BMY at a glance
Bristol Myers Squibb (BMY, SEC CIK 14272) filed its latest 10-K annual report on February 11, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Bristol Myers Squibb (BMY) reported revenue of $48.2 billion (down 0.2% from FY2024) and net income of $7.1 billion. Diluted EPS was $3.46.
- As of June 30, 2026, 61 institutional investment managers tracked by SignalX reported holding Bristol Myers Squibb (BMY) shares worth $48.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Massacesi Cristian on September 9, 2026 of 6,249 shares at $64.57 per share.
- In the last 90 days, BMY insiders reported 0 open-market purchases ($0) and 2 open-market sales ($437K) on Form 4, a net sale of $437K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $48.2B
- −0.2% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$437K
- 13F holders
- 61 funds
- $48.7B · −2 vs prior quarter
- Latest 8-K
- Jul 30, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model focused on oral immunomodulatory and oncology drugs, primarily treating multiple myeloma and CML
- FDA-approved volume-unlimited generics launched for Revlimid (2026), pomalidomide generics entering U.S. (Mar 2026), dasatinib generics active since Sept 2024
- Strategic shift marked by drastic revenue declines (up to 78% U.S. for Abraxane) due to generic erosion and Medicare Part D redesign
- Total expenses reduced 31% to $38.9B in 2025 driven by 72% drop in acquired IPRD spend and 14% SG&A cuts post productivity initiatives
- No excess inventory in U.S. distribution channels despite widespread generic competition, reflecting tightly managed supply and demand forecasting
Risk Factors
- FDA approval of Breyanzi in Dec 2025 for relapsed/refractory MZL after ≥2 systemic therapies, impacting market access and revenue
- Exposure to Japan's approval landscape with multiple key drug approvals by Ministry of Health Labour and Welfare in 2025, critical for Asia Pacific growth
- Dependence on strategic collaboration with BioNTech for co-development of pumitamig, a PD-L1/VEGF-A bispecific in oncology
- Competitive threat from BioNTech partnership leveraging innovative bispecific technology against IO market leaders Opdivo and Yervoy
- $2.0B expected cost savings by 2027 through expanded 2025 strategic productivity initiatives impacting R&D, manufacturing, and commercial functions
Management Discussion & Analysis
- Forward-looking: Management highlights multiple regulatory approvals, pipeline expansion via acquisitions and collaborations including Orbital Therapeutics and BioNTech, new radiopharmaceutical facility opened
AI summary of the BMY 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Filing text provides no quarterly revenue or year-over-year comparison
- Filing text provides no profitability, margin, or segment performance figures
- 2026 pipeline progress: iberdomide and mezigdomide NDA acceptances; Camzyos adolescent sNDA acceptance
- May 2026 Hengrui collaboration covering 13 early-stage oncology, hematology, and immunology assets
- Sotyktu approved for PsA; Opdivo approved for cHL in U.S. and EU
Risk Factors
- No material changes to risk factors disclosed in the 2025 Form 10-K
- Carried-forward regulatory and compliance risks unchanged from the 2025 Form 10-K
- Carried-forward operational and competitive risks unchanged from the 2025 Form 10-K
- Carried-forward financial risks unchanged from the 2025 Form 10-K
AI summary of the BMY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results announced through Bristol Myers Squibb’s earnings press release
- Results furnished under Item 2.02, making the release the primary source for detailed performance metrics
Item EX-99.1: Item EX-99.1
- Q2 revenue $12.973B, up 6%; Growth Portfolio $7.560B, up 15%, offsetting Legacy Portfolio decline of 4%
- GAAP EPS $1.62, up 153%; non-GAAP EPS $2.04, up 40%, supported by lower amortization and tax expense
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 11 director nominees elected through the 2027 annual meeting, preserving board continuity
- Executive compensation approved with 1.459B votes for and 72.5M against
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 financial results announced by Bristol Myers Squibb
- Earnings Press Release furnished under Item 2.02 for investor review
Item EX-99.1: Item EX-99.1
- Q1 revenue $11.5B, up 3% reported and 1% Ex-FX, supported by Growth Portfolio revenue growth of 12% to $6.2B
- GAAP EPS $1.31, up 9%; non-GAAP EPS $1.58, down 12%, reflecting higher costs and reduced licensing income
AI summaries of BMY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BMY
Don't miss the next BMY filing
- Alerts as it files. A push when BMY files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BMY, by share count.
- Ask anything. An AI agent that reads every BMY filing and answers with sources.
