Osmosis Investment Management UK Ltd Makes New Investment in Bristol Myers Squibb Company $BMY

Osmosis Investment Management UK Ltd acquired a new stake in Bristol Myers Squibb Company (NYSE:BMY) during the 2nd quarter, Holdings Channel reports. The institutional investor acquired 289,321 shares of the biopharmaceutical company’s stock, valued at approximately $16,671,000. Bristol Myers Squibb accounts for approximately 0.8% of Osmosis Investment Management UK Ltd’s portfolio, making the stock its 25th biggest holding.

A number of other large investors have also modified their holdings of BMY. Norges Bank acquired a new stake in shares of Bristol Myers Squibb during the fourth quarter valued at about $1,947,272,000. AQR Capital Management LLC raised its stake in Bristol Myers Squibb by 172.6% during the fourth quarter. AQR Capital Management LLC now owns 25,796,905 shares of the biopharmaceutical company’s stock valued at $1,391,485,000 after buying an additional 16,332,924 shares in the last quarter. BlackRock Inc. grew its position in shares of Bristol Myers Squibb by 5.1% in the 2nd quarter. BlackRock Inc. now owns 180,384,994 shares of the biopharmaceutical company’s stock worth $10,393,783,000 after acquiring an additional 8,702,106 shares in the last quarter. Bank of New York Mellon Corp increased its holdings in shares of Bristol Myers Squibb by 47.0% in the 4th quarter. Bank of New York Mellon Corp now owns 24,495,875 shares of the biopharmaceutical company’s stock valued at $1,321,308,000 after acquiring an additional 7,837,485 shares during the last quarter. Finally, Geode Capital Management LLC boosted its holdings in Bristol Myers Squibb by 13.1% in the fourth quarter. Geode Capital Management LLC now owns 52,638,346 shares of the biopharmaceutical company’s stock worth $2,837,026,000 after purchasing an additional 6,084,046 shares during the period. Institutional investors and hedge funds own 76.41% of the company’s stock.

Bristol Myers Squibb Stock Up 0.1%

NYSE BMY opened at $67.06 on Monday. Bristol Myers Squibb Company has a 1-year low of $42.52 and a 1-year high of $68.64. The company has a market capitalization of $136.98 billion, a price-to-earnings ratio of 14.77, a PEG ratio of 0.17 and a beta of 0.22. The stock’s 50 day moving average is $60.55 and its two-hundred day moving average is $59.39. The company has a current ratio of 1.53, a quick ratio of 1.38 and a debt-to-equity ratio of 1.89.

Bristol Myers Squibb (NYSE:BMY) last issued its earnings results on Thursday, July 30th. The biopharmaceutical company reported $2.04 EPS for the quarter, beating the consensus estimate of $1.60 by $0.44. The company had revenue of $12.97 billion for the quarter, compared to the consensus estimate of $11.74 billion. Bristol Myers Squibb had a net margin of 18.87% and a return on equity of 66.90%. The firm’s revenue for the quarter was up 5.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.46 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.750-7.000 EPS. Equities analysts forecast that Bristol Myers Squibb Company will post 6.95 earnings per share for the current fiscal year.

Bristol Myers Squibb Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Thursday, July 2nd were issued a dividend of $0.63 per share. The ex-dividend date of this dividend was Thursday, July 2nd. This represents a $2.52 annualized dividend and a yield of 3.8%. Bristol Myers Squibb’s dividend payout ratio is currently 55.51%.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the company. Sanford C. Bernstein upgraded Bristol Myers Squibb from a “market perform” rating to an “outperform” rating in a research note on Wednesday, August 5th. JPMorgan Chase & Co. boosted their target price on Bristol Myers Squibb from $67.00 to $73.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. Citigroup reissued a “neutral” rating and issued a $70.00 price target (up from $66.00) on shares of Bristol Myers Squibb in a report on Monday, August 3rd. Royal Bank Of Canada upped their target price on Bristol Myers Squibb from $60.00 to $64.00 and gave the company a “sector perform” rating in a report on Friday, July 31st. Finally, Cantor Fitzgerald restated a “neutral” rating and set a $59.00 price target (up from $54.00) on shares of Bristol Myers Squibb in a report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $66.06.

Key Bristol Myers Squibb News

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

• Positive Sentiment: Bristol Myers Squibb plans to invest approximately $2.3 billion in a new Houston manufacturing facility, part of a broader $40 billion U.S. investment commitment. The project reinforces BMY’s confidence in domestic production capacity and could support long-term operational growth. Bristol-Myers Squibb Bets $2.3 Billion on Texas
• Positive Sentiment: BMY is collaborating with Chai Discovery on artificial-intelligence-driven antibody discovery. The partnership could help identify novel therapeutic candidates more efficiently and strengthens the company’s efforts to modernize its drug-development platform. Chai Discovery Collaboration
• Positive Sentiment: The company is launching a Phase 1 study of an early Alzheimer’s disease antibody. Although the program remains highly experimental, it adds another potential long-term growth opportunity to BMY’s pipeline. Early Alzheimer’s Antibody Study
• Positive Sentiment: Strong Eliquis performance is helping offset declines in BMY’s older products facing generic pressure, supporting a more favorable 2026 revenue outlook. Elevated call-option activity also signals increased bullish interest, though it is not a fundamental guarantee. Eliquis and Legacy Portfolio Analysis
• Neutral Sentiment: Early clinical work on navlimetostat shows continued pipeline activity, but the Phase 1-stage program has not yet produced efficacy data that would materially change near-term earnings expectations. Navlimetostat Study Update
• Negative Sentiment: Generic competition remains a key risk for BMY’s legacy portfolio. Investors must determine whether Eliquis growth and newer pipeline assets can replace revenue lost as established medicines face erosion. Legacy Portfolio Erosion Analysis

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.