Market Cap
$128.4B
BMY
BRISTOL MYERS SQUIBB CO
$60.35 ▼ -1.81%
Prev close $61.46Market cap$128.4B
ConsensusHold
12-mo target$66.71 (+10.7%)
▲ Neutral
Analyst conviction 4/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)37 New Institutional Positions13 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on BMY right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (43%)
Inst. Holders
50 funds
Inst. Value
$71.5B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $2.3M sell
Insider Net $
-$2.3M
Social Sentiment
71° Bullish
SEC Reports
5
Price chart 30d -10.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
May 13, 2027 fda_pdufa
PDUFA: BMY — mezigdomide in relapsed or refractory multiple myeloma — 2027-05-13
FDA target action date 2027-05-13 for BMY (BRISTOL MYERS SQUIBB CO). Drug: mezigdomide. Indication:
Sep 9, 2026 Insider
Massacesi Cristian sold 6,249 shares
EVP,Chief Med Offr,Head of Dev @ $64.57 ($403.5K)
Sep 1, 2026 Insider
Short Bartie Wendy acquired via exercise 1,236 shares
EVP, Corporate Affairs @ $66.92 ($82.7K)
Sep 1, 2026 Insider
Aug 17, 2026 SEC Short Bartie Wendy surrendered for taxes 633 shares
EVP, Corporate Affairs @ $66.92 ($42.4K)
A powerful institutional cluster formed in BMY during Q2 2026, with 20 buyers accumulating $2.46B net against 8 sellers
INST-CLUSTER — Impact 6/10
Aug 13, 2026 Event
Aug 5, 2026 SEC ZENBEXUS
Original Approval — Type 1 - New Molecular Entity — CAPSULE
Argus Research upgrades BMY to Buy — PT $75 (+13.8%)
ANALYST-UPGRADE — Impact 4/10
Bristol Myers Squibb reported Q2 2026 results significantly above consensus, with non-GAAP EPS of $2.04 beating the $1.6
8-K — Impact 7/10
Analyst ratings buy % +30.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
43% rate it Buy or better · 35 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 16, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Sep 10, 2026 | HSBC | MAINTAIN | Hold | 55% |
| Aug 5, 2026 | Argus Research | UPGRADE | Buy | 54% |
| Aug 3, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 31, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 31, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 31, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Jul 31, 2026 | Truist Securities | REITERATE | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 8 | 18 | 2 | 0 | 43% | |
| Aug 1, 2026 | 6 | 8 | 19 | 2 | 0 | 40% | |
| Jul 1, 2026 | 6 | 8 | 19 | 2 | 0 | 40% | |
| Jun 1, 2026 | 6 | 8 | 20 | 2 | 0 | 39% | |
| May 1, 2026 | 6 | 9 | 19 | 2 | 0 | 42% | |
| Apr 1, 2026 | 6 | 9 | 19 | 2 | 0 | 42% | |
| Mar 1, 2026 | 6 | 9 | 19 | 2 | 0 | 42% | |
| Feb 1, 2026 | 6 | 8 | 18 | 2 | 0 | 41% |
Price targets
Where 24 covering analysts think BMY trades over the next 12 months.
$66.71 +10.7% upside Buy
Current$60.24 Low$40.00 Median$68.00 High$82.00 24 analysts
$40.00$82.00
Analyst rating Buy· 2.5/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
71°
Bullish
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 3 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 4.6/10.
BULLISHANALYST-UPGRADE4/10
Argus Research upgrades BMY to Buy — PT $75 (+13.8%)
Aug 5, 2026
BULLISHINST-CLUSTER6/10
A powerful institutional cluster formed in BMY during Q2 2026, with 20 buyers accumulating $2.46B ne
Aug 17, 2026
BULLISH8-K7/10
Bristol Myers Squibb reported Q2 2026 results significantly above consensus, with non-GAAP EPS of $2
Jul 30, 2026
NEUTRALCOURT-RULING3/10
A federal court granted a motion to remand a civil case involving Bristol-Myers Squibb (BMY) back to
Apr 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
May 13, 2027
fda_pdufa
PDUFA: BMY — mezigdomide in relapsed or refractory multiple myeloma — 2027-05-13
FDA target action date 2027-05-13 for BMY (BRISTOL MYERS SQUIBB CO). Drug: mezigdomide. Indication: relapsed or refractory multiple myeloma. FDA accep
Mar 11, 2027
fda_pdufa
PDUFA: BMY — Reblozyl in myelofibrosis-associated anemia — 2027-03-11
FDA target action date 2027-03-11 for BMY (BRISTOL MYERS SQUIBB CO). Drug: Reblozyl. Indication: myelofibrosis-associated anemia. FDA accepted sBLA fo
Sep 30, 2026
Clinical Trial
