Aristotle Atlantic Partners, LLC released its third-quarter 2025 investor letter, noting the S&P 500 Index’s 8.12% rally and the Bloomberg U.S. Aggregate Bond Index’s 2.03% increase. The composite returned 7.22% gross of fees, underperforming the S&P 500. Check the fund’s top picks for 2025. Becton, Dickinson and Company (NYSE:BDX), a healthcare company, saw a 1.07% one-month return and closed at $193.04 per share on November 14, 2025, with a market cap of $55.33 billion.

In the investor letter, Aristotle Atlantic Core Equity Strategy mentioned selling Becton, Dickinson and Company (NYSE:BDX) due to weakness in recent fiscal earnings, impacting NIH-funded programs. The company cut forward earnings and revenue guidance, with uncertainty surrounding divesting Biosciences and Diagnostic Solutions divisions. Analysts do not consider Becton, Dickinson, and Company (BDX) a top stock among hedge funds, with 58 portfolios holding the stock at the end of the second quarter. Revenue for the fourth quarter of 2025 grew 7% to $5.9 billion, with potential for investment but greater upside seen in certain AI stocks.

Read more at Yahoo Finance: Aristotle Atlantic’s Core Equity Strategy Sold Becton, Dickinson and Company (BDX) Due to Recent Earnings Weakness