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Bristol Myers and J&J Cast as Dividend Plays as Bayer’s FXIa Win Refocuses Pipeline Interest

Positive FXIa results refocus investors on pipeline support for their payouts.

Overview

  • Yahoo Finance highlights Bristol Myers Squibb and Johnson & Johnson as buy-and-hold dividend names for income-focused investors.
  • Bristol Myers reported third-quarter revenue of $12.2 billion, with its growth portfolio delivering $6.9 billion in sales, up 18% year over year.
  • The stock’s forward yield is about 5.1% and payouts have risen roughly 63% over a decade, while an ~84% payout ratio is currently covered by $15.3 billion in free cash flow versus about $5 billion in dividends.
  • Analysts note risks from upcoming patent expirations for Opdivo and Eliquis later this decade, partly offset by newer launches such as subcutaneous Opdivo and Reblozyl, alongside a developing pipeline including the BioNTech-partnered BNT327.
  • Insider Monkey reports Bayer’s positive Phase 3 data for asundexian in the FXIa class, with Morgan Stanley saying it could boost attention on similar programs at Bristol Myers and J&J while maintaining a cautious stance on BMY.