Becton, Dickinson and Company

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +72

Becton, Dickinson and Company (NYSE:BDX) CEO Thomas Polen, Jr. Sells ...

Analyst upgrade Dividend Share buyback AI-generated analysis

Becton, Dickinson and Company (NYSE:BDX) reported strong quarterly financial results for the period ending in late October, with revenue reaching $5.27 billion, a 5.4% year-over-year increase that beat analyst consensus estimates of $5.11 billion. The company posted earnings per share of $4.15, surpassing the expected...

Bullish Signals

  • Revenue grew 5.4% YoY to $5.27B, beating estimates.
  • EPS hit $4.15, beating expectations by $0.08.
  • Authorized repurchase of up to 10 million shares.
  • Quarterly dividend increased to $1.06 per share.
  • Upgraded to 'strong-buy' after earnings beat.

Bearish Signals

  • CEO sold 2,993 shares worth $628,530.
  • Barclays initiated underweight with $165 target.
2
Bullish +75

Becton Dickinson to invest $19bn in the US

Capacity expansion Infrastructure investment Manufacturing innovation AI-generated analysis

Becton Dickinson has committed to investing $19 billion in the United States under a new agreement with the Trump administration designed to secure protection against future tariffs. This deal marks Becton Dickinson as the first major US medical device manufacturer to reach such an accord,...

Bullish Signals

  • Secures unique $19B US investment commitment from Trump administration.
  • Plans 5B annual unit production increase in US facilities.
  • Commits to domestic needle manufacturing using US steel.
  • Potential tariff reductions under Section 232 could improve margins.
  • Nebraska expansion adds $1B+ investment and 120 jobs.
3
Bullish +75

Becton, Dickinson and Company Q2 Earnings Call Highlights

AI-generated analysis

Becton, Dickinson and Company (NYSE: BDX) reported strong fiscal second-quarter results, with revenue reaching $4.7 billion, marking a 2.6% increase on an FX-neutral basis. Adjusted operating margin stood at 24.2%, while adjusted diluted earnings per share came in at $2.90, reflecting a 3.9% year-over-year rise....

Bullish Signals

  • Revenue grew 2.6% on FX-neutral basis to $4.7 billion.
  • Full-year adjusted earnings guidance raised to $12.52-$12.72.
  • Key platforms delivered double-digit growth including biologic drug delivery.
  • BD returned $2.3 billion to shareholders via buybacks and dividends.
  • Year-to-date free cash flow reached $1.1 billion.
  • Cost-out program completed with $150 million run rate finished.
  • Becton, Dickinson and Company demonstrated strong financial performance.
  • EnCor EnCompass biopsy system new launches were successful.

Bearish Signals

  • Adjusted operating margins fell 110bps due to tariffs and commercial investments.
  • Downside risks include pressures from Alaris, vaccines, and China market dynamics.
  • Biopharma Systems revenue dropped 1.8% as lower vaccine demand offset biologics growth.
  • Adjusted gross margin contracted 90bps reflecting tariff impacts and cost pressures.
  • Leverage ratio elevated to 2.9x net debt/EBITDA, above the 2.5x target.
  • Alaris threat acts as a 100-bps headwind, projected to worsen by 2027.
  • $450 million non-cash impairment charges excluded from adjusted EPS calculations.
  • Revenue guidance flat with no anticipated acceleration despite undervaluation.
4
Bullish +75

Becton, Dickinson higher after Q2 beat, guidance boost

AI-generated analysis

Becton, Dickinson and Company (BDX) saw shares jump approximately 6% in trading, marking its largest intraday rally since August, following a better-than-expected second-quarter fiscal year 2026 financial report. The medical device giant reported total quarterly revenue of $4.7 billion, which represented a roughly 5% year-over-year...

Bullish Signals

  • BDX shares rose ~6%, biggest rally since August.
  • Becton, Dickinson reported $4.7B Q2 2026 revenue.
  • Revenue grew ~5% year-over-year with top-tier performance.
  • Company beat analyst estimates by $30 million.
  • Management raised full-year earnings outlook.

Bearish Signals

  • MedTech supply shortages limit demand despite $4.7B revenue.
  • Only $30M beat consensus, showing minimal execution error room.
  • Rally ignores prior strong results and raised full-year outlook.
  • 5% growth may not justify valuation amid margin compression.
5
Bullish +72

Becton Dickinson stock holds near its yearly high - ad-hoc-news.de

AI-generated analysis

Becton Dickinson and Company (BDX) reported strong third-quarter fiscal 2026 results, with revenue reaching USD 5.0 billion, representing a 5.4% year-over-year increase. The company's adjusted earnings per share stood at USD 3.23, significantly outpacing the GAAP diluted EPS of USD 1.64 due to non-recurring items....

