Becton, Dickinson and Company $BDX Shares Sold by Rhumbline Advisers

Rhumbline Advisers cut its position in Becton, Dickinson and Company (NYSE:BDX) by 5.8% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 475,800 shares of the medical instruments supplier’s stock after selling 29,216 shares during the quarter. Rhumbline Advisers owned about 0.17% of Becton, Dickinson and Company worth $89,055,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Gilbert & Cook Inc. boosted its position in shares of Becton, Dickinson and Company by 2.0% during the second quarter. Gilbert & Cook Inc. now owns 2,844 shares of the medical instruments supplier’s stock worth $490,000 after buying an additional 56 shares during the period. Mendel Money Management raised its stake in Becton, Dickinson and Company by 2.6% during the 2nd quarter. Mendel Money Management now owns 2,254 shares of the medical instruments supplier’s stock valued at $388,000 after acquiring an additional 58 shares in the last quarter. Focus Financial Network Inc. raised its stake in Becton, Dickinson and Company by 2.2% during the 3rd quarter. Focus Financial Network Inc. now owns 2,692 shares of the medical instruments supplier’s stock valued at $504,000 after acquiring an additional 58 shares in the last quarter. CX Institutional boosted its position in Becton, Dickinson and Company by 3.6% during the 3rd quarter. CX Institutional now owns 1,731 shares of the medical instruments supplier’s stock worth $324,000 after acquiring an additional 60 shares during the period. Finally, Private Trust Co. NA grew its stake in shares of Becton, Dickinson and Company by 1.6% in the second quarter. Private Trust Co. NA now owns 3,927 shares of the medical instruments supplier’s stock worth $676,000 after purchasing an additional 61 shares in the last quarter. Institutional investors own 86.97% of the company’s stock.

Insider Activity at Becton, Dickinson and Company

In related news, EVP Michael David Garrison sold 1,610 shares of the stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $207.46, for a total value of $334,010.60. Following the completion of the transaction, the executive vice president owned 12,095 shares in the company, valued at $2,509,228.70. This trade represents a 11.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders sold 2,463 shares of company stock worth $501,530 over the last three months. Corporate insiders own 0.40% of the company’s stock.

Key Becton, Dickinson and Company News

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

• Positive Sentiment: Jefferies upgraded BDX to a Buy, providing direct bullish pressure that can support the stock as investors reframe valuation vs. the new pure‑play MedTech focus. Becton Dickinson (BDX) Gets a Buy from Jefferies
• Positive Sentiment: BD completed its Biosciences & Diagnostics spin‑off and merged that business with Waters, locking in roughly $4B in proceeds and accelerating a pivot to a pure‑play MedTech company — a structural catalyst for longer‑term re‑rating. BD Merges Biosciences & Diagnostics Business With Waters
• Positive Sentiment: Q4 results and commentary showed a sales surprise and management highlighted portfolio reshaping and product investments that offset tariff headwinds — supportive for medium‑term margin recovery expectations. BDX Q4 Deep Dive: Portfolio Reshaping and Product Investments Offset Tariff Headwinds
• Positive Sentiment: High‑profile bullish commentary (e.g., Jim Cramer) is adding retail investor interest and narrative support for the “new company” story after the restructuring. Jim Cramer on Becton, Dickinson: “I kind of really like the new company”
• Neutral Sentiment: TD Cowen nudged its price target to $189 from $183 but kept a Hold rating — a modest signal that sentiment is mixed, offering limited near‑term directional impact. TD Cowen Adjusts Becton, Dickinson and Company PT to $189 from $183; Maintains Hold Rating
• Negative Sentiment: Multiple large banks issued pessimistic forecasts or analyst downgrades (JPMorgan, Wells Fargo), increasing selling pressure and contributing to the morning gap down. JPMorgan Chase & Co. Issues Pessimistic Forecast for Becton, Dickinson and Company (NYSE:BDX) Stock Price
• Negative Sentiment: Wells Fargo’s pessimistic outlook added to the analyst sell‑side momentum and volatility pressure. Wells Fargo & Company Issues Pessimistic Forecast for Becton, Dickinson and Company (NYSE:BDX) Stock Price
• Negative Sentiment: Citigroup trimmed its price target (publication notes a lower target), and at least one downgrade produced an early‑session gap down — clear near‑term negatives despite the firm’s longer‑term cash/reshaping positives. Citigroup Lowers Becton, Dickinson and Company (NYSE:BDX) Price Target to $232.00
• Negative Sentiment: Coverage notes that BDX shares gapped down on an analyst downgrade, signalling immediate selling pressure and higher intraday volume as investors digest mixed signals. Becton, Dickinson and Company (NYSE:BDX) Shares Gap Down on Analyst Downgrade

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on BDX shares. Wall Street Zen downgraded shares of Becton, Dickinson and Company from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Citigroup dropped their price target on shares of Becton, Dickinson and Company from $233.00 to $232.00 and set a “buy” rating on the stock in a research report on Tuesday. Stifel Nicolaus increased their price objective on shares of Becton, Dickinson and Company from $210.00 to $215.00 and gave the company a “buy” rating in a report on Wednesday, January 7th. Bank of America raised their price objective on shares of Becton, Dickinson and Company from $190.00 to $207.00 and gave the company a “neutral” rating in a research note on Monday, January 5th. Finally, Barclays initiated coverage on Becton, Dickinson and Company in a research report on Tuesday. They issued an “overweight” rating and a $202.00 target price for the company. Five equities research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Becton, Dickinson and Company currently has an average rating of “Hold” and an average target price of $195.46.

Becton, Dickinson and Company Stock Down 1.5%

NYSE BDX opened at $177.93 on Friday. Becton, Dickinson and Company has a 12 month low of $127.59 and a 12 month high of $185.02. The company has a market capitalization of $50.66 billion, a P/E ratio of 29.03, a PEG ratio of 2.38 and a beta of 0.25. The company’s 50 day simple moving average is $199.18 and its 200 day simple moving average is $192.25. The company has a debt-to-equity ratio of 0.67, a current ratio of 1.05 and a quick ratio of 0.64.

Becton, Dickinson and Company (NYSE:BDX) last posted its quarterly earnings results on Monday, February 9th. The medical instruments supplier reported $2.91 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.81 by $0.10. The firm 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 in the previous year, the business posted $3.43 earnings per share. Becton, Dickinson and Company has set its FY 2026 guidance at 12.350-12.650 EPS. Equities research analysts expect that Becton, Dickinson and Company will post 14.43 earnings per share for the current fiscal year.

Becton, Dickinson and Company declared that its Board of Directors has approved a stock repurchase program on Tuesday, January 27th that permits the company to repurchase $10.00 million in shares. This repurchase authorization permits the medical instruments supplier to purchase up to 0% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company’s board of directors believes its stock is undervalued.

Becton, Dickinson and Company Dividend Announcement

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 given a dividend of $1.05 per share. The ex-dividend date of this dividend is Tuesday, March 10th. This represents a $4.20 dividend on an annualized basis and a dividend yield of 2.4%. Becton, Dickinson and Company’s payout ratio is 68.52%.

Becton, Dickinson and 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.