Insider Trading April 2, 2026

Bristol Myers Squibb CFO Disposes $1.85 Million in Stock via 10b5-1 Plan

David V. Elkins sold 30,000 shares on April 1, 2026, as the stock traded near its 52-week high amid recent clinical and collaboration updates

By Leila Farooq BMY
Bristol Myers Squibb CFO Disposes $1.85 Million in Stock via 10b5-1 Plan
BMY

David V. Elkins, Executive Vice President and Chief Financial Officer of Bristol Myers Squibb (BMY), sold 30,000 shares of company stock on April 1, 2026, in two transactions totaling roughly $1.85 million. The trades were carried out under a pre-arranged Rule 10b5-1 plan put in place on June 3, 2025. The stock has risen sharply over six months and sits close to its 52-week high, while the company has reported positive clinical results and expanded research collaborations.

Key Points

  • CFO David V. Elkins sold 30,000 Bristol Myers Squibb shares on April 1, 2026, for about $1.85 million in two trades executed under a Rule 10b5-1 plan.
  • The stock was trading close to its 52-week high of $62.89 after a 38% gain over six months; company fundamentals cited include a P/E of 17.15 and a 4.12% dividend yield with 56 consecutive years of payouts.
  • Recent corporate developments include positive Phase 3 SCOUT-HCM results for Camzyos, an expanded collaboration with insitro for ALS targets, analyst actions from Jefferies and Raymond James, and a multiple myeloma care gaps survey engaging over 1,000 participants.

David V. Elkins, Executive Vice President and Chief Financial Officer of Bristol Myers Squibb (NYSE:BMY), executed sales of 30,000 shares of the company on April 1, 2026, generating approximately $1.85 million in proceeds.

The disposition was completed in two separate trades. The larger tranche comprised 25,519 shares sold at a weighted average price of $61.60, with individual execution prices spanning from $60.900 to $61.895. The second tranche consisted of 4,481 shares sold at a weighted average price of $62.05, with execution prices ranging from $61.910 to $62.201.

These transactions were carried out under a pre-arranged Rule 10b5-1 trading plan that Elkins adopted on June 3, 2025. The timing of the sales corresponded with Bristol Myers Squibb shares trading near a 52-week high of $62.89, following a 38% gain over the prior six months.

After completing the April 1 trades, Elkins' reported direct ownership in Bristol Myers Squibb stands at 159,248 shares. In addition, he indirectly holds 294.42 shares through the BMS Savings and Investment Program.

On a fundamentals basis, Bristol Myers Squibb is trading at a price-to-earnings ratio of 17.15 and carries a dividend yield of 4.12%. The company has paid dividends for 56 consecutive years. According to InvestingPro analysis cited in company disclosures, the stock appears undervalued relative to its Fair Value.

Recent corporate developments cited alongside the insider sale include a series of clinical and research updates:

  • Positive Phase 3 results from the SCOUT-HCM trial for Camzyos in adolescents with symptomatic obstructive hypertrophic cardiomyopathy, with the trial meeting its primary endpoint by demonstrating a significant reduction in Valsalva left ventricular outflow tract gradient at Week 28.
  • An expanded collaboration with insitro to develop new therapeutic programs for amyotrophic lateral sclerosis, including the nomination of two new targets identified through insitro's Virtual Human platform.

Analyst activity noted in connection with the company included Jefferies raising its price target for Bristol Myers Squibb to $70 while maintaining a Buy rating, a move the firm linked to favorable interim results from the SUCCESSOR-2 trial with mezigdomide. Separately, Raymond James reiterated a Market Perform rating following presentations of data on the PRMT5 inhibitor navlimetostat.

In addition to clinical programs and analyst commentary, Bristol Myers Squibb launched a survey aimed at identifying care gaps in multiple myeloma, engaging more than 1,000 participants including patients, caregivers and healthcare providers.

The combination of insider transactions carried out under an established 10b5-1 plan, recent clinical readouts and analyst reassessments provides multiple datapoints for investors evaluating the company's near-term outlook. The direct and indirect holdings disclosed for Elkins, together with the company's valuation metrics and dividend history, are part of the public record tied to the April 1 transaction.

Risks

  • Differing analyst perspectives - Jefferies raised its price target to $70 with a Buy rating while Raymond James maintained a Market Perform rating, indicating varied interpretations of recent data and its implications for the stock - impacts pharmaceutical and equity markets.
  • Valuation uncertainty - InvestingPro analysis indicates the stock appears undervalued relative to its Fair Value, reflecting differences in valuation models and assumptions that can affect investment decisions - impacts financial markets and investor sentiment.
  • Interpretation of insider activity - the sale was executed under a pre-arranged Rule 10b5-1 plan adopted June 3, 2025, which can limit conclusions about insider intent and introduces an element of uncertainty for market observers - impacts corporate governance assessments and equity trading.

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