BMY Bristol-Myers Squibb Co.
XNYS
61.37
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
BMY
$61.37
—
Key stats
$61.37
- 52-Week Range
- $42.52 – $68.64
- YTD
- +14.80%
- IV Rank (30D)
- 55.74
- Straddle Price
- $4.63
- P/C Vol Ratio
- 3.50
- Market Cap
- $128.7B
- Open
- $62.66
- Day Range
- $61.31 – $62.84
- Volume
- 1,612,073
- Prev Close
- $63.00
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.12% |
| Beta vs SPY | 0.50 |
| Cost of Equity (CAPM) | 7.61% (VRP-adj) |
| WACC | 7.03% |
| Volatility Risk Premium | +9.7pp (IV − HV30) |
| Effective Tax Rate | 22.1% |
| Rev. Growth (YoY, DCF input) | +6.1% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.06 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $11.4B |
| Return on Equity (TTM) | 41.6% |
| Book / Price | 17.3% |
| Gross Margin (TTM) | 70.2% |
| FCF Margin (TTM) | 23.3% |
| Debt / Equity | 1.89 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | -4.3% (reverse-DCF on current price) |
| SMA 50 | $63.26 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $60.49 |
| Bollinger Width / SMA20 | 20.5% (drives anchor stability) |
| Net Debt | $33.4B |
| Market Cap | $129B |
Peers used for multiples: ABBV, AMGN, GILD, JNJ, LLY, MRK, PFE, UNH
60-Day Conviction
82%
20-Day Fair Value
≈ by Nov 23, 2026
$62.50
α +1.7%
rank 65%
conviction
83%
40-Day Fair Value
≈ by Dec 22, 2026
$63.70
α +3.6%
rank 69%
conviction
92%
60-Day Fair Value
≈ by Jan 20, 2027
$63.31
α +3.0%
rank 73%
conviction
82%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $146.45 | 20% | |
| DDM (Gordon) | $101.33 | 16% | |
| Peer P/E | $189.24 | 9% | median 39.3× · 7 peers |
| Peer EV/EBITDA | $133.84 | 9% | median 19.4× · 8 peers |
| Peer P/B | $96.34 | 2% | median 8.8× · 7 peers |
| Peer P/S | $159.31 | 6% | median 6.2× · 8 peers |
| Market Anchor (SMA50) | $63.26 | 19% | stability 47% (BB-width) |
| Options Expected (B-L 30d) | $62.30 | 20% | 30 strikes · skew -0.81 |
As of 2026-10-23 · updated
Related
About
- Industry (SIC)
- PHARMACEUTICAL PREPARATIONS (2834) · industry map
- Exchange
- XNYS
- Market Cap
- $128.7B
- Employees
- 32,500
- List Date
- 1952-06-23
- CIK
- 0000014272
- Next Earnings
- 2026-10-29 (Pre-Market)
- EPS Forecast
- $1.28 (9 est.)
- Headquarters
- Princeton, NJ
- Homepage
- https://www.bms.com
Bristol Myers Squibb discovers, develops, and markets drugs for various therapeutic areas, such as cardiovascular, cancer, and immune disorders. A key focus for Bristol is immuno-oncology, where the firm is a leader in drug development. Bristol derives close to 70% of total sales from the US, showing a higher dependence on the US market than most of its peer group.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 0.08% | 4.86% | 0.54% | -7.37% | 3.80% | 2.97% | 0.81% |
| Feb | -1.41% | 5.34% | -3.19% | 4.27% | -0.55% | 11.59% | 2.68% |
| Mar | 2.43% | 6.41% | -0.07% | 6.56% | 1.87% | -2.71% | 2.42% |
| Apr | -0.81% | 1.96% | -4.19% | -17.08% | -15.70% | -1.85% | -6.28% |
| May | 3.53% | 0.49% | -5.79% | -7.06% | -2.68% | -1.79% | -2.22% |
| Jun | 2.64% | 2.72% | -1.13% | -0.57% | -5.12% | 4.86% | 0.57% |
| Jul | 1.97% | -3.98% | -3.48% | 15.16% | -8.84% | 15.76% | 2.77% |
| Aug | -1.71% | -8.44% | 0.20% | 3.70% | 6.67% | 2.05% | 0.41% |
| Sep | -10.09% | 2.89% | -6.42% | 2.41% | -4.87% | -6.75% | -3.80% |
| Oct | -1.87% | 9.84% | -10.92% | 5.43% | -2.87% | 0.05%* | -0.06% |
| Nov | -8.61% | 3.32% | -3.71% | 9.02% | 6.91% | -- | 1.39% |
| Dec | 13.47% | -11.04% | 2.42% | -5.64% | 9.68% | -- | 1.78% |
| Total | -2.31% | 12.97% | -30.99% | 4.61% | -13.76% | 24.54% | -0.82% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $60.43
SMA 50: $63.20
SMA 200: $59.81
Current: $61.55
EMA 12: $60.72
EMA 26: $61.14
MACD: -0.4200 | Signal: 0.4856
BEARISH
ADX (14): 17.91
RANGE
+DI: 28.50
−DI: 21.26
Momentum Oscillators
RSI (14): 51.26
NEUTRAL
Stoch %K: 82.02
Stoch %D: 78.43
Williams %R: -27.49
Volume & Volatility
BB Upper: $64.06
BB Lower: $56.79
NEUTRAL
OBV: 266,995,839
Vol SMA 20: 12,965,854
Vol ROC: -82.95%
ATR: $1.84
True Range: $1.69
HV 20: 36.8%
HV 30: 31.4%
HV 60: 27.9%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL with confidence level (6/10)
Key Drivers:
- Technical indicators suggest a strong uptrend, with bullish momentum signals from MACD
- Low volatility suggests reduced risk for investors
- Recent news headlines are mixed, with no significant catalysts driving price movements
Primary Risks:
- Market volatility could impact stock performance if the trend reverses
- Earnings misses or regulatory issues could negatively impact the stock
Investment Thesis:
BMY's strong technical indicators and low volatility suggest a stable investment opportunity. However, the absence of significant news catalysts and mixed recent headlines may limit upside potential.
