Citigroup Issues Pessimistic Forecast for Becton, Dickinson and Company (NYSE:BDX) Stock Price

Becton, Dickinson and Company (NYSE:BDX) had its price target decreased by stock analysts at Citigroup from $233.00 to $232.00 in a note issued to investors on Tuesday,Benzinga reports. The firm currently has a “buy” rating on the medical instruments supplier’s stock. Citigroup’s target price suggests a potential upside of 36.42% from the company’s current price.

BDX has been the topic of several other research reports. JPMorgan Chase & Co. decreased their target price on Becton, Dickinson and Company from $190.00 to $175.00 and set a “neutral” rating on the stock in a report on Tuesday. Piper Sandler reiterated a “neutral” rating and set a $170.00 target price (down previously from $205.00) on shares of Becton, Dickinson and Company in a research report on Tuesday. Stifel Nicolaus upped their price objective on Becton, Dickinson and Company from $210.00 to $215.00 and gave the company a “buy” rating in a report on Wednesday, January 7th. Jefferies Financial Group boosted their target price on Becton, Dickinson and Company from $215.00 to $220.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Finally, Barclays started coverage on Becton, Dickinson and Company in a research report on Tuesday. They set an “overweight” rating and a $202.00 price objective for the company. Five equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Becton, Dickinson and Company presently has a consensus rating of “Hold” and an average price target of $198.50.

Becton, Dickinson and Company Price Performance

NYSE BDX traded down $37.33 during trading on Tuesday, reaching $170.06. 1,148,225 shares of the company traded hands, compared to its average volume of 1,988,449. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.64 and a current ratio of 1.11. The stock’s 50 day moving average price is $200.14 and its two-hundred day moving average price is $192.53. Becton, Dickinson and Company has a 1-year low of $162.29 and a 1-year high of $235.34. The company has a market cap of $48.45 billion, a price-to-earnings ratio of 29.20, a P/E/G ratio of 2.32 and a beta of 0.25.

Becton, Dickinson and Company (NYSE:BDX) last issued its earnings results on Monday, February 9th. The medical instruments supplier reported $2.91 EPS for the quarter, beating the consensus estimate of $2.81 by $0.10. The company had revenue of $5.25 billion for the quarter, compared to the consensus estimate of $5.15 billion. Becton, Dickinson and Company had a net margin of 7.68% and a return on equity of 16.42%. The firm’s revenue for the quarter was up 1.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.43 EPS. Becton, Dickinson and Company has set its FY 2026 guidance at 12.350-12.650 EPS. As a group, analysts anticipate that Becton, Dickinson and Company will post 14.43 EPS for the current year.

Becton, Dickinson and Company announced that its board has initiated a stock buyback program on Tuesday, January 27th that permits the company to buyback $10.00 million in outstanding shares. This buyback authorization permits the medical instruments supplier to reacquire up to 0% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s management believes its stock is undervalued.

Insider Buying and Selling

In related news, EVP Michael David Garrison sold 1,610 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $207.46, for a total transaction of $334,010.60. Following the completion of the transaction, the executive vice president directly owned 12,095 shares in the company, valued at $2,509,228.70. This represents a 11.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders sold a total of 2,463 shares of company stock worth $501,530 over the last three months. 0.40% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Becton, Dickinson and Company

Several large investors have recently bought and sold shares of BDX. Brighton Jones LLC increased its position in Becton, Dickinson and Company by 98.2% in the 4th quarter. Brighton Jones LLC now owns 1,770 shares of the medical instruments supplier’s stock valued at $401,000 after acquiring an additional 877 shares during the period. Empowered Funds LLC raised its position in shares of Becton, Dickinson and Company by 20.4% during the first quarter. Empowered Funds LLC now owns 7,977 shares of the medical instruments supplier’s stock worth $1,827,000 after acquiring an additional 1,354 shares during the last quarter. Ameritas Advisory Services LLC bought a new stake in Becton, Dickinson and Company in the second quarter valued at approximately $40,000. Callan Family Office LLC acquired a new stake in Becton, Dickinson and Company during the 2nd quarter valued at approximately $324,000. Finally, Blue Trust Inc. boosted its stake in shares of Becton, Dickinson and Company by 6.3% in the 2nd quarter. Blue Trust Inc. now owns 2,078 shares of the medical instruments supplier’s stock valued at $358,000 after purchasing an additional 124 shares during the last quarter. 86.97% of the stock is currently owned by institutional investors.

More Becton, Dickinson and Company News

Here are the key news stories impacting Becton, Dickinson and Company this week:

• Positive Sentiment: Q1 results beat street estimates — adjusted EPS $2.91 vs. consensus ~ $2.81 and revenue ~$5.25B topped estimates; margins expanded even as y/y adjusted profit declined. BD Reports First Quarter Fiscal 2026 Financial Results
• Positive Sentiment: BD completed the combination of its Biosciences & Diagnostic Solutions business with Waters, executing a strategic portfolio simplification that comes with a planned $4B cash deployment for the newly positioned “New BD.” BD Completes Combination of Biosciences & Diagnostic Solutions Business with Waters Corporation
• Positive Sentiment: Insider activity showed bullish option/stock bets recently, which can signal management/insider confidence in the post-transaction path. Becton Dickinson Insiders Placed Bullish Bets
• Neutral Sentiment: New analyst coverage from Barclays: started coverage with an “Overweight” rating but set a $202 price target (below recent levels), reflecting mixed views on valuation post-transaction.
• Neutral Sentiment: Company provided FY2026 EPS guidance for the reorganized New BD (EPS $12.35–$12.65) and affirmed revenue growth guidance — the range reflects the accounting and structural effects of the spin-off and cash deployment plans. BD Outlines $12.35–$12.65 EPS Guidance for 2026
• Negative Sentiment: Management cut its annual profit forecast to reflect the sale/spin-off of the biosciences & diagnostics unit — that reduction materially lowers FY26 EPS vs. prior consensus and is the main driver of the negative market reaction. Becton Dickinson cuts annual profit forecast (Reuters)
• Negative Sentiment: Market reaction: shares fell after the print — investors focused on the lowered FY26 EPS outlook and the impact of the transaction, which overshadowed the underlying beat and margin improvement. Shares fall as guidance overshadows beat

About Becton, Dickinson and Company

Becton, Dickinson and Company (BDX) is a global medical technology company that develops, manufactures and sells a broad range of medical devices, instrument systems and reagents. BD’s products are used by healthcare institutions, clinical laboratories, life science researchers and the pharmaceutical industry to enable safe, effective delivery of care, specimen collection and diagnostic testing. The company’s operations span multiple business areas focused on medical devices, life sciences research tools and interventional technologies.

BD’s product portfolio includes single-use medical devices such as syringes, needles, needlesafety and injection systems, infusion therapy and medication management solutions, as well as vascular access, urology and oncology devices acquired through its interventional business.