Tandem Investment Advisors Inc. Has $50.52 Million Stake in Becton, Dickinson and Company $BDX

Tandem Investment Advisors Inc. lessened its holdings in Becton, Dickinson and Company (NYSE:BDX) by 1.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 269,890 shares of the medical instruments supplier’s stock after selling 5,128 shares during the period. Becton, Dickinson and Company comprises approximately 1.7% of Tandem Investment Advisors Inc.’s portfolio, making the stock its 26th biggest position. Tandem Investment Advisors Inc.’s holdings in Becton, Dickinson and Company were worth $50,515,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in BDX. Brighton Jones LLC boosted its position in 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 valued at $401,000 after purchasing an additional 877 shares during the last quarter. Empowered Funds LLC grew its holdings in Becton, Dickinson and Company by 20.4% during the first quarter. Empowered Funds LLC now owns 7,977 shares of the medical instruments supplier’s stock valued at $1,827,000 after purchasing an additional 1,354 shares during the last quarter. GC Wealth Management RIA LLC bought a new position in Becton, Dickinson and Company in the 2nd quarter worth $295,000. Chicago Capital LLC grew its position in shares of Becton, Dickinson and Company by 23.7% in the second quarter. Chicago Capital LLC now owns 1,227 shares of the medical instruments supplier’s stock valued at $211,000 after purchasing an additional 235 shares during the last quarter. Finally, PFG Investments LLC increased its position in Becton, Dickinson and Company by 32.7% in the 2nd quarter. PFG Investments LLC now owns 2,601 shares of the medical instruments supplier’s stock worth $448,000 after buying an additional 641 shares during the period. 86.97% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on BDX shares. Weiss Ratings restated a “hold (c-)” rating on shares of Becton, Dickinson and Company in a report on Wednesday, October 8th. Stifel Nicolaus upped their price target on Becton, Dickinson and Company from $210.00 to $215.00 and gave the company a “buy” rating in a research report on Wednesday, January 7th. Jefferies Financial Group upped their price objective on shares of Becton, Dickinson and Company from $215.00 to $220.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. Bank of America increased their target price on Becton, Dickinson and Company from $190.00 to $207.00 and gave the stock a “neutral” rating in a report on Monday, January 5th. Finally, Piper Sandler increased their price target on shares of Becton, Dickinson and Company from $190.00 to $205.00 and gave the company a “neutral” rating in a research note on Wednesday. Four analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Becton, Dickinson and Company currently has a consensus rating of “Hold” and an average price target of $209.00.

Insider Activity at Becton, Dickinson and Company

In other news, EVP Michael David Garrison sold 1,610 shares of the stock in a transaction on Thursday, January 15th. The shares were 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 owned 12,095 shares of the company’s stock, valued at $2,509,228.70. This represents a 11.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Bertram L. Scott sold 217 shares of the stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $176.58, for a total value of $38,317.86. Following the transaction, the director owned 35,816 shares of the company’s stock, valued at approximately $6,324,389.28. This trade represents a 0.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 2,680 shares of company stock valued at $539,848 in the last quarter. Corporate insiders own 0.40% 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: Board approved an additional $10 million share repurchase authorization (company has completed ~ $250M YTD), which can modestly support EPS and signals management confidence despite the program’s small size relative to the ~$57B market cap. Becton, Dickinson and Company Board Declares Share Repurchase Plan
• Positive Sentiment: Board declared a quarterly dividend of $1.05 per share (payable Mar 31; ex‑dividend Mar 10), supporting income investors and reinforcing cash‑return discipline (annualized yield ~2.1%). BD Board Declares Dividend, Authorizes Repurchases
• Positive Sentiment: BD and Envetec demonstrated a closed‑loop recycling solution for common lab plastics — a sustainability initiative that could reduce waste/costs and support procurement wins with health systems focused on ESG. BD and Envetec Demonstrate Closed-Loop Recycling Solution
• Neutral Sentiment: Analyst roundup shows mixed but generally supportive views (several price target increases and a consensus “Hold”); useful for medium‑term sentiment but not an immediate catalyst. The Analyst Verdict: Becton Dickinson
• Neutral Sentiment: Valuation/valuation‑gap analysis pieces debate whether BDX’s P/E premium vs. cash‑flow value is justified — this framing can influence longer‑term positioning by value investors but doesn’t create immediate operational change. Is Becton Dickinson (BDX) Pricing Reflect The Gap Between Cash Flow Value And P/E Multiple
• Neutral Sentiment: BD is scheduled to release quarterly earnings soon; results and any guidance updates are the clearest near‑term catalysts that could cause volatility. BD to Release Quarterly Earnings
• Negative Sentiment: Insider selling: EVP Michael Feld sold 75 shares (~$15.2k) on Jan 26. The sale is very small relative to his holdings and the firm’s float, so impact is likely minimal but may be noted by short‑term traders. Michael Feld Sells 75 Shares

Becton, Dickinson and Company Price Performance

Becton, Dickinson and Company stock opened at $201.27 on Friday. Becton, Dickinson and Company has a 1 year low of $162.29 and a 1 year high of $251.99. The company has a current ratio of 1.11, a quick ratio of 0.64 and a debt-to-equity ratio of 0.69. The firm has a market capitalization of $57.34 billion, a P/E ratio of 34.52, a PEG ratio of 2.23 and a beta of 0.23. The business has a 50-day moving average of $198.32 and a 200-day moving average of $191.05.

Becton, Dickinson and Company (NYSE:BDX) last posted its earnings results on Thursday, November 6th. The medical instruments supplier reported $3.96 earnings per share for the quarter, topping the consensus estimate of $3.92 by $0.04. Becton, Dickinson and Company had a net margin of 7.68% and a return on equity of 16.42%. The company had revenue of $5.89 billion for the quarter, compared to analyst estimates of $5.91 billion. During the same period last year, the business posted $3.81 earnings per share. The business’s revenue for the quarter was up 8.3% compared to the same quarter last year. Becton, Dickinson and Company has set its FY 2026 guidance at 14.750-15.050 EPS. On average, equities analysts anticipate that Becton, Dickinson and Company will post 14.43 EPS for the current year.

Becton, Dickinson and Company Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 10th will be given a $1.05 dividend. The ex-dividend date is Tuesday, March 10th. This represents a $4.20 annualized dividend and a dividend yield of 2.1%. Becton, Dickinson and Company’s payout ratio is currently 72.04%.

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

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.