← Top Holdings

BDXBECTON DICKINSON & CO

CUSIP: 075887109

8

Guru Owners

$947.6M

Total Value Held

4.9M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Bill Nygren	Harris Associates	2841721	$551.5M	0.70%	$194.07	Q4 2025
Steven Romick	First Pacific Advisors	1951246	$378.7M	4.99%	$194.07	Q4 2025
Robert Olstein	Olstein Capital Management	42500	$8.2M	1.69%	$194.07	Q4 2025
Hillman Value Fund	Hillman Capital Management	14230	$2.8M	1.74%	$194.07	Q4 2025
FPA Queens Road	Bragg Financial Advisors	14195	$2.8M	0.09%	$194.07	Q4 2025
Ray Dalio	Bridgewater Associates	9039	$1.8M	0.01%	$194.07	Q4 2025
Mairs & Power	Mairs & Power	7119	$1.4M	0.01%	$194.07	Q4 2025
Jensen Investment Management	Jensen Investment Management	2486	$482K	0.01%	$194.07	Q4 2025

$551.5M

0.70%

$378.7M

4.99%

$8.2M

1.69%

Hillman Value Fund

$2.8M

1.74%

FPA Queens Road

$2.8M

0.09%

$1.8M

0.01%

$1.4M

0.01%

Jensen Investment Management

$482K

0.01%

📊 Fundamentals

Market Cap$57.1B

P/E Ratio25.8x

Above market avg

Forward P/E11.7x

P/FCF18.4x

EPS (TTM)$6.12

Revenue (TTM)$21.9B

Profit Margin8.01%

Div Yield2.65%

Beta0.35

52-Week Range

$127.59

$187.35

Current: $157.59

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 25.8x trailing earnings → 11.7x forward · 8.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '258 owners · $947.6M

REDUCEDBill Nygren$551.5M

REDUCEDSteven Romick$378.7M

REDUCEDRobert Olstein$8.2M

REDUCEDHillman Value Fund$2.8M

REDUCEDFPA Queens Road$2.8M

REDUCEDRay Dalio$1.8M

Q3 '258 owners · $778.0M

INCREASEDBill Nygren$583.1M

NEWSteven Romick$175.2M

INCREASEDRobert Olstein$9.7M

REDUCEDFPA Queens Road$3.2M

REDUCEDHillman Value Fund$3.1M

INCREASEDRay Dalio$1.8M

NEWMairs & Power$1.3M

INCREASEDJensen Investment Management$465K

SOLDDan Sundheim

Q2 '257 owners · $579.3M

INCREASEDBill Nygren$502.5M

REDUCEDDan Sundheim$57.8M

INCREASEDRobert Olstein$8.8M

REDUCEDFPA Queens Road$3.5M

REDUCEDHillman Value Fund$2.9M

REDUCEDJensen Investment Management$2.2M

INCREASEDRay Dalio$1.6M

SOLDDodge & Cox

Q1 '258 owners · $476.5M

REDUCEDBill Nygren$295.9M

NEWDan Sundheim$153.9M

NEWFPA Queens Road$6.8M

NEWHillman Value Fund$3.9M

NEWJensen Investment Management$3.1M

REDUCEDRay Dalio$2.8M

Q4 '245 owners · $221.0M

NEWBill Nygren$202.7M

INCREASEDRobert Olstein$9.8M

REDUCEDRay Dalio$7.3M

INCREASEDDavid Katz$1.1M

Q3 '244 owners · $29.2M

INCREASEDRay Dalio$11.3M

INCREASEDRobert Olstein$9.2M

INCREASEDDavid Katz$8.5M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

3%analyst est. 2.9%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

14.2%current: 14.2%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

BDX: Held by 8 superinvestors · 22 congress member trades

$1,001 - $15,0002025-11-10

$1,001 - $15,0002025-11-03

$1,001 - $15,0002025-08-04

SELLLisa McClainR

$1,001 - $15,0002025-06-24

BUYLisa McClainR

$1,001 - $15,0002025-06-17

$1,001 - $15,0002025-05-28

$1,001 - $15,0002025-05-19

BUYRob BresnahanR

$1,001 - $15,0002025-05-15

BUYThomas Kean JrR

$1,001 - $15,0002025-05-13

$1,001 - $15,0002025-04-27

$1,001 - $15,0002025-04-23

$1,001 - $15,0002025-04-21

$1,001 - $15,0002025-04-17

$1,001 - $15,0002025-04-15

SELLRob BresnahanR

$1,001 - $15,0002025-04-08

$1,001 - $15,0002025-04-07

$1,001 - $15,0002025-04-04

SELLJefferson ShreveR

$15,001 - $50,0002025-03-05

$1,001 - $15,0002025-02-25

$1,001 - $15,0002025-02-19