Becton, Dickinson and Company $BDX Shares Sold by Hardman Johnston Global Advisors LLC

Key Points

• Hardman Johnston Global Advisors cut its stake in Becton, Dickinson (BDX) by 14.2% in Q4, selling 9,375 shares and retaining 56,697 shares worth about $11.0 million.
• BDX reported Q results with EPS of $2.91 (beating estimates by $0.10) but revenue of $4.49B missed expectations, set FY2026 guidance at $12.35–$12.65 EPS, and carries a consensus "Hold" rating with an average target of $189.69.
• Insiders have sold 2,713 shares (~$536,881) in the last 90 days—including EVP Michael Garrison and Director Bertram Scott—while institutional investors own roughly 86.97% of the company.

Hardman Johnston Global Advisors LLC decreased its stake in shares of Becton, Dickinson and Company (NYSE:BDX - Free Report) by 14.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 56,697 shares of the medical instruments supplier's stock after selling 9,375 shares during the quarter. Hardman Johnston Global Advisors LLC's holdings in Becton, Dickinson and Company were worth $11,003,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Crux Wealth Advisors lifted its position in Becton, Dickinson and Company by 0.8% during the fourth quarter. Crux Wealth Advisors now owns 6,297 shares of the medical instruments supplier's stock worth $1,222,000 after buying an additional 49 shares in the last quarter. McElhenny Sheffield Capital Management LLC lifted its position in 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 worth $309,000 after buying an additional 55 shares in the last quarter. Focus Financial Network Inc. lifted its position in Becton, Dickinson and Company by 2.2% during the third quarter. Focus Financial Network Inc. now owns 2,692 shares of the medical instruments supplier's stock worth $504,000 after buying an additional 58 shares in the last quarter. Phillips Wealth Planners LLC lifted its position in Becton, Dickinson and Company by 2.7% during the third quarter. Phillips Wealth Planners LLC now owns 2,241 shares of the medical instruments supplier's stock worth $430,000 after buying an additional 58 shares in the last quarter. Finally, Union Bancaire Privee UBP SA lifted its position in Becton, Dickinson and Company by 25.7% during the fourth quarter. Union Bancaire Privee UBP SA now owns 289 shares of the medical instruments supplier's stock worth $56,000 after buying an additional 59 shares in the last quarter. Hedge funds and other institutional investors own 86.97% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the company. Piper Sandler restated a "neutral" rating and issued a $170.00 target price (down from $205.00) on shares of Becton, Dickinson and Company in a research report on Tuesday, February 10th. TD Cowen lifted their target price on Becton, Dickinson and Company from $183.00 to $189.00 and gave the company a "hold" rating in a research report on Wednesday, February 11th. Stifel Nicolaus lifted their target price on Becton, Dickinson and Company from $210.00 to $215.00 and gave the company a "buy" rating in a research report on Wednesday, January 7th. Argus cut their price objective on Becton, Dickinson and Company from $230.00 to $180.00 and set a "buy" rating on the stock in a report on Monday, March 23rd. Finally, Bank of America boosted their price objective on Becton, Dickinson and Company from $190.00 to $207.00 and gave the company a "neutral" rating in a report on Monday, January 5th. Six investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and an average target price of $189.69.

Insider Activity

In other news, EVP Michael David Garrison sold 1,610 shares of the company's stock in a transaction dated 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 directly 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Bertram L. Scott sold 953 shares of the company's stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $182.61, for a total value of $174,027.33. Following the transaction, the director directly owned 36,763 shares of the company's stock, valued at approximately $6,713,291.43. This represents a 2.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 2,713 shares of company stock valued at $536,881. Insiders own 0.40% of the company's stock.

Becton, Dickinson and Company Trading Down 0.1%

BDX opened at $154.07 on Monday. Becton, Dickinson and Company has a 12 month low of $127.59 and a 12 month high of $187.35. The stock has a market capitalization of $43.87 billion, a price-to-earnings ratio of 25.13, a PEG ratio of 10.97 and a beta of 0.29. The company has a debt-to-equity ratio of 0.67, a current ratio of 1.05 and a quick ratio of 0.58. The business has a fifty day moving average price of $170.95 and a 200 day moving average price of $185.36.

Becton, Dickinson and Company (NYSE:BDX - Get Free Report) last released its earnings results on Monday, February 9th. The medical instruments supplier reported $2.91 EPS for the quarter, topping the consensus estimate of $2.81 by $0.10. Becton, Dickinson and Company had a return on equity of 15.76% and a net margin of 8.01%.The firm had revenue of $4.49 billion during the quarter, compared to analysts' expectations of $5.15 billion. During the same period in the previous year, the firm posted $3.43 EPS. Becton, Dickinson and Company's revenue for the quarter was up 1.6% on a year-over-year basis. Becton, Dickinson and Company has set its FY 2026 guidance at 12.350-12.650 EPS. Sell-side analysts expect that Becton, Dickinson and Company will post 14.43 earnings per share for the current fiscal year.

Becton, Dickinson and Company Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Tuesday, March 10th were paid a dividend of $1.05 per share. This represents a $4.20 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend was Tuesday, March 10th. Becton, Dickinson and Company's payout ratio is presently 68.52%.

Becton, Dickinson and Company declared that its board has initiated a stock buyback program on Tuesday, January 27th that allows the company to buyback $10.00 million in shares. This buyback authorization allows the medical instruments supplier to purchase up to 0% of its shares through open market purchases. Shares buyback programs are generally an indication that the company's board 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.

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