Phase 3 Study of Sitravatinib Plus Nivolumab vs Docetaxel in Patients With Advanced Non-Squamous Non-Small Cell Lung Cancer
Phase Phase 3 — TERMINATED
Sep 30, 2026
short_volume
Short Volume: BMY — 66.9% short (2.6M / 3.8M)
Short: 2,551,374 | Exempt: 1,589 | TRF Vol: 3,813,745 | Short Ratio: 66.9% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: BMY — 62.5% short (2.8M / 4.5M)
Short: 2,816,801 | Exempt: 68 | TRF Vol: 4,505,787 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.73 | $1.59–$1.92 | 6.1% | -0.2% | 16↑ 1↓ | $12.7B | 21 |
| Next Q | $1.60 | $1.28–$1.71 | 26.7% | +0.1% | 15↑ 3↓ | $12.7B | 21 |
| Current FY | $6.95 | $6.80–$7.15 | 13.0% | -0.0% | 25↑ 0↓ | $49.8B | 27 |
| Next FY | $6.56 | $5.87–$7.63 | -5.5% | +0.1% | 24↑ 2↓ | $48.2B | 28 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.730 | — |
| 7d ago | $1.730 | — |
| 30d ago | $1.733 | -0.003 |
| 60d ago | $1.732 | -0.003 |
| 90d ago | $1.603 | +0.126 |
Institutional ownership
Which big funds own BMY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $71.5B total value (1,238,963,787 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 180,384,994 | $10.4B | 14.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 133,337,856 | $7.7B | 10.8% | — |
| STATE STREET CORP | 102,408,940 | $5.9B | 8.3% | — |
| JPMORGAN CHASE & CO | 71,713,442 | $4.2B | 5.9% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 67,595,177 | $3.9B | 5.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 56,443,077 | $3.2B | 4.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 46,873,015 | $2.7B | 3.8% | — |
| NORGES BANK | 36,866,658 | $2.1B | 3.0% | NEW |
| BANK OF AMERICA CORP /DE/ | 34,045,352 | $2.0B | 2.7% | — |
| MORGAN STANLEY | 29,009,025 | $1.7B | 2.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 36,866,658 | — | $2.1B |
| FMR LLC | ADD | 10,671,103 | 16,293,303 | +52.7% | $938.8M |
| Allianz Asset Management GmbH | ADD | 6,879,864 | 11,363,537 | +65.2% | $654.8M |
| NORDEA INVESTMENT MANAGEMENT AB | DOUBLED | 2,033,068 | 8,052,294 | +296.1% | $462.9M |
| Capital International Investors | TRIM | 8,432,445 | 5,913,752 | -29.9% | $340.8M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | DOUBLED | 1,483,832 | 4,228,503 | +185.0% | $243.6M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 5,506,996 | 3,914,086 | -28.9% | $225.5M |
| Employees Provident Fund Board | ADD | 2,509,000 | 3,640,333 | +45.1% | $209.8M |
| CITIGROUP INC | ADD | 2,561,350 | 3,370,113 | +31.6% | $194.2M |
| PANAGORA ASSET MANAGEMENT INC | TRIM | 3,715,745 | 2,301,674 | -38.1% | $132.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 50 transactions. Net -$2.3M — $0.00 bought, $2.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | Massacesi Cristian | EVP,Chief Med Offr,Head of Dev | SELL | 6,249 | $64.57 | $403.5K |
| Sep 1, 2026 | Short Bartie Wendy | EVP, Corporate Affairs | EXERCISE | 1,236 | $66.92 | $82.7K |
| Sep 1, 2026 | Short Bartie Wendy | EVP, Corporate Affairs | TAX W/H | 633 | $66.92 | $42.4K |
| Aug 25, 2026 | Holzer Phil M | SVP and Controller | SELL | 500 | $67.50 | $33.8K |
| Aug 1, 2026 | Gallman Cari | EVP, General Counsel | TAX W/H | 543 | $65.31 | $35.5K |
| Aug 1, 2026 | Massacesi Cristian | EVP,Chief Med Offr,Head of Dev | TAX W/H | 26,175 | $65.31 | $1.7M |
| Aug 1, 2026 | Gallman Cari | EVP, General Counsel | EXERCISE | 1,061 | — | — |
| Aug 1, 2026 | Massacesi Cristian | EVP,Chief Med Offr,Head of Dev | EXERCISE | 51,172 | — | — |
| Jun 30, 2026 | YALE PHYLLIS R | Director | AWARD | 607.428 | $57.62 | $35.0K |
| Jun 30, 2026 | Arduini Peter J | Director | AWARD | 607.428 | $57.62 | $35.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BMY.
Shares short
41,969,577
Settlement Sep 15, 2026
Change vs prior
-4.8%
Semi-monthly cycle
Days to cover
5.8
At avg daily volume
Of shares outstanding
≈2.0%
Estimate — not % of float
All BMY filing & press-release reports (5)
- Argus Research upgrades BMY to Buy — PT $75 (+13.8%)Aug 5, 2026
- INST-CLUSTER reportAug 17, 2026
- 8-K reportJul 30, 2026
- COURT-RULING reportApr 21, 2026
- DEFA14A reportMar 25, 2026