Recent News Sentiment Impact: NEUTRAL
Technical Analysis
Trend Direction: Short-term (1-4 weeks) - Uptrend; Medium-term (1-3 months) - Uptrend; Long-term (3-12 months) - Uptrend
Support/Resistance Levels:
- Upper Bollinger Band: $66.65
- Middle Bollinger Band: $63.09
- Lower Bollinger Band: $59.53
- SMA 20: $63.09
- SMA 50: $59.19
- SMA 200: $56.39
Momentum Signals:
- RSI (14) - Neutral (61.17)
- MACD - Bullish (1.54 / Signal: -0.14 / Histogram: 1.68)
Volume Analysis: Volume trends suggest a neutral sentiment, with moderate volume activity.
News & Sentiment Analysis
Recent Headlines Summary: Mixed news headlines from the pharmaceutical industry, with no significant catalysts driving price movements.
Sentiment Assessment: NEUTRAL
Catalyst Identification: No imminent catalysts; upcoming earnings may provide insights into future performance.
Market Narrative: Technical indicators suggest a strong uptrend, which is not strongly contradicted by recent news headlines.
Risk & Volatility Assessment
Beta Interpretation: Low beta (0.21) suggests reduced risk relative to the market.
Volatility Regime: Current volatility is low compared to historical levels.
Options Market Signals: Medium IV rank and a neutral put/call ratio suggest moderate investor sentiment.
Downside Protection: Support levels include the lower Bollinger Band ($59.53) and SMA 200 ($56.39).
Market Context & Positioning
Sector Performance: Bristol Myers Squibb is outperforming its sector peers.
Institutional Activity: Moderate institutional interest suggests a stable investment opportunity.
Correlation Analysis: Low correlation (0.10) with the broader market suggests reduced risk.
Relative Valuation: BMY's valuation is slightly above historical averages, but still reasonable given the company's fundamentals.
Key Levels & Action Items
Critical Price Levels:
- Upper Bollinger Band: $66.65
- Lower Bollinger Band: $59.53
- SMA 20: $63.09
- SMA 50: $59.19
- SMA 200: $56.39
Breakout/Breakdown Levels: The upper and lower Bollinger Bands may provide significant support or resistance.
Time-Sensitive Catalysts: Upcoming earnings may provide insights into future performance.
Risk Management: Consider stop-loss levels at the lower Bollinger Band ($59.53) and position sizing considerations based on volatility expectations.
Please note that this is a simulated analysis report, and actual results may vary depending on market conditions and other factors.
Generated
News
All BMY news →
One of these pharma stocks offers more income, but the other offers a safer dividend.
Pfizer's revenue swung sharply lower before stabilizing, while Bristol Myers Squibb kept climbing steadily—a divergence that matters for long-term investors.
Bristol Myers Squibb has led in seven of eight quarters, but Novo Nordisk's recent spike signals a shift worth watching for income-focused investors.
Bristol Myers Squibb vs. Eli Lilly: How Long Can Zepbound and Mounjaro Keep Juicing Revenue Results?
Eli Lilly's revenue nearly doubled over two years while Bristol Myers Squibb remained relatively flat, widening the gap between these two pharma giants.
AbbVie's revenue lead has widened to $4 billion per quarter, but Bristol Myers shows surprising resilience despite slower growth.
Amgen boasts stronger revenue growth, while Bristol Myers Squibb generates nearly 60% more free cash flow at half the valuation.
Bristol-Myers trades at a significant valuation discount, but its higher leverage and patent risks contrast sharply with Johnson & Johnson's diversified stability.
