Caprock Group LLC Invests $1.08 Million in Becton, Dickinson and Company $BDX

Caprock Group LLC bought a new stake in shares of Becton, Dickinson and Company (NYSE:BDX) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 5,568 shares of the medical instruments supplier’s stock, valued at approximately $1,075,000.

Other large investors have also modified their holdings of the company. Activest Wealth Management increased its stake in Becton, Dickinson and Company by 285.3% in the 3rd quarter. Activest Wealth Management now owns 131 shares of the medical instruments supplier’s stock worth $25,000 after purchasing an additional 97 shares in the last quarter. SOA Wealth Advisors LLC. boosted its holdings in shares of Becton, Dickinson and Company by 256.8% in the third quarter. SOA Wealth Advisors LLC. now owns 132 shares of the medical instruments supplier’s stock worth $25,000 after buying an additional 95 shares during the period. Bell Investment Advisors Inc increased its position in shares of Becton, Dickinson and Company by 474.1% in the second quarter. Bell Investment Advisors Inc now owns 155 shares of the medical instruments supplier’s stock worth $27,000 after acquiring an additional 128 shares in the last quarter. Cornerstone Planning Group LLC lifted its position in shares of Becton, Dickinson and Company by 463.3% in the 3rd quarter. Cornerstone Planning Group LLC now owns 169 shares of the medical instruments supplier’s stock valued at $30,000 after acquiring an additional 139 shares in the last quarter. Finally, Grey Fox Wealth Advisors LLC acquired a new position in Becton, Dickinson and Company in the 3rd quarter worth approximately $32,000. 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: Citi raised its price target after a life‑sciences sale update, signaling potential value support if BDx proceeds with portfolio moves. Citi raises Becton Dickinson PT to $198
• Positive Sentiment: Jefferies issued a buy, supporting the view that BDx’s portfolio reshaping and product investments can sustain growth. Becton Dickinson Gets a Buy from Jefferies
• Positive Sentiment: TD Cowen nudged its target higher to $189 (hold), reflecting modest upside from current levels and adding another analyst vote of confidence. TD Cowen adjusts Becton Dickinson PT to $189
• Neutral Sentiment: Company Q4 review: management says portfolio reshaping and product investments offset tariff headwinds — useful context for earnings quality but not an immediate directional catalyst. BDX Q4 Deep Dive: Portfolio Reshaping and Product Investments Offset Tariff Headwinds
• Negative Sentiment: Zacks Research cut BDX from “hold” to “strong sell,” a notable downgrade that likely pressured sentiment and contributed to the share weakness. Zacks Research downgrade
• Negative Sentiment: AmericanBankingNews reports Citigroup lowered a prior target (headline shows a cut to $232), adding further mixed signals from the sell‑side. Citigroup Lowers Becton Dickinson PT to $232
• Negative Sentiment: JPMorgan and Wells Fargo issued pessimistic forecasts in separate notes, increasing analyst pressure and downside risk in the near term. JPMorgan pessimistic forecast Wells Fargo pessimistic forecast
• Negative Sentiment: Coverage flow drove a gap‑down headline after the analyst activity, reflecting short‑term selling pressure from downgrades and mixed guidance expectations. Shares gap down on analyst downgrade

Insider Transactions at Becton, Dickinson and Company

In other news, EVP Michael David Garrison sold 1,610 shares of the firm’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $207.46, for a total value of $334,010.60. Following the sale, the executive vice president directly owned 12,095 shares of the company’s stock, valued at approximately $2,509,228.70. This trade represents a 11.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. In the last quarter, insiders have sold 2,463 shares of company stock valued at $501,530. Company insiders own 0.40% of the company’s stock.

Becton, Dickinson and Company Stock Performance

Shares of BDX opened at $175.95 on Monday. The firm has a market cap of $50.10 billion, a price-to-earnings ratio of 28.70, a price-to-earnings-growth ratio of 2.30 and a beta of 0.25. The company’s fifty day moving average is $198.82 and its 200-day moving average is $192.34. The company has a quick ratio of 0.58, a current ratio of 1.05 and a debt-to-equity ratio of 0.67. Becton, Dickinson and Company has a 12 month low of $127.59 and a 12 month high of $185.02.

Becton, Dickinson and Company (NYSE:BDX) last released 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. Becton, Dickinson and Company had a return on equity of 15.76% and a net margin of 8.01%.The company had revenue of $5.25 billion during the quarter, compared to the consensus estimate of $5.15 billion. During the same quarter in the prior year, the company posted $3.43 EPS. The firm’s revenue 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. Equities analysts expect that Becton, Dickinson and Company will post 14.43 EPS for the current fiscal year.

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

Becton, Dickinson and Company Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 10th will be issued a dividend of $1.05 per share. This represents a $4.20 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, March 10th. Becton, Dickinson and Company’s dividend payout ratio is currently 68.52%.

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. Barclays initiated coverage on Becton, Dickinson and Company in a research report on Tuesday, February 10th. They issued an “overweight” rating and a $202.00 target price for the company. Citigroup decreased their price objective on Becton, Dickinson and Company from $233.00 to $232.00 and set a “buy” rating for the company in a research report on Tuesday, February 10th. Wall Street Zen downgraded Becton, Dickinson and Company from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Jefferies Financial Group reduced their price target on shares of Becton, Dickinson and Company from $220.00 to $190.00 and set a “buy” rating for the company in a research report on Tuesday, February 10th. Finally, JPMorgan Chase & Co. lowered their price objective on shares of Becton, Dickinson and Company from $190.00 to $175.00 and set a “neutral” rating on the stock in a research report on Tuesday, February 10th. Five research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $195.46.

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.