Inside the research

Bristol-Myers Squibb Company

BMY Research profile · latest available data

Price overview

$62.86

▲ +1.36 (+2.2%)

52w hi$68.09
52w lo$41.21
Vol10.67M
As of25 Sep 2026

The Verdict

Hold

Our score +0.41

Short+0.16
Medium+0.53
Long+0.64

computed 2026-09-27

Key fundamentals

Bristol-Myers Squibb Company

Healthcare · Drug Manufacturers - General

Market cap$128.41B
Enterprise value$162.39B
Trailing P/E13.85x
Forward P/E9.58x
EV / EBITDA8.58x
P / S (ttm)2.61x
Profit margin18.9%
Return on equity46.6%
Revenue growth+5.7%
Earnings growth+153.1%
Debt / equity201.86

Layer Breakdown

LayerRawContribution
Fundamental+0.37
Sector+0.08
Technical+0.17
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Bristol-Myers Squibb Company discovers, develops, licenses, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. The company offers products for oncology, hematology, immunology, cardiovascular, and neuroscience indications. Its products include Opdivo for anti-cancer indications; Opdivo Qvantig, a subcutaneous PD-1 inhibitor for solid tumors; Orencia for active rheumatoid arthritis and psoriatic arthritis; Yervoy for the treatment of unresectable or metastatic melanoma; Reblozyl to treat anemia; Breyanzi for the treatment of relapsed or refractory large B-cell lymphoma; Opdualag to treat unresectable or metastatic melanoma; and Camzyos for the treatment of symptomatic obstructive HCM. The company also offers Zeposia to treat relapsing forms of multiple sclerosis; Abecma for the treatment of patients with relapsed or refractory multiple myeloma; Sotyktu to treat moderate-to-severe plaque psoriasis; Krazati for the treatment of KRASG12C-mutated locally advanced or metastatic non-small cell lung cancer (NSCLC); and Cobenfy to treat schizophrenia. In addition, it offers Eliquis for the reduction of risk of stroke/systemic embolism and for the treatment of DVT/PE; Revlimid, an oral immunomodulatory drug for multiple myeloma; Pomalyst/Imnovid for multiple myeloma; Sprycel for Philadelphia chromosome-positive chronic myeloid leukemia; and Abraxane to treat breast cancer. Further, the company provides Augtyro for the treatment of locally advanced or metastatic ROS1-positive NSCLC, as well as NSCLC and pancreatic cancer. It sells its products to wholesalers, distributors, specialty pharmacies, retailers, hospitals, clinics, and government agencies. The company has a strategic collaboration with Arcus Biosciences, Inc. to develop a treatment regimen that delivers tumor control in kidney cancer. The company was formerly known as Bristol-Myers Company. The company was founded in 1887 and is headquartered in Princeton, New Jersey.

United States · www.bms.com

Risk Metrics

Beta vs SPX0.28
Corr SPX0.16
Annual vol28.5%
Annual ret+16.1%
Sharpe0.56
Max DD-32.5%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$63.32
High / Low$75.00 / $40.00
Median$65.00
Analysts25
Strong Buy4
Buy6
Hold18
Sell1
Strong Sell0

Recent rating actions

2026-04-09B of A Securities→ Buy
2026-04-08Guggenheim→ Buy
2026-04-08Cantor Fitzgerald→ Neutral
2026-03-17HSBC→ Hold
2026-02-25RBC Capital→ Sector Perform
2026-02-23Piper Sandler→ Overweight

