Vanguard Group Adds $834M in Becton, Dickinson and Company ($BDX)
Vanguard Group has raised its investment in Becton, Dickinson by 13%, according to a recent 13F filing.
Key Points
- Vanguard Group boosted its holdings in Becton, Dickinson by 5.37 million shares, ending with 46.7 million shares valued at $6.82 billion.
- Becton, Dickinson shares traded near $146.24 with a market cap of approximately $40.3 billion and a P/E ratio of 25.52.
- Insiders at Becton, Dickinson, including CEO Thomas Polen Jr., executed significant stock transactions in June 2026.
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Vanguard Group has increased its stake in Becton, Dickinson and Company (NYSE:BDX) by 13%, according to a recent Form 13F filing. The investment firm added 5.37 million shares during the reporting period, bringing its total to 46.7 million shares. This expanded position is valued at about $6.82 billion as of the filing date.
What Changed in Vanguard Group's Becton, Dickinson Position
Vanguard Group's recent move saw its holdings in Becton, Dickinson grow from 41.3 million shares to 46.7 million shares, an increase of 5.37 million shares. This represents a 13% boost in their position, reflecting a strong commitment to the medical supplies and devices company.
Other Institutional Activity in Becton, Dickinson
Other institutional investors also adjusted their positions in Becton, Dickinson. BlackRock, Inc. reduced its holdings by 9.02 million shares, leaving it with 26.2 million shares worth approximately $4.11 billion. Meanwhile, Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both initiated positions with 18.49 million and 15.32 million shares, valued at $2.91 billion and $2.41 billion, respectively. State Street Corp cut its stake by 3.97 million shares to a total of 13.8 million shares, valued at $2.17 billion. Invesco Ltd. notably increased its holdings by 5.35 million shares, ending with 10.17 million shares valued at about $1.6 billion.
Becton, Dickinson and Company Stock Down 18.1%
Shares of Becton, Dickinson (NYSE:BDX) traded around $146.24. The company has a market capitalization of approximately $40.3 billion and a P/E ratio of 25.52. Its forward P/E stands at 10.92, with a beta of 0.278, indicating lower volatility compared to the market. The stock's 52-week range is between $127.59 and $187.35, with a 50-day moving average of $149.88 and a 200-day moving average of $154.21.
$BDX stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Becton, Dickinson reported revenue of $22.23 billion, reflecting a growth rate of 5.2%. The company's net margin was 5.12%, and its return on equity stood at 6.67%. Earnings per share were $5.73. The next earnings release is scheduled for May 7, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 3.5%. Revenue met estimates.
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Profit surprise
EBITDA missed by 86 percent. Operating income missed by 91 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
2 target raises, 1 target cut.
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Earnings quality
Gross margin up 2.9 points. Operating margin down 8.4 points. Positive free cash flow.
Earnings Call Summary
BDX closed its Waters separation today and reported stronger-than-expected first-quarter results with $5.3 billion in revenue and $2.91 in earnings per share. Growth areas like PureWick and biologic drug delivery are performing well with double-digit gains, though China vaccines and Alaris remain headwinds. Management is investing aggressively in high-growth categories and has already captured 80 GLP-1 molecules in drug delivery devices.
Guidance BDX expects about $12.50 in adjusted earnings per share for the full year, roughly 6 percent growth after tariffs. Management said low single-digit revenue growth is on track. They plan to return $4 billion from the Waters separation through buybacks and debt paydown.
Neutral report. Results and guidance were close to expectations, with limited evidence of a reset either way.
Dividend
Becton, Dickinson offers an annual dividend rate of $4.20, yielding 2.87%. The dividend payout ratio is 72.95%, indicating a significant portion of earnings is returned to shareholders.
Insider Buying and Selling at Becton, Dickinson and Company
Recent insider activity at Becton, Dickinson includes several transactions. On June 10, 2026, EVP & President of Medical Essentials & BioPharma, Michael David Garrison, sold 1,100 shares at an average price of $151.48 as part of a planned sale. On June 1, 2026, CEO Thomas Polen Jr. executed multiple transactions, including selling 17,445 shares at $146.15 and buying 20,209 shares at $126.16.
Analysts Set New Price Targets
On May 11, 2026, Barclays maintained its 'buy' rating for Becton, Dickinson with a price target of $204. Wells Fargo, on May 8, 2026, maintained a 'hold' rating and set a target price of $161. TD Cowen also maintained a 'hold' rating with a target of $163 on May 4, 2026. Overall, the stock has a consensus 'buy' recommendation with a mean target price of $180.69, based on 13 analyst opinions.
About Becton, Dickinson and Company
Becton, Dickinson and Company, headquartered in Franklin Lakes, New Jersey, is a global leader in the healthcare sector. It develops and manufactures medical supplies, devices, laboratory equipment, and diagnostic products. The company operates through various segments, including Medical Essentials and BioPharma Systems. Under the leadership of CEO Thomas E. Polen Jr., Becton, Dickinson employs around 60,000 people worldwide.
Bottom Line
Vanguard Group's increased stake in Becton, Dickinson highlights the investment firm's confidence in the company's prospects. As one of the leading global medical technology companies, Becton, Dickinson's financial health and strategic initiatives continue to attract institutional interest. Investors often track such 13F filings to gauge the sentiment of major institutional players, though these filings are backward-looking and may not reflect current positions.
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