Becton Dickinson (BDX) Stock Concentration Calculator

Calculator · free · no signup · BDX

Quantify Becton Dickinson concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.

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Your inputs

Adjust — results update instantly.

Position & portfolio

Default. Adjust to test.
35%
Default. Adjust to test.
20%
10%

Tax

67%
Highly concentratedLong-term
If 30% drop
−$150,000
If 50% drop
−$250,000
If 70% drop
−$350,000

Most fee-only advisors target ≤10% in any single name. You're at 67%.

Estimates only. Not financial advice.

Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).

Cost of fully de-concentrating

All three plans sell to 0% (no hedge).

Tax
Wealth (3y)$956,485
+$33,417 vs.

Tax
Wealth (3y)$994,174
+$71,106 vs.

Tax
Wealth (3y)$1.04M
+$112,490 vs.

Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.

Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.

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Build your own plan

Toggle below — chart updates live. Sell buttons show the slice.
Sell over 1 yearSell over 2 yearsSell over 3 yearsCustom
$712,500$815,995$919,489$1,022,984$1,126,478Yr 0Yr 1Yr 2Yr 3
Year 1
Year 2
Year 3
Tax$200,753
Hedge cost$37,676
Wealth at Y3$1,046,371
Vs. best fixed plan+$10,813

Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.

Tax brackets: 2026 · Estimates only — not financial advice.

Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.

You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.

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Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator

About Becton Dickinson

Becton Dickinson (BDX) is a public Medical Device company, incorporated in New Jersey and headquartered in Franklin Lakes, NJ.

Last close: $179 per share (as of 2026-10-01).

Equity grants at Becton Dickinson typically include restricted stock units (RSUs).

Becton, Dickinson and Company is an American multinational medical technology company that manufactures and sells medical devices, instrument systems, and reagents. BD also provides consulting and analytics services in certain areas.

Source: Wikipedia (CC BY-SA 4.0)

Maxwell Becton and Fairleigh Dickinson founded the company in 1897 to import and sell medical thermometers and syringes, incorporating it in New Jersey in 1906. Now headquartered in Franklin Lakes, New Jersey, BD manufactures medical devices, lab equipment, and diagnostic systems used in hospitals and clinical labs worldwide, employing roughly 76,000 people. In fiscal 2025 (ended September 30, 2025), revenue totaled about $21.9 billion, and the company is separating its Biosciences and Diagnostic Solutions unit (flow cytometry and molecular diagnostics tools) from its core medical technology business, targeting completion in fiscal 2026.

Sources: prnewswire.com · investors.bd.com · sec.gov

Equity comp at Becton Dickinson

  • RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.

Researched 2026-08-17.

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Becton Dickinson.

If a meaningful share of your net worth sits in BDX, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with BDX's option-implied volatility.

Example: 5,000 BDX shares at $179 is a $895,000 position. A 30% drawdown costs $268,500; a 50% drawdown costs $447,500; a 70% drawdown costs $626,500. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using BDX's option-implied volatility and your cost basis.

All Becton Dickinson tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →

Becton Dickinson equity questions

How much BDX stock is too much?
There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your BDX position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
Does Becton Dickinson grant ISOs, NSOs, or RSUs?
Equity compensation at Becton Dickinson typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Do Becton Dickinson RSUs use double-trigger vesting?
No. Becton Dickinson restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
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OptionsAhoy plans your Becton Dickinson equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.

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