BMY

BRISTOL MYERS SQUIBB CO

NYSE · Pharmaceutical Preparations · Inc. DE · CIK 0000014272
$57.13 +0.40% $116.7B
29 New Institutional Positions21 Institutional Exits
Vol
Market Cap$116.7B
Cap SizeLarge Cap
Analyst ConsensusHold (39%)
Inst. Holders50 funds
Inst. Value$56.6B
Inst. Activity29 buys / 21 sells
Insider Activity0B / 1S
Insider Net $-$1.6M
Reddit Sentiment67° Warm
SEC Reports4
Exchange NYSE·Sector Pharmaceutical Preparations·Inc. DE·CIK 0000014272·Prev Close $56.90

Recent Activity

Aug 17, 2026 fda_pdufa
PDUFA: BMY — iberdomide in relapsed or refractory multiple myeloma — 2026-08-17
FDA target action date 2026-08-17 for BMY (BRISTOL MYERS SQUIBB CO). Drug: iberdomide. Indication: r
Jun 3, 2026 Insider
Short Bartie Wendy surrendered for taxes 3,876 shares
EVP, Corporate Affairs @ $54.72 ($212.1K)
Jun 3, 2026 Insider
Short Bartie Wendy acquired via exercise 8,040 shares
EVP, Corporate Affairs
May 31, 2026 SEC
13 firms acted on BMY: RBC Capital, Barclays, UBS, B of A Securities, Guggenheim, Piper Sandler, Goldman Sachs, Jefferies, Wolfe Research, Leerink Partners, Citigroup, Bernstein, Barclays
ANALYST-UPGRADE — Impact 3/10
May 1, 2026 SEC
UBS upgrades BMY to Buy, PT $65 (+7%) — Mixed signals from high short interest and negative EPS revisions
ANALYST-UPGRADE — Impact 2/10
May 1, 2026 Insider
Lenkowsky Adam acquired via exercise 1,373 shares
EVP, Chief Commercial Officer
Apr 21, 2026 SEC
A federal court granted a motion to remand a civil case involving Bristol-Myers Squibb (BMY) back to New Jersey state co
COURT-RULING — Impact 3/10
Inst.
BANK OF AMERICA CORP — DOUBLED
32,586,981 shares ($2.0B)

Price Targets

$63.08 +10.4% upside Buy
Current $57.13 Low $40.00 Median $65.00 High $75.00 25 analysts
$40.00 $75.00

Analyst Ratings

Sell39% buy · 36 analysts
6Strong Buy
8Buy
20Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 9, 2026 B of A Securities MAINTAIN Buy → Buy
Apr 8, 2026 Guggenheim REITERATE Buy → Buy
Apr 8, 2026 Cantor Fitzgerald MAINTAIN Neutral → Neutral
Mar 17, 2026 HSBC MAINTAIN Hold → Hold
Feb 25, 2026 RBC Capital INITIATE Sector Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.61 $1.48 — $1.71 10% YoY 22
Next Q $1.60 $1.51 — $1.69 -2% YoY 22
Current FY $6.31 $6.05 — $6.54 3% YoY 28
Next FY $6.17 $5.43 — $6.95 -2% YoY 28

Top Institutional Holders

FundValueMove
BlackRock, Inc.$10.4B
VANGUARD CAPITAL MANAGEMENT LLC$8.0B
STATE STREET CORP$6.0B
CHARLES SCHWAB INVESTMENT MANAGEMENT$3.7B
VANGUARD PORTFOLIO MANAGEMENT LLC$2.8B

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Short BartieF$212.1K
Jun 3, 2026Short BartieM$0.00
May 1, 2026Lenkowsky AdamM$0.00
May 1, 2026Lenkowsky AdamJ$0.00
May 1, 2026Lenkowsky AdamF$34.9K

