Bristol-Myers Squibb Company (BMY)

In the past six months, Bristol Myers Squibb's stock price has experienced fluctuations. As of June 30, 2025, the closing share price was $46.29, down 5.12% over the past 30 days but up 12.08% over the past 12 months. Key events impacting the stock include first-quarter 2025 financial results, FDA approvals and label updates, partnerships and collaborations, an antitrust case filed by Cigna, analyst ratings, and dividend announcements.

Demand for pharmaceutical products can exhibit seasonality, influenced by the prevalence of certain illnesses during different times of the year. For a company like Bristol Myers Squibb, the seasonality of demand for its specific products might be less pronounced than for over-the-counter remedies for common seasonal ailments. The pharmaceutical industry as a whole aims to predict demand, accounting for seasonal fluctuations, to ensure a consistent supply of medicines.

Bristol Myers Squibb is an American multinational biopharmaceutical company headquartered in Princeton, New Jersey. It operates within the Healthcare sector, focusing on the discovery, development, and sale of biopharmaceutical products for serious diseases across therapeutic areas like oncology, immunology, and cardiovascular disease. Major products include Opdivo, Eliquis, Revlimid, Abecma, Breyanzi, Orencia, Sprycel, Sotyktu, Camzyos, Reblozyl, Krazati, and Baraclude.

Bristol Myers Squibb has a significant global presence, with manufacturing units in the U.S., Switzerland, Puerto Rico, Ireland, and the Netherlands. Its primary R&D sites are in Lawrence, New Jersey, with additional facilities in the U.S., Europe, and Asia. A substantial portion of its total sales comes from the U.S. market, with close to 70% of its revenue coming from the U.S. in fiscal year 2022, and 97.16% in fiscal year 2024.

Bristol Myers Squibb is recognized for its commitment to innovative medicines for serious diseases, particularly in cancer immunotherapy. The company invests heavily in R&D. The pharmaceutical industry faces risks related to competition and drug development failure. The antitrust case filed by Cigna in June 2025 regarding Pomalyst sales could potentially affect its reputation.

Bristol Myers Squibb Co. has significant institutional ownership, with 80.70% of its shares held by institutions. Major institutional owners include Vanguard Group Inc. (9.41%), BlackRock, Inc. (7.93%), JPMorgan Chase & Co. (5.31%), State Street Corp. (4.66%), and Capital International Investors (3.27%). Individual ownership is approximately 21.34%, while insider ownership is around 0.37%, with net selling in the past year.