BDX jumps after Q2 results and raised FY2026 EPS outlook

Becton, Dickinson and Company (BDX) is up 5.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move higher appears tied to BD’s fiscal Q2 2026 earnings update, which included adjusted EPS that exceeded management’s expectations and a raise to full-year adjusted EPS guidance. Investors may also be reacting positively to capital-return actions and the company’s leadership update announced the same morning.

Details:

BD reported fiscal Q2 2026 revenue of $4.7 billion (quarter ended March 31, 2026) and adjusted diluted EPS from continuing operations of $2.90.

BD raised its fiscal 2026 adjusted diluted EPS guidance range to $12.52–$12.72 from $12.35–$12.65, while reaffirming its revenue growth expectations.

BD said it executed a $2.0 billion accelerated share repurchase program and retired $2.1 billion of debt during the quarter.

BD named Vitor Roque executive vice president and chief financial officer effective May 7, 2026, and disclosed related compensation details in a current report amendment.

Sources:

BD Investor Relations, U.S. Securities and Exchange Commission

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$BDX Insider Trading Activity

$BDX insiders have traded $BDX stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.

Here’s a breakdown of recent trading of $BDX stock by insiders over the last 6 months:

MICHAEL DAVID GARRISON (EVP & Pres Med.Essntl&BioPharm) has made 0 purchases and 3 sales selling 2,239 shares for an estimated $457,308.
BERTRAM L SCOTT has made 0 purchases and 2 sales selling 1,170 shares for an estimated $212,345.
MICHAEL FELD (EVP, Chief Revenue Officer) has made 0 purchases and 6 sales selling 448 shares for an estimated $80,860.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

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$BDX Hedge Fund Activity

We have seen 634 institutional investors add shares of $BDX stock to their portfolio, and 787 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

AUTO-OWNERS INSURANCE CO removed 40,501,260 shares (-99.5%) from their portfolio in Q1 2026, for an estimated $6,303,616,106
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 6,005,889 shares (-37.0%) from their portfolio in Q4 2025, for an estimated $1,165,562,878
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 4,568,558 shares (-75.3%) from their portfolio in Q4 2025, for an estimated $886,620,051
VANGUARD GROUP INC added 4,223,149 shares (+13.0%) to their portfolio in Q4 2025, for an estimated $819,586,526
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 4,140,223 shares (-99.6%) from their portfolio in Q1 2026, for an estimated $644,384,307
GENERATION INVESTMENT MANAGEMENT LLP removed 1,984,672 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $385,165,295
JPMORGAN CHASE & CO removed 1,794,165 shares (-33.9%) from their portfolio in Q4 2025, for an estimated $348,193,601

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$BDX Government Contracts

We have seen $107,094,675 of award payments to $BDX over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

INFUSION PUMPS AND SERVICES: $5,519,658
PHARMACY INPATIENT AUTOMATION SUPPORT - ENTERPRISE MAINTENANCE AND SUPPORT SERVICES: $5,352,302
INFUSION PUMPS MULTIPLE-AWARD IDIQ VISN 10 ORDER: $5,252,124
INFUSION PUMPS: $5,057,297
8511358199!PHARMACY AUTOMATION MAINTENAN: $4,072,311

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

$BDX Congressional Stock Trading

Members of Congress have traded $BDX stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $BDX stock by members of Congress over the last 6 months:

REPRESENTATIVE KEVIN HERN sold up to $50,000 on 03/17.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.

$BDX Price Targets

Multiple analysts have issued price targets for $BDX recently. We have seen 13 analysts offer price targets for $BDX in the last 6 months, with a median target of $180.0.

Here are some recent targets:

Joshua Jennings from TD Cowen set a target price of $163.0 on 05/04/2026
Jason Bednar from Piper Sandler set a target price of $159.0 on 04/17/2026
David Roman from Goldman Sachs set a target price of $167.0 on 04/10/2026
David Toung from Argus Research set a target price of $180.0 on 03/23/2026
Matt Miksic from Barclays set a target price of $202.0 on 02/11/2026
Joanna Wiensch from Citigroup set a target price of $198.0 on 02/11/2026
Matthew Taylor from Jefferies set a target price of $190.0 on 02/10/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.