Dimensional Fund Advisors LP Has $1.14 Billion Stock Holdings in Bristol Myers Squibb Company $BMY

Dimensional Fund Advisors LP boosted its position in shares of Bristol Myers Squibb Company (NYSE:BMY) by 2.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 18,762,589 shares of the biopharmaceutical company’s stock after acquiring an additional 520,330 shares during the period. Dimensional Fund Advisors LP owned approximately 0.92% of Bristol Myers Squibb worth $1,137,847,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in BMY. Norges Bank acquired a new stake in shares of Bristol Myers Squibb during the 4th quarter worth approximately $1,947,272,000. AQR Capital Management LLC lifted its position in Bristol Myers Squibb by 172.6% in the fourth quarter. AQR Capital Management LLC now owns 25,796,905 shares of the biopharmaceutical company’s stock worth $1,391,485,000 after purchasing an additional 16,332,924 shares during the period. Bank of New York Mellon Corp boosted its stake in Bristol Myers Squibb by 47.0% during the fourth quarter. Bank of New York Mellon Corp now owns 24,495,875 shares of the biopharmaceutical company’s stock worth $1,321,308,000 after buying an additional 7,837,485 shares in the last quarter. Geode Capital Management LLC increased its holdings in Bristol Myers Squibb by 13.1% in the 4th quarter. Geode Capital Management LLC now owns 52,638,346 shares of the biopharmaceutical company’s stock valued at $2,837,026,000 after buying an additional 6,084,046 shares during the period. Finally, Man Group plc raised its stake in shares of 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 buying an additional 5,503,391 shares in the last quarter. Institutional investors and hedge funds own 76.41% of the company’s stock.

Bristol Myers Squibb Trading Down 0.0%

Shares of Bristol Myers Squibb stock opened at $60.71 on Monday. Bristol Myers Squibb Company has a 12-month low of $42.52 and a 12-month high of $62.89. The stock has a market capitalization of $123.97 billion, a P/E ratio of 17.05, a price-to-earnings-growth ratio of 0.17 and a beta of 0.23. The company has a 50-day simple moving average of $57.02 and a 200 day simple moving average of $57.80. The company has a quick ratio of 1.28, a current ratio of 1.42 and a debt-to-equity ratio of 2.10.

Bristol Myers Squibb (NYSE:BMY) last released its quarterly earnings results on Thursday, April 30th. The biopharmaceutical company reported $1.58 EPS for the quarter, beating analysts’ consensus estimates 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 firm 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 earnings per share. The company’s revenue for the quarter was up 2.6% compared to the same quarter last year. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Research analysts expect that Bristol Myers Squibb Company will post 6.34 earnings per share for the current fiscal year.

Bristol Myers Squibb Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Thursday, July 2nd will be paid a $0.63 dividend. The ex-dividend date of this dividend is Thursday, July 2nd. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.2%. Bristol Myers Squibb’s payout ratio is currently 70.79%.

Analyst Ratings Changes

A number of research firms have recently commented on BMY. Citigroup reaffirmed a “neutral” rating on shares of Bristol Myers Squibb in a report on Friday, May 1st. Bank of America dropped their price target on shares of Bristol Myers Squibb from $67.00 to $66.00 and set a “buy” rating for the company in a research report on Friday, July 10th. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $54.00 price objective on shares of Bristol Myers Squibb in a report on Monday, July 6th. Guggenheim reiterated a “buy” rating and issued a $72.00 price objective on shares of Bristol Myers Squibb in a research note on Wednesday, April 8th. Finally, UBS Group reissued a “buy” rating on shares of Bristol Myers Squibb in a report on Thursday, May 28th. Eight equities research 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’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $61.25.

Key Headlines Impacting Bristol Myers Squibb

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

• Positive Sentiment: The FDA accepted Bristol Myers Squibb’s NDA for mezigdomide in relapsed/refractory multiple myeloma, a meaningful regulatory step that could strengthen the company’s oncology pipeline and future revenue prospects. Bristol Myers Squibb (BMY) Wins FDA Review For Mezigdomide In Multiple Myeloma
• Positive Sentiment: Unusual options activity showed traders buying a notably higher-than-average number of call options, suggesting some investors are positioning for additional upside in BMY.
• Positive Sentiment: Recent commentary highlighted Bristol Myers Squibb as a strong value stock, reinforcing the view that the shares may still look attractive on valuation grounds. Here’s Why Bristol Myers Squibb (BMY) is a Strong Value Stock
• Neutral Sentiment: Brokerage coverage continues to point to a “Hold” consensus, indicating analysts are not broadly turning more bullish or bearish on the stock. Bristol Myers Squibb Company (NYSE:BMY) Receives Consensus Rating of “Hold” from Brokerages
• Neutral Sentiment: Erste Group slightly lowered its FY2027 EPS estimate to $6.10 from $6.12, but the change is modest and still near consensus, so it is unlikely to be a major near-term driver by itself.
• Negative Sentiment: The small downward revision to longer-term earnings expectations may indicate some caution around Bristol Myers Squibb’s post-2026 growth trajectory, which could limit enthusiasm if investors focus on future profitability.

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.