Jensen Investment Management Inc. Lowers Stock Position in Becton, Dickinson and Company $BDX

Jensen Investment Management Inc. reduced its position in shares of Becton, Dickinson and Company (NYSE:BDX) by 80.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,486 shares of the medical instruments supplier’s stock after selling 10,016 shares during the period. Jensen Investment Management Inc.’s holdings in Becton, Dickinson and Company were worth $465,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in shares of Becton, Dickinson and Company by 15.4% during 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 in the last quarter. Massachusetts Financial Services Co. MA increased its position in shares of Becton, Dickinson and Company by 7.5% during the third quarter. Massachusetts Financial Services Co. MA now owns 9,150,584 shares of the medical instruments supplier’s stock valued at $1,712,715,000 after acquiring an additional 636,138 shares during the last quarter. First Eagle Investment Management LLC increased its position in shares of Becton, Dickinson and Company by 59.2% during the second 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 during the last quarter. Geode Capital Management LLC lifted its holdings in Becton, Dickinson and Company by 3.8% during the second quarter. Geode Capital Management LLC now owns 6,723,702 shares of the medical instruments supplier’s stock worth $1,153,157,000 after acquiring an additional 244,199 shares during the period. Finally, Norges Bank purchased a new position in Becton, Dickinson and Company in the second quarter worth $653,377,000. 86.97% of the stock is owned by institutional investors.

Key Stories Impacting Becton, Dickinson and Company

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

• Positive Sentiment: Q1 / recent-quarter beat — BD reported EPS and sales slightly above consensus and noted improving margins, which supports the core business outlook. What’s Going On With Becton Dickinson Stock Tuesday?
• Positive Sentiment: High‑profile endorsement — TV commentator Jim Cramer expressed a favorable view on the “new company” after the transaction, which can lift investor sentiment among retail flows. Jim Cramer on Becton, Dickinson
• Positive Sentiment: New coverage — Barclays initiated coverage with an Overweight / $202 PT, providing incremental institutional support. Barclays Overweight on BDX
• Neutral Sentiment: Spin‑off / combination completed — BD completed the separation and combination of its Biosciences & Diagnostic Solutions business with Waters, a strategic move that reshapes BD’s business mix and cash profile. Investors will be re‑rating the company post‑transaction. BD Completes Combination with Waters
• Neutral Sentiment: Debt tender offers — BD launched cash tender offers to buy up to $1.6 billion of outstanding debt, a balance‑sheet move that may reduce interest burden/maturity risk but uses corporate cash. BD Announces Tender Offers
• Negative Sentiment: FY‑2026 guidance cut — Management set FY‑2026 EPS guidance at $12.35–$12.65, below street expectations and reflecting the divestiture, which materially reduced consensus numbers and is the main driver of weaker forward sentiment. Reuters: Becton Dickinson cuts annual profit forecast
• Negative Sentiment: Analyst pressure — multiple firms trimmed price targets and adjusted ratings (JPMorgan, Wells Fargo, Jefferies adjustments noted), increasing near‑term sell pressure and volatility. Benzinga: What’s Going On With Becton Dickinson Stock?

Insider Activity

In other news, EVP Michael David Garrison sold 1,610 shares of the firm’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $207.46, for a total value of $334,010.60. Following the completion of the transaction, the executive vice president directly owned 12,095 shares of the company’s stock, valued at $2,509,228.70. This trade represents a 11.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders sold a total of 2,463 shares of company stock worth $501,530 in the last quarter. Corporate insiders own 0.40% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the company. Barclays started coverage on Becton, Dickinson and Company in a research report on Tuesday. They set an “overweight” rating and a $202.00 target price for the company. Royal Bank Of Canada set a $172.00 price target on shares of Becton, Dickinson and Company in a research report on Tuesday. Bank of America lifted their price objective on shares of Becton, Dickinson and Company from $190.00 to $207.00 and gave the stock a “neutral” rating in a research report on Monday, January 5th. Jefferies Financial Group dropped their target price on shares of Becton, Dickinson and Company from $220.00 to $190.00 and set a “buy” rating on the stock in a research note on Tuesday. Finally, Citigroup decreased their price target on shares of Becton, Dickinson and Company from $233.00 to $232.00 and set a “buy” rating for the company in a research note on Tuesday. Five equities research 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, Becton, Dickinson and Company has an average rating of “Hold” and a consensus target price of $196.00.

Becton, Dickinson and Company Price Performance

NYSE BDX opened at $171.55 on Wednesday. The company has a market cap of $48.88 billion, a PE ratio of 27.99, a price-to-earnings-growth ratio of 2.72 and a beta of 0.25. Becton, Dickinson and Company has a 52 week low of $162.29 and a 52 week high of $235.34. The company has a quick ratio of 0.64, a current ratio of 1.05 and a debt-to-equity ratio of 0.67. The firm’s 50-day simple moving average is $199.76 and its two-hundred day simple moving average is $192.43.

Becton, Dickinson and Company (NYSE:BDX) last posted its earnings results on Monday, February 9th. The medical instruments supplier reported $2.91 earnings per share for the quarter, topping the consensus estimate of $2.81 by $0.10. The firm had revenue of $5.25 billion during the quarter, compared to the consensus estimate of $5.15 billion. Becton, Dickinson and Company had a net margin of 8.01% and a return on equity of 15.76%. The company’s revenue was up 1.6% on a year-over-year basis. During the same quarter last year, the company earned $3.43 earnings per share. Becton, Dickinson and Company has set its FY 2026 guidance at 12.350-12.650 EPS. Research analysts predict that Becton, Dickinson and Company will post 14.43 earnings per share for the current year.

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

Becton, Dickinson and Company Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 10th will be issued 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 yield of 2.4%. Becton, Dickinson and Company’s payout ratio is presently 68.52%.

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.