Jefferies Financial Group Cuts Becton, Dickinson and Company (NYSE:BDX) Price Target to $190.00

Becton, Dickinson and Company (NYSE:BDX) had its target price reduced by equities researchers at Jefferies Financial Group from $220.00 to $190.00 in a report released on Tuesday,Benzinga reports. The brokerage currently has a “buy” rating on the medical instruments supplier’s stock. Jefferies Financial Group’s target price indicates a potential upside of 10.84% from the stock’s previous close.

A number of other brokerages have also recently commented on BDX. Bank of America lifted their target price on shares of Becton, Dickinson and Company from $190.00 to $207.00 and gave the stock a “neutral” rating in a research report on Monday, January 5th. Stifel Nicolaus lifted their price objective 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 increased their target price on Becton, Dickinson and Company from $197.00 to $210.00 and gave the company an “overweight” rating in a report on Tuesday, December 2nd. JPMorgan Chase & Co. decreased their price target on Becton, Dickinson and Company from $190.00 to $175.00 and set a “neutral” rating on the stock in a research note on Tuesday. Finally, Royal Bank Of Canada set a $172.00 price objective on Becton, Dickinson and Company in a research report on Tuesday. Five analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, Becton, Dickinson and Company has a consensus rating of “Hold” and a consensus target price of $196.00.

Becton, Dickinson and Company Price Performance

BDX stock traded down $35.98 during mid-day trading on Tuesday, hitting $171.41. 3,135,866 shares of the stock were exchanged, compared to its average volume of 2,066,336. The business has a fifty day moving average price of $200.14 and a 200 day moving average price of $192.53. Becton, Dickinson and Company has a 12 month low of $162.29 and a 12 month high of $235.34. 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 stock has a market capitalization of $48.84 billion, a price-to-earnings ratio of 29.41, a PEG ratio of 2.32 and a beta of 0.25.

Becton, Dickinson and Company (NYSE:BDX) last announced its quarterly earnings data on Monday, February 9th. The medical instruments supplier reported $2.91 earnings per share for the quarter, beating analysts’ consensus estimates of $2.81 by $0.10. The company had revenue of $5.25 billion for the quarter, compared to analysts’ expectations of $5.15 billion. Becton, Dickinson and Company had a return on equity of 16.42% and a net margin of 7.68%.Becton, Dickinson and Company’s revenue for the quarter was up 1.6% compared to the same quarter last year. During the same period last year, the firm posted $3.43 EPS. Becton, Dickinson and Company has set its FY 2026 guidance at 12.350-12.650 EPS. On average, sell-side analysts anticipate that Becton, Dickinson and Company will post 14.43 EPS for the current year.

Becton, Dickinson and Company announced that its board has authorized a stock buyback plan on Tuesday, January 27th that permits the company to buyback $10.00 million in outstanding shares. This buyback authorization permits the medical instruments supplier to repurchase up to 0% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s board believes its stock is undervalued.

Insider Activity

In other news, EVP Michael David Garrison sold 1,610 shares of the stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $207.46, for a total value of $334,010.60. Following the completion of the transaction, the executive vice president owned 12,095 shares of the company’s stock, valued at approximately $2,509,228.70. This represents a 11.75% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Over the last three months, insiders sold 2,463 shares of company stock valued at $501,530. 0.40% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Becton, Dickinson and Company

Institutional investors have recently added to or reduced their stakes in the company. Crux Wealth Advisors increased its stake in shares of Becton, Dickinson and Company by 0.8% in the 4th quarter. Crux Wealth Advisors now owns 6,297 shares of the medical instruments supplier’s stock worth $1,222,000 after acquiring an additional 49 shares in the last quarter. Larson Financial Group LLC boosted its stake in Becton, Dickinson and Company by 1.7% during the fourth quarter. Larson Financial Group LLC now owns 3,230 shares of the medical instruments supplier’s stock worth $627,000 after acquiring an additional 53 shares in the last quarter. Camelot Portfolios LLC grew its holdings in Becton, Dickinson and Company by 1.5% in the fourth quarter. Camelot Portfolios LLC now owns 3,545 shares of the medical instruments supplier’s stock worth $688,000 after purchasing an additional 54 shares during the period. McElhenny Sheffield Capital Management LLC lifted its holdings in shares of Becton, Dickinson and Company by 3.6% during the fourth quarter. McElhenny Sheffield Capital Management LLC now owns 1,590 shares of the medical instruments supplier’s stock valued at $309,000 after purchasing an additional 55 shares during the last quarter. Finally, Gilbert & Cook Inc. lifted its holdings in shares of Becton, Dickinson and Company by 2.0% during the second quarter. Gilbert & Cook Inc. now owns 2,844 shares of the medical instruments supplier’s stock valued at $490,000 after purchasing an additional 56 shares during the last quarter. Institutional investors own 86.97% of the company’s stock.

Key Headlines Impacting Becton, Dickinson and Company

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

• Positive Sentiment: BDX beat the quarter: adjusted Q1 EPS $2.91 vs. consensus ~$2.81 and revenue ~$5.25B (slightly above estimates). Beat and margin improvement are supportive for the stock. BD Reports First Quarter Fiscal 2026 Financial Results
• Positive Sentiment: Spin‑off / transaction closed: BD completed the combination of its Biosciences & Diagnostic Solutions business with Waters, and outlined $4B of planned cash deployment — a catalyst for capital returns or debt reduction. BD Completes Combination with Waters
• Positive Sentiment: New/renewed analyst support and insider activity: Barclays initiated coverage with an Overweight and $202 PT, and there are recent insider bullish bets reported — both can lend buying interest. Barclays Overweight Coverage
• Neutral Sentiment: Debt tender offers announced: BD has commenced tender offers for certain outstanding debt securities — a balance‑sheet / liability management move that’s neutral-to-positive depending on execution. Tender Offers for Debt Securities
• Neutral Sentiment: Revenue restatement note: analysts flagged a revenue restatement but say earnings outlook is intact — watch for any follow‑up detail that could affect confidence. TipRanks on Revenue Restatement
• Negative Sentiment: Tightened FY‑2026 EPS guidance: management set New BD EPS guidance $12.35–$12.65, below street expectations (~$14.8), reflecting the spin‑off impact — the main driver of downward pressure. Reuters: Cuts Annual Profit Forecast
• Negative Sentiment: Multiple analyst price‑target trims / neutralations: JPMorgan trimmed PT to $175 (maintained Neutral), Wells Fargo cut to $157 (Equal Weight) and others reduced targets — these updates reduce buy‑side conviction near term. MarketScreener: JPMorgan Adjusts PT
• Negative Sentiment: Market reaction: shares dipped despite the quarter — indicating the lower FY outlook and analyst actions are outweighing the beat for now. Zacks: Stock Dips Despite Beat

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.