Bristol Myers Squibb Company $BMY Shares Bought by Generali Asset Management SPA SGR

Key Points

• Generali Asset Management SPA SGR increased its stake in Bristol Myers Squibb by 7.4% in Q4, acquiring an additional 17,840 shares to own 260,127 shares valued at about $14.03 million.
• Bristol Myers beat Q1 expectations with $1.58 EPS (vs. $1.42 est.) and $11.49 billion in revenue (vs. $10.93B est.), and issued FY2026 guidance of $6.05–6.35 EPS (analysts forecast $6.29).
• The stock yields 4.5% (quarterly $0.63, $2.52 annualized), has a market cap near $114.7 billion and a P/E of 15.8, and carries an average analyst rating of "Hold" with a $61.31 target.

Generali Asset Management SPA SGR raised its stake in Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 7.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 260,127 shares of the biopharmaceutical company's stock after acquiring an additional 17,840 shares during the quarter. Generali Asset Management SPA SGR's holdings in Bristol Myers Squibb were worth $14,031,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its stake in shares of Bristol Myers Squibb by 1.4% during the 4th quarter. Vanguard Group Inc. now owns 198,727,768 shares of the biopharmaceutical company's stock worth $10,719,376,000 after buying an additional 2,743,759 shares during the period. State Street Corp raised its stake in shares of Bristol Myers Squibb by 2.0% during the 3rd quarter. State Street Corp now owns 96,595,232 shares of the biopharmaceutical company's stock worth $4,356,445,000 after buying an additional 1,855,238 shares during the period. Dimensional Fund Advisors LP raised its stake in shares of Bristol Myers Squibb by 11.5% during the 3rd 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 period. Legal & General Group Plc raised its stake in shares of Bristol Myers Squibb by 8.4% during the 3rd 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 during the period. Finally, Pzena Investment Management LLC raised its stake in shares of Bristol Myers Squibb by 0.4% during the 3rd 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 during the period. 76.41% of the stock is owned by institutional investors and hedge funds.

Bristol Myers Squibb Stock Down 0.7%

Shares of BMY opened at $56.18 on Friday. The company has a debt-to-equity ratio of 2.10, a quick ratio of 1.28 and a current ratio of 1.42. Bristol Myers Squibb Company has a one year low of $42.52 and a one year high of $62.89. The stock has a market capitalization of $114.73 billion, a price-to-earnings ratio of 15.78, a PEG ratio of 0.16 and a beta of 0.26. The stock has a 50 day moving average price of $59.28 and a 200 day moving average price of $54.91.

Bristol Myers Squibb (NYSE:BMY - Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The biopharmaceutical company reported $1.58 EPS for the quarter, topping the consensus estimate of $1.42 by $0.16. Bristol Myers Squibb had a return on equity of 64.87% and a net margin of 15.01%.The firm had revenue of $11.49 billion during the quarter, compared to analysts' expectations of $10.93 billion. During the same period in the previous year, the business earned $1.80 earnings per share. The firm's revenue for the quarter was up 2.6% on a year-over-year basis. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Equities research analysts forecast that Bristol Myers Squibb Company will post 6.29 earnings per share for the current fiscal 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 issued a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 4.5%. The ex-dividend date was Thursday, April 2nd. Bristol Myers Squibb's dividend payout ratio is presently 70.79%.

Key Stories Impacting Bristol Myers Squibb

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

• Positive Sentiment: Zacks (covered on Yahoo Finance) highlights BMY as a top value stock for long‑term investors, emphasizing attractive style scores and dividend appeal that support buy‑and‑hold interest. Why Bristol Myers Squibb (BMY) is a Top Value Stock for the Long-Term
• Positive Sentiment: BMY is named in reports about BioNTech expanding pivotal oncology trials done in collaboration with Bristol Myers Squibb—this pipeline activity can boost long‑term revenue potential if trials progress. BioNTech Expands Oncology Trials And Reshapes Manufacturing As Investors Weigh Upside
• Positive Sentiment: BMY will participate at the Bank of America Securities Healthcare Conference, giving management a forum to reinforce guidance, pipeline timelines and commercialization plans—an opportunity to reassure investors. Bristol Myers Squibb to Participate in the Bank of America Securities Healthcare Conference 2026
• Neutral Sentiment: BMY launched a nationwide "Won't Lose" World Cup‑focused patient campaign to raise brand awareness; marketing may aid long‑term patient engagement but has limited immediate earnings impact. Bristol Myers Squibb World Cup Push Meets Valuation And Earnings Questions
• Neutral Sentiment: Analysts’ Q1 call questions (MSN recap) show market attention on growth drivers and margin dynamics—such scrutiny can amplify short‑term volatility even when fundamentals are intact. Bristol-Myers Squibb’s Q1 earnings call: Our top 5 analyst questions
• Neutral Sentiment: Commentary questioning whether BMY still offers value after a ~25% one‑year share gain highlights investor debate over valuation vs. yield; this may encourage profit taking. Is Bristol Myers Squibb (BMY) Offering Value After A 25.7% One Year Share Price Gain

Analyst Ratings Changes

BMY has been the subject of several research analyst reports. Guggenheim reaffirmed a "buy" rating and set a $72.00 target price on shares of Bristol Myers Squibb in a research note on Wednesday, April 8th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Bristol Myers Squibb in a research note on Monday, March 23rd. HSBC upped their target price on Bristol Myers Squibb from $53.00 to $60.00 and gave the stock a "hold" rating in a research note on Tuesday, March 17th. Morgan Stanley reaffirmed an "underweight" rating and set a $40.00 target price on shares of Bristol Myers Squibb in a research note on Friday, February 6th. Finally, Piper Sandler reaffirmed an "overweight" rating and set a $75.00 target price (up from $66.00) on shares of Bristol Myers Squibb in a research note on Monday, February 23rd. Eight analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Hold" and an average target price of $61.31.

Insider Transactions at Bristol Myers Squibb

In other Bristol Myers Squibb news, EVP David V. Elkins sold 30,000 shares of the company's stock in a transaction 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 completion of the sale, the executive vice president directly owned 159,248 shares in the company, valued at $9,820,824.16. This represents a 15.85% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 0.05% of the stock is currently owned by insiders.

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.

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