Becton, Dickinson and Company $BDX Stock Purchased by Waycross Partners LLC

Waycross Partners LLC raised its stake in Becton, Dickinson and Company (NYSE:BDX) by 7.3% during the 3rd quarter, Holdings Channel.com reports. The firm owned 127,154 shares of the medical instruments supplier’s stock after buying an additional 8,619 shares during the period. Becton, Dickinson and Company accounts for 1.8% of Waycross Partners LLC’s holdings, making the stock its 26th largest holding. Waycross Partners LLC’s holdings in Becton, Dickinson and Company were worth $22,761,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of BDX. TD Waterhouse Canada Inc. increased its stake in shares of Becton, Dickinson and Company by 17.1% during the second quarter. TD Waterhouse Canada Inc. now owns 96,211 shares of the medical instruments supplier’s stock worth $14,715,000 after purchasing an additional 14,077 shares during the period. Northside Capital Management LLC boosted its stake in Becton, Dickinson and Company by 18.3% in the 2nd quarter. Northside Capital Management LLC now owns 61,324 shares of the medical instruments supplier’s stock valued at $9,280,000 after purchasing an additional 9,494 shares during the period. NewEdge Advisors LLC grew its holdings in Becton, Dickinson and Company by 35.0% in the 1st quarter. NewEdge Advisors LLC now owns 44,032 shares of the medical instruments supplier’s stock valued at $6,923,000 after buying an additional 11,414 shares in the last quarter. Capital Analysts LLC increased its position in Becton, Dickinson and Company by 7.5% during the 2nd quarter. Capital Analysts LLC now owns 83,601 shares of the medical instruments supplier’s stock worth $12,651,000 after buying an additional 5,828 shares during the period. Finally, Beverly Hills Private Wealth LLC bought a new position in Becton, Dickinson and Company during the 2nd quarter worth $3,353,000. 86.97% of the stock is owned by institutional investors.

Key Becton, Dickinson and Company News

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

• Positive Sentiment: BD reported Q4 adjusted earnings of $4.15 per share and revenue of $5.27 billion, topping analyst expectations; revenue rose 5.4% year over year. BD fiscal 2026 results
• Positive Sentiment: The board raised the quarterly dividend 1% to $1.06 per share and authorized repurchases of up to 10 million shares, or about 3.6% of shares outstanding. Dividend increase and share repurchase authorization
• Positive Sentiment: Citigroup raised its price target to $241 and assigned a “buy” rating; Evercore ISI also lifted its target, to $230 from $210. Citigroup analyst rating Evercore ISI price target
• Neutral Sentiment: RBC raised its target to $225 but kept a “sector perform” rating, while Piper Sandler raised its target to $200 and maintained “neutral”—below the stock’s recent trading level. RBC analyst rating Piper Sandler price target
• Negative Sentiment: The main concern is the fiscal 2027 outlook: coverage reports say revenue-growth guidance came in just below expectations, tempering the impact of the Q4 beat and prompting investor concern. Fiscal 2027 guidance coverage

Insider Buying and Selling

In other Becton, Dickinson and Company news, EVP Michael Feld sold 165 shares of Becton, Dickinson and Company stock in a transaction dated Wednesday, August 26th. The stock was sold at an average price of $188.49, for a total transaction of $31,100.85. Following the transaction, the executive vice president directly owned 19,720 shares of the company’s stock, valued at approximately $3,717,022.80. The trade was a 0.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Thomas E. Polen, Jr. sold 4,152 shares of the company’s stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $185.00, for a total value of $768,120.00. Following the completion of the sale, the chief executive officer owned 110,163 shares in the company, valued at $20,380,155. This trade represents a 3.63% 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. Insiders have sold a total of 6,907 shares of company stock valued at $1,269,128 over the last 90 days. 0.40% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on BDX shares. Stifel Nicolaus set a $195.00 target price on shares of Becton, Dickinson and Company in a research report on Friday, August 7th. Wolfe Research began coverage on shares of Becton, Dickinson and Company in a research note on Tuesday, October 20th. They issued an “outperform” rating for the company. Bank of America boosted their price objective on shares of Becton, Dickinson and Company from $185.00 to $200.00 and gave the company a “neutral” rating in a report on Monday, August 31st. Piper Sandler increased their target price on shares of Becton, Dickinson and Company from $175.00 to $200.00 and gave the stock a “neutral” rating in a research report on Friday. Finally, Royal Bank Of Canada raised their target price on shares of Becton, Dickinson and Company from $190.00 to $225.00 and gave the stock a “sector perform” rating in a report on Friday. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Becton, Dickinson and Company currently has an average rating of “Moderate Buy” and a consensus price target of $193.67.

Becton, Dickinson and Company Price Performance

NYSE:BDX traded down $1.28 during mid-day trading on Friday, reaching $212.27. The stock had a trading volume of 2,172,550 shares, compared to its average volume of 1,599,485. Becton, Dickinson and Company has a 12 month low of $137.35 and a 12 month high of $214.88. The stock has a market capitalization of $58.49 billion, a PE ratio of 51.27, a P/E/G ratio of 13.39 and a beta of 0.22. The company has a debt-to-equity ratio of 0.55, a current ratio of 0.87 and a quick ratio of 0.51. The stock has a 50-day simple moving average of $188.17 and a two-hundred day simple moving average of $170.28.

Becton, Dickinson and Company (NYSE:BDX) last released its earnings results on Thursday, November 5th. The medical instruments supplier reported $4.15 earnings per share for the quarter, topping the consensus estimate of $4.07 by $0.08. The firm had revenue of $5.27 billion during the quarter, compared to analysts’ expectations of $5.11 billion. Becton, Dickinson and Company had a return on equity of 14.79% and a net margin of 4.52%. The company’s quarterly revenue was up 5.4% on a year-over-year basis. During the same period in the prior year, the company earned $3.96 earnings per share. On average, equities analysts anticipate that Becton, Dickinson and Company will post 13.24 earnings per share for the current year.

Becton, Dickinson and Company declared that its board has approved a share buyback program on Thursday, November 5th that authorizes the company to buy back 10,000,000 shares. This repurchase authorization authorizes the medical instruments supplier to reacquire up to 3.6% of its shares through open market purchases. Share repurchase programs are usually a sign that the company’s leadership believes its shares are undervalued.

Becton, Dickinson and Company Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 31st. Stockholders of record on Thursday, December 10th will be issued a dividend of $1.06 per share. This represents a $4.24 dividend on an annualized basis and a dividend yield of 2.0%. This is a boost from Becton, Dickinson and Company’s previous quarterly dividend of $1.05. The ex-dividend date is Thursday, December 10th. Becton, Dickinson and Company’s dividend payout ratio (DPR) is presently 126.51%.

About Becton, Dickinson and Company

Becton, Dickinson and Company, commonly known as BD, is a global medical technology company that develops and manufactures products used in healthcare, clinical laboratories and life sciences research. Founded in 1897, the company has a long history of producing medical devices and supplies.

BD’s products include syringes, needles, infusion systems and medication-management technologies, as well as equipment and supplies for collecting and processing clinical specimens. The company also provides diagnostic systems, laboratory instruments and tools used in areas such as cell analysis and biomedical research.

Its offerings serve hospitals, clinics, laboratories, researchers and pharmaceutical companies.