Bristol Myers Squibb by 15.0% during the second quarter. United Bank now owns 25,148 shares of the biopharmaceutical company’s stock valued at $1,164,000 after acquiring an additional 3,277 shares during the last quarter. Groupe la Francaise raised its stake in shares of Bristol Myers Squibb by 2,213.5% in the 2nd quarter. Groupe la Francaise now owns 2,059 shares of the biopharmaceutical company’s stock valued at $95,000 after acquiring an additional 1,970 shares during the period. Finally, Twin Peaks Wealth Advisors LLC acquired a new position in shares of Bristol Myers Squibb in the 2nd quarter worth approximately $40,000. 76.41% of the stock is currently owned by hedge funds and other institutional investors.

Bristol Myers Squibb Trading Down 0.0%

NYSE:BMY opened at $59.57 on Friday. Bristol Myers Squibb Company has a 12-month low of $42.52 and a 12-month high of $62.89. The firm has a market cap of $121.63 billion, a PE ratio of 17.27, a price-to-earnings-growth ratio of 0.17 and a beta of 0.27. The company has a current ratio of 1.26, a quick ratio of 1.14 and a debt-to-equity ratio of 2.32. The stock has a fifty day moving average price of $59.37 and a 200 day moving average price of $52.66.

Bristol Myers Squibb (NYSE:BMY) last posted its quarterly earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.65 by ($0.39). The company had revenue of $12.50 billion during the quarter, compared to analyst estimates of $12.24 billion. Bristol Myers Squibb had a net margin of 14.64% and a return on equity of 69.65%. Bristol Myers Squibb’s revenue for the quarter was up 1.3% on a year-over-year basis. During the same period in the prior year, the business earned $1.67 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Sell-side analysts anticipate that Bristol Myers Squibb Company will post 6.74 earnings per share for the current fiscal year.

Bristol Myers Squibb Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Thursday, April 2nd will be issued a $0.63 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $2.52 annualized dividend and a yield of 4.2%. Bristol Myers Squibb’s dividend payout ratio (DPR) is 73.04%.

Bristol Myers Squibb News Roundup

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

• Positive Sentiment: Positive Phase?3 data for Camzyos in the SCOUT?HCM adolescent trial could expand the label and support longer?term revenue upside. SCOUT?HCM Trial Results
• Positive Sentiment: Janux Therapeutics triggered a $35M milestone under its collaboration with BMY by nominating a development candidate — near?term cash and partner validation for BMY’s partnered R&D. Janux Milestone
• Positive Sentiment: Unusually large call?option activity (~66,900 calls) signals speculative bullish positioning by traders anticipating upside moves. Call Option Activity
• Positive Sentiment: Analyst pieces and screens highlight BMY’s history of earnings surprises and argue the company has components that could support an earnings beat next quarter — a sentiment tailwind if results improve. Zacks Coverage
• Neutral Sentiment: Market estimates and long?term market studies (e.g., HNSCC market growth to ~ $4.5B by 2034) provide attractive addressable?market context but aren’t immediate catalysts. HNSCC Market Outlook
• Neutral Sentiment: Brokerage consensus remains centered on a “Hold” and the street target (~$61.41) is close to the current price — keeps upside expectations measured. Analyst Consensus
• Negative Sentiment: Insider selling: EVP David V. Elkins sold 30,000 shares at about $61.67 on April 1 (Form 4), trimming his stake ~15.9% — investors sometimes read executive sales as a near?term negative signal. Insider Form 4
• Negative Sentiment: Sector risk: reports that the U.S. may consider heavy tariffs (up to 100%) on branded/patented drug imports sparked broad healthcare selling and pressured BMY along with peers. Tariffs / Sector Selloff
• Negative Sentiment: Recent quarterly results showed an EPS miss (Feb. 5), which keeps investor focus on near?term profitability despite FY?26 guidance; that remains a headwind until earnings execution improves. Earnings Recap

Analyst Ratings Changes

A number of research firms recently weighed in on BMY. Wells Fargo & Company reaffirmed an “outperform” rating and set a $60.00 price objective (up from $55.00) on shares of Bristol Myers Squibb in a research report on Friday, February 6th. Barclays initiated coverage on Bristol Myers Squibb in a research report on Thursday, February 19th. They issued an “overweight” rating and a $75.00 target price on the stock. Leerink Partners raised their price target on Bristol Myers Squibb from $54.00 to $60.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 13th. Scotiabank reaffirmed a “sector perform” rating and issued a $60.00 price objective (up from $53.00) on shares of Bristol Myers Squibb in a research note on Friday, January 9th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Bristol Myers Squibb in a report on Monday, March 23rd. Nine equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Bristol Myers Squibb presently has an average rating of “Hold” and a consensus target price of $61.41.

Insider Transactions at Bristol Myers Squibb

In other Bristol Myers Squibb news, EVP David V. Elkins sold 30,000 shares of the business’s stock in a transaction that occurred on 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 transaction, the executive vice president owned 159,248 shares in the company, valued at $9,820,824.16. The trade was a 15.85% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.09% of the stock is owned by corporate insiders.

Bristol Myers Squibb Company 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.