Bristol Myers' strong Q3 growth portfolio, led by Opdivo and Reblozyl, helped counter declines in legacy drug sales.
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Bristol Myers Squibb's strong Q3 driven by soaring demand for Opdivo, Reblozyl, Breyanzi and Camzyos pushes shares up 7.2% in a month.
Investors love dividend stocks, especially the blue-chip variety, because they offer a significant passive income stream and have massive total return potential.
Recently, Zacks.com users have been paying close attention to Bristol Myers (BMY). This makes it worthwhile to examine what the stock has in store.
Bristol-Myers Squibb is a compelling value and income opportunity, trading near 52-week lows with a 5.4% dividend yield and low forward P/E. BMY's growth portfolio, led by Opdivo, Reblozyl, and Breyanzi, is offsetting legacy drug declines, supported by strong Q3 results and robust pipeline catalysts. Disciplined cost management, an A credit rating, and ample free cash flow reinforce BMY's profitability and ability to fund dividends and R&D.
Bristol-Myers Squibb Company ( BMY ) Q3 2025 Earnings Call October 30, 2025 8:00 AM EDT Company Participants Chuck Triano Christopher Boerner - CEO & Chairman David Elkins - Executive VP & CFO Cristian Massacesi - Executive VP, Chief Medical Officer & Head of Development Adam Lenkowsky - Executive VP & Chief Commercialization Officer Conference Call Participants Christopher Schott - JPMorgan Chase & Co, Research Division Geoffrey Meacham - Citigroup Inc., Research Division Evan Seigerman - BMO Capital Markets Equity Research David Amsellem - Piper Sandler & Co., Research Division Asad Haider - Goldman Sachs Group, Inc., Research Division Mohit Bansal - Wells Fargo Securities, LLC, Research Division Timothy Anderson - BofA Securities, Research Division Luisa Hector - Joh. Berenberg, Gossler & Co. KG, Research Division David Risinger - Leerink Partners LLC, Research Division Carter Gould - Cantor Fitzgerald & Co., Research Division Terence Flynn - Morgan Stanley, Research Division Courtney Breen - Sanford C.
Bristol-Myers Squibb Company's Q3 earnings are out - beating analyst's estimates - and for once, stock is buoyant (in trading so far today). BMY faces significant challenges as major drugs lose patent protection, leading to revenue declines despite a strong dividend yield. Recent acquisitions and new product launches have underperformed versus management's ambitious targets, raising concerns about BMY's growth prospects through 2030.
Bristol-Myers' strong Q3 results, powered by Opdivo, Reblozyl and Breyanzi, led to a revenue guidance boost despite legacy drug declines.
The headline numbers for Bristol Myers (BMY) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Bristol Myers Squibb (BMY) came out with quarterly earnings of $1.63 per share, beating the Zacks Consensus Estimate of $1.48 per share. This compares to earnings of $1.8 per share a year ago.
While total revenue grew in the quarter, competition weighed on the drugmaker's legacy portfolio.