Leuthold Group LLC Invests $5.45 Million in Bristol Myers Squibb Company $BMY

Leuthold Group LLC bought a new position in shares of Bristol Myers Squibb Company (NYSE:BMY) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 101,025 shares of the biopharmaceutical company’s stock, valued at approximately $5,449,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Soltis Investment Advisors LLC raised its position in shares of Bristol Myers Squibb by 171.4% during the 4th quarter. Soltis Investment Advisors LLC now owns 13,301 shares of the biopharmaceutical company’s stock worth $717,000 after acquiring an additional 8,401 shares in the last quarter. Kinsale Capital Group Inc. raised its position in shares of Bristol Myers Squibb by 6.4% during the 4th quarter. Kinsale Capital Group Inc. now owns 179,364 shares of the biopharmaceutical company’s stock worth $9,675,000 after acquiring an additional 10,724 shares in the last quarter. ARS Investment Partners LLC raised its position in shares of Bristol Myers Squibb by 832.0% during the 4th quarter. ARS Investment Partners LLC now owns 199,301 shares of the biopharmaceutical company’s stock worth $10,750,000 after acquiring an additional 177,916 shares in the last quarter. Chancellor Financial Group WB LP raised its position in shares of Bristol Myers Squibb by 29.5% during the 4th quarter. Chancellor Financial Group WB LP now owns 10,984 shares of the biopharmaceutical company’s stock worth $592,000 after acquiring an additional 2,501 shares in the last quarter. Finally, May Hill Capital LLC acquired a new stake in shares of Bristol Myers Squibb during the 4th quarter worth about $362,000. Institutional investors and hedge funds own 76.41% of the company’s stock.

Key Headlines Impacting Bristol Myers Squibb

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

• Positive Sentiment: Bristol Myers Squibb’s $15.2 billion collaboration and licensing deal with Hengrui Pharma expands its pipeline with 13 early-stage programs, a major long-term growth catalyst. Bristol-Myers Strikes $15.2 Billion China Drug Deal
• Positive Sentiment: Zacks Research raised earnings estimates for FY2026, FY2027, FY2028 and several quarterly periods, suggesting improved profitability expectations for BMY. MarketBeat Bristol Myers Squibb estimates update
• Positive Sentiment: Tempus expanded its strategic collaboration with Bristol Myers Squibb to use AI and real-world data to improve clinical development success in oncology and neuroscience. Tempus expands strategic collaboration with Bristol Myers Squibb
• Positive Sentiment: Tigerlily Foundation announced a collaboration with Bristol Myers Squibb to expand clinical trial access and reduce participation barriers, supporting the company’s ESG and patient-access profile. Tigerlily Foundation collaborates with Bristol Myers Squibb
• Neutral Sentiment: Bristol Myers Squibb presented at the Bank of America Global Healthcare Conference, which is typically informational rather than a direct stock-moving event. Bristol-Myers Squibb Company presents at conference transcript
• Neutral Sentiment: Analyst commentary on BMY’s valuation and “buy, sell, or hold” status adds context, but it does not appear to be a new fundamental catalyst. Bristol-Myers Squibb buy sell or hold post Q1 earnings
• Negative Sentiment: One article highlighted a recent pullback in BMY shares, reminding investors that momentum has been uneven despite the recent rally. Bristol-Myers Squibb Stock Falls 3.9% After May 2026 Pullback

Insider Buying and Selling at Bristol Myers Squibb

In other Bristol Myers Squibb news, EVP David V. Elkins sold 30,000 shares of Bristol Myers Squibb stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $61.67, for a total value of $1,850,100.00. Following the transaction, the executive vice president directly owned 159,248 shares in the company, valued at approximately $9,820,824.16. This trade represents a 15.85% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 0.05% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. Citigroup reissued a “neutral” rating on shares of Bristol Myers Squibb in a research report on Friday, May 1st. Piper Sandler reissued an “overweight” rating and set a $75.00 target price (up from $66.00) on shares of Bristol Myers Squibb in a research report on Monday, February 23rd. Morgan Stanley reissued an “underweight” rating and set a $40.00 target price on shares of Bristol Myers Squibb in a research report on Friday, February 6th. Cantor Fitzgerald raised their target price on Bristol Myers Squibb from $45.00 to $54.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 8th. Finally, Bank of America dropped their price target on Bristol Myers Squibb from $68.00 to $67.00 and set a “buy” rating on the stock in a research note on Thursday, April 9th. Eight investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Bristol Myers Squibb has a consensus rating of “Hold” and an average price target of $61.31.

Bristol Myers Squibb Trading Up 0.5%

NYSE:BMY opened at $57.04 on Friday. The stock’s 50 day moving average price is $58.63 and its 200 day moving average price is $55.35. The company has a market capitalization of $116.48 billion, a PE ratio of 16.02, a P/E/G ratio of 0.16 and a beta of 0.26. The company has a quick ratio of 1.28, a current ratio of 1.42 and a debt-to-equity ratio of 2.10. Bristol Myers Squibb Company has a 52-week low of $42.52 and a 52-week high of $62.89.

Bristol Myers Squibb (NYSE:BMY) last released its quarterly earnings results on Thursday, April 30th. The biopharmaceutical company reported $1.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.42 by $0.16. The firm had revenue of $11.49 billion for the quarter, compared to the consensus estimate of $10.93 billion. Bristol Myers Squibb had a return on equity of 64.87% and a net margin of 15.01%.The firm’s quarterly revenue was up 2.6% compared to the same quarter last year. During the same quarter last year, the business posted $1.80 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. On average, research analysts anticipate that Bristol Myers Squibb Company will post 6.31 EPS for the current year.

Bristol Myers Squibb Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, May 1st. Shareholders of record on Thursday, April 2nd were paid a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 4.4%. The ex-dividend date was Thursday, April 2nd. Bristol Myers Squibb’s dividend payout ratio (DPR) is 70.79%.

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.