Confluence Investment Management LLC Has $13.61 Million Stock Position in Becton, Dickinson and Company $BDX

Posted by Geri Gentry on Aug 4th, 2026

Confluence Investment Management LLC reduced its stake in Becton, Dickinson and Company (NYSE:BDX – Free Report) by 3.8% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 89,902 shares of the medical instruments supplier’s stock after selling 3,596 shares during the period. Confluence Investment Management LLC’s holdings in Becton, Dickinson and Company were worth $13,605,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in BDX. Imprint Wealth LLC acquired a new position in Becton, Dickinson and Company in the third quarter valued at about $25,000. Steph & Co. grew its position in shares of Becton, Dickinson and Company by 95.6% during the 4th quarter. Steph & Co. now owns 133 shares of the medical instruments supplier’s stock worth $26,000 after buying an additional 65 shares during the period. SHP Wealth Management acquired a new position in shares of Becton, Dickinson and Company during the 4th quarter worth about $26,000. Meeder Asset Management Inc. increased its stake in shares of Becton, Dickinson and Company by 152.2% in the 1st quarter. Meeder Asset Management Inc. now owns 169 shares of the medical instruments supplier’s stock valued at $27,000 after acquiring an additional 102 shares during the last quarter. Finally, Main Street Group LTD acquired a new stake in shares of Becton, Dickinson and Company in the 1st quarter valued at approximately $29,000. 86.97% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on BDX. Stifel Nicolaus reduced their price objective on shares of Becton, Dickinson and Company from $215.00 to $175.00 in a research note on Thursday, May 7th. The Goldman Sachs Group cut their target price on shares of Becton, Dickinson and Company from $156.00 to $150.00 and set a “neutral” rating on the stock in a report on Wednesday, May 27th. Piper Sandler reduced their price target on shares of Becton, Dickinson and Company from $170.00 to $159.00 and set a “neutral” rating on the stock in a research report on Friday, April 17th. Barclays boosted their price target on shares of Becton, Dickinson and Company from $202.00 to $204.00 and gave the company an “overweight” rating in a report on Monday, May 11th. Finally, Bank of America lowered their price objective on shares of Becton, Dickinson and Company from $177.00 to $170.00 in a research report on Friday, June 12th. Eight equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $180.93.

Read Our Latest Analysis on Becton, Dickinson and Company

Becton, Dickinson and Company Price Performance

NYSE BDX opened at $169.86 on Tuesday. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.55 and a current ratio of 0.94. The stock has a market cap of $46.80 billion, a price-to-earnings ratio of 43.00, a PEG ratio of 11.80 and a beta of 0.21. The business has a 50 day simple moving average of $152.29 and a 200 day simple moving average of $163.15. Becton, Dickinson and Company has a 52-week low of $127.59 and a 52-week high of $187.35.

Becton, Dickinson and Company (NYSE:BDX – Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The medical instruments supplier reported $2.90 earnings per share for the quarter, beating analysts’ consensus estimates of $2.77 by $0.13. The firm had revenue of $4.71 billion for the quarter, compared to analyst estimates of $4.67 billion. Becton, Dickinson and Company had a net margin of 5.33% and a return on equity of 15.37%. The business’s revenue was up 5.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.35 earnings per share. Becton, Dickinson and Company has set its FY 2026 guidance at 12.520-12.720 EPS. Analysts anticipate that Becton, Dickinson and Company will post 12.53 earnings per share for the current fiscal year.

Becton, Dickinson and Company Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Wednesday, September 9th will be given a $1.05 dividend. This represents a $4.20 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend is Wednesday, September 9th. Becton, Dickinson and Company’s payout ratio is currently 106.33%.

Insiders Place Their Bets

In other news, CEO Thomas E. Polen, Jr. sold 2,764 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $146.35, for a total value of $404,511.40. Following the sale, the chief executive officer directly owned 110,163 shares in the company, valued at $16,122,355.05. The trade was a 2.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 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 dated Wednesday, June 24th. The stock was sold at an average price of $145.66, for a total value of $160,226.00. Following the transaction, the executive vice president directly owned 13,172 shares of the company’s stock, valued at $1,918,633.52. This represents a 7.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 5,189 shares of company stock valued at $765,661. Company insiders own 0.40% of the company’s stock.

About Becton, Dickinson and Company

(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.