BDX Becton, Dickinson and Company

neutral track record → $158.54 +3.72 (+2.4%)
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Mkt Cap $57B P/E 25.9 fwd 11.7 52wk $127.59 - $187.35 2h ago
Insider selling: $7,302,657 sold by 29 insiders (30d)
Est. revisions: -0.1%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.4)

Factor Model

net -1.4
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

BDX Insider Buys Offset RBC Target Cut

Watch: Q2 earnings for signs of Alaris segment recovery or strengthening MedTech demand, key to breaking the current trading range.

Insiders Hayes and Henderson bought $1 million and $350K shares at $191.57 and $233.62 respectively. RBC cut BDX price target from $195 to $175, citing FY26-27 Alaris segment headwinds but confirmed strong MedTech fundamentals. BDX yields 2.7% dividend, up from $0.83 quarterly in 2021 to $1.05 in 2026. Company repurchased $250 million shares and authorized 10 million more in 2026.

Insider confidence, dividend growth, and stable sector demand balance RBC's bearish target cut, suggesting steady but capped upside in BDX shares amid sector headwinds.

Evidence

16h ago Piper Sandler main BDX: Neutral → Neutral
16h ago Insider buy by HAYES GREGORY J (BDX): $1,005,742
16h ago Insider buy by HENDERSON JEFFREY WILLIAM (BDX): $350,430
Fundamentals & Data ▾
Becton, Dickinson and Company Healthcare · Medical Instruments & Supplies
Mkt Cap
$57B
P/E
25.9 fwd 11.7
Beta
0.35
Div Yield
265.00%
52w Range
$127.59 - $187.35
Short Interest
9.5M 3.78%
Days to Cover
3.9 -31%
Technicals downtrend
from 52w Hi
0.0%
1w return
+2.8%
Insiders
selling 2B / 9S
Analysts
mixed
EPS Estimate
$2.78 -0.1% 30d 0up / 2dn
Est. Dispersion
1% 12 analysts
Analyst Target
$191 $157 - $225
Options P/C
0.11 1C / 0P unusual
Insider Cluster
buy cluster 2B / 8S
Fund Convergence
strong D.E. Shaw, Citadel, Bridgewater
Financials
Revenue
$5.3B +2% YoY
FCF
$548M
Gross Margin
46%
Op Margin
13%
Momentum: decelerating
Top Holders
D.E. Shaw $1.0B
Citadel $139M
Bridgewater $2M
Recent Filings & Data
insider trade 90
net selling · $7,302,657 sold · $1,356,172 bought
29 insiders · 90 transactions (30d)
Recent transactions
FELD MICHAEL · sell · $11,762
MINNIX LANESHA · award
SPIKNER PAMELA L · award
ROQUE VITOR · award
FELD MICHAEL · sell · $13,638
SCOTT BERTRAM LEE · sell · $174,027
RING TIMOTHY M · award
HUFFINES ROBERT LUTHER · award
WRIGHT JACQUELINE · award
BYINGTON CARRIE L · award
HAYES GREGORY J · award
WALDSTREICHER JOANNE · award
ECKERT ROBERT ANDREW · award
SCOTT BERTRAM LEE · award
JONES CHRISTOPHER IAN MONTAGUE · award
HENDERSON JEFFREY WILLIAM · award
BROWN WILLIAM M. · award
FELD MICHAEL · sell · $15,205
GARRISON MICHAEL DAVID · sell · $334,005
GARRISON MICHAEL DAVID · exercise · $512,797
FELD MICHAEL · sell · $14,510
GARRISON MICHAEL DAVID · sell · $123,303
HUFFINES ROBERT LUTHER · award
WRIGHT JACQUELINE · award
FELD MICHAEL · sell · $14,502
GOETTE ROLAND · award
MUHSIN BILAL · award
NEAL SHANA CAROL · award
DELOREFICE CHRISTOPHER · award
MOCHERLA PAVAN KUMAR · award
BYRD RICHARD · award
GARRISON MICHAEL DAVID · award
SHAN DAVID · award
SPIKNER PAMELA L · award
FELD MICHAEL · award
POLEN THOMAS E JR · award
SCOTT BERTRAM LEE · sell · $38,318
FELD MICHAEL · sell · $10,603
FELD MICHAEL · sell · $10,500
FRASER CLAIRE · sell · $171,938
FELD MICHAEL · sell · $11,285
HAYES GREGORY J · buy · $1,005,742
FRASER CLAIRE · sell · $165,955
GARRISON MICHAEL DAVID · sell · $213,645
GARRISON MICHAEL DAVID · exercise · $939,245
MUHSIN BILAL · award
SHAN DAVID · sell · $199,608
GARRISON MICHAEL DAVID · sell · $94,497
HAYES GREGORY J · award
BYRD RICHARD · sell · $105,570
BYRD RICHARD · sell · $436,325
SCOTT BERTRAM LEE · sell · $159,593
HENDERSON JEFFREY WILLIAM · buy · $350,430
RING TIMOTHY M · award
BYINGTON CARRIE L · award
WALDSTREICHER JOANNE · award
ECKERT ROBERT ANDREW · award
SCOTT BERTRAM LEE · award
JONES CHRISTOPHER IAN MONTAGUE · award
HENDERSON JEFFREY WILLIAM · award
BROWN WILLIAM M. · award
FRASER CLAIRE · award
BURZIK CATHERINE M · award
NEAL SHANA CAROL · sell · $188,880
SHAN DAVID · sell · $120,000
GARRISON MICHAEL DAVID · sell · $141,196
NEAL SHANA CAROL · sell · $185,180
GARRISON MICHAEL DAVID · sell · $633,811
GOETTE ROLAND · sell · $1,130,529
GOETTE ROLAND · exercise · $2,097,403
NEAL SHANA CAROL · sell · $220,490
SHAN DAVID · sell · $330,375
GOETTE ROLAND · award
NEAL SHANA CAROL · award
EZELL ANTOINE C · award
DELOREFICE CHRISTOPHER · award
MOCHERLA PAVAN KUMAR · award
BYRD RICHARD · award
GARRISON MICHAEL DAVID · award
QUINN MICHELLE · award
SHAN DAVID · award
FELD MICHAEL · award
POLEN THOMAS E JR · award
NEAL SHANA CAROL · other
FELD MICHAEL · award
GOETTE ROLAND · exercise · $701,799
SPOEREL THOMAS J. · sell · $71,793
GOETTE ROLAND · sell · $781,224
GOETTE ROLAND · sell · $781,121
GARRISON MICHAEL DAVID · sell · $399,269
5 signals · latest 14h ago

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