Vanguard Fiduciary Trust 13F: New $243M Stake in BDX
Vanguard Fiduciary Trust opened a major new stake in Becton, Dickinson and Company, buying 1,603,444 shares during the period.
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Vanguard Fiduciary Trust opened a new position of 1,603,444 shares in Becton, Dickinson and Company ($BDX), according to a 13F filing with the SEC dated May 8, 2026. It reported 1,603,444 shares worth $242.65 million at the end of the quarter.
Since the filing, $BDX is down 4.0% after 1 week, up 0.4% after 1 month and up 30.0% to date (from the $147.51 close on May 8, 2026).
Find the original: Vanguard Fiduciary Trust 13F filings on SEC EDGAR
BDX
Becton, Dickinson and Company
Key Points
- Vanguard Fiduciary Trust opened a brand-new stake in Becton, Dickinson and Company NYSE: BDX, buying 1,603,444 shares worth roughly $242.6 million according to its latest Form 13F filing with the SEC.
- The medical supply company trades near the lower end of its 52-week range, with a trailing P/E ratio of 31.3 and a forward P/E ratio of 13.6.
- Company executives recently completed stock sales, including EVP Michael Feld selling 75 shares on June 26, 2026, under a planned trading rule.
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Vanguard Fiduciary Trust Opens New Position in Becton, Dickinson and Company
Vanguard Fiduciary Trust added a brand-new holding in Becton, Dickinson and Company NYSE: BDX, picking up 1,603,444 shares in its latest Form 13F filing with the SEC for the period ended May 8, 2026. The newly initiated stake was valued at approximately $242.6 million based on the period's cost basis.
Vanguard Fiduciary Trust vs. the S&P 500
Hypothetical returns from Vanguard Fiduciary Trust's disclosed trades, not real profit or advice. How we model this.
Position Details and Portfolio Impact
Because this is a brand-new buy, Vanguard Fiduciary Trust established a fresh position with zero prior shares, scaling up immediately to 1,603,444 shares. Since 13F filings look backward at holdings from the end of the reporting period, this filing reflects positions held at that time and may not represent the investor's current holdings today.
Becton, Dickinson Stock Performance
The stock recently changed hands around $151.33 per share, sitting closer to the lower end of its 52-week span between $127.59 and $193.07. The firm has a market capitalization of roughly $49.2 billion.
Recent Earnings Report
The medical firm generated $22.5 billion in revenue with a revenue growth rate of 5.4%, alongside basic earnings of $5.77 per share. The business reported a net margin of 4.2% and a return on equity of 6.6%, with its next quarterly financial report 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 Payments
The company shares profits with investors via an annual dividend rate of $4.20 per share, delivering a dividend yield of 2.32%. The firm's dividend payout ratio sits at 72.49%.
Insider Buying and Selling at Becton, Dickinson and Company
Company leaders have also made recent adjustments to their personal holdings. On June 26, 2026, EVP and Chief Revenue Officer Michael Feld sold 75 shares at an average price of $152.80 for a total value of $11,460 under a Rule 10b5-1 plan. Earlier on June 24, 2026, EVP and President of Medical Essentials and BioPharma Garrison Michael David sold 1,100 shares at an average price of $145.66 for a total value of $160,226 in a planned transaction.
Wall Street Analyst Views
Analyst firms continue to review the medical device maker with varying outlooks. On October 7, 2026, Barclays initiated coverage on the stock with an underweight rating and a $165.00 price target. Later on August 31, 2026, B of A Securities maintained a neutral rating while raising its price target from $185.00 to $200.00. Overall, the stock carries a consensus buy recommendation from 12 analysts with a mean price target of $195.67.
Inside Becton, Dickinson Operations
Becton, Dickinson and Company operates out of Franklin Lakes, New Jersey, building medical supplies, lab gear, and diagnostic tools for healthcare providers globally. The firm runs multiple divisions focused on medical essentials, connected care, and life sciences products used by hospitals and researchers worldwide.
What to Watch at Becton, Dickinson and Company
Investors will look toward the company's next earnings report in November and subsequent regulatory filings to see if large funds maintain these positions. These disclosures offer a window into past institutional choices rather than an active recommendation to buy or sell shares.
Related Filing Alerts
Source: Vanguard Fiduciary Trust's 13F filing on $BDX (May 8, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Vanguard Fiduciary Trust 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts