Bristol-Myers SquibbBMY
BMY
About: Bristol-Myers Squibb discovers, develops, and markets drugs for various therapeutic areas, such as cardiovascular, cancer, and immune disorders. A key focus for Bristol is immuno-oncology, where the firm is a leader in drug development. Bristol derives close to 70% of total sales from the US, showing a higher dependence on the US market than most of its peer group.
Employees: 34,100
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
226% more first-time investments, than exits
New positions opened: 346 | Existing positions closed: 106
50% more funds holding in top 10
Funds holding in top 10: 26 [Q3] → 39 (+13) [Q4]
17% more capital invested
Capital invested by funds: $77.9B [Q3] → $91.4B (+$13.5B) [Q4]
9% more funds holding
Funds holding: 2,225 [Q3] → 2,421 (+196) [Q4]
4.02% more ownership
Funds ownership: 74.39% [Q3] → 78.41% (+4.02%) [Q4]
1% more repeat investments, than reductions
Existing positions increased: 911 | Existing positions reduced: 899
0% more call options, than puts
Call options by funds: $1.75B | Put options by funds: $1.75B
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$54
8%
upside
Avg. target
$59
18%
upside
High target
$68
35%
upside
7 analyst ratings
2 positive
29%
5 neutral
71%
0 negative
0%
Cantor Fitzgerald Carter Gould 39% 1-year accuracy 12 / 31 met price target | 10%upside $55 | Neutral Reiterated | 23 Apr 2025 |
Jefferies Akash Tewari 20% 1-year accuracy 2 / 10 met price target | 35%upside $68 | Buy Maintained | 23 Apr 2025 |
Piper Sandler David Amsellem 56% 1-year accuracy 18 / 32 met price target | 29%upside $65 | Overweight Initiated | 22 Apr 2025 |
UBS Trung Huynh 25% 1-year accuracy 2 / 8 met price target | 8%upside $54 | Neutral Maintained | 11 Apr 2025 |
Goldman Sachs Asad Haider 100% 1-year accuracy 2 / 2 met price target | 10%upside $55 | Neutral Downgraded | 8 Apr 2025 |
Financial journalist opinion
Based on 72 articles about BMY published over the past 30 days
Positive
The Motley Fool
15 hours ago
This High-Yield Pharma Stock Looks Like an Incredible Bargain
When markets get choppy, smart investors often seek refuge in pharmaceutical stocks. These companies typically offer consistent cash flows, essential products, and solid dividends regardless of economic conditions.
Positive
Zacks Investment Research
1 day ago
Here is What to Know Beyond Why Bristol Myers Squibb Company (BMY) is a Trending Stock
Zacks.com users have recently been watching Bristol Myers (BMY) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Positive
Zacks Investment Research
2 days ago
BMY Falls 4% Post Q1 Earnings: Should You Buy, Sell or Hold the Stock?
Bristol Myers' first-quarter performance and raised annual guidance are encouraging. However, we recommend investors to stay on the sidelines as generic competition for legacy drugs and recent pipeline setbacks weigh on the stock.
Positive
Benzinga
2 days ago
Top 3 Health Care Stocks That May Rocket Higher In April
The most oversold stocks in the health care sector presents an opportunity to buy into undervalued companies.
Positive
Seeking Alpha
2 days ago
Retirement Strategy: 2 Blue Chip Dividends Now Way Too Cheap
Earnings season offers opportunities to buy undervalued blue-chip stocks like Verizon and Bristol Myers Squibb, both yielding 5-7% and trading below historical PE ratios. Verizon's growth in 5G, broadband, and prepaid services, combined with cost optimization, supports its 6.5% yield and potential for market-beating returns. Bristol Myers Squibb's focus on innovative medicines, cost savings, and a strong balance sheet underpins its 5.2% yield and long-term growth potential.
Positive
The Motley Fool
4 days ago
4 Surefire Dividend Stocks to Buy in the Stock Market Sell-Off
It's always a good time to buy solid dividend stocks, but considering the challenging economic environment, now might be a particularly opportune time. Dividend-paying companies tend to have strong underlying operations and are generally more resilient than their non-dividend-paying counterparts.
Neutral
CNBC Television
5 days ago
We're in a pharma stock pickers market, says Kessef's Len Yaffe
Len Yaffe, Kessef Capital Management, joins 'Fast Money' to talk opportunities in the pharma stock space.
Positive
Seeking Alpha
5 days ago
5 Positives From Bristol-Myers Squibb's Q1 2025 Results
Bristol-Myers Squibb's Q1 2025 results confirm that the stock has significant potential upside now. The company's Growth Portfolio showed healthy sales increase, while the non-GAAP EPS surprised positively, beating estimates by 20%. BMS upgraded its 2025 guidance a bit too, reducing expected revenue shrinkage to 4.1% and raising non-GAAP EPS expectations by 2.24%.
Negative
Reuters
5 days ago
Exclusive: US pharma tariffs would raise US drug costs by $51 bln annually, report finds
A 25% U.S. tariff on pharmaceutical imports would increase U.S. drug costs by nearly $51 billion annually, boosting U.S. prices by as much as 12.9% if passed on, a report commissioned by the industry's U.S. trade group and reviewed by Reuters shows.
Positive
Seeking Alpha
5 days ago
Bristol-Myers: Undervalued, Delivering Increased 2025 Guidance
Despite recent underperformance, Bristol-Myers' strong cash position, robust pipeline, and strategic acquisitions position it for future growth, making it an undervalued opportunity. BMY's growth portfolio is thriving, with significant YoY increases in key drugs, offsetting declines in its legacy products. BMY's consistent dividend growth and strong profitability make it an attractive income investment, especially as the Fed reduces rates.
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