Becton, Dickinson and Company $BDX Shares Sold by M&T Bank Corp

Key Points

• M&T Bank Corp cut its stake in Becton, Dickinson by 86.7%, selling 42,727 shares and leaving 6,562 shares worth about $1.27 million, while institutional investors still own roughly 87% of the stock.
• BDX reported an EPS beat ($2.91 vs. $2.81) but a material revenue miss ($4.49B vs. $5.15B), and FY‑2026 EPS guidance (12.35–12.65) was roughly in line with consensus, prompting analyst target cuts and mixed sentiment that has weighed on the stock.
• The board authorized a small $10 million buyback and declared a quarterly dividend of $1.05 (2.9% yield), yet shares are trading below the 50‑ and 200‑day moving averages and were down about 2.8% on the report.

M&T Bank Corp reduced its stake in shares of Becton, Dickinson and Company (NYSE:BDX - Free Report) by 86.7% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 6,562 shares of the medical instruments supplier's stock after selling 42,727 shares during the period. M&T Bank Corp's holdings in Becton, Dickinson and Company were worth $1,273,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Crux Wealth Advisors raised its holdings in shares of Becton, Dickinson and Company by 0.8% in the fourth quarter. Crux Wealth Advisors now owns 6,297 shares of the medical instruments supplier's stock valued at $1,222,000 after buying an additional 49 shares during the last quarter. McElhenny Sheffield Capital Management LLC raised its holdings in shares of Becton, Dickinson and Company by 3.6% in 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 buying an additional 55 shares during the last quarter. Phillips Wealth Planners LLC raised its holdings in shares of Becton, Dickinson and Company by 2.7% in the third quarter. Phillips Wealth Planners LLC now owns 2,241 shares of the medical instruments supplier's stock valued at $430,000 after buying an additional 58 shares during the last quarter. PDS Planning Inc raised its holdings in shares of Becton, Dickinson and Company by 3.6% in the fourth quarter. PDS Planning Inc now owns 1,678 shares of the medical instruments supplier's stock valued at $326,000 after buying an additional 58 shares during the last quarter. Finally, Union Bancaire Privee UBP SA raised its holdings in shares of Becton, Dickinson and Company by 25.7% in the fourth quarter. Union Bancaire Privee UBP SA now owns 289 shares of the medical instruments supplier's stock valued at $56,000 after buying an additional 59 shares during the last quarter. 86.97% of the stock is owned by institutional investors and hedge funds.

Becton, Dickinson and Company Trading Down 2.8%

Shares of Becton, Dickinson and Company stock opened at $145.27 on Thursday. Becton, Dickinson and Company has a 52-week low of $127.59 and a 52-week high of $187.35. The company has a quick ratio of 0.58, a current ratio of 1.05 and a debt-to-equity ratio of 0.67. The company's 50-day simple moving average is $161.35 and its 200-day simple moving average is $182.22. The firm has a market cap of $41.36 billion, a price-to-earnings ratio of 23.70, a price-to-earnings-growth ratio of 10.68 and a beta of 0.29.

Becton, Dickinson and Company (NYSE:BDX - Get Free Report) last issued its earnings results on Monday, February 9th. The medical instruments supplier reported $2.91 earnings per share for the quarter, topping the consensus estimate of $2.81 by $0.10. Becton, Dickinson and Company had a net margin of 8.01% and a return on equity of 15.76%. The company had revenue of $4.49 billion for the quarter, compared to analyst estimates of $5.15 billion. During the same period in the prior year, the business posted $3.43 earnings per share. The firm's revenue for the quarter was up 1.6% compared to the same quarter last year. Becton, Dickinson and Company has set its FY 2026 guidance at 12.350-12.650 EPS. As a group, equities research analysts anticipate that Becton, Dickinson and Company will post 12.56 earnings per share for the current year.

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

Becton, Dickinson and Company Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Tuesday, June 9th will be given a dividend of $1.05 per share. This represents a $4.20 annualized dividend and a yield of 2.9%. The ex-dividend date is Tuesday, June 9th. Becton, Dickinson and Company's dividend payout ratio is presently 68.52%.

Key Headlines Impacting Becton, Dickinson and Company

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

• Positive Sentiment: BD launched the BD® CentroVena One™ all‑in‑one central venous catheter insertion system — a first‑of‑its‑kind commercial product that can drive adoption in acute care and supports BD’s interventional/vascular access growth story. BD CentroVena One launch
• Positive Sentiment: The Board declared a quarterly dividend of $1.05 (payable June 30), maintaining yield and signaling continued cash return to shareholders. That supports income-minded holders and underpins the stock’s defensive appeal. Dividend announcement
• Neutral Sentiment: BD’s latest quarter showed an EPS beat but a material revenue miss; FY‑2026 EPS guidance (12.35–12.65) is roughly in line with consensus — mixed fundamentals that leave valuation and execution the focus. Quarterly results & guidance
• Neutral Sentiment: Market commentary is debating whether recent share weakness is a buying opportunity; some analysts maintain buy ratings while several have lowered targets, so sentiment is split. Is It Time To Reconsider BDX?
• Negative Sentiment: Revenue shortfall and subsequent analyst target cuts/“hold” adjustments have likely triggered selling — these are the primary near‑term drivers of share weakness. Analyst coverage & price targets
• Negative Sentiment: Technical pressure: shares are trading below the 50‑ and 200‑day moving averages, which can accelerate outflows from trend‑sensitive funds. Stock technicals
• Negative Sentiment: A small insider sale (EVP sold 74 shares under a Rule 10b5‑1 plan) was disclosed; the transaction is routine and pre‑arranged but can be cited by short‑term traders as a negative signal. Insider sale disclosure

Insiders Place Their Bets

In other Becton, Dickinson and Company news, Director Bertram L. Scott sold 953 shares of the company's stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $182.61, for a total transaction of $174,027.33. Following the transaction, the director directly owned 36,763 shares in the company, valued at approximately $6,713,291.43. This represents a 2.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Insiders have sold 1,102 shares of company stock worth $198,909 in the last quarter. Corporate insiders own 0.40% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on BDX shares. Piper Sandler reduced their target price on shares of Becton, Dickinson and Company from $170.00 to $159.00 and set a "neutral" rating for the company in a report on Friday, April 17th. Jefferies Financial Group reduced their target price on shares of Becton, Dickinson and Company from $220.00 to $190.00 and set a "buy" rating for the company in a report on Tuesday, February 10th. Wells Fargo & Company reduced their target price on shares of Becton, Dickinson and Company from $184.00 to $157.00 and set an "equal weight" rating for the company in a report on Tuesday, February 10th. Royal Bank Of Canada set a $175.00 target price on shares of Becton, Dickinson and Company in a report on Tuesday, April 14th. Finally, Stifel Nicolaus upped 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 report on Wednesday, January 7th. Six analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus target price of $189.08.

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.

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