National Pension Service Acquires 426,697 Shares of Bristol Myers Squibb Company $BMY

29 May 2026, 07:52 by Scott Moore · The Cerbat Gem

National Pension Service raised its holdings in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 8.4% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,533,216 shares of the biopharmaceutical company’s stock after purchasing an additional 426,697 shares during the period. National Pension Service’s holdings in Bristol Myers Squibb were worth $298,462,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of BMY. Geode Capital Management LLC boosted 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 purchasing an additional 6,084,046 shares during the period. Man Group plc raised its position 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. Two Sigma Investments LP raised its position in shares of Bristol Myers Squibb by 530.6% in 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 position 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 buying an additional 3,982,439 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its position in shares of Bristol Myers Squibb by 31.1% in 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. Institutional investors own 76.41% of the company’s stock.

Insider Transactions at Bristol Myers Squibb

In related news, EVP David V. Elkins sold 30,000 shares of the company’s stock in a transaction that occurred on 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 completion of the transaction, the executive vice president directly owned 159,248 shares in the company, valued at $9,820,824.16. This represents a 15.85% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 0.05% of the stock is currently owned by corporate insiders.

Bristol Myers Squibb Price Performance

BMY stock opened at $56.93 on Friday. The company has a 50 day simple moving average of $58.36 and a 200 day simple moving average of $56.25. The stock has a market cap of $116.26 billion, a price-to-earnings ratio of 15.99, a P/E/G ratio of 0.16 and a beta of 0.26. Bristol Myers Squibb Company has a 1 year low of $42.52 and a 1 year high of $62.89. The company has a debt-to-equity ratio of 2.10, a current ratio of 1.42 and a quick ratio of 1.28.

Bristol Myers Squibb (NYSE:BMY – Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The biopharmaceutical company reported $1.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.42 by $0.16. The business had revenue of $11.49 billion during the quarter, compared to analysts’ expectations of $10.93 billion. Bristol Myers Squibb had a net margin of 15.01% and a return on equity of 64.87%. The firm’s quarterly revenue was up 2.6% compared to the same quarter last year. During the same period in the prior year, the company earned $1.80 EPS. 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 6.31 EPS for the current fiscal year.

Bristol Myers Squibb Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 1st. Investors of record on Thursday, April 2nd were given a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a yield of 4.4%. The ex-dividend date was Thursday, April 2nd. Bristol Myers Squibb’s dividend payout ratio is currently 70.79%.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the stock. Royal Bank Of Canada assumed coverage on shares of Bristol Myers Squibb in a research report on Tuesday, February 24th. They issued a “sector perform” rating and a $60.00 target price for the company. HSBC boosted their target price 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. Guggenheim restated a “buy” rating and issued a $72.00 target price on shares of Bristol Myers Squibb in a research report on Wednesday, April 8th. Bank of America dropped their target price on shares of Bristol Myers Squibb from $68.00 to $67.00 and set a “buy” rating for the company in a research report on Thursday, April 9th. Finally, Piper Sandler restated an “overweight” rating and issued a $75.00 target price (up from $66.00) on shares of Bristol Myers Squibb in a research report on Monday, February 23rd. Eight research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Bristol Myers Squibb has an average rating of “Hold” and a consensus price target of $61.31.

Check Out Our Latest Stock Report on Bristol Myers Squibb

Bristol Myers Squibb Profile

(Free Report)

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.