Osmosis Investment Management UK Ltd Takes Position in Bristol Myers Squibb Company $BMY

Osmosis Investment Management UK Ltd purchased a new stake in Bristol Myers Squibb Company (NYSE:BMY) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 289,321 shares of the biopharmaceutical company’s stock, valued at approximately $16,671,000. Bristol Myers Squibb comprises approximately 0.8% of Osmosis Investment Management UK Ltd’s portfolio, making the stock its 25th largest holding.

Other large investors also recently bought and sold shares of the company. Davis Asset Management L.P. purchased a new stake in Bristol Myers Squibb in the second quarter valued at approximately $27,000. Swiss RE Ltd. purchased a new position in shares of Bristol Myers Squibb during the fourth quarter worth approximately $25,000. Physician Wealth Advisors Inc. grew its position in shares of Bristol Myers Squibb by 73.5% during the fourth quarter. Physician Wealth Advisors Inc. now owns 477 shares of the biopharmaceutical company’s stock worth $26,000 after acquiring an additional 202 shares during the last quarter. Darwin Wealth Management LLC acquired a new position in shares of Bristol Myers Squibb in the 2nd quarter valued at $25,000. Finally, Addison Advisors LLC purchased a new stake in Bristol Myers Squibb in the 2nd quarter valued at $32,000. Institutional investors and hedge funds own 76.41% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on BMY. Roth Capital began coverage on shares of Bristol Myers Squibb in a research report on Wednesday, August 5th. They set a “buy” rating and a $75.00 price objective on the stock. BMO Capital Markets reiterated a “market perform” rating on shares of Bristol Myers Squibb in a research note on Monday, July 27th. JPMorgan Chase & Co. raised their price target on Bristol Myers Squibb from $67.00 to $73.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. UBS Group downgraded Bristol Myers Squibb from a “buy” rating to a “neutral” rating in a research note on Wednesday, August 5th. Finally, Royal Bank Of Canada lifted their target price on Bristol Myers Squibb from $60.00 to $64.00 and gave the company a “sector perform” rating in a research note on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Bristol Myers Squibb presently has a consensus rating of “Moderate Buy” and a consensus target price of $66.06.

Bristol Myers Squibb Trading Up 0.1%

Shares of BMY opened at $67.06 on Monday. Bristol Myers Squibb Company has a twelve month low of $42.52 and a twelve month high of $68.64. The company has a current ratio of 1.53, a quick ratio of 1.38 and a debt-to-equity ratio of 1.89. The firm has a market capitalization of $136.98 billion, a P/E ratio of 14.77, a PEG ratio of 0.17 and a beta of 0.22. The firm’s 50-day moving average is $60.55 and its two-hundred day moving average is $59.39.

Bristol Myers Squibb (NYSE:BMY) last released its quarterly earnings data on Thursday, July 30th. The biopharmaceutical company reported $2.04 EPS for the quarter, topping the consensus estimate of $1.60 by $0.44. Bristol Myers Squibb had a net margin of 18.87% and a return on equity of 66.90%. The business had revenue of $12.97 billion for the quarter, compared to analyst estimates of $11.74 billion. During the same period in the previous year, the firm earned $1.46 EPS. The business’s revenue for the quarter was up 5.7% compared to the same quarter last year. Bristol Myers Squibb has set its FY 2026 guidance at 6.750-7.000 EPS. On average, research analysts predict that Bristol Myers Squibb Company will post 6.95 earnings per share for the current fiscal year.

Bristol Myers Squibb Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Thursday, July 2nd were issued a $0.63 dividend. The ex-dividend date was Thursday, July 2nd. This represents a $2.52 annualized dividend and a yield of 3.8%. Bristol Myers Squibb’s payout ratio is 55.51%.

Key Headlines Impacting Bristol Myers Squibb

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

• Positive Sentiment: Bristol Myers Squibb plans to invest approximately $2.3 billion in a new Houston manufacturing facility, part of a broader $40 billion U.S. investment commitment. The project reinforces BMY’s confidence in domestic production capacity and could support long-term operational growth. Bristol-Myers Squibb Bets $2.3 Billion on Texas
• Positive Sentiment: BMY is collaborating with Chai Discovery on artificial-intelligence-driven antibody discovery. The partnership could help identify novel therapeutic candidates more efficiently and strengthens the company’s efforts to modernize its drug-development platform. Chai Discovery Collaboration
• Positive Sentiment: The company is launching a Phase 1 study of an early Alzheimer’s disease antibody. Although the program remains highly experimental, it adds another potential long-term growth opportunity to BMY’s pipeline. Early Alzheimer’s Antibody Study
• Positive Sentiment: Strong Eliquis performance is helping offset declines in BMY’s older products facing generic pressure, supporting a more favorable 2026 revenue outlook. Elevated call-option activity also signals increased bullish interest, though it is not a fundamental guarantee. Eliquis and Legacy Portfolio Analysis
• Neutral Sentiment: Early clinical work on navlimetostat shows continued pipeline activity, but the Phase 1-stage program has not yet produced efficacy data that would materially change near-term earnings expectations. Navlimetostat Study Update
• Negative Sentiment: Generic competition remains a key risk for BMY’s legacy portfolio. Investors must determine whether Eliquis growth and newer pipeline assets can replace revenue lost as established medicines face erosion. Legacy Portfolio Erosion Analysis

Bristol Myers Squibb Company 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.