Clifford Capital Partners LLC Boosts Stock Holdings in Becton, Dickinson and Company $BDX

Key Points

• Clifford Capital Partners LLC increased its stake in Becton, Dickinson by 65.9% in Q3 to 123,310 shares worth $23.08 million, making BDX 4.0% of the firm's portfolio and its fifth-largest holding.
• BDX beat quarterly EPS estimates ($2.91 vs. $2.81) on $5.25 billion in revenue, set FY2026 guidance of $12.35–$12.65 EPS, declared a $1.05 quarterly dividend (2.6% yield) and initiated a $10 million share repurchase program.
• Analyst coverage is mixed with a MarketBeat consensus of Hold and a $195.46 price target, while institutional ownership is high at 86.97% and company insiders have recently sold shares.

Clifford Capital Partners LLC boosted its holdings in Becton, Dickinson and Company (NYSE:BDX - Free Report) by 65.9% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 123,310 shares of the medical instruments supplier's stock after purchasing an additional 48,995 shares during the quarter. Becton, Dickinson and Company comprises 4.0% of Clifford Capital Partners LLC's portfolio, making the stock its 5th largest position. Clifford Capital Partners LLC's holdings in Becton, Dickinson and Company were worth $23,080,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in BDX. Activest Wealth Management grew its stake in shares of 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 worth $25,000 after buying an additional 97 shares during the last quarter. Imprint Wealth LLC purchased a new position in Becton, Dickinson and Company during the third quarter valued at $25,000. SOA Wealth Advisors LLC. boosted its holdings 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 worth $25,000 after acquiring an additional 95 shares in the last quarter. Bell Investment Advisors Inc grew its stake in shares of Becton, Dickinson and Company by 474.1% in 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 last quarter. Finally, Accredited Wealth Management LLC increased its holdings in shares of Becton, Dickinson and Company by 77.8% during the third quarter. Accredited Wealth Management LLC now owns 160 shares of the medical instruments supplier's stock valued at $30,000 after acquiring an additional 70 shares in the last quarter. Institutional investors own 86.97% of the company's stock.

Becton, Dickinson and Company Stock Performance

Shares of BDX stock opened at $159.32 on Friday. 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 has a 50 day moving average price of $190.01 and a 200-day moving average price of $190.01. Becton, Dickinson and Company has a 52 week low of $127.59 and a 52 week high of $187.35. The firm has a market capitalization of $45.36 billion, a PE ratio of 25.99, a P/E/G ratio of 11.55 and a beta of 0.24.

Becton, Dickinson and Company (NYSE:BDX - Get Free Report) last issued its quarterly earnings data on Monday, February 9th. The medical instruments supplier reported $2.91 earnings per share for the quarter, beating analysts' consensus estimates 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 $5.25 billion for the quarter, compared to the consensus estimate of $5.15 billion. During the same quarter in the prior year, the firm earned $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 expect that Becton, Dickinson and Company will post 14.43 earnings per share for the current year.

Becton, Dickinson and Company Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 10th will be issued a dividend of $1.05 per share. This represents a $4.20 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Tuesday, March 10th. Becton, Dickinson and Company's dividend payout ratio is presently 68.52%.

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

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on BDX. Barclays began coverage on Becton, Dickinson and Company in a research report on Tuesday, February 10th. They issued an "overweight" rating and a $202.00 price target for the company. Zacks Research downgraded shares of Becton, Dickinson and Company from a "hold" rating to a "strong sell" rating in a research report on Wednesday, February 11th. JPMorgan Chase & Co. decreased their target price on shares of Becton, Dickinson and Company from $190.00 to $175.00 and set a "neutral" rating for the company in a report on Tuesday, February 10th. Bank of America upped their target price on shares of Becton, Dickinson and Company from $190.00 to $207.00 and gave the stock a "neutral" rating in a research note on Monday, January 5th. Finally, Piper Sandler reiterated a "neutral" rating and set a $170.00 price target (down from $205.00) on shares of Becton, Dickinson and Company in a report on Tuesday, February 10th. Five equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of "Hold" and a consensus price target of $195.46.

Insiders Place Their Bets

In related 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 value of $334,010.60. Following the completion of the sale, the executive vice president owned 12,095 shares of the company's stock, valued at $2,509,228.70. The trade was a 11.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Bertram L. Scott sold 953 shares of the company's stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $182.61, for a total value of $174,027.33. Following the sale, the director owned 36,763 shares of the company's stock, valued at approximately $6,713,291.43. This trade represents a 2.53% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 3,416 shares of company stock worth $674,693. Company insiders own 0.40% of the company's stock.

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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