Becton Dickinson (BDX)

• Market cap: $58.1B
• 1 day: 1.22%
• 5 days: -0.37%
• 1 month: -11.72%
• 3 months: -15.86%
• 6 months: -15.88%
• Year to date: -10.67%
• 1 year: -13.67%
• 5 years: -23.68%
• 10 years: 40.16%
• Sector: Healthcare
• Industry: Medical Instruments & Supplies

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 prefilled 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 2024 revenue) and BD Interventional (24%) account for the remainder. International revenue accounts for 43% of the company's business.

Employees: 74,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

82% more funds holding in top 10

Funds holding in top 10: 11 [Q3] → 20 (+9) [Q4]

54% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 127

16% more call options, than puts

Call options by funds: $320M | Put options by funds: $276M

3% more funds holding

Funds holding: 1,550 [Q3] → 1,591 (+41) [Q4]

2.31% more ownership

Funds ownership: 87.75% [Q3] → 90.06% (+2.31%) [Q4]

1% less capital invested

Capital invested by funds: $61.1B [Q3] → $60.4B (-$641M) [Q4]

15% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 631

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $260 29% upside
• Avg. target: $261 29% upside
• High target: $261 29% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Piper Sandler Jason Bednar 18% 1-year accuracy 7 / 38 met price target	29% upside $260	Overweight Maintained	23 Apr 2025
Barclays Travis Steed 14% 1-year accuracy 1 / 7 met price target	29% upside $261	Overweight Maintained	7 Apr 2025