Bristol Myers Squibb Company $BMY Shares Acquired by UniSuper Management Pty Ltd

UniSuper Management Pty Ltd lifted its stake in shares of Bristol Myers Squibb Company (NYSE:BMY) by 39.2% during the 3rd quarter, Holdings Channel reports. The fund owned 188,940 shares of the biopharmaceutical company’s stock after buying an additional 53,223 shares during the quarter. UniSuper Management Pty Ltd’s holdings in Bristol Myers Squibb were worth $8,521,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Trifecta Capital Advisors LLC purchased a new position in Bristol Myers Squibb during the second quarter worth about $25,000. Darwin Wealth Management LLC acquired a new stake in shares of Bristol Myers Squibb during the 2nd quarter worth approximately $25,000. Harbor Capital Advisors Inc. raised its position in shares of Bristol Myers Squibb by 107.2% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 605 shares of the biopharmaceutical company’s stock valued at $27,000 after buying an additional 313 shares during the period. REAP Financial Group LLC lifted its holdings in Bristol Myers Squibb by 202.8% in the second quarter. REAP Financial Group LLC now owns 639 shares of the biopharmaceutical company’s stock valued at $30,000 after acquiring an additional 428 shares during the last quarter. Finally, DHJJ Financial Advisors Ltd. grew its position in Bristol Myers Squibb by 51.9% in the second quarter. DHJJ Financial Advisors Ltd. now owns 781 shares of the biopharmaceutical company’s stock worth $36,000 after acquiring an additional 267 shares during the period. Hedge funds and other institutional investors own 76.41% of the company’s stock.

Bristol Myers Squibb News Roundup

Here are the key news stories impacting Bristol Myers Squibb this week:

• Positive Sentiment: BMY struck a sizable collaboration and exclusive license deal with Janux Therapeutics (worth up to ~$800M), signaling near‑term external innovation that could bolster BMY’s oncology pipeline and near‑term partnering upside. Janux Therapeutics Strikes Bristol Myers Biotech Deal Worth $800 Million
• Positive Sentiment: BMY and BioNTech advanced a Phase 3 lung‑cancer program for pumitamig, a potential new competitor to Keytruda — a successful readout would be material to oncology revenue upside. Bristol-Myers Squibb and BioNTech Advance New Lung Cancer Weapon Against Keytruda in Phase 3 Trial
• Positive Sentiment: BMY reported progress in a China mesothelioma trial for Opdivo + Yervoy, which signals additional oncology label/market expansion opportunities in a large market. Bristol Myers Squibb Advances Opdivo/Yervoy in China Mesothelioma Trial, Signaling New Oncology Upside
• Positive Sentiment: BMY announced a collaboration with Microsoft to develop AI‑driven early detection tools for lung cancer — a strategic move that could accelerate diagnostics-linked R&D and potential data/technology synergies. Bristol Myers Squibb Announces Collaboration with Microsoft to Advance AI-Driven Early Detection of Lung Cancer
• Positive Sentiment: Analysts at UBS turned more constructive on biotech/pharma, including BMY exposure, which supports investor sentiment around sector recovery and dividend stability. Bristol-Myers (BMY): UBS turns bullish as biotech and pharma show signs of a recovery
• Neutral Sentiment: Coverage pieces are re‑evaluating BMY’s valuation and pipeline after the Microsoft pact and Camzyos trial news — useful context but not an immediate earnings swing. A Look At Bristol Myers Squibb (BMY) Valuation After New Microsoft AI Pact And Camzyos Trial Results
• Neutral Sentiment: Analyst action: Citi placed BMY at a Hold, tempering upside expectations from some investors even as clinical headlines roll in. Bristol-Myers Squibb (BMY) Receives a Hold from Citi
• Negative Sentiment: An analyst lowered Q1 EPS estimates for BMY, adding short‑term earnings pressure and a reason for cautious positioning ahead of upcoming quarterly/clinical readouts. Q1 EPS Estimate for Bristol Myers Squibb Lowered by Analyst
• Neutral Sentiment: Stock commentary noting “mixed returns and pipeline developments” flags that while R&D catalysts are meaningful, execution risk and valuation remain focal for investors. Reassessing Bristol Myers Squibb (BMY) After Mixed Returns And Product Pipeline Developments

Bristol Myers Squibb Stock Down 0.6%

Shares of NYSE:BMY opened at $54.61 on Friday. The firm has a market capitalization of $111.17 billion, a PE ratio of 18.45, a price-to-earnings-growth ratio of 0.17 and a beta of 0.29. Bristol Myers Squibb Company has a 1 year low of $42.52 and a 1 year high of $63.33. The company has a debt-to-equity ratio of 2.39, a current ratio of 1.27 and a quick ratio of 1.17. The firm’s 50-day moving average is $52.57 and its two-hundred day moving average is $48.40.

Bristol Myers Squibb (NYSE:BMY) last announced its quarterly earnings data on Thursday, October 30th. The biopharmaceutical company reported $1.63 earnings per share for the quarter, beating analysts’ consensus estimates of $1.52 by $0.11. The firm had revenue of $12.22 billion during the quarter, compared to analysts’ expectations of $11.75 billion. Bristol Myers Squibb had a net margin of 12.57% and a return on equity of 76.53%. The business’s quarterly revenue was up 2.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.80 earnings per share. Bristol Myers Squibb has set its FY 2025 guidance at 6.400-6.600 EPS. Analysts predict that Bristol Myers Squibb Company will post 6.74 EPS for the current year.

Bristol Myers Squibb Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Friday, January 2nd will be given a dividend of $0.63 per share. This is an increase from Bristol Myers Squibb’s previous quarterly dividend of $0.62. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.6%. The ex-dividend date of this dividend is Friday, January 2nd. Bristol Myers Squibb’s dividend payout ratio is currently 85.14%.

Analysts Set New Price Targets

BMY has been the topic of a number of research analyst reports. Citigroup restated a “neutral” rating and issued a $53.00 target price (up previously from $45.00) on shares of Bristol Myers Squibb in a research report on Wednesday, January 7th. UBS Group upgraded shares of Bristol Myers Squibb from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $46.00 to $65.00 in a report on Wednesday, January 7th. Dbs Bank raised shares of Bristol Myers Squibb to a “moderate buy” rating in a research note on Thursday, October 2nd. Sanford C. Bernstein reissued a “market perform” rating on shares of Bristol Myers Squibb in a research note on Monday, November 3rd. Finally, The Goldman Sachs Group restated a “neutral” rating and issued a $57.00 price objective (up from $51.00) on shares of Bristol Myers Squibb in a report on Tuesday, December 2nd. Seven analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $56.86.

Bristol Myers Squibb Company Profile

Bristol Myers Squibb is a global biopharmaceutical company headquartered in Princeton, New Jersey, focused on discovering, developing and delivering medicines for serious diseases. The company’s core activities include research and development, clinical development, manufacturing and commercialization of prescription pharmaceuticals across multiple therapeutic areas. BMS concentrates on advancing therapies in oncology, hematology, immunology, cardiovascular disease and specialty areas through both small molecules and biologics.

BMS’s marketed portfolio and late‑stage pipeline reflect a strong emphasis on cancer and immune‑mediated conditions.