At the current price, investors are paying little for Bristol Myers' pipeline. ...

分组1: Bristol Myers Squibb - Bristol Myers Squibb offers an attractive dividend yield of 4.6% with a payout ratio of around 85%, indicating a balance of risk and reward for investors [4][6][12] - The company faces potential patent cliffs, with its cancer drugs Revlimid and Pomalyst facing generic competition in 2026, and cardiovascular drug Eliquis losing patent protections in 2028 [6][4] - Despite these challenges, Bristol Myers Squibb has been investing in its drug pipeline through acquisitions, suggesting a likelihood of sustaining its dividend [6][4] 分组2: Medtronic - Medtronic has a dividend yield of 2.9% and has experienced a slowdown in dividend growth, which has dropped from mid to high single digits to low single digits [8][11] - The company is undergoing a restructuring to refocus on growth, including exiting certain businesses and investing in new products, with a notable spinoff of its diabetes division planned [9][11] - Medtronic has increased its dividend for 48 consecutive years, indicating strong potential for future growth and a payout ratio of around 75%, positioning it well for long-term investors [11][12]

Core Viewpoint - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended solely for informational purposes and should not be interpreted as professional investment advice [3]. - There is a clear disclaimer regarding the lack of any stock, option, or similar derivative positions in the companies mentioned, indicating a neutral stance [2]. - The article expresses the author's personal opinions and does not reflect the views of Seeking Alpha as a whole [4].

Core Viewpoint - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended solely for informational purposes and should not be interpreted as professional investment advice [3]. - There is a clear disclaimer regarding the lack of any stock, option, or derivative positions in the companies mentioned, indicating a neutral stance [2]. - The article expresses the author's personal opinions and does not reflect any business relationships with the companies discussed [2]. Group 2 - Past performance is noted as not being a guarantee of future results, underscoring the uncertainty in investment outcomes [4]. - The article clarifies that no recommendations or advice are provided regarding the suitability of investments for particular investors [4]. - The authors of the analysis are identified as third-party contributors, which may include both professional and individual investors without formal licensing [4].

Group 1 - The article emphasizes that the market may be overlooking defensive healthcare stocks, particularly mentioning Bristol Myers Squibb (BMY) as having experienced a shift in trading momentum [1] - The author expresses a belief that macro trends significantly influence asset prices and investor behavior, highlighting the importance of understanding these dynamics for investment strategies [1] - The article aims to foster a community of investors who share insights and ideas to enhance long-term investment confidence [1] Group 2 - The author has a professional background in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1] - The article discusses the author's experience navigating various market conditions over the past decade, indicating a deep understanding of market dynamics [1]

Bristol-Myers Squibb Company (NYSE:BMY) is included among the Best Stocks for a Dividend Achievers List. Bristol-Myers (BMY) Offers Eliquis Free to Medicaid Patients Under New Pricing Pact Several of the largest US and European drugmakers struck agreements with President Donald Trump on December 19 to voluntarily lower the prices of certain medicines. The move comes as the administration pushes to tie US drug prices more closely to lower costs overseas. Bristol-Myers Squibb Company (NYSE:BMY) was part o ...

Core Insights - Bristol Myers Squibb (BMY) has reached a pricing agreement with the U.S. government to provide Eliquis at no cost to Medicaid starting January 1, 2026, and will donate over 7 tons of the active pharmaceutical ingredient to ensure supply-chain resilience [1][8]. Group 1: Eliquis Overview - Eliquis is a prescription medication used to reduce the risk of stroke and blood clots in adults with atrial fibrillation, and it is co-developed and co-commercialized with Pfizer [2]. - Eliquis is one of the most widely prescribed oral blood thinners, generating $11 billion in sales in the first nine months of 2025, reflecting an 8% year-over-year increase [2][3]. Group 2: Financial Implications - The financial impact of the pricing deal on Eliquis sales remains uncertain, as it is the top revenue generator for BMY [3]. - The agreement also includes offering other drugs at an 80% discount to cash-paying patients, which may affect overall revenue [3]. Group 3: Competitive Landscape - BMY faces competition from Johnson & Johnson's Xarelto, which is also a Factor Xa inhibitor, but JNJ is currently dealing with patent challenges in the U.S. [5]. - Opdivo, another significant revenue generator for BMY, competes in the immuno-oncology space, which is dominated by Merck's Keytruda [5][6]. Group 4: Company Performance and Valuation - BMY's shares have decreased by 5.3% over the past year, contrasting with the industry's growth of 15.5% [7]. - BMY is trading at a price/earnings ratio of 9.07x forward earnings, which is higher than its historical mean of 8.40x but lower than the large-cap pharma industry's average of 17.27x [10]. Group 5: Earnings Estimates - The Zacks Consensus Estimate for 2025 earnings per share has increased, while the estimate for 2026 has decreased [12].

Core Viewpoint - The article discusses top dividend stock picks for the upcoming year, highlighting a diverse selection across different sectors, including a REIT, materials, energy, and healthcare stocks, aimed at providing stable income regardless of market conditions [1][3]. Group 1: Stock Selections - Amcor is highlighted for its recent merger with Barry, projecting 13% earnings growth next year and 11% the following year, and is considered a dividend aristocrat [4]. - Bristol Myers is noted for its strong cash flow and potential for earnings growth, although its growth is expected to materialize further out [2][4][16]. - Enbridge, a major pipeline company with 40,000 miles of oil and gas pipelines, is positioned to benefit from ongoing energy demand without being overly exposed to oil and gas price cycles [5]. - Vichy, primarily a REIT focused on casinos, maintained 100% occupancy during the pandemic and is currently trading nearly 10% below its recent high, offering a 6.4% yield [6][9]. Group 2: Market Context and Performance - The selected stocks generally yield around 6%, with Bristol Myers yielding approximately 4.5%, and all are trading at about 10 times earnings [2]. - The healthcare sector, particularly for Bristol Myers, is expected to see improved clarity and appreciation due to ongoing discussions around drug pricing [5]. - Vichy's stock performance has been impacted by perceptions of weakness in Las Vegas, despite its strong occupancy rates and long-term leases with high-quality tenants [7][11]. Group 3: Dividend Strategy and Economic Considerations - The discussion emphasizes the importance of dividend income, especially in a context of potentially higher interest rates, suggesting that dividends may still provide better income growth compared to treasury yields [18][19]. - The historical growth rate of dividend income is noted to be around 5.5%, aligning with the S&P's dividend growth, making dividend-paying stocks attractive for income-seeking investors [19]. - Companies like Amcor face challenges in assessing their debt portfolios and interest expenses in a rising rate environment, particularly with significant maturities approaching in 2027 [20][21].

Core Insights - JR Research is recognized as a Top Analyst by TipRanks and Seeking Alpha, focusing on technology, software, and internet sectors, as well as growth and GARP strategies [1] - The investment strategy emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1] - The approach combines price action analysis with fundamental investing, avoiding overhyped stocks while targeting beaten-down stocks with recovery potential [1] Investment Focus - The investing group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, focusing on growth stocks with strong fundamentals and attractive valuations [1] - The investment outlook is typically 18 to 24 months for the thesis to materialize, targeting robust growth potential and contrarian plays [1] - The group aims to capitalize on buying momentum and turnaround plays, appealing to investors seeking growth stocks [1]

Bristol-Myers Squibb ( BMY ) has come on strong to finish off 2025. I was bullish on the now $110 billion market cap healthcare sector stock back in the third quarter , and shares have returned a solid 18%, dividend included, since then. That’s more thanFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My pas ...