Bristol-Myers Squibb Company (BMY)

Over the past six months, Bristol Myers Squibb's stock price has increased, though it has seen a decline over the past 52 weeks. Key events include a Q3 2025 earnings beat driven by strong demand for its immuno-oncology portfolio, Reblozyl, Camzyos, and Breyanzi, which led to a climb in shares. The company raised its full-year 2025 revenue and adjusted EPS guidance. Bristol Myers Squibb announced a quarterly dividend increase. Several analysts upgraded the stock and increased price targets. Concerns about patent expirations and failed Phase 3 trials have contributed to investor skepticism.

There is no explicit information indicating significant demand seasonality for Bristol Myers Squibb's pharmaceutical products and services. The demand for its core therapeutic offerings is generally driven by ongoing health needs rather than seasonal fluctuations. The company's earnings reports frequently highlight strong demand for various products throughout the year.

Bristol Myers Squibb is a biopharmaceutical company focused on discovering, developing, licensing, manufacturing, marketing, distributing, and selling innovative biopharmaceutical products. The company focuses on therapeutic areas including oncology, hematology, immunology, cardiovascular disease, and neuroscience, offering both chemically-synthesized small molecules and biologics, as well as CAR-T cell therapies. Major products include Apixaban (Eliquis), Nivolumab (Opdivo), Lenalidomide (Revlimid), Abatacept (Orencia), Pomalidomide (Pomalyst/Imnovid), Ipilimumab (Yervoy), and Luspatercept (Reblozyl).

Bristol Myers Squibb has a significant global presence, with 71% of its 2024 revenues coming from the United States. Its primary R&D sites are located in Lawrence and Summit, New Jersey; New Brunswick, New Jersey; Redwood City, California; Cambridge and Devens, Massachusetts; and Seville, Spain. Other R&D and manufacturing facilities are found in locations such as Bothell, Washington; Manati, Puerto Rico; Boudry, Switzerland; Braine-l'Alleud, Belgium; Tokyo and Aichi, Japan; Hyderabad and Bangalore, India; Wirral and Chester, United Kingdom; Montreal, Canada; Munich, Germany; Rueil-Malmaison, France; Phoenix, Arizona; and Shanghai, China.

Bristol Myers Squibb's brand reputation has been characterized by its commitment to patients and scientific innovation. The company marked the 10th anniversary of Global Patient Week in 2024. In the 2022 Nature Benchmark, Bristol Myers Squibb's overall performance was modest, but it performed above average among its pharmaceutical and biotechnology industry peers, demonstrating strong relative performance in governance and strategy.

Approximately 70% to 79.60% of Bristol Myers Squibb's shares are held by institutional investors. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., State Street Corp, JPMorgan Chase & Co, Charles Schwab Investment Management Inc, Geode Capital Management, Llc, Ameriprise Financial Inc, Capital International Investors, Morgan Stanley and Bank Of New York Mellon Corp.