Sigma Planning Corp Grows Holdings in Bristol Myers Squibb Company $BMY

Sigma Planning Corp raised its stake in Bristol Myers Squibb Company (NYSE:BMY) by 14.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 77,789 shares of the biopharmaceutical company’s stock after acquiring an additional 9,703 shares during the quarter. Sigma Planning Corp’s holdings in Bristol Myers Squibb were worth $4,196,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Man Group plc lifted 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 buying an additional 5,503,391 shares during the last quarter. Two Sigma Investments LP lifted its stake in shares of Bristol Myers Squibb by 530.6% during the 3rd quarter. Two Sigma Investments LP now owns 5,453,357 shares of the biopharmaceutical company’s stock valued at $245,946,000 after buying an additional 4,588,601 shares in the last quarter. Van ECK Associates Corp raised its holdings in shares of Bristol Myers Squibb by 67.8% in the 3rd quarter. Van ECK Associates Corp now owns 9,859,915 shares of the biopharmaceutical company’s stock valued at $444,682,000 after acquiring an additional 3,982,439 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of Bristol Myers Squibb by 31.1% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 14,833,977 shares of the biopharmaceutical company’s stock valued at $669,012,000 after buying an additional 3,522,696 shares in the last quarter. Finally, AQR Capital Management LLC raised its holdings in shares of Bristol Myers Squibb by 56.0% during the 3rd quarter. AQR Capital Management LLC now owns 9,463,981 shares of the biopharmaceutical company’s stock valued at $426,352,000 after buying an additional 3,396,041 shares in the last quarter. 76.41% of the stock is currently owned by hedge funds and other institutional investors.

Key Bristol Myers Squibb News

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

• Positive Sentiment: BMY posted a Q1 beat — $1.58 EPS vs. consensus ~$1.42 and $11.49B revenue — driven by growth drugs and Eliquis outperformance, which supports near‑term cash flow. Bristol Myers posts higher-than-expected quarterly profit on blood thinner, cancer sales
• Positive Sentiment: Management reiterated FY outlook and emphasized the “growth portfolio” (Breyanzi, Camzyos) and cost‑cutting progress as drivers of durable margin improvement. Bristol-Myers Squibb Signals Confident Path After Q1 Call
• Positive Sentiment: Pipeline catalysts could lift long‑term growth: Phase III readouts for milvexian (potential Eliquis successor) and Cobenfy (schizophrenia) are highlighted as multi‑year drivers. BMS brings the buzz around late-stage readouts amid a so-so Q1
• Neutral Sentiment: Analysts’ consensus price target sits near $61.31, indicating limited upside from current levels absent new positive catalysts. Bristol Myers Squibb Company (NYSE:BMY) Receives $61.31 Consensus PT from Analysts
• Negative Sentiment: FY 2026 guidance (EPS 6.05–6.35; revenue $46.0–47.5B) left the revenue midpoint slightly below the Street, tempering upside after the quarter and contributing to profit‑taking. Bristol Myers Squibb Reports First Quarter Financial Results for 2026
• Negative Sentiment: Analysts/coverage notes emphasize the scale of the Eliquis patent cliff (multi‑billion dollar risk over coming years), which pressures valuation beyond near‑term beats. Thinning revenues: inside the $14bn Eliquis patent cliff
• Negative Sentiment: Bernstein maintained a Hold rating, signaling that some investors and analysts want clearer evidence that growth and pipeline will offset legacy declines. Bernstein Sticks to Their Hold Rating for Bristol-Myers Squibb (BMY)

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the stock. HSBC boosted their price objective on shares of Bristol Myers Squibb from $53.00 to $60.00 and gave the company a “hold” rating in a research report on Tuesday, March 17th. Barclays initiated coverage on Bristol Myers Squibb in a research note on Thursday, February 19th. They issued an “overweight” rating and a $75.00 price target on the stock. Royal Bank Of Canada initiated coverage on Bristol Myers Squibb in a research note on Tuesday, February 24th. They issued a “sector perform” rating and a $60.00 price target on the stock. Wells Fargo & Company reaffirmed an “outperform” rating and issued a $60.00 price target (up from $55.00) on shares of Bristol Myers Squibb in a research note on Friday, February 6th. Finally, Cantor Fitzgerald upped their price target on Bristol Myers Squibb from $45.00 to $54.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 8th. Eight analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $61.31.

Bristol Myers Squibb Stock Down 3.9%

Shares of Bristol Myers Squibb stock opened at $58.24 on Friday. Bristol Myers Squibb Company has a twelve month low of $42.52 and a twelve month high of $62.89. The company’s 50 day moving average is $59.56 and its 200 day moving average is $54.48. The company has a quick ratio of 1.14, a current ratio of 1.26 and a debt-to-equity ratio of 2.32. The company has a market cap of $118.92 billion, a price-to-earnings ratio of 16.88, a price-to-earnings-growth ratio of 0.17 and a beta of 0.26.

Bristol Myers Squibb (NYSE:BMY) last posted its quarterly earnings data on Thursday, April 30th. The biopharmaceutical company reported $1.58 EPS for the quarter, topping the consensus estimate of $1.42 by $0.16. Bristol Myers Squibb had a return on equity of 66.57% and a net margin of 15.01%.The firm had revenue of $11.49 billion for the quarter, compared to the consensus estimate of $10.93 billion. During the same quarter last year, the company earned $1.80 earnings per share. The business’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 anticipate that Bristol Myers Squibb Company will post 6.27 EPS for the current year.

Bristol Myers Squibb Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Thursday, April 2nd were given a dividend of $0.63 per share. The ex-dividend date of this dividend was Thursday, April 2nd. This represents a $2.52 annualized dividend and a dividend yield of 4.3%. Bristol Myers Squibb’s payout ratio is currently 73.04%.

Insider Buying and Selling at Bristol Myers Squibb

In related news, EVP David V. Elkins sold 30,000 shares of the company’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $61.67, for a total transaction of $1,850,100.00. Following the transaction, the executive vice president directly owned 159,248 shares in the company, valued at approximately $9,820,824.16. This represents a 15.85% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.05% of the company’s stock.

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.