Bristol Myers Squibb Company $BMY Shares Purchased by Natixis Advisors LLC

Natixis Advisors LLC raised its holdings in Bristol Myers Squibb Company (NYSE:BMY) by 8.2% in the third quarter, HoldingsChannel reports. The institutional investor owned 590,260 shares of the biopharmaceutical company’s stock after acquiring an additional 44,698 shares during the quarter. Natixis Advisors LLC’s holdings in Bristol Myers Squibb were worth $26,621,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of BMY. Brighton Jones LLC increased its stake 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 worth $1,116,000 after acquiring an additional 4,935 shares during the period. Sivia Capital Partners LLC grew its position in 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 purchasing an additional 2,786 shares during the period. United Bank raised its stake 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 valued at $1,164,000 after buying an additional 3,277 shares during the last quarter. Campbell & CO Investment Adviser LLC acquired a new position in shares of Bristol Myers Squibb in the 2nd quarter valued at about $1,990,000. Finally, ProShare Advisors LLC boosted its stake in shares of Bristol Myers Squibb by 10.4% in the second quarter. ProShare Advisors LLC now owns 392,668 shares of the biopharmaceutical company’s stock worth $18,177,000 after buying an additional 37,125 shares during the last quarter. Institutional investors and hedge funds own 76.41% of the company’s stock.

More Bristol Myers Squibb News

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

• Positive Sentiment: Positive Phase 3 SUCCESSOR-2 data — Oral mezigdomide combo improved progression-free survival in relapsed/refractory multiple myeloma, advancing BMY’s CELMoD program and de‑risking a high-value oncology asset. This is likely to broaden future revenue potential if regulatory paths proceed. Bristol Myers Squibb Announces Positive Phase 3 Results (BusinessWire)
• Positive Sentiment: FDA expands Sotyktu (TYK2 inhibitor) label to include psoriatic arthritis after strong POETYK data — adds a near-term commercial opportunity that can increase prescription volume and support top-line growth for the TYK2 franchise. BMY Wins FDA Nod to Expand Sotyktu Label (Zacks)
• Positive Sentiment: Pipeline update highlights TYK2 and CELMoD milestones — company commentary reinforced clinical momentum across multiple programs, which supports medium‑term growth expectations if approvals/commercial launches follow. Bristol Myers Squibb Pipeline Update (Yahoo Finance)
• Neutral Sentiment: Reuters and other outlets independently reported the same late‑stage oncology success, increasing media visibility but duplicating the primary clinical newsflow. This broad coverage can attract investor attention but may already be priced in. Bristol’s cancer treatment meets main goal (Reuters)
• Neutral Sentiment: Valuation/strategy pieces assess BMY’s revenue and earnings reset driven by the growth portfolio — useful for longer‑term investors but not immediate catalysts. Analysts’ models diverge on how quickly pipeline wins translate to consensus EPS. Assessing Bristol Myers Squibb Valuation (Yahoo Finance)
• Neutral Sentiment: Market commentary and stock‑interest articles (Zacks/Yahoo/MSN) have increased attention on BMY; trending interest can raise volatility but is not a directional fundamental change. Is Trending Stock Bristol Myers Squibb a Buy Now? (Yahoo/Zacks)
• Neutral Sentiment: Sector/market reports and portfolio reviews (Seeking Alpha, industry reports) referenced broader healthcare dynamics; these provide context but are not company‑specific catalysts. Virtus Large Cap Growth SMA Q4 2025 Portfolio Review (Seeking Alpha)
• Negative Sentiment: Analyst consensus remains a “Hold” — suggests analysts see upside risks balanced by execution or valuation concerns, which can cap upside near term and pressure the stock despite positive pipeline headlines. Bristol Myers Squibb Given Consensus Rating of “Hold” (American Banking News)

Wall Street Analyst Weigh In

Several analysts recently commented on the company. Leerink Partners raised their target price on Bristol Myers Squibb from $54.00 to $60.00 and gave the stock an “outperform” rating in a report on Tuesday, January 13th. Scotiabank restated a “sector perform” rating and issued a $60.00 price objective (up from $53.00) on shares of Bristol Myers Squibb in a research report on Friday, January 9th. UBS Group reaffirmed a “buy” rating and set a $70.00 price objective on shares of Bristol Myers Squibb in a research note on Friday. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Bristol Myers Squibb in a report on Monday, November 24th. Finally, Wells Fargo & Company reiterated an “outperform” rating and issued a $60.00 target price (up from $55.00) on shares of Bristol Myers Squibb in a research note on Friday, February 6th. Nine analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $61.00.

Bristol Myers Squibb Stock Performance

NYSE BMY opened at $60.11 on Wednesday. The stock has a market capitalization of $122.41 billion, a price-to-earnings ratio of 17.42, a PEG ratio of 0.17 and a beta of 0.26. The stock has a 50-day moving average of $57.90 and a 200 day moving average of $51.20. 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 Company has a twelve month low of $42.52 and a twelve month high of $63.33.

Bristol Myers Squibb (NYSE:BMY) last issued its quarterly earnings data on Thursday, February 5th. The biopharmaceutical company reported $1.26 EPS for the quarter, missing the consensus estimate 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 revenue for the quarter was up 1.3% on a year-over-year basis. During the same period in the previous year, the business posted $1.67 earnings per share. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Sell-side analysts anticipate that Bristol Myers Squibb Company will post 6.74 EPS for the current fiscal year.

Bristol Myers Squibb Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Thursday, April 2nd will be issued a $0.63 dividend. 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 payout ratio is presently 73.04%.

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.