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish
50 institutional holders with $56.6B total value (933,298,134 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 29 institutions added/increased vs 21 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.171,682,888$10.4B18.4%
2VANGUARD CAPITAL MANAGEMENT LLC132,320,240$8.0B14.2%
3STATE STREET CORP98,564,914$6.0B10.6%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC61,115,373$3.7B6.6%
5VANGUARD PORTFOLIO MANAGEMENT LLC46,230,155$2.8B5.0%
6BANK OF AMERICA CORP /DE/32,586,981$2.0B3.5%DOUBLED +116.4%
7MORGAN STANLEY29,198,554$1.8B3.1%
8AMERIPRISE FINANCIAL INC26,470,718$1.6B2.8%
9Independent Franchise Partners LLP21,275,474$1.3B2.3%
10DIMENSIONAL FUND ADVISORS LP18,762,589$1.1B2.0%
11PZENA INVESTMENT MANAGEMENT LLC17,095,731$1.0B1.8%
12Legal & General Group Plc16,877,626$1.0B1.8%
13Invesco Ltd.15,509,999$940.7M1.7%
14GOLDMAN SACHS GROUP INC14,054,518$852.4M1.5%
15SCHRODER INVESTMENT MANAGEMENT GROUP12,235,494$742.1M1.3%
16TWO SIGMA INVESTMENTS, LP11,535,106$699.6M1.2%
17VANGUARD FIDUCIARY TRUST CO11,517,204$698.5M1.2%
18ROYAL BANK OF CANADA10,958,702$664.6M1.2%
19FMR LLC10,671,103$647.2M1.1%
20VICTORY CAPITAL MANAGEMENT INC9,151,211$555.0M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/DOUBLED15,059,29532,586,981+116.4%$2.0B2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM17,190,5608,872,779-48.4%$538.1M2026-Q1
Capital International InvestorsTRIM20,991,5278,432,445-59.8%$511.2M2026-Q1
Allianz Asset Management GmbHADD5,495,3866,879,864+25.2%$417.3M2026-Q1
FRANKLIN RESOURCES INCTRIM8,551,1576,198,167-27.5%$375.9M2026-Q1
DODGE & COXTRIM7,078,2504,622,820-34.7%$280.4M2026-Q1
MARSHALL WACE, LLPTRIM10,844,2703,689,838-66.0%$223.8M2026-Q1
Artemis Investment Management LLPADD1,740,7532,885,298+65.7%$175.0M2026-Q1
Capital World InvestorsNEW2,225,030$134.9M2026-Q1
NATIXISADD1,545,5292,068,064+33.8%$125.4M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABDOUBLED200,3182,033,068+914.9%$121.9M2026-Q1
Mariner, LLCADD1,344,8881,744,281+29.7%$105.8M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDDOUBLED374,1621,609,745+330.2%$97.6M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.DOUBLED433,1691,466,671+238.6%$89.0M2026-Q1
MACKENZIE FINANCIAL CORPADD1,108,1211,465,433+32.2%$88.9M2026-Q1
FIFTH THIRD BANCORPDOUBLED566,6441,191,379+110.3%$72.3M2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainTRIM2,081,0791,163,953-44.1%$70.6M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.NEW1,100,589$66.8M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ADD768,0401,050,815+36.8%$64.3M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM2,353,689977,051-58.5%$59.3M2026-Q1
PINEBRIDGE INVESTMENTS LLCADD686,189933,316+36.0%$56.6M2026-Q1
TORONTO DOMINION BANKTRIM1,340,511909,773-32.1%$55.2M2026-Q1
M&T BANK CORPDOUBLED51,961771,822+1385.4%$46.8M2026-Q1
Tredje AP-fondenNEW604,075$36.6M2026-Q1
EXCHANGE TRADED CONCEPTS, LLCDOUBLED116,233560,618+382.3%$34.0M2026-Q1
16 unique insiders with 50 transactions. Net insider value: -$1.6M ($0.00 bought, $1.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Short Bartie WendyEVP, Corporate AffairsTAX W/H3,876$54.72$212.1K
Jun 3, 2026Short Bartie WendyEVP, Corporate AffairsEXERCISE8,040
