Becton, Dickinson and Company (BDX) Fell in Q2 as Earnings Fell Short of Expectations

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 Index rose 10.94% in the second quarter of 2025, marking a rebound of the U.S. equities market. Aristotle Atlantic’s Core Equity strategy returned 14.43% gross of fees (14.30% net of fees) in the quarter, outperforming the S&P 500 Index’s 10.94% total return. The relative outperformance was due to security selection. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its second quarter 2025 investor letter, Aristotle Atlantic Core Equity Strategy highlighted stocks such as Becton, Becton, Dickinson and Company (NYSE:BDX). Becton, Dickinson and Company (NYSE:BDX) is a healthcare company that develops and manufactures medical supplies, devices, laboratory equipment, and diagnostic products. The one-month return of Becton, Dickinson and Company (NYSE:BDX) was 6.07%, and its shares lost 23.62% of their value over the last 52 weeks. On July 22, 2025, Becton, Dickinson and Company (NYSE:BDX) stock closed at $181.28 per share, with a market capitalization of $51.956 billion.

Aristotle Atlantic Core Equity Strategy stated the following regarding Becton, Dickinson and Company (NYSE:BDX) in its second quarter 2025 investor letter:

"Becton, Dickinson and Company (NYSE:BDX) detracted from relative performance in the second quarter following a worse-than-expected fiscal quarter earnings report in which the company felt the impact of cuts to the National Institutes of Health (NIH) budget and uncertainty around future cuts. Furthermore, forward earnings and revenue guidance were reduced to reflect the continued weakness in funding for biosciences R&D and the expected impact of tariffs."

Becton, Dickinson and Company (NYSE:BDX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 54 hedge fund portfolios held Becton, Dickinson and Company (NYSE:BDX) at the end of the first quarter, which was 56 in the previous quarter. While we acknowledge the potential of Becton, Dickinson and Company (NYSE:BDX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Becton, Dickinson and Company (NYSE:BDX) and shared the list of stocks on Jim Cramer’s radar. Becton, Dickinson and Company (NYSE:BDX) was the top detractor of Oakmark Global Fund during Q2 2025. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.