Bristol Myers Squibb Company $BMY Shares Acquired by Banco Santander S.A.

Banco Santander S.A. increased its position in shares of Bristol Myers Squibb Company (NYSE:BMY) by 108.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 503,925 shares of the biopharmaceutical company’s stock after purchasing an additional 262,372 shares during the quarter. Banco Santander S.A.’s holdings in Bristol Myers Squibb were worth $22,727,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in BMY. Vanguard Group Inc. lifted its position in shares of Bristol Myers Squibb by 0.5% in the 3rd quarter. Vanguard Group Inc. now owns 195,984,009 shares of the biopharmaceutical company’s stock worth $8,838,879,000 after buying an additional 1,058,803 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in Bristol Myers Squibb by 16.8% in 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 acquiring an additional 10,195,775 shares during the last quarter. Geode Capital Management LLC boosted its stake in Bristol Myers Squibb by 1.6% in the second quarter. Geode Capital Management LLC now owns 46,176,690 shares of the biopharmaceutical company’s stock valued at $2,132,976,000 after acquiring an additional 723,459 shares during the period. Norges Bank bought a new position in shares of Bristol Myers Squibb during the second quarter valued at approximately $1,554,154,000. Finally, Ameriprise Financial Inc. grew its holdings in shares of Bristol Myers Squibb by 1.3% during the second quarter. Ameriprise Financial Inc. now owns 32,579,618 shares of the biopharmaceutical company’s stock valued at $1,508,099,000 after purchasing an additional 432,158 shares during the last quarter. 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: 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

Wall Street Analyst Weigh In

A number of research firms recently issued reports on BMY. Barclays assumed coverage on Bristol Myers Squibb in a research report on Thursday, February 19th. They set an “overweight” rating and a $75.00 price objective for the company. Truist Financial set a $65.00 price target on shares of Bristol Myers Squibb in a research report on Wednesday, December 3rd. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Bristol Myers Squibb in a report on Monday, November 24th. HSBC reissued a “hold” rating and set a $53.00 target price on shares of Bristol Myers Squibb in a research note on Wednesday, December 10th. Finally, Royal Bank Of Canada initiated coverage on shares of Bristol Myers Squibb in a research note on Tuesday. They issued a “sector perform” rating and a $60.00 price target on the stock. Nine investment 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, the company currently has a consensus rating of “Hold” and a consensus target price of $60.71.

Bristol Myers Squibb Stock Down 0.3%

Bristol Myers Squibb stock opened at $61.10 on Friday. Bristol Myers Squibb Company has a 52 week low of $42.52 and a 52 week high of $63.33. The stock has a market cap of $124.43 billion, a price-to-earnings ratio of 17.71, a PEG ratio of 0.17 and a beta of 0.29. The company’s 50-day moving average price is $56.81 and its two-hundred day moving average price is $50.41. The company has a current ratio of 1.26, a quick ratio of 1.14 and a debt-to-equity ratio of 2.32.

Bristol Myers Squibb (NYSE:BMY) last issued its quarterly 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 69.65% and a net margin of 14.64%.The company had revenue of $12.50 billion during the quarter, compared to analyst estimates of $12.24 billion. During the same period in the prior year, the company posted $1.67 earnings per share. The company’s 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. On average, analysts expect that Bristol Myers Squibb Company will post 6.74 EPS for the current fiscal year.

Bristol Myers Squibb Increases Dividend

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

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.