Allspring Global Investments Holdings LLC Buys 67,783 Shares of Bristol Myers Squibb Company $BMY

Allspring Global Investments Holdings LLC increased its stake in shares of Bristol Myers Squibb Company (NYSE:BMY) by 7.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,038,430 shares of the biopharmaceutical company’s stock after buying an additional 67,783 shares during the period. Allspring Global Investments Holdings LLC owned 0.05% of Bristol Myers Squibb worth $55,514,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also bought and sold shares of the company. Man Group plc boosted its stake in Bristol Myers Squibb by 280.4% in the 2nd quarter. Man Group plc now owns 7,465,845 shares of the biopharmaceutical company’s stock valued at $345,594,000 after purchasing an additional 5,503,391 shares during the period. Two Sigma Investments LP grew its stake in shares of Bristol Myers Squibb by 530.6% in the third quarter. Two Sigma Investments LP now owns 5,453,357 shares of the biopharmaceutical company’s stock valued at $245,946,000 after acquiring an additional 4,588,601 shares in the last quarter. Van ECK Associates Corp increased its position in Bristol Myers Squibb by 67.8% during the third quarter. Van ECK Associates Corp now owns 9,859,915 shares of the biopharmaceutical company’s stock worth $444,682,000 after acquiring an additional 3,982,439 shares during the period. First Trust Advisors LP raised its stake in Bristol Myers Squibb by 393.2% in the 2nd quarter. First Trust Advisors LP now owns 4,592,548 shares of the biopharmaceutical company’s stock worth $212,589,000 after purchasing an additional 3,661,431 shares in the last quarter. Finally, Independent Franchise Partners LLP boosted its holdings in Bristol Myers Squibb by 20.6% in the 2nd quarter. Independent Franchise Partners LLP now owns 20,976,954 shares of the biopharmaceutical company’s stock valued at $971,023,000 after purchasing an additional 3,583,163 shares during the period. Institutional investors and hedge funds own 76.41% of the company’s stock.

Bristol Myers Squibb News Roundup

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

• Positive Sentiment: Janux Therapeutics nominated a development candidate under its collaboration with Bristol Myers Squibb, triggering a $35 million milestone payment to BMY — a direct near-term cash inflow and validation of the partnered immunotherapy approach. Janux Therapeutics Announces Development Candidate Nomination Under Bristol Myers Squibb Collaboration, Triggering $35 Million Milestone Payment
• Positive Sentiment: Unusual options activity: traders bought ~66,895 call contracts (about +81% vs. typical volume), indicating speculative bullish positioning that can amplify upside intraday. (Market activity report)
• Positive Sentiment: Camzyos adolescent Phase 3 trial met its primary endpoint, supporting label expansion into younger patients — that broadens the addressable market for BMY’s cardiovascular franchise and is a tangible pipeline upside. Camzyos Adolescent Trial Success Might Change The Case For Investing In Bristol-Myers Squibb (BMY)
• Positive Sentiment: Analyst/earnings commentary (Zacks/Yahoo) highlights BMY’s history of earnings surprises and positions the company as likely to beat next quarter — positive for investor sentiment around forward EPS outlook. Will Bristol Myers (BMY) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Ariel Global Fund re-added Bristol Myers Squibb on “pipeline strength and attractive valuation,” signaling institutional buying interest from a value-oriented manager — supportive for medium-term demand. Ariel Global Fund Re-Added Bristol-Myers Squibb Company (BMY) on Pipeline Strength and Attractive Valuation
• Neutral Sentiment: Bristol Myers Squibb published a patient-guided survey initiative in multiple myeloma to elevate lived experience and equity in care — positive for reputation and long-term stakeholder engagement but unlikely to move near-term revenue. Bristol Myers Squibb Evolves and Expands Standing in the Gaap To Advance More Equitable Care in Multiple Myeloma As Program Marks Ten Years
• Neutral Sentiment: Industry market reports (kidney/renal cell carcinoma) project multi-year growth and list BMY among major players — positive context for addressable market expansion but not an immediate catalyst. Advanced Renal Cell Carcinoma Treatment Market to Grow by $3.1 Billion During 2026-2030
• Neutral Sentiment: Recent market commentary and data pieces note BMY has gained but still trails broader market performance — descriptive market context rather than a specific new catalyst. Bristol Myers Squibb Co. stock rises Tuesday, still underperforms market

Analyst Ratings Changes

BMY has been the topic of several recent research reports. Barclays assumed coverage on shares of Bristol Myers Squibb in a report on Thursday, February 19th. They set an “overweight” rating and a $75.00 target price on the stock. Citigroup increased their price target on Bristol Myers Squibb from $60.00 to $64.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. Scotiabank restated a “sector perform” rating and set a $60.00 price objective (up from $53.00) on shares of Bristol Myers Squibb in a research note on Friday, January 9th. Morgan Stanley reaffirmed an “underweight” rating and issued a $40.00 price objective on shares of Bristol Myers Squibb in a report on Friday, February 6th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Bristol Myers Squibb in a research report on Monday, March 23rd. 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’s stock. Based on data from MarketBeat, Bristol Myers Squibb has an average rating of “Hold” and a consensus price target of $61.41.

Bristol Myers Squibb Trading Up 1.9%

BMY opened at $61.79 on Thursday. The company has a market cap of $126.16 billion, a P/E ratio of 17.91, a PEG 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. The company’s 50 day moving average is $59.18 and its 200-day moving average is $52.52. Bristol Myers Squibb Company has a 1-year low of $42.52 and a 1-year high of $62.89.

Bristol Myers Squibb (NYSE:BMY) last issued its quarterly earnings data on Thursday, February 5th. The biopharmaceutical company reported $1.26 EPS for the quarter, missing the consensus estimate of $1.65 by ($0.39). The company had revenue of $12.50 billion during the quarter, compared to the consensus estimate of $12.24 billion. Bristol Myers Squibb had a net margin of 14.64% and a return on equity of 69.65%. Bristol Myers Squibb’s revenue for the quarter was up 1.3% on a year-over-year basis. During the same period in the previous year, the company earned $1.67 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Equities research 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 company also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Thursday, April 2nd will be issued a dividend of $0.63 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $2.52 annualized dividend and a dividend yield of 4.1%. Bristol Myers Squibb’s dividend payout ratio (DPR) is 73.04%.

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.