Becton, Dickinson and Company (NYSE:BDX) Releases FY 2026 Earnings Guidance

Becton, Dickinson and Company (NYSE:BDX) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 12.620-12.720 for the period, compared to the consensus estimate of 12.560. The company issued revenue guidance of -.

Becton, Dickinson and Company Stock Performance

Shares of NYSE BDX traded down $0.54 during midday trading on Friday, reaching $176.53. 1,851,934 shares of the stock were exchanged, compared to its average volume of 1,849,473. The company has a quick ratio of 0.55, a current ratio of 0.87 and a debt-to-equity ratio of 0.55. The firm has a market cap of $48.64 billion, a price-to-earnings ratio of 53.17, a PEG ratio of 12.53 and a beta of 0.19. The firm has a 50-day simple moving average of $154.37 and a two-hundred day simple moving average of $162.51. Becton, Dickinson and Company has a twelve month low of $127.59 and a twelve month high of $187.35.

Becton, Dickinson and Company (NYSE:BDX) last announced its quarterly earnings results on Thursday, August 6th. The medical instruments supplier reported $3.23 earnings per share for the quarter, beating the consensus estimate of $3.14 by $0.09. The firm had revenue of $4.98 billion during the quarter, compared to analyst estimates of $4.89 billion. Becton, Dickinson and Company had a return on equity of 14.84% and a net margin of 4.52%.Becton, Dickinson and Company’s revenue for the quarter was up 5.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.68 EPS. Becton, Dickinson and Company has set its FY 2026 guidance at 12.620-12.720 EPS. As a group, analysts anticipate that Becton, Dickinson and Company will post 12.62 EPS for the current fiscal year.

Becton, Dickinson and Company Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Wednesday, September 9th will be paid a $1.05 dividend. The ex-dividend date of this dividend is Wednesday, September 9th. This represents a $4.20 dividend on an annualized basis and a yield of 2.4%. Becton, Dickinson and Company’s dividend payout ratio (DPR) is currently 106.33%.

Analysts Set New Price Targets

A number of research firms have weighed in on BDX. Stifel Nicolaus set a $195.00 price objective on shares of Becton, Dickinson and Company in a research report on Friday. Citigroup boosted their target price on shares of Becton, Dickinson and Company from $198.00 to $204.00 and gave the stock a “buy” rating in a research note on Friday. Evercore set a $180.00 price target on shares of Becton, Dickinson and Company in a research note on Monday, July 6th. Barclays lifted their price objective on Becton, Dickinson and Company from $202.00 to $204.00 and gave the stock an “overweight” rating in a report on Monday, May 11th. Finally, Weiss Ratings cut Becton, Dickinson and Company from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, May 11th. Eight equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $185.00.

Insider Activity

In related news, EVP Michael David Garrison sold 1,100 shares of the business’s stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $145.66, for a total transaction of $160,226.00. Following the transaction, the executive vice president directly owned 13,172 shares in the company, valued at approximately $1,918,633.52. The trade was a 7.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Thomas E. Polen, Jr. sold 2,764 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $146.35, for a total transaction of $404,511.40. Following the sale, the chief executive officer directly owned 110,163 shares of the company’s stock, valued at approximately $16,122,355.05. This represents a 2.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 5,189 shares of company stock worth $765,661. 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: Quarterly results beat estimates. Fiscal Q3 revenue rose 5.4% year over year to approximately $5.0 billion, exceeding the $4.89 billion consensus estimate. Adjusted EPS of $3.23 also surpassed expectations of $3.14, with growth across BD’s core medical and interventional businesses. BD Reports Third Quarter Fiscal 2026 Financial Results
• Positive Sentiment: BD raised its fiscal 2026 outlook. The company now expects adjusted EPS of $12.62 to $12.72, above the prior outlook and the roughly $12.56 analyst consensus. Management also expects revenue growth toward the high end of its range and is targeting 90% free-cash-flow conversion. Year-to-date operating cash flow increased 33.3% to $2.1 billion, while free cash flow rose 44.6% to $1.7 billion. BD raises FY 2026 adjusted EPS guidance
• Positive Sentiment: Citigroup became more bullish. Citi raised its price target from $198 to $204 and assigned a “buy” rating, implying meaningful upside based on the cited reference price.
• Neutral Sentiment: Analyst views remain divided. Piper Sandler lifted its target to $175 but maintained a “neutral” rating, while Wells Fargo raised its target to $170 and kept an “equal weight” rating. Both targets remain below the cited share price, limiting the positive impact of the revisions.
• Negative Sentiment: Margins and earnings comparisons are concerns. Although revenue and adjusted earnings beat forecasts, margins declined and adjusted EPS fell from $3.68 in the year-earlier quarter. The stock’s elevated valuation may also make investors more sensitive to profitability pressure.

Institutional Trading of Becton, Dickinson and Company

Several hedge funds have recently made changes to their positions in BDX. Imprint Wealth LLC acquired a new stake in Becton, Dickinson and Company during the third quarter worth $25,000. Prosperity Bancshares Inc acquired a new position in Becton, Dickinson and Company in the fourth quarter valued at about $29,000. Johnson Financial Group Inc. purchased a new position in Becton, Dickinson and Company during the third quarter worth about $33,000. Kelleher Financial Advisors acquired a new stake in shares of Becton, Dickinson and Company during the third quarter valued at about $37,000. Finally, Miller Capital Partners Inc. purchased a new stake in shares of Becton, Dickinson and Company in the 4th quarter valued at approximately $43,000. Hedge funds and other institutional investors own 86.97% of the company’s 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.