BMY
Bristol-Myers Squibb CompanyHealthcare · $130.2B market cap
Verdict
Share price
$61.15
close of Oct 3, 2026
Fair value
$43.79
Sticker Price
Payback Price
$17.52
buy price
BMY is Overpriced: at $61.15 it trades 40% above its fair value of $43.79. Its buy price (Payback Price) is $17.52, 71% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow Growth. Free cash flow is growing faster than reported earnings, so we project free cash flow 10 years ahead instead.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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8 of the investors we track hold BMY. In Q2 2026, 1 added and 2 trimmed. Who we track
Richard Pzena
Pzena Investment Management · as of Q2 2026
$979.9M
17,007,044 shares
John Rogers
Ariel Investments · as of Q2 2026
$40.1M
696,430 shares
Kahn Brothers Group
Kahn Brothers Group · as of Q2 2026
$10.3M
170,381 shares
Bill Miller
Miller Value Partners · as of Q2 2026
$4.0M
69,500 shares
Hillman Capital Management
Hillman Capital Management · as of Q2 2026
$2.6M
45,235 shares
Insider activity
Since Jun 15, 2026: no open-market purchases, 2 sales worth $437K and 13 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Massacesi Cristian
EVP,Chief Med Offr,Head of Dev · 2026-09-09
Sold
$403K
Holzer Phil M
SVP and Controller · 2026-08-25
Sold
$34K
Other filings
Short Bartie Wendy
EVP, Corporate Affairs · 2026-09-01
Option exercise
1,236 shares
Short Bartie Wendy
EVP, Corporate Affairs · 2026-09-01
Tax withholding
$42K
Short Bartie Wendy
EVP, Corporate Affairs · 2026-09-01
Option exercise
$83K
Gallman Cari
EVP, General Counsel · 2026-08-01
Tax withholding
$35K
Gallman Cari
EVP, General Counsel · 2026-08-01
Option exercise
1,061 shares
Show all 13 other filingsShow fewer
Massacesi Cristian
EVP,Chief Med Offr,Head of Dev · 2026-08-01
Tax withholding
$1.7M
Massacesi Cristian
EVP,Chief Med Offr,Head of Dev · 2026-08-01
Option exercise
51,172 shares
Arduini Peter J
director · 2026-06-30
Award
607.428 shares
McMullen Michael R.
director · 2026-06-30
Award
607.428 shares
Rice Derica W
director · 2026-06-30
Award
672.51 shares
Samuels Theodore R. II
director · 2026-06-30
Award
889.448 shares
YALE PHYLLIS R
director · 2026-06-30
Award
607.428 shares
Haller Julia A
director · 2026-06-15
Option exercise
$1.1M
About Bristol-Myers Squibb Company
Bristol-Myers Squibb Company operates as a global biopharmaceutical entity, actively involved in the research, development, licensing, production, and worldwide commercialization of its medicinal portfolio. The company's therapeutic areas span hematology, oncology, cardiovascular health, immunology, fibrotic conditions, neuroscience, and infectious diseases like COVID-19. Its significant pharmaceutical offerings…
Drug Manufacturers - General
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works