Aberdeen Group plc Has $183.23 Million Holdings in Bristol Myers Squibb Company $BMY

Aberdeen Group plc increased its position in Bristol Myers Squibb Company (NYSE:BMY) by 6.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,396,965 shares of the biopharmaceutical company’s stock after purchasing an additional 216,223 shares during the period. Aberdeen Group plc owned approximately 0.17% of Bristol Myers Squibb worth $183,232,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of BMY. FNY Investment Advisers LLC lifted its holdings in shares of Bristol Myers Squibb by 1,170.7% in the fourth quarter. FNY Investment Advisers LLC now owns 31,500 shares of the biopharmaceutical company’s stock valued at $1,699,000 after purchasing an additional 29,021 shares in the last quarter. Earned Wealth Advisors LLC raised its position in Bristol Myers Squibb by 180.1% in the 4th quarter. Earned Wealth Advisors LLC now owns 17,456 shares of the biopharmaceutical company’s stock valued at $942,000 after buying an additional 11,225 shares during the last quarter. Wealth Advisory Solutions LLC lifted its stake in Bristol Myers Squibb by 6.7% during the 4th quarter. Wealth Advisory Solutions LLC now owns 7,843 shares of the biopharmaceutical company’s stock valued at $423,000 after acquiring an additional 495 shares in the last quarter. Vista Investment Partners LLC boosted its holdings in Bristol Myers Squibb by 8.8% during the 4th quarter. Vista Investment Partners LLC now owns 5,827 shares of the biopharmaceutical company’s stock worth $314,000 after acquiring an additional 470 shares during the last quarter. Finally, Mattern Wealth Management LLC bought a new stake in shares of Bristol Myers Squibb in the 4th quarter worth $205,000. 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: Positive Phase 3 data for Camzyos (SCOUT‑HCM) in adolescents may expand the label/profile for BMY’s cardiac myosin inhibitor, strengthening the late‑stage pipeline and future revenue potential. SCOUT‑HCM Trial Results
• Positive Sentiment: Janux Therapeutics triggered a $35M milestone under its collaboration with BMY after nominating a development candidate — a near‑term cash/partner validation and a de‑risking signal for partnered R&D. Janux Milestone
• Positive Sentiment: Unusually large call‑option activity (≈66,900 calls traded) indicates speculative bullish interest from traders positioning for upside. (Market data entry)
• Positive Sentiment: Analyst commentary and screens (Zacks/Trefis pieces) highlight BMY’s history of earnings surprises and a view that the company has ingredients to beat upcoming results — supportive for investor sentiment. Analyst Coverage
• Neutral Sentiment: Analyses project HNSCC market growth to ~$4.5B by 2034 (CAGR ≈8.4%), a long‑term addressable market note that may matter if BMY advances therapies in that space. HNSCC Market Outlook
• Neutral Sentiment: Reports on growth in the advanced renal cell carcinoma market highlight broader oncology tailwinds that include BMY among peers — useful context but not an immediate stock catalyst. RCC Market Report
• Neutral Sentiment: BMY published community and program updates around multiple myeloma care and equity initiatives — positive for ESG/community positioning but unlikely to move near‑term revenue. Community Program Release
• Negative Sentiment: Insider selling: EVP David V. Elkins sold 30,000 shares at ~$61.67 on April 1 (Form 4 filing), reducing his stake ~15.9% — an action investors may view negatively even if it’s routine. Insider Form 4
• Negative Sentiment: Recent quarterly results (reported Feb. 5) showed an EPS miss ($1.26 vs. $1.65 est.), even as revenue slightly beat; that earnings disappointment and investor focus on near‑term profitability remain headwinds despite FY‑26 guidance of $6.05–$6.35. (Company filings/earnings release)

Insiders Place Their Bets

In other Bristol Myers Squibb news, EVP David V. Elkins sold 30,000 shares of the firm’s stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $61.67, for a total value of $1,850,100.00. Following the completion of the sale, the executive vice president directly owned 159,248 shares of the company’s stock, valued at $9,820,824.16. This trade represents a 15.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Company insiders own 0.09% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on the stock. HSBC increased their target price on shares of Bristol Myers Squibb from $53.00 to $60.00 and gave the company a “hold” rating in a report on Tuesday, March 17th. Scotiabank reiterated a “sector perform” rating and issued a $60.00 price objective (up from $53.00) on shares of Bristol Myers Squibb in a research note on Friday, January 9th. Royal Bank Of Canada assumed coverage on shares of Bristol Myers Squibb in a research report on Tuesday, February 24th. They set a “sector perform” rating and a $60.00 target price on the stock. Leerink Partners boosted their target price on Bristol Myers Squibb from $54.00 to $60.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 13th. Finally, Bank of America raised Bristol Myers Squibb from a “neutral” rating to a “buy” rating and upped their target price for the company from $52.00 to $61.00 in a report on Monday, December 15th. 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, the company currently has an average rating of “Hold” and a consensus price target of $61.41.

Bristol Myers Squibb Price Performance

Shares of NYSE:BMY opened at $59.57 on Friday. The company has a market capitalization of $121.63 billion, a P/E ratio of 17.27, a price-to-earnings-growth ratio of 0.18 and a beta of 0.27. The company’s 50-day moving average is $59.27 and its 200 day moving average is $52.57. The company has a debt-to-equity ratio of 2.32, a quick ratio of 1.14 and a current ratio of 1.26. Bristol Myers Squibb Company has a fifty-two week low of $42.52 and a fifty-two week high of $62.89.

Bristol Myers Squibb (NYSE:BMY) last announced 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). Bristol Myers Squibb had a return on equity of 69.65% and a net margin of 14.64%.The company had revenue of $12.50 billion during the quarter, compared to the consensus estimate of $12.24 billion. During the same period in the prior year, the firm posted $1.67 EPS. The business’s revenue was up 1.3% on a year-over-year basis. 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 earnings per share for the current 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 paid a $0.63 dividend. The ex-dividend date is Thursday, April 2nd. This represents a $2.52 annualized dividend and a yield of 4.2%. Bristol Myers Squibb’s dividend payout ratio is presently 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.