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BDX

BECTON DICKINSON & COEvidence as of 2026-09-02

Overview · BECTON DICKINSON & CO

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. The company's BD Medical segment provides peripheral intravenous (IV) and advanced peripheral catheters, central lines, acute dialysis…

SectorHealthcare
IndustryMedical Instruments & Supplies
Typeequity
ExchangeNYSE
Employees77,000
www.bd.com

Management team

  • Mr. Greg Rodetis · Senior VP, Treasurer & Head of Investor RelationsFind on LinkedIn
  • Ms. Denise Russell Fleming · Executive VP of Technology & Global Services and Chief Information OfficerFind on LinkedIn
  • Dr. Joseph M. Smith F.A.C.C, M.D., Ph.D. · Senior VP & Chief Scientific OfficerFind on LinkedIn
  • Ms. Elizabeth McCombs · Executive VP & Chief Technology OfficerFind on LinkedIn

Start your 7-day free trial to see the full management team.

Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.

Moneyta sentiment

Where the published evidence leans after the desk debated it — not a rating or a recommendation.

Mixedhigh confidence
−2 · strongly unfavorable0 · balanced+2 · strongly favorable

+0.0 on a −2 to +2 scale — was −0.0 before the debate changed the read.

What builds the score

Fundamentals
+0.3
Filings and risk
+0.0
Market signals
+0.3
Ownership and flow
+0.2
Insider activity
−0.8

Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.

News tonecontext · not scored+0.0 observed
3 favorable0 neutral3 unfavorableacross 3 outlets

Editor's note

Written after the debate settled — the rest of the page is the evidence behind it.

GoodwinAI editor

The evidence balance is Mixed (+0.0 of a possible +2; was -0.0 before debate) · confidence high. Reported revenues were USD 5,252,000,000 in Q1 2026 (fiscal quarter ended 2025-12-31), fell to USD 4,714,000,000 in Q2 2026 (fiscal quarter ended 2026-03-31) and rose to USD 4,983,000,000 in Q3 2026 (fiscal quarter ended 2026-06-30). Operating income compressed sharply to USD 93,000,000 in Q2 2026 from USD 552,000,000 in Q1 2026 and rebounded to USD 663,000,000 in Q3 2026, implying operating margins of ~ 10.5% in Q1 2026, ~ 2.0% in Q2 2026 and ~ 13.3% in Q3 2026; net income swung from USD 382,000,000 (Q1 2026) to a loss of USD 311,000,000 (Q2 2026) and back to USD 377,000,000 (Q3 2026).

Balance-sheet and capital structure lines show weighted-average diluted shares falling from 285,845,000 in Q1 2026 to 275,158,000 in Q3 2026 and point-in-time long-term noncurrent debt declining from USD 17,940,000,000 as of 2024-09-30 to USD 13,511,000,000 as of 2026-06-30; cash and cash equivalents moved modestly around USD 700–813,000,000 on the reported dates. Market signals are mixed-to-constructive: momentum_3m +30.5%, golden_cross true with price_vs_sma50 +11.6% and price_vs_sma200 +18.4% (as of 2026-09-01), low market sensitivity (beta_spy 0.35), but elevated volatility (vol_90d_annualized +30.4%) and a three‑year max drawdown of -39.6%. Valuation snapshots show trailing twelve‑month FCF of USD 3.02 billion (FCF/share USD 10.9755), implied FCF growth embedded at 5.18%, price-to-FCF 17.05, EV/EBITDA 14.62, trailing P/E 51.98, enterprise value USD 63,772,018,016 and market cap USD 50,969,018,016 (price USD 187.12 on 2026-09-01). Insider filings report aggregate sales of about USD 799k in the 180‑day window and no open‑market insider purchases in the supplied data.

How this note was made

every stage ran before the note was written
Analystsread the evidence
Debatebull ⇄ bear ×2
Chairrules on every claim
Riskstress-tests the read
Sentimentweighs what survived
Editorwrites the note

Analyst desk

Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.

MercerAI fundamentals analyst
+1.0

Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.

Reported revenues were USD 5,252,000,000 for fiscal Q1 2026 (2025-10-01 to 2025-12-31, 3mo) and fell to USD 4,714,000,000 in fiscal Q2 2026 (2026-01-01 to 2026-03-31, 3mo) before rising to USD 4,983,000,000 in fiscal Q3 2026 (2026-04-01 to 2026-06-30, 3mo).

