Xponance LLC Acquires 18,751 Shares of Bristol Myers Squibb Company $BMY

Xponance LLC grew its holdings in shares of Bristol Myers Squibb Company (NYSE:BMY) by 4.6% during the fourth quarter, Holdings Channel reports. The firm owned 424,660 shares of the biopharmaceutical company’s stock after purchasing an additional 18,751 shares during the period. Xponance LLC’s holdings in Bristol Myers Squibb were worth $22,906,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of BMY. Brighton Jones LLC grew its position 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 grew its position in shares of Bristol Myers Squibb by 59.4% in the second quarter. Sivia Capital Partners LLC now owns 7,477 shares of the biopharmaceutical company’s stock valued at $346,000 after purchasing an additional 2,786 shares during the last quarter. United Bank grew its position in shares of Bristol Myers Squibb by 15.0% in the second quarter. United Bank now owns 25,148 shares of the biopharmaceutical company’s stock valued at $1,164,000 after purchasing an additional 3,277 shares during the last quarter. Marshall Wace LLP acquired a new stake in shares of Bristol Myers Squibb in the second quarter valued at about $221,000. Finally, Nebula Research & Development LLC acquired a new stake in shares of Bristol Myers Squibb in the second quarter valued at about $405,000. Institutional investors own 76.41% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the company. Royal Bank Of Canada started coverage on Bristol Myers Squibb in a research report on Tuesday, February 24th. They issued a “sector perform” rating and a $60.00 price target on the stock. Barclays started coverage on shares of Bristol Myers Squibb in a report on Thursday, February 19th. They set an “overweight” rating and a $75.00 price objective on the stock. Wall Street Zen downgraded shares of Bristol Myers Squibb from a “strong-buy” rating to a “buy” rating in a report on Saturday, June 6th. Citigroup restated a “neutral” rating on shares of Bristol Myers Squibb in a report on Friday, May 1st. Finally, UBS Group restated a “buy” rating on shares of Bristol Myers Squibb in a report on Thursday, May 28th. Eight analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $61.31.

Insider Buying and Selling at Bristol Myers Squibb

In other news, EVP David V. Elkins sold 30,000 shares of Bristol Myers Squibb stock in a transaction dated 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 sale, the executive vice president directly owned 159,248 shares in the company, valued at approximately $9,820,824.16. The trade was a 15.85% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.05% of the company’s stock.

Bristol Myers Squibb Price Performance

Shares of Bristol Myers Squibb stock opened at $56.96 on Friday. The company has a debt-to-equity ratio of 2.10, a quick ratio of 1.28 and a current ratio of 1.42. The firm’s 50-day simple moving average is $57.83 and its 200-day simple moving average is $56.87. Bristol Myers Squibb Company has a twelve month low of $42.52 and a twelve month high of $62.89. The firm has a market cap of $116.31 billion, a P/E ratio of 16.00, a price-to-earnings-growth ratio of 0.16 and a beta of 0.24.

Bristol Myers Squibb (NYSE:BMY) last issued its earnings results on Thursday, April 30th. The biopharmaceutical company reported $1.58 earnings per share for the quarter, beating the consensus estimate of $1.42 by $0.16. Bristol Myers Squibb had a net margin of 15.01% and a return on equity of 64.87%. The business had revenue of $11.49 billion for the quarter, compared to analyst estimates of $10.93 billion. During the same period in the previous year, the business earned $1.80 EPS. The firm’s revenue was up 2.6% on a year-over-year basis. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, research analysts expect that Bristol Myers Squibb Company will post 6.32 EPS for the current fiscal year.

Bristol Myers Squibb News Summary

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

• Positive Sentiment: Erste Group’s FY2026 earnings estimate for Bristol Myers Squibb stayed in line with Wall Street expectations, reinforcing the view that current earnings are stable and the stock remains attractively valued.
• Positive Sentiment: Zacks highlighted Bristol Myers Squibb as a top-ranked value stock, which may attract income- and value-focused investors looking for defensive healthcare exposure.
• Neutral Sentiment: Analyst revisions were mixed overall, with a small downward tweak to FY2027 EPS but a slightly higher FY2026 forecast, suggesting limited near-term estimate pressure.
• Negative Sentiment: Takeda reported that its AI-designed psoriasis drug, zasocitinib, outperformed BMY’s approved psoriasis treatment Sotyktu in a head-to-head study, raising competitive concerns for one of Bristol Myers Squibb’s growth products. Article Title

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.