Stocklore

Bristol-Myers Squibb Co. (BMY)

Biotech & Health · US stock

What changed in recent filings

  • Revenue +6% YoYQuarter ended Jun 30, 2026
  • Institutions — 1 new · 2 added · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Bristol-Myers Squibb Co. recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 30, 2026
    Revenue +5.7% YoY · EPS $1.62
    Released before the open: Jul 29 close → Jul 30 close, the stock moved +2.8% · over the same window, market +1.7% · sector -0.9%
  • 26Q1Released Apr 30, 2026
    Revenue +2.6% YoY · EPS $1.31
    Released before the open: Apr 29 close → Apr 30 close, the stock moved +5.2% · over the same window, market +1.0% · sector +1.0%
  • 25Q4Released Feb 5, 2026
    Revenue +1.3% YoY · EPS $0.53
    Released before the open: Feb 4 close → Feb 5 close, the stock moved +3.3% · over the same window, market -1.2% · sector -0.4%
  • 25Q3Released Oct 30, 2025
    Revenue +2.8% YoY · EPS $1.08
    Released before the open: Oct 29 close → Oct 30 close, the stock moved +7.1% · over the same window, market -1.1% · sector +0.0%

The next earnings release is estimated around Oct 29, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Bristol-Myers Squibb Co.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 15
2019 Q1 · 122019 Q2 · 112019 Q3 · 102019 Q4 · 92020 Q1 · 82020 Q2 · 82020 Q3 · 112020 Q4 · 132021 Q1 · 152021 Q2 · 122021 Q3 · 132021 Q4 · 112022 Q1 · 92022 Q2 · 92022 Q3 · 102022 Q4 · 112023 Q1 · 92023 Q2 · 82023 Q3 · 72023 Q4 · 72024 Q1 · 72024 Q2 · 82024 Q3 · 82024 Q4 · 92025 Q1 · 82025 Q2 · 72025 Q3 · 72025 Q4 · 82026 Q1 · 92026 Q2 · 8
19 Q122 Q326 Q2

2019 Q1: 12 → 2026 Q2: 8 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Bristol-Myers Squibb Co.

Institutions we track that reported holding this stock in their most recent 13F.

  • National Pension Service (Korea)0.21% of portfolio · held as of 2019 Q1 or earlier
  • Dodge & Coxunder 0.01% of portfolio · held as of 2019 Q1 or earlier
  • PRIMECAP Management0.85% of portfolio · held as of 2019 Q1 or earlier
  • Caisse de depot (Quebec)0.35% of portfolio · held as of 2019 Q1 or earlier
  • Pzena Investment Management2.88% of portfolio · since 2019 Q3
  • GQG Partners0.01% of portfolio · since 2026 Q1
  • Capital World Investors0.02% of portfolio · since 2026 Q1
  • BlackstoneNew this quarterunder 0.01% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Bristol-Myers Squibb Company is a global biopharmaceutical company that discovers, develops, manufactures, and commercializes medicines for serious diseases. Bristol-Myers Squibb Company focuses on major therapeutic areas including oncology, hematology, immunology, cardiovascular disease, and neuroscience, serving patients with complex and often chronic conditions. Its portfolio includes small-molecule drugs, biologics, and cell therapies, reflecting a broad approach to advanced treatment design and delivery. The company supports healthcare systems through research-driven products used in hospitals, specialty clinics, and outpatient care settings around the world. Bristol-Myers Squibb Company plays an important role in the pharmaceutical market by providing therapies aimed at difficult-to-treat illnesses and by maintaining a diversified pipeline and product mix across multiple disease categories.

What is the Biotech & Health sector?

Pharma, biotech, and medical devices. Driven by trial-result events.

Bristol-Myers Squibb Co. is classified under the Biotech & Health sector. See peers below.

Bristol-Myers Squibb Co. key financials

Based on SEC filings · as of Jun 30, 2026

38.2%
1.92x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Bristol-Myers Squibb Co. vs Biotech & Health sector benchmark

Median of 38 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
3.1%vs benchmark 8.1%↓ below
Net margin
18.9%vs benchmark 14.2%↑ above
ROE
38.2%vs benchmark 13.6%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

BMY revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $13.0B, +5.7% YoY.

The largest segment is US, 69.3% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the US segment (about 67% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

BMY segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Sep '24Mar '25Sep '25Jun '26
United States 69%Non-U.S. 28%Other region 2%

ETFs holding Bristol-Myers Squibb Co.

Per SEC N-PORT · 2026-05-31 · by weight · factual

SCHDSchwab U.S. Dividend Equity ETF
2.93%
XLVState Street(R) Health Care Select Sector SPDR(R) ETF
2.05%
JEPIJPMorgan Equity Premium Income ETF
1.23%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.54%
VTVVANGUARD VALUE INDEX FUND
0.44%
RSPInvesco S&P 500 Equal Weight ETF
0.23%
JEPQJPMorgan Nasdaq Equity Premium Income ETF
0.19%
SPY
0.18%
VOOVANGUARD 500 INDEX FUND
0.18%
IVViShares Core S&P 500 ETF
0.18%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.16%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.16%

BMY on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Biotech & Health average
See full BMY analysis →

Peers · Biotech & Health

BMY FAQ

What is Bristol-Myers Squibb Co. (BMY)?

Bristol-Myers Squibb Company is a global biopharmaceutical company that discovers, develops, manufactures, and commercializes medicines for serious diseases. Bristol-Myers Squibb Company focuses on major therapeutic areas including oncology, hematology, immunology, cardiovascular disease, and neuroscience, serving patients with complex and often chronic conditions. Its portfolio includes small-molecule drugs, biologics, and cell therapies, reflecting a broad approach to advanced treatment design and delivery. The company supports healthcare systems through research-driven products used in hospitals, specialty clinics, and outpatient care settings around the world. Bristol-Myers Squibb Company plays an important role in the pharmaceutical market by providing therapies aimed at difficult-to-treat illnesses and by maintaining a diversified pipeline and product mix across multiple disease categories.

What sector is Bristol-Myers Squibb Co. in?

Bristol-Myers Squibb Co. is classified under Biotech & Health. Pharma, biotech, and medical devices. Driven by trial-result events.

What are Bristol-Myers Squibb Co.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 3.1%, Net margin 18.9%, ROE 38.2%, Debt-to-equity 1.92x. Definitions and interpretation are available on Stocklore.

What are Bristol-Myers Squibb Co.'s main revenue segments?

The largest segment is US, about 69.3% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Bristol-Myers Squibb Co. (BMY) stock?

On Stocklore you can see BMY's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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