Moody Lynn Lieberson & Walker 13F: New $3.6M Stake in BMY

Moody Lynn Lieberson & Walker picked up a new stake in Bristol-Myers Squibb Company (NYSE: BMY), according to a recent Form 13F filing with the SEC. Institutional filings look backward at the previous quarter, meaning this position reflects holdings as of the reporting period and might not represent the fund's current stance today.

What Changed in Moody Lynn Lieberson & Walker's Bristol-Myers Squibb Position

The fund opened a brand-new position in the drug manufacturer by picking up 58,236 shares. The reported value of the purchase sits at about $3.63 million. Because this is a new investment, there is no prior quarter comparison or percentage change to report.

Other Institutional Activity in Bristol-Myers Squibb

Blackrock Inc. grew its holdings by 8,704,215 shares, ending with 180,384,994 shares worth about $10.78 billion. Vanguard Capital Management LLC added 1,018,856 shares for a total of 133,337,856 shares valued at roughly $7.97 billion. State Street Corporation grew its stake by 3,844,031 shares to hold 102,408,940 shares worth about $6.12 billion. JPMORGAN CHASE & CO cut back its holdings by 20,760,371 shares, leaving it with 71,713,442 shares valued at roughly $4.28 billion. Charles Schwab Investment Management, Inc. lifted its position by 6,478,381 shares, ending with 67,595,177 shares worth about $4.04 billion.

Bristol-Myers Squibb Company Stock Up 1.3%

The stock recently traded around $60.07. Shares sit below the 50-day moving average but above the 200-day moving average. The stock trades well above its 52-week low of $42.52 while remaining below its 52-week high of $68.64.

Recent Earnings

Bristol-Myers Squibb generated trailing-twelve-month revenue of $49.19 billion alongside $4.54 in earnings per share. The healthcare company posts a net margin of 18.9% and a return on equity of 46.6%. The company is scheduled to report its next round of earnings on October 29, 2026.

Dividend

The company offers an annual dividend yielding 4.16% with a payout ratio of 55.3%. This payout returns steady cash to shareholders while leaving room for the company to reinvest in its drug pipeline and ongoing research.

Insider Buying and Selling at Bristol-Myers Squibb Company

Chief Financial Officer David Vincent Elkins parted with 30,000 shares on April 1, 2026, for a total value of $1.85 million. Officer Phil M Holzer sold 500 shares at a price of $67.50 on August 25, 2026, totaling $33,750. Officer Cristian Massacesi sold 6,249 shares at $64.57 on September 9, 2026, worth about $403,498. Insider sales do not automatically signal a bearish outlook, as executives often sell shares for personal financial planning.

Analysts Set New Price Targets

Piper Sandler reiterated an Overweight rating with an $82.00 price target on September 16, 2026. Leerink Partners downgraded the stock to Market Perform with a $59.00 target on October 5, 2026. Morgan Stanley maintained an Underweight rating with a $41.00 target on October 7, 2026. Cantor Fitzgerald kept a Neutral rating and set a $53.00 target on October 8, 2026. Wells Fargo maintained an Equal-Weight rating with a $60.00 target on October 13, 2026. The stock currently holds a consensus buy rating with a mean price target of $65.63 across 24 analyst opinions.

About Bristol-Myers Squibb

Headquartered in Princeton, New Jersey, Bristol-Myers Squibb Company is a major global biopharmaceutical firm with 32,500 employees. The company discovers, develops, and markets treatments across several major medical areas including oncology, hematology, immunology, cardiovascular, and neuroscience indications. Institutional interest from firms like Moody Lynn Lieberson & Walker highlights the ongoing attention paid to major healthcare providers navigating drug patent expirations and new product rollouts.

Bottom Line

Investors tracking Bristol-Myers Squibb should watch the upcoming earnings release on October 29, 2026, for updates on revenue growth and profit margins. Form 13F filings offer a helpful glimpse into institutional sentiment, but they only provide a snapshot of past moves and might not reflect active trading today. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.