ABC Arbitrage SA Takes Position in Becton, Dickinson and Company $BDX

ABC Arbitrage SA acquired a new position in shares of Becton, Dickinson and Company (NYSE:BDX) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 6,193 shares of the medical instruments supplier’s stock, valued at approximately $1,159,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its position in shares of Becton, Dickinson and Company by 98.2% during the fourth quarter. Brighton Jones LLC now owns 1,770 shares of the medical instruments supplier’s stock worth $401,000 after purchasing an additional 877 shares in the last quarter. RiverGlades Family Offices LLC bought a new stake in shares of Becton, Dickinson and Company during the second quarter worth $344,000. Transcend Capital Advisors LLC grew its stake in Becton, Dickinson and Company by 88.2% in the 3rd quarter. Transcend Capital Advisors LLC now owns 5,794 shares of the medical instruments supplier’s stock worth $1,084,000 after acquiring an additional 2,715 shares in the last quarter. Belpointe Asset Management LLC bought a new stake in Becton, Dickinson and Company during the 3rd quarter valued at $650,000. Finally, Oppenheimer Asset Management Inc. lifted its stake in Becton, Dickinson and Company by 71.4% in the third quarter. Oppenheimer Asset Management Inc. now owns 82,655 shares of the medical instruments supplier’s stock worth $15,471,000 after acquiring an additional 34,437 shares during the period. 86.97% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about 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?

Insider Activity at Becton, Dickinson and Company

In other Becton, Dickinson and Company news, EVP Michael David Garrison sold 1,610 shares of Becton, Dickinson and Company stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $207.46, for a total value of $334,010.60. Following the completion of the sale, 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 is accessible through this hyperlink. Insiders have sold 2,463 shares of company stock worth $501,530 in the last ninety days. Insiders own 0.40% of the company’s stock.

Becton, Dickinson and Company Stock Up 5.1%

BDX stock opened at $180.39 on Thursday. The company has a market cap of $51.36 billion, a P/E ratio of 29.43, a P/E/G ratio of 1.90 and a beta of 0.25. The company has a current ratio of 1.05, a quick ratio of 0.64 and a debt-to-equity ratio of 0.67. The company’s 50-day moving average price is $199.49 and its 200 day moving average price is $192.35. Becton, Dickinson and Company has a 52 week low of $162.29 and a 52 week high of $235.34.

Becton, Dickinson and Company (NYSE:BDX) last posted 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 company had revenue of $5.25 billion for the quarter, compared to the consensus estimate of $5.15 billion. During the same period in the previous year, the business earned $3.43 earnings per share. Becton, Dickinson and Company’s quarterly 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. On average, research analysts expect that Becton, Dickinson and Company will post 14.43 earnings per share for the current fiscal year.

Becton, Dickinson and Company announced that its board has initiated a stock repurchase program on Tuesday, January 27th that allows the company to buyback $10.00 million in shares. This buyback authorization allows the medical instruments supplier to purchase up to 0% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s leadership believes its shares are undervalued.

Becton, Dickinson and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors 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 2.3%. Becton, Dickinson and Company’s dividend payout ratio (DPR) is presently 68.52%.

Analyst Upgrades and Downgrades

BDX has been the subject of a number of analyst reports. Wells Fargo & Company decreased their target price on shares of 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. Morgan Stanley boosted their target price on shares of Becton, Dickinson and Company from $197.00 to $210.00 and gave the company an “overweight” rating in a research report on Tuesday, December 2nd. Barclays initiated 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. Stifel Nicolaus lifted their price target on Becton, Dickinson and Company from $210.00 to $215.00 and gave the company a “buy” rating in a research note on Wednesday, January 7th. Finally, Jefferies Financial Group decreased their price objective on shares of Becton, Dickinson and Company from $220.00 to $190.00 and set a “buy” rating on the stock in a report on Tuesday. Five analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $196.00.

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.