Becton, Dickinson and Company (NYSE:BDX) Price Target Cut to $190.00 by Analysts at Jefferies Financial Group

Becton, Dickinson and Company (NYSE:BDX) had its target price cut by Jefferies Financial Group from $220.00 to $190.00 in a research report released on Tuesday morning,Benzinga reports. They currently have a buy rating on the medical instruments supplier’s stock.

Other research analysts have also recently issued research reports about the stock. Morgan Stanley raised 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 report on Tuesday, December 2nd. Piper Sandler reiterated a “neutral” rating and set a $170.00 price objective (down previously from $205.00) on shares of Becton, Dickinson and Company in a research note on Tuesday. Citigroup lowered their target price on Becton, Dickinson and Company from $233.00 to $232.00 and set a “buy” rating on the stock in a research note on Tuesday. JPMorgan Chase & Co. decreased their price target on Becton, Dickinson and Company from $190.00 to $175.00 and set a “neutral” rating for the company in a report on Tuesday. Finally, Barclays assumed coverage on shares of Becton, Dickinson and Company in a research note on Tuesday. They set an “overweight” rating and a $202.00 price objective on the stock. Five analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $196.00.

Becton, Dickinson and Company Stock Performance

Shares of BDX opened at $171.55 on Tuesday. The stock has a 50-day moving average of $199.76 and a two-hundred day moving average 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. The stock has a market cap of $48.88 billion, a P/E ratio of 27.99, a P/E/G ratio of 2.72 and a beta of 0.25. Becton, Dickinson and Company has a one year low of $162.29 and a one year high of $235.34.

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, topping analysts’ consensus estimates of $2.81 by $0.10. Becton, Dickinson and Company had a return on equity of 15.76% and a net margin of 8.01%.The firm had revenue of $5.25 billion during the quarter, compared to the consensus estimate of $5.15 billion. During the same quarter in the previous year, the company posted $3.43 earnings per share. The company’s revenue was up 1.6% compared to the same quarter last year. Becton, Dickinson and Company has set its FY 2026 guidance at 12.350-12.650 EPS. As a group, research analysts predict that Becton, Dickinson and Company will post 14.43 EPS for the current year.

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 paid 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 currently 68.52%.

Becton, Dickinson and Company declared that its board has authorized a stock repurchase program 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 stock through open market purchases. Stock buyback programs are often an indication that the company’s leadership believes its shares are undervalued.

Insider Transactions at Becton, Dickinson and Company

In other Becton, Dickinson and Company news, EVP Michael David Garrison sold 1,610 shares of the business’s stock in a transaction that occurred on 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 approximately $2,509,228.70. The trade was a 11.75% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. In the last 90 days, insiders sold 2,463 shares of company stock valued at $501,530. Insiders own 0.40% of the company’s stock.

Institutional Trading of Becton, Dickinson and Company

Large investors have recently made changes to their positions in the company. Wellington Management Group LLP lifted its holdings in Becton, Dickinson and Company by 9,056.3% in the 3rd quarter. Wellington Management Group LLP now owns 5,232,086 shares of the medical instruments supplier’s stock valued at $979,290,000 after purchasing an additional 5,174,944 shares in the last quarter. Vanguard Group Inc. raised its position 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 valued at $5,565,182,000 after buying an additional 4,305,947 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its position in shares of Becton, Dickinson and Company by 23,219.2% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 4,155,709 shares of the medical instruments supplier’s stock valued at $769,397,000 after buying an additional 4,137,888 shares during the last quarter. Norges Bank acquired a new position in Becton, Dickinson and Company during the second quarter worth about $653,377,000. Finally, First Eagle Investment Management LLC grew its stake in Becton, Dickinson and Company by 59.2% during the 2nd quarter. First Eagle Investment Management LLC now owns 8,786,190 shares of the medical instruments supplier’s stock valued at $1,513,421,000 after acquiring an additional 3,268,478 shares in the last quarter. 86.97% of the stock is currently owned by hedge funds and other institutional investors.

Becton, Dickinson and Company News Summary

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

• Positive Sentiment: Q1 results beat consensus — adjusted EPS $2.91 vs. $2.81 expected and revenue $5.25B vs. $5.15B, showing organic revenue stability and margin improvement that would normally support the stock. BD Reports First Quarter Fiscal 2026 Financial Results
• Positive Sentiment: Company announced up to $1.6B in cash tender offers to repurchase certain outstanding debt — a signal of active balance‑sheet management that can reduce leverage and interest burden. Tender Offers for Outstanding Debt Securities
• Positive Sentiment: Barclays initiated coverage with an Overweight and $202 PT — a notable constructive analyst call amid mixed revisions. Barclays Overweight Initiation
• Neutral Sentiment: Spin-off/combination with Waters completed — a structural change that reduces BD’s scale and alters its earnings base; investors are re‑valuing the “New BD” through guidance and cash deployment plans. Spin-off/Combination Announcement
• Neutral Sentiment: Insiders placed bullish option bets (reported) — a small positive signal of insider confidence but not large enough to move fundamentals alone. Insider Option Activity
• Negative Sentiment: Company cut FY26 adjusted EPS guidance to $12.35–$12.65, well below consensus (~$14.8) — the guidance reset (reflecting the divestiture) is the primary negative driver pushing the stock lower as investors adjust earnings models. Profit Forecast Cut
• Negative Sentiment: Multiple broker price‑target cuts and rating adjustments (JPMorgan, Wells Fargo, Jefferies, RBC and others) compress sentiment — several firms lowered PTs or shifted to neutral/equal‑weight, increasing selling pressure. Analyst Price Target Moves
• Negative Sentiment: Company flagged a reduced profit outlook tied to the sale/combination of its biosciences & diagnostics unit — the near‑term EPS hit and uncertainty around cash deployment timing weigh on valuation. Sale‑Related Profit Outlook

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.