XBRL companyfacts · 0000010795-26-000005

Operating income showed a sharp compression in fiscal Q2 2026 to USD 93,000,000 (from USD 552,000,000 in fiscal Q1 2026) and rebounded to USD 663,000,000 in fiscal Q3 2026; that implies operating margins of ~10.5% in fiscal Q1 2026 (552 / 5,252), ~2.0% in fiscal Q2 2026 (93 / 4,714), and ~13.3% in fiscal Q3 2026 (663 / 4,983).

XBRL companyfacts · 0000010795-26-000026
OakesAI filings and risk analyst
+0.0

Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.

Which filings the desk reads

The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.

A Form 4 insider filing was submitted with the 4 filed 14 August 2026, filed 2026-08-14.

4 filed 2026-08-14

A Form 4 insider filing was submitted with the 4 filed 24 August 2026, filed 2026-08-24.

4 filed 2026-08-24
NashAI market signals analyst
+0.0

Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.

Momentum measures are positive: momentum_3m is +30.5%, momentum_6m is +8.8%, and momentum_12_1 is +24.4%, with rank_momentum_6m at the 55th percentile and rank_momentum_12_1 at the 66th percentile of a 547-stock universe (as of 2026-09-01).

Moneyta signal set · 2026-09-01weakened in debate

Technical trend indicators are constructive on the supplied dates: golden_cross is true, price_vs_sma50 is +11.6%, and price_vs_sma200 is +18.4% (as of 2026-09-01, cross_age_days = 17).

Moneyta signal set · 2026-09-01
EllisAI ownership and flow analyst
+0.0

Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.

As of 2026-09-02, BDX is held in multiple large ETFs including XLV (weight 1.01%), VYM (0.32%), VTV (0.30%), VOO (0.13%), SCHX (0.12%), SCHB (0.09%), and IVV (0.06%).

ETF constituents · market data

The latest reported 13F quarter (as of 2026-03-31) shows total institutional 13F value of $3.2M, with a single reported holder (Dakota Wealth Management) and quarter-over-quarter value change of -30.1%.

13F holdings · 1 filers · as of 2026-03-31weakened in debate
YatesAI news analyst
+0.0

Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.

A report on 1 September 2026 indicates UBS AM trimmed its Becton, Dickinson and Company stake by 110,762 shares (a 5.9% reduction) in the second quarter.

News · thelincolnianonline.com · 2026-09-01

A report on 31 August 2026 states Flputnam Investment Management Co. boosted its Becton, Dickinson and Company holdings by 293.8% in the second quarter, owning 10,080 shares after additional purchases.

News · thelincolnianonline.com · 2026-08-31
TalbotAI insider activity analyst
−1.0

Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.

Insiders reported aggregate sales of "$799k" in the 180-day window covered by the parsed transactions.

Form 4 · Polen Thomas E Jr (Chairman, CEO and President) · $7.2M code M · 2026-08-13

No insider open-market purchases are recorded in the provided data; the parsed summary shows "bought": "$0" and "distinct_buyers": 0.

Form 4 · Feld Michael (EVP, Chief Revenue Officer) · $0 code F · 2026-08-20
ArcherAI valuation analyst
+0.0

Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.

The model reports an implied free cash flow (FCF) growth rate of 5.18% (0.0518) that today's price would justify under the stated discount and terminal assumptions.

Valuation inputs · SEC XBRL + stored EOD close

Trailing twelve-month free cash flow (FCF) is $3.02 billion and FCF per share is $10.9755, based on shares outstanding of 272,386,800 as of 2026-06-30.

Valuation inputs · SEC XBRL + stored EOD close

Debate and risk review

A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.

Debate1 round · 8 claims contested

A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.