Bullish Signals

  • Revenue grew 5.4% YoY to $5.0B in Q3 fiscal 2026.

Bearish Signals

  • Non-recurring items cause adjusted EPS (USD 3.23) to exceed GAAP diluted EPS (USD 1.64).
  • Stock traded 2.5% below its 52-week high, showing lack of immediate momentum.
6
Bullish +75

Becton Dickinson stock gains after company lifts earnings outlook

AI-generated analysis

Becton, Dickinson and Company saw its stock price rise by approximately 3.3% in premarket trading following the release of strong second-quarter financial results that surpassed analyst expectations. The medical device manufacturer reported earnings per share of $2.90, which exceeded the consensus estimate of $2.78, while...

Bullish Signals

  • BDX shares climbed 3.3% premarket on beat estimates.
  • Q2 EPS of $2.90 exceeded analyst estimates of $2.78.
  • Revenue grew 2.6% to $4.7 billion, surpassing consensus.
  • U.S. region revenue expanded 5.1% to $2.91 billion.
  • More than 90% of business delivered mid-single-digit growth.
  • Company raised full-year EPS outlook to $12.52–$12.72.

Bearish Signals

  • International revenues slipped 1.4% year-over-year.
  • Conservative guidance limits growth to low-single-digits.
  • Capex now exceeds one-third of revenue.
7
Bullish +75

Becton Dickinson Surges 4.1% in a Single Session to $208.57

Stock valuation AI-generated analysis

Becton Dickinson and Company (BDX) shares surged approximately 4.13% during regular trading on November 4, 2026, reaching an intraday high of $208.57. This significant move added roughly $2.3 billion to the company's market capitalization, which stood at approximately $56.8 billion at the time of the...

Bullish Signals

  • Shares surged 4.13% to $208.57 intraday high.
  • Stock closed at $193.76, a fresh 52-week high.
  • Sustained buying pressure indicates durable demand.
8
Bullish +65

Becton, Dickinson stock gained 2.56 percent on September 25

Earnings report AI-generated analysis

Becton, Dickinson and Company (BDX) shares rose 2.56% to close at $183.82 on September 25, 2026, driven by a strong quarterly earnings beat. The medical technology firm reported Q3 fiscal 2026 revenue of $4.98 billion, surpassing the consensus estimate of $4.89 billion, while adjusted earnings...

Bullish Signals

  • Q3 revenue hit $4.98B, beating estimates.
  • Adjusted EPS reached $3.23, surpassing expectations.
  • Revenue grew 5.4% year-over-year.
  • Price target sits 2.09% above current price.

Bearish Signals

  • Stock trades 4.79% below 52-week high of $193.07.
  • Consensus rating is Hold with mixed analyst views.
9
Somewhat Bullish +45

Becton Dickinson stock falls 1.28 percent on September 24, 2026

Earnings report Guidance raised AI-generated analysis

Becton Dickinson and Company reported fiscal third-quarter revenue of USD 5.0 billion, representing a 4.4 percent year-over-year increase. The medical technology firm posted adjusted earnings per share of USD 3.23 for the quarter ended June 30, 2026, while its stock price fell 1.28 percent to...

Bullish Signals

  • Revenue rose 4.4% YoY to $5.0B in Q3 2026.
  • Adjusted EPS guidance lifted to $12.62-$12.72 for FY2026.
  • Full-year revenue outlook shifted toward high end of range.

Bearish Signals

  • Operating margins declined 130 bps to 24.9% in Q3 2026.
  • Tariffs limit revenue growth translation into operating profit.
  • Stock fell 1.28% to $180.19, below 52-week high.
10
Somewhat Bearish -25

Bartlett & CO. Wealth Management LLC Reduces Stake in Becton, Dickinson ...

AI-generated analysis

Institutional investors have made mixed moves in Becton, Dickinson and Company (BDX) during the first quarter of 2026. Bartlett & CO. Wealth Management LLC reduced its stake by 30.6%, selling 8,514 shares to hold a remaining position worth $2.8 million. Conversely, several other firms increased...