Showing 1–10 of 35
Page 1 of 4
Earnings History
12 of 22 under expected move
Avg Expected Move
3.68%
Avg Actual Move
3.79%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-04 | Pre-Market | 2.77% | 0.76% | 0.27x | Within |
| 2021-04-29 | Pre-Market | 2.38% | 4.76% | 2.00x | Exceeded |
| 2021-07-28 | Pre-Market | 2.89% | 1.84% | 0.64x | Within |
| 2021-10-27 | Pre-Market | 2.87% | 3.00% | 1.05x | Exceeded |
| 2022-02-04 | Pre-Market | 2.48% | 1.44% | 0.58x | Within |
| 2022-07-27 | Pre-Market | 2.85% | 1.60% | 0.56x | Within |
| 2022-10-26 | Pre-Market | 3.01% | 2.31% | 0.77x | Within |
| 2023-02-02 | Pre-Market | 3.14% | 2.16% | 0.69x | Within |
| 2023-04-27 | Pre-Market | 2.84% | 0.60% | 0.21x | Within |
| 2023-07-27 | Pre-Market | 2.62% | 4.23% | 1.61x | Exceeded |
| 2023-10-26 | Pre-Market | 2.86% | 6.43% | 2.25x | Exceeded |
| 2024-02-02 | Pre-Market | 4.23% | 0.08% | 0.02x | Within |
| 2024-04-25 | Pre-Market | 3.58% | 8.51% | 2.38x | Exceeded |
| 2024-07-26 | Pre-Market | 4.57% | 11.44% | 2.50x | Exceeded |
| 2024-10-31 | Pre-Market | 4.14% | 5.91% | 1.43x | Exceeded |
| 2025-02-06 | Pre-Market | 5.43% | 3.84% | 0.71x | Within |
| 2025-04-24 | Pre-Market | 5.22% | 0.33% | 0.06x | Within |
| 2025-07-31 | Pre-Market | 4.95% | 5.81% | 1.17x | Exceeded |
| 2025-10-30 | Pre-Market | 4.98% | 7.09% | 1.42x | Exceeded |
| 2026-02-05 | Pre-Market | 4.48% | 3.30% | 0.74x | Within |
| 2026-04-30 | Pre-Market | 4.79% | 5.21% | 1.09x | Exceeded |
| 2026-07-30 | Pre-Market | 3.88% | 2.79% | 0.72x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
BMY Options Activity & IV Rank
BMY IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 34.1%
7-DTE IV: 47.8%
Expected Move: $4.63
7-DTE Move: $3.35
Days to Exp: 28 (2026-11-20)
Options Flow
Call Volume: 678
Put Volume: 2,372
P/C Volume: 3.499
BEARISH
Call OI: 49,844
Put OI: 29,057
P/C OI: 0.583
Total OI: 78,901
ATM Options Pricing
ATM Call: $2.67
ATM Put: $1.97
Call %: 4.3%
Put %: 3.2%
Chain Summary
Chain Volume: 21,867
Chain OI: 753,936
Last Updated: 10/23/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 24th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
24%
vs own history
GEX tilt
+0.04
OI-weighted, today
Vanna tilt
+0.72
δ-sensitivity to IV
Charm tilt
-0.79
δ-decay vs time
Vanna tilt +0.72: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.79: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 161 ATM contracts, 356k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
10%
-0.7
pts
EXTREME
ATM 47.4% / Wing 46.6%
30 DTE / 10d
6%
-0.8
pts
EXTREME
ATM 34.0% / Wing 33.1%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)98.3HighOct 23
IV Rank (30 DTE)55.7MediumOct 23
Straddle Price (30 DTE)$4.63Oct 23
Beta Analysis
Risk Metrics
Beta: 0.1785
Alpha: 35.58%
Correlation: 0.0801
R-Squared: 0.6%
Stock Volatility: 28.4%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own BMY
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $90.6M | #441 of 6285 | +5.2% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $44.2M | #263 of 4729 | +9.4% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $43.4M | #684 of 3716 | -88.5% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
BMY Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 2,043,250,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
62 filers$1.55B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $243.43M | 15.74% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $224.90M | 14.54% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $157.77M | 10.20% | 2026-06-30 |
| 4 | SUSQUEHANNA ADVISORS GROUP, INC. | $115.24M | 7.45% | 2026-06-30 |
| 5 | Walleye Trading LLC | $88.01M | 5.69% | 2026-06-30 |
| 6 | MASTERS CAPITAL MANAGEMENT LLC | $57.62M | 3.73% | 2026-06-30 |
| 7 | Point72 Asset Management, L.P. | $56.02M | 3.62% | 2026-06-30 |
| 8 | LMR Partners LLP | $48.09M | 3.11% | 2026-06-30 |
| 9 | TORONTO DOMINION BANK | $40.62M | 2.63% | 2026-06-30 |
| 10 | JPMorgan Chase & Co Custodian | $39.82M | 2.57% | 2026-06-30 |
| 11 | Royal Bank of Canada Custodian | $39.76M | 2.57% | 2026-06-30 |
| 12 | IMC-Chicago, LLC Custodian | $38.94M | 2.52% | 2026-06-30 |
| 13 | D. E. Shaw & Co., Inc. Custodian | $38.05M | 2.46% | 2026-06-30 |
| 14 | DIADEMA PARTNERS LP | $34.57M | 2.24% | 2026-06-30 |
