Quilter Plc Sells 11,025 Shares of Bristol Myers Squibb Company $BMY

Quilter Plc cut its holdings in Bristol Myers Squibb Company (NYSE:BMY) by 26.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 30,652 shares of the biopharmaceutical company’s stock after selling 11,025 shares during the quarter. Quilter Plc’s holdings in Bristol Myers Squibb were worth $1,653,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC lifted its stake in Bristol Myers Squibb by 33.4% in the 4th 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 position in shares of Bristol Myers Squibb by 59.4% in 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 grew its stake in shares of Bristol Myers Squibb by 15.0% in 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 period. EverSource Wealth Advisors LLC grew its stake in Bristol Myers Squibb by 4.1% in the second quarter. EverSource Wealth Advisors LLC now owns 7,431 shares of the biopharmaceutical company’s stock valued at $344,000 after acquiring an additional 292 shares during the period. Finally, Marshall Wace LLP bought a new stake in Bristol Myers Squibb during the 2nd quarter valued at $221,000. Institutional investors and hedge funds own 76.41% of the company’s stock.

Insider Activity

In related news, EVP David V. Elkins sold 30,000 shares of the firm’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $61.67, for a total transaction of $1,850,100.00. Following the completion of the transaction, the executive vice president directly owned 159,248 shares of the company’s stock, valued at approximately $9,820,824.16. This trade represents a 15.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 0.09% of the stock is currently owned by insiders.

Bristol Myers Squibb News Roundup

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

• Positive Sentiment: Positive Phase‑3 data for Camzyos in the SCOUT‑HCM adolescent trial could expand the label and support longer‑term revenue upside. SCOUT‑HCM Trial Results
• Positive Sentiment: Janux Therapeutics triggered a $35M milestone under its collaboration with BMY by nominating a development candidate — near‑term cash and partner validation for BMY’s partnered R&D. Janux Milestone
• Positive Sentiment: Unusually large call‑option activity (~66,900 calls) signals speculative bullish positioning by traders anticipating upside moves. Call Option Activity
• Positive Sentiment: Analyst pieces and screens highlight BMY’s history of earnings surprises and argue the company has components that could support an earnings beat next quarter — a sentiment tailwind if results improve. Zacks Coverage
• Neutral Sentiment: Market estimates and long‑term market studies (e.g., HNSCC market growth to ~ $4.5B by 2034) provide attractive addressable‑market context but aren’t immediate catalysts. HNSCC Market Outlook
• Neutral Sentiment: Brokerage consensus remains centered on a “Hold” and the street target (~$61.41) is close to the current price — keeps upside expectations measured. Analyst Consensus
• Negative Sentiment: Insider selling: EVP David V. Elkins sold 30,000 shares at about $61.67 on April 1 (Form 4), trimming his stake ~15.9% — investors sometimes read executive sales as a near‑term negative signal. Insider Form 4
• Negative Sentiment: Sector risk: reports that the U.S. may consider heavy tariffs (up to 100%) on branded/patented drug imports sparked broad healthcare selling and pressured BMY along with peers. Tariffs / Sector Selloff
• Negative Sentiment: Recent quarterly results showed an EPS miss (Feb. 5), which keeps investor focus on near‑term profitability despite FY‑26 guidance; that remains a headwind until earnings execution improves. Earnings Recap

Analysts Set New Price Targets

Several equities analysts have weighed in on the company. Piper Sandler restated an “overweight” rating and set a $75.00 price objective (up from $66.00) on shares of Bristol Myers Squibb in a research note on Monday, February 23rd. HSBC lifted their price objective on Bristol Myers Squibb from $53.00 to $60.00 and gave the company a “hold” rating in a research note on Tuesday, March 17th. Citigroup increased their price target on shares of Bristol Myers Squibb from $60.00 to $64.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Guggenheim reiterated 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. Finally, Bank of America upgraded shares of Bristol Myers Squibb from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $52.00 to $61.00 in a research report on Monday, December 15th. Nine equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $61.41.

Bristol Myers Squibb Trading Down 0.0%

Bristol Myers Squibb stock opened at $59.57 on Monday. Bristol Myers Squibb Company has a 12 month low of $42.52 and a 12 month high of $62.89. The business’s fifty day simple moving average is $59.37 and its two-hundred day simple moving average is $52.75. The company has a market capitalization of $121.63 billion, a price-to-earnings ratio of 17.27, a price-to-earnings-growth ratio of 0.17 and a beta of 0.27. 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 (NYSE:BMY) last posted its quarterly earnings results 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 business had revenue of $12.50 billion during the quarter, compared to analysts’ expectations of $12.24 billion. During the same quarter in the prior year, the firm earned $1.67 EPS. The firm’s revenue for the quarter 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. As a group, equities analysts predict 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 announced a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Thursday, April 2nd will be given a dividend of $0.63 per share. The ex-dividend date is Thursday, April 2nd. This represents a $2.52 annualized dividend and a dividend yield of 4.2%. Bristol Myers Squibb’s dividend payout ratio (DPR) is currently 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.