BDX BECTON DICKINSON & CO

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon immediate Filed Jun 3, 2026 Processed 2d 3h ago
Insider cluster: 2 insiders, $416K total

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Executive Summary

CEO Thomas Polen executed a multi-leg transaction on June 1: exercised 20,209 options at $126.16, surrendered 17,445 shares to the issuer for tax withholding ($2.55M), and sold 2,764 shares on the open market ($405K). EVP Peter Menziuso received a 14,258-share grant. The open-market sale is small relative to BDX's $39.8B market cap (0.001%), and the tax-withholding disposition is non-discretionary. The cluster is dominated by non-cash events and a routine option exercise, not a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$416.0K
Insiders
2

Actionable Insight

No actionable signal. CEO's open-market sale is de minimis and accompanied by a large tax-withholding disposition tied to option exercise — a standard pattern. The €600M note offering two weeks prior is a routine refinancing. Monitor next earnings for any guidance changes, but this cluster provides no edge.

Key Facts

  • CEO Polen exercised 20,209 options at $126.16/share ($2.55M intrinsic value) on June 1
  • CEO surrendered 17,445 shares to issuer for tax withholding at $146.15/share ($2.55M) — non-discretionary
  • CEO sold 2,764 shares on open market at $146.35/share ($405K) — 0.001% of market cap
  • EVP Menziuso received a grant of 14,258 shares at $0 — non-cash compensation
  • Total open-market sale value ($416K) is trivial relative to $39.8B market cap
  • The 8-K filed May 20 (14 days prior) disclosed a €600M 3.855% note issuance due 2033 — a routine refinancing, not a material new event

Financial Impact

Open-market sales total $416K, or ~0.001% of BDX's $39.8B market cap — immaterial

dilutioninsider holdings

Risk Factors

  • CEO's option exercise and sale could be misinterpreted as bearish by retail traders
  • No material risk identified from this cluster alone

Market Snapshot

Exchange
NYSE
Sector
Surgical & Medical Instruments & Apparatus
Analyst Consensus
48% bullish (21 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-BDX-1780505094756
4 reports for BDX
Performance horizon
Filters
Rows
Reports for BDX — sortable, filterable
Type Now
Jun 3, 2026
2d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+20
May 29, 2026
7d ago
8-K
NEUTRAL ★ 4/10
awaiting T+20
Apr 2, 2026
9w ago
8-K
MIXED ★ 6/10
$155.23 $146.15▼ −5.85%▼ −14.83%$152.07 (−2.03%)
Feb 25, 2026
14w ago
8-K
NEUTRAL ★ 5/10
$176.49 $157.17▼ −10.95%▼ −4.54%$152.07 (−13.84%)
Showing 4 of 4

US Market Status

Market Open — Closes in 9m

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