May 1, 2026Lenkowsky AdamEVP, Chief Commercial OfficerEXERCISE1,373
May 1, 2026Lenkowsky AdamEVP, Chief Commercial OfficerJ203
May 1, 2026Lenkowsky AdamEVP, Chief Commercial OfficerTAX W/H599$58.22$34.9K
Apr 1, 2026Elkins David VEVP, Chief Financial OfficerSELL25,519$61.60$1.6M
Apr 1, 2026Shanahan KarinEVP, Chief Supply Chain & OpsTAX W/H1,692$61.73$104.4K
Apr 1, 2026Shanahan KarinEVP, Chief Supply Chain & OpsEXERCISE3,307
Mar 31, 2026McMullen Michael R.DirectorAWARD577.082$60.65$35.0K
Mar 31, 2026Arduini Peter JDirectorAWARD577.082$60.65$35.0K
Mar 31, 2026Rice Derica WDirectorAWARD638.912$60.65$38.8K
Mar 31, 2026Samuels Theodore R. IIDirectorAWARD845.012$60.65$51.2K
Mar 31, 2026YALE PHYLLIS RDirectorAWARD577.082$60.65$35.0K
Mar 10, 2026Elkins David VEVP, Chief Financial OfficerTAX W/H2,883$60.13$173.4K
Mar 10, 2026Elkins David VEVP, Chief Financial OfficerAWARD52,898
Mar 10, 2026Gallman CariEVP, General CounselJ102
Mar 10, 2026Gallman CariEVP, General CounselTAX W/H415$60.13$25.0K
Mar 10, 2026Gallman CariEVP, General CounselEXERCISE5,201
Mar 10, 2026Lenkowsky AdamEVP, Chief Commercial OfficerTAX W/H831$60.13$50.0K
Mar 10, 2026Meyers Gregory ScottEVP, Chief Digital & Tech Off.EXERCISE19,760
Mar 10, 2026Lenkowsky AdamEVP, Chief Commercial OfficerAWARD32,653
Mar 10, 2026Meyers Gregory ScottEVP, Chief Digital & Tech Off.EXERCISE2,839
Mar 10, 2026Plenge Robert MEVP, Chief Research OfficerEXERCISE1,107
Mar 10, 2026Plenge Robert MEVP, Chief Research OfficerJ124
Mar 10, 2026Shanahan KarinEVP, Chief Supply Chain & OpsTAX W/H1,112$60.13$66.9K
Mar 10, 2026Short Bartie WendyEVP, Corporate AffairsTAX W/H205$60.13$12.3K
Mar 10, 2026Shanahan KarinEVP, Chief Supply Chain & OpsEXERCISE19,760
Mar 10, 2026Shibutani Hiroshi ChrisEVP, Chief Strategy OfficerAWARD11,755
Mar 10, 2026Shanahan KarinEVP, Chief Supply Chain & OpsAWARD21,224
Mar 10, 2026Shanahan KarinEVP, Chief Supply Chain & OpsAWARD31,837
Mar 10, 2026BOERNER CHRISTOPHER S.Chief Executive OfficerJ743
Mar 10, 2026BOERNER CHRISTOPHER S.Chief Executive OfficerEXERCISE6,618
Mar 10, 2026BOERNER CHRISTOPHER S.Chief Executive OfficerTAX W/H3,006$60.13$180.8K
Mar 10, 2026BOERNER CHRISTOPHER S.Chief Executive OfficerEXERCISE40,398
Mar 10, 2026BOERNER CHRISTOPHER S.Chief Executive OfficerAWARD104,490
Mar 10, 2026BOERNER CHRISTOPHER S.Chief Executive OfficerAWARD156,735
Mar 10, 2026Elkins David VEVP, Chief Financial OfficerJ860
Mar 10, 2026Elkins David VEVP, Chief Financial OfficerAWARD35,265
Mar 10, 2026Elkins David VEVP, Chief Financial OfficerEXERCISE47,424
Mar 10, 2026Elkins David VEVP, Chief Financial OfficerEXERCISE7,654
Mar 10, 2026Massacesi CristianEVP,Chief Med Offr,Head of DevAWARD26,122
Mar 10, 2026Massacesi CristianEVP,Chief Med Offr,Head of DevAWARD39,184
Mar 10, 2026Shibutani Hiroshi ChrisEVP, Chief Strategy OfficerAWARD7,837
Mar 10, 2026Short Bartie WendyEVP, Corporate AffairsAWARD6,531
Mar 10, 2026Short Bartie WendyEVP, Corporate AffairsJ72
Mar 10, 2026Short Bartie WendyEVP, Corporate AffairsEXERCISE4,495
Mar 10, 2026Short Bartie WendyEVP, Corporate AffairsEXERCISE639
Mar 10, 2026Short Bartie WendyEVP, Corporate AffairsAWARD9,796
Mar 10, 2026Holzer Phil MSVP and ControllerEXERCISE4,612
Mar 10, 2026Holzer Phil MSVP and ControllerEXERCISE811

