Candriam S.C.A. Has $2.87 Million Position in Becton, Dickinson and Company $BDX

Candriam S.C.A. cut its holdings in Becton, Dickinson and Company (NYSE:BDX) by 33.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 15,305 shares of the medical instruments supplier’s stock after selling 7,772 shares during the period. Candriam S.C.A.’s holdings in Becton, Dickinson and Company were worth $2,865,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its position in Becton, Dickinson and Company by 15.4% in the 2nd quarter. Vanguard Group Inc. now owns 32,308,749 shares of the medical instruments supplier’s stock worth $5,565,182,000 after buying an additional 4,305,947 shares during the period. Norges Bank bought a new position in Becton, Dickinson and Company during the second quarter worth $653,377,000. First Eagle Investment Management LLC raised 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 purchasing an additional 3,268,478 shares during the last quarter. Massachusetts Financial Services Co. MA raised its position in shares of Becton, Dickinson and Company by 24.4% during the second quarter. Massachusetts Financial Services Co. MA now owns 8,514,446 shares of the medical instruments supplier’s stock valued at $1,466,613,000 after buying an additional 1,670,590 shares during the last quarter. Finally, Laurel Wealth Advisors LLC grew its position in Becton, Dickinson and Company by 16,974.4% during the second quarter. Laurel Wealth Advisors LLC now owns 1,579,386 shares of the medical instruments supplier’s stock worth $272,049,000 after buying an additional 1,570,136 shares in the last quarter. Institutional investors own 86.97% of the company’s stock.

Key Stories Impacting Becton, Dickinson and Company

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

• Positive Sentiment: BD closed its biosciences & diagnostics spin-off and merged that business with Waters, generating roughly $4 billion in proceeds and repositioning BD as a pure-play medical technology company — a strategic de‑risking that analysts and investors view favorably. BD Merges Biosciences & Diagnostics Business With Waters
• Positive Sentiment: Q1 FY2026: BD reported sales of ~$5.25B and EPS above consensus, and provided FY guidance — the beat + guidance underpin the bullish re-rating and help explain the intraday strength. BD (NYSE:BDX) Surprises With Q4 CY2025 Sales
• Positive Sentiment: High-profile endorsement: Jim Cramer publicly voiced support for the “new company” after the spin-off, which can boost retail interest and sentiment. Jim Cramer on Becton, Dickinson: “I kind of really like the new company”
• Positive Sentiment: BD launched cash tender offers to repurchase up to $1.6B of its outstanding debt, a move that can improve debt maturity profile and credit metrics. Investors often view targeted buybacks of debt as a constructive use of proceeds post‑spin. Becton Dickinson Launches $1.6 Billion Debt Tender Offers
• Neutral Sentiment: Analyst coverage and notes: Barclays initiated coverage with an Overweight and $202 PT (positive signal), while other firms adjusted targets — see items below; overall analyst activity is mixed and keeping volatility elevated. Barclays Overweight Note
• Neutral Sentiment: Earnings call transcript and post‑spin analysis provide more detail on margins, capital allocation and guidance assumptions for investors doing deeper due diligence. Q1 2026 earnings call transcript
• Negative Sentiment: Several high‑profile firms trimmed price targets or ratings: Wells Fargo cut its PT to $157 and moved to Equal Weight (notable downside from prior levels), and JPMorgan lowered its PT to $175 and maintained Neutral — these cuts add sell‑side caution. Analyst Target Changes (Wells Fargo / JPMorgan)
• Negative Sentiment: Other shops pared targets (RBC, Jefferies, Citi had updates); although many keep Buy/Overweight stances, the lower targets reflect uncertainty around near‑term margin recovery and the pace of capital deployment after the spin. Are Wall Street Analysts Bullish on Becton, Dickinson and Company Stock?

Analyst Upgrades and Downgrades

A number of brokerages have commented on BDX. Wells Fargo & Company reduced 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 research report on Tuesday. Piper Sandler restated a “neutral” rating and issued a $170.00 target price (down from $205.00) on shares of Becton, Dickinson and Company in a research note on Tuesday. Royal Bank Of Canada set a $172.00 price target on shares of Becton, Dickinson and Company in a research note on Tuesday. Jefferies Financial Group dropped their price objective on shares of Becton, Dickinson and Company from $220.00 to $190.00 and set a “buy” rating for the company in a research note on Tuesday. Finally, Citigroup reduced their price objective on shares of Becton, Dickinson and Company from $233.00 to $232.00 and set a “buy” rating for the company in a report on Tuesday. Five equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, Becton, Dickinson and Company has an average rating of “Hold” and an average price target of $196.00.

Becton, Dickinson and Company Price Performance

BDX opened at $180.39 on Thursday. The company has a debt-to-equity ratio of 0.67, a current ratio of 1.05 and a quick ratio of 0.64. The stock has a market capitalization of $51.36 billion, a P/E ratio of 29.43, a price-to-earnings-growth ratio of 1.90 and a beta of 0.25. The company’s 50 day simple moving average is $199.49 and its 200-day simple moving average is $192.35. 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 issued its earnings results on Monday, February 9th. The medical instruments supplier reported $2.91 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.81 by $0.10. Becton, Dickinson and Company had a net margin of 8.01% and a return on equity of 15.76%. The company had revenue of $5.25 billion for the quarter, compared to analyst estimates of $5.15 billion. During the same quarter last year, the firm earned $3.43 EPS. The company’s revenue for the quarter was up 1.6% on a year-over-year basis. Becton, Dickinson and Company has set its FY 2026 guidance at 12.350-12.650 EPS. Sell-side analysts anticipate that Becton, Dickinson and Company will post 14.43 earnings per share for the current fiscal year.

Becton, Dickinson and Company Dividend Announcement

The business also recently disclosed 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 is Tuesday, March 10th. This represents a $4.20 dividend on an annualized basis and a dividend yield of 2.3%. Becton, Dickinson and Company’s dividend payout ratio is currently 68.52%.

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

Insider Activity at Becton, Dickinson and Company

In related 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 transaction, the executive vice president directly owned 12,095 shares of the company’s stock, valued at approximately $2,509,228.70. The trade was a 11.75% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last three months, insiders sold 2,463 shares of company stock valued at $501,530. Corporate insiders own 0.40% of the company’s stock.

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.