Caerus Investment Advisors LLC Has $1.83 Million Stock Position in Bristol Myers Squibb Company $BMY

Posted by Brenda Bartman on Jun 12th, 2026

Caerus Investment Advisors LLC raised its stake in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 145.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 33,882 shares of the biopharmaceutical company’s stock after purchasing an additional 20,105 shares during the quarter. Bristol Myers Squibb accounts for 0.6% of Caerus Investment Advisors LLC’s portfolio, making the stock its 22nd largest holding. Caerus Investment Advisors LLC’s holdings in Bristol Myers Squibb were worth $1,828,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in BMY. Northwestern Mutual Investment Management Company LLC boosted its position in shares of Bristol Myers Squibb by 0.3% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 65,046 shares of the biopharmaceutical company’s stock worth $3,509,000 after acquiring an additional 172 shares in the last quarter. ESG Planning DBA Harper Investing boosted its position in shares of Bristol Myers Squibb by 1.3% during the 4th quarter. ESG Planning DBA Harper Investing now owns 13,811 shares of the biopharmaceutical company’s stock worth $745,000 after acquiring an additional 180 shares in the last quarter. REAP Financial Group LLC boosted its position in Bristol Myers Squibb by 26.1% in 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 in the last quarter. Novem Group boosted its position in Bristol Myers Squibb by 2.9% in the fourth quarter. Novem Group now owns 6,402 shares of the biopharmaceutical company’s stock valued at $345,000 after buying an additional 183 shares in the last quarter. Finally, Dominguez Wealth Management Solutions Inc. boosted its position in Bristol Myers Squibb by 0.8% in the fourth quarter. Dominguez Wealth Management Solutions Inc. now owns 22,404 shares of the biopharmaceutical company’s stock valued at $1,208,000 after buying an additional 185 shares in the last quarter. 76.41% of the stock is owned by institutional investors and hedge funds.

Bristol Myers Squibb Trading Up 2.4%

BMY opened at $56.96 on Friday. Bristol Myers Squibb Company has a 1-year low of $42.52 and a 1-year high of $62.89. 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 company has a market cap of $116.31 billion, a P/E ratio of 16.00, a price-to-earnings-growth ratio of 0.16 and a beta of 0.24. The company has a fifty day moving average price of $57.83 and a two-hundred day moving average price of $56.87.

Bristol Myers Squibb (NYSE:BMY – Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The biopharmaceutical company reported $1.58 earnings per share 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 firm had revenue of $11.49 billion during the quarter, compared to the consensus estimate of $10.93 billion. During the same period in the previous year, the firm posted $1.80 earnings per share. The business’s revenue was up 2.6% compared to the same quarter last year. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Analysts predict that Bristol Myers Squibb Company will post 6.32 EPS for the current fiscal year.

Key Headlines Impacting Bristol Myers Squibb

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

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. Barclays assumed coverage on shares of 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. Cantor Fitzgerald lifted their price target on shares of Bristol Myers Squibb from $45.00 to $54.00 and gave the stock a “neutral” rating in a report on Wednesday, April 8th. HSBC lifted their price target on shares of Bristol Myers Squibb from $53.00 to $60.00 and gave the stock a “hold” rating in a report on Tuesday, March 17th. Piper Sandler reissued an “overweight” rating and set a $75.00 target price (up from $66.00) on shares of Bristol Myers Squibb in a research note on Monday, February 23rd. Finally, Royal Bank Of Canada assumed coverage on shares of Bristol Myers Squibb in a report on Tuesday, February 24th. They issued a “sector perform” rating and a $60.00 target price on the stock. Eight analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Bristol Myers Squibb has an average rating of “Hold” and a consensus target price of $61.31.

View Our Latest Research Report on Bristol Myers Squibb

Insider Activity at Bristol Myers Squibb

In other news, EVP David V. Elkins sold 30,000 shares of the business’s 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 completion of the sale, the executive vice president directly owned 159,248 shares of the company’s stock, 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 legal filing with the SEC, which is available at this link. 0.05% of the stock is currently owned by insiders.

Bristol Myers Squibb 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.