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (39% buy). Based on 36 analysts: 6 strong buy, 8 buy, 20 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$63.08 mean target +10.4% upside Buy (2.52)
$40.00 Low $75.00 High
MetricValue
Current Price$57.13
Target Low$40.00
Target Mean$63.08
Target Median$65.00
Target High$75.00
# Analysts25
RecommendationBuy (2.52)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.61 $1.48 $1.71 10.0% +0.1% 0↑ 3↓ $11.7B -4.6% 22
Next Q
2026-09-30
$1.60 $1.51 $1.69 -1.7% +0.2% 2↑ 2↓ $12.0B -1.7% 22
Current FY
2026-12-31
$6.31 $6.05 $6.54 2.6% -0.1% 6↑ 1↓ $47.3B -1.8% 28
Next FY
2027-12-31
$6.17 $5.43 $6.95 -2.3% +0.2% 5↑ 3↓ $46.2B -2.3% 28

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.607
7d ago$1.611-0.005
30d ago$1.605+0.001
60d ago$1.665-0.058
90d ago$1.665-0.058
12 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 9, 2026 B of A Securities MAINTAIN Buy Buy
Apr 8, 2026 Guggenheim REITERATE Buy Buy
Apr 8, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Mar 17, 2026 HSBC MAINTAIN Hold Hold
Feb 25, 2026 RBC Capital INITIATE Sector Perform
Feb 23, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 20, 2026 Barclays INITIATE Overweight
Feb 6, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 6, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 6, 2026 Guggenheim MAINTAIN Buy Buy
Jan 28, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 27, 2026 Citigroup MAINTAIN Neutral Neutral
Jan 13, 2026 Leerink Partners MAINTAIN Outperform Outperform
Jan 9, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
Jan 7, 2026 Citigroup MAINTAIN Neutral Neutral
Jan 7, 2026 UBS UPGRADE Neutral Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202668202039%
May 1, 202669192042%
Apr 1, 202669192042%
Mar 1, 202669192042%
Feb 1, 202668182041%
Jan 1, 202667192038%
Dec 1, 202547212032%
Nov 1, 202547202033%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 3, 2026160° Warm101
Mar 3, 2026160° Warm101

