Third View Private Wealth LLC Takes $4.99 Million Position in Becton, Dickinson and Company $BDX

Key Points

• Third View Private Wealth LLC bought a new stake of 25,724 BDX shares valued at about $4.99 million in Q4, joining large institutional holders (Vanguard owns ~32.46M shares) as institutions own roughly 86.97% of the company.
• Q4 results showed EPS of $2.91 (beating estimates by $0.10) while revenue of $4.49 billion missed expectations of $5.15 billion; management set FY2026 guidance at $12.35–$12.65 EPS versus analysts' average forecast of about $14.43.
• Insider and capital-return activity: insiders sold 2,713 shares (~$536,881) in the last three months, the board authorized a $10 million share buyback, and the company pays a $1.05 quarterly dividend (annualized yield ~2.7%).

Third View Private Wealth LLC purchased a new stake in shares of Becton, Dickinson and Company (NYSE:BDX - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 25,724 shares of the medical instruments supplier's stock, valued at approximately $4,992,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC grew its stake in Becton, Dickinson and Company by 98.2% in the fourth quarter. Brighton Jones LLC now owns 1,770 shares of the medical instruments supplier's stock valued at $401,000 after purchasing an additional 877 shares in the last quarter. Oppenheimer Asset Management Inc. grew its stake in Becton, Dickinson and Company by 71.4% in the third quarter. Oppenheimer Asset Management Inc. now owns 82,655 shares of the medical instruments supplier's stock valued at $15,471,000 after purchasing an additional 34,437 shares in the last quarter. Transcend Capital Advisors LLC grew its stake in Becton, Dickinson and Company by 88.2% in the third quarter. Transcend Capital Advisors LLC now owns 5,794 shares of the medical instruments supplier's stock valued at $1,084,000 after purchasing an additional 2,715 shares in the last quarter. Belpointe Asset Management LLC purchased a new position in Becton, Dickinson and Company in the third quarter valued at about $650,000. Finally, Vanguard Group Inc. grew its stake in Becton, Dickinson and Company by 0.5% in the third quarter. Vanguard Group Inc. now owns 32,455,790 shares of the medical instruments supplier's stock valued at $6,074,750,000 after purchasing an additional 147,041 shares in the last quarter. Hedge funds and other institutional investors own 86.97% of the company's stock.

Insider Activity

In related news, Director Bertram L. Scott sold 953 shares of the business's stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $182.61, for a total transaction of $174,027.33. Following the completion of the transaction, the director owned 36,763 shares of the company's stock, valued at approximately $6,713,291.43. The trade was a 2.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Michael David Garrison sold 1,610 shares of the business's stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $207.46, for a total value of $334,010.60. Following the transaction, the executive vice president directly owned 12,095 shares of the company's stock, valued at $2,509,228.70. This represents a 11.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 2,713 shares of company stock valued at $536,881 in the last three months. 0.40% of the stock is owned by insiders.

Becton, Dickinson and Company Price Performance

Shares of NYSE:BDX opened at $155.36 on Tuesday. Becton, Dickinson and Company has a fifty-two week low of $127.59 and a fifty-two week high of $187.35. The business has a 50-day moving average of $170.01 and a two-hundred day moving average of $185.18. The stock has a market capitalization of $44.24 billion, a P/E ratio of 25.34, a P/E/G 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.

Becton, Dickinson and Company (NYSE:BDX - Get Free Report) last announced its quarterly earnings results on Monday, February 9th. The medical instruments supplier reported $2.91 earnings per share for the quarter, topping analysts' consensus estimates 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 company had revenue of $4.49 billion during the quarter, compared to analysts' expectations of $5.15 billion. During the same quarter in the previous year, the firm earned $3.43 earnings per share. The business's quarterly revenue 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. On average, equities research analysts predict that Becton, Dickinson and Company will post 14.43 EPS for the current fiscal year.

Becton, Dickinson and Company declared that its board has authorized a stock repurchase 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 reacquire up to 0% of its shares through open market purchases. Shares buyback programs are often a sign that the company's board believes its shares are undervalued.

Becton, Dickinson and Company Announces Dividend

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

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. JPMorgan Chase & Co. lowered their target price on Becton, Dickinson and Company from $190.00 to $175.00 and set a "neutral" rating on the stock in a research note on Tuesday, February 10th. Argus reduced their price target on Becton, Dickinson and Company from $230.00 to $180.00 and set a "buy" rating for the company in a research report on Monday, March 23rd. Citigroup reduced their price target on Becton, Dickinson and Company from $233.00 to $232.00 and set a "buy" rating for the company in a research report on Tuesday, February 10th. 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. Finally, Royal Bank Of Canada set a $172.00 price target on Becton, Dickinson and Company in a research report on Tuesday, February 10th. Six equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat, Becton, Dickinson and Company has an average rating of "Hold" and an average target price of $189.69.

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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