Recent discussions on X about Bristol Myers Squibb (BMY) have centered around the company's latest clinical trial results and strategic moves. A notable topic is the topline results from the Phase 3 INDEPENDENCE trial for Reblozyl, a treatment for myelofibrosis-associated anemia, which has sparked varied reactions among investors. Some see this as a potential boost to the company's pipeline, while others remain cautious about the broader implications for future revenue.
Additionally, posts on X have highlighted concerns over looming patent expirations that could pose significant challenges to BMY’s topline by the end of the decade, with estimates suggesting a substantial sales headwind. On a more positive note, the company’s recent stock performance, with incremental gains in share price, has fueled optimism among certain market watchers. The mix of pipeline progress and long-term risks keeps the conversation dynamic and closely watched.
Note: This discussion summary was generated from an AI condensation of post data.
Bristol Myers Squibb Congressional Stock Trading
Members of Congress have traded $BMY stock 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $BMY stock by members of Congress over the last 6 months:
- REPRESENTATIVE VIRGINIA FOXX sold up to $15,000 on 06/24.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
- SENATOR TOMMY TUBERVILLE sold up to $15,000 on 04/15.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/01.
- REPRESENTATIVE GREG LANDSMAN sold up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Bristol Myers Squibb Insider Trading Activity
Bristol Myers Squibb insiders have traded $BMY stock on the open market 4 times in the past 6 months. Of those trades, 3 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:
- SAMIT HIRAWAT (EVP,Chief Med.Offr.,Drug Dev.) has made 2 purchases buying 6,073 shares for an estimated $302,214 and 0 sales.
- CHRISTOPHER S. BOERNER (Chief Executive Officer) purchased 2,000 shares for an estimated $110,096
- BENJAMIN HICKEY (President, RayzeBio Org.) sold 97 shares for an estimated $3,701
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Bristol Myers Squibb Hedge Fund Activity
We have seen 1,032 institutional investors add shares of Bristol Myers Squibb stock to their portfolio, and 1,207 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS added 20,599,149 shares (+44.9%) to their portfolio in Q1 2025, for an estimated $1,256,342,097
- WELLINGTON MANAGEMENT GROUP LLP added 17,750,938 shares (+297.0%) to their portfolio in Q1 2025, for an estimated $1,082,629,708
- JPMORGAN CHASE & CO added 12,029,292 shares (+12.5%) to their portfolio in Q1 2025, for an estimated $733,666,519
- GQG PARTNERS LLC added 11,970,598 shares (+22647.6%) to their portfolio in Q1 2025, for an estimated $730,086,772
- FMR LLC removed 9,489,393 shares (-30.5%) from their portfolio in Q1 2025, for an estimated $578,758,079
- MILLENNIUM MANAGEMENT LLC removed 7,928,263 shares (-93.5%) from their portfolio in Q1 2025, for an estimated $483,544,760
- ADAGE CAPITAL PARTNERS GP, L.L.C. removed 5,816,959 shares (-74.9%) from their portfolio in Q1 2025, for an estimated $354,776,329
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Bristol Myers Squibb Government Contracts
We have seen $8,472,816 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:
- ABECMA FOR TRANSPLANT: $338,932
- ABECMA INJECTIONS NEEDED: $338,932
- ABECMA INJ, SUSP, TRANSPLANT TREATMENT, NATIONAL DRUG CODE 59572-0515-0.: $338,932
- ABECMA TRANSPLANT INJECTION: $338,932
- ABECMA FOR TRANSPLANT PATIENT: $338,932
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Bristol Myers Squibb Analyst Ratings
Wall Street analysts have issued reports on $BMY in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 04/23/2025
- Piper Sandler issued a "Overweight" rating on 04/22/2025
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 9 analysts offer price targets for $BMY in the last 6 months, with a median target of $55.0.
Here are some recent targets:
- Terence Flynn from Morgan Stanley set a target price of $34.0 on 07/10/2025
- Mohit Bansal from Wells Fargo set a target price of $53.0 on 04/28/2025
- Carter Gould from Cantor Fitzgerald set a target price of $55.0 on 04/23/2025
- Akash Tewari from Jefferies set a target price of $68.0 on 04/23/2025
- David Amsellem from Piper Sandler set a target price of $65.0 on 04/22/2025
- Trung Huynh from UBS set a target price of $54.0 on 04/11/2025
- Asad Haider from Goldman Sachs set a target price of $55.0 on 04/08/2025
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.
