Bristol Myers Squibb Company $BMY Shares Acquired by Mufg Securities Americas Inc.

Mufg Securities Americas Inc. lifted its holdings in Bristol Myers Squibb Company (NYSE:BMY) by 21.7% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 54,888 shares of the biopharmaceutical company’s stock after purchasing an additional 9,785 shares during the period. Mufg Securities Americas Inc.’s holdings in Bristol Myers Squibb were worth $2,475,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. Darwin Wealth Management LLC acquired a new position in shares of Bristol Myers Squibb in the second quarter worth $25,000. Harbor Capital Advisors Inc. boosted its holdings in Bristol Myers Squibb by 107.2% in the third quarter. Harbor Capital Advisors Inc. now owns 605 shares of the biopharmaceutical company’s stock valued at $27,000 after purchasing an additional 313 shares during the period. Total Investment Management Inc. acquired a new position in Bristol Myers Squibb during the 2nd quarter worth $38,000. Twin Peaks Wealth Advisors LLC purchased a new stake in Bristol Myers Squibb during the 2nd quarter worth about $40,000. Finally, Mark Sheptoff Financial Planning LLC raised its position in Bristol Myers Squibb by 233.3% in the 2nd quarter. Mark Sheptoff Financial Planning LLC now owns 1,000 shares of the biopharmaceutical company’s stock valued at $46,000 after purchasing an additional 700 shares in the last quarter. 76.41% of the stock is currently owned by institutional investors and hedge funds.

Bristol Myers Squibb News Summary

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

• Positive Sentiment: FDA accepted the NDA for iberdomide in relapsed/refractory multiple myeloma and granted Priority Review and Breakthrough Therapy designation — a fast regulatory path that could add a new oral therapy to BMY’s oncology franchise and materially boost future revenue if approved. FDA Accepts Bristol Myers Squibb (BMY) NDA for Iberdomide With Priority Review
• Positive Sentiment: Positive top-line registrational Phase 2 results for luspatercept in adults with alpha‑thalassemia — successful data supports a potential label expansion (new indication) and adds to the company’s near-term pipeline value. Bristol Myers Squibb Announces Positive Top-Line Results from Registrational Phase 2 Study of Luspatercept in Adults with Alpha (α)-Thalassemia
• Positive Sentiment: Barclays initiated coverage with an Overweight rating and $75 price target, highlighting pipeline potential and supporting higher analyst sentiment and buy-side interest. Barclays Initiates Bristol Myers (BMY) with Overweight Rating on Pipeline Potential
• Neutral Sentiment: Market commentary and valuation pieces are re‑rating BMY as investors digest the clinical/regulatory wins — these articles analyze upside and valuation multiples but don’t add immediate cash-flow changes. Assessing Bristol Myers Squibb (BMY) Valuation After Key Multiple Myeloma And Alpha Thalassemia Updates
• Neutral Sentiment: BMY will present at the TD Cowen Health Care Conference — an opportunity for management to update investors on pipeline timelines and commercial plans; typically a catalyst for guidance clarity but not an immediate earnings event. Bristol Myers Squibb to Participate in the TD Cowen 46th Annual Health Care Conference
• Negative Sentiment: Analysts and coverage notes continue to flag a looming patent/exclusivity cliff for some key products — a structural risk that could pressure revenue beyond the near-term pipeline gains. Barclays Initiates Bristol Myers (BMY) with Overweight Rating on Pipeline Potential

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Guggenheim restated a “buy” rating and set a $72.00 target price (up from $62.00) on shares of Bristol Myers Squibb in a research note on Friday, February 6th. UBS Group raised shares of Bristol Myers Squibb from a “neutral” rating to a “buy” rating and increased their price objective for the company from $46.00 to $65.00 in a research report on Wednesday, January 7th. BMO Capital Markets restated a “market perform” rating on shares of Bristol Myers Squibb in a report on Monday, November 17th. Barclays started coverage on shares of Bristol Myers Squibb in a research note on Thursday, February 19th. They set an “overweight” rating and a $75.00 target price for the company. Finally, Wells Fargo & Company restated an “outperform” rating and issued a $60.00 price target (up from $55.00) on shares of Bristol Myers Squibb in a research note on Friday, February 6th. Nine analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $60.71.

Bristol Myers Squibb Trading Up 0.6%

NYSE BMY opened at $61.61 on Wednesday. Bristol Myers Squibb Company has a 12 month low of $42.52 and a 12 month high of $63.33. The company has a market capitalization of $125.48 billion, a price-to-earnings ratio of 17.86, a price-to-earnings-growth ratio of 0.17 and a beta of 0.29. The company has a debt-to-equity ratio of 2.32, a current ratio of 1.26 and a quick ratio of 1.14. The firm’s fifty day moving average price is $56.50 and its 200 day moving average price is $50.26.

Bristol Myers Squibb (NYSE:BMY) last released its quarterly earnings data 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 14.64% and a return on equity of 69.65%. The company had revenue of $12.50 billion during the quarter, compared to analyst estimates of $12.24 billion. During the same quarter in the prior year, the company earned $1.67 EPS. The business’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, sell-side analysts expect 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 disclosed a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Friday, January 2nd were paid a $0.63 dividend. 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 yield of 4.1%. The ex-dividend date was Friday, January 2nd. Bristol Myers Squibb’s dividend payout ratio (DPR) is presently 73.04%.

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.