Bullish Signals

  • Assetmark increased BDX investment by 31.2%, adding over $5 million.
  • Barclays raised price target to $204 with 'overweight' rating.
  • Market cap stands at $43.57 billion with 2.7% dividend yield.

Bearish Signals

  • Weiss Ratings downgraded stock to sell (d+) rating.
  • Multiple analysts lowered price targets in recent months.
  • Dividend payout ratio of 106.33% is unsustainable.
  • Stock trading below $166.39 moving average and $127.59 low.
11
Bullish +55

Is Becton, Dickinson and Company (BDX) A Good Stock To Buy Now?

AI-generated analysis

The article presents a bullish investment thesis on Becton, Dickinson and Company (BDX), arguing that the stock is currently mispriced following its strategic transformation. As of June 8, 2026, shares traded at $149.99 with a forward P/E of 11.21, which analysts suggest is disconnected from...

Bullish Signals

  • Raised FY2026 EPS guidance to $12.52–$12.72.
  • Generated $4.0B net cash from Waters transaction.
  • Executing $2.0B asset sale and ~4.2% buybacks.
  • Trading at forward P/E of 11.21.
  • Q2 FY2026 revenue hit $4.714B with $2.90 EPS.
12
Somewhat Bullish +45

Howe & Rusling Inc. Raises Stock Position in Becton, Dickinson and ...

AI-generated analysis

Institutional investors have significantly increased their stakes in Becton, Dickinson and Company (BDX) during the first and fourth quarters of 2026. Howe & Rusling Inc. raised its position by 32.8% to own 32,547 shares valued at $5.1 million, while major funds like Vanguard Group, Wellington...

Bullish Signals

  • EPS beat estimates by $0.13 at $2.90.
  • Revenue exceeded expectations at $4.71 billion.
  • Year-over-year revenue growth reached 5.2%.
  • Zacks upgraded stock from 'strong sell' to 'hold'.
  • Evercore raised price objective to $190.00.

Bearish Signals

  • TD Cowen lowered price target to $163 and rated 'hold'.
  • Stock trades below 200-day moving average of $169.33.
  • Insiders sold 5,188 shares worth $765,120 in ninety days.
  • Dividend payout ratio is unsustainable at 106.3%.
13
Bullish +65

Becton Dickinson: Fiscal Q2 Earnings Snapshot

AI-generated analysis

Becton Dickinson and Co. (BDX) reported fiscal second-quarter results that surpassed Wall Street expectations, driven by strong performance in its medical device manufacturing sector. The company posted a net profit of $277 million, translating to 94 cents per share on a GAAP basis. When adjusted...

Bullish Signals

  • Beat EPS estimate with $3.19 adjusted earnings.
  • Revenue hit $4.91B, surpassing the $4.84B forecast.
  • Guidance set for full-year EPS between $12.75-$12.85.

Bearish Signals

  • BDX shares dropped 5% vs S&P 500's 11% gain.
  • Stock declined YTD despite beating earnings expectations.
14
Somewhat Bullish +35

Becton, Dickinson and Company $BDX Shares Sold by Corient Private ...

AI-generated analysis

Becton, Dickinson and Company (NYSE:BDX) saw mixed institutional activity in the fourth quarter, highlighted by Corient Private Wealth LLC reducing its stake by 14.7% to 85,346 shares. Conversely, Auto Owners Insurance Co significantly increased its position by over 22 million shares, while HSBC Holdings and...

Bullish Signals

  • Revenue $4.71B beat estimates showing strong demand.
  • EPS $2.90 exceeded $2.77 expectations.
  • Institutional ownership reached 86.97% with major fund boosts.
  • Auto Owners increased stake by over 22 million shares.
  • Consistent dividend yield stands at 2.9%.

Bearish Signals

  • Goldman Sachs cut target from $156.00 to $150.00.
  • Bank of America lowered objective from $177.00 to $170.00.
  • Argus slashed target from $230.00 to $180.00.
  • Executives sold shares recently under pre-arranged plans.
  • Stock trades below 200-day moving average of $171.47.
15
Bullish +75

Jim Cramer on Becton, Dickinson: “I Think You Buy Some and Then You Wait” - Yahoo Finance

AI-generated analysis

Becton, Dickinson and Company (NYSE:BDX) received strong praise from Jim Cramer on Yahoo Finance's 'Mad Money' following a recent earnings report. Cramer highlighted that the medical supplies and technology giant delivered a significant beat in both top-line revenue and bottom-line profit. He noted that management...