Material Events

DateEvent8-K
2026-07-30Earnings Release, Reg FD Disclosure…read
2026-05-08Shareholder Voteread
2026-04-30Earnings Release, Reg FD Disclosure…read
2026-02-05Earnings Release, Reg FD Disclosure…read
2026-01-12Reg FD Disclosure, Exhibitsread
2025-11-18Other Material Event, Exhibitsread
2025-11-10Other Material Event, Exhibitsread
2025-11-03Other Material Event, Exhibitsread
2025-10-30Earnings Release, Reg FD Disclosure…read
2025-07-31Earnings Release, Reg FD Disclosure…read
2025-07-25Officer / Director Change, Exhibitsread
2025-05-07Shareholder Voteread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-01Gallman CariEVP, General CounselOption exercise1.06K—
2026-08-01Massacesi CristianEVP,Chief Med Offr,Head oWithheld for tax26.18K$1.71M
2026-08-01Gallman CariEVP, General CounselWithheld for tax543$35.46K
2026-08-01Massacesi CristianEVP,Chief Med Offr,Head oOption exercise51.17K—
2026-06-15Haller Julia AOption exercise20.46K$1.10M
2026-06-03Short Bartie WendyEVP, Corporate AffairsOption exercise8.04K—
2026-06-03Short Bartie WendyEVP, Corporate AffairsWithheld for tax3.88K$212.09K
2026-05-01Lenkowsky AdamEVP, Chief Commercial OffWithheld for tax599$34.87K
2026-05-01Lenkowsky AdamEVP, Chief Commercial OffOption exercise1.37K—
2026-05-01Lenkowsky AdamEVP, Chief Commercial OffJ203—

Flow & Concentration

Insider 180d net-$1.85M
Insider buys / sells0 / 2
Insider biasNeutral
13F holders7
Top-5 share100.0%
HHI4,795 (concentrated)

Top Holders

HolderValueShares
State Street Corp$5.90B102.41M
AQR Capital Management$1.58B27.36M
Fidelity / FMR LLC$938.82M16.29M
Citadel Advisors$442.87M7.69M
Millennium Management$86.44M1.50M
T. Rowe Price Group$1.83M31.71M
Capital Research / Capital World$2813.12K

As of 2026-06-30

Dividends

Yield (TTM)2.99%
$ / share (TTM)$1.88
5y CAGR+1.6%

Annual dividend per share

2021$1.47
2022$2.16
2023$2.28
2024$2.40
2025$2.48
2026$1.26

Federal Contracts

AmountAgencyDescription
$911.45KDepartment of Veterans AffairsREVLIMID, POMALYST, CAMZYOS SPECIALTY PHARMACEUTICALS
$848.45KDepartment of Veterans AffairsREVLIMID, POMALYST, CAMZYOS SPECIALTY PHARMACEUTICALS
$670.09KDepartment of Veterans AffairsEMERGENCY BREYANZI INFUSION
$378.65KDepartment of Veterans AffairsABECMA FOR CAR-T
$364.14KDepartment of Veterans AffairsBREYANZI CAT-T TRANSPLANT
$364.14KDepartment of Veterans AffairsBREYANZI CAR T-TRANSPLANT
$364.14KDepartment of Veterans AffairsBREYANZI CAR-T TRANSPLANT.
$356.54KDepartment of Veterans AffairsMAVACAMTEN (CAMZYOS) AND POMALIDOMIDE (POLMALYST)

SEC Filings

DateFormDoc
2026-08-044view
2026-08-044view
2026-07-308-Kview
2026-07-3010-Qview
2026-07-024view
2026-07-024view
2026-07-024view
2026-07-024view
2026-07-024view
2026-06-164view
2026-06-0511-Kview
2026-06-054view
2026-06-0511-Kview
2026-06-0511-Kview
2026-05-088-Kview

The Long Run

FY 2009–2025 · 17 years

LineLatestCAGRTrend
Revenue$48.19B+6.5%
Gross profit$30.75B+24.3%
Net income$8.03B-2.0%
Cash from ops$13.86B+8.0%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$61.75$62.91$61.40$62.8610.67M
Sep 24$61.40$61.59$60.60$61.5014.90M
Sep 23$62.31$62.65$61.08$61.1515.84M
Sep 22$62.73$63.08$62.03$62.2515.24M
Sep 21$63.09$63.40$62.62$62.626.84M

Understand the score. Research layers are inputs to a model, and the available data has limits.

Read the methodology →