NYSE · Health Care

BECTON DICKINSON & CO BDX

Becton, Dickinson and Company develops, manufactures, and sells medical supplies, devices, laboratory equipment, and diagnostic products for healthcare institutions, physicians, life science researchers, clinical laboratories, pharmaceutical industry, and the general public worldwide.

Medical/Dental Instruments

Company profile

Business mix

  • It operates through Medical Essentials, Connected Care, BioPharma Systems, Interventional and Life Sciences segments.
  • It provides peripheral intravenous (IV) and advanced peripheral catheters, central lines, acute dialysis catheters, vascular access technology, vascular care and preparation products, needle-free IV connectors and extensions sets.
  • It also offers specimen and blood collection products; automated blood and tuberculosis culturing, molecular testing, and microorganism identification and drug susceptibility, as well as rapid diagnostic assays.
  • It provides hernia and soft tissue repair, biological and bioresorbable graft, biosurgery, and other surgical products; surgical infection prevention, peripheral intervention, and urology and critical care products.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within medical instruments & supplies?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 26.24 FCF 7.33% Buyback 1.3%
2026-06-07

Current firm holders

Firm Weight Value Filing period
First Eagle legacy Jean-Marie Eveillard 2.5% $1.9B 2026-03-31
Oakmark / Harris Associates Bill Nygren 0.5% $349.4M 2026-03-31
Starboard Value Jeff Smith 2.2% $100.1M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 2 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $507.4M Estimated from net added shares
Reduction amount $421.1M Estimated from net reduced shares
Net share change / base shares +3.8% +549,079 / 14,417,418
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 59.4% 13F value change +$11.9M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 6.7% 13F value change +$3.0M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 11.9% 13F value change -$2.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 94,454 Last 3 periods +85,399 (+90.4%) Total shares 179,853 Value $28.3M
Oakmark / Harris Associates Bill Nygren 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 6.8% 13F value change +$80.6M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -8.8% 13F value change -$31.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -21.8% 13F value change -$202.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,917,284 Last 3 periods -695,245 (-23.8%) Total shares 2,222,039 Value $349.4M
Starboard Value Jeff Smith 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -53.9% 13F value change -$225.1M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -23.0% 13F value change -$45.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -31.6% 13F value change -$80.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,619,490 Last 3 periods -1,982,996 (-75.7%) Total shares 636,494 Value $100.1M
First Eagle legacy Jean-Marie Eveillard 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 13.8% 13F value change +$357.2M
13F 2025-12-31 Filed 2026-02-04
Major increase Shares 16.5% 13F value change +$389.5M
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 2.4% 13F value change -$384.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 8,786,190 Last 3 periods +3,141,921 (+35.8%) Total shares 11,928,111 Value $1.9B
GQG Partners Rajiv Jain 2 filing periods
13F 2025-03-31 Filed 2025-05-13
New Shares - 13F value change +$689.8M
13F 2025-06-30 Filed 2025-08-13
Sold out Shares -100.0% 13F value change -$689.8M
Settlement As of 13F 2025-06-30 · Filed 2025-08-13
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.