Bullish Signals

  • Revenue and profit beat market expectations.
  • Management raised full-year earnings forecast.
  • Technology improves hospital efficiency.
  • Cramer calls price 'very inexpensive'.
  • Stock gained 6% despite market weakness.
16
Slightly Bullish +15

Should Becton Dickinson Stock Holders Look At Boston Scientific Instead? - Trefis

Earnings report Guidance raised Operational disruption AI-generated analysis

Becton Dickinson (BDX) and Boston Scientific (BSX) are being compared as investment alternatives within the healthcare sector, with BDX showing a year-to-date gain of 32.9% against the broader market. The analysis highlights that while BDX trades at a higher earnings multiple of 55.7x compared to...

Bullish Signals

  • Raised adjusted EPS forecast for fiscal 2026.
  • Stock gained 32.9% year-to-date, outpacing market.
  • Offers 2.2% dividend yield vs Boston Scientific.

Bearish Signals

  • Revenue growth drag of 200 bps in FY2027 due to Alaris challenges.
  • Q2 2026 loss led to thin net margins of only 4.0%.
17
Bullish +65

Becton Dickinson (BDX) Posts Strong AGILITY Trial Results, Is The Stock Still Below Fair Value?

Clinical trial results Leadership change Product recall AI-generated analysis

Becton Dickinson (BDX) recently released positive nine-month clinical data from the AGILITY trial for its Revello Vascular Covered Stent, which successfully met its primary endpoint in treating iliac artery disease. This development adds to a busy October for the company, characterized by a new U.S....

Bullish Signals

  • Revello Vascular Stent hit primary endpoint in AGILITY trial.
  • Secured new U.S. government manufacturing partnership.
  • Shares gained 20.28% over past 90 days.
  • 90% revenue from mid-to-high single-digit growth businesses.
  • Key platforms growing double-digits with higher gross margins.
  • Executed $2.3B share repurchases post-Waters separation.
  • Retired $2.1B debt; net leverage ~2.9x.

Bearish Signals

  • Active product recall risks reputation and sales.
  • Weakness in China threatens global revenue streams.
  • FDA actions on infection products may expand.
18
Somewhat Bullish +45

Becton Dickinson stock gains as guidance and dividend underpin valuation

AI-generated analysis

Becton, Dickinson and Company (BDX) shares rose 2.1% to close at $181.59 on the NYSE on September 14, 2026, outperforming the broader S&P 500 which fell 0.5%. The stock's gain was driven by positive earnings guidance and a declared quarterly dividend of $1.05 per share,...

Bullish Signals

  • Shares gained 2.1%, outperforming S&P 500 decline.
  • EPS beat estimates by 2.87% at $3.23.
  • FY 2026 guidance aligns with analyst forecast.
  • Declared quarterly dividend of $1.05/share.

Bearish Signals

  • Payout ratio of 126.5% suggests unsustainable dividends.
  • Legal fund accepts claims for Feb 2019-2020 buyers.
19
Somewhat Bullish +35

Becton Dickinson stock edges lower as conference highlights Alaris headwind and dividend payout

AI-generated analysis

Becton, Dickinson and Company (BDX) shares edged lower on September 8, 2026, trading at $179.10 after management highlighted a strategic shift toward a slimmer portfolio following the spin-off of Embecta and the separation of its life sciences business to Waters. At the Wells Fargo Healthcare...

Bullish Signals

  • Organic revenue grew 4.4% in Q3 2026.
  • Raised full-year guidance to upper low-single digits.
  • Absorbed $130M China price impact with positive pricing.
  • Used $2B Waters proceeds for share repurchases.
  • Declared $1.05 quarterly dividend yielding 2.3%.

Bearish Signals

  • Alaris, vaccines, and China pricing caused ~250 bps headwinds to FY26 revenue growth.
  • China value-based procurement programs negatively impacted reported revenue.
20
Bullish +65

Becton, Dickinson And Company: BD Accelerates Advanced Tissue ...

AI-generated analysis

BD (Becton, Dickinson and Company) announced the successful completion of enrollment in the PREVENT clinical trial, a significant milestone for its advanced tissue regeneration strategy. The study evaluates Phasix™ Mesh for the prevention of incisional hernias following abdominal surgery, addressing a critical unmet need where...

Bullish Signals

  • Completed PREVENT trial enrollment at 32 sites.
  • Validates Phasix™ Mesh as first-in-class resorbable solution.
  • Targets unmet need for incisional hernia prevention.
  • Strong operational execution in U.S. and Europe.