| 15 | Wolverine Trading, LLC Custodian | $29.94M | 1.94% | 2025-09-30 |
| 16 | Caption Management, LLC | $28.84M | 1.86% | 2026-06-30 |
| 17 | Simplex Trading, LLC Custodian | $26.17M | 1.69% | 2026-06-30 |
| 18 | Lombard Odier Asset Management (USA) Corp | $25.93M | 1.68% | 2026-06-30 |
| 19 | Millennium Management LLC Custodian | $24.47M | 1.58% | 2026-06-30 |
| 20 | PEAK6 LLC | $20.36M | 1.32% | 2026-06-30 |
| 21 | Twin Tree Management, LP | $19.01M | 1.23% | 2026-06-30 |
| 22 | CAPITAL FUND MANAGEMENT S.A. | $17.81M | 1.15% | 2026-06-30 |
| 23 | HSBC Holdings plc Custodian | $16.45M | 1.06% | 2026-06-30 |
| 24 | Alphadyne Asset Management LP | $11.94M | 0.77% | 2026-06-30 |
| 25 | Walleye Capital LLC | $11.14M | 0.72% | 2026-06-30 |
54 filers$1.53B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $324.59M | 21.19% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $194.50M | 12.70% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $152.53M | 9.96% | 2026-06-30 |
| 4 | JPMorgan Chase & Co Custodian | $141.96M | 9.27% | 2026-06-30 |
| 5 | LMR Partners LLP | $106.07M | 6.92% | 2026-06-30 |
| 6 | Walleye Trading LLC | $68.97M | 4.50% | 2026-06-30 |
| 7 | Centiva Capital, LP | $57.89M | 3.78% | 2026-06-30 |
| 8 | IMC-Chicago, LLC Custodian | $48.78M | 3.18% | 2026-06-30 |
| 9 | Simplex Trading, LLC Custodian | $38.34M | 2.50% | 2026-06-30 |
| 10 | UBS Group AG Custodian | $34.02M | 2.22% | 2026-06-30 |
| 11 | D. E. Shaw & Co., Inc. Custodian | $26.73M | 1.74% | 2026-06-30 |
| 12 | HSBC Holdings plc Custodian | $25.98M | 1.70% | 2026-06-30 |
| 13 | Point72 Asset Management, L.P. | $22.32M | 1.46% | 2026-06-30 |
| 14 | CAPSTONE INVESTMENT ADVISORS, LLC | $21.42M | 1.40% | 2026-06-30 |
| 15 | Wolverine Trading, LLC Custodian | $21.33M | 1.39% | 2025-09-30 |
| 16 | GROUP ONE TRADING LLC Custodian | $19.07M | 1.24% | 2026-06-30 |
| 17 | DIADEMA PARTNERS LP | $19.05M | 1.24% | 2026-06-30 |
| 18 | Millennium Management LLC Custodian | $18.61M | 1.21% | 2026-06-30 |
| 19 | Barclays PLC Custodian | $17.74M | 1.16% | 2026-06-30 |
| 20 | Citigroup Inc. Custodian | $15.56M | 1.02% | 2026-06-30 |
| 21 | CREDIT AGRICOLE S A | $12.96M | 0.85% | 2026-06-30 |
| 22 | Goldman Sachs Group Inc Custodian | $12.79M | 0.83% | 2026-06-30 |
| 23 | Caption Management, LLC | $11.52M | 0.75% | 2026-06-30 |
| 24 | Alphadyne Asset Management LP | $11.51M | 0.75% | 2026-06-30 |
| 25 | CAPITAL FUND MANAGEMENT S.A. | $11.35M | 0.74% | 2026-06-30 |
BMY Insider Trading (Form 4)
Latest: 2026-10-05Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | Cari Gallman | EVP, General Counsel | Mixed | +2,227 | $61.15 | -$142.6K | EDGAR |
| 2026-10-02 | Peter J Arduini | Director | Grant (A) | +560 RSU | — | EDGAR | |
| 2026-10-02 | Michael R. McMullen | Director | Grant (A) | +560 RSU | — | EDGAR | |
| 2026-10-02 | Phyllis R Yale | Director | Grant (A) | +560 RSU | — | EDGAR | |
| 2026-10-02 | Theodore R. Samuels II | Director | Grant (A) | +821 RSU | — | EDGAR | |
| 2026-10-02 | Derica W Rice | Director | Grant (A) | +620 RSU | — | EDGAR | |
| 2026-09-10 | Cristian Massacesi | EVP,Chief Med Offr,Head of Dev | Sell (S) | −6,249 | $64.57 | -$403.5K | EDGAR |
| 2026-09-03 | Bartie Wendy Short | EVP, Corporate Affairs | Mixed | +603 | $66.92 | $40.4K | EDGAR |
| 2026-08-26 | Phil M Holzer | SVP and Controller | Sell (S) | −500 | $67.50 | -$33.8K | EDGAR |
| 2026-08-04 | Cristian Massacesi | EVP,Chief Med Offr,Head of Dev | Mixed | +24,997 | $65.31 | -$1.71M | EDGAR |
| 2026-08-04 | Cari Gallman | EVP, General Counsel | Mixed | +518 | $65.31 | -$35.5K | EDGAR |
| 2026-07-02 | Phyllis R Yale | Director | Grant (A) | +607 RSU | — | EDGAR | |
| 2026-07-02 | Derica W Rice | Director | Grant (A) | +672 RSU | — | EDGAR | |
| 2026-07-02 | Michael R. McMullen | Director | Grant (A) | +607 RSU | — | EDGAR | |
| 2026-07-02 | Theodore R. Samuels II | Director | Grant (A) | +889 RSU | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
BMY Insider Holdings
17 insiders · @ $61.55
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Sandra Leung | EVP, General Counsel | 457,732 | $28.17M | -$38.65M | 64 | 2025-03-12 |
| 2 | Christopher S. Boerner | Chief Executive Officer | 172,821 | $10.64M | -$1.68M | 23 | 2026-03-12 |
