Quilter Plc Lowers Stock Holdings in Bristol Myers Squibb Company $BMY

Quilter Plc lowered its position in Bristol Myers Squibb Company (NYSE:BMY) by 26.5% during the 4th quarter, Holdings Channel reports. The firm owned 30,652 shares of the biopharmaceutical company’s stock after selling 11,025 shares during the quarter. Quilter Plc’s holdings in Bristol Myers Squibb were worth $1,653,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Man Group plc lifted its position in shares of Bristol Myers Squibb by 280.4% during the second quarter. Man Group plc now owns 7,465,845 shares of the biopharmaceutical company’s stock valued at $345,594,000 after buying an additional 5,503,391 shares during the last quarter. Two Sigma Investments LP increased its position in shares of Bristol Myers Squibb by 530.6% in the 3rd quarter. Two Sigma Investments LP now owns 5,453,357 shares of the biopharmaceutical company’s stock valued at $245,946,000 after acquiring an additional 4,588,601 shares during the period. Van ECK Associates Corp raised its stake in shares of Bristol Myers Squibb by 67.8% in the third quarter. Van ECK Associates Corp now owns 9,859,915 shares of the biopharmaceutical company’s stock worth $444,682,000 after purchasing an additional 3,982,439 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in shares of Bristol Myers Squibb by 31.1% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 14,833,977 shares of the biopharmaceutical company’s stock valued at $669,012,000 after acquiring an additional 3,522,696 shares during the last quarter. Finally, AQR Capital Management LLC boosted its holdings in Bristol Myers Squibb by 56.0% in the third quarter. AQR Capital Management LLC now owns 9,463,981 shares of the biopharmaceutical company’s stock valued at $426,352,000 after purchasing an additional 3,396,041 shares during the last quarter. Hedge funds and other 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‑3 data for Camzyos in the SCOUT‑HCM adolescent trial could expand the label and support longer‑term revenue upside. SCOUT‑HCM Trial Results
• Positive Sentiment: Janux Therapeutics triggered a $35M milestone under its collaboration with BMY by nominating a development candidate — near‑term cash and partner validation for BMY’s partnered R&D. Janux Milestone
• Positive Sentiment: Unusually large call‑option activity (~66,900 calls) signals speculative bullish positioning by traders anticipating upside moves. Call Option Activity
• Positive Sentiment: Analyst pieces and screens highlight BMY’s history of earnings surprises and argue the company has components that could support an earnings beat next quarter — a sentiment tailwind if results improve. Zacks Coverage
• Neutral Sentiment: Market estimates and long‑term market studies (e.g., HNSCC market growth to ~ $4.5B by 2034) provide attractive addressable‑market context but aren’t immediate catalysts. HNSCC Market Outlook
• Neutral Sentiment: Brokerage consensus remains centered on a “Hold” and the street target (~$61.41) is close to the current price — keeps upside expectations measured. Analyst Consensus
• Negative Sentiment: Insider selling: EVP David V. Elkins sold 30,000 shares at about $61.67 on April 1 (Form 4), trimming his stake ~15.9% — investors sometimes read executive sales as a near‑term negative signal. Insider Form 4
• Negative Sentiment: Sector risk: reports that the U.S. may consider heavy tariffs (up to 100%) on branded/patented drug imports sparked broad healthcare selling and pressured BMY along with peers. Tariffs / Sector Selloff
• Negative Sentiment: Recent quarterly results showed an EPS miss (Feb. 5), which keeps investor focus on near‑term profitability despite FY‑26 guidance; that remains a headwind until earnings execution improves. Earnings Recap

Analysts Set New Price Targets

BMY has been the subject of several recent analyst reports. HSBC lifted their price target on Bristol Myers Squibb from $53.00 to $60.00 and gave the company a “hold” rating in a research note on Tuesday, March 17th. Barclays assumed coverage on shares of Bristol Myers Squibb in a research note on Thursday, February 19th. They issued an “overweight” rating and a $75.00 price target on the stock. Leerink Partners boosted their price objective on Bristol Myers Squibb from $54.00 to $60.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 13th. Scotiabank restated a “sector perform” rating and set a $60.00 price target (up from $53.00) on shares of Bristol Myers Squibb in a report on Friday, January 9th. Finally, UBS Group reissued a “buy” rating and set a $70.00 price objective on shares of Bristol Myers Squibb in a research report on Friday, March 6th. Nine research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $61.41.

Bristol Myers Squibb Trading Down 0.0%

BMY opened at $59.57 on Monday. The company has a debt-to-equity ratio of 2.32, a quick ratio of 1.14 and a current ratio of 1.26. Bristol Myers Squibb Company has a one year low of $42.52 and a one year high of $62.89. The company has a market cap of $121.63 billion, a P/E ratio of 17.27, a PEG ratio of 0.17 and a beta of 0.27. The business’s 50-day simple moving average is $59.37 and its 200-day simple moving average is $52.75.

Bristol Myers Squibb (NYSE:BMY) last posted its earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 EPS for the quarter, missing analysts’ consensus estimates of $1.65 by ($0.39). The company had revenue of $12.50 billion during the quarter, compared to analysts’ expectations of $12.24 billion. Bristol Myers Squibb had a net margin of 14.64% and a return on equity of 69.65%. The company’s quarterly revenue was up 1.3% on a year-over-year basis. During the same period last year, the business earned $1.67 earnings per share. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, equities research analysts expect that Bristol Myers Squibb Company will post 6.74 EPS for the current fiscal year.

Bristol Myers Squibb Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.63 per share. The ex-dividend date is Thursday, April 2nd. This represents a $2.52 dividend on an annualized basis and a yield of 4.2%. Bristol Myers Squibb’s dividend payout ratio is presently 73.04%.

Insider Buying and Selling

In other Bristol Myers Squibb news, EVP David V. Elkins sold 30,000 shares of the business’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $61.67, for a total transaction of $1,850,100.00. Following the transaction, the executive vice president owned 159,248 shares in the company, valued at approximately $9,820,824.16. The trade was a 15.85% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 0.09% of the stock is currently owned by insiders.

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.