Great Lakes Advisors LLC Has $40.95 Million Stock Position in Becton, Dickinson and Company $BDX

Great Lakes Advisors LLC cut its holdings in Becton, Dickinson and Company (NYSE:BDX) by 1.2% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 218,800 shares of the medical instruments supplier’s stock after selling 2,714 shares during the quarter. Great Lakes Advisors LLC owned approximately 0.08% of Becton, Dickinson and Company worth $40,954,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC grew its stake in shares of Becton, Dickinson and Company by 98.2% in the 4th quarter. Brighton Jones LLC now owns 1,770 shares of the medical instruments supplier’s stock worth $401,000 after acquiring an additional 877 shares in the last quarter. RiverGlades Family Offices LLC purchased a new position in Becton, Dickinson and Company during the second quarter worth about $344,000. Strs Ohio increased its stake in Becton, Dickinson and Company by 31.7% in the 3rd quarter. Strs Ohio now owns 301,430 shares of the medical instruments supplier’s stock valued at $56,419,000 after buying an additional 72,626 shares during the last quarter. Covea Finance lifted its position in shares of Becton, Dickinson and Company by 10.7% during the 3rd quarter. Covea Finance now owns 78,847 shares of the medical instruments supplier’s stock worth $14,758,000 after buying an additional 7,610 shares in the last quarter. Finally, B. Riley Wealth Advisors Inc. bought a new position in shares of Becton, Dickinson and Company in the second quarter valued at approximately $983,000. Institutional investors own 86.97% of the company’s stock.

Key Becton, Dickinson and Company News

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

• Positive Sentiment: Board set the record date (Feb 5) and distribution/close date (Feb 9) for the spin-off of BD’s Biosciences & Diagnostic Solutions business — a material corporate action that can unlock value separation and clarify BD’s portfolio for investors. Read More.
• Positive Sentiment: Waters Corporation shareholders approved the combination with BD’s Biosciences & Diagnostic Solutions unit, clearing a regulatory/transactional step that advances the planned deal underpinning the spin-off strategy. Read More.
• Positive Sentiment: Board declared a $1.05 quarterly dividend (payable Mar 31; record/ex-div Mar 10), supporting income investors and signaling cash-return discipline. Read More.
• Positive Sentiment: Authorized an additional $10 million in share repurchases and reported ~$250M repurchased YTD — a constructive buyback signal although the new authorization is small relative to BD’s ~$57B market cap. Read More.
• Positive Sentiment: Launched BD Research Cloud 7.0 featuring AI-powered tools for flow cytometry — product innovation that may support recurring software/service revenue and strengthen diagnostics positioning. Read More.
• Positive Sentiment: Partnered with Envetec to demonstrate closed-loop recycling for laboratory plastics — a sustainability/ESG initiative that can reduce waste and appeal to healthcare customers focused on lifecycle impact. Read More.
• Neutral Sentiment: BD will release fiscal Q1 results and host a management webcast — an upcoming catalyst that could drive short-term volatility depending on revenue, margins, and spin-off-related commentary. Read More.
• Neutral Sentiment: Analyst and media pieces reiterate BD as a long-term value/defensive healthcare name vs. peers — supportive for sentiment but not an immediate price mover. Read More.
• Negative Sentiment: Insider sale: EVP Michael Feld sold 75 shares (~$15.2k) on Jan 26 — a very small reduction (0.45% of his holding) unlikely to change fundamentals but sometimes cited by short-term traders. Read More.

Analysts Set New Price Targets

A number of brokerages have issued reports on BDX. Jefferies Financial Group upped their price objective on Becton, Dickinson and Company from $215.00 to $220.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Weiss Ratings restated a “hold (c-)” rating on shares of Becton, Dickinson and Company in a research report on Wednesday, October 8th. Stifel Nicolaus boosted their target price on shares of Becton, Dickinson and Company from $210.00 to $215.00 and gave the company a “buy” rating in a research note on Wednesday, January 7th. Piper Sandler lifted their price target on shares of Becton, Dickinson and Company from $190.00 to $205.00 and gave the stock a “neutral” rating in a report on Wednesday. Finally, Morgan Stanley increased their price target on Becton, Dickinson and Company from $197.00 to $210.00 and gave the stock an “overweight” rating in a research note on Tuesday, December 2nd. Four research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, Becton, Dickinson and Company currently has an average rating of “Hold” and a consensus price target of $209.00.

Insider Transactions at Becton, Dickinson and Company

In other Becton, Dickinson and Company news, Director Bertram L. Scott sold 217 shares of the firm’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $176.58, for a total value of $38,317.86. Following the sale, the director owned 35,816 shares of the company’s stock, valued at $6,324,389.28. This trade represents a 0.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Michael David Garrison sold 1,610 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $207.46, for a total transaction of $334,010.60. Following the completion of the transaction, the executive vice president owned 12,095 shares in the company, valued at approximately $2,509,228.70. This trade represents a 11.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 2,680 shares of company stock worth $539,848 over the last 90 days. Corporate insiders own 0.40% of the company’s stock.

Becton, Dickinson and Company Stock Down 0.8%

BDX stock opened at $201.81 on Thursday. The stock has a 50-day simple moving average of $198.08 and a two-hundred day simple moving average of $190.98. Becton, Dickinson and Company has a twelve month low of $162.29 and a twelve month high of $251.99. The firm has a market capitalization of $57.50 billion, a PE ratio of 34.62, a PEG ratio of 2.25 and a beta of 0.23. The company has a quick ratio of 0.64, a current ratio of 1.11 and a debt-to-equity ratio of 0.69.

Becton, Dickinson and Company (NYSE:BDX) last released its quarterly earnings data on Thursday, November 6th. The medical instruments supplier reported $3.96 EPS for the quarter, beating analysts’ consensus estimates of $3.92 by $0.04. The company had revenue of $5.89 billion during the quarter, compared to analyst estimates of $5.91 billion. Becton, Dickinson and Company had a net margin of 7.68% and a return on equity of 16.42%. Becton, Dickinson and Company’s revenue was up 8.3% compared to the same quarter last year. During the same period last year, the business earned $3.81 earnings per share. Becton, Dickinson and Company has set its FY 2026 guidance at 14.750-15.050 EPS. On average, equities analysts predict that Becton, Dickinson and Company will post 14.43 EPS for the current fiscal year.

Becton, Dickinson and Company Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 10th will be paid a dividend of $1.05 per share. The ex-dividend date of this dividend is Tuesday, March 10th. This represents a $4.20 annualized dividend and a yield of 2.1%. Becton, Dickinson and Company’s dividend payout ratio (DPR) is currently 72.04%.

Becton, Dickinson and Company declared that its Board of Directors has authorized a share 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 often an indication that the company’s management believes its stock is undervalued.

Becton, Dickinson and Company Company Profile

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.