Becton, Dickinson and Company $BDX Stock: James Hambro & Partners LLP Increases Position

Key Points

• James Hambro & Partners increased its BDX stake by 13.4% in the third quarter, bringing its holdings to 335,229 shares valued at about $60 million. Institutional investors collectively own 86.97% of the company.
• Becton Dickinson reported quarterly revenue of $4.98 billion and adjusted earnings of $3.23 per share, exceeding analyst estimates, while revenue rose 5.4% year over year. The company reaffirmed fiscal 2026 EPS guidance of $12.62–$12.72.
• BDX traded near $190.88, close to its 52-week high, but analysts maintained a consensus “Hold” rating with an average price target of $185.07. The company also pays a quarterly dividend of $1.05, equal to a 2.2% annual yield.

James Hambro & Partners LLP boosted its stake in shares of Becton, Dickinson and Company (NYSE:BDX - Free Report) by 13.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 335,229 shares of the medical instruments supplier's stock after buying an additional 39,543 shares during the period. Becton, Dickinson and Company accounts for 2.1% of James Hambro & Partners LLP's investment portfolio, making the stock its 19th largest position. James Hambro & Partners LLP owned 0.12% of Becton, Dickinson and Company worth $60,026,000 as of its most recent filing with the SEC.

Several other large investors also recently added to or reduced their stakes in the stock. BlackRock Inc. purchased a new position in shares of Becton, Dickinson and Company during the 2nd quarter worth $3,721,533,000. State Street Corp grew its holdings in shares of Becton, Dickinson and Company by 8.5% in the second quarter. State Street Corp now owns 15,000,064 shares of the medical instruments supplier's stock valued at $2,269,960,000 after purchasing an additional 1,177,256 shares during the period. First Eagle Investment Management LLC grew its holdings in shares of Becton, Dickinson and Company by 15.8% in the second quarter. First Eagle Investment Management LLC now owns 13,815,335 shares of the medical instruments supplier's stock valued at $2,090,675,000 after purchasing an additional 1,887,224 shares during the period. Bank of America Corp DE purchased a new stake in shares of Becton, Dickinson and Company in the second quarter valued at about $474,993,000. Finally, Legal & General Group Plc increased its position in Becton, Dickinson and Company by 1.5% during the second quarter. Legal & General Group Plc now owns 2,101,695 shares of the medical instruments supplier's stock worth $318,050,000 after purchasing an additional 30,766 shares during the last quarter. 86.97% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Becton, Dickinson and Company news, EVP Michael Feld sold 165 shares of the business's stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $188.49, for a total value of $31,100.85. Following the sale, the executive vice president owned 19,720 shares of the company's stock, valued at $3,717,022.80. The trade was a 0.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Roland Goette sold 2,438 shares of the business's stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $180.84, for a total value of $440,887.92. Following the completion of the sale, the executive vice president directly owned 14,856 shares in the company, valued at approximately $2,686,559.04. The trade was a 14.10% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 6,906 shares of company stock valued at $1,265,855. Company insiders own 0.40% of the company's stock.

Becton, Dickinson and Company Trading Down 0.5%

BDX traded down $0.87 on Monday, hitting $190.88. The company had a trading volume of 462,204 shares, compared to its average volume of 2,460,462. The company's fifty day moving average price is $184.03 and its 200 day moving average price is $163.76. Becton, Dickinson and Company has a 1 year low of $127.59 and a 1 year high of $195.99. The company has a current ratio of 0.87, a quick ratio of 0.51 and a debt-to-equity ratio of 0.55. The firm has a market cap of $52.60 billion, a P/E ratio of 57.47, a PEG ratio of 12.93 and a beta of 0.21.

Becton, Dickinson and Company (NYSE:BDX - Get Free Report) last announced its earnings results on Thursday, August 6th. The medical instruments supplier reported $3.23 earnings per share for the quarter, topping the consensus estimate of $3.14 by $0.09. Becton, Dickinson and Company had a net margin of 4.52% and a return on equity of 14.79%. The company had revenue of $4.98 billion during the quarter, compared to analyst estimates of $4.89 billion. During the same quarter last year, the firm posted $3.68 earnings per share. Becton, Dickinson and Company's revenue was up 5.4% compared to the same quarter last year. Becton, Dickinson and Company has set its FY 2026 guidance at 12.620-12.720 EPS. As a group, equities analysts expect that Becton, Dickinson and Company will post 12.67 earnings per share for the current year.

Becton, Dickinson and Company Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Wednesday, September 9th were issued a $1.05 dividend. This represents a $4.20 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Wednesday, September 9th. Becton, Dickinson and Company's dividend payout ratio is currently 126.51%.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on BDX. Piper Sandler lifted their target price on shares of Becton, Dickinson and Company from $161.00 to $175.00 and gave the stock a "neutral" rating in a research note on Friday, August 7th. Bank of America raised their price target on shares of Becton, Dickinson and Company from $185.00 to $200.00 and gave the stock a "neutral" rating in a report on Monday, August 31st. Barclays initiated coverage on shares of Becton, Dickinson and Company in a research report on Wednesday, October 7th. They set an "underweight" rating and a $165.00 price target on the stock. Royal Bank Of Canada upped their price objective on Becton, Dickinson and Company from $180.00 to $190.00 and gave the company a "sector perform" rating in a report on Thursday, August 13th. Finally, Stifel Nicolaus set a $195.00 price objective on Becton, Dickinson and Company in a research report on Friday, August 7th. Seven research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Hold" and a consensus price target of $185.07.

Becton, Dickinson and Company Profile

Becton, Dickinson and Company, commonly known as BD, is a global medical technology company that develops, manufactures and sells a broad range of products used by healthcare providers, clinical laboratories, pharmaceutical companies and patients. Its offerings support medication delivery, diagnostics, infection prevention, surgical care and other clinical procedures.

BD's products include needles, syringes, injection devices, intravenous administration systems, medication-management technologies, specimen-collection products, diagnostic systems and laboratory instruments.

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