IFM Investors Pty Ltd Raises Stake in Bristol Myers Squibb Company $BMY

IFM Investors Pty Ltd boosted its position in Bristol Myers Squibb Company (NYSE:BMY) by 2.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 421,486 shares of the biopharmaceutical company’s stock after purchasing an additional 8,875 shares during the period. IFM Investors Pty Ltd’s holdings in Bristol Myers Squibb were worth $22,735,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of BMY. Brighton Jones LLC boosted its position in 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 buying an additional 4,935 shares during the last quarter. Sivia Capital Partners LLC boosted its position in 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 buying an additional 2,786 shares during the last quarter. United Bank boosted its position in 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 buying an additional 3,277 shares during the last quarter. Marshall Wace LLP purchased a new stake in Bristol Myers Squibb in the second quarter valued at approximately $221,000. Finally, Nebula Research & Development LLC purchased a new stake in Bristol Myers Squibb in the second quarter valued at approximately $405,000. Hedge funds and other institutional investors own 76.41% of the company’s stock.

Bristol Myers Squibb Trading Up 2.4%

Shares of NYSE:BMY opened at $56.96 on Friday. The company has a current ratio of 1.42, a quick ratio of 1.28 and a debt-to-equity ratio of 2.10. The company has a market capitalization of $116.31 billion, a PE ratio of 16.00, a PEG ratio of 0.16 and a beta of 0.24. The business has a 50 day moving average of $57.83 and a two-hundred day moving average of $56.87. Bristol Myers Squibb Company has a 12-month low of $42.52 and a 12-month high of $62.89.

Bristol Myers Squibb (NYSE:BMY) last announced its earnings results on Thursday, April 30th. The biopharmaceutical company reported $1.58 earnings per share for the quarter, topping the consensus estimate of $1.42 by $0.16. The business had revenue of $11.49 billion during the quarter, compared to the consensus estimate of $10.93 billion. Bristol Myers Squibb had a return on equity of 64.87% and a net margin of 15.01%.The business’s quarterly revenue was up 2.6% on a year-over-year basis. During the same period in the prior year, the company posted $1.80 EPS. 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 year.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on BMY shares. UBS Group reissued a “buy” rating on shares of Bristol Myers Squibb in a report on Thursday, May 28th. Citigroup reissued a “neutral” rating on shares of Bristol Myers Squibb in a report on Friday, May 1st. Cantor Fitzgerald boosted their price target on Bristol Myers Squibb from $45.00 to $54.00 and gave the company a “neutral” rating in a report on Wednesday, April 8th. Bank of America decreased their price target on 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, Guggenheim reissued a “buy” rating and issued a $72.00 price target on shares of Bristol Myers Squibb in a report on Wednesday, April 8th. Eight research 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’s stock. Based on data from MarketBeat, Bristol Myers Squibb currently has an average rating of “Hold” and an average target price of $61.31.

Key Headlines Impacting Bristol Myers Squibb

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

Insider Buying and Selling at Bristol Myers Squibb

In other news, EVP David V. Elkins sold 30,000 shares of the company’s stock in a transaction that occurred on Wednesday, April 1st. The stock was 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 $9,820,824.16. This represents a 15.85% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. 0.05% of the stock is currently owned by insiders.

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.