James Hambro & Partners 13F: Adds $7.1M to BDX Stake
Key Points
- James Hambro & Partners lifted its Becton, Dickinson and Company holdings by 13.4% to finish with 335,229 shares worth about $60.0 million.
- Becton, Dickinson and Company shares recently traded around $190.74, sitting below their 52-week high of $195.99.
- The medical device maker posts trailing twelve-month revenue of $22.48 billion ahead of its next earnings report on November 5, 2026.
Since the filing, $BDX is up 1.5% to date (from the $190.74 close on Oct 19, 2026).
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James Hambro & Partners boosted its stake in Becton, Dickinson and Company (NYSE:BDX) by 13.4% during the period, according to a Form 13F filing disclosed on October 19, 2026. The firm purchased an additional 39,543 shares to bring its total holding to 335,229 shares.
BDX
Becton, Dickinson and Company
What Changed in James Hambro & Partners's Becton, Dickinson and Company Position
The reported value of the fund's investment reached $60,026,104 at the time of the filing. Prior to this adjustment, the firm held 295,686 shares in the medical technology company.
Other Institutional Activity in Becton, Dickinson and Company
First Eagle Investment Management, LLC grew its holdings by 1,887,054 shares, ending with 13,815,335 shares worth about $2,674,607,411. Massachusetts Financial Services Co. reduced its stake by 450,524 shares to finish with 8,650,967 shares valued at roughly $1,674,801,259. Franklin Resources, Inc. added 1,648,588 shares for a final position of 7,011,592 shares worth about $1,357,423,177.
Becton, Dickinson and Company Stock Holds Steady
Becton, Dickinson and Company shares closed at $190.74 on October 19, 2026, and recently traded around that exact level. The stock sits below its 52-week peak of $195.99 and well above its 52-week low of $127.59. Shares also trade above their 50-day moving average of $184.15 and their 200-day moving average of $164.29.
Recent Earnings
Becton, Dickinson and Company reported trailing twelve-month revenue of $22,484,000,768 alongside trailing earnings of $4.30 per share. The company generated a net profit margin of 4.2% and a return on equity of 6.6%, with year-over-year revenue growth coming in at 5.4%. The company's next earnings report is scheduled for 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
Investors receive an annual dividend rate of $4.20 per share, which translates to a dividend yield of 2.2%. The payout uses 72.5% of earnings.
Insider Buying and Selling at Becton, Dickinson and Company
Officer Roland Goette sold 2,438 shares on August 11, 2026, at an average price of $180.84 for a total value of $440,888. Chief Executive Officer Thomas E Polen Jr sold 4,152 shares on August 13, 2026, at $185.00 per share totaling $768,120. Officer Michael Feld sold 165 shares on August 26, 2026, at $188.49 per share for $31,101, and later sold 76 shares on September 28, 2026, at $183.70 per share for $13,961.
Analysts Set New Price Targets
On August 7, 2026, Citigroup maintained its Buy rating while raising its price target from $198.00 to $204.00. On the same date, RBC Capital maintained a Sector Perform rating and bumped its target from $175.00 to $180.00, then followed up on August 13, 2026, by lifting that target to $190.00. B of A Securities maintained a Neutral rating on August 31, 2026, while raising its target from $185.00 to $200.00. Barclays initiated coverage on October 7, 2026, with an Underweight rating and a $165.00 price target. Wall Street analysts hold a consensus buy recommendation on the stock with a mean price target of $194.08 across 13 analyst opinions.
About Becton, Dickinson and Company
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, the pharmaceutical industry, and the general public worldwide. Operating through Medical Essentials, Connected Care, BioPharma Systems, Interventional and Life Sciences segments, the Franklin Lakes, New Jersey-based firm employs 72,000 people.
Bottom Line
Investors tracking Becton, Dickinson and Company will want to monitor the upcoming earnings release on November 5, 2026, for updates on revenue growth and profit margins. Future institutional filings will show whether other major funds follow James Hambro & Partners in adjusting their stakes.
Related Filing Alerts
Source: James Hambro & Partners's 13F filing on $BDX (Oct 19, 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