Chemistry Wealth Management LLC Has $3.15 Million Stock Holdings in Becton, Dickinson and Company $BDX

Chemistry Wealth Management LLC boosted its position in Becton, Dickinson and Company (NYSE:BDX) by 61.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 20,843 shares of the medical instruments supplier’s stock after acquiring an additional 7,935 shares during the quarter. Chemistry Wealth Management LLC’s holdings in Becton, Dickinson and Company were worth $3,154,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Imprint Wealth LLC acquired a new stake in shares of Becton, Dickinson and Company in the 3rd quarter valued at $25,000. Steph & Co. raised its holdings in shares of Becton, Dickinson and Company by 95.6% during the 4th quarter. Steph & Co. now owns 133 shares of the medical instruments supplier’s stock worth $26,000 after buying an additional 65 shares in the last quarter. SHP Wealth Management bought a new stake in shares of Becton, Dickinson and Company during the 4th quarter worth $26,000. Meeder Asset Management Inc. boosted its stake in Becton, Dickinson and Company by 152.2% in the first quarter. Meeder Asset Management Inc. now owns 169 shares of the medical instruments supplier’s stock valued at $27,000 after buying an additional 102 shares in the last quarter. Finally, Main Street Group LTD acquired a new stake in Becton, Dickinson and Company in the first quarter valued at about $29,000. 86.97% of the stock is currently owned by institutional investors.

Key Headlines Impacting Becton, Dickinson and Company

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

• Positive Sentiment: Quarterly results beat estimates. Fiscal Q3 revenue rose 5.4% year over year to approximately $5.0 billion, exceeding the $4.89 billion consensus estimate. Adjusted EPS of $3.23 also surpassed expectations of $3.14, with growth across BD’s core medical and interventional businesses. BD Reports Third Quarter Fiscal 2026 Financial Results
• Positive Sentiment: BD raised its fiscal 2026 outlook. The company now expects adjusted EPS of $12.62 to $12.72, above the prior outlook and the roughly $12.56 analyst consensus. Management also expects revenue growth toward the high end of its range and is targeting 90% free-cash-flow conversion. Year-to-date operating cash flow increased 33.3% to $2.1 billion, while free cash flow rose 44.6% to $1.7 billion. BD raises FY 2026 adjusted EPS guidance
• Positive Sentiment: Citigroup became more bullish. Citi raised its price target from $198 to $204 and assigned a “buy” rating, implying meaningful upside based on the cited reference price.
• Neutral Sentiment: Analyst views remain divided. Piper Sandler lifted its target to $175 but maintained a “neutral” rating, while Wells Fargo raised its target to $170 and kept an “equal weight” rating. Both targets remain below the cited share price, limiting the positive impact of the revisions.
• Negative Sentiment: Margins and earnings comparisons are concerns. Although revenue and adjusted earnings beat forecasts, margins declined and adjusted EPS fell from $3.68 in the year-earlier quarter. The stock’s elevated valuation may also make investors more sensitive to profitability pressure.

Insider Buying and Selling at Becton, Dickinson and Company

In related news, CEO Thomas E. Polen, Jr. sold 2,764 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $146.35, for a total value of $404,511.40. Following the completion of the sale, the chief executive officer directly owned 110,163 shares in the company, valued at $16,122,355.05. This represents a 2.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Michael David Garrison sold 1,100 shares of the firm’s stock in a transaction on Wednesday, June 24th. The stock was sold at an average price of $145.66, for a total value of $160,226.00. Following the transaction, the executive vice president directly owned 13,172 shares of the company’s stock, valued at approximately $1,918,633.52. This represents a 7.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 5,189 shares of company stock worth $765,661. 0.40% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. The Goldman Sachs Group lowered their target price on Becton, Dickinson and Company from $156.00 to $150.00 and set a “neutral” rating for the company in a research note on Wednesday, May 27th. Bank of America reduced their price target on shares of Becton, Dickinson and Company from $177.00 to $170.00 in a research note on Friday, June 12th. Citigroup upped their price objective on shares of Becton, Dickinson and Company from $198.00 to $204.00 and gave the stock a “buy” rating in a research report on Friday. Stifel Nicolaus set a $195.00 price objective on shares of Becton, Dickinson and Company in a research note on Friday. Finally, Evercore set a $180.00 target price on shares of Becton, Dickinson and Company in a research report on Monday, July 6th. Eight equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $185.00.

Becton, Dickinson and Company Stock Performance

Becton, Dickinson and Company stock opened at $176.53 on Friday. The business has a 50 day moving average of $154.37 and a 200-day moving average of $162.51. The company has a market capitalization of $48.64 billion, a P/E ratio of 53.17, a P/E/G ratio of 12.51 and a beta of 0.19. Becton, Dickinson and Company has a 1 year low of $127.59 and a 1 year high of $187.35. The company has a debt-to-equity ratio of 0.55, a current ratio of 0.87 and a quick ratio of 0.55.

Becton, Dickinson and Company (NYSE:BDX) last posted its earnings results on Thursday, August 6th. The medical instruments supplier reported $3.23 EPS for the quarter, topping the consensus estimate of $3.14 by $0.09. Becton, Dickinson and Company had a net margin of 4.52% and a return on equity of 14.84%. The business had revenue of $4.98 billion for the quarter, compared to the consensus estimate of $4.89 billion. During the same period last year, the company earned $3.68 EPS. The firm’s revenue was up 5.4% compared to the same quarter last year. Becton, Dickinson and Company has set its FY 2026 guidance at 12.620-12.720 EPS. On average, equities research analysts predict that Becton, Dickinson and Company will post 12.67 earnings per share for the current year.

Becton, Dickinson and Company Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Wednesday, September 9th will be paid a $1.05 dividend. The ex-dividend date of this dividend is Wednesday, September 9th. This represents a $4.20 annualized dividend and a dividend yield of 2.4%. Becton, Dickinson and Company’s payout ratio is currently 106.33%.

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.