Allianz SE Has $5.60 Million Stock Holdings in Bristol Myers Squibb Company $BMY

Allianz SE raised its stake in shares of Bristol Myers Squibb Company (NYSE:BMY) by 10.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 103,850 shares of the biopharmaceutical company’s stock after buying an additional 9,817 shares during the period. Allianz SE’s holdings in Bristol Myers Squibb were worth $5,602,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Swiss RE Ltd. bought a new stake in shares of Bristol Myers Squibb during the 4th quarter valued at $25,000. Physician Wealth Advisors Inc. lifted its holdings in shares of Bristol Myers Squibb by 73.5% in the fourth quarter. Physician Wealth Advisors Inc. now owns 477 shares of the biopharmaceutical company’s stock valued at $26,000 after purchasing an additional 202 shares in the last quarter. Darwin Wealth Management LLC bought a new stake in shares of Bristol Myers Squibb in the second quarter valued at about $25,000. EQ Wealth Advisors LLC bought a new stake in shares of Bristol Myers Squibb in the fourth quarter valued at about $32,000. Finally, Garner Asset Management Corp bought a new stake in shares of Bristol Myers Squibb in the fourth quarter valued at about $35,000. 76.41% of the stock is currently owned by institutional investors.

Bristol Myers Squibb Stock Up 0.3%

Shares of Bristol Myers Squibb stock opened at $57.05 on Friday. Bristol Myers Squibb Company has a twelve month low of $42.52 and a twelve month high of $62.89. The company 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. The company’s 50 day moving average is $57.73 and its 200 day moving average is $56.87.

Bristol Myers Squibb (NYSE:BMY) last announced its quarterly earnings data on Thursday, April 30th. The biopharmaceutical company reported $1.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.42 by $0.16. The firm had revenue of $11.49 billion during 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 for the quarter was up 2.6% compared to the same quarter last year. During the same period in the prior year, the company posted $1.80 earnings per share. Bristol Myers Squibb has set its FY 2026 guidance at 6.050-6.350 EPS. Research analysts anticipate that Bristol Myers Squibb Company will post 6.32 EPS for the current year.

Insider Buying and Selling

In other Bristol Myers Squibb news, EVP David V. Elkins sold 30,000 shares of Bristol Myers Squibb stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $61.67, for a total transaction of $1,850,100.00. Following the completion of the sale, 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 is accessible through the SEC website. Insiders own 0.05% of the company’s stock.

Key Bristol Myers Squibb News

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

Analyst Upgrades and Downgrades

BMY has been the subject of a number of research analyst reports. Wall Street Zen cut Bristol Myers Squibb from a “strong-buy” rating to a “buy” rating in a report on Saturday, June 6th. Guggenheim reiterated a “buy” rating and set a $72.00 price target on shares of Bristol Myers Squibb in a report on Wednesday, April 8th. Bank of America reduced their price objective on shares of Bristol Myers Squibb from $68.00 to $67.00 and set a “buy” rating on the stock in a research note on Thursday, April 9th. Citigroup reissued a “neutral” rating on shares of Bristol Myers Squibb in a research report on Friday, May 1st. Finally, UBS Group reissued a “buy” rating on shares of Bristol Myers Squibb in a research report on Thursday, May 28th. Eight investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price 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.