BI Asset Management Fondsmaeglerselskab A S Boosts Stake in Bristol Myers Squibb Company $BMY

BI Asset Management Fondsmaeglerselskab A S lifted its holdings in shares of Bristol Myers Squibb Company (NYSE:BMY) by 6.4% in the third quarter, HoldingsChannel.com reports. The firm owned 229,293 shares of the biopharmaceutical company’s stock after acquiring an additional 13,703 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Bristol Myers Squibb were worth $10,341,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. SBI Securities Co. Ltd. lifted its position in Bristol Myers Squibb by 2.7% in the third quarter. SBI Securities Co. Ltd. now owns 21,648 shares of the biopharmaceutical company’s stock valued at $976,000 after buying an additional 560 shares during the last quarter. Optimize Financial Inc acquired a new stake in shares of Bristol Myers Squibb during the third quarter valued at about $406,000. Savant Capital LLC raised its stake in shares of Bristol Myers Squibb by 6.8% in the 3rd quarter. Savant Capital LLC now owns 70,156 shares of the biopharmaceutical company’s stock valued at $3,164,000 after acquiring an additional 4,497 shares during the period. Machina Capital S.A.S. lifted its holdings in shares of Bristol Myers Squibb by 92.9% in the 3rd quarter. Machina Capital S.A.S. now owns 111,926 shares of the biopharmaceutical company’s stock worth $5,048,000 after acquiring an additional 53,890 shares during the last quarter. Finally, Post Resch Tallon Group Inc. purchased a new position in shares of Bristol Myers Squibb during the 3rd quarter worth approximately $256,000. 76.41% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts have issued reports on the company. Piper Sandler reissued an “overweight” rating and issued a $66.00 target price (up previously from $62.00) on shares of Bristol Myers Squibb in a research report on Wednesday, January 28th. The Goldman Sachs Group reiterated a “neutral” rating and issued a $57.00 price objective (up previously from $51.00) on shares of Bristol Myers Squibb in a report on Tuesday, December 2nd. Bank of America upgraded Bristol Myers Squibb from a “neutral” rating to a “buy” rating and raised their target price for the company from $52.00 to $61.00 in a report on Monday, December 15th. Citigroup reaffirmed a “neutral” rating and issued a $60.00 target price (up from $53.00) on shares of Bristol Myers Squibb in a research report on Tuesday, January 27th. Finally, UBS Group raised shares of 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 research report on Wednesday, January 7th. Seven research 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. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $57.43.

Bristol Myers Squibb Price Performance

BMY stock opened at $59.43 on Friday. The business’s 50-day moving average is $54.08 and its two-hundred day moving average is $48.92. 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 has a market capitalization of $120.99 billion, a P/E ratio of 20.08, a P/E/G ratio of 0.18 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.

Bristol Myers Squibb (NYSE:BMY) last released its earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share for the quarter, missing analysts’ consensus estimates of $1.65 by ($0.39). Bristol Myers Squibb had a return on equity of 76.53% and a net margin of 12.57%.The firm had revenue of $12.50 billion for the quarter, compared to analysts’ expectations of $12.24 billion. During the same quarter in the previous year, the company posted $1.67 earnings per share. The firm’s quarterly revenue was up 1.3% on a year-over-year basis. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Analysts anticipate that Bristol Myers Squibb Company will post 6.74 earnings per share for the current fiscal year.

Bristol Myers Squibb Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Friday, January 2nd were paid a dividend of $0.63 per share. The ex-dividend date was Friday, January 2nd. 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 4.2%. Bristol Myers Squibb’s payout ratio is presently 85.14%.

More Bristol Myers Squibb News

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

• Positive Sentiment: Company raised FY‑2026 guidance (EPS and revenue) and said 2026 results should exceed Street expectations, which investors view as a clear catalyst supporting higher valuation. Bristol Myers forecasts upbeat 2026, expecting Eliquis price cut to pay off
• Positive Sentiment: Q4 revenue topped estimates, driven by a 16% jump in the growth portfolio (notably immuno‑oncology), which helped offset declines in older drugs — a near-term earnings beat that traders rewarded. Bristol Myers Squibb (BMY) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: CEO highlighted “the richest product pipeline” in years on TV, reinforcing investor confidence in future drug launches and long‑term growth drivers. Bristol Myers Squibb CEO: Richest product pipeline we’ve had in the last decade
• Positive Sentiment: BMS expanded a multi‑year commercial supply agreement for lentiviral vectors to support CAR‑T programs — a strategic operational move that de‑risks cell/gene manufacturing and supports pipeline commercialization. OXB Signs New Multi-Year Commercial Supply Agreement with Bristol Myers Squibb
• Neutral Sentiment: Mixed earnings detail: non‑GAAP EPS beat some estimates but declined year‑over‑year; revenue was modestly up and slightly above consensus — the print is supportive but not uniformly strong across all metrics. Bristol Myers Squibb Q4 results and call materials
• Neutral Sentiment: Analysts and outlets are upbeat on the 2026 outlook and some technical “buy zone” commentary is lifting sentiment; this is momentum trading rather than new fundamental proof. Bristol Myers rises inside a buy zone on street-beating 2026 outlook
• Negative Sentiment: Legacy drugs continue to decline, pressuring margins and making the company dependent on upcoming pipeline launches and pricing actions to sustain growth. Bristol-Myers posts Q4 beat as growth portfolio offsets legacy headwinds
• Negative Sentiment: EPS is down versus the prior year (reflecting earlier one‑offs and product transitions), which keeps some investors cautious until new launches visibly contribute to the top and bottom lines. Bristol Myers Reports Q4: What Key Metrics Say

Bristol Myers Squibb 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.