National Pension Service Buys 46,936 Shares of Bristol Myers Squibb Company $BMY

National Pension Service grew its stake in Bristol Myers Squibb Company (NYSE:BMY) by 0.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,578,135 shares of the biopharmaceutical company’s stock after acquiring an additional 46,936 shares during the period. National Pension Service’s holdings in Bristol Myers Squibb were worth $321,412,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. Swiss RE Ltd. purchased a new stake in shares of Bristol Myers Squibb in the fourth quarter valued at approximately $25,000. Darwin Wealth Management LLC purchased a new position in Bristol Myers Squibb during the 2nd quarter worth $25,000. Davis Asset Management L.P. bought a new stake in Bristol Myers Squibb during the 2nd quarter valued at $27,000. Bayban purchased a new stake in shares of Bristol Myers Squibb in the 4th quarter worth $31,000. Finally, Addison Advisors LLC purchased a new stake in shares of Bristol Myers Squibb in the 2nd quarter worth $32,000. 76.41% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Bristol Myers Squibb news, SVP Phil M. Holzer sold 500 shares of the firm’s stock in a transaction that occurred on Tuesday, August 25th. The shares were sold at an average price of $67.50, for a total value of $33,750.00. Following the completion of the sale, the senior vice president directly owned 16,862 shares in the company, valued at $1,138,185. This trade represents a 2.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.05% of the stock is owned by insiders.

Key Bristol Myers Squibb News

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

• Positive Sentiment: Promising arlo-cel multiple myeloma results: Bristol Myers reported positive topline results from the registrational Phase 2 QUINTESSENTIAL trial of arlocabtagene autoleucel, or arlo-cel, a potential first-in-class GPRC5D-directed CAR-T therapy. The results could strengthen BMY’s position in heavily pretreated multiple myeloma and expand its growth pipeline. Bristol Myers Squibb Announces Positive Topline Results from Registrational Phase 2 QUINTESSENTIAL Trial
• Positive Sentiment: Pipeline diversification opportunity: Analysts characterized the arlo-cel data as a potentially important addition to Bristol Myers’ cell-therapy portfolio. Success could eventually provide another commercial product to offset patent-expiration and competitive pressures affecting parts of the company’s existing portfolio. Will the Recent Pipeline Progress Boost BMY’s Portfolio Expansion?
• Neutral Sentiment: SOTYKTU growth potential: An industry report sees additional opportunities for BMY’s SOTYKTU in earlier-line treatment, injection-averse patients and new immune-mediated indications. The report is commercially supportive but does not represent a new company announcement or regulatory approval. SOTYKTU Clinical, Regulatory and Commercial Intelligence Report 2026
• Negative Sentiment: CAR-T safety concerns are weighing on the sector: Novartis paused eight experimental CAR-T trials after three patient deaths linked to severe immune reactions. Although the issue involves Novartis, it may increase investor scrutiny of cell-therapy safety, development costs and regulatory risks for BMY’s arlo-cel program. Could Bristol-Myers Squibb Outperform Novartis as CAR-T Safety Concerns Shake the Sector?
• Negative Sentiment: Investors initially sold the news: Reports indicate BMY shares moved lower despite the arlo-cel trial success, suggesting investors may be taking profits or focusing on unanswered questions around safety, approval timing and the therapy’s eventual commercial potential. Bristol-Myers Squibb Stock Heads Into the Open After a 3.2 Percent Drop

Bristol Myers Squibb Price Performance

Shares of BMY stock opened at $64.46 on Thursday. Bristol Myers Squibb Company has a 1-year low of $42.52 and a 1-year high of $68.64. The stock’s 50-day moving average is $63.39 and its 200 day moving average is $60.03. The company has a market cap of $131.68 billion, a P/E ratio of 14.20, a PEG ratio of 0.31 and a beta of 0.23. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.53 and a quick ratio of 1.38.

Bristol Myers Squibb (NYSE:BMY) last announced its earnings results on Thursday, July 30th. The biopharmaceutical company reported $2.04 EPS for the quarter, topping analysts’ consensus estimates of $1.60 by $0.44. The business had revenue of $12.97 billion during the quarter, compared to the consensus estimate of $11.74 billion. Bristol Myers Squibb had a net margin of 18.87% and a return on equity of 66.90%. The firm’s revenue was up 5.7% on a year-over-year basis. During the same period in the previous year, the company posted $1.46 earnings per share. Bristol Myers Squibb has set its FY 2026 guidance at 6.750-7.000 EPS. Research analysts predict that Bristol Myers Squibb Company will post 6.95 earnings per share for the current fiscal year.

Bristol Myers Squibb Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, August 3rd. Investors of record on Thursday, July 2nd were paid a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 3.9%. The ex-dividend date was Thursday, July 2nd. Bristol Myers Squibb’s payout ratio is 55.51%.

Analysts Set New Price Targets

Several brokerages have recently commented on BMY. Sanford C. Bernstein upgraded Bristol Myers Squibb from a “market perform” rating to an “outperform” rating in a research note on Wednesday, August 5th. Weiss Ratings raised shares of Bristol Myers Squibb from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, August 18th. Roth Capital began coverage on shares of Bristol Myers Squibb in a report on Wednesday, August 5th. They issued a “buy” rating and a $75.00 price target for the company. Jefferies Financial Group cut shares of Bristol Myers Squibb from a “buy” rating to a “hold” rating in a research report on Wednesday, August 5th. Finally, Bank of America dropped their price objective on shares of Bristol Myers Squibb from $67.00 to $66.00 and set a “buy” rating on the stock in a research note on Friday, July 10th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $66.06.

Bristol Myers Squibb Company Profile

Bristol Myers Squibb is a global biopharmaceutical company that discovers, develops and commercializes prescription medicines. Its portfolio includes therapies for cancer, blood disorders, cardiovascular disease, immune-mediated conditions and psychiatric disorders. Key products include Opdivo and Yervoy for oncology, Eliquis for reducing the risk of stroke and systemic embolism, Revlimid for certain blood cancers, and several other specialty medicines.

The company serves patients and healthcare providers in markets around the world, with operations and commercial activities spanning North America, Europe, Asia-Pacific and other international regions.