Becton, Dickinson and Company (NYSE:BDX) Releases FY 2026 Earnings Guidance

Becton, Dickinson and Company (NYSE:BDX) updated its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 12.350-12.650 for the period, compared to the consensus EPS estimate of 14.810. The company issued revenue guidance of -.

Becton, Dickinson and Company Stock Down 1.0%

Shares of NYSE BDX opened at $204.50 on Monday. Becton, Dickinson and Company has a 12-month low of $162.29 and a 12-month high of $235.34. The company has a market capitalization of $58.26 billion, a PE ratio of 35.08, a price-to-earnings-growth ratio of 2.32 and a beta of 0.25. 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 firm’s 50-day moving average is $199.83 and its two-hundred day moving average is $192.36.

Becton, Dickinson and Company (NYSE:BDX) last announced its quarterly earnings results on Monday, February 9th. The medical instruments supplier reported $2.91 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.82 by $0.09. The company 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%.The firm’s quarterly revenue was up 1.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.43 EPS. Becton, Dickinson and Company has set its FY 2026 guidance at 12.350-12.650 EPS. Equities analysts anticipate that Becton, Dickinson and Company will post 14.43 EPS for the current fiscal year.

Becton, Dickinson and Company Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 10th will be given a $1.05 dividend. The ex-dividend date is Tuesday, March 10th. This represents a $4.20 annualized dividend and a yield of 2.1%. Becton, Dickinson and Company’s payout ratio is 72.04%.

Becton, Dickinson and Company announced that its Board of Directors has approved a share repurchase plan on Tuesday, January 27th that authorizes the company to buyback $10.00 million in shares. This buyback authorization authorizes the medical instruments supplier to reacquire up to 0% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board believes its shares are undervalued.

Analysts Set New Price Targets

A number of brokerages recently issued reports on BDX. Stifel Nicolaus lifted their target price on Becton, Dickinson and Company from $210.00 to $215.00 and gave the stock a “buy” rating in a report on Wednesday, January 7th. Morgan Stanley boosted their price objective on Becton, Dickinson and Company from $197.00 to $210.00 and gave the stock an “overweight” rating in a report on Tuesday, December 2nd. Bank of America upped their price objective on shares of Becton, Dickinson and Company from $190.00 to $207.00 and gave the company a “neutral” rating in a research note on Monday, January 5th. Piper Sandler boosted their price target on shares of Becton, Dickinson and Company from $190.00 to $205.00 and gave the company a “neutral” rating in a report on Wednesday, January 28th. Finally, Jefferies Financial Group raised their price objective on shares of 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. Five research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $213.36.

Insiders Place Their Bets

In other Becton, Dickinson and Company news, EVP Michael David Garrison sold 1,610 shares of the stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $207.46, for a total value of $334,010.60. Following the completion of the sale, the executive vice president owned 12,095 shares in the company, valued at $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 available through this hyperlink. In the last quarter, insiders have sold 2,463 shares of company stock valued at $501,530. 0.40% of the stock is currently owned by corporate insiders.

Key Becton, Dickinson and Company News

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

• Positive Sentiment: Q1 results topped estimates — adjusted EPS $2.91 vs. consensus $2.82 and revenue roughly $5.25B vs. ~$5.15B, showing operating resilience despite year‑over‑year EPS decline. BDX Q1 beat (Zacks)
• Positive Sentiment: BD completed the spin‑off/combination of its Biosciences & Diagnostic Solutions business with Waters Corporation — a strategic move that refocuses BDX on core medical technology and crystallizes value from the separated business. BD completes combination with Waters (PR Newswire)
• Positive Sentiment: Insiders placed bullish option bets (~$1.36M), signaling some confidence from company insiders following the results and transaction. Insider bullish bets (Yahoo Finance)
• Neutral Sentiment: Company affirmed FY‑26 revenue growth guidance and provided adjusted diluted EPS guidance for New BD in its Q1 release; investors must parse New BD metrics separate from the spun business. Q1 financial results and guidance (PR Newswire)
• Neutral Sentiment: An analyst note flagged a revenue restatement but left the earnings outlook intact and maintained a Hold rating (PT $207), suggesting mixed sell‑side conviction. Analyst: Hold maintained (TipRanks)
• Negative Sentiment: Management set FY‑2026 EPS guidance for New BD at $12.350–$12.650, well below the prior consensus (~$14.81), which is the primary reason share weakness is dominating the reaction. Guidance and Q1 release (PR Newswire)
• Negative Sentiment: Market reaction — coverage noted shares fell roughly 3% as the guidance shortfall outweighed the quarter’s beat, indicating investors are focused on FY‑26 profitability for the restructured company. Shares fall after guidance (Investing.com)

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. Brighton Jones LLC raised its position in Becton, Dickinson and Company by 98.2% during the fourth quarter. Brighton Jones LLC now owns 1,770 shares of the medical instruments supplier’s stock valued at $401,000 after acquiring an additional 877 shares in the last quarter. Empowered Funds LLC boosted its holdings in Becton, Dickinson and Company by 20.4% in the first quarter. Empowered Funds LLC now owns 7,977 shares of the medical instruments supplier’s stock worth $1,827,000 after purchasing an additional 1,354 shares in the last quarter. United Bank raised its holdings in Becton, Dickinson and Company by 23.9% during the second quarter. United Bank now owns 5,149 shares of the medical instruments supplier’s stock valued at $887,000 after buying an additional 993 shares in the last quarter. Marshall Wace LLP increased its holdings in shares of Becton, Dickinson and Company by 365.1% during the 2nd quarter. Marshall Wace LLP now owns 31,876 shares of the medical instruments supplier’s stock valued at $5,491,000 after acquiring an additional 25,022 shares during the last quarter. Finally, NewEdge Advisors LLC raised its stake in shares of Becton, Dickinson and Company by 34.7% in the 2nd quarter. NewEdge Advisors LLC now owns 23,501 shares of the medical instruments supplier’s stock valued at $4,048,000 after acquiring an additional 6,058 shares in the last quarter. Hedge funds and other institutional investors own 86.97% of the company’s stock.

About Becton, Dickinson and Company

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.