Epoch Investment Partners Inc. Purchases 131,472 Shares of Bristol Myers Squibb Company $BMY

Epoch Investment Partners Inc. boosted its position in shares of Bristol Myers Squibb Company (NYSE:BMY) by 12.6% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,172,755 shares of the biopharmaceutical company’s stock after buying an additional 131,472 shares during the quarter. Epoch Investment Partners Inc.’s holdings in Bristol Myers Squibb were worth $63,258,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in BMY. Brighton Jones LLC raised its holdings 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 worth $1,116,000 after purchasing an additional 4,935 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in 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 in the last quarter. United Bank raised its holdings in Bristol Myers Squibb by 15.0% in the 2nd quarter. United Bank now owns 25,148 shares of the biopharmaceutical company’s stock worth $1,164,000 after purchasing an additional 3,277 shares in the last quarter. Marshall Wace LLP bought a new position in Bristol Myers Squibb in the 2nd quarter worth $221,000. Finally, Nebula Research & Development LLC bought a new position in Bristol Myers Squibb in the 2nd quarter worth $405,000. 76.41% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, EVP David V. Elkins sold 30,000 shares of the business’s 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 owned 159,248 shares of the company’s stock, valued at $9,820,824.16. The trade was a 15.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.05% of the stock is owned by insiders.

More Bristol Myers Squibb News

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

• Positive Sentiment: Analyst commentary highlighted that BMY’s growth portfolio now generates more than half of revenue, with Reblozyl, Breyanzi and Cobenfy delivering strong gains that help balance declines in legacy products. Article Title
• Positive Sentiment: Bristol Myers Squibb advanced its Phase 1 liver study for BMS-986435, adding another pipeline update that supports long-term growth prospects. Article Title
• Positive Sentiment: The company also reported momentum in its mavacamten heart-drug franchise, with a real-world study signaling continued traction in the cardiovascular market. Article Title
• Neutral Sentiment: Bristol Myers is rolling out an AI-driven procurement overhaul and expanding an oncology collaboration with Arcus Biosciences, which could improve efficiency and bolster its cancer pipeline over time. Article Title
• Neutral Sentiment: Erste Group made only small tweaks to earnings estimates, leaving FY2026 in line with consensus and slightly trimming FY2027, a mixed signal that does not materially change the near-term outlook. Article Title
• Negative Sentiment: Takeda said its AI-designed psoriasis pill beat Bristol Myers’ Sotyktu in a head-to-head trial, raising competitive concerns for one of BMY’s dermatology assets. Article Title

Wall Street Analyst Weigh In

Several research analysts have commented on the stock. Weiss Ratings restated a “hold (c)” rating on shares of Bristol Myers Squibb in a report on Monday, March 23rd. Wall Street Zen lowered shares of Bristol Myers Squibb from a “strong-buy” rating to a “buy” rating in a report on Saturday, June 6th. Cantor Fitzgerald upped their price objective on shares of Bristol Myers Squibb from $45.00 to $54.00 and gave the stock a “neutral” rating in a report on Wednesday, April 8th. Bank of America decreased their price objective on shares of Bristol Myers Squibb from $68.00 to $67.00 and set a “buy” rating for the company in a report on Thursday, April 9th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $75.00 price target (up from $66.00) on shares of Bristol Myers Squibb in a research note on Monday, February 23rd. Eight analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $61.31.

Bristol Myers Squibb Trading Up 0.3%

NYSE:BMY opened at $57.05 on Friday. Bristol Myers Squibb Company has a one year low of $42.52 and a one year high of $62.89. The company has a debt-to-equity ratio of 2.10, a current ratio of 1.42 and a quick ratio of 1.28. The company’s 50-day simple moving average is $57.73 and its 200 day simple moving average is $56.87. The firm has a market capitalization of $116.49 billion, a P/E ratio of 16.02, a PEG ratio of 0.16 and a beta of 0.24.

Bristol Myers Squibb (NYSE:BMY) last posted its quarterly earnings data on Thursday, April 30th. The biopharmaceutical company reported $1.58 EPS for the quarter, topping 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 quarter in the previous year, the firm posted $1.80 earnings per share. Bristol Myers Squibb’s quarterly 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, analysts forecast that Bristol Myers Squibb Company will post 6.32 EPS for the current fiscal year.

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.