Recent Reddit Threads

Aug 17, 2026
fda_pdufa
PDUFA: BMY — iberdomide in relapsed or refractory multiple myeloma — 2026-08-17
FDA target action date 2026-08-17 for BMY (BRISTOL MYERS SQUIBB CO). Drug: iberdomide. Indication: relapsed or refractory multiple myeloma. FDA accept
Jul 30, 2026
earnings_calendar
BMY Q2 2026 Earnings After Market Close — 2026-07-30
EPS est: $1.68 | Rev est: $12.0B
Jun 13, 2026
Clinical Trial
Romidepsin and Lenalidomide in Treating Patients With Previously Untreated Peripheral T-Cell Lymphoma
Phase Phase 2 — COMPLETED
Jun 13, 2026
Clinical Trial
Efficacy and Safety of Oral Azacitidine (CC-486) Compared to Investigator's Choice Therapy in Patients With Relapsed or Refractory Angioimmunoblastic T Cell Lymphoma
Phase Phase 3 — COMPLETED
Jun 12, 2026
Clinical Trial
Neoadjuvant Nivolumab Combination Treatment in Resectable Non-small Cell Lung Cancer Patients
Phase Phase 2 — COMPLETED
Jun 11, 2026
Clinical Trial
Nivolumab for Recurrent or Progressive IDH Mutant Gliomas
Phase Phase 2 — COMPLETED
Jun 11, 2026
Clinical Trial
RegoNivo vs Standard of Care Chemotherapy in AGOC
Phase Phase 3 — COMPLETED
Jun 4, 2026
short_volume
Short Volume: BMY — 57.5% short (1.8M / 3.1M)
Short: 1,794,536 | Exempt: 3,401 | TRF Vol: 3,123,175 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: BMY — 60.4% short (2.3M / 3.9M)
Short: 2,341,781 | Exempt: 128 | TRF Vol: 3,878,155 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: BMY — 66.0% short (4.2M / 6.3M)
Short: 4,177,588 | Exempt: 33,461 | TRF Vol: 6,328,361 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: BMY — 56.2% short (2.6M / 4.6M)
Short: 2,573,293 | Exempt: 3,606 | TRF Vol: 4,577,650 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: BMY — 61.5% short (1.7M / 2.8M)
Short: 1,736,232 | Exempt: 7,676 | TRF Vol: 2,823,814 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: BMY — 56.7% short (2.2M / 3.9M)
Short: 2,206,845 | Exempt: 3,133 | TRF Vol: 3,891,054 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: BMY — 8.5M shares, 129,247 trades
Week starting 2026-05-18. Total ATS volume: 8,513,596 shares across 129,247 trades.
May 15, 2026
clinical_trial_readout
Results Pending: Elotuzumab (Phase 2) — Completed 81d ago
Trial: Continuing Treatment for Participants Who Have Participated in a Prior Protocol Investigating Elotuzumab Sponsor: Bristol-Myers Squibb Phase: P
May 15, 2026
short_volume
Short Volume: BMY — 65.8% short (2.0M / 3.1M)
Short: 2,014,638 | Exempt: 2,796 | TRF Vol: 3,062,304 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: BMY — 9.0M shares, 138,582 trades
Week starting 2026-05-11. Total ATS volume: 8,994,429 shares across 138,582 trades.
May 4, 2026
clinical_trial_readout
T-90d Trial Readout: Adagrasib (Phase 2)
Trial: Trial of Two Adagrasib Dosing Regimens in NSCLC With KRAS G12C Mutation (KRYSTAL 21) Sponsor: Mirati Therapeutics Inc. Phase: Phase 2 | Status:
May 4, 2026
dark_pool
Dark Pool: BMY — 9.9M shares, 142,822 trades
Week starting 2026-05-04. Total ATS volume: 9,913,249 shares across 142,822 trades.
May 1, 2026
clinical_trial_readout
T-90d Trial Readout: Adagrasib (Phase 2)
Trial: Trial of Two Adagrasib Dosing Regimens in NSCLC With KRAS G12C Mutation (KRYSTAL 21) Sponsor: Mirati Therapeutics Inc. Phase: Phase 2 | Status:
Mar 30, 2026
Enforcement
1:24-cv-06924 CenterWell Pharmacy, Inc.v. Celgene Corporation et al
Court ruling from United States District Court for the Southern District of New York. Docket: N/A
Mar 30, 2026
Enforcement
1:23-cv-07871 Louisiana Health Service & Indemnity Company et al v. Celgene Corporation et al
Court ruling from United States District Court for the Southern District of New York. Docket: N/A
Mar 30, 2026
Enforcement
1:24-cv-02230 New York Hotel Trades Council & Hotel Association of New York City, Inc. Health Benefits Fund v. Celgene Corporation et al
Court ruling from United States District Court for the Southern District of New York. Docket: N/A
Mar 25, 2026
FDA
KRAZATI
Supplemental Approval — Labeling — ADAGRASIB — TABLET — ORAL
Mar 25, 2026
FDA
KRAZATI
Supplemental Approval — Labeling — ADAGRASIB — TABLET — ORAL