China Universal Asset Management Co. Ltd. Purchases New Stake in Bristol Myers Squibb Company $BMY

China Universal Asset Management Co. Ltd. acquired a new position in shares of Bristol Myers Squibb Company (NYSE:BMY) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 10,000 shares of the biopharmaceutical company’s stock, valued at approximately $451,000.

A number of other institutional investors have also modified their holdings of the stock. Norges Bank bought a new stake in Bristol Myers Squibb in the second quarter valued at about $1,554,154,000. Charles Schwab Investment Management Inc. grew its position in shares of Bristol Myers Squibb by 16.8% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 70,802,680 shares of the biopharmaceutical company’s stock worth $3,277,456,000 after acquiring an additional 10,195,775 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its holdings in shares of Bristol Myers Squibb by 428.5% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 11,311,281 shares of the biopharmaceutical company’s stock valued at $523,599,000 after acquiring an additional 9,171,098 shares during the last quarter. Man Group plc raised its position in shares of Bristol Myers Squibb by 280.4% during the 2nd quarter. Man Group plc now owns 7,465,845 shares of the biopharmaceutical company’s stock valued at $345,594,000 after acquiring an additional 5,503,391 shares in the last quarter. Finally, Franklin Resources Inc. lifted its stake in Bristol Myers Squibb by 142.8% during the second quarter. Franklin Resources Inc. now owns 8,436,811 shares of the biopharmaceutical company’s stock worth $390,541,000 after purchasing an additional 4,961,869 shares during the last quarter. Institutional investors and hedge funds own 76.41% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. Barclays began coverage on shares of Bristol Myers Squibb in a report on Thursday. They set an “overweight” rating and a $75.00 target price on the stock. The Goldman Sachs Group reiterated a “neutral” rating and set a $57.00 price objective (up previously from $51.00) on shares of Bristol Myers Squibb in a research note on Tuesday, December 2nd. UBS Group upgraded Bristol Myers Squibb from a “neutral” rating to a “buy” rating and lifted their target price for the company from $46.00 to $65.00 in a research note on Wednesday, January 7th. Piper Sandler reissued an “overweight” rating and issued a $66.00 price target (up previously from $62.00) on shares of Bristol Myers Squibb in a report on Wednesday, January 28th. Finally, Truist Financial set a $65.00 price objective on Bristol Myers Squibb in a research report on Wednesday, December 3rd. Nine equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $60.19.

Bristol Myers Squibb Stock Performance

Shares of BMY stock opened at $60.66 on Friday. Bristol Myers Squibb Company has a 12-month low of $42.52 and a 12-month high of $63.33. The company has a debt-to-equity ratio of 2.32, a current ratio of 1.26 and a quick ratio of 1.14. The firm has a market capitalization of $123.53 billion, a price-to-earnings ratio of 17.58, a price-to-earnings-growth ratio of 0.17 and a beta of 0.29. The business has a 50 day simple moving average of $56.22 and a 200 day simple moving average of $50.00.

Bristol Myers Squibb (NYSE:BMY) last announced its quarterly earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $12.24 billion. During the same quarter last year, the firm posted $1.67 EPS. The company’s revenue 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. On average, equities research analysts anticipate that Bristol Myers Squibb Company will post 6.74 EPS for the current year.

Bristol Myers Squibb Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Friday, January 2nd were paid a $0.63 dividend. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.2%. This is an increase from Bristol Myers Squibb’s previous quarterly dividend of $0.62. Bristol Myers Squibb’s dividend payout ratio (DPR) is currently 73.04%.

Trending Headlines about Bristol Myers Squibb

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

• Positive Sentiment: Barclays initiated U.S. large‑cap biopharma coverage and included Bristol‑Myers Squibb among four preferred picks, arguing the sector could regain investor attention and highlighting BMY as a top choice. This institutional endorsement likely helped buying interest. Barclays launches U.S. biopharma coverage with four preferred picks
• Positive Sentiment: BMY reported completion of a mavacamten safety‑extension study update, which clarifies the long‑term safety profile for its hypertrophic cardiomyopathy program — a de‑risking event for a later‑stage asset and a potential long‑term revenue driver. BMY’s Mavacamten Safety Extension Wraps Up
• Positive Sentiment: Analyst/commentary pieces highlight BMY’s oncology franchise and new drug launches, noting cost cuts and a stronger 2026 outlook versus peers — reinforcing confidence in revenue stability and medium‑term growth. Bristol‑Myers Squibb: Oncology Franchise Remains A Core Strength
• Neutral Sentiment: Comparative analyst coverage (Zacks/Money pieces) argues BMY edges Merck in the 2026 setup due to product launches and cost actions — a relative positive versus peers but not new company‑specific catalysts. Merck vs. Bristol Myers: Which Pharma Stock Is a Better Pick in 2026?
• Neutral Sentiment: Coverage discussing an Iberdomide regulatory review and an AI partnership adds new angles to BMY’s mid‑cycle outlook; informative for pipeline expectations but not an immediate earnings swing. Iberdomide Review And AI Alliance Add New Angles To BMY Outlook
• Negative Sentiment: Zacks Research issued a series of downward revisions to several near‑term EPS estimates (notably Q1/Q2 2026 and FY2027 trims), which introduces caution around short‑term earnings momentum and could cap upside until upcoming results confirm guidance.

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.