The bull case

Several pieces of the supplied evidence jointly support a constructive read: long-term debt has declined materially between 2024-09-30 and 2026-06-30, weighted-average diluted shares outstanding and point-in-time shares have fallen (supporting per-share metrics), and operating income and net income both showed a sharp rebound in fiscal Q3 2026 after a compression in Q2. Market signals align with those fundamentals on the supplied dates: positive momentum, a recent golden cross with price above the 50- and 200-day SMAs, low sensitivity to the S&P 500, and an income profile with a 2.24% trailing dividend yield and multi-year dividend growth. Valuation and cash-flow evidence (TTM FCF $3.02B, FCF/share $10.98, implied market FCF growth ~5.18%, and moderate price/FCF and EV/EBITDA multiples) provide context that the market price embeds a reasonable free-cash-flow growth expectation. Taken together, these claims form a coherent snapshot of improving operating performance, balance-sheet de-leveraging, shareholder-friendly share count trends, and constructive technical/momentum positioning on the supplied dates.

The bear case

Chair's verdict, claim by claim

A report on 1 September 2026 indicates UBS AM trimmed its Becton, Dickinson and Company stake by 110,762 shares (a 5.9% reduction) in the second quarter.The report that UBS AM trimmed its stake by the stated amount on the cited date is a factual news item in the supplied set.upheld
A report on 31 August 2026 states Flputnam Investment Management Co. boosted its Becton, Dickinson and Company holdings by 293.8% in the second quarter, owning 10,080 shares after additional purchases.The report that Putnam increased holdings by the stated percentage and resulting share count is supported by the supplied news item.upheld
Momentum measures are positive: momentum_3m is +30.5%, momentum_6m is +8.8%, and momentum_12_1 is +24.4%, with rank_momentum_6m at the 55th percentile and rank_momentum_12_1 at the 66th percentile of a 547-stock universe (as of 2026-09-01).Momentum metrics are correctly reported but a base-rate flag notes many universe names share positive momentum, so this market-wide condition weakens company-specific inference.weakened
Risk review

Fragility · computed, not argued

diversified0.27

35 surviving claims rest on 20 distinct sources; the heaviest analyst carries 17% of them, and 97% of what the desk raised survived the debate.

The read is moderately robust in source breadth but shows analyst concentration and strong survivorship through debate. Because one analyst accounts for a meaningful share and most claims survived review, treat individual items as well-vetted but still somewhat dependent on a few contributors and the same underlying documents.

Peer context · computed, not argued

12-1 momentum ranks 2nd of 3 in Medical Instruments & Supplies (as of 2026-09-01).

90-day volatility ranks 2nd of 3 in Medical Instruments & Supplies (as of 2026-09-01).

dividend yield ranks 1st of 3 in Medical Instruments & Supplies (as of 2026-09-01).

Disconfirming evidence · base rates · falsifiers

Context

Outside consensus, and where this name already sits in your own portfolio.

The street's viewAnalyst consensus · third-party · 2026-09-01
Buy Hold Sell Target

Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.

What this was built from

Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.

16 filings· 2 cited

SEC XBRL filings

Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.

Read by Mercer+0.3 to the score

3 documents· 2 cited

SEC filing documents

The filings themselves, including the year-over-year comparison of Item 1A risk factors.

Read by Oakes+0.0 to the score

1 signal set

Moneyta signal set

Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.

Read by Nash+0.3 to the score

3 holdings records· 2 cited

Fund holdings

Which funds hold this name and at what weight, plus insider Form 4 filings.

Read by Ellis+0.2 to the score

8 headlines· 2 cited

News coverage

Recent headlines about this company, rating chatter excluded and nothing published after the report date.

Read by Yatesnothing survived

3 filings· 2 cited

Insider filings

Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.

Read by Talbot−0.8 to the score

1 computation

Valuation inputs

TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.

Read by Archercontext only

1 record· 0 cited

Company profile

Sector, industry and company details.

1 record· 0 cited

Analyst consensus

Third-party consensus, shown for context only — it never enters Moneyta sentiment.

Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.

Social sentiment

Crowd chatter as an evidence stream.

Coming soon

Aggregated tone from public social feeds will join the desk as its own evidence stream — read by its own analyst, contested in the same debate, and shown with the same sourcing as every other claim. Until it earns that bar, nothing renders here.

RPT-783da16eevidence 27ba6dd1d7b5generated 9/2/2026, 2:04:29 AM · 102s15 model calls View trail

Written by AI, checked against sources

The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.

Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.

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Institutional holders

Net institutional flow, Q/Q

Largest holder position

Insider buys, 90 days

Clustered insider value

Street target range

The real figures are for members. Educational analysis, not advice.

Educational analysis of published data. Moneyta does not give investment advice or make recommendations.