Becton, Dickinson and Company $BDX Position Decreased by Palisade Asset Management LLC

Palisade Asset Management LLC decreased its holdings in shares of Becton, Dickinson and Company (NYSE:BDX) by 7.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 39,153 shares of the medical instruments supplier’s stock after selling 2,939 shares during the period. Palisade Asset Management LLC’s holdings in Becton, Dickinson and Company were worth $7,008,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Brown Lisle Cummings Inc. lifted its position in Becton, Dickinson and Company by 9.2% during the second quarter. Brown Lisle Cummings Inc. now owns 644 shares of the medical instruments supplier’s stock valued at $97,000 after purchasing an additional 54 shares in the last quarter. Pension & Wealth Management Advisors Inc. grew its holdings in Becton, Dickinson and Company by 12.3% during the third quarter. Pension & Wealth Management Advisors Inc. now owns 510 shares of the medical instruments supplier’s stock valued at $94,000 after purchasing an additional 56 shares during the period. Elevation Point Wealth Partners LLC increased its position in Becton, Dickinson and Company by 3.7% in the second quarter. Elevation Point Wealth Partners LLC now owns 1,692 shares of the medical instruments supplier’s stock worth $256,000 after buying an additional 60 shares in the last quarter. Private Harbour Investment Management & Counsel LLC increased its position in Becton, Dickinson and Company by 1.1% in the second quarter. Private Harbour Investment Management & Counsel LLC now owns 5,511 shares of the medical instruments supplier’s stock worth $834,000 after buying an additional 62 shares in the last quarter. Finally, Trifecta Capital Advisors LLC raised its stake in shares of Becton, Dickinson and Company by 59.0% in the third quarter. Trifecta Capital Advisors LLC now owns 167 shares of the medical instruments supplier’s stock worth $30,000 after buying an additional 62 shares during the period. 86.97% of the stock is currently owned by hedge funds and other institutional investors.

Becton, Dickinson and Company Stock Performance

NYSE:BDX opened at $212.27 on Friday. The stock has a 50-day moving average price of $188.17 and a 200 day moving average price of $170.28. The stock has a market capitalization of $58.49 billion, a P/E ratio of 51.27, a P/E/G ratio of 14.28 and a beta of 0.22. Becton, Dickinson and Company has a 12-month low of $137.35 and a 12-month high of $214.88. The company has a current ratio of 0.87, a quick ratio of 0.51 and a debt-to-equity ratio of 0.54.

Becton, Dickinson and Company (NYSE:BDX) last posted its quarterly earnings results on Thursday, November 5th. The medical instruments supplier reported $4.15 EPS for the quarter, topping analysts’ consensus estimates of $4.07 by $0.08. Becton, Dickinson and Company had a return on equity of 14.90% and a net margin of 5.66%. The company had revenue of $5.27 billion for the quarter, compared to analysts’ expectations of $5.11 billion. During the same period in the previous year, the firm earned $3.96 EPS. The firm’s revenue was up 5.4% compared to the same quarter last year. Equities research analysts forecast that Becton, Dickinson and Company will post 13.27 EPS for the current fiscal year.

Becton, Dickinson and Company Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 31st. Stockholders of record on Thursday, December 10th will be issued a $1.06 dividend. This represents a $4.24 annualized dividend and a dividend yield of 2.0%. This is a boost from Becton, Dickinson and Company’s previous quarterly dividend of $1.05. The ex-dividend date of this dividend is Thursday, December 10th. Becton, Dickinson and Company’s payout ratio is presently 126.51%.

Becton, Dickinson and Company announced that its board has approved a share repurchase program on Thursday, November 5th that permits the company to buy back 10,000,000 shares. This repurchase authorization permits the medical instruments supplier to purchase up to 3.6% of its shares through open market purchases. Stock repurchase programs are often a sign that the company’s leadership believes its stock is undervalued.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the company. Barclays initiated coverage on Becton, Dickinson and Company in a research report on Wednesday, October 7th. They set an “underweight” rating and a $165.00 price objective on the stock. Bank of America raised their target price on shares of Becton, Dickinson and Company from $185.00 to $200.00 and gave the stock a “neutral” rating in a research note on Monday, August 31st. Wells Fargo & Company lifted their price target on shares of Becton, Dickinson and Company from $161.00 to $170.00 and gave the company an “equal weight” rating in a report on Friday, August 7th. Zacks Research upgraded shares of Becton, Dickinson and Company from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, October 21st. Finally, Royal Bank Of Canada increased their price objective on shares of Becton, Dickinson and Company from $190.00 to $225.00 and gave the stock a “sector perform” rating in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $193.67.

Insider Transactions at Becton, Dickinson and Company

In related news, CEO Thomas Polen, Jr. sold 4,152 shares of the company’s stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $185.00, for a total transaction of $768,120.00. Following the completion of the transaction, the chief executive officer owned 110,163 shares in the company, valued at approximately $20,380,155. This represents a 3.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Michael Feld sold 165 shares of the firm’s stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $188.49, for a total transaction of $31,100.85. Following the transaction, the executive vice president directly owned 19,720 shares of the company’s stock, valued at $3,717,022.80. The trade was a 0.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 6,907 shares of company stock valued at $1,269,128. 0.40% of the stock is currently owned by corporate insiders.

Becton, Dickinson and Company News Roundup

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

• Positive Sentiment: BD reported Q4 adjusted earnings of $4.15 per share and revenue of $5.27 billion, topping analyst expectations; revenue rose 5.4% year over year. BD fiscal 2026 results
• Positive Sentiment: The board raised the quarterly dividend 1% to $1.06 per share and authorized repurchases of up to 10 million shares, or about 3.6% of shares outstanding. Dividend increase and share repurchase authorization
• Positive Sentiment: Citigroup raised its price target to $241 and assigned a “buy” rating; Evercore ISI also lifted its target, to $230 from $210. Citigroup analyst rating Evercore ISI price target
• Neutral Sentiment: RBC raised its target to $225 but kept a “sector perform” rating, while Piper Sandler raised its target to $200 and maintained “neutral”—below the stock’s recent trading level. RBC analyst rating Piper Sandler price target
• Negative Sentiment: The main concern is the fiscal 2027 outlook: coverage reports say revenue-growth guidance came in just below expectations, tempering the impact of the Q4 beat and prompting investor concern. Fiscal 2027 guidance coverage

About Becton, Dickinson and Company

Becton, Dickinson and Company, commonly known as BD, is a global medical technology company that develops and manufactures products used in healthcare, clinical laboratories and life sciences research. Founded in 1897, the company has a long history of producing medical devices and supplies.

BD’s products include syringes, needles, infusion systems and medication-management technologies, as well as equipment and supplies for collecting and processing clinical specimens. The company also provides diagnostic systems, laboratory instruments and tools used in areas such as cell analysis and biomedical research.

Its offerings serve hospitals, clinics, laboratories, researchers and pharmaceutical companies.