Banque Cantonale Vaudoise Acquires 26,347 Shares of Bristol Myers Squibb Company $BMY

Banque Cantonale Vaudoise lifted its holdings in shares of Bristol Myers Squibb Company (NYSE:BMY) by 26.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 127,772 shares of the biopharmaceutical company’s stock after purchasing an additional 26,347 shares during the period. Banque Cantonale Vaudoise’s holdings in Bristol Myers Squibb were worth $5,762,000 at the end of the most recent reporting period.

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

Key Bristol Myers Squibb News

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

• Positive Sentiment: FDA approves an expanded label for Sotyktu (BMY’s TYK2 inhibitor) for psoriatic arthritis after strong POETYK data — this broadens the drug’s commercial opportunity and supports revenue growth for the immunology portfolio. BMY Wins FDA Nod to Expand Sotyktu Label for Psoriatic Arthritis
• Positive Sentiment: Positive Phase 3 SUCCESSOR-2 results for oral mezigdomide in relapsed/refractory multiple myeloma — a successful registrational trial materially improves approval and commercialization prospects for this CELMoD asset. Bristol Myers Squibb Announces Positive Phase 3 Results from the SUCCESSOR-2 Study
• Positive Sentiment: Late‑stage cancer trial met its primary endpoint and another trial reported improved survival in a late‑stage blood cancer study — these clinical successes reduce execution risk and increase the potential for new oncology approvals and revenue. Bristol’s cancer treatment meets main goal in late-stage trial Bristol’s drug enhances survival rates in late-stage blood cancer trial
• Neutral Sentiment: Market commentary and investor interest pieces (Zacks/Yahoo) note heightened attention in BMY and review valuation/earnings outlooks — these can drive trading volume but are not new company catalysts by themselves. Is Trending Stock Bristol Myers Squibb Company (BMY) a Buy Now? Is Trending Stock Bristol Myers Squibb Company (BMY) a Buy Now?
• Neutral Sentiment: Analysts maintain a consensus “Hold” on BMY — indicates mixed views on valuation vs. growth prospects despite recent clinical wins. Bristol Myers Squibb Company Given Consensus Rating of “Hold”
• Neutral Sentiment: Longer-form investor coverage (Fool) credits BMY’s growth portfolio for offsetting legacy declines and highlights development progress — useful context for medium-term thesis but not an immediate catalyst. Why Bristol Myers Squibb Stock Crushed it in February
• Neutral Sentiment: Broader industry report on anticoagulants shows market growth but is not specific to BMY’s pipeline/products and is therefore a background industry tailwind rather than a direct company catalyst. Anticoagulants Market Competitive Analysis Report 2025
• Neutral Sentiment: Third‑party portfolio review (Virtus Large Cap Growth SMA) mentions overall fund performance; BMY was not a highlighted driver and the item is unlikely to move BMY stock materially. Virtus Large Cap Growth SMA Q4 2025 Portfolio Review

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. Leerink Partners increased their price objective on shares of Bristol Myers Squibb from $54.00 to $60.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 13th. Guggenheim reaffirmed a “buy” rating and issued a $72.00 target price (up from $62.00) on shares of Bristol Myers Squibb in a research report on Friday, February 6th. UBS Group reaffirmed a “buy” rating and set a $70.00 price target on shares of Bristol Myers Squibb in a research note on Friday. Citigroup increased their price target on Bristol Myers Squibb from $60.00 to $64.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Finally, Barclays started coverage on Bristol Myers Squibb in a research note on Thursday, February 19th. They issued an “overweight” rating and a $75.00 price objective for the company. Nine research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Bristol Myers Squibb currently has a consensus rating of “Hold” and a consensus target price of $61.00.

Bristol Myers Squibb Stock Up 0.5%

Shares of NYSE BMY opened at $60.59 on Tuesday. 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 company has a 50-day moving average price of $57.79 and a 200-day moving average price of $51.12. The stock has a market capitalization of $123.38 billion, a P/E ratio of 17.56, a P/E/G ratio of 0.17 and a beta of 0.26. Bristol Myers Squibb Company has a 1 year low of $42.52 and a 1 year high of $63.33.

Bristol Myers Squibb (NYSE:BMY) last posted its earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share for the quarter, missing analysts’ consensus estimates of $1.65 by ($0.39). The business had revenue of $12.50 billion during the quarter, compared to analyst estimates of $12.24 billion. Bristol Myers Squibb had a return on equity of 69.65% and a net margin of 14.64%.The company’s revenue was up 1.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.67 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. On average, equities research analysts forecast that Bristol Myers Squibb Company will post 6.74 EPS for the current fiscal year.

Bristol Myers Squibb Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Thursday, April 2nd will be issued a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.2%. The ex-dividend date is Thursday, April 2nd. Bristol Myers Squibb’s dividend payout ratio (DPR) is currently 73.04%.

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.