BMY alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Gallman Cari | M | Oct 2, 2026 | 4,559 | - |
| Gallman Cari | F | Oct 2, 2026 | 2,332 | $61.15 |
| Gallman Cari | M | Oct 2, 2026 | 4,559 | - |
| Rice Derica W | A | Sep 30, 2026 | 620.994 | $62.40 |
| Samuels Theodore R. II | A | Sep 30, 2026 | 821.314 | $62.40 |
| Arduini Peter J | A | Sep 30, 2026 | 560.897 | $62.40 |
| YALE PHYLLIS R | A | Sep 30, 2026 | 560.897 | $62.40 |
| McMullen Michael R. | A | Sep 30, 2026 | 560.897 | $62.40 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $45.0B | $48.3B | $48.2B |
| Net Income | - | -$8.9B | $7.1B |
| Net Margin | - | -18.5% | 14.6% |
| Balance Sheet | |||
| Total Assets | $95.2B | $92.6B | $90.0B |
| Equity | $29.4B | $16.3B | $18.5B |
| ROE | - | -54.8% | 38.2% |
| Per Share | |||
| EPS | $3.86 | $-4.41 | $3.46 |
| Cash Flow | |||
| Operating CF | $13.9B | $15.2B | $14.2B |
| CapEx | $1.2B | $1.2B | $1.3B |
Source: XBRL data in Bristol Myers Squibb (BMY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BMY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 61 | $48.71B |
| Q1 2026 | 63 | $50.26B |
| Q4 2025 | 59 | $43.88B |
| Q3 2025 | 61 | $40.87B |
| Q2 2025 | 60 | $38.05B |
| Q1 2025 | 61 | $39.85B |
| Q4 2024 | 58 | $27.64B |
| Q3 2024 | 51 | $13.05B |
- T. Rowe Price Group+21.46M (+209%)
- BlackRock+8.70M (+5%)
- FMR LLC (Fidelity)+5.62M (+53%)
- State Street Corp+3.84M (+4%)
- Goldman Sachs Group+2.96M (+21%)
- JPMorgan Chase & Co−20.76M (-22%)
- Millennium Management−5.79M (-89%)
- AQR Capital Management−2.27M (-8%)
- BNY Mellon−1.48M (-6%)
- Two Sigma Investments−1.45M (-13%)
- WESTWOOD HOLDINGS GROUP INC+20.0K
- Blackstone Group+9.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 474 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BMY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 5, 2026 | - | - | |
| 8-K | May 8, 2026 | - | Analysis | |
| 4 | May 5, 2026 | - | - | - |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis |
Related Health Care companies
- AARD · Aardvark Therapeutics, Inc.Pharmaceutical Preparations
- ABT · Abbott LaboratoriesPharmaceutical Preparations
- ABBV · AbbVie IncPharmaceutical Preparations
- ABEO · ABEONA THERAPEUTICS INC.Pharmaceutical Preparations
- ACAD · ACADIA PHARMACEUTICALS INCPharmaceutical Preparations
- ACRS · Aclaris Therapeutics, Inc.Pharmaceutical Preparations
- ACTU · ACTUATE THERAPEUTICS, INC.Pharmaceutical Preparations
- ADCT · ADC Therapeutics SAPharmaceutical Preparations
BMY SEC filings: frequently asked questions
Are BMY insiders buying or selling?
In the last 90 days, Bristol Myers Squibb (BMY) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $437,248 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BMY stock?
As of June 30, 2026, the largest Bristol Myers Squibb (BMY) holders among the 13F filers tracked by SignalX were BlackRock ($10.4 billion), Vanguard Capital Management LLC ($7.7 billion), State Street Corp ($5.9 billion), JPMorgan Chase & Co ($4.2 billion), Vanguard Portfolio Management LLC ($2.7 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BMY's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Bristol Myers Squibb (BMY) reported revenue of $48.2 billion (down 0.2% from FY2024) and net income of $7.1 billion. Diluted EPS was $3.46. The figures come from the XBRL data in the 10-K.
What are the main risks in BMY's latest 10-K?
In the 10-K filed February 11, 2026, Bristol Myers Squibb (BMY) flagged: FDA approval of Breyanzi in Dec 2025 for relapsed/refractory MZL after ≥2 systemic therapies, impacting market access and revenue. Exposure to Japan's approval landscape with multiple key drug approvals by Ministry of Health Labour and Welfare in 2025, critical for Asia Pacific growth. (AI summary of the Risk Factors section.)
What did BMY report in its latest 8-K?
Bristol Myers Squibb (BMY) filed an 8-K on July 30, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 financial results announced through Bristol Myers Squibb’s earnings press release.
What are the latest BMY SEC filings?
Bristol Myers Squibb (BMY) filed its latest 10-K annual report on February 11, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on October 5, 2026.
What is BMY's SEC CIK number?
Bristol Myers Squibb (BMY)'s SEC Central Index Key (CIK) is 14272. EDGAR lists every BMY filing under that number.
Ask anything about BMY
The research agent reads BMY's filings, financials, insider trades and 13F holders, then answers with sources.