Bristol Myers Squibb Company $BMY Shares Acquired by Three Seasons Wealth LLC

Posted by George Bondi on Sep 5th, 2026

Three Seasons Wealth LLC raised its holdings in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 63.1% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 38,187 shares of the biopharmaceutical company’s stock after acquiring an additional 14,778 shares during the period. Three Seasons Wealth LLC’s holdings in Bristol Myers Squibb were worth $2,200,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Norges Bank purchased a new stake in shares of Bristol Myers Squibb during the 4th quarter valued at $1,947,272,000. Primecap Management Co. CA acquired a new stake in Bristol Myers Squibb in the 2nd quarter valued at $1,436,115,000. Legal & General Group Plc acquired a new stake in shares of Bristol Myers Squibb in the second quarter valued at about $980,862,000. AQR Capital Management LLC grew its position in Bristol Myers Squibb by 172.6% in the fourth quarter. AQR Capital Management LLC now owns 25,796,905 shares of the biopharmaceutical company’s stock valued at $1,391,485,000 after acquiring an additional 16,332,924 shares in the last quarter. Finally, BlackRock Inc. increased its stake in Bristol Myers Squibb by 5.1% during the 2nd quarter. BlackRock Inc. now owns 180,384,994 shares of the biopharmaceutical company’s stock worth $10,393,783,000 after buying an additional 8,702,106 shares during the period. Hedge funds and other institutional investors own 76.41% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on BMY. JPMorgan Chase & Co. upped their price target on shares of Bristol Myers Squibb from $67.00 to $73.00 and gave the company an “overweight” rating in a report on Friday, July 31st. Wells Fargo & Company set a $65.00 target price on Bristol Myers Squibb and gave the stock an “equal weight” rating in a research report on Friday, July 31st. TD Cowen assumed coverage on shares of Bristol Myers Squibb in a research report on Wednesday, August 5th. They set a “buy” rating for the company. Truist Financial reaffirmed a “buy” rating and issued a $70.00 target price (up from $65.00) on shares of Bristol Myers Squibb in a research report on Friday, July 31st. Finally, UBS Group cut Bristol Myers Squibb from a “buy” rating to a “neutral” rating in a report on Wednesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $66.06.

Check Out Our Latest Analysis on BMY

Bristol Myers Squibb News Summary

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

Positive Sentiment: Bristol Myers Squibb announced a Phase 2 trial evaluating a therapy in depression, expanding its pipeline into a large potential market. Positive clinical progress could provide a new growth opportunity if the treatment demonstrates efficacy and safety. Bristol-Myers Squibb Moves Into Depression Market With New Phase 2 Trial
Positive Sentiment: Analysts and financial commentators continue to highlight BMY’s relatively low valuation, roughly 3.7% forward dividend yield, strong margins and growth products that are offsetting declines in older medicines. These factors support the stock’s defensive and income-oriented appeal. Bristol Myers Squibb: Still Cheap, Despite What The Chart Says
Neutral Sentiment: Technical indicators have reportedly turned bullish, while RBC Capital maintained a Hold rating, indicating that analysts see some upside but remain cautious about the company’s outlook. Bristol-Myers Squibb Stock: Is BMY Outperforming the Healthcare Sector?
Negative Sentiment: Bristol Myers Squibb paused enrollment in its zola-cel autoimmune cell-therapy trials after safety surveillance identified inflammatory side effects. Reports that the pause involved serious safety concerns raised questions about the program’s risk profile, development timeline and broader cell-therapy strategy. What Does Bristol Myers Squibb Trial Pause Mean For Its Pipeline?
Negative Sentiment: The wider healthcare sector traded lower, adding industry-level pressure to BMY. Investors also continue to monitor legacy-drug declines, including Opdivo, and future Eliquis patent-expiry risks. Sector Update: Healthcare Stocks Decline Friday Afternoon

Bristol Myers Squibb Stock Performance

NYSE:BMY opened at $66.85 on Friday. The company has a current ratio of 1.53, a quick ratio of 1.38 and a debt-to-equity ratio of 1.89. The firm has a market cap of $136.56 billion, a price-to-earnings ratio of 14.72, a price-to-earnings-growth ratio of 0.32 and a beta of 0.23. Bristol Myers Squibb Company has a twelve month low of $42.52 and a twelve month high of $68.64. The company has a 50-day moving average of $62.92 and a 200-day moving average of $59.92.

Bristol Myers Squibb (NYSE:BMY – Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The biopharmaceutical company reported $2.04 earnings per share for the quarter, beating analysts’ consensus estimates of $1.60 by $0.44. Bristol Myers Squibb had a return on equity of 66.90% and a net margin of 18.87%.The business had revenue of $12.97 billion during the quarter, compared to analyst estimates of $11.74 billion. During the same quarter last year, the company posted $1.46 EPS. Bristol Myers Squibb’s revenue for the quarter 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. Analysts forecast that Bristol Myers Squibb Company will post 6.95 earnings per share for the current fiscal year.

Bristol Myers Squibb Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, August 3rd. Investors of record on Thursday, July 2nd were issued a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 3.8%. The ex-dividend date was Thursday, July 2nd. Bristol Myers Squibb’s dividend payout ratio (DPR) is currently 55.51%.

Insider Buying and Selling

In other Bristol Myers Squibb news, SVP Phil M. Holzer sold 500 shares of the company’s stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $67.50, for a total value of $33,750.00. Following the transaction, the senior vice president owned 16,862 shares in the company, valued at approximately $1,138,185. This represents a 2.88% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.05% of the company’s stock.

About Bristol Myers Squibb

(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.