Defilade Capital Management L.P. Acquires 198,003 Shares of Becton, Dickinson and Company $BDX

Posted by Francis Steltz on Aug 3rd, 2026

Defilade Capital Management L.P. lifted its holdings in Becton, Dickinson and Company (NYSE:BDX – Free Report) by 243.8% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 279,210 shares of the medical instruments supplier’s stock after purchasing an additional 198,003 shares during the period. Becton, Dickinson and Company accounts for approximately 6.2% of Defilade Capital Management L.P.’s portfolio, making the stock its 3rd biggest holding. Defilade Capital Management L.P. owned 0.10% of Becton, Dickinson and Company worth $43,900,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in BDX. DV Trading LLC bought a new position in Becton, Dickinson and Company in the 1st quarter worth approximately $236,000. Parallel Advisors LLC boosted its position in shares of Becton, Dickinson and Company by 16.7% in the first quarter. Parallel Advisors LLC now owns 4,071 shares of the medical instruments supplier’s stock valued at $640,000 after acquiring an additional 582 shares during the period. NewEdge Advisors LLC grew its stake in shares of Becton, Dickinson and Company by 35.0% in the first quarter. NewEdge Advisors LLC now owns 44,032 shares of the medical instruments supplier’s stock worth $6,923,000 after acquiring an additional 11,414 shares during the last quarter. First Nebraska Trust Co bought a new position in Becton, Dickinson and Company during the first quarter worth $4,386,000. Finally, NWI Management LP acquired a new position in Becton, Dickinson and Company during the 1st quarter valued at $35,377,000. Institutional investors and hedge funds own 86.97% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have weighed in on BDX. Wells Fargo & Company increased their price target on shares of Becton, Dickinson and Company from $157.00 to $161.00 and gave the company an “equal weight” rating in a report on Friday, May 8th. Piper Sandler cut their price objective on shares of Becton, Dickinson and Company from $170.00 to $159.00 and set a “neutral” rating for the company in a research report on Friday, April 17th. Zacks Research upgraded shares of Becton, Dickinson and Company from a “strong sell” rating to a “hold” rating in a research note on Friday, April 10th. Stifel Nicolaus decreased their target price on Becton, Dickinson and Company from $215.00 to $175.00 in a research report on Thursday, May 7th. Finally, Barclays upped their price target on Becton, Dickinson and Company from $202.00 to $204.00 and gave the company an “overweight” rating in a report on Monday, May 11th. Eight investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Becton, Dickinson and Company presently has a consensus rating of “Hold” and a consensus price target of $180.93.

View Our Latest Report on Becton, Dickinson and Company

Insider Buying and Selling

In other Becton, Dickinson and Company news, CEO Thomas E. Polen, Jr. sold 2,764 shares of Becton, Dickinson and Company stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $146.35, for a total transaction of $404,511.40. Following the sale, the chief executive officer directly owned 110,163 shares of the company’s stock, valued at approximately $16,122,355.05. The trade was a 2.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Michael David Garrison sold 1,100 shares of the company’s stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $145.66, for a total value of $160,226.00. Following the completion of the sale, the executive vice president owned 13,172 shares in the company, valued at approximately $1,918,633.52. This represents a 7.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 5,189 shares of company stock worth $765,661 over the last ninety days. Company insiders own 0.40% of the company’s stock.

Becton, Dickinson and Company Trading Up 0.3%

Shares of Becton, Dickinson and Company stock opened at $166.19 on Monday. 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 $45.79 billion, a PE ratio of 42.07, a price-to-earnings-growth ratio of 11.80 and a beta of 0.19. The company has a debt-to-equity ratio of 0.62, a current ratio of 0.94 and a quick ratio of 0.55. The company’s fifty day moving average price is $151.85 and its two-hundred day moving average price is $163.37.

Becton, Dickinson and Company (NYSE:BDX – Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The medical instruments supplier reported $2.90 EPS for the quarter, topping analysts’ consensus estimates of $2.77 by $0.13. Becton, Dickinson and Company had a net margin of 5.33% and a return on equity of 15.37%. The company had revenue of $4.71 billion during the quarter, compared to the consensus estimate of $4.67 billion. During the same period last year, the firm earned $3.35 EPS. The firm’s revenue for the quarter was up 5.2% compared to the same quarter last year. Becton, Dickinson and Company has set its FY 2026 guidance at 12.520-12.720 EPS. On average, analysts expect that Becton, Dickinson and Company will post 12.53 EPS for the current year.

Becton, Dickinson and Company Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Wednesday, September 9th will be paid a dividend of $1.05 per share. The ex-dividend date is Wednesday, September 9th. This represents a $4.20 dividend on an annualized basis and a yield of 2.5%. Becton, Dickinson and Company’s dividend payout ratio (DPR) is currently 106.33%.

Becton, Dickinson and Company Profile

(Free Report)

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.