| 3 | David V Elkins | EVP, Chief Financial Officer | 164,023 | $10.09M | -$20.73M | 26 | 2026-04-02 |
| 4 | Samit Hirawat | EVP,Chief Med.Offr.,Drug Dev. | 83,513 | $5.14M | $402.3K | 14 | 2025-04-29 |
| 5 | Theodore R. Samuels II | Director | 35,500 | $2.18M | $1.93M | 54 | 2026-10-02 |
| 6 | Julia A Haller | Director | 34,079 | $2.10M | $0 | 32 | 2026-06-16 |
| 7 | Karin Shanahan | EVP, Chief Supply Chain & Ops | 27,345 | $1.68M | $0 | 12 | 2026-04-02 |
| 8 | Gregory Scott Meyers | EVP, Chief Digital & Tech Off. | 25,816 | $1.59M | $0 | 12 | 2026-03-12 |
| 9 | Adam Lenkowsky | EVP, Chief Commercial Officer | 25,684 | $1.58M | $0 | 9 | 2026-05-05 |
| 10 | Cristian Massacesi | EVP,Chief Med Offr,Head of Dev | 18,748 | $1.15M | -$403.5K | 4 | 2026-09-10 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
BMY Board & Officers
As of SEC filings through Oct 5, 2026Directors 11
- Peter J Arduini · since Apr 1, 2016
- Theodore R. Samuels II · since Feb 21, 2017
- Karen H Vousden · since Jan 1, 2018
- Julia A Haller · on file since Nov 2019
- Phyllis R Yale · on file since Nov 2019
- Derica W Rice · on file since Sep 2020
- Paula A Price · on file since Sep 2020
- Medina Manuel Hidalgo · since Jun 1, 2021
- Deepak Bhatt · since Jun 14, 2022
- Christopher S. Boerner · listed since Mar 2024
- Michael R. McMullen · since Jul 1, 2024
Officers 15
- Christopher S. Boerner · Chief Executive Officer · listed since Nov 2023
- Lynelle Hoch · President, Cell Therapy Org. · since Dec 15, 2023
- Benjamin Hickey · President, RayzeBio Org. · since Feb 26, 2024
- David V Elkins · EVP, Chief Financial Officer · since Nov 20, 2019
- Samit Hirawat · EVP,Chief Med.Offr.,Drug Dev. · listed since Mar 2020
- Gregory Scott Meyers · EVP, Chief Digital & Tech Off. · since Jan 24, 2022
- Adam Lenkowsky · EVP, Chief Commercial Officer · since Apr 26, 2023
- Robert M Plenge · EVP, Chief Research Officer · since Jul 3, 2023
- Ahn Amanda Poole · EVP, Chief People Officer · listed since Mar 2025
- Hiroshi Chris Shibutani · EVP, Chief Strategy Officer · since Jun 9, 2025
- Cristian Massacesi · EVP,Chief Med Offr,Head of Dev · since Aug 1, 2025
- Karin Shanahan · EVP, Chief Supply Chain & Ops · listed since Nov 2025
- Cari Gallman · EVP, General Counsel · listed since Aug 2025
- Bartie Wendy Short · EVP, Corporate Affairs · since Jun 1, 2025
- Phil M Holzer · SVP and Controller · since Feb 15, 2024
Changes in the last 10 years (66)
| Nov 4, 2025 | Karin Shanahan listed as EVP, Chief Supply Chain & Ops (previously EVP, Glob. Prod. Dev. & Supply) in SEC filings |
| Aug 5, 2025 | Cari Gallman listed as EVP, General Counsel (previously EVP, Corporate Affairs) in SEC filings |
| Aug 1, 2025 | Cristian Massacesi became EVP,Chief Med Offr,Head of Dev |
| Jun 9, 2025 | Hiroshi Chris Shibutani became EVP, Chief Strategy Officer |
| Jun 1, 2025 | Bartie Wendy Short became EVP, Corporate Affairs |
| Mar 12, 2025 | Ahn Amanda Poole listed as EVP, Chief People Officer (previously EVP, Chief Human Resources) in SEC filings |
| Feb 14, 2025 | The company announced the departure of Sandra Leung as EVP, General Counsel in an SEC filing |
| Jul 1, 2024 | Michael R. McMullen became a director |
| Mar 13, 2024 | The company announced the departure of Gerald L Storch from the board in an SEC filing |
| Mar 12, 2024 | Christopher S. Boerner first listed as a director in an SEC filing |
| Feb 26, 2024 | Benjamin Hickey became President, RayzeBio Org. |
| Feb 15, 2024 | Phil M Holzer became SVP and Controller |
| Jan 1, 2024 | Ahn Amanda Poole became EVP, Chief Human Resources |
| Dec 15, 2023 | Lynelle Hoch became President, Cell Therapy Org. |
| Nov 3, 2023 | Christopher S. Boerner listed as Chief Executive Officer (previously EVP, Chief Commercial Officer) in SEC filings |
| Oct 25, 2023 | The company announced the departure of Giovanni Caforio from the board in an SEC filing |
| Oct 2, 2023 | Cari Gallman became EVP, Corporate Affairs |
| Jul 3, 2023 | Robert M Plenge became EVP, Chief Research Officer |
| Apr 26, 2023 | Adam Lenkowsky became EVP, Chief Commercial Officer |
| Apr 21, 2023 | The company announced the departure of Giovanni Caforio as Board Chair and CEO in an SEC filing |
