Mitsubishi UFJ Asset Management Co. Ltd. Boosts Stock Holdings in Bristol Myers Squibb Company $BMY

Key Points

• Mitsubishi UFJ Asset Management raised its stake in Bristol Myers Squibb by 5.2% in Q4 to 4,758,630 shares (about 0.23% of the company), valued at roughly $254.4 million.
• Bristol Myers Squibb beat Q1 estimates with EPS of $1.58 (vs. $1.42 est.) and revenue of $11.49B (vs. $10.93B), set FY2026 guidance of $6.05–$6.35 EPS, and pays a $0.63 quarterly dividend (~4.4% yield).
• Market context is mixed: institutional investors own ~76.4% of the stock, analysts have a consensus "Hold" with a $61.31 target, and an EVP disclosed the sale of 30,000 shares.

Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 5.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,758,630 shares of the biopharmaceutical company's stock after acquiring an additional 233,927 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.23% of Bristol Myers Squibb worth $254,396,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in BMY. Darwin Wealth Management LLC acquired a new stake in Bristol Myers Squibb during the 2nd quarter valued at $25,000. Physician Wealth Advisors Inc. grew its holdings in Bristol Myers Squibb by 73.5% during the 4th quarter. Physician Wealth Advisors Inc. now owns 477 shares of the biopharmaceutical company's stock valued at $26,000 after purchasing an additional 202 shares in the last quarter. EQ Wealth Advisors LLC acquired a new stake in Bristol Myers Squibb during the 4th quarter valued at $32,000. KERR FINANCIAL PLANNING Corp acquired a new stake in Bristol Myers Squibb during the 3rd quarter valued at $35,000. Finally, Garner Asset Management Corp acquired a new stake in Bristol Myers Squibb during the 4th quarter valued at $35,000. Institutional investors and hedge funds own 76.41% of the company's stock.

Trending Headlines about Bristol Myers Squibb

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

• Positive Sentiment: Bristol Myers launched a global "Won't Lose" media campaign ahead of the FIFA World Cup 2026 — a brand/awareness push that investors may view as supportive for long‑term patient/brand engagement. Bristol Myers Squibb Launches “Won't-Lose” Media Campaign
• Positive Sentiment: Slimming COVID tailwinds but continued product momentum across peers: Pfizer beat Q1 estimates and reaffirmed guidance, which supports healthcare-sector sentiment and can help lift large-cap pharma multiples. Pfizer Beats Earnings Estimates. The Drugmaker Is Finding Life After Covid.
• Neutral Sentiment: Zacks reports heightened investor attention in BMY—useful as a gauge of retail/analyst focus but not a direct fundamental change. Bristol Myers Squibb Company (BMY) is Attracting Investor Attention
• Neutral Sentiment: Broader biotech restructuring: BioNTech is cutting ~22% of its workforce as it refocuses post‑COVID — a sector data point on how companies are adjusting, but not directly tied to BMY’s pipeline. BioNTech to Slash 22% of Workforce
• Negative Sentiment: Clinical setback for BMY’s franchise: Cytokinetics reported positive results for its myosin inhibitor in non-obstructive hypertrophic cardiomyopathy, a success where Bristol Myers’ Camzyos previously failed—this opens a large market opportunity for the rival and increases competitive risk to BMY’s heart‑failure strategy. Cytokinetics heart drug scores in closely watched trial
• Negative Sentiment: Analyst stance unchanged: Scotiabank maintained a Hold rating on BMY, signaling no immediate upgrade catalyst from that firm and limiting upside from analyst momentum. Scotiabank Sticks to Their Hold Rating for Bristol-Myers Squibb (BMY)

Bristol Myers Squibb Price Performance

Shares of BMY stock opened at $56.94 on Wednesday. The firm has a market cap of $116.28 billion, a P/E ratio of 15.99, a P/E/G ratio of 0.16 and a beta of 0.26. The company has a debt-to-equity ratio of 2.10, a current ratio of 1.42 and a quick ratio of 1.28. Bristol Myers Squibb Company has a 1-year low of $42.52 and a 1-year high of $62.89. The firm has a fifty day moving average of $59.48 and a two-hundred day moving average of $54.72.

Bristol Myers Squibb (NYSE:BMY - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The biopharmaceutical company reported $1.58 earnings per share for the quarter, topping the consensus estimate of $1.42 by $0.16. The company had revenue of $11.49 billion during the quarter, compared to analyst estimates of $10.93 billion. Bristol Myers Squibb had a net margin of 15.01% and a return on equity of 64.87%. The firm's revenue for the quarter was up 2.6% compared to the same quarter last year. During the same period last year, the business earned $1.80 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, research analysts anticipate that Bristol Myers Squibb Company will post 6.29 earnings per share for the current fiscal year.

Bristol Myers Squibb Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Thursday, April 2nd were given a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.4%. The ex-dividend date was Thursday, April 2nd. Bristol Myers Squibb's dividend payout ratio (DPR) is presently 70.79%.

Insider Activity

In other news, EVP David V. Elkins sold 30,000 shares of the firm's stock in a transaction dated Wednesday, April 1st. The shares were 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 transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 0.05% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. Barclays assumed coverage on shares of Bristol Myers Squibb in a report on Thursday, February 19th. They set an "overweight" rating and a $75.00 price target for the company. UBS Group reaffirmed a "buy" rating and set a $70.00 price target on shares of Bristol Myers Squibb in a report on Friday, March 6th. Cantor Fitzgerald raised their price target on shares of Bristol Myers Squibb from $45.00 to $54.00 and gave the company a "neutral" rating in a report on Wednesday, April 8th. Bank of America lowered their price target on shares of Bristol Myers Squibb from $68.00 to $67.00 and set a "buy" rating for the company in a report on Thursday, April 9th. Finally, Guggenheim reaffirmed a "buy" rating and set a $72.00 price target on shares of Bristol Myers Squibb in a report on Wednesday, April 8th. Eight investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus target price of $61.31.

About Bristol Myers Squibb

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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