Natixis Advisors LLC Purchases 44,698 Shares of Bristol Myers Squibb Company $BMY

Natixis Advisors LLC boosted its position in shares of Bristol Myers Squibb Company (NYSE:BMY) by 8.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 590,260 shares of the biopharmaceutical company’s stock after buying an additional 44,698 shares during the period. Natixis Advisors LLC’s holdings in Bristol Myers Squibb were worth $26,621,000 as of its most recent SEC filing.

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

Key Headlines Impacting Bristol Myers Squibb

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

• Positive Sentiment: Positive Phase 3 SUCCESSOR-2 data — Oral mezigdomide combo improved progression-free survival in relapsed/refractory multiple myeloma, advancing BMY’s CELMoD program and de‑risking a high-value oncology asset. This is likely to broaden future revenue potential if regulatory paths proceed. Bristol Myers Squibb Announces Positive Phase 3 Results (BusinessWire)
• Positive Sentiment: FDA expands Sotyktu (TYK2 inhibitor) label to include psoriatic arthritis after strong POETYK data — adds a near-term commercial opportunity that can increase prescription volume and support top-line growth for the TYK2 franchise. BMY Wins FDA Nod to Expand Sotyktu Label (Zacks)
• Positive Sentiment: Pipeline update highlights TYK2 and CELMoD milestones — company commentary reinforced clinical momentum across multiple programs, which supports medium‑term growth expectations if approvals/commercial launches follow. Bristol Myers Squibb Pipeline Update (Yahoo Finance)
• Neutral Sentiment: Reuters and other outlets independently reported the same late‑stage oncology success, increasing media visibility but duplicating the primary clinical newsflow. This broad coverage can attract investor attention but may already be priced in. Bristol’s cancer treatment meets main goal (Reuters)
• Neutral Sentiment: Valuation/strategy pieces assess BMY’s revenue and earnings reset driven by the growth portfolio — useful for longer‑term investors but not immediate catalysts. Analysts’ models diverge on how quickly pipeline wins translate to consensus EPS. Assessing Bristol Myers Squibb Valuation (Yahoo Finance)
• Neutral Sentiment: Market commentary and stock‑interest articles (Zacks/Yahoo/MSN) have increased attention on BMY; trending interest can raise volatility but is not a directional fundamental change. Is Trending Stock Bristol Myers Squibb a Buy Now? (Yahoo/Zacks)
• Neutral Sentiment: Sector/market reports and portfolio reviews (Seeking Alpha, industry reports) referenced broader healthcare dynamics; these provide context but are not company‑specific catalysts. Virtus Large Cap Growth SMA Q4 2025 Portfolio Review (Seeking Alpha)
• Negative Sentiment: Analyst consensus remains a “Hold” — suggests analysts see upside risks balanced by execution or valuation concerns, which can cap upside near term and pressure the stock despite positive pipeline headlines. Bristol Myers Squibb Given Consensus Rating of “Hold” (American Banking News)

Bristol Myers Squibb Stock Performance

Shares of Bristol Myers Squibb stock opened at $60.11 on Wednesday. The company has a current ratio of 1.26, a quick ratio of 1.14 and a debt-to-equity ratio of 2.32. The stock’s fifty day moving average price is $57.90 and its 200-day moving average price is $51.20. The firm has a market cap of $122.41 billion, a P/E ratio of 17.42, a P/E/G ratio of 0.17 and a beta of 0.26. Bristol Myers Squibb Company has a 12 month low of $42.52 and a 12 month high of $63.33.

Bristol Myers Squibb (NYSE:BMY) last issued its earnings results on Thursday, February 5th. The biopharmaceutical company reported $1.26 earnings per share (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 business had revenue of $12.50 billion for the quarter, compared to the consensus estimate of $12.24 billion. During the same quarter in the previous year, the company earned $1.67 earnings per share. The firm’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 expect that Bristol Myers Squibb Company will post 6.74 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 Friday, May 1st. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 4.2%. The ex-dividend date of this dividend is Thursday, April 2nd. Bristol Myers Squibb’s dividend payout ratio (DPR) is 73.04%.

Analyst Ratings Changes

BMY has been the topic of a number of recent analyst reports. Scotiabank reissued a “sector perform” rating and issued a $60.00 price objective (up from $53.00) on shares of Bristol Myers Squibb in a research report on Friday, January 9th. Cantor Fitzgerald reissued a “neutral” rating on shares of Bristol Myers Squibb in a research note on Monday, November 24th. Barclays initiated coverage on Bristol Myers Squibb in a research report on Thursday, February 19th. They issued an “overweight” rating and a $75.00 price objective on the stock. BMO Capital Markets reissued a “market perform” rating on shares of Bristol Myers Squibb in a research note on Monday, November 17th. Finally, Truist Financial set a $65.00 price target on shares of Bristol Myers Squibb in a research note on Wednesday, December 3rd. 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.com, Bristol Myers Squibb presently has an average rating of “Hold” and an average price target of $61.00.

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.