| Mar 14, 2023 | Rupert Vessey listed as EVP & President, Research (previously EVP, Research & Early Dev.) in SEC filings |
| Jun 14, 2022 | Deepak Bhatt became a director |
| Apr 25, 2022 | Sharon Greenlees became SVP & Controller |
| Mar 14, 2022 | The company announced the departure of Karen Murphy Santiago as SVP & Controller in an SEC filing |
| Mar 7, 2022 | Karin Shanahan became EVP, Glob. Prod. Dev. & Supply |
| Jan 24, 2022 | Gregory Scott Meyers became EVP, Chief Digital & Tech Off. |
| Sep 22, 2021 | Giovanni Caforio listed as Board Chair and CEO (previously Chairman and CEO) in SEC filings |
| Jun 7, 2021 | Michelle Weese became EVP, Corporate Affairs |
| Jun 1, 2021 | Medina Manuel Hidalgo became a director |
| Sep 2, 2020 | Paula A Price first on file as a director |
| Sep 2, 2020 | Derica W Rice first on file as a director |
| Jul 2, 2020 | Karen Murphy Santiago listed as SVP & Controller (previously Controller) in SEC filings |
| Mar 30, 2020 | Elizabeth Mily became EVP, Strategy & BD |
| Mar 12, 2020 | Samit Hirawat listed as EVP,Chief Med.Offr.,Drug Dev. (previously Chief Medical Offr., Drug Dev.) in SEC filings |
| Mar 12, 2020 | Rupert Vessey listed as EVP, Research & Early Dev. (previously Pres., Research & Early Dev.) in SEC filings |
| Mar 12, 2020 | Paul von Autenried listed as EVP, Chief Information Officer (previously SVP, Enterp. Services & CIO) in SEC filings |
| Mar 12, 2020 | Nadim Ahmed listed as EVP and President, Hematology (previously President, Hematology) in SEC filings |
| Mar 12, 2020 | Louis S Schmukler listed as EVP,Pres.,Glob.Prod. & Supply (previously Pres., Global Mfg. & Supply) in SEC filings |
| Mar 12, 2020 | Joseph Eid listed as SVP,Head Glob. Medical Affairs (previously SVPHead Global Medical Affairs) in SEC filings |
| Mar 12, 2020 | Ann Powell listed as EVP, Chief Human Resources (previously SVP, Global Human Resources) in SEC filings |
| Mar 12, 2020 | Adam Dubow listed as SVP,ChiefCompliance&EthicsOff. (previously Chief Compliance & Ethics Offi) in SEC filings |
| Mar 6, 2020 | John E Elicker listed as EVP, Investor Relations (previously SVP, Public Affairs & IR) in SEC filings |
| Jan 17, 2020 | Charles A Bancroft listed as EVP, Head of Integration (previously EVP & Chief Financial Officer) in SEC filings |
| Jan 6, 2020 | Kathryn Metcalfe became EVP, Corporate Affairs |
| Nov 22, 2019 | Phyllis R Yale first on file as a director |
| Nov 22, 2019 | Michael W Bonney first on file as a director |
| Nov 22, 2019 | Julia A Haller first on file as a director |
| Nov 20, 2019 | Rupert Vessey became Pres., Research & Early Dev. |
| Nov 20, 2019 | Nadim Ahmed became President, Hematology |
| Nov 20, 2019 | David V Elkins became EVP, Chief Financial Officer |
| Jun 28, 2019 | Samit Hirawat became Chief Medical Offr., Drug Dev. |
| Jun 12, 2019 | Joseph Eid became SVPHead Global Medical Affairs |
| Oct 2, 2018 | Jose Baselga reported in an SEC filing no longer being a director |
| Aug 27, 2018 | Christopher S. Boerner became EVP, Chief Commercial Officer |
| Aug 3, 2018 | Murdo Gordon reported in an SEC filing no longer being EVP, Chief Commercial Officer |
| Jun 14, 2018 | Paul Biondi became SVP, Head of Strategy & BD |
| Jun 14, 2018 | Adam Dubow became Chief Compliance & Ethics Offi |
| Mar 1, 2018 | Jose Baselga became a director |
| Feb 15, 2018 | Karen Murphy Santiago became Controller |
| Jan 1, 2018 | Karen H Vousden became a director |
| May 9, 2017 | Giovanni Caforio listed as Chairman and CEO (previously Chief Executive Officer) in SEC filings |
| Apr 4, 2017 | Thomas J. Lynch Jr. no longer listed as a director in SEC filings |
| Apr 4, 2017 | Thomas J. Lynch Jr. first listed as EVP & Chief Scientific Officer in an SEC filing |
| Feb 21, 2017 | Theodore R. Samuels II became a director |
| Feb 21, 2017 | Robert J Bertolini became a director |
| Feb 21, 2017 | Matthew Emmens became a director |
Not reported recently (29)
- Ann Powell · Last reported as EVP, Chief Human Resources in an SEC filing dated Aug 28, 2023
- Michelle Weese · Last reported as EVP, Corporate Affairs in an SEC filing dated Jul 5, 2023
- Rupert Vessey · Last reported as EVP & President, Research in an SEC filing dated May 4, 2023
- Sharon Greenlees · Last reported as SVP & Controller in an SEC filing dated May 3, 2023
