Bristol Myers Squibb Company $BMY Shares Bought by Mufg Securities Americas Inc.

Mufg Securities Americas Inc. lifted its holdings in shares of Bristol Myers Squibb Company (NYSE:BMY) by 21.7% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 54,888 shares of the biopharmaceutical company’s stock after buying an additional 9,785 shares during the period. Mufg Securities Americas Inc.’s holdings in Bristol Myers Squibb were worth $2,475,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of Bristol Myers Squibb in the 2nd quarter worth $1,554,154,000. Charles Schwab Investment Management Inc. raised its holdings in Bristol Myers Squibb by 16.8% during the second quarter. Charles Schwab Investment Management Inc. now owns 70,802,680 shares of the biopharmaceutical company’s stock worth $3,277,456,000 after purchasing an additional 10,195,775 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its position in Bristol Myers Squibb by 428.5% in the second quarter. Arrowstreet Capital Limited Partnership now owns 11,311,281 shares of the biopharmaceutical company’s stock valued at $523,599,000 after purchasing an additional 9,171,098 shares during the period. Man Group plc boosted its holdings in Bristol Myers Squibb by 280.4% in the 2nd quarter. Man Group plc now owns 7,465,845 shares of the biopharmaceutical company’s stock valued at $345,594,000 after purchasing an additional 5,503,391 shares in the last quarter. Finally, Franklin Resources Inc. increased its position in Bristol Myers Squibb by 142.8% during the 2nd quarter. Franklin Resources Inc. now owns 8,436,811 shares of the biopharmaceutical company’s stock worth $390,541,000 after purchasing an additional 4,961,869 shares during the period. 76.41% of the stock is currently owned by hedge funds and other institutional investors.

Bristol Myers Squibb News Summary

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

• Positive Sentiment: FDA accepted the NDA for iberdomide in relapsed/refractory multiple myeloma and granted Priority Review and Breakthrough Therapy designation — a fast regulatory path that could add a new oral therapy to BMY’s oncology franchise and materially boost future revenue if approved. FDA Accepts Bristol Myers Squibb (BMY) NDA for Iberdomide With Priority Review
• Positive Sentiment: Positive top-line registrational Phase 2 results for luspatercept in adults with alpha‑thalassemia — successful data supports a potential label expansion (new indication) and adds to the company’s near-term pipeline value. Bristol Myers Squibb Announces Positive Top-Line Results from Registrational Phase 2 Study of Luspatercept in Adults with Alpha (α)-Thalassemia
• Positive Sentiment: Barclays initiated coverage with an Overweight rating and $75 price target, highlighting pipeline potential and supporting higher analyst sentiment and buy-side interest. Barclays Initiates Bristol Myers (BMY) with Overweight Rating on Pipeline Potential
• Neutral Sentiment: Market commentary and valuation pieces are re‑rating BMY as investors digest the clinical/regulatory wins — these articles analyze upside and valuation multiples but don’t add immediate cash-flow changes. Assessing Bristol Myers Squibb (BMY) Valuation After Key Multiple Myeloma And Alpha Thalassemia Updates
• Neutral Sentiment: BMY will present at the TD Cowen Health Care Conference — an opportunity for management to update investors on pipeline timelines and commercial plans; typically a catalyst for guidance clarity but not an immediate earnings event. Bristol Myers Squibb to Participate in the TD Cowen 46th Annual Health Care Conference
• Negative Sentiment: Analysts and coverage notes continue to flag a looming patent/exclusivity cliff for some key products — a structural risk that could pressure revenue beyond the near-term pipeline gains. Barclays Initiates Bristol Myers (BMY) with Overweight Rating on Pipeline Potential

Analysts Set New Price Targets

Several analysts have recently commented on BMY shares. Morgan Stanley reissued an “underweight” rating and issued a $40.00 price target on shares of Bristol Myers Squibb in a report on Friday, February 6th. UBS Group raised Bristol Myers Squibb from a “neutral” rating to a “buy” rating and raised their target price for the company from $46.00 to $65.00 in a report on Wednesday, January 7th. HSBC reiterated a “hold” rating and issued a $53.00 price target on shares of Bristol Myers Squibb in a report on Wednesday, December 10th. Piper Sandler reissued an “overweight” rating and set a $75.00 price objective (up from $66.00) on shares of Bristol Myers Squibb in a report on Monday. Finally, BMO Capital Markets reaffirmed a “market perform” rating on shares of Bristol Myers Squibb in a report on Monday, November 17th. Nine research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $60.71.

Bristol Myers Squibb Stock Performance

Shares of BMY opened at $61.61 on Wednesday. Bristol Myers Squibb Company has a 12-month low of $42.52 and a 12-month high of $63.33. The stock has a market cap of $125.48 billion, a P/E ratio of 17.86, a PEG ratio of 0.17 and a beta of 0.29. The company has a current ratio of 1.26, a quick ratio of 1.14 and a debt-to-equity ratio of 2.32. The company has a 50-day moving average of $56.50 and a two-hundred day moving average of $50.26.

Bristol Myers Squibb (NYSE:BMY) last released its quarterly earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 EPS for the quarter, missing the consensus estimate of $1.65 by ($0.39). Bristol Myers Squibb had a net margin of 14.64% and a return on equity of 69.65%. The business had revenue of $12.50 billion during the quarter, compared to analyst estimates of $12.24 billion. During the same quarter in the prior year, the company earned $1.67 earnings per share. The firm’s revenue for the quarter was up 1.3% compared to the same quarter last year. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, research analysts predict that Bristol Myers Squibb Company will post 6.74 EPS for the current fiscal year.

Bristol Myers Squibb Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Friday, January 2nd were given a dividend of $0.63 per share. The ex-dividend date of this dividend was Friday, January 2nd. This is a positive change from Bristol Myers Squibb’s previous quarterly dividend of $0.62. This represents a $2.52 annualized dividend and a yield of 4.1%. Bristol Myers Squibb’s dividend payout ratio (DPR) is 73.04%.

About Bristol Myers Squibb

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.