Tema Etfs LLC Has $6.89 Million Holdings in Bristol Myers Squibb Company $BMY

Tema Etfs LLC increased its stake in shares of Bristol Myers Squibb Company (NYSE:BMY) by 25.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 127,759 shares of the biopharmaceutical company’s stock after acquiring an additional 25,521 shares during the period. Tema Etfs LLC’s holdings in Bristol Myers Squibb were worth $6,891,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the stock. Darwin Wealth Management LLC bought a new position in Bristol Myers Squibb during the 2nd quarter worth about $25,000. Harbor Capital Advisors Inc. lifted its holdings in shares of Bristol Myers Squibb by 107.2% in the third quarter. Harbor Capital Advisors Inc. now owns 605 shares of the biopharmaceutical company’s stock valued at $27,000 after purchasing an additional 313 shares in the last quarter. Beacon Financial Strategies CORP acquired a new position in shares of Bristol Myers Squibb during the fourth quarter worth about $38,000. KERR FINANCIAL PLANNING Corp bought a new position in shares of Bristol Myers Squibb during the third quarter worth about $35,000. Finally, JPL Wealth Management LLC acquired a new stake in Bristol Myers Squibb in the 3rd quarter valued at approximately $36,000. 76.41% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts have weighed in on BMY shares. Truist Financial set a $65.00 price target on Bristol Myers Squibb in a research report on Wednesday, December 3rd. Bank of America upgraded shares of Bristol Myers Squibb from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $52.00 to $61.00 in a report on Monday, December 15th. Barclays assumed coverage on shares of Bristol Myers Squibb in a report on Thursday, February 19th. They set an “overweight” rating and a $75.00 target price for the company. Morgan Stanley reaffirmed an “underweight” rating and issued a $40.00 target price on shares of Bristol Myers Squibb in a research report on Friday, February 6th. Finally, Leerink Partners boosted their price target on shares of Bristol Myers Squibb from $54.00 to $60.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 13th. Nine investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $61.41.

Key Bristol Myers Squibb News

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

• Positive Sentiment: Janux Therapeutics nominated a development candidate under its collaboration with Bristol Myers Squibb, triggering a $35 million milestone payment to BMY — a direct near-term cash inflow and validation of the partnered immunotherapy approach. Janux Therapeutics Announces Development Candidate Nomination Under Bristol Myers Squibb Collaboration, Triggering $35 Million Milestone Payment
• Positive Sentiment: Unusual options activity: traders bought ~66,895 call contracts (about +81% vs. typical volume), indicating speculative bullish positioning that can amplify upside intraday. (Market activity report)
• Positive Sentiment: Camzyos adolescent Phase 3 trial met its primary endpoint, supporting label expansion into younger patients — that broadens the addressable market for BMY’s cardiovascular franchise and is a tangible pipeline upside. Camzyos Adolescent Trial Success Might Change The Case For Investing In Bristol-Myers Squibb (BMY)
• Positive Sentiment: Analyst/earnings commentary (Zacks/Yahoo) highlights BMY’s history of earnings surprises and positions the company as likely to beat next quarter — positive for investor sentiment around forward EPS outlook. Will Bristol Myers (BMY) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Ariel Global Fund re-added Bristol Myers Squibb on “pipeline strength and attractive valuation,” signaling institutional buying interest from a value-oriented manager — supportive for medium-term demand. Ariel Global Fund Re-Added Bristol-Myers Squibb Company (BMY) on Pipeline Strength and Attractive Valuation
• Neutral Sentiment: Bristol Myers Squibb published a patient-guided survey initiative in multiple myeloma to elevate lived experience and equity in care — positive for reputation and long-term stakeholder engagement but unlikely to move near-term revenue. Bristol Myers Squibb Evolves and Expands Standing in the Gaap To Advance More Equitable Care in Multiple Myeloma As Program Marks Ten Years
• Neutral Sentiment: Industry market reports (kidney/renal cell carcinoma) project multi-year growth and list BMY among major players — positive context for addressable market expansion but not an immediate catalyst. Advanced Renal Cell Carcinoma Treatment Market to Grow by $3.1 Billion During 2026-2030
• Neutral Sentiment: Recent market commentary and data pieces note BMY has gained but still trails broader market performance — descriptive market context rather than a specific new catalyst. Bristol Myers Squibb Co. stock rises Tuesday, still underperforms market

Bristol Myers Squibb Stock Up 1.9%

NYSE:BMY opened at $61.79 on Thursday. Bristol Myers Squibb Company has a twelve month low of $42.52 and a twelve month high of $62.89. The firm has a market capitalization of $126.16 billion, a price-to-earnings ratio of 17.91, a price-to-earnings-growth ratio of 0.17 and a beta of 0.27. The company has a quick ratio of 1.14, a current ratio of 1.26 and a debt-to-equity ratio of 2.32. The stock’s 50 day moving average price is $59.18 and its two-hundred day moving average price is $52.52.

Bristol Myers Squibb (NYSE:BMY) last released its quarterly earnings data on Thursday, February 5th. The biopharmaceutical company reported $1.26 EPS for the quarter, missing the consensus estimate of $1.65 by ($0.39). Bristol Myers Squibb had a net margin of 14.64% and a return on equity of 69.65%. The company had revenue of $12.50 billion during the quarter, compared to analyst estimates of $12.24 billion. During the same period in the previous year, the company posted $1.67 EPS. The company’s quarterly revenue was up 1.3% compared to the same quarter last year. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. 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 company also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Thursday, April 2nd will be given a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 4.1%. The ex-dividend date of this dividend is Thursday, April 2nd. Bristol Myers Squibb’s dividend payout ratio (DPR) is 73.04%.

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.