Virtus Large Cap Growth SMA Q4 2025 Commentary [Seeking Alpha]
Bristol-Myers Squibb Company (BMY)
Last bristol-myers squibb company earnings: 2/6 07:05 am
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US:NYSE Investor Relations:
bms.com/investors.html
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Source: Seeking Alpha
There were no new positions. Pharmaceutical company Bristol-Myers Squibb was the only exit, due to weakened pipeline progress and slower-than-expected growth product portfolio sales. Job growth is slowing, but the pace remains orderly rather than abrupt and has yet to unsettle investors. J Studios/DigitalVision via Getty Images Portfolio Review The Silvant Large Cap Growth SMA returned +2.69% (gross)/+1.94% (net) for the quarter, outperforming the Russell 1000 Growth Index's return of +1.12%. Healthcare, communication services, financials, and industrials stock selection all contributed to performance. Consumer discretionary stock selection detracted the most from returns. This article was written by Quick Insights Stock selection in healthcare, communication services, financials, and industrials—especially LLY and GOOG—drove outperformance versus the Russell 1000 Growth Index. I remain broadly constructive, expecting resilient growth, manageable inflation, and furthe
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BMY
News
- These 3 Stocks Trigger Bearish Signals but 2 Offer Hidden Opportunity [Yahoo! Finance]Yahoo! Finance
- Bristol Myers Squibb Tests New Protein Degradation Cancer Drug In Humans [Yahoo! Finance]Yahoo! Finance
- BioIVT to Showcase ADME-Tox and NAMs Expertise at Spring 2026 Industry Events [Yahoo! Finance]Yahoo! Finance
- Bristol Myers Squibb to Report Results for First Quarter 2026 on April 30, 2026Business Wire
- Don't Miss This 14% Yield And This Pharma Value Stock [Seeking Alpha]Seeking Alpha
BMY
Earnings
- 2/6/26 - Beat
BMY
Sec Filings
- 3/12/26 - Form 4
- 3/12/26 - Form 4
- 3/12/26 - Form 4
- BMY's page on the SEC website