Bristol Myers Squibb Company $BMY Position Raised by Sector Gamma AS

Posted by Stanley Muller on Jun 12th, 2026

Sector Gamma AS lifted its holdings in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 28.3% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 745,955 shares of the biopharmaceutical company’s stock after acquiring an additional 164,688 shares during the quarter. Bristol Myers Squibb comprises approximately 9.2% of Sector Gamma AS’s portfolio, making the stock its largest holding. Sector Gamma AS’s holdings in Bristol Myers Squibb were worth $40,237,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently modified their holdings of the business. Vanguard Group Inc. boosted its position in shares of Bristol Myers Squibb by 1.4% during the fourth quarter. Vanguard Group Inc. now owns 198,727,768 shares of the biopharmaceutical company’s stock valued at $10,719,376,000 after buying an additional 2,743,759 shares during the last quarter. State Street Corp grew its position in Bristol Myers Squibb by 2.0% in the 3rd quarter. State Street Corp now owns 96,595,232 shares of the biopharmaceutical company’s stock worth $4,356,445,000 after purchasing an additional 1,855,238 shares during the period. Geode Capital Management LLC grew its position in Bristol Myers Squibb by 13.1% in the 4th 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. Norges Bank bought a new stake in Bristol Myers Squibb in the 4th quarter worth approximately $1,947,272,000. Finally, Primecap Management Co. CA grew its position in Bristol Myers Squibb by 12.6% in the 4th quarter. Primecap Management Co. CA now owns 24,875,550 shares of the biopharmaceutical company’s stock worth $1,341,787,000 after purchasing an additional 2,781,230 shares during the period. 76.41% of the stock is owned by hedge funds and other institutional investors.

Bristol Myers Squibb Trading Up 2.4%

Shares of Bristol Myers Squibb stock opened at $56.96 on Friday. The company’s fifty day simple moving average is $57.83 and its 200-day simple moving average is $56.87. The stock has a market capitalization of $116.31 billion, a PE ratio of 16.00, a P/E/G ratio of 0.16 and a beta of 0.24. Bristol Myers Squibb Company has a 1-year low of $42.52 and a 1-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.

Bristol Myers Squibb (NYSE:BMY – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The biopharmaceutical company reported $1.58 earnings per share for the quarter, topping the consensus estimate of $1.42 by $0.16. The business had revenue of $11.49 billion for the quarter, compared to analysts’ expectations of $10.93 billion. Bristol Myers Squibb had a net margin of 15.01% and a return on equity of 64.87%. The company’s revenue was up 2.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.80 EPS. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. As a group, equities analysts anticipate that Bristol Myers Squibb Company will post 6.32 earnings per share for the current year.

Insider Activity

In related news, EVP David V. Elkins sold 30,000 shares of the business’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $61.67, for a total transaction of $1,850,100.00. Following the completion of the transaction, the executive vice president directly owned 159,248 shares in the company, valued at approximately $9,820,824.16. The trade was a 15.85% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.05% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on BMY shares. HSBC lifted their target price on shares of Bristol Myers Squibb from $53.00 to $60.00 and gave the stock a “hold” rating in a research report on Tuesday, March 17th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bristol Myers Squibb in a research report on Monday, March 23rd. UBS Group reaffirmed a “buy” rating on shares of Bristol Myers Squibb in a research report on Thursday, May 28th. Citigroup reaffirmed a “neutral” rating on shares of Bristol Myers Squibb in a research report on Friday, May 1st. Finally, Bank of America cut their target price on shares of Bristol Myers Squibb from $68.00 to $67.00 and set a “buy” rating for the company in a research report on Thursday, April 9th. Eight analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Bristol Myers Squibb presently has an average rating of “Hold” and a consensus price target of $61.31.

Get Our Latest Report on BMY

Key Stories Impacting Bristol Myers Squibb

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

Positive Sentiment: Erste Group’s FY2026 earnings estimate for Bristol Myers Squibb stayed in line with Wall Street expectations, reinforcing the view that current earnings are stable and the stock remains attractively valued.
Positive Sentiment: Zacks highlighted Bristol Myers Squibb as a top-ranked value stock, which may attract income- and value-focused investors looking for defensive healthcare exposure.
Neutral Sentiment: Analyst revisions were mixed overall, with a small downward tweak to FY2027 EPS but a slightly higher FY2026 forecast, suggesting limited near-term estimate pressure.
Negative Sentiment: Takeda reported that its AI-designed psoriasis drug, zasocitinib, outperformed BMY’s approved psoriasis treatment Sotyktu in a head-to-head study, raising competitive concerns for one of Bristol Myers Squibb’s growth products. Article Title

Bristol Myers Squibb Company Profile

(Free Report)

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.