Macquarie Group Ltd. Has $108.70 Million Position in Bristol Myers Squibb Company $BMY

Posted by Geri Gentry on Jun 13th, 2026

Macquarie Group Ltd. raised its position in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 2.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 2,016,204 shares of the biopharmaceutical company’s stock after acquiring an additional 39,889 shares during the period. Macquarie Group Ltd.’s holdings in Bristol Myers Squibb were worth $108,700,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the company. waypoint wealth counsel purchased a new stake in Bristol Myers Squibb in the 4th quarter worth approximately $1,194,000. Life Cycle Investment Partners Ltd purchased a new stake in Bristol Myers Squibb in the 4th quarter worth approximately $34,406,000. Axxcess Wealth Management LLC lifted its position in Bristol Myers Squibb by 27.4% in the 4th quarter. Axxcess Wealth Management LLC now owns 98,665 shares of the biopharmaceutical company’s stock worth $5,322,000 after buying an additional 21,196 shares in the last quarter. M&G PLC lifted its position in Bristol Myers Squibb by 1.4% in the 3rd quarter. M&G PLC now owns 6,885,188 shares of the biopharmaceutical company’s stock worth $309,833,000 after buying an additional 97,063 shares in the last quarter. Finally, Daytona Street Capital LLC purchased a new stake in Bristol Myers Squibb in the 4th quarter worth approximately $1,362,000. 76.41% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Bristol Myers Squibb

In related news, EVP David V. Elkins sold 30,000 shares of the firm’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $61.67, for a total value of $1,850,100.00. Following the transaction, the executive vice president directly 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 transaction was disclosed in a filing with the SEC, which is available through this link. 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: Analyst commentary highlighted that BMY’s growth portfolio now generates more than half of revenue, with Reblozyl, Breyanzi and Cobenfy delivering strong gains that help balance declines in legacy products. Article Title
Positive Sentiment: Bristol Myers Squibb advanced its Phase 1 liver study for BMS-986435, adding another pipeline update that supports long-term growth prospects. Article Title
Positive Sentiment: The company also reported momentum in its mavacamten heart-drug franchise, with a real-world study signaling continued traction in the cardiovascular market. Article Title
Neutral Sentiment: Bristol Myers is rolling out an AI-driven procurement overhaul and expanding an oncology collaboration with Arcus Biosciences, which could improve efficiency and bolster its cancer pipeline over time. Article Title
Neutral Sentiment: Erste Group made only small tweaks to earnings estimates, leaving FY2026 in line with consensus and slightly trimming FY2027, a mixed signal that does not materially change the near-term outlook. Article Title
Negative Sentiment: Takeda said its AI-designed psoriasis pill beat Bristol Myers’ Sotyktu in a head-to-head trial, raising competitive concerns for one of BMY’s dermatology assets. Article Title

Bristol Myers Squibb Stock Performance

Shares of BMY opened at $57.05 on Friday. The company’s fifty day moving average is $57.73 and its 200-day moving average is $56.87. Bristol Myers Squibb Company has a 12 month low of $42.52 and a 12 month high of $62.89. The firm has a market cap of $116.49 billion, a price-to-earnings ratio of 16.02, a price-to-earnings-growth ratio of 0.16 and a beta of 0.24. 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 (NYSE:BMY – Get Free Report) last announced its quarterly 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. Bristol Myers Squibb had a net margin of 15.01% and a return on equity of 64.87%. The company had revenue of $11.49 billion for the quarter, compared to analyst estimates of $10.93 billion. During the same quarter in the prior year, the business posted $1.80 EPS. Bristol Myers Squibb’s quarterly 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. Equities analysts expect that Bristol Myers Squibb Company will post 6.32 EPS for the current fiscal year.

Wall Street Analyst Weigh In

BMY has been the subject of a number of research analyst reports. Cantor Fitzgerald increased their target price on shares of Bristol Myers Squibb from $45.00 to $54.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 8th. Weiss Ratings reiterated a “hold (c)” rating on shares of Bristol Myers Squibb in a research report on Monday, March 23rd. Barclays started coverage on shares of Bristol Myers Squibb in a research note on Thursday, February 19th. They set an “overweight” rating and a $75.00 price target on the stock. HSBC increased their price target on shares of Bristol Myers Squibb from $53.00 to $60.00 and gave the stock a “hold” rating in a research note on Tuesday, March 17th. Finally, Piper Sandler restated an “overweight” rating and set a $75.00 price target (up from $66.00) on shares of Bristol Myers Squibb in a research note on Monday, February 23rd. Eight investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Bristol Myers Squibb presently has a consensus rating of “Hold” and a consensus price target of $61.31.

Get Our Latest Stock Analysis on BMY

About Bristol Myers Squibb

(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.