Brady (NYSE:BRC) Announces Earnings Results

Brady (NYSE:BRC) issued its earnings results on Thursday. The industrial products company reported $1.48 EPS for the quarter, beating analysts’ consensus estimates of $1.47 by $0.01, FiscalAI reports. The company had revenue of $436.90 million during the quarter, compared to the consensus estimate of $427.91 million. Brady had a return on equity of 19.01% and a net margin of 12.93%.During the same period in the previous year, the firm posted $1.04 earnings per share.

Brady Stock Up 0.0%

Shares of BRC stock opened at $90.41 on Thursday. The firm has a market capitalization of $4.26 billion, a P/E ratio of 20.60 and a beta of 0.61. The firm’s fifty day moving average price is $93.20 and its two-hundred day moving average price is $87.68. The company has a current ratio of 2.01, a quick ratio of 1.36 and a debt-to-equity ratio of 0.02. Brady has a 1 year low of $70.57 and a 1 year high of $99.29.

Brady Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Friday, October 9th will be given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 1.1%. This is an increase from Brady’s previous quarterly dividend of $0.24. The ex-dividend date of this dividend is Friday, October 9th. Brady’s payout ratio is 22.32%.

Insider Buying and Selling

In other news, CEO Vineet A. Nargolwala purchased 13,011 shares of the company’s stock in a transaction on Wednesday, June 10th. The shares were purchased at an average cost of $76.86 per share, with a total value of $1,000,025.46. Following the completion of the transaction, the chief executive officer owned 52,709 shares of the company’s stock, valued at $4,051,213.74. The trade was a 32.77% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 15.60% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in BRC. Global Retirement Partners LLC boosted its holdings in shares of Brady by 42.4% during the 4th quarter. Global Retirement Partners LLC now owns 450 shares of the industrial products company’s stock valued at $35,000 after acquiring an additional 134 shares in the last quarter. Raymond James Financial Inc. increased its holdings in Brady by 0.9% in the 2nd quarter. Raymond James Financial Inc. now owns 26,093 shares of the industrial products company’s stock worth $1,774,000 after purchasing an additional 238 shares in the last quarter. Amundi increased its stake in shares of Brady by 3.4% in the third quarter. Amundi now owns 8,135 shares of the industrial products company’s stock valued at $617,000 after buying an additional 266 shares during the period. EverSource Wealth Advisors LLC raised its stake in shares of Brady by 89.0% during the second quarter. EverSource Wealth Advisors LLC now owns 684 shares of the industrial products company’s stock valued at $46,000 after acquiring an additional 322 shares during the last quarter. Finally, Advisory Services Network LLC acquired a new position in Brady during the 3rd quarter worth about $31,000. 76.28% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of analysts have commented on the stock. Weiss Ratings raised shares of Brady from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday. Sidoti upgraded Brady from a “neutral” rating to a “buy” rating and set a $103.00 price target for the company in a research note on Tuesday, June 9th. Finally, Wall Street Zen raised shares of Brady from a “hold” rating to a “buy” rating in a research note on Saturday, May 23rd. Two research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $103.00.

Brady News Summary

Here are the key news stories impacting Brady this week:

• Positive Sentiment: Brady reported quarterly EPS of $1.48, slightly ahead of the $1.47 consensus, while revenue of $436.9 million exceeded expectations of $427.9 million. EPS increased from $1.04 in the prior-year quarter. Brady quarterly earnings release
• Positive Sentiment: The company reported record fiscal 2026 full-year revenue and adjusted diluted EPS, supporting the investment case for continued operating growth. It also completed the acquisition of Honeywell Technologies’ Productivity Solutions and Services business on August 3, adding scale to Brady’s identification, safety and productivity offerings. Brady fiscal 2026 results
• Positive Sentiment: Fiscal 2027 guidance calls for adjusted diluted EPS growth of 23% at the midpoint, a potentially significant catalyst if the company can integrate the Honeywell business and deliver expected synergies. Brady fiscal 2027 guidance
• Positive Sentiment: Brady raised its quarterly dividend to $0.25 from $0.245, marking its 41st consecutive annual increase. The payment is scheduled for October 30 for shareholders of record on October 9. Brady dividend increase
• Neutral Sentiment: Organic sales growth was 8.4%, indicating healthy underlying demand, but investors will likely assess how much future growth comes from the acquired business versus Brady’s existing operations.
• Negative Sentiment: Reports indicated that fourth-quarter net income declined, which could temper the earnings reaction despite the revenue and EPS beats. The acquisition also introduces integration and execution risks.

Brady Company Profile

Brady Corporation is a global provider of identification and safety solutions, specializing in the design, manufacture and sale of products that help businesses improve safety, security and efficiency. The company offers an array of durable labels, signs, safety devices, printing systems and software platforms tailored to a wide range of industrial and commercial environments.

Founded in 1914 by William H. Brady, Brady Corporation has grown from a regional marker manufacturer into a diversified global enterprise.