BRISTOL-MYERS SQUIBB ($BMY) posted quarterly earnings results for Q4 2025 on Thursday, February 5th. The company reported earnings of $1.26 per share, beating estimates of $1.13 by $0.13. The company also reported revenue of $12,502,000,000, beating estimates of $12,399,013,227 by $102,986,773.
You can see Quiver Quantitative's $BMY stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
BRISTOL-MYERS SQUIBB Insider Trading Activity
BRISTOL-MYERS SQUIBB insiders have traded $BMY stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $BMY stock by insiders over the last 6 months:
- DAVID V ELKINS (EVP, Chief Financial Officer) sold 56,000 shares for an estimated $2,650,480
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
BRISTOL-MYERS SQUIBB Hedge Fund Activity
We have seen 1,047 institutional investors add shares of BRISTOL-MYERS SQUIBB stock to their portfolio, and 1,152 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 33,775,408 shares (-51.0%) from their portfolio in Q3 2025, for an estimated $1,523,270,900
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 18,368,362 shares (+72.9%) to their portfolio in Q3 2025, for an estimated $828,413,126
- JPMORGAN CHASE & CO removed 17,780,210 shares (-17.1%) from their portfolio in Q3 2025, for an estimated $801,887,471
- PACER ADVISORS, INC. removed 9,304,698 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $501,895,410
- WELLINGTON MANAGEMENT GROUP LLP removed 8,667,308 shares (-33.6%) from their portfolio in Q3 2025, for an estimated $390,895,590
- VAN ECK ASSOCIATES CORP added 5,933,805 shares (+151.1%) to their portfolio in Q3 2025, for an estimated $267,614,605
- FMR LLC removed 5,929,008 shares (-36.5%) from their portfolio in Q3 2025, for an estimated $267,398,260
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
BRISTOL-MYERS SQUIBB Government Contracts
We have seen $10,420,316 of award payments to $BMY over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- REVLIMID, POMALYST, CAMZYOS SPECIALTY PHARMACEUTICALS: $848,445
- EMERGENCY BREYANZI INFUSION: $670,085
- ABECMA INJ, SUSP, TRANSPLANT TREATMENT, NATIONAL DRUG CODE 59572-0515-0.: $338,932
- ABECMA TRANSPLANT DRUG: $338,932
- ABECMA FOR CAR-T: $338,932
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
BRISTOL-MYERS SQUIBB Congressional Stock Trading
Members of Congress have traded $BMY stock 6 times in the past 6 months. Of those trades, 2 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $BMY stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 12/19, 11/12 and 1 sale worth up to $15,000 on 10/09.
- REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 12/18, 11/13, 08/14.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
BRISTOL-MYERS SQUIBB Analyst Ratings
Wall Street analysts have issued reports on $BMY in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 01/28/2026
- B of A Securities issued a "Buy" rating on 12/15/2025
- Guggenheim issued a "Buy" rating on 12/12/2025
To track analyst ratings and price targets for BRISTOL-MYERS SQUIBB, check out Quiver Quantitative's $BMY forecast page.
BRISTOL-MYERS SQUIBB Price Targets
Multiple analysts have issued price targets for $BMY recently. We have seen 10 analysts offer price targets for $BMY in the last 6 months, with a median target of $60.0.
Here are some recent targets:
- David Amsellem from Piper Sandler set a target price of $66.0 on 01/28/2026
- Andrew Baum from Citigroup set a target price of $60.0 on 01/27/2026
- David Risinger from Leerink Partners set a target price of $60.0 on 01/13/2026
- Louise Chen from Scotiabank set a target price of $60.0 on 01/09/2026
- Michael Yee from UBS set a target price of $65.0 on 01/07/2026
- Tim Anderson from B of A Securities set a target price of $61.0 on 12/15/2025
- Terence Flynn from Morgan Stanley set a target price of $37.0 on 12/12/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
