Becton DickinsonBDX
Market Cap: $67.2B
About: Becton, Dickinson is the world's largest manufacturer and distributor of medical surgical products, such as needles, syringes, and sharps-disposal units. The company also manufactures pre-filled devices, diagnostic instruments and reagents, as well as flow cytometry and cell-imaging systems. BD Medical is nearly half of the total business, while BD Life Sciences (27% of 2023 revenue) and BD Interventional (24%) account for the remainder. International revenue accounts for 43% of the company's business.
Employees: 73,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
36% more funds holding in top 10
Funds holding in top 10: 11 [Q1] → 15 (+4) [Q2]
5% more repeat investments, than reductions
Existing positions increased: 603 | Existing positions reduced: 576
0.57% less ownership
Funds ownership: 88.22% [Q1] → 87.65% (-0.57%) [Q2]
3% less call options, than puts
Call options by funds: $177M | Put options by funds: $183M
2% less funds holding
Funds holding: 1,564 [Q1] → 1,538 (-26) [Q2]
6% less capital invested
Capital invested by funds: $63.1B [Q1] → $59.4B (-$3.67B) [Q2]
19% less first-time investments, than exits
New positions opened: 108 | Existing positions closed: 134
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Raymond James Jayson Bedford 73% 1-year accuracy 22 / 30 met price target | 16%upside $270 | Outperform Maintained | 2 Aug 2024 |
Stifel Rick Wise 68% 1-year accuracy 19 / 28 met price target | 20%upside $280 | Buy Maintained | 26 Jul 2024 |
Citigroup Joanna Wiensch 100% 1-year accuracy 2 / 2 met price target | 10%upside $255 | Neutral Maintained | 10 Jul 2024 |
Evercore ISI Group Vijay Kumar 90% 1-year accuracy 27 / 30 met price target | 22%upside $285 | Outperform Maintained | 2 Jul 2024 |
Financial journalist opinion
Based on 10 articles about BDX published over the past 30 days