WCG Wealth Advisors LLC Has $2.56 Million Holdings in Bristol Myers Squibb Company $BMY

Posted by Geri Gentry on Jun 5th, 2026

WCG Wealth Advisors LLC boosted its position in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 154.3% in the fourth quarter, Holdings Channel.com reports. The firm owned 47,538 shares of the biopharmaceutical company’s stock after acquiring an additional 28,841 shares during the period. WCG Wealth Advisors LLC’s holdings in Bristol Myers Squibb were worth $2,564,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. waypoint wealth counsel bought a new position in Bristol Myers Squibb in the fourth quarter valued at $1,194,000. Life Cycle Investment Partners Ltd bought a new stake in Bristol Myers Squibb during the 4th quarter worth about $34,406,000. Axxcess Wealth Management LLC boosted its stake in shares of Bristol Myers Squibb by 27.4% during the 4th quarter. Axxcess Wealth Management LLC now owns 98,665 shares of the biopharmaceutical company’s stock worth $5,322,000 after buying an additional 21,196 shares during the last quarter. Oppenheimer Asset Management Inc. grew its holdings in shares of Bristol Myers Squibb by 6.4% in the 3rd quarter. Oppenheimer Asset Management Inc. now owns 531,538 shares of the biopharmaceutical company’s stock valued at $23,972,000 after acquiring an additional 32,005 shares in the last quarter. Finally, M&G PLC increased its position in shares of Bristol Myers Squibb by 1.4% in the third quarter. M&G PLC now owns 6,885,188 shares of the biopharmaceutical company’s stock valued at $309,833,000 after acquiring an additional 97,063 shares during the last quarter. 76.41% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

BMY has been the subject of several recent research reports. UBS Group reissued a “buy” rating on shares of Bristol Myers Squibb in a research report on Thursday, May 28th. HSBC boosted their price target on Bristol Myers Squibb from $53.00 to $60.00 and gave the stock a “hold” rating in a research report on Tuesday, March 17th. Citigroup reissued a “neutral” rating on shares of Bristol Myers Squibb in a report on Friday, May 1st. Royal Bank Of Canada initiated coverage on shares of Bristol Myers Squibb in a research note on Tuesday, February 24th. They issued a “sector perform” rating and a $60.00 target price for the company. Finally, Barclays initiated coverage on shares of Bristol Myers Squibb in a report on Thursday, February 19th. They set an “overweight” rating and a $75.00 target price on the stock. Eight equities 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 stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $61.31.

Check Out Our Latest Research Report on Bristol Myers Squibb

Bristol Myers Squibb Price Performance

Shares of NYSE BMY opened at $56.71 on Friday. The business’s 50 day moving average price is $58.13 and its two-hundred day moving average price is $56.52. The company has a market cap of $115.81 billion, a PE ratio of 15.93, a price-to-earnings-growth ratio of 0.16 and a beta of 0.24. The company has a quick ratio of 1.28, a current ratio of 1.42 and a debt-to-equity ratio of 2.10. Bristol Myers Squibb Company has a twelve month low of $42.52 and a twelve month high of $62.89.

Bristol Myers Squibb (NYSE:BMY – Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The biopharmaceutical company reported $1.58 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.42 by $0.16. The company had revenue of $11.49 billion during the quarter, compared to analysts’ expectations of $10.93 billion. Bristol Myers Squibb had a return on equity of 64.87% and a net margin of 15.01%.The business’s revenue was up 2.6% on a year-over-year basis. During the same period last year, the firm posted $1.80 earnings per share. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. On average, analysts predict that Bristol Myers Squibb Company will post 6.32 EPS for the current year.

Insider Buying and Selling

In other Bristol Myers Squibb news, EVP David V. Elkins sold 30,000 shares of the company’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $61.67, for a total value of $1,850,100.00. Following the transaction, the executive vice president directly owned 159,248 shares in the company, valued at $9,820,824.16. The trade was a 15.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 0.05% of the stock is currently owned by company insiders.

Bristol Myers Squibb Company Profile

(Free Report)

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.