Bristol Myers Squibb Company $BMY Shares Sold by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund cut its position in shares of Bristol Myers Squibb Company (NYSE:BMY) by 4.1% during the 4th quarter, Holdings Channel reports. The firm owned 489,806 shares of the biopharmaceutical company’s stock after selling 20,800 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Bristol Myers Squibb were worth $26,420,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Physician Wealth Advisors Inc. increased its position in shares of Bristol Myers Squibb by 73.5% during the 4th quarter. Physician Wealth Advisors Inc. now owns 477 shares of the biopharmaceutical company’s stock valued at $26,000 after purchasing an additional 202 shares during the period. Darwin Wealth Management LLC bought a new stake in shares of Bristol Myers Squibb during the 2nd quarter worth $25,000. EQ Wealth Advisors LLC bought a new stake in shares of Bristol Myers Squibb during the 4th quarter worth $32,000. Garner Asset Management Corp bought a new stake in shares of Bristol Myers Squibb during the 4th quarter worth $35,000. Finally, Beacon Financial Strategies CORP bought a new stake in shares of Bristol Myers Squibb during the 4th quarter worth $38,000. 76.41% of the stock is currently owned by institutional investors and hedge funds.

Bristol Myers Squibb Stock Performance

Shares of Bristol Myers Squibb stock opened at $57.24 on Friday. The stock has a market cap of $116.88 billion, a PE ratio of 16.08, a price-to-earnings-growth ratio of 0.16 and a beta of 0.24. The business has a fifty day simple moving average of $58.10 and a 200-day simple moving average of $56.52. The company has a quick ratio of 1.28, a current ratio of 1.42 and a debt-to-equity ratio of 2.10. Bristol Myers Squibb Company has a 12 month low of $42.52 and a 12 month high of $62.89.

Bristol Myers Squibb (NYSE:BMY) last issued its earnings results on Thursday, April 30th. The biopharmaceutical company reported $1.58 EPS for the quarter, topping the consensus estimate 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 return on equity of 64.87% and a net margin of 15.01%.Bristol Myers Squibb’s revenue was up 2.6% compared to the same quarter last year. During the same quarter last year, the firm posted $1.80 earnings per share. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. On average, sell-side analysts anticipate that Bristol Myers Squibb Company will post 6.32 EPS for the current fiscal year.

Insider Activity at Bristol Myers Squibb

In other 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 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 sale was disclosed in a filing with the SEC, which is available at this link. 0.05% of the stock is currently owned by company insiders.

Key Bristol Myers Squibb News

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

• Positive Sentiment: The European Commission approved Opdivo plus AVD as the first immunotherapy-based frontline regimen for previously untreated stage III or IV classical Hodgkin lymphoma in the EU, which could expand Bristol Myers Squibb’s reach in a key oncology market. How Investors May Respond To Bristol Myers Squibb (BMY) Winning EU Nod For First-Line Opdivo Regimen
• Positive Sentiment: At ASCO 2026, Bristol Myers Squibb highlighted promising late-stage cancer data, including Phase 3 results for mezigdomide in relapsed or refractory multiple myeloma and survival data for izalontamab brengitecan, reinforcing the company’s pipeline momentum. Bristol-Myers Squibb Cancer Wins Test Investor Patience On Valuation
• Positive Sentiment: Arcus Biosciences and Bristol Myers Squibb expanded their kidney cancer collaboration to advance casdatifan combinations in ccRCC, giving BMY another clinical-development opportunity in oncology. Arcus, Bristol Myers Team Up to Advance Kidney Cancer Study
• Neutral Sentiment: Several articles noted that Bristol Myers Squibb remains attractive to value and dividend-focused investors, with commentary pointing to its yield and dividend durability rather than a major near-term catalyst. Billionaire Izzy Englander Just Made a Big Bet on This Beaten-Down High-Yield Dividend Stock
• Neutral Sentiment: Bristol Myers Squibb also drew attention from an options-volume report, suggesting heightened trading interest, though the item did not point to a specific fundamental driver. Bristol Myers Squibb Sees Unusually High Options Volume (NYSE:BMY)

Analyst Ratings Changes

BMY has been the subject of several research reports. Weiss Ratings reissued a “hold (c)” rating on shares of Bristol Myers Squibb in a research note on Monday, March 23rd. Wall Street Zen lowered Bristol Myers Squibb from a “strong-buy” rating to a “buy” rating in a research note on Saturday. Citigroup reissued a “neutral” rating on shares of Bristol Myers Squibb in a research note on Friday, May 1st. Bank of America reduced their price objective on Bristol Myers Squibb from $68.00 to $67.00 and set a “buy” rating for the company in a research note on Thursday, April 9th. Finally, Guggenheim reissued a “buy” rating and set a $72.00 price objective on shares of Bristol Myers Squibb in a research note on Wednesday, April 8th. Eight research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $61.31.

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.