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BRISTOL MYERS SQUIBB CO (BMY)

As-reported financials and SEC filings for BRISTOL MYERS SQUIBB CO. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About BRISTOL MYERS SQUIBB CO

Bristol Myers Squibb is a biopharmaceutical company that discovers, develops, manufactures, markets, and sells innovative medicines for serious diseases. Its main products include biologics, small molecule drugs, CAR-T cell therapies, and radiopharmaceuticals used to treat conditions such as cancer, autoimmune diseases, cardiovascular and neurological disorders. The company serves patients worldwide through wholesalers, distributors, specialty pharmacies, hospitals, clinics, and government agencies.

Snapshot

Revenue
$48.19B
Revenue growth (YoY)
-0.2%
Net income
$7.05B
Diluted EPS
$3.46
Gross margin
71.1%
Operating margin
Net margin
14.6%
FCF margin
26.7%
ROE
38.1%
net income / fiscal-year-end equity
P/E
14.2×
trailing when available, otherwise FY EPS
Market cap
$131.57B
Long-term debt / equity
2.32×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Bristol Myers Squibb

  • Revenue fell 0.2% to $48.2B in FY2025, slower than the 7.3% the year before.
  • Most recent quarter Q2 FY2026: revenue $13.0B, up 5.7% from Q2 FY2025.
  • Free cash flow was $12.8B in FY2025, 26.7% of revenue.
  • Net income turned positive at $7.1B in FY2025, from a $8.9B loss in FY2024.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Bristol Myers Squibb’s fundamentals sit among the 198 pharmaceutical companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin71.1%
57th percentile of 69
Net margin14.6%
76th percentile of 122
FCF margin26.7%
86th percentile of 110
Revenue growth (YoY)-0.2%
34th percentile of 187
ROE38.1%
93rd percentile of 167
P/E14.2×
41st percentile of 60
Long-term debt / equity2.32×
90th percentile of 64
Short interest3.48d
29th percentile of 197

Bristol Myers Squibb’s return on equity of 38.1% ranks in the 93rd percentile of the 167 pharmaceutical companies reporting it. Bristol Myers Squibb’s long-term debt to equity of 2.32 ranks in the 90th percentile of the 64 pharmaceutical companies reporting it. Bristol Myers Squibb’s FCF margin of 26.7% ranks in the 86th percentile of the 110 pharmaceutical companies reporting it.

No reported insider purchases (code P) in the last 90 days; 1 insider sale totaling $33,750. For context, about 14% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among industry peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 5 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+5 quant / multi-strat
Initiated / added
3
0 new, 3 added
Reduced / exited
7
4 trimmed, 3 exited
Combined position
$2.38B
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$1.58B27.4MReduced
Two Sigma InvestmentsquantQ2 2026$581.1M10.1MReduced
Citadel AdvisorsquantQ2 2026$90.6M1.6MAdded
Gotham Asset ManagementQ2 2026$51.5M893.0KAdded
Millennium ManagementquantQ2 2026$43.4M752.6KReduced
D. E. ShawquantQ2 2026$32.2M559.4KAdded
Dodge & CoxQ2 2026$2.4M42.4KReduced

No longer held by: Bridgewater Associates (as of Q2 2026), Point72 Asset Management (as of Q2 2026), Renaissance Technologies (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
1
$34K
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-25
filed 2026-08-26
Holzer Phil MSVP and ControllerSell500$67.50$34K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
45.9M
settled 2026-08-14
Change vs prior
-12.4%
vs previous settlement
Days to cover
3.48
at avg daily volume
Avg daily volume
13.2M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-1445.9M-12.4%3.48
2026-07-3152.3M+16.5%4.63
2026-07-1544.9M+10.9%4.24
2026-06-3040.5M+2.4%2.47
2026-06-1539.6M+2.8%3.33
2026-05-2938.5M+4.9%3.46
2026-05-1536.7M+17.2%3.54
2026-04-3031.3M-3.3%3.17

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$48.19B$48.30B$45.01B$46.16B$46.38B
Gross profit$34.26B$34.33B$34.31B$36.02B$36.45B
Operating income
Net income$7.05B$-8.95B$8.03B$6.33B$6.99B
Diluted EPS$3.46$-4.41$3.86$2.95$3.12

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$14.16B$15.19B$13.86B$13.07B$16.21B
Capital expenditure$1.31B$1.25B$1.21B$1.12B$973.0M
Free cash flow$12.85B$13.94B$12.65B$11.95B$15.23B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$12.97B5.7%$3.32B$1.62
Q1 FY2026$11.49B2.6%$2.68B$1.31
Q4 FY2025$12.50B1.3%$1.09B$0.53
Q3 FY2025$12.22B2.8%$2.20B$1.08
Q2 FY2025$12.27B0.6%$1.31B$0.64
Q1 FY2025$11.20B-5.6%$2.46B$1.20
Q4 FY2024$12.34B7.5%$72.0M$0.04
Q3 FY2024$11.89B8.4%$1.21B$0.60

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorHealthcare
SIC industryPharmaceutical Preparations
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2019
SEC CIK14272

Selected SEC filings

10-K2026-02-11
View on EDGAR →
10-K2025-02-12
View on EDGAR →
10-Q2026-07-30
View on EDGAR →
10-Q2026-04-30
View on EDGAR →
10-Q2025-10-30
View on EDGAR →
10-Q2025-07-31
View on EDGAR →
8-K2026-07-30
View on EDGAR →
8-K2026-05-08
View on EDGAR →

Largest pharmaceutical peers

All pharmaceutical stocksAll Healthcare companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.