WAT Waters Corporation

The medical instruments industry is experiencing a transformative shift due to generative AI (genAI) and ongoing M&A trends, despite global economic slowdowns and supply chain issues. Companies like Veracyte, IDEXX Laboratories, and Intuitive Surgical are adapting well to these changes by leveraging innovative technologies and strategic initiatives, leading to an uptrend in their stock prices. The industry's near-term outlook remains challenging due to various economic headwinds, but individual companies with strong earnings potential are positioned for growth.

Boston Trust Walden Corp reduced its stake in Waters Corporation (NYSE:WAT) by 58.4%, selling 171,941 shares, and now owns 122,384 shares worth $36.69 million. Other institutional investors like Vanguard Group Inc., Alliancebernstein L.P., and State Street Corp have adjusted their positions in the medical instruments supplier. Waters Corporation's stock has a market capitalization of $22.96 billion and a P/E ratio of 35.44, with analysts giving it a "Moderate Buy" consensus rating.

Danaher (NYSE:DHR) stock showed resilience, rising 0.1% to $230.63, outperforming major U.S. indexes during a thin year-end trading session as investors anticipate the Federal Reserve’s December meeting minutes and Danaher’s Q4 2025 earnings call on January 28. The stock's performance is notable given the broader market decline and upcoming economic catalysts, with traders also watching for updates on order trends and margins during the earnings report.

Michael Feld, EVP at Becton Dickinson & Co (NYSE:BDX), sold 74 shares of common stock for $14,509 on December 26, 2025, under a Rule 10b5-1 trading plan. Following the sale, Feld directly owns 16,506 shares. Despite this insider transaction, BDX has maintained dividend payments for 55 consecutive years, with earnings scheduled for January 29, 2026.

Michael Feld, EVP at Becton Dickinson & Co, sold 74 shares of common stock totaling $14,509 on December 26, 2025. This sale was conducted under a Rule 10b5-1 trading plan. Becton Dickinson & Co (NYSE: BDX) has a history of 55 consecutive years of dividend payments and is set to report earnings on January 29, 2026.

Michael Feld, EVP of Becton Dickinson & Co (NYSE:BDX), sold 74 shares of common stock totaling $14,509 on December 26, 2025, under a predetermined trading plan. Despite this insider sale, the company has a strong dividend history and is actively expanding its diagnostics portfolio and strategic partnerships.