MUFG Securities EMEA plc Raises Holdings in Bristol Myers Squibb Company $BMY

Key Points

• MUFG Securities EMEA plc more than doubled its stake in Bristol Myers Squibb in the fourth quarter, increasing holdings by 114.2% to 83,471 shares valued at about $4.5 million.
• Other major institutions also added to or initiated positions, including Vanguard, State Street, Geode Capital, and Norges Bank, with institutional investors now owning 76.41% of BMY shares.
• Bristol Myers Squibb recently posted better-than-expected quarterly results, with EPS of $1.58 and revenue of $11.49 billion, while analysts currently rate the stock a Hold on average with a consensus price target of $61.31.

MUFG Securities EMEA plc grew its position in shares of Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 114.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 83,471 shares of the biopharmaceutical company's stock after purchasing an additional 44,511 shares during the period. MUFG Securities EMEA plc's holdings in Bristol Myers Squibb were worth $4,502,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in BMY. Vanguard Group Inc. grew its position in Bristol Myers Squibb by 1.4% in the fourth quarter. Vanguard Group Inc. now owns 198,727,768 shares of the biopharmaceutical company's stock worth $10,719,376,000 after acquiring an additional 2,743,759 shares in the last quarter. State Street Corp grew 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 worth $4,356,445,000 after acquiring an additional 1,855,238 shares in the last quarter. Geode Capital Management LLC grew its position in Bristol Myers Squibb by 13.1% in the fourth quarter. Geode Capital Management LLC now owns 52,638,346 shares of the biopharmaceutical company's stock worth $2,837,026,000 after acquiring an additional 6,084,046 shares in the last quarter. Norges Bank purchased a new position in Bristol Myers Squibb in the fourth quarter worth about $1,947,272,000. Finally, Dimensional Fund Advisors LP grew its position in Bristol Myers Squibb by 11.5% in the third quarter. Dimensional Fund Advisors LP now owns 18,143,672 shares of the biopharmaceutical company's stock worth $818,105,000 after acquiring an additional 1,873,618 shares in the last quarter. Hedge funds and other institutional investors 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: BMS reported encouraging late-stage data for mezigdomide, saying the experimental CELMoD cut the risk of disease progression or death by more than 50% versus standard of care in relapsed or refractory multiple myeloma. That is the kind of readout investors watch for because it strengthens the case for a future commercial opportunity. Article Title
• Positive Sentiment: The company also highlighted mezigdomide data in a business update, reinforcing optimism around its broader oncology pipeline and suggesting Celgene-derived assets continue to support long-term growth prospects. Article Title
• Positive Sentiment: Bristol Myers Squibb said it is backing a new cell-therapy combination in an early gastrointestinal cancer trial, which adds another potential pipeline catalyst and underscores continued investment in high-value cancer programs. Article Title
• Positive Sentiment: BMS also announced a strategic partnership with Anthropic to use Claude across research, clinical development, manufacturing, commercial, and corporate functions, a move that could improve productivity and speed decision-making over time. Article Title

Bristol Myers Squibb Stock Down 0.0%

Shares of NYSE BMY opened at $57.17 on Monday. The company has a debt-to-equity ratio of 2.10, a current ratio of 1.42 and a quick ratio of 1.28. The company has a market cap of $116.75 billion, a P/E ratio of 16.06, a PEG ratio of 0.16 and a beta of 0.24. Bristol Myers Squibb Company has a 1 year low of $42.52 and a 1 year high of $62.89. The firm has a 50-day simple moving average of $58.32 and a two-hundred day simple moving average of $56.32.

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 (EPS) for the quarter, topping the consensus estimate of $1.42 by $0.16. The business had revenue of $11.49 billion during the quarter, compared to the consensus estimate 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 quarterly revenue was up 2.6% compared to the same quarter last year. During the same quarter last year, the firm earned $1.80 earnings per share. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Research analysts anticipate that Bristol Myers Squibb Company will post 6.31 earnings per share for the current year.

Insider Transactions at Bristol Myers Squibb

In other Bristol Myers Squibb 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 completion of the sale, the executive vice president owned 159,248 shares of the company's stock, 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 is available at this hyperlink. 0.05% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts recently commented on BMY shares. Bank of America dropped their price target on Bristol Myers Squibb from $68.00 to $67.00 and set a "buy" rating for the company in a research report on Thursday, April 9th. HSBC lifted their price target on Bristol Myers Squibb from $53.00 to $60.00 and gave the stock a "hold" rating in a research report on Tuesday, March 17th. Weiss Ratings reiterated a "hold (c)" rating on shares of Bristol Myers Squibb in a research report on Monday, March 23rd. Guggenheim reiterated a "buy" rating and issued a $72.00 price target on shares of Bristol Myers Squibb in a research report on Wednesday, April 8th. Finally, Piper Sandler reiterated an "overweight" rating and issued a $75.00 price target (up from $66.00) on shares of Bristol Myers Squibb in a research report on Monday, February 23rd. Eight equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Bristol Myers Squibb presently has an average rating of "Hold" and a consensus price target 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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