NYSE:BDX

Becton Dickinson (BDX)

155.92
+4.54 (3.00%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
131 watching
0
Investor Insights
star iconJun 27, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Becton Dickinson (BDX) has undergone significant structural changes following the spin-off of its life sciences business and subsequent merger with Waters Corp, positioning itself as a pure-play medical technology company. Management has adjusted their earnings expectations for 2026 from $15 EPS down to $12.50, indicating a shift in focus towards higher-growth, higher-margin sectors. The operating margin expectations have also seen an improvement, rising from 21% to 25%. While the stock appears reasonably priced at 14x earnings, the changes have introduced a level of risk that warrants a cautious approach. Analysts have set a price target of $200, but macroeconomic factors affecting the hospital segment remain a concern for investors looking for stability.

consensus icon
Consensus
Wait
valuation icon
Valuation
Cheap
review icon
Similar
Thermo, TMO
SELL
A big miss in earnings and sold off. Move on. Maybe it finds its footing in a few days.
HOLD
The stock took a hit but he would hold. Their pump software is not working and they had to withdraw it from the market. Yesterday, they reduced their forward earnings $12-$12.10. He wouldn't buy it today, but if it falls to 15x earnings, he would pull the trigger. They started with needles and they have existed for over 100 years. They continue to pay down their debt and their dividends are rising at around 7%. You can invest in it and let the company do what it does.
BUY

Good time to get into healthcare and which stock? The Canadian Tire of healthcare supplies. Medtronic is also good.

BUY
A very solid business, making most of the syringes etc. used in hospitals world-wide. This business is growing. They sell at 25+ times earnings because of the quality of the business. (Analysts’ price target is $282.00)
PAST TOP PICK
(A Top Pick Nov 02/18, Up 11%) Medical supplies giant. They've been around for 100 year. Syringes are their big product. They made a large acquisition but are paying down debt. They continue their investment grade credit. The medical supply business has done better than pharmaceuticals.
BUY ON WEAKNESS
Favorable time to own health stocks in front of the US elections. A very solid investment you can certainly sleep at night with it. Would be a bit cautious on the purchase price and buy it on a downturn.
TOP PICK
Just because the population is aging, doesn't mean you'll benefit from it. BDX is in medical supplies, not drugs, supplying hospitals. They've pulled back a little, because a product is under FDA review. They have a good record of raising their dividend, and they have a long runway of opportunities ahead. (Analysts’ price target is $259.67)
BUY
One of the solid players in the sector. The Health Care sector has been disrupted before elections as politicians take it out on the companies in the sector. Great time to buy it and hold it riding the volatility until the election.
BUY
A century-old company. Stumbled last quarter after the FDA pulled a product of theirs. They are great operators. They are paying down debt after an acquisition, but that will be finished soon. They have a wide moat. Good valuation, a slow grower and big in countries like China. Definitely look at it after a pullback.
DON'T BUY
He owns Stryker. BDX has been more acquisitive, and those products expose you more to lawsuits if things go wrong. They didn't have real, organic growth. You could also look at Thermal Fisher Scientific (TMO) for medical instrumentation, which he also owns.
BUY
50% recurring revenues, 50% new sales, so very stable. Recently, the tool space has rocketed. Pays a nice dividend, but he prefers WAT with a better balance sheet.
PARTIAL BUY
He hasn't looked at this in a decade. It had a bad week last week. His target is $192.75. It's close to his fair market value metric, so he likes it here.
BUY
A hundred year ago they started making syringes and needles. All the consumables in hospitals they make. They are very big in the category so they have pricing power. Dividend is rising at 10% clip.
DON'T BUY
They made a huge acquisition a few years ago and took on debt. They are OK financially but they overpaid for the company. He prefers other areas in the Health Care space. It is a big question mark how they integrate this company.
PAST TOP PICK
(A Top Pick Jan 04/18, Up 10%) They had a tremendous catalogue of hospital supplies, mostly one-time use items. Every hospital uses their stuff.
Showing 31 to 45 of 91 entries