Ascent Wealth Partners 13F: New $8M Stake in BDX
Key Points
- Ascent Wealth Partners initiated a new stake of 44,867 shares in Becton, Dickinson and Company valued at $8.03 million according to an October 23, 2026 SEC filing.
- Becton, Dickinson and Company shares recently traded around $200.42, sitting up about 0.8% since closing at $198.91 on the filing date.
- Wall Street firms including Citigroup, RBC Capital, and Barclays recently updated their views on the stock ahead of upcoming November earnings.
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Ascent Wealth Partners opened a new position in Becton, Dickinson and Company (NYSE: BDX), buying 44,867 shares valued at about $8.03 million. The investment was revealed in a Form 13F regulatory filing submitted to the Securities and Exchange Commission on October 23, 2026.
BDX
Becton, Dickinson and Company
What Changed in Ascent Wealth Partners's Becton, Dickinson and Company Position
The newly initiated stake gives the firm 44,867 shares of the medical technology company. Based on the market valuation provided in the disclosure, the holding carried an estimated value of $8,031,193 at the time of the report.
Other Institutional Activity in Becton, Dickinson and Company
James Hambro & Partners grew its holdings by 39,543 shares, ending with 335,229 shares worth about $60,026,104. Commonwealth Equity Services reduced its stake by 37,653 shares, ending with 78,299 shares worth about $12,208,379. First Eagle Investment Management, LLC grew its holdings by 1,887,054 shares, ending with 13,815,335 shares worth about $2,748,008,335. Massachusetts Financial Services Co. reduced its stake by 450,524 shares, ending with 8,650,967 shares worth about $1,720,763,877. Franklin Resources, Inc. grew its holdings by 1,648,588 shares, ending with 7,011,592 shares worth about $1,394,675,790.
Becton, Dickinson and Company Stock Up 3.1%
Becton, Dickinson and Company shares recently traded around $200.42 as of October 24, 2026. That price is up about 0.8% compared to when the stock closed at $198.91 on the October 23 filing date.
Recent Earnings
Becton, Dickinson and Company reported $22.48 billion in trailing twelve month revenue alongside earnings of $4.30 per share. The company is scheduled to release its next financial results on November 5, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 3.5%. Revenue met estimates.
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Profit surprise
EBITDA missed by 86 percent. Operating income missed by 91 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
2 target raises, 1 target cut.
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Earnings quality
Gross margin up 2.9 points. Operating margin down 8.4 points. Positive free cash flow.
Earnings Call Summary
BDX closed its Waters separation today and reported stronger-than-expected first-quarter results with $5.3 billion in revenue and $2.91 in earnings per share. Growth areas like PureWick and biologic drug delivery are performing well with double-digit gains, though China vaccines and Alaris remain headwinds. Management is investing aggressively in high-growth categories and has already captured 80 GLP-1 molecules in drug delivery devices.
Guidance BDX expects about $12.50 in adjusted earnings per share for the full year, roughly 6 percent growth after tariffs. Management said low single-digit revenue growth is on track. They plan to return $4 billion from the Waters separation through buybacks and debt paydown.
Neutral report. Results and guidance were close to expectations, with limited evidence of a reset either way.
Dividend
Becton, Dickinson and Company pays an annual dividend rate of $4.20 per share, which translates to a dividend yield of 2.1% based on recent trading levels.
Insider Buying and Selling at Becton, Dickinson and Company
Roland Goette sold 2,438 shares at a price of $180.84 for a total value of $440,888 on August 11, 2026. Thomas E Polen Jr sold 4,152 shares at a price of $185.00 for a total value of $768,120 on August 13, 2026. Michael Feld sold 165 shares at a price of $188.49 for a total value of $31,101 on August 26, 2026. Michael Feld sold 76 shares at a price of $183.70 for a total value of $13,961 on September 28, 2026.
Analysts Set New Price Targets
On August 7, 2026, Citigroup maintained its Buy rating on the stock while lifting its price target from $198.00 to $204.00. On the same day, RBC Capital maintained a Sector Perform rating and raised its target from $175.00 to $180.00, followed by another adjustment on August 13, 2026, taking the target to $190.00. B of A Securities maintained a Neutral rating on August 31, 2026, moving its target from $185.00 to $200.00. Later, on October 7, 2026, Barclays initiated coverage with an Underweight rating and a $165.00 price target. Across the broader analyst community, the stock holds a consensus buy rating with a mean price target of $195.57 based on 14 analyst opinions.
About Becton, Dickinson and Company
Becton, Dickinson and Company operates as a global medical technology company that invents, manufactures, and sells medical devices, laboratory instruments, and diagnostic systems. Serving hospitals, clinical researchers, and the pharmaceutical industry, the firm organizes its operations across Medical Essentials, Connected Care, BioPharma Systems, Interventional, and Life Sciences segments.
Bottom Line
Institutional interest remains active in Becton, Dickinson and Company as the firm approaches its next earnings announcement in early November. Investors continue to monitor institutional accumulation trends alongside upcoming quarterly performance metrics.
Related Filing Alerts
Source: Ascent Wealth Partners's 13F filing on $BDX (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts