Becton, Dickinson and Company $BDX Shares Sold by Tandem Investment Advisors Inc.

Tandem Investment Advisors Inc. lessened its stake in Becton, Dickinson and Company (NYSE:BDX) by 1.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 269,890 shares of the medical instruments supplier’s stock after selling 5,128 shares during the period. Becton, Dickinson and Company accounts for approximately 1.7% of Tandem Investment Advisors Inc.’s portfolio, making the stock its 26th largest position. Tandem Investment Advisors Inc. owned approximately 0.09% of Becton, Dickinson and Company worth $50,515,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. SOA Wealth Advisors LLC. lifted its stake in Becton, Dickinson and Company by 256.8% in the third quarter. SOA Wealth Advisors LLC. now owns 132 shares of the medical instruments supplier’s stock valued at $25,000 after buying an additional 95 shares during the last quarter. Activest Wealth Management increased its stake in Becton, Dickinson and Company by 285.3% in the 3rd quarter. Activest Wealth Management now owns 131 shares of the medical instruments supplier’s stock valued at $25,000 after buying an additional 97 shares during the period. Bell Investment Advisors Inc increased its stake in shares of Becton, Dickinson and Company by 474.1% during the second quarter. Bell Investment Advisors Inc now owns 155 shares of the medical instruments supplier’s stock worth $27,000 after acquiring an additional 128 shares during the period. Grey Fox Wealth Advisors LLC acquired a new position in Becton, Dickinson and Company during the 3rd quarter worth approximately $32,000. Finally, Bank of Jackson Hole Trust grew its holdings in Becton, Dickinson and Company by 85.6% during the second quarter. Bank of Jackson Hole Trust now owns 206 shares of the medical instruments supplier’s stock worth $35,000 after acquiring an additional 95 shares during the period. Institutional investors and hedge funds own 86.97% of the company’s stock.

Becton, Dickinson and Company News Summary

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

• Positive Sentiment: Board approved an additional $10 million share repurchase authorization (company has completed ~ $250M YTD), which can modestly support EPS and signals management confidence despite the program’s small size relative to the ~$57B market cap. Becton, Dickinson and Company Board Declares Share Repurchase Plan
• Positive Sentiment: Board declared a quarterly dividend of $1.05 per share (payable Mar 31; ex?dividend Mar 10), supporting income investors and reinforcing cash?return discipline (annualized yield ~2.1%). BD Board Declares Dividend, Authorizes Repurchases
• Positive Sentiment: BD and Envetec demonstrated a closed?loop recycling solution for common lab plastics — a sustainability initiative that could reduce waste/costs and support procurement wins with health systems focused on ESG. BD and Envetec Demonstrate Closed-Loop Recycling Solution
• Neutral Sentiment: Analyst roundup shows mixed but generally supportive views (several price target increases and a consensus “Hold”); useful for medium?term sentiment but not an immediate catalyst. The Analyst Verdict: Becton Dickinson
• Neutral Sentiment: Valuation/valuation?gap analysis pieces debate whether BDX’s P/E premium vs. cash?flow value is justified — this framing can influence longer?term positioning by value investors but doesn’t create immediate operational change. Is Becton Dickinson (BDX) Pricing Reflect The Gap Between Cash Flow Value And P/E Multiple
• Neutral Sentiment: BD is scheduled to release quarterly earnings soon; results and any guidance updates are the clearest near?term catalysts that could cause volatility. BD to Release Quarterly Earnings
• Negative Sentiment: Insider selling: EVP Michael Feld sold 75 shares (~$15.2k) on Jan 26. The sale is very small relative to his holdings and the firm’s float, so impact is likely minimal but may be noted by short?term traders. Michael Feld Sells 75 Shares

Becton, Dickinson and Company Stock Performance

Shares of BDX opened at $201.27 on Friday. The firm has a market cap of $57.34 billion, a price-to-earnings ratio of 34.52, a PEG ratio of 2.23 and a beta of 0.23. The business’s 50 day moving average is $198.32 and its two-hundred day moving average is $191.05. 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 has a 52-week low of $162.29 and a 52-week high of $251.99.

Becton, Dickinson and Company (NYSE:BDX) last announced its quarterly earnings data on Thursday, November 6th. The medical instruments supplier reported $3.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.92 by $0.04. Becton, Dickinson and Company had a return on equity of 16.42% and a net margin of 7.68%.The firm had revenue of $5.89 billion for the quarter, compared to analysts’ expectations of $5.91 billion. During the same quarter in the prior year, the firm posted $3.81 earnings per share. Becton, Dickinson and Company’s revenue for the quarter was up 8.3% compared to the same quarter last year. Becton, Dickinson and Company has set its FY 2026 guidance at 14.750-15.050 EPS. Analysts forecast 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 declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 10th will be paid a $1.05 dividend. The ex-dividend date of this dividend is Tuesday, March 10th. This represents a $4.20 annualized dividend and a dividend yield of 2.1%. Becton, Dickinson and Company’s dividend payout ratio is presently 72.04%.

Becton, Dickinson and Company declared that its Board of Directors has authorized a share buyback program on Tuesday, January 27th that authorizes the company to repurchase $10.00 million in outstanding shares. This repurchase authorization authorizes the medical instruments supplier to buy up to 0% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s management believes its stock is undervalued.

Wall Street Analyst Weigh In

Several brokerages have weighed in on BDX. Jefferies Financial Group upped their target price on shares of Becton, Dickinson and Company from $215.00 to $220.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. Bank of America boosted their price target on Becton, Dickinson and Company from $190.00 to $207.00 and gave the stock a “neutral” rating in a report on Monday, January 5th. Piper Sandler upped their price objective on shares of Becton, Dickinson and Company from $190.00 to $205.00 and gave the company a “neutral” rating in a research note on Wednesday. Wall Street Zen downgraded Becton, Dickinson and Company from a “buy” rating to a “hold” rating in a research report on Saturday, November 8th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Becton, Dickinson and Company in a research note on Wednesday, October 8th. Four 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 an average price target of $209.00.

Insider Transactions at Becton, Dickinson and Company

In other news, EVP Michael David Garrison sold 1,610 shares of Becton, Dickinson and Company stock in a transaction 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 transaction, the executive vice president directly owned 12,095 shares in the company, valued at approximately $2,509,228.70. This trade represents a 11.75% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Bertram L. Scott sold 217 shares of Becton, Dickinson and Company 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 transaction, the director directly owned 35,816 shares in the company, valued at approximately $6,324,389.28. The trade was a 0.60% 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 valued at $539,848 in the last quarter. 0.40% of the stock is currently owned by insiders.

Becton, Dickinson and 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.