Mn Services Vermogensbeheer B.V. Increases Stock Position in Bristol Myers Squibb Company $BMY

Key Points

• Mn Services raised its stake in Bristol Myers Squibb by 2.9% in Q4, adding 22,182 shares to hold 791,736 shares worth about $42.71 million.
• BMY reported Q4 EPS of $1.26 (missed the $1.65 consensus) while revenue of $12.5 billion topped estimates, set FY‑2026 guidance of 6.05–6.35 EPS, and announced a $0.63 quarterly dividend (4.2% yield; ex‑dividend April 2).
• About 76.41% of BMY is held by institutions and analyst coverage is mixed with a consensus "Hold" and $61.41 target, even as recent positive catalysts — FDA approval for a Hodgkin’s lymphoma regimen and positive Phase 3 data for Camzyos — could provide upside.

Mn Services Vermogensbeheer B.V. raised its position in Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 2.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 791,736 shares of the biopharmaceutical company's stock after acquiring an additional 22,182 shares during the quarter. Mn Services Vermogensbeheer B.V.'s holdings in Bristol Myers Squibb were worth $42,706,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of BMY. Wealth Quarterback LLC lifted its stake in shares of Bristol Myers Squibb by 10.4% in the 4th quarter. Wealth Quarterback LLC now owns 32,822 shares of the biopharmaceutical company's stock worth $1,770,000 after purchasing an additional 3,080 shares during the period. Adams Asset Advisors LLC grew its position in Bristol Myers Squibb by 1.8% during the fourth quarter. Adams Asset Advisors LLC now owns 123,294 shares of the biopharmaceutical company's stock valued at $6,650,000 after buying an additional 2,236 shares during the period. Trust Co. of Oklahoma purchased a new stake in Bristol Myers Squibb during the fourth quarter valued at approximately $291,000. ORG Partners LLC raised its position in Bristol Myers Squibb by 49.5% in the fourth quarter. ORG Partners LLC now owns 1,363 shares of the biopharmaceutical company's stock worth $74,000 after acquiring an additional 451 shares during the period. Finally, ORG Wealth Partners LLC raised its position in Bristol Myers Squibb by 554.4% in the fourth quarter. ORG Wealth Partners LLC now owns 4,267 shares of the biopharmaceutical company's stock worth $230,000 after acquiring an additional 3,615 shares during the period. 76.41% of the stock is owned by hedge funds and other institutional investors.

Bristol Myers Squibb Stock Performance

NYSE:BMY opened at $59.76 on Tuesday. The stock has a 50-day moving average price of $58.91 and a 200 day moving average price of $52.35. The stock has a market capitalization of $122.01 billion, a P/E ratio of 17.32, a P/E/G ratio of 0.17 and a beta of 0.26. Bristol Myers Squibb Company has a 12-month low of $42.52 and a 12-month high of $62.89. The company has a current ratio of 1.26, a quick ratio of 1.14 and a debt-to-equity ratio of 2.32.

Bristol Myers Squibb (NYSE:BMY - Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share for the quarter, missing the consensus estimate of $1.65 by ($0.39). Bristol Myers Squibb had a return on equity of 69.65% and a net margin of 14.64%.The business had revenue of $12.50 billion during the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter in the previous year, the company earned $1.67 earnings per share. The company's revenue for the quarter was up 1.3% compared to the same quarter last year. 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 6.74 EPS for the current fiscal year.

Bristol Myers Squibb Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Investors 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 yield of 4.2%. The ex-dividend date of this dividend is Thursday, April 2nd. Bristol Myers Squibb's dividend payout ratio (DPR) is presently 73.04%.

Wall Street Analysts Forecast Growth

BMY has been the subject of several analyst reports. Guggenheim restated a "buy" rating and issued a $72.00 price objective (up from $62.00) on shares of Bristol Myers Squibb in a research note on Friday, February 6th. The Goldman Sachs Group restated a "neutral" rating and issued a $57.00 price target (up from $51.00) on shares of Bristol Myers Squibb in a research report on Tuesday, December 2nd. Truist Financial set a $65.00 price objective on Bristol Myers Squibb in a research note on Wednesday, December 3rd. Scotiabank reiterated a "sector perform" rating and set a $60.00 price objective (up from $53.00) on shares of Bristol Myers Squibb in a research note on Friday, January 9th. Finally, Royal Bank Of Canada initiated coverage on shares of Bristol Myers Squibb in a report on Tuesday, February 24th. They issued a "sector perform" rating and a $60.00 target price for the company. Nine research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Bristol Myers Squibb presently has a consensus rating of "Hold" and a consensus price target of $61.41.

Key Stories Impacting Bristol Myers Squibb

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

• Positive Sentiment: Phase 3 SCOUT‑HCM data for Camzyos (mavacamten) in adolescents showed efficacy and safety, increasing the drug's addressable market and raising the chance of label expansion and incremental sales for BMY's cardiovascular franchise. Bristol Myers Squibb Presents Positive Results from Phase 3 SCOUT‑HCM Trial
• Positive Sentiment: The FDA granted approval for BMY's combination regimen in Hodgkin’s lymphoma (announced March 20), adding a near‑term revenue stream and supporting sentiment around the oncology portfolio. Bristol‑Myers Squibb Gets FDA Approval for Hodgkin’s Lymphoma Treatment
• Neutral Sentiment: Phase 4 data for Cobenfy (xanomeline+tropium) presented safety/tolerability data in switching patients, which could reshape long‑term revenue assumptions if follow‑on studies or real‑world switching data are favorable — outcome still uncertain for valuation impact. Cobenfy Phase 4 Data May Reframe Bristol Myers Squibb Valuation Story
• Neutral Sentiment: Analyses highlight growth opportunities in the pancreatic adenocarcinoma market (projected high CAGR) where BMY is named among major players — long‑term tailwind but competitive landscape and timing of launches matter. Pancreatic Adenocarcinoma Treatment Market to Grow at 13% CAGR
• Neutral Sentiment: Several financial writeups point to BMY as an income/dividend name and note an upcoming ex‑dividend date; that can support demand from yield‑focused investors but doesn't change fundamentals. Bristol‑Myers Squibb Looks Like A Good Stock, And It's Going Ex‑Dividend Soon
• Negative Sentiment: Analyst coverage is mixed — roughly 60% of covering analysts have non‑bullish ratings even though the consensus price target implies limited upside, which could cap upside until guidance or earnings beat expectations and analysts raise targets. Bristol‑Myers Squibb Faces Mixed Analyst Sentiment

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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