Tema Etfs LLC Has $6.89 Million Holdings in Bristol Myers Squibb Company $BMY

Tema Etfs LLC raised its holdings in Bristol Myers Squibb Company (NYSE:BMY) by 25.0% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 127,759 shares of the biopharmaceutical company’s stock after purchasing an additional 25,521 shares during the quarter. Tema Etfs LLC’s holdings in Bristol Myers Squibb were worth $6,891,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in BMY. Brighton Jones LLC increased its holdings in shares of Bristol Myers Squibb by 33.4% in the fourth quarter. Brighton Jones LLC now owns 19,728 shares of the biopharmaceutical company’s stock valued at $1,116,000 after purchasing an additional 4,935 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in shares of Bristol Myers Squibb by 59.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 7,477 shares of the biopharmaceutical company’s stock worth $346,000 after buying an additional 2,786 shares during the last quarter. United Bank boosted its holdings in shares of Bristol Myers Squibb by 15.0% during the 2nd quarter. United Bank now owns 25,148 shares of the biopharmaceutical company’s stock worth $1,164,000 after buying an additional 3,277 shares during the period. VestGen Advisors LLC boosted its holdings in shares of Bristol Myers Squibb by 18.7% during the 2nd quarter. VestGen Advisors LLC now owns 4,474 shares of the biopharmaceutical company’s stock worth $207,000 after buying an additional 706 shares during the period. Finally, Fisher Asset Management LLC grew its stake in Bristol Myers Squibb by 2.8% in the 2nd quarter. Fisher Asset Management LLC now owns 226,976 shares of the biopharmaceutical company’s stock valued at $10,507,000 after buying an additional 6,237 shares during the last quarter. 76.41% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on BMY shares. Guggenheim restated a “buy” rating and set a $72.00 price objective (up from $62.00) on shares of Bristol Myers Squibb in a research report on Friday, February 6th. Truist Financial set a $65.00 target price on Bristol Myers Squibb in a research report on Wednesday, December 3rd. Scotiabank reissued a “sector perform” rating and set a $60.00 price target (up from $53.00) on shares of Bristol Myers Squibb in a report on Friday, January 9th. Wells Fargo & Company restated an “outperform” rating and issued a $60.00 price target (up from $55.00) on shares of Bristol Myers Squibb in a research note on Friday, February 6th. Finally, Citigroup upped their price objective on Bristol Myers Squibb from $60.00 to $64.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Nine equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $61.41.

Key Headlines Impacting Bristol Myers Squibb

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

• Positive Sentiment: Janux Therapeutics nominated a development candidate under its collaboration with Bristol Myers Squibb, triggering a $35 million milestone payment to BMY — a direct near-term cash inflow and validation of the partnered immunotherapy approach. Janux Therapeutics Announces Development Candidate Nomination Under Bristol Myers Squibb Collaboration, Triggering $35 Million Milestone Payment
• Positive Sentiment: Unusual options activity: traders bought ~66,895 call contracts (about +81% vs. typical volume), indicating speculative bullish positioning that can amplify upside intraday. (Market activity report)
• Positive Sentiment: Camzyos adolescent Phase 3 trial met its primary endpoint, supporting label expansion into younger patients — that broadens the addressable market for BMY’s cardiovascular franchise and is a tangible pipeline upside. Camzyos Adolescent Trial Success Might Change The Case For Investing In Bristol-Myers Squibb (BMY)
• Positive Sentiment: Analyst/earnings commentary (Zacks/Yahoo) highlights BMY’s history of earnings surprises and positions the company as likely to beat next quarter — positive for investor sentiment around forward EPS outlook. Will Bristol Myers (BMY) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Ariel Global Fund re-added Bristol Myers Squibb on “pipeline strength and attractive valuation,” signaling institutional buying interest from a value-oriented manager — supportive for medium-term demand. Ariel Global Fund Re-Added Bristol-Myers Squibb Company (BMY) on Pipeline Strength and Attractive Valuation
• Neutral Sentiment: Bristol Myers Squibb published a patient-guided survey initiative in multiple myeloma to elevate lived experience and equity in care — positive for reputation and long-term stakeholder engagement but unlikely to move near-term revenue. Bristol Myers Squibb Evolves and Expands Standing in the Gaap To Advance More Equitable Care in Multiple Myeloma As Program Marks Ten Years
• Neutral Sentiment: Industry market reports (kidney/renal cell carcinoma) project multi-year growth and list BMY among major players — positive context for addressable market expansion but not an immediate catalyst. Advanced Renal Cell Carcinoma Treatment Market to Grow by $3.1 Billion During 2026-2030
• Neutral Sentiment: Recent market commentary and data pieces note BMY has gained but still trails broader market performance — descriptive market context rather than a specific new catalyst. Bristol Myers Squibb Co. stock rises Tuesday, still underperforms market

Bristol Myers Squibb Stock Performance

Shares of NYSE:BMY opened at $61.79 on Thursday. Bristol Myers Squibb Company has a 12-month low of $42.52 and a 12-month high of $62.89. The company’s 50 day moving average price is $59.18 and its two-hundred day moving average price is $52.52. The firm has a market cap of $126.16 billion, a PE ratio of 17.91, a PEG ratio of 0.17 and a beta of 0.27. The company has a quick ratio of 1.14, a current ratio of 1.26 and a debt-to-equity ratio of 2.32.

Bristol Myers Squibb (NYSE:BMY) last released its quarterly earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share for the quarter, missing analysts’ consensus estimates of $1.65 by ($0.39). The business had revenue of $12.50 billion during the quarter, compared to analyst estimates of $12.24 billion. Bristol Myers Squibb had a net margin of 14.64% and a return on equity of 69.65%. The firm’s quarterly revenue was up 1.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.67 earnings per share. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Equities research analysts predict that Bristol Myers Squibb Company will post 6.74 earnings per share for the current year.

Bristol Myers Squibb Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Thursday, April 2nd will be given a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.1%. The ex-dividend date is Thursday, April 2nd. Bristol Myers Squibb’s dividend payout ratio is presently 73.04%.

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.