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BDBDX

Becton, Dickinson and Company

$BDX·$52B·Medical - Instruments & Supplies·Healthcare
$191.75-1.0%YTD+26.9%1Y+31.7%
Price updated 8h ago·X counts updated 5d ago
BDBDX
$BDXBecton, Dickinson and Company
$191.75-1.04%1.4k posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BDX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,355X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BDX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 53% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data31 posts analyzed · as of 2026-10-02

The $BDX feed is entirely Beldex privacy-coin promoters, not Becton Dickinson — the conversation is a steady drumbeat about the BNS naming system, masternode staking, the Privacy Gateway Visa card and 12M+ BDX already burned. The tone is uniformly bullish-but-utilitarian: holders are talking adoption and infrastructure rather than price. There is no bear voice in the window; the ticker-collision means stock-related sentiment effectively doesn't exist here.

Read what X is saying about $BDX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BDX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Classic defensive medtech — real business is softening at the top line while X talks about an unrelated privacy coin.

Becton Dickinson is the Dividend King medical-devices supplier — syringes, IV catheters, diagnostic labs, surgical instruments — the kind of boring compounder institutional investors own for defensive consistency. The stock is up 16% YTD mostly on multiple expansion, but the top line went backwards last quarter.

  • Revenue fell 10.6% YoY last quarter to $4.71B with operating margin collapsing to 2% — not a one-off, it's the second consecutive sequential decline, and the business is in a messy divestiture/restructuring phase that the market hasn't fully priced.
  • At 37x trailing earnings and 2.6x sales for a 2% operating margin business, this is an "income + stability" multiple getting paid for stability that's genuinely wobbling; FY26 EPS consensus of $12.67 implies a full margin recovery that nobody has confirmed.
  • No insider selling of consequence (small automatic trims), but no insider buying either — exactly what you'd expect from a mature DK where management holds through soft patches.

Stalled is the honest read until Nov 5 earnings re-accelerate the medical-devices segment or the Interventional divestiture closes with a cleaner comparables set. A revenue print below $4.9B, or operating margin below the 10% full-year run rate, is what tips this into breaking-down.

Differs from X sentimentThe X chatter is community-driven promotion of Beldex (BDX) the privacy-focused cryptocurrency — masternodes, BNS names, BChat, Visa virtual card — none of which has any mechanical connection to Becton Dickinson the medical-devices company whose actual tape is lagging its own peer group.

What to watch: Nov 5 earnings — Medical segment revenue growth (needs to flip positive YoY) and operating margin recovery toward 10%. A second consecutive sub-$5B revenue print would move this toward breaking-down.

On the calendar: 2026-11-05 — Q4 FY26 earnings

Read the AI verdict on $BDX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes medical devices, diagnostic systems, and drug delivery equipment for hospitals and clinical laboratories.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $BDX.

Medical - Instruments & Supplies · Healthcare

No material change from last week — Procedure-volume normalization lifting surgical robotics and sterile supply demand.

What this means for $BDX

Partial — Makes medical devices, diagnostic systems, and drug delivery equipment for hospitals and clinical laboratories.

Industry benchmark

9-name peer basket
-3.5%YTD
+0.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
37.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
10.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
46.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$3.23$3.14+2.9%
Q1 2026May 7, 2026$2.90$2.78+4.3%
Q4 2025Feb 9, 2026$2.91$2.21+31.7%
Q3 2025Nov 6, 2025$3.96$3.92+1.0%
Next earningsThu, Nov 5·consensus EPS $4.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$4.7B-10.6%45.7%2.0%$-1.11$546.0M
Q1 FY26$5.3B+1.6%44.6%11.3%$1.34$549.0M
Q4 FY25$5.9B+8.3%47.5%11.8%$1.72$1.0B
Q3 FY25$5.5B+10.4%47.8%16.0%$2.00$1.0B

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$19.3B$19.1B – $20.0B$12.67$12.08 – $12.766
FY27$19.7B$19.4B – $20.4B$13.24$13.05 – $13.8010
FY28$20.5B$20.2B – $21.2B$14.16$11.84 – $16.4710
FY29$21.1B$20.6B – $21.7B$15.20$14.92 – $15.772
FY30$21.9B$21.6B – $22.5B$16.28$15.98 – $16.891

