Creative Planning Adds $277K in Becton, Dickinson and Company ($BDX)
Creative Planning raised its holdings in Becton, Dickinson by adding 1,788 shares.
Key Points
- Creative Planning increased its stake in Becton, Dickinson by 1.36%, adding 1,788 shares to reach a total of 133,511 shares valued at $20.2 million.
- Becton, Dickinson's stock traded near $151.38 on Friday, with a market cap of $41.7 billion and a P/E ratio of 26.37.
- Recent insider activity includes planned and unplanned sales by executives, and analysts like Barclays maintain a 'buy' rating with a $204 target.
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Creative Planning has boosted its stake in Becton, Dickinson and Company (NYSE:BDX) by adding 1,788 shares, according to a recent SEC filing. This change represents a 1.36% increase, bringing its total holdings to 133,511 shares valued at approximately $20.2 million as of the reporting period.
Creative Planning vs. the S&P 500
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What Changed in Creative Planning's Becton, Dickinson Position
Creative Planning increased its holdings in Becton, Dickinson by 1,788 shares, raising its total to 133,511 shares. This adjustment reflects a 1.36% increase in its position, with the investment now valued at about $20.2 million.
Other Institutional Activity in Becton, Dickinson
In other institutional activity, BlackRock, Inc. reduced its holdings by 9,015,742 shares, ending with 26,153,411 shares valued at about $4.11 billion, marking a 25.6% decrease. Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both opened new positions, acquiring 18,490,610 and 15,317,242 shares respectively, with values of around $2.91 billion and $2.41 billion. State Street Corp cut its stake by 3,971,368 shares, now holding 13,822,808 shares worth approximately $2.17 billion, a 22.3% decrease. Invesco Ltd. significantly increased its holdings by 5,352,824 shares, a 111% rise, resulting in 10,174,327 shares valued at about $1.60 billion.
Becton, Dickinson and Company Stock Down 18.1%
Shares of NYSE:BDX traded near $151.38 on Friday. Becton, Dickinson has a market cap of $41.7 billion and a P/E ratio of 26.37. The stock has a 52-week low of $127.59 and a high of $187.35, with a 50-day moving average of $148.22 and a 200-day moving average of $153.98. The company has a beta of 0.278, indicating lower volatility compared to the market.
$BDX stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Becton, Dickinson reported revenues of $22.23 billion, showing a growth rate of 5.2%. The company's net margin stands at 5.12%, with a return on equity of 6.67%. Its earnings per share (EPS) are $5.74. The next earnings report is expected on August 6, 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 pays an annual dividend rate of $4.20, yielding 2.77%. The dividend payout ratio is 72.95%, indicating a substantial portion of earnings is returned to shareholders.
Insider Buying and Selling at Becton, Dickinson and Company
Recent insider transactions include planned sales by EVP Michael David Garrison, who sold 1,100 shares on June 24, 2026, at an average price of $145.66, and another 1,100 shares on June 10, 2026, at $151.48. Chairman and CEO Thomas Polen Jr. sold 17,445 shares on June 1, 2026, at $146.15, with additional planned sales of 2,764 shares at $146.35.
Analysts Set New Price Targets
On May 11, 2026, Barclays maintained a 'buy' rating on Becton, Dickinson, setting a price target of $204. Wells Fargo and TD Cowen both maintained 'hold' ratings earlier in May, with targets of $161 and $163, respectively. The consensus recommendation is a 'buy', with an average target price of $177.75 based on 12 analyst opinions.
About Becton, Dickinson and Company
Becton, Dickinson and Company, headquartered in Franklin Lakes, New Jersey, is a leading global medical technology company. It develops and manufactures a wide range of medical supplies, devices, laboratory equipment, and diagnostic products. With a workforce of 60,000 employees, the company serves healthcare institutions, life science researchers, and the pharmaceutical industry worldwide. Under the leadership of CEO Thomas E. Polen Jr., Becton, Dickinson operates through several segments, including Medical Essentials and BioPharma Systems.
Bottom Line
Creative Planning's decision to increase its stake in Becton, Dickinson reflects continued interest in the healthcare sector. As a leader in medical technology, Becton, Dickinson's financials show stable growth and a commitment to shareholder returns through dividends. Investors often track such 13F filings to gauge institutional confidence, although these reports reflect past positions and may not indicate current sentiment.
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