Becton, Dickinson and Company $BDX Stock: Kestra Advisory Services LLC Increases Stake

Kestra Advisory Services LLC increased its holdings in Becton, Dickinson and Company (NYSE:BDX) by 656.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 94,335 shares of the medical instruments supplier’s stock after acquiring an additional 81,860 shares during the quarter. Kestra Advisory Services LLC’s holdings in Becton, Dickinson and Company were worth $16,886,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Quadcap Wealth Management LLC lifted its position in shares of Becton, Dickinson and Company by 60.7% in the 3rd quarter. Quadcap Wealth Management LLC now owns 2,882 shares of the medical instruments supplier’s stock worth $516,000 after purchasing an additional 1,089 shares during the period. Inscription Capital LLC increased its position in shares of Becton, Dickinson and Company by 5.7% during the third quarter. Inscription Capital LLC now owns 2,060 shares of the medical instruments supplier’s stock valued at $369,000 after buying an additional 112 shares during the period. Commonwealth Equity Services LLC increased its position in shares of Becton, Dickinson and Company by 2.9% during the third quarter. Commonwealth Equity Services LLC now owns 116,378 shares of the medical instruments supplier’s stock valued at $20,832,000 after buying an additional 3,286 shares during the period. Chicago Partners Investment Group LLC raised its stake in Becton, Dickinson and Company by 30.1% in the third quarter. Chicago Partners Investment Group LLC now owns 3,117 shares of the medical instruments supplier’s stock worth $620,000 after buying an additional 722 shares in the last quarter. Finally, Jmac Enterprises LLC raised its stake in Becton, Dickinson and Company by 28.6% in the third quarter. Jmac Enterprises LLC now owns 3,600 shares of the medical instruments supplier’s stock worth $644,000 after buying an additional 800 shares in the last quarter. Hedge funds and other institutional investors own 86.97% of the company’s stock.

Becton, Dickinson and Company News Summary

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

Becton, Dickinson and Company Trading Up 0.2%

NYSE:BDX opened at $212.27 on Monday. The firm has a market capitalization of $58.49 billion, a P/E ratio of 51.27, a PEG ratio of 14.26 and a beta of 0.22. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.87 and a quick ratio of 0.54. Becton, Dickinson and Company has a one year low of $137.35 and a one year high of $214.88. The company’s 50-day simple moving average is $188.17 and its 200 day simple moving average is $170.28.

Becton, Dickinson and Company (NYSE:BDX) last announced its earnings results on Thursday, November 5th. The medical instruments supplier reported $4.15 earnings per share for the quarter, beating analysts’ consensus estimates of $4.07 by $0.08. Becton, Dickinson and Company had a net margin of 5.66% and a return on equity of 14.90%. The business had revenue of $5.27 billion during the quarter, compared to the consensus estimate of $5.11 billion. During the same quarter last year, the firm earned $3.96 earnings per share. The business’s revenue for the quarter was up 5.4% on a year-over-year basis. As a group, 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 declared a quarterly dividend, which will be paid on Thursday, December 31st. Investors of record on Thursday, December 10th will be paid a $1.06 dividend. This represents a $4.24 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Thursday, December 10th. This is an increase from Becton, Dickinson and Company’s previous quarterly dividend of $1.05. Becton, Dickinson and Company’s dividend payout ratio (DPR) is currently 126.51%.

Becton, Dickinson and Company declared that its board has initiated a stock repurchase program on Thursday, November 5th that authorizes the company to repurchase 10,000,000 outstanding shares. This repurchase authorization authorizes the medical instruments supplier to buy up to 3.6% of its stock through open market purchases. Share repurchase programs are usually a sign that the company’s board of directors believes its shares are undervalued.

Analyst Upgrades and Downgrades

BDX has been the subject of several research analyst reports. UBS Group initiated coverage on shares of Becton, Dickinson and Company in a report on Tuesday, July 28th. They issued a “buy” rating and a $190.00 price objective for the company. Zacks Research upgraded Becton, Dickinson and Company from a “hold” rating to a “strong-buy” rating in a report on Wednesday, October 21st. Citigroup increased their target price on Becton, Dickinson and Company from $208.00 to $241.00 and gave the stock a “buy” rating in a research report on Friday. TD Cowen raised their target price on Becton, Dickinson and Company from $163.00 to $182.00 and gave the company a “hold” rating in a research note on Wednesday, August 5th. Finally, Stifel Nicolaus set a $195.00 price target on Becton, Dickinson and Company in a research report on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $193.67.

Insider Buying and Selling

In other Becton, Dickinson and Company news, EVP Roland Goette sold 2,438 shares of Becton, Dickinson and Company stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $180.84, for a total transaction of $440,887.92. Following the completion of the transaction, the executive vice president owned 14,856 shares in the company, valued at approximately $2,686,559.04. The trade was a 14.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Thomas E. Polen, Jr. sold 4,152 shares of the business’s stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $185.00, for a total value of $768,120.00. Following the completion of the sale, the chief executive officer directly owned 110,163 shares in the company, valued at $20,380,155. This trade represents a 3.63% 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. Insiders have sold 6,907 shares of company stock worth $1,269,128 in the last 90 days. Insiders own 0.40% of the company’s stock.

Becton, Dickinson and Company Profile

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.