Schroder Investment Management Group Has $548.82 Million Holdings in Bristol Myers Squibb Company $BMY

Key Points

• Schroder Investment Management Group trimmed its stake in Bristol Myers Squibb by 11.1% in Q3 and now holds 12,168,991 shares worth $548.82 million, about 0.60% of the company.
• Analysts have been raising targets and issuing upgrades (e.g., Guggenheim to $72, Bank of America to a "buy" at $61), yet the consensus rating remains Hold with an average target price of $61.00.
• BMS reported a Q4 EPS miss ($1.26 vs. $1.65 consensus) but slight revenue beat ($12.50B), set FY2026 guidance of $6.05–$6.35 EPS, and announced a $0.63 quarterly dividend (annualized $2.52, ~4.2% yield).

Schroder Investment Management Group trimmed its stake in Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 11.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,168,991 shares of the biopharmaceutical company's stock after selling 1,525,068 shares during the period. Schroder Investment Management Group owned about 0.60% of Bristol Myers Squibb worth $548,821,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. CVA Family Office LLC increased its stake in Bristol Myers Squibb by 2.6% during the third quarter. CVA Family Office LLC now owns 8,959 shares of the biopharmaceutical company's stock valued at $404,000 after acquiring an additional 223 shares during the period. MSH Capital Advisors LLC increased its position in shares of Bristol Myers Squibb by 2.9% during the third quarter. MSH Capital Advisors LLC now owns 8,034 shares of the biopharmaceutical company's stock valued at $362,000 after purchasing an additional 223 shares during the period. Bell & Brown Wealth Advisors LLC lifted its position in Bristol Myers Squibb by 0.5% in the third quarter. Bell & Brown Wealth Advisors LLC now owns 42,691 shares of the biopharmaceutical company's stock worth $1,925,000 after purchasing an additional 224 shares during the period. Addison Advisors LLC lifted its position in Bristol Myers Squibb by 6.2% in the third quarter. Addison Advisors LLC now owns 3,972 shares of the biopharmaceutical company's stock worth $179,000 after purchasing an additional 232 shares during the period. Finally, Mccarter Private Wealth Services LLC increased its holdings in Bristol Myers Squibb by 5.0% in the 3rd quarter. Mccarter Private Wealth Services LLC now owns 4,931 shares of the biopharmaceutical company's stock valued at $222,000 after buying an additional 235 shares during the period. Institutional investors own 76.41% of the company's stock.

Analysts Set New Price Targets

A number of equities analysts have recently commented on BMY shares. Leerink Partners raised their price objective on shares of Bristol Myers Squibb from $54.00 to $60.00 and gave the stock an "outperform" rating in a report on Tuesday, January 13th. Guggenheim reissued a "buy" rating and issued a $72.00 target price (up from $62.00) on shares of Bristol Myers Squibb in a research note on Friday, February 6th. Cantor Fitzgerald restated a "neutral" rating on shares of Bristol Myers Squibb in a research note on Monday, November 24th. Bank of America raised Bristol Myers Squibb from a "neutral" rating to a "buy" rating and lifted their price objective for the company from $52.00 to $61.00 in a report on Monday, December 15th. Finally, Wells Fargo & Company reissued an "outperform" rating and issued a $60.00 target price (up from $55.00) on shares of Bristol Myers Squibb in a report on Friday, February 6th. Nine investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Bristol Myers Squibb currently has an average rating of "Hold" and an average target price of $61.00.

Bristol Myers Squibb Trading Down 0.9%

Shares of Bristol Myers Squibb stock opened at $60.21 on Monday. The stock has a market capitalization of $122.62 billion, a P/E ratio of 17.45, a price-to-earnings-growth 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 $63.33. The company has a quick ratio of 1.14, a current ratio of 1.26 and a debt-to-equity ratio of 2.32. The company has a 50-day simple moving average of $57.66 and a 200 day simple moving average of $51.03.

Bristol Myers Squibb (NYSE:BMY - Get Free Report) last issued its quarterly earnings data 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 firm had revenue of $12.50 billion for the quarter, compared to the consensus estimate of $12.24 billion. During the same period in the prior year, the company posted $1.67 earnings per share. Bristol Myers Squibb's quarterly revenue 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. Research analysts expect that Bristol Myers Squibb Company will post 6.74 earnings per share for the current fiscal year.

Bristol Myers Squibb Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Thursday, April 2nd will be paid a $0.63 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $2.52 dividend on an annualized basis and a yield of 4.2%. Bristol Myers Squibb's payout ratio is currently 73.04%.

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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