Citigroup Has Lowered Expectations for Becton, Dickinson and Company (NYSE:BDX) Stock Price

Becton, Dickinson and Company (NYSE:BDX) had its price target reduced by research analysts at Citigroup from $233.00 to $232.00 in a research report issued on Tuesday,Benzinga reports. The brokerage presently has a “buy” rating on the medical instruments supplier’s stock. Citigroup’s price target suggests a potential upside of 36.42% from the stock’s current price.

Several other equities analysts have also recently issued reports on the company. Morgan Stanley raised their price objective on Becton, Dickinson and Company from $197.00 to $210.00 and gave the stock an “overweight” rating in a research note on Tuesday, December 2nd. Piper Sandler reaffirmed a “neutral” rating and set a $170.00 target price (down from $205.00) on shares of Becton, Dickinson and Company in a report on Tuesday. Wall Street Zen cut Becton, Dickinson and Company from a “buy” rating to a “hold” rating in a research report on Saturday, November 8th. Jefferies Financial Group upped their price objective on 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. Finally, Bank of America boosted their price target on shares of Becton, Dickinson and Company from $190.00 to $207.00 and gave the company a “neutral” rating in a report on Monday, January 5th. Five analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $198.50.

Becton, Dickinson and Company Stock Down 18.0%

Becton, Dickinson and Company stock traded down $37.33 during midday trading on Tuesday, hitting $170.06. 1,148,225 shares of the stock were exchanged, compared to its average volume of 1,988,449. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.11 and a quick ratio of 0.64. The company has a 50 day moving average price of $200.14 and a two-hundred day moving average price of $192.53. The firm has a market cap of $48.45 billion, a P/E ratio of 29.20, a P/E/G ratio of 2.32 and a beta of 0.25. Becton, Dickinson and Company has a 1 year low of $162.29 and a 1 year high of $235.34.

Becton, Dickinson and Company (NYSE:BDX) last issued its quarterly earnings data on Monday, February 9th. The medical instruments supplier reported $2.91 earnings per share for the quarter, beating analysts’ consensus estimates of $2.81 by $0.10. The firm had revenue of $5.25 billion during the quarter, compared to analyst estimates of $5.15 billion. Becton, Dickinson and Company had a return on equity of 16.42% and a net margin of 7.68%.Becton, Dickinson and Company’s quarterly revenue was up 1.6% on a year-over-year basis. During the same quarter last year, the firm earned $3.43 EPS. Becton, Dickinson and Company has set its FY 2026 guidance at 12.350-12.650 EPS. On average, sell-side analysts predict that Becton, Dickinson and Company will post 14.43 earnings per share for the current fiscal year.

Becton, Dickinson and Company declared that its Board of Directors has authorized a share buyback plan on Tuesday, January 27th that authorizes the company to repurchase $10.00 million in outstanding 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 generally a sign that the company’s board believes its shares are undervalued.

Insider Buying and Selling at Becton, Dickinson and Company

In related news, EVP Michael David Garrison sold 1,610 shares of the company’s 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 directly owned 12,095 shares of the company’s stock, valued at approximately $2,509,228.70. This represents a 11.75% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders have sold 2,463 shares of company stock valued at $501,530 in the last ninety days. 0.40% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Becton, Dickinson and Company

Several hedge funds and other institutional investors have recently made changes to their positions in BDX. BNP Paribas Financial Markets grew its holdings in Becton, Dickinson and Company by 88.3% in the 4th quarter. BNP Paribas Financial Markets now owns 575,371 shares of the medical instruments supplier’s stock valued at $111,662,000 after buying an additional 269,787 shares during the last quarter. Norges Bank acquired a new position in Becton, Dickinson and Company during the 4th quarter valued at $734,321,000. Hilltop Partners LLC bought a new position in shares of Becton, Dickinson and Company during the 4th quarter worth about $397,000. Eurizon Capital SGR S.p.A. bought a new stake in shares of Becton, Dickinson and Company in the fourth quarter valued at about $33,475,000. Finally, Fideuram Asset Management Ireland dac acquired a new stake in Becton, Dickinson and Company during the fourth quarter worth about $617,000. 86.97% of the stock is owned by institutional investors and hedge funds.

Key Becton, Dickinson and Company News

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

• Positive Sentiment: Q1 results beat street estimates — adjusted EPS $2.91 vs. consensus ~ $2.81 and revenue ~$5.25B topped estimates; margins expanded even as y/y adjusted profit declined. BD Reports First Quarter Fiscal 2026 Financial Results
• Positive Sentiment: BD completed the combination of its Biosciences & Diagnostic Solutions business with Waters, executing a strategic portfolio simplification that comes with a planned $4B cash deployment for the newly positioned “New BD.” BD Completes Combination of Biosciences & Diagnostic Solutions Business with Waters Corporation
• Positive Sentiment: Insider activity showed bullish option/stock bets recently, which can signal management/insider confidence in the post-transaction path. Becton Dickinson Insiders Placed Bullish Bets
• Neutral Sentiment: New analyst coverage from Barclays: started coverage with an “Overweight” rating but set a $202 price target (below recent levels), reflecting mixed views on valuation post-transaction.
• Neutral Sentiment: Company provided FY2026 EPS guidance for the reorganized New BD (EPS $12.35–$12.65) and affirmed revenue growth guidance — the range reflects the accounting and structural effects of the spin-off and cash deployment plans. BD Outlines $12.35–$12.65 EPS Guidance for 2026
• Negative Sentiment: Management cut its annual profit forecast to reflect the sale/spin-off of the biosciences & diagnostics unit — that reduction materially lowers FY26 EPS vs. prior consensus and is the main driver of the negative market reaction. Becton Dickinson cuts annual profit forecast (Reuters)
• Negative Sentiment: Market reaction: shares fell after the print — investors focused on the lowered FY26 EPS outlook and the impact of the transaction, which overshadowed the underlying beat and margin improvement. Shares fall as guidance overshadows beat

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.