Bristol-Myers Squibb Company (BMY)

Bristol Myers Squibb's stock experienced several notable events including a Q1 CY2026 earnings beat, reaffirmed FY 2026 guidance, and growth portfolio momentum. Opdivo revenue declined, and the Eliquis patent cliff remains a significant risk. The EU approved Sotyktu, and Eliquis became available through the Mark Cuban Cost Plus Drug Company. Positive trial results were reported for Camzyos, Cobenfy, izalontamab brengitecan, and luspatercept. The FDA accepted the Iberdomide NDA, and the company reported Q4 and full-year 2025 financial results. Bristol Myers Squibb announced a collaboration with Microsoft, and EVP David V. Elkins sold 30,000 shares of the company's stock.

Bristol Myers Squibb's business is typically not seasonal, but the broader pharmaceutical and biotech industry can exhibit seasonal patterns for certain types of drugs. The publication of clinical studies can also influence stock prices.

Bristol Myers Squibb Co. is an American multinational biopharmaceutical company focused on discovering, developing, licensing, manufacturing, marketing, distributing, and selling biopharmaceutical products. Its primary therapeutic areas include oncology, immunology, cardiovascular, and fibrosis. Major products include Apixaban (Eliquis), Nivolumab (Opdivo), Lenalidomide (Revlimid), Abatacept (Orencia), Pomalidomide (Pomalyst/Imnovid), Ipilimumab (Yervoy), Luspatercept (Reblozyl), Camzyos (mavacamten), Breyanzi, Sotyktu (deucravacitinib), and Cobenfy (xanomeline and trospium chloride).

Bristol Myers Squibb operates globally, with 71% of its 2024 revenues coming from the United States. Key R&D and manufacturing sites are located in the United States, Europe, and Asia.

Bristol Myers Squibb generally maintains a positive brand reputation, reflected in various rankings and initiatives. The company was listed on Forbes' lists and launched the "Won't Lose" media campaign. However, the company has faced historical legal challenges and potential litigation, and Ethos ESG noted areas where Bristol Myers Squibb performs poorly.

Institutional investors hold a significant majority of Bristol Myers Squibb's outstanding shares, approximately 84.5% as of late 2025. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., State Street Corp, JPMorgan Chase & Co, Charles Schwab Investment Management Inc, Geode Capital Management, Llc, Norges Bank, Morgan Stanley, Ameriprise Financial Inc, and Aqr Capital Management Llc.