Becton Dickinson & Co Stock Price, News & Analysis

BD (NYSE: BDX), a leading medical technology company, has achieved a significant milestone as its Urology and Critical Care (UCC) and Surgery business units became the first in the medical technology industry to receive the diamond-level rating across all seven supply chain resilience domains from the Healthcare Industry Resilience Collaborative (HIRC).

The achievement follows a rigorous audit process evaluating multiple areas including demand planning, supplier management, inventory management, logistics, supply chain visibility, risk management, and operational health. This recognition builds upon BD's previous Transparency Partner Badge received in 2023 and reflects the company's ongoing investments in supply chain and manufacturing operations improvements.

BD (NYSE: BDX) has announced a $35 million investment to expand its prefilled flush syringe manufacturing capacity at its Columbus, Nebraska facility. The expansion will create approximately 50 new jobs and increase production of BD® PosiFlush™ Prefilled Flush Syringes by hundreds of millions of units annually.

The company has already invested over $80 million in the past three years, increasing U.S. production by more than 750 million units, including a 10% increase this year. This investment is part of BD's larger $2.5 billion commitment to enhance U.S. manufacturing capacity over the next five years.

The Columbus facility, operating for over 75 years, is the largest manufacturer of prefilled flush devices in the U.S. BD currently operates more than 30 U.S. manufacturing and distribution facilities across 17 states and Puerto Rico, employing over 10,000 people.

BD (NYSE: BDX) has submitted an FDA application for a groundbreaking at-home HPV testing solution that could revolutionize cervical cancer screening. The innovative system combines a user-friendly self-collection swab with advanced laboratory robotics through the BD COR™ System.

The technology detects more high-risk HPV strains than any other available test and features a convenient self-collection process that eliminates the need for in-office gynecological visits. According to a Harris Poll survey, 72% of U.S. women have delayed gynecology visits, while 81% desire more comfortable testing options. The BD Onclarity™ Assay has been included in ASCCP's Enduring Risk-Based Management Guidelines, and self-collection testing is currently under consideration in USPSTF draft recommendations.

BD (NYSE:BDX) has received FDA 510(k) clearance for its BD Veritor™ System for SARS-CoV-2, a rapid COVID-19 antigen test. The digital test delivers results in approximately 15 minutes at various point-of-care locations including doctors' offices, urgent care centers, and retail clinics.

The test, previously available under Emergency Use Authorization since September 2020, will transition to the new FDA-cleared version in early fall 2025. The BD Veritor™ System uses chromatographic digital lateral flow immunoassay technology to provide objective results from nasal swab specimens taken within six days of symptom onset, and is designed for use in CLIA-waived environments.

BD (NYSE: BDX) has announced its first pharma-sponsored combination product clinical trial using the BD Libertas™ Wearable Injector for subcutaneous delivery of complex biologics. The announcement follows successful outcomes from over 50 pre-clinical and clinical studies, with 100% of participants indicating likely future use of the device.

The BD Libertas™ Wearable Injector is designed to enable home-based self-injection of biologics, potentially converting treatments from hospital-based infusions to at-home care. The device supports delivery of high-viscosity biologics up to 50 centipoise and is available in 2-5mL and 5-10mL configurations. This development comes as the biologics market is projected to reach $670 billion by 2030.

BD (NYSE: BDX), a leading global medical technology company, has announced its quarterly dividend declaration. The Board of Directors has declared a quarterly dividend of $1.04 per common share. The dividend will be paid on September 30, 2025, to shareholders of record as of September 8, 2025. Based on this quarterly payout, the indicated annual dividend rate stands at $4.16 per share.

Waters (NYSE:WAT) and BD have announced a transformative $17.5 billion merger combining BD's Biosciences & Diagnostic Solutions business with Waters through a tax-efficient Reverse Morris Trust transaction. The deal will create a leading life science and diagnostics company with expected 2025 pro forma sales of $6.5 billion and adjusted EBITDA of $2.0 billion.

The merger doubles Waters' total addressable market to $40 billion and increases annual recurring revenue to over 70%. The combined entity expects $345 million in annualized EBITDA synergies by 2030, including $200 million in cost synergies by year three and $290 million in revenue synergies by year five. The transaction is expected to be accretive to adjusted EPS in the first year.

Post-merger, Waters' CEO Udit Batra will lead the combined company, which will maintain the Waters name and NYSE:WAT listing. BD shareholders will own 39.2% of the combined company, while Waters shareholders will retain 60.8%. The deal is expected to close around Q1 2026.

BD (NYSE: BDX) has appointed Bilal Muhsin as Executive Vice President and future President of its Connected Care segment, effective July 2, 2025. Muhsin, who will report to CEO Tom Polen, joins from Masimo where he served as COO during his 25-year tenure.

In this newly created role, Muhsin will lead BD's Connected Care strategy, focusing on advanced analytics and AI solutions alongside smart devices to enhance patient care efficiency. The appointment aligns with BD's transformation into a pure-play MedTech leader, emphasizing connected medication management, advanced workflow robotics, and smart monitoring solutions.

Muhsin brings significant expertise in medical engineering and software development, holding over 50 patents in Medical Systems Communication, Analytics, and Patient Monitoring Systems.

BD (NYSE: BDX) has announced the initiation of XTRACT, a patient data registry to evaluate real-world outcomes of its Rotarex™ Atherectomy System in treating peripheral artery disease (PAD). The registry will enroll up to 600 patients across approximately 100 clinical sites in the United States, with patient follow-ups at 30 days, 6 months, and 12 months post-procedure.

The Rotarex™ System is a minimally invasive device designed to remove both plaque and thrombus in peripheral arteries, serving as both an atherectomy and thrombectomy device. The study, led by Dr. Prakash Krishnan and Dr. Todd Berland, aims to assess the system's clinical performance in treating PAD, a condition affecting over 21 million Americans and 200 million people worldwide.