Jensen Investment Management Inc. Trims Stock Position in Becton, Dickinson and Company $BDX

Jensen Investment Management Inc. cut its position in Becton, Dickinson and Company (NYSE:BDX) by 80.1% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 2,486 shares of the medical instruments supplier’s stock after selling 10,016 shares during the quarter. Jensen Investment Management Inc.’s holdings in Becton, Dickinson and Company were worth $465,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of BDX. Vanguard Group Inc. increased its holdings in shares of Becton, Dickinson and Company by 15.4% in the second quarter. Vanguard Group Inc. now owns 32,308,749 shares of the medical instruments supplier’s stock worth $5,565,182,000 after purchasing an additional 4,305,947 shares during the period. Norges Bank bought a new stake in Becton, Dickinson and Company during the second quarter valued at $653,377,000. First Eagle Investment Management LLC grew its position in Becton, Dickinson and Company by 59.2% during the second quarter. First Eagle Investment Management LLC now owns 8,786,190 shares of the medical instruments supplier’s stock worth $1,513,421,000 after buying an additional 3,268,478 shares in the last quarter. Massachusetts Financial Services Co. MA increased its stake in Becton, Dickinson and Company by 24.4% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 8,514,446 shares of the medical instruments supplier’s stock worth $1,466,613,000 after acquiring an additional 1,670,590 shares during the last quarter. Finally, Laurel Wealth Advisors LLC raised its holdings in shares of Becton, Dickinson and Company by 16,974.4% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,579,386 shares of the medical instruments supplier’s stock valued at $272,049,000 after acquiring an additional 1,570,136 shares in the last quarter. 86.97% of the stock is owned by institutional investors.

Becton, Dickinson and Company Trading Down 17.3%

Shares of BDX opened at $171.55 on Wednesday. Becton, Dickinson and Company has a fifty-two week low of $162.29 and a fifty-two week high of $235.34. The firm has a market cap of $48.88 billion, a price-to-earnings ratio of 27.99, a PEG ratio of 2.72 and a beta of 0.25. The firm has a 50 day moving average price of $199.76 and a 200-day moving average price of $192.43. The company has a debt-to-equity ratio of 0.67, a quick ratio of 0.64 and a current ratio of 1.05.

Becton, Dickinson and Company (NYSE:BDX) last released 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 analyst estimates of $5.15 billion. Becton, Dickinson and Company had a net margin of 8.01% and a return on equity of 15.76%. The firm’s quarterly revenue was up 1.6% compared to the same quarter last year. During the same quarter last year, the firm earned $3.43 EPS. Becton, Dickinson and Company has set its FY 2026 guidance at 12.350-12.650 EPS. As a group, equities research analysts forecast that Becton, Dickinson and Company will post 14.43 earnings per share for the current year.

Becton, Dickinson and Company announced that its board has authorized a share repurchase plan on Tuesday, January 27th that authorizes the company to buyback $10.00 million in shares. This buyback authorization authorizes the medical instruments supplier to reacquire up to 0% of its shares through open market purchases. Shares buyback plans are usually an indication that the company’s board believes its stock is undervalued.

Becton, Dickinson and Company Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 10th will be paid a $1.05 dividend. This represents a $4.20 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, March 10th. Becton, Dickinson and Company’s payout ratio is 68.52%.

Insider Buying and Selling at Becton, Dickinson and Company

In related news, EVP Michael David Garrison sold 1,610 shares of the stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $207.46, for a total transaction of $334,010.60. Following the completion of the sale, 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 sale was disclosed in a legal filing with the SEC, which is available through this link. Over the last three months, insiders sold 2,463 shares of company stock valued at $501,530. Insiders own 0.40% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on BDX. Wells Fargo & Company cut their price objective on Becton, Dickinson and Company from $184.00 to $157.00 and set an “equal weight” rating for the company in a report on Tuesday. Royal Bank Of Canada set a $172.00 target price on shares of Becton, Dickinson and Company in a research report on Tuesday. Bank of America increased their price target on shares of Becton, Dickinson and Company from $190.00 to $207.00 and gave the stock a “neutral” rating in a report on Monday, January 5th. Barclays started coverage on shares of Becton, Dickinson and Company in a research report on Tuesday. They set an “overweight” rating and a $202.00 price objective on the stock. Finally, Morgan Stanley upped their target price on shares of Becton, Dickinson and Company from $197.00 to $210.00 and gave the stock an “overweight” rating in a research report on Tuesday, December 2nd. Five research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $196.00.

Becton, Dickinson and Company News Roundup

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

• Positive Sentiment: Q1 / recent-quarter beat — BD reported EPS and sales slightly above consensus and noted improving margins, which supports the core business outlook. What’s Going On With Becton Dickinson Stock Tuesday?
• Positive Sentiment: High‑profile endorsement — TV commentator Jim Cramer expressed a favorable view on the “new company” after the transaction, which can lift investor sentiment among retail flows. Jim Cramer on Becton, Dickinson
• Positive Sentiment: New coverage — Barclays initiated coverage with an Overweight / $202 PT, providing incremental institutional support. Barclays Overweight on BDX
• Neutral Sentiment: Spin‑off / combination completed — BD completed the separation and combination of its Biosciences & Diagnostic Solutions business with Waters, a strategic move that reshapes BD’s business mix and cash profile. Investors will be re‑rating the company post‑transaction. BD Completes Combination with Waters
• Neutral Sentiment: Debt tender offers — BD launched cash tender offers to buy up to $1.6 billion of outstanding debt, a balance‑sheet move that may reduce interest burden/maturity risk but uses corporate cash. BD Announces Tender Offers
• Negative Sentiment: FY‑2026 guidance cut — Management set FY‑2026 EPS guidance at $12.35–$12.65, below street expectations and reflecting the divestiture, which materially reduced consensus numbers and is the main driver of weaker forward sentiment. Reuters: Becton Dickinson cuts annual profit forecast
• Negative Sentiment: Analyst pressure — multiple firms trimmed price targets and adjusted ratings (JPMorgan, Wells Fargo, Jefferies adjustments noted), increasing near‑term sell pressure and volatility. Benzinga: What’s Going On With Becton Dickinson Stock?

Becton, Dickinson and Company Company Profile

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.