Quantbot Technologies LP Acquires 354,309 Shares of Bristol Myers Squibb Company $BMY

Quantbot Technologies LP boosted its stake in Bristol Myers Squibb Company (NYSE:BMY) by 248.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 496,871 shares of the biopharmaceutical company’s stock after acquiring an additional 354,309 shares during the period. Bristol Myers Squibb comprises approximately 0.6% of Quantbot Technologies LP’s portfolio, making the stock its 8th largest position. Quantbot Technologies LP’s holdings in Bristol Myers Squibb were worth $22,409,000 at the end of the most recent reporting period.

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

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the stock. Truist Financial set a $65.00 target price on shares of Bristol Myers Squibb in a report on Wednesday, December 3rd. BMO Capital Markets reissued a “market perform” rating on shares of Bristol Myers Squibb in a research report on Monday, November 17th. Piper Sandler reaffirmed an “overweight” rating and issued a $75.00 target price (up from $66.00) on shares of Bristol Myers Squibb in a report on Monday. Scotiabank reiterated a “sector perform” rating and set a $60.00 target price (up from $53.00) on shares of Bristol Myers Squibb in a research note on Friday, January 9th. Finally, Morgan Stanley reissued an “underweight” rating and set a $40.00 price target on shares of Bristol Myers Squibb in a report on Friday, February 6th. Nine research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $60.71.

Trending Headlines about Bristol Myers Squibb

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

• Positive Sentiment: Positive Phase III interim topline results reported for izalontamab brengitecan (Iza‑bren) in previously treated unresectable locally advanced/metastatic triple‑negative breast cancer — the readout validates an ADC Bristol Myers licensed and could materially boost future revenue potential (deal carries >$8B long‑term economics that BMS has highlighted), which is likely the main driver lifting sentiment today. Bristol Myers says ADC licensed from China hits mark in aggressive breast cancer
• Neutral Sentiment: Coverage pieces note BMY has lagged the Nasdaq over the last year, but Wall Street remains moderately optimistic — this frames today’s rally as driven more by idiosyncratic clinical news than by broad market leadership. Is Bristol-Myers Squibb Stock Underperforming the Nasdaq?
• Neutral Sentiment: Sector updates and analyst writeups (momentum/value profiles) are highlighting BMY as a top‑ranked momentum/value/dividend candidate for different investor styles — these stories can attract additional retail and income‑oriented flows but are not major catalysts by themselves. Bristol Myers Squibb (BMY) is a Top-Ranked Momentum Stock: Should You Buy?
• Neutral Sentiment: General pharma‑sector coverage and updates mention BMY among large‑cap players with deep late‑stage pipelines — supportive context but not a standalone catalyst. Bristol Myers Squibb (NYSE:BMY) Update Pharma Sector Developments
• Negative Sentiment: RBC Capital initiated coverage with a Sector Perform rating and a $60 price target (implying slight downside versus recent levels); that cautious initiation caps upside for some investors and may limit the size of gains if broader sentiment cools. RBC Capital Initiates Bristol Myers (BMY) with $60 Target

Bristol Myers Squibb Trading Up 1.9%

NYSE BMY opened at $62.23 on Friday. The stock has a market capitalization of $126.74 billion, a P/E ratio of 18.04, a P/E/G ratio of 0.17 and a beta of 0.29. Bristol Myers Squibb Company has a 52-week low of $42.52 and a 52-week high of $63.33. The firm has a 50-day moving average price of $56.98 and a 200 day moving average price of $50.52. 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 (EPS) for the quarter, missing the consensus estimate of $1.65 by ($0.39). The firm had revenue of $12.50 billion for the quarter, compared to analyst estimates of $12.24 billion. Bristol Myers Squibb had a return on equity of 69.65% and a net margin of 14.64%.The company’s quarterly revenue was up 1.3% compared to the same quarter last year. During the same period last year, the firm earned $1.67 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Equities research analysts expect that Bristol Myers Squibb Company will post 6.74 EPS for the current year.

Bristol Myers Squibb Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Friday, January 2nd were paid a dividend of $0.63 per share. This is a positive change from Bristol Myers Squibb’s previous quarterly dividend of $0.62. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.0%. Bristol Myers Squibb’s dividend payout ratio is 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.