Becton, Dickinson and Company

(New York Stock Exchange)
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Somewhat Bullish +45

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

AI-generated analysis

πŸ“ˆ Howe & Rusling Inc. increased its BDX stake by 32.8% to 32,547 shares worth $5.1 million in Q1.

πŸ“ˆ Vanguard Group boosted holdings by 13.0% to 36.68 million shares valued at $7.1 billion in Q4.

πŸ“ˆ Wellington Management and Auto Owners Insurance Co significantly increased stakes, with the latter adding over 40 million shares.

πŸ“Š BDX reported Q2 EPS of $2.90, beating the consensus estimate of $2.77 by $0.13.

πŸ’° Revenue reached $4.71 billion, up 5.2% year-over-year against analyst expectations of $4.67 billion.

πŸ“… The company set FY 2026 EPS guidance between $12.52 and $12.72.

πŸ’Έ A quarterly dividend of $1.05 was paid on June 30th, resulting in a 2.7% yield.

πŸ“‰ CEO Thomas E. Polen, Jr. sold 2,764 shares for $404,511 under a Rule 10b5-1 plan.

πŸ“‰ EVP Michael David Garrison sold 1,100 shares for $160,226 under a pre-arranged trading plan.

🏦 Institutional investors own 86.97% of the company's outstanding stock.

🎯 The consensus analyst rating is 'Hold' with an average price target of $181.00.

πŸ“‰ TD Cowen lowered its price target to $163.00 and assigned a 'Hold' rating in May.

Bullish Signals
  • BDX reported earnings per share of $2.90, which beat the consensus estimate of $2.77 by $0.13.
  • Revenue for the quarter was $4.71 billion, exceeding analyst expectations of $4.67 billion.
  • The company achieved a 5.2% year-over-year revenue growth compared to the same quarter last year.
  • Zacks Research upgraded the stock from a 'strong sell' rating to a 'hold' rating.
  • Evercore increased its price objective from $180.00 to $190.00.
  • Barlifted its target price from $202.00 to $204.00 and assigned an 'overweight' rating.
  • The company paid a quarterly dividend of $1.05, providing a 2.7% yield to shareholders.
  • Institutional ownership remains robust at 86.97%, indicating strong investor confidence.
Risk Factors
  • TD Cowen lowered its price target from $189.00 to $163.00 and assigned a 'hold' rating.
  • The stock is trading below its 200-day simple moving average of $169.33.
  • Corporate insiders sold a total of 5,188 shares valued at $765,120 over the last ninety days.
  • The dividend payout ratio is 106.33%, indicating the company is paying out more in dividends than its current earnings generate.
Full 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 Management, and Auto Owners Insurance Co also boosted their holdings substantially, with institutional ownership now standing at 86.97%. Analyst sentiment remains mixed but generally stable, with a consensus rating of 'Hold' and an average price target of $181.00. Recent upgrades from Zacks Research and Barclays alongside price target increases from Evercore contrast with a downgrade from TD Cowen. The stock currently trades at a market cap of $43.56 billion with a P/E ratio of 40.02, trading above its 50-day moving average but below its 200-day average. Financially, BDX reported strong quarterly results in May, beating earnings estimates with $2.90 EPS and revenue of $4.71 billion, representing a 5.2% year-over-year increase. The company has set full-year 2026 guidance between $12.52 and $12.72 per share. Additionally, the firm recently paid a quarterly dividend of $1.05 per share, yielding 2.7%, though the payout ratio is elevated at 106.33%. Executive trading activity saw both EVP Michael David Garrison and CEO Thomas E. Polen, Jr. sell shares under pre-arranged Rule 10b5-1 plans in June. Garrison sold 1,100 shares for $160,226, while Polen sold 2,764 shares for $404,511. These transactions reduced their individual holdings slightly but were executed as part of established trading plans rather than immediate market reactions.