- Elizabeth Mily · Last reported as EVP, Strategy & BD in an SEC filing dated Apr 4, 2023
- Paul von Autenried · Last reported as EVP, Chief Information Officer in an SEC filing dated Nov 24, 2021
- Adam Dubow · Last reported as SVP,ChiefCompliance&EthicsOff. in an SEC filing dated Aug 3, 2021
- Michael W Bonney · Last reported as a director in an SEC filing dated Jul 1, 2021
- Joseph Eid · Last reported as SVP,Head Glob. Medical Affairs in an SEC filing dated Jun 4, 2021
- Louis S Schmukler · Last reported as EVP,Pres.,Glob.Prod. & Supply in an SEC filing dated May 11, 2021
- Dinesh C Paliwal · Last reported as a director in an SEC filing dated Apr 2, 2021
- Matthew Emmens · Last reported as a director in an SEC filing dated Apr 2, 2021
- Robert J Bertolini · Last reported as a director in an SEC filing dated Apr 2, 2021
- Vicki L Sato · Last reported as a director in an SEC filing dated Feb 3, 2021
- Nadim Ahmed · Last reported as EVP and President, Hematology in an SEC filing dated Jan 5, 2021
- Michael Grobstein · Last reported as a director in an SEC filing dated Jul 2, 2020
- Alan J Lacy · Last reported as a director in an SEC filing dated Jul 2, 2020
- Charles A Bancroft · Last reported as EVP, Head of Integration in an SEC filing dated Mar 12, 2020
- John E Elicker · Last reported as EVP, Investor Relations in an SEC filing dated Mar 12, 2020
- Kathryn Metcalfe · Last reported as EVP, Corporate Affairs in an SEC filing dated Mar 12, 2020
- Paul Biondi · Last reported as SVP, Head of Strategy & BD in an SEC filing dated Oct 3, 2019
- Thomas J. Lynch Jr. · Last reported as EVP & Chief Scientific Officer in an SEC filing dated Apr 5, 2019
- Joseph C Caldarella · Last reported as SVP & Controller in an SEC filing dated Sep 8, 2017
- Anne Nielsen · Last reported as Chief Compliance & Ethics Off in an SEC filing dated Sep 6, 2017
- Lamberto Andreotti · Last reported as a director in an SEC filing dated Apr 10, 2017
- Francis M Cuss · Last reported as EVP & Cso in an SEC filing dated Mar 14, 2017
- Emmanuel Blin · Last reported as SVP, Chief Strategy Officer in an SEC filing dated Mar 14, 2017
- Laurie H M.D. Glimcher · Last reported as a director in an SEC filing dated Feb 3, 2017
- Togo D West Jr · Last reported as a director in an SEC filing dated Feb 3, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
BMY Proposed Insider Sales (Form 144)
Latest: 2026-09-09
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
2 filings
· $437K notice value
· 2 unique filers
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Massacesi Cristian (1, $403K) · Holzer Phil M (1, $34K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-09 | Massacesi Cristian | Officer | 6,249 | $403.5K | 2026-09-09 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-08-25 | Holzer Phil M | Officer | 500 | $33.8K | 2026-08-25 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-04-01 | Elkins David V | Officer | 30,000 | $1.85M | 2026-04-01 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-09-02 | Elkins David V | Officer | 56,000 | $2.65M | 2025-09-02 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2024-11-04 | Holzer Phil M | Officer | 700 | $38.9K | 2024-11-04 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2023-08-24 | Powell Ann | Officer | 17,986 | $1.10M | 2023-08-24 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2023-08-03 | Plenge Robert M | Officer | 732 | $44.8K | 2023-08-03 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2023-05-03 | VESSEY RUPERT | Officer | 50,385 | $3.38M | 2023-05-03 | Fidelity Brokerage Services LLC | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-08
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-08 | 0001140361-26-020036 | EDGAR |
| 2026-04-30 | 0000014272-26-000008 | EDGAR |
| 2026-02-05 | 0000014272-26-000002 | EDGAR |
| 2026-01-12 | 0001140361-26-000929 | EDGAR |
| 2025-11-18 | 0001140361-25-042607 | EDGAR |
| 2025-11-10 | 0001140361-25-041380 | EDGAR |
| 2025-11-03 | 0001140361-25-040066 | EDGAR |
| 2025-10-30 | 0000014272-25-000147 | EDGAR |
| 2025-07-31 | 0000014272-25-000129 | EDGAR |
| 2025-07-25 | 0001140361-25-027350 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-30 | 0000014272-26-000010 | EDGAR |
