BDX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 52.6 | P/B | 2.10 |
| EPS (TTM) | 3.31 | Dividend | 1.59% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 26.2M | 0.1% | −5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 18.5M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15.3M | n/a | n/a |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 9.1M | 0.7% | −4% |
| State Street | 13.8M | 0.1% | −1% |
| First Eagle Investment Management, LLC | 11.9M | n/a | +2% |
Top institutional owners for BDX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 29 | Feld Michael | SELL | 76 | −$14K |
| AUG 27 | Feld Michael | SELL | 165 | −$31K |
| AUG 14 | Polen Thomas E Jr | SELL | 4K | −$768K |
| AUG 12 | Goette Roland | SELL | 2K | −$441K |
| JUL 28 | Feld Michael | SELL | 75 | −$12K |
| JUN 26 | Feld Michael | SELL | 75 | −$11K |
0 insider buys, 11 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BDX yet.