Bristol-Myers Squibb
About: 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.
Employees: 34,100
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
2.05% more ownership
Funds ownership: 78.31% [Q1] → 80.36% (+2.05%) [Q2]
8% less funds holding
Funds holding: 2,444 [Q1] → 2,249 (-195) [Q2]
12% less call options, than puts
Call options by funds: $1.12B | Put options by funds: $1.26B
21% less repeat investments, than reductions
Existing positions increased: 805 | Existing positions reduced: 1,014
22% less capital invested
Capital invested by funds: $97.1B [Q1] → $75.7B (-$21.4B) [Q2]
50% less first-time investments, than exits
New positions opened: 150 | Existing positions closed: 302
54% less funds holding in top 10
Funds holding in top 10: 35 [Q1] → 16 (-19) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Citigroup
Andrew Baum
|
$47
|
Neutral
Maintained
|
1 Aug 2025 |
Morgan Stanley
Terence Flynn
|
$34
|
Underweight
Maintained
|
10 Jul 2025 |
Financial journalist opinion
Based on 39 articles about BMY published over the past 30 days