Vanguard Fiduciary Trust Adds $243M in Becton, Dickinson and Company ($BDX)
Vanguard Fiduciary Trust initiates a new stake in Becton, Dickinson with over 1.6 million shares.
Key Points
- Vanguard Fiduciary Trust opened a new position in Becton, Dickinson and Company (NYSE:BDX), acquiring 1,603,444 shares valued at approximately $236.9 million.
- Shares of Becton, Dickinson traded near $147.77 on Thursday, with a market cap of $38.77 billion and a forward P/E ratio of 10.51.
- Insider trades include sales by CEO Thomas Polen Jr. and EVP Michael David Garrison, and analysts' ratings maintain a mix of 'buy' and 'hold' with targets up to $204.
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Vanguard Fiduciary Trust has taken a new position in Becton, Dickinson and Company (NYSE: BDX), according to its most recent 13F filing with the SEC. The fund acquired 1,603,444 shares, valued at approximately $236.9 million, marking a significant entry into the healthcare company.
Vanguard Fiduciary Trust vs. the S&P 500
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What Changed in Vanguard Fiduciary Trust's Becton, Dickinson Position
Vanguard Fiduciary Trust's filing reflects a new stake in Becton, Dickinson, with the acquisition of 1,603,444 shares. This new position is valued at about $236.9 million, as of the end of the reporting period. Before this move, the fund held no shares in the company.
Other Institutional Activity in Becton, Dickinson
Several other institutional investors have also adjusted their holdings in Becton, Dickinson. BlackRock, Inc. reduced its stake by 9,015,742 shares, now owning 26,153,411 shares worth around $4.11 billion, 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. Meanwhile, State Street Corp trimmed its holdings by 3,971,368 shares, leaving it with 13,822,808 shares valued at $2.17 billion, a 22.3% decrease.
Becton, Dickinson and Company Stock Down 20.2%
Shares of Becton, Dickinson traded near $147.77 on Thursday. The company boasts a market cap of $38.77 billion and a forward P/E ratio of 10.51, indicating future earnings expectations. Its beta of 0.278 suggests lower volatility compared to the market. The stock has ranged between $127.59 and $187.35 over the past year, with moving averages of $148.96 (50-day) and $154.07 (200-day). The company's current ratio is 0.942, with a quick ratio of 0.355 and a debt-to-equity ratio of 71.599.
$BDX stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Becton, Dickinson reported revenue of approximately $22.23 billion, with a growth rate of 5.2%. The company achieved a net margin of 5.124% and a return on equity of 6.672%. Its earnings per share stood at $5.73. The next earnings release is scheduled for 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
The company pays an annual dividend rate of $4.20, yielding 2.92%. Its dividend payout ratio is 72.95%, with the ex-dividend date yet to be announced.
Insider Buying and Selling at Becton, Dickinson and Company
Recent insider activity at Becton, Dickinson includes both planned and unplanned trades. On June 1, 2026, CEO Thomas Polen Jr. sold 17,445 shares at an average price of $146.15, and EVP Michael David Garrison sold 1,100 shares at $151.48 on June 10, 2026, under a Rule 10b5-1 plan. Additionally, EVP Peter Menziuso acquired 14,258 shares on June 1, 2026.
Analysts Set New Price Targets
Barclays maintained its 'buy' rating on May 11, 2026, with a price target of $204. Wells Fargo and TD Cowen both maintained 'hold' ratings with targets of $161 and $163, respectively, in early May. The general analyst consensus remains a 'buy', with a mean target price of $180.69, based on 13 opinions.
About Becton, Dickinson and Company
Becton, Dickinson and Company, headquartered in Franklin Lakes, New Jersey, is a global leader in medical technology. The company develops, manufactures, and sells a wide range of medical supplies and devices, laboratory equipment, and diagnostic products. Under the leadership of CEO Thomas E. Polen Jr., Becton, Dickinson serves healthcare institutions, physicians, and researchers worldwide, employing around 60,000 people.
Bottom Line
Vanguard Fiduciary Trust's new stake in Becton, Dickinson underscores its interest in the healthcare sector. The company's solid fundamentals, coupled with recent institutional activity and analyst ratings, make it a notable player in the medical instruments and supplies industry. As always, 13F filings provide a snapshot of past positions, which may not reflect current holdings.
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