BI Asset Management Fondsmaeglerselskab A S Purchases 13,703 Shares of Bristol Myers Squibb Company $BMY

BI Asset Management Fondsmaeglerselskab A S increased its position in shares of Bristol Myers Squibb Company (NYSE:BMY) by 6.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor 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 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of BMY. Gateway Investment Advisers LLC boosted its stake in shares of Bristol Myers Squibb by 10.0% during the 3rd quarter. Gateway Investment Advisers LLC now owns 113,457 shares of the biopharmaceutical company’s stock worth $5,117,000 after acquiring an additional 10,284 shares in the last quarter. CWA Asset Management Group LLC boosted its position in Bristol Myers Squibb by 25.9% during the third quarter. CWA Asset Management Group LLC now owns 150,359 shares of the biopharmaceutical company’s stock worth $6,781,000 after purchasing an additional 30,909 shares in the last quarter. Commonwealth Retirement Investments LLC grew its holdings in Bristol Myers Squibb by 24.6% in the second quarter. Commonwealth Retirement Investments LLC now owns 59,183 shares of the biopharmaceutical company’s stock valued at $2,740,000 after purchasing an additional 11,690 shares during the period. Railway Pension Investments Ltd increased its position in shares of Bristol Myers Squibb by 3.7% in the third quarter. Railway Pension Investments Ltd now owns 1,139,600 shares of the biopharmaceutical company’s stock valued at $51,396,000 after buying an additional 40,300 shares in the last quarter. Finally, Stephens Inc. AR raised its stake in shares of Bristol Myers Squibb by 13.5% during the 3rd quarter. Stephens Inc. AR now owns 273,343 shares of the biopharmaceutical company’s stock worth $12,328,000 after buying an additional 32,476 shares during the period. 76.41% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the stock. The Goldman Sachs Group reissued a “neutral” rating and issued a $57.00 price target (up previously from $51.00) on shares of Bristol Myers Squibb in a research note on Tuesday, December 2nd. UBS Group raised shares of Bristol Myers Squibb from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $46.00 to $65.00 in a research note on Wednesday, January 7th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Bristol Myers Squibb in a research note on Tuesday, October 14th. HSBC reiterated a “hold” rating and set a $53.00 price objective on shares of Bristol Myers Squibb in a research note on Wednesday, December 10th. Finally, Wall Street Zen raised Bristol Myers Squibb from a “buy” rating to a “strong-buy” rating in a report on Saturday, November 8th. Seven analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $57.43.

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 Trading Up 3.1%

Shares of Bristol Myers Squibb stock opened at $59.43 on Friday. Bristol Myers Squibb Company has a 1-year low of $42.52 and a 1-year high of $63.33. 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 stock has a market cap 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. The stock’s 50 day simple moving average is $54.08 and its 200-day simple moving average is $48.92.

Bristol Myers Squibb (NYSE:BMY) last issued its earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.65 by ($0.39). Bristol Myers Squibb had a net margin of 12.57% and a return on equity of 76.53%. The company had revenue of $12.50 billion during the quarter, compared to analysts’ expectations of $12.24 billion. During the same quarter in the previous year, the company earned $1.67 earnings per share. The firm’s quarterly revenue 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. Analysts predict that Bristol Myers Squibb Company will post 6.74 EPS 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. Shareholders of record on Friday, January 2nd were issued a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 4.2%. 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 (DPR) is presently 85.14%.

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.