K.J. Harrison & Partners Inc Makes New Investment in Brink’s Company (The) $BCO

K.J. Harrison & Partners Inc purchased a new position in shares of Brink’s Company (The) (NYSE:BCO) during the fourth quarter, Holdings Channel.com reports. The fund purchased 10,000 shares of the business services provider’s stock, valued at approximately $1,167,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Simcoe Capital Management LLC bought a new stake in shares of Brink’s in the 2nd quarter worth approximately $43,465,000. First Trust Advisors LP raised its holdings in shares of Brink’s by 48.2% in the 3rd quarter. First Trust Advisors LP now owns 600,665 shares of the business services provider’s stock worth $70,194,000 after purchasing an additional 195,466 shares in the last quarter. LSV Asset Management raised its holdings in shares of Brink’s by 16.3% in the 3rd quarter. LSV Asset Management now owns 1,256,385 shares of the business services provider’s stock worth $146,821,000 after purchasing an additional 175,773 shares in the last quarter. Barclays PLC raised its holdings in shares of Brink’s by 78.2% in the 3rd quarter. Barclays PLC now owns 370,700 shares of the business services provider’s stock worth $43,320,000 after purchasing an additional 162,677 shares in the last quarter. Finally, Algert Global LLC raised its holdings