| 2025-10-30 | 0000014272-25-000149 | EDGAR |
| 2025-07-31 | 0000014272-25-000131 | EDGAR |
| 2025-04-24 | 0000014272-25-000091 | EDGAR |
| 2024-10-31 | 0000014272-24-000147 | EDGAR |
| 2024-07-26 | 0000014272-24-000123 | EDGAR |
| 2024-04-25 | 0000014272-24-000096 | EDGAR |
| 2023-10-26 | 0000014272-23-000181 | EDGAR |
| 2023-07-27 | 0000014272-23-000152 | EDGAR |
| 2023-04-27 | 0000014272-23-000104 | EDGAR |
ETF Holders
452 ETFs hold BMY
25 shown · $19.67B total exposure · 0.26% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.17% | $4.0B | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.19% | $3.3B | — | 2026-09-30 |
| 3 | SCHD Schwab U.S. Dividend Equity ETF | Nport | 2.93% | $2.8B | — | 2026-05-31 |
| 4 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.19% | $1.7B | $878.4B | 2026-10-21 |
| 5 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.19% | $1.5B | $820.7B | 2026-10-21 |
| 6 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.48% | $1.2B | — | 2026-09-30 |
| 7 | XLV State Street® Health Care Select Sector SPDR® ETF | SPDR (State Street) | 1.92% | $912.5M | $47.5B | 2026-10-21 |
| 8 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.54% | $518.3M | — | 2026-09-30 |
| 9 | VHT Vanguard Health Care ETF | Vanguard | 1.78% | $389.4M | — | 2026-09-30 |
| 10 | COWZ Pacer US Cash Cows 100 ETF | Nport | 2.03% | $368.5M | — | 2026-04-30 |
| 11 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.19% | $344.3M | $184.5B | 2026-10-21 |
| 12 | JEPI JPMorgan Equity Premium Income ETF | JPMorgan | 0.64% | $295.4M | $45.9B | 2026-10-22 |
| 13 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.33% | $279.1M | $84.8B | 2026-10-21 |
| 14 | FDL First Trust Morningstar Dividend Leaders Index Fund | First Trust | 3.04% | $245.5M | $8.1B | 2026-10-21 |
| 15 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.41% | $207.5M | $50.7B | 2026-10-21 |
| 16 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.19% | $186.3M | — | 2026-10-21 |
| 17 | DUHP Dimensional US High Profitability ETF | Dimensional | 0.86% | $166.3M | — | 2026-10-21 |
| 18 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.17% | $161.9M | $96.2B | 2026-10-21 |
| 19 | SPYV State Street® SPDR® Portfolio S&P 500® Value ETF | SPDR (State Street) | 0.41% | $158.4M | $38.4B | 2026-10-21 |
| 20 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.17% | $150.3M | — | 2026-10-21 |
| 21 | SPMO Invesco S&P 500 Momentum ETF | Invesco | 0.68% | $150.2M | — | 2026-10-21 |
| 22 | VV Vanguard Morningstar Large-Cap ETF | Vanguard | 0.20% | $150.1M | — | 2026-09-30 |
| 23 | MOAT VanEck Morningstar Wide Moat ETF | VanEck | 1.27% | $149.0M | $11.9B | 2026-10-21 |
| 24 | FNDX Schwab Fundamental U.S. Large Company ETF | Nport | 0.53% | $135.3M | — | 2026-05-31 |
| 25 | SCHX Schwab U.S. Large-Cap ETF | Nport | 0.17% | $123.7M | — | 2026-05-31 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
13.54
TTM Diluted EPS
$4.54
TTM Revenue
$49.19B
TTM Net Income
$9.28B
TTM Op. Cash Flow
$12.78B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $12.97B | $3.32B | $1.62 | $3.39B |
| Q1 '26 | 2026-03-31 | $11.49B | $2.68B | $1.31 | $1.10B |
| Q4 '25 | 2025-12-31 | $12.50B | $1.09B | $0.53 | $1.97B |
| Q3 '25 | 2025-09-30 | $12.22B | $2.20B | $1.08 | $6.31B |
| Q2 '25 | 2025-06-30 | $12.27B | $1.31B | $0.64 | $3.92B |
| Q1 '25 | 2025-03-31 | $11.20B | $2.46B | $1.20 | $1.95B |
| Q4 '24 | 2024-12-31 | $12.34B | $72.00M | $0.04 | $4.44B |
| Q3 '24 | 2024-09-30 | $11.89B | $1.21B | $0.60 | $5.59B |
| Q2 '24 | 2024-06-30 | $12.20B | $1.68B | $0.83 | $2.33B |
| Q1 '24 | 2024-03-31 | $11.87B | $-11.91B | $-5.89 | $2.83B |
| Q4 '23 | 2023-12-31 | $11.48B | $1.76B | $0.87 | $4.25B |
| Q3 '23 | 2023-09-30 | $10.97B | $1.93B | $0.93 | $4.75B |
Q2 2026 • period ending 2026-06-30 • filed 2026-07-30
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
13.54
P/B
5.63
P/S
2.55
EV/EBITDA
10.67
EV/Sales
3.23
ROE
41.6%
ROA
10.6%
Div Yield
4.08%
FCF Yield
10.17%
Debt/Equity
1.89
Current Ratio
—
Market Cap
$125.64B
as of 2026-10-23
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
45.85M
SI % of Float
2.25%
Days to Cover
3.01
Short Vol Ratio
51.3%
Free Float
2.04B
Float %
99.9%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-08-14