Fideuram Intesa Sanpaolo Private Banking S.P.A. Takes $3.06 Million Position in Bristol Myers Squibb Company $BMY

Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new stake in Bristol Myers Squibb Company (NYSE:BMY) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 56,649 shares of the biopharmaceutical company’s stock, valued at approximately $3,056,000.

A number of other hedge funds also recently made changes to their positions in the business. Brighton Jones LLC lifted its holdings in Bristol Myers Squibb by 33.4% during the 4th quarter. Brighton Jones LLC now owns 19,728 shares of the biopharmaceutical company’s stock worth $1,116,000 after purchasing an additional 4,935 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in Bristol Myers Squibb by 59.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 7,477 shares of the biopharmaceutical company’s stock worth $346,000 after purchasing an additional 2,786 shares during the last quarter. United Bank lifted its holdings in Bristol Myers Squibb by 15.0% during the 2nd quarter. United Bank now owns 25,148 shares of the biopharmaceutical company’s stock worth $1,164,000 after purchasing an additional 3,277 shares during the last quarter. Marshall Wace LLP acquired a new stake in Bristol Myers Squibb during the 2nd quarter worth approximately $221,000. Finally, Nebula Research & Development LLC acquired a new stake in Bristol Myers Squibb during the 2nd quarter worth approximately $405,000. 76.41% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP David V. Elkins sold 30,000 shares of Bristol Myers Squibb 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 transaction, the executive vice president owned 159,248 shares in the company, valued at approximately $9,820,824.16. This trade 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. Insiders own 0.05% of the company’s stock.

Trending Headlines about Bristol Myers Squibb

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

• Positive Sentiment: Bristol Myers Squibb announced a strategic agreement with Anthropic to make Claude Enterprise available across its global operations, including more than 30,000 employees, with use cases spanning research, drug development, manufacturing, and commercial functions. The deal may help accelerate discovery and lower operating friction. Article Title
• Positive Sentiment: Multiple reports confirmed Bristol Myers Squibb is deploying Anthropic’s Claude AI tools to speed up drug discovery and broaden AI adoption across the company, reinforcing the market’s view that BMY is investing in productivity-enhancing technology. Article Title
• Positive Sentiment: Tempus AI also announced an expanded collaboration with Bristol Myers Squibb to improve clinical trial design and increase the probability of success across five development programs, which supports the company’s pipeline execution story. Article Title
• Neutral Sentiment: Coverage pieces from Seeking Alpha, Yahoo Finance, and Zacks indicate BMY is a closely watched stock right now, but these items appear more descriptive than fundamentally new. Article Title
• Neutral Sentiment: Recent commentary also continues to focus on pipeline hopes, patent risks, and valuation moves, which keep investor attention on long-term execution rather than near-term financial results. Article Title

Bristol Myers Squibb Price Performance

Bristol Myers Squibb stock opened at $58.45 on Thursday. The stock’s fifty day moving average price is $58.48 and its two-hundred day moving average price is $55.73. Bristol Myers Squibb Company has a one year low of $42.52 and a one 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. The firm has a market cap of $119.37 billion, a PE ratio of 16.42, 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 analysts’ consensus estimates of $1.42 by $0.16. Bristol Myers Squibb had a return on equity of 64.87% and a net margin of 15.01%.The firm had revenue of $11.49 billion for the quarter, compared to analyst estimates of $10.93 billion. During the same quarter last year, the company earned $1.80 EPS. The company’s revenue was up 2.6% on a year-over-year basis. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, research analysts expect that Bristol Myers Squibb Company will post 6.31 EPS for the current fiscal year.

Bristol Myers Squibb Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, May 1st. Stockholders of record on Thursday, April 2nd were paid a $0.63 dividend. The ex-dividend date was Thursday, April 2nd. This represents a $2.52 annualized dividend and a dividend yield of 4.3%. Bristol Myers Squibb’s dividend payout ratio (DPR) is presently 70.79%.

Analyst Ratings Changes

BMY has been the subject of several research reports. Citigroup reissued a “neutral” rating on shares of Bristol Myers Squibb in a report on Friday, May 1st. HSBC lifted their price target on Bristol Myers Squibb from $53.00 to $60.00 and gave the stock a “hold” rating in a report on Tuesday, March 17th. Piper Sandler restated an “overweight” rating and set a $75.00 price objective (up from $66.00) on shares of Bristol Myers Squibb in a research note on Monday, February 23rd. Barclays assumed coverage on Bristol Myers Squibb in a research note on Thursday, February 19th. They set an “overweight” rating and a $75.00 price objective on the stock. Finally, Guggenheim restated 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 equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Bristol Myers Squibb currently has an average rating of “Hold” and a consensus price target 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.