Fiduciary Management Inc. (FMI) released its Q3 2025 investor letter, reporting stock market rallies with the Russell 2000, S&P 500, MSCI EAFE, and MSCI World Indices gaining 12.39%, 8.12%, 5.38%/4.77%, and 7.27% respectively. FMI’s portfolios differ from benchmarks, with a focus on idiosyncratic dislocations and downside protection for 45 years.

Becton, Dickinson and Company (NYSE:BDX) was highlighted in FMI’s Q3 2025 investor letter, a healthcare company with a one-month return of 1.70% and shares losing 21.33% in the past year. On October 21, 2025, BDX stock closed at $189.03 per share with a market cap of $54.201 billion.

FMI’s investor letter praised Becton, Dickinson and Company (NYSE:BDX) for its leadership in medical supplies, devices, and diagnostic products. Management’s growth strategy, business separation in 2026, and focus on recurring revenue are seen as unlocking value. The company’s defensive attributes and growth potential make it an attractive buy.

Becton, Dickinson and Company (NYSE:BDX) is held by 58 hedge fund portfolios, with revenue growing 8.5% to $5.5 billion in Q3 2025. While BDX is promising, certain AI stocks offer greater upside potential. Check out the list of best dividend stocks and hedge fund investor letters for more insights on investment opportunities.

Read more at Yahoo Finance: What Makes Becton Dickinson & Co. (BDX) a Good Investment?