Aprio Wealth Management LLC Buys 44,125 Shares of Bristol Myers Squibb Company $BMY

Key Points

• Aprio Wealth Management boosted its stake in Bristol Myers Squibb by 586.1% in Q4, buying 44,125 shares to hold 51,654 shares worth about $2.79 million.
• EVP David V. Elkins sold 30,000 shares at an average of $61.67 (about $1.85 million), reducing his ownership by roughly 15.85%.
• BMY missed Q4 EPS ($1.26 vs. $1.65 consensus) but set FY2026 guidance of $6.05–$6.35 and declared a quarterly dividend of $0.63 (a 4.3% yield).

Aprio Wealth Management LLC boosted its stake in Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 586.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,654 shares of the biopharmaceutical company's stock after buying an additional 44,125 shares during the quarter. Aprio Wealth Management LLC's holdings in Bristol Myers Squibb were worth $2,786,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in shares of Bristol Myers Squibb by 1.4% during the fourth quarter. Vanguard Group Inc. now owns 198,727,768 shares of the biopharmaceutical company's stock valued at $10,719,376,000 after acquiring an additional 2,743,759 shares during the period. State Street Corp boosted its position in Bristol Myers Squibb by 2.0% in the third quarter. State Street Corp now owns 96,595,232 shares of the biopharmaceutical company's stock valued at $4,356,445,000 after buying an additional 1,855,238 shares in the last quarter. Dimensional Fund Advisors LP grew its stake in Bristol Myers Squibb by 11.5% during the third quarter. Dimensional Fund Advisors LP now owns 18,143,672 shares of the biopharmaceutical company's stock worth $818,105,000 after buying an additional 1,873,618 shares during the last quarter. Legal & General Group Plc increased its holdings in shares of Bristol Myers Squibb by 8.4% during the third quarter. Legal & General Group Plc now owns 17,075,743 shares of the biopharmaceutical company's stock worth $770,116,000 after buying an additional 1,317,199 shares in the last quarter. Finally, Pzena Investment Management LLC increased its holdings in shares of Bristol Myers Squibb by 0.4% during the third quarter. Pzena Investment Management LLC now owns 14,901,604 shares of the biopharmaceutical company's stock worth $672,062,000 after buying an additional 58,129 shares in the last quarter. 76.41% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Bristol Myers Squibb

In related news, EVP David V. Elkins sold 30,000 shares of Bristol Myers Squibb stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 159,248 shares in the company, valued at $9,820,824.16. This trade represents a 15.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.05% of the stock is currently owned by corporate insiders.

Key Stories Impacting Bristol Myers Squibb

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

• Positive Sentiment: BMY is being cited as a top defensive, low-volatility, high-yield holding for conservative portfolios, which supports demand from income-focused investors. Bristol-Myers Squibb Company (BMY): Favorite for Conservative Portfolios
• Positive Sentiment: Barclays reiterated a Buy on BMY, a near-term catalyst that can support the stock if positive analysts’ notes draw fresh buying interest. Bristol-Myers Squibb (BMY) Receives a Buy from Barclays
• Neutral Sentiment: Atrium Therapeutics announced it earned a $15M milestone from BMY under a cardiovascular collaboration — confirms ongoing R&D spend and pipeline partnering but is not material for BMY’s top-line. Atrium Therapeutics Earns $15 Million Milestone Payment
• Neutral Sentiment: Bernstein maintains a Hold on BMY — a reminder of mixed analyst views that can keep trading range-bound ahead of results. Bernstein Remains a Hold on Bristol-Myers Squibb (BMY)
• Negative Sentiment: Analysts and previews expect an earnings decline and flag that legacy drug declines and generic/competitive pressure could weigh on revenue — a key reason investors are cautious into Q1. Analysts Estimate Bristol Myers Squibb (BMY) to Report a Decline in Earnings
• Negative Sentiment: Seeking Alpha downgraded BMY from “Buy,” citing muted growth prospects despite a strong pipeline — sentiment that can pressure the stock if echoed by other shops. Bristol Myers Squibb: Strong Pipeline, Weak Outlook (Rating Downgrade)
• Negative Sentiment: BMY and Pfizer will make Eliquis available via Mark Cuban’s Cost Plus platform at a sharply lower transparent price — increases pricing scrutiny and could be viewed as a headwind for high-margin sales of a blockbuster drug. Bristol Myers, Pfizer Bring Eliquis to Cost Plus at $345 Monthly Business Wire: Eliquis via Mark Cuban Cost Plus

Bristol Myers Squibb Stock Performance

Shares of Bristol Myers Squibb stock opened at $58.77 on Monday. 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 has a 50 day simple moving average of $59.69 and a 200 day simple moving average of $54.22. Bristol Myers Squibb Company has a fifty-two week low of $42.52 and a fifty-two week high of $62.89. The firm has a market cap of $119.99 billion, a P/E ratio of 17.03, a P/E/G ratio of 0.17 and a beta of 0.27.

Bristol Myers Squibb (NYSE:BMY - Get Free Report) last posted 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). The firm had revenue of $12.50 billion for the quarter, compared to analyst estimates of $12.24 billion. Bristol Myers Squibb had a return on equity of 69.65% and a net margin of 14.64%.The firm's quarterly revenue was up 1.3% compared to the same quarter last year. During the same period in the prior year, the company posted $1.67 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Sell-side analysts predict that Bristol Myers Squibb Company will post 6.28 earnings per share for the current fiscal year.

Bristol Myers Squibb Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Thursday, April 2nd will be paid a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 4.3%. The ex-dividend date of this dividend is Thursday, April 2nd. Bristol Myers Squibb's dividend payout ratio is 73.04%.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on BMY shares. UBS Group reissued a "buy" rating and issued a $70.00 target price on shares of Bristol Myers Squibb in a report on Friday, March 6th. Wall Street Zen upgraded Bristol Myers Squibb from a "buy" rating to a "strong-buy" rating in a research report on Sunday, April 19th. Scotiabank reissued a "sector perform" rating and issued a $60.00 price objective (up from $53.00) on shares of Bristol Myers Squibb in a research note on Friday, January 9th. HSBC increased their target price on Bristol Myers Squibb from $53.00 to $60.00 and gave the stock a "hold" rating in a report on Tuesday, March 17th. Finally, Leerink Partners lifted their price target on Bristol Myers Squibb from $54.00 to $60.00 and gave the company an "outperform" rating in a report on Tuesday, January 13th. Eight analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Hold" and a consensus target price of $61.31.

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.

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