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.94%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+16.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 271.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.285-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 28Michael FeldEVP, Chief Revenue Officer76 sh$14KSellAug 26Michael FeldEVP, Chief Revenue Officer165 sh$31KSellAug 13Thomas E PolenCEO4.2K sh$768KSellAug 11Roland GoettePresident2.4K sh$441KSellJul 27Michael FeldEVP, Chief Revenue Officer75 sh$12KSellJun 26Michael FeldEVP, Chief Revenue Officer75 sh$11KSellJun 24Garrison Michael DavidEVP & Pres Med.Essntl&BioPharm1.1K sh$160KSellJun 10Garrison Michael DavidEVP & Pres Med.Essntl&BioPharm1.1K sh$167KSellJun 1Thomas E PolenCEO2.8K sh$405KSellMay 26Michael FeldEVP, Chief Revenue Officer75 sh$11K
1–10 of 11
+ 14 other (7 awards · 3 inkinds · 2 exempts · 2 returns) in window

See when $BDX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 228-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Becton, Dickinson and Company announced that Michael D. Garrison, Executive VP and President of the Medical Essentials and BioPharma Systems segments, intends to retire, as disclosed July 19, 2026. Garrison will remain through fiscal year-end to support transition; BD has launched a search for a new President of Medical Essentials, while BioPharma Systems will report directly to Chairman/CEO Thomas Polen going forward. This is a material leadership change at two segments — the restructuring of reporting lines signals BD is streamlining its operating model, though the managed transition limits near-term disruption.

3New insider — initial holdingsJun 223
AI summary

Manish Sinha filed a Form 3 (initial statement of beneficial ownership) as newly appointed EVP and Chief People Officer of Becton Dickinson & Co, with a reporting date of June 22, 2026. Sinha directly owns 8,806 shares of common stock (including RSUs) and holds stock appreciation rights over 31,178 underlying shares across seven annual grants with exercise prices ranging from $167.25 to $188.63 and expirations from 2027 to 2034. Routine insider registration filing establishing baseline ownership for a newly appointed senior executive.

3New insider — initial holdingsJun 23
AI summary

Becton Dickinson (BDX) — Peter Menziuso filed an initial Form 3 via power of attorney (Donna Kalazdy), reporting no securities beneficially owned. Routine new insider Form 3.

8-KPress release / Reg FDMay 298-K — Item 7.01: Press release / Reg FD
AI summary

Becton, Dickinson and Company (BD) disclosed under Regulation FD that it has resumed U.S. shipments of ChloraPrep™ antiseptic products after lifting a voluntary ship hold it had placed on May 6, 2026. BD implemented the hold to conduct additional final release testing following an FDA Warning Letter for its El Paso manufacturing facility. All additional testing has returned acceptable results and no patient safety signals have been identified. The resumption of shipments is a positive operational signal, though the underlying El Paso Warning Letter and associated compliance risks remain an ongoing concern.

8-KMaterial agreementMay 208-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Becton, Dickinson and Company (BDX) filed an 8-K on May 20, 2026 disclosing a material definitive agreement (Item 1.01) and creation of a direct financial obligation (Item 2.03). Becton Dickinson is a Franklin Lakes, New Jersey-based medical devices and diagnostics company listed on the NYSE. The combination of Items 1.01 and 2.03 typically reflects a new credit facility or debt financing agreement; this is a capital structure event for a large-cap medical technology company.

8-K/AOfficer or director change (amended)May 78-K/A — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

BDX disclosed a personnel change (8-K Item 5.02, dated 2026-05-07). Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KCharter amendmentApr 298-K — Item 5.03: Charter amendment
AI summary

BDX filed an 8-K (Item 5.03) dated 2026-04-29. AMENDMENT TO ARTICLES OF INCORPORATION OR BYLAWS; CHANGE IN FISCAL YEAR. On April 28, 2026, the Board of Directors of Becton, Dickinson and Company (the “Company”) approved the amendment and restatement of the Company’s By-laws (the “By-laws”).

+ 18 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 11-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BD's Revello Stent Shows Strong AGILITY Trial Results for PAD Patientszacks.com·2d ago3 Overlooked Healthcare Dividend Stocks That Could Keep Paying for Decades247wallst.com·2d agoWill Becton Dickinson (BDX) Beat Estimates Again in Its Next Earnings Report?zacks.com·8d agoBecton, Dickinson and Company $BDX Shares Acquired by YHB Investment Advisors Inc.defenseworld.net·8d agoBD to Announce Financial Results for its Fourth Quarter and Full Year of Fiscal 2026prnewswire.com·9d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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