Welcome to our dedicated page for BRISTOL MYERS SQUIBB CO SEC filings (Ticker: BMY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Bristol-Myers Squibb Company SEC filings document the company’s pharmaceutical operating results, investor presentations, governance matters, registered securities and debt activity. Recent Form 8-K reports furnish quarterly and annual financial results, Regulation FD presentations, annual-meeting vote results and other material events, including note offerings and tender-offer disclosures tied to the company’s capital structure.
The company’s proxy materials cover board elections, executive compensation, shareholder voting matters and corporate governance. Its registered securities disclosures include common stock, Celgene contingent value rights and multiple exchange-listed notes. Form 15 records also document the termination of registration for a $2 convertible preferred stock class with no holders of record, while other reporting obligations remain tied to listed securities.
BRISTOL MYERS SQUIBB CO (BMY) has an officer, Phil M. Holzer, planning to sell common stock under Rule 144. The notice covers 500 shares of BMY common stock held at Fidelity Brokerage Services LLC, with an estimated aggregate sale price of $33,750.00 on the NYSE. These shares originated from restricted stock vesting on 03/10/2023 as compensation from the issuer.
State Street Corporation reports a significant ownership position in Bristol-Myers Squibb common stock. State Street beneficially owns 102,521,748 shares, representing 5% of the class as of June 30, 2026. It has no sole voting or dispositive power, but holds shared voting power over 64,032,454 shares and shared dispositive power over 102,408,940 shares. The position is held through various investment adviser subsidiaries, including SSGA Funds Management, Inc. and multiple State Street Global Advisors entities in the U.S., Europe, Asia, Australia, Singapore and Saudi Arabia.
Bristol Myers Squibb executive Cristian Massacesi, EVP, Chief Medical Officer and Head of Development, reported the vesting and conversion of 51,172 restricted stock units into an equal number of common shares on August 1, 2026. To cover tax obligations, 26,175 shares were withheld at a per-share value of $65.31. Following the RSU conversion, Massacesi reported holding 153,519 restricted stock units, and these transactions were not designated as made under a Rule 10b5-1 trading plan.
Cari Gallman, EVP and General Counsel of Bristol Myers Squibb, reported equity compensation activity on August 1, 2026. 1,061 restricted stock units vested in three equal installments beginning on August 1, 2024, with each unit converting into one share of common stock. 543 shares of common stock were withheld at $65.31 per share to satisfy tax obligations upon vesting.
Bristol-Myers Squibb Company reported Q2 2026 revenues of $12,973 million, up 6% year over year, with net earnings attributable to BMS rising to $3,317 million. GAAP diluted EPS increased to $1.62 from $0.64, and non-GAAP EPS to $2.04 from $1.46, driven by higher revenues, lower specified charges and the absence of a prior-year acquired IPRD charge, partly offset by the expiry of diabetes royalty income.
The Growth Portfolio delivered $7,560 million in Q2 revenue, a 15% increase, led by products such as Reblozyl, Breyanzi, Camzyos, Opdualag and Opdivo Qvantig. The Legacy Portfolio declined 4% to $5,422 million, as strong Eliquis growth to $4,481 million (up 22%) was more than offset by steep generic-driven declines in Revlimid and Pomalyst/Imnovid.
For the first half of 2026, operating cash flow was $4,497 million versus $5,871 million a year earlier, with cash and cash equivalents at $8,722 million and long-term debt at $42,093 million as of June 30, 2026. The company continues a 2023 restructuring plan, expecting approximately $2.5 billion in total charges (with $1.8 billion incurred to date) and about $2.0 billion in annual cost savings by the end of 2027, while advancing a broad pipeline and entering a major collaboration with Hengrui for 13 early-stage assets. Management also highlights U.S. Inflation Reduction Act "maximum fair price" decisions on Eliquis and Pomalyst and upcoming Orencia negotiations as potential pressures on future revenue.
Bristol Myers Squibb Company reported second-quarter 2026 results with total revenue of $12,973 million, up 6% year over year. The Growth Portfolio generated $7,560 million, up 15%, while the Legacy Portfolio was $5,422 million, down 4% as generic erosion offset Eliquis growth.
GAAP diluted EPS rose to $1.62 from $0.64, and non-GAAP diluted EPS increased to $2.04 from $1.46. Eliquis revenue grew 22% to $4,481 million, while Revlimid and Pomalyst declined sharply. Net income attributable to Bristol Myers Squibb was $3,317 million.
The company raised its 2026 non-GAAP revenue outlook to $49.0–$50.0 billion and increased non-GAAP EPS guidance to $6.75–$7.00, reflecting broad portfolio momentum and higher Eliquis expectations. Guidance assumes 20–25% worldwide Eliquis revenue growth and operating expenses of about $16.5 billion.
Bristol Myers Squibb director Phyllis R. Yale reported a routine compensation-related grant of deferred share units. On this Form 4, she acquired 607.428 Deferred Share Units, each economically valued at $57.62, tied to the company’s common stock. These units are part of a non-employee director compensation program and will be converted into common shares when she leaves the board or at a future date she previously selected.
Following this grant, Yale holds a total of 44,986.288 deferred share units, which also reflect deferred compensation and reinvested dividends under the 1987 Deferred Compensation Plan for Non-Employee Directors. This filing reflects a non-market, derivative award rather than an open-market stock purchase or sale.
Bristol Myers Squibb director Theodore R. Samuels II reported receiving an award of 889.448 Deferred Share Units on June 30, 2026. These units represent deferred compensation tied to the company’s common stock and are granted at a reference price of $57.62 per unit.
Each Deferred Share Unit will convert into one share of Bristol Myers Squibb common stock upon settlement. According to the terms, settlement occurs when Samuels ceases to be a director or at a future date he previously selected. After this grant and related deferred amounts and reinvested dividends, he now holds a total of 70,360.664 Deferred Share Units directly.
Bristol Myers Squibb director Derica W. Rice received a grant of deferred share units as part of non-employee director compensation. On this Form 4, Rice was awarded 672.5100 Deferred Share Units at a reference price of $57.6200 per unit, increasing her direct holdings of these units to 41,068.6810. Each unit is designed to convert into one share of common stock upon settlement, which occurs when she ceases to be a director or at a future date she previously selected. The position also reflects deferred compensation and dividends reinvested under the company’s 1987 Deferred Compensation Plan for Non-Employee Directors, making this a routine, compensation-related equity accrual rather than an open-market trade.
Bristol Myers Squibb director Michael R. McMullen received a grant of 607.428 Deferred Share Units, each valued at $57.62. These units represent deferred compensation that will be converted into common stock when he ceases to be a director or at a previously chosen future date.
Following this award, McMullen holds a total of 16,332.540 Deferred Share Units tied to Bristol Myers Squibb common stock, including prior deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. This filing reflects a compensation-related equity award rather than an open-market stock purchase or sale.