Mitsubishi UFJ Asset Management Co. Ltd. Has $204.06 Million Stake in Bristol Myers Squibb Company $BMY

Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of Bristol Myers Squibb Company (NYSE:BMY) by 6.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,524,703 shares of the biopharmaceutical company’s stock after buying an additional 267,672 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.22% of Bristol Myers Squibb worth $204,064,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of BMY. Darwin Wealth Management LLC acquired a new stake in Bristol Myers Squibb in the second quarter worth $25,000. Harbor Capital Advisors Inc. grew its holdings in shares of Bristol Myers Squibb by 107.2% in 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. Total Investment Management Inc. bought a new stake in shares of Bristol Myers Squibb in the 2nd quarter valued at $38,000. Twin Peaks Wealth Advisors LLC acquired a new stake in Bristol Myers Squibb during the 2nd quarter worth $40,000. Finally, Mark Sheptoff Financial Planning LLC lifted its holdings in Bristol Myers Squibb by 233.3% during the second quarter. Mark Sheptoff Financial Planning LLC now owns 1,000 shares of the biopharmaceutical company’s stock worth $46,000 after acquiring an additional 700 shares in the last quarter. 76.41% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have issued reports on BMY. UBS Group upgraded Bristol Myers Squibb from a “neutral” rating to a “buy” rating and increased their price target for the stock from $46.00 to $65.00 in a report on Wednesday, January 7th. Scotiabank reiterated a “sector perform” rating and issued a $60.00 price objective (up from $53.00) on shares of Bristol Myers Squibb in a research report on Friday, January 9th. Guggenheim restated a “buy” rating and set a $72.00 target price (up from $62.00) on shares of Bristol Myers Squibb in a report on Friday, February 6th. Citigroup upped their price target on shares of Bristol Myers Squibb from $60.00 to $64.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Finally, Bank of America raised shares of Bristol Myers Squibb from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $52.00 to $61.00 in a research report on Monday, December 15th. Nine analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $60.71.

Key Headlines Impacting Bristol Myers Squibb

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

• Positive Sentiment: Positive Phase III interim topline results reported for izalontamab brengitecan (Iza‑bren) in previously treated unresectable locally advanced/metastatic triple‑negative breast cancer — a potentially high-value ADC Bristol Myers licensed from China that management has flagged as central to future growth. This outcome materially de‑riskes a late‑stage asset that could drive long‑term revenue and milestone upside. SystImmune and Bristol Myers Squibb Highlight Positive Phase III Interim Topline Results for izalontamab brengitecan (Iza‑bren)
• Positive Sentiment: Clinical pipeline progress beyond Iza‑bren: BMY advanced a pediatric lymphoma combination study, signaling additional, smaller near‑term clinical catalysts and “quiet upside” opportunities that can support incremental valuation gains if data readouts continue to be constructive. Bristol‑Myers Squibb Advances Pediatric Lymphoma Combo
• Neutral Sentiment: Positive press pieces from stock‑style outlets (Zacks) highlight BMY as a value and momentum name, which may attract different investor audiences but do not represent new company fundamentals or catalysts. Bristol Myers Squibb (BMY) is a Top‑Ranked Momentum Stock
• Negative Sentiment: RBC Capital initiated coverage with a Sector Perform rating and a $60 price target — slightly below current levels — which can temper upside from momentum traders and suggests limited near‑term upside in RBC’s view. RBC Capital Initiates Bristol Myers with $60 Target
• Negative Sentiment: Recent quarterly results showed an EPS miss (Q4 EPS $1.26 vs. $1.65 expected) despite a slight revenue beat; management set FY2026 EPS guidance of $6.05–$6.35. The earnings miss and the still‑high leverage (debt/equity ~2.3) remain near‑term headwinds that can pressure the stock until growth visibility improves. Bristol Myers Squibb – recent earnings and metrics

Bristol Myers Squibb Price Performance

Shares of BMY opened at $61.10 on Friday. The company has a quick ratio of 1.14, a current ratio of 1.26 and a debt-to-equity ratio of 2.32. Bristol Myers Squibb Company has a twelve month low of $42.52 and a twelve month high of $63.33. The stock has a market capitalization of $124.43 billion, a P/E ratio of 17.71, a P/E/G ratio of 0.17 and a beta of 0.29. The company has a 50 day moving average of $56.81 and a 200-day moving average of $50.41.

Bristol Myers Squibb (NYSE:BMY) last announced its 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). The business had revenue of $12.50 billion for the quarter, compared to analyst estimates of $12.24 billion. Bristol Myers Squibb had a return on equity of 69.65% and a net margin of 14.64%.The business’s revenue for the quarter was up 1.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.67 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, equities research analysts forecast that Bristol Myers Squibb Company will post 6.74 EPS for the current fiscal year.

Bristol Myers Squibb Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Friday, January 2nd were issued a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 4.1%. The ex-dividend date was Friday, January 2nd. This is a positive change from Bristol Myers Squibb’s previous quarterly dividend of $0.62. Bristol Myers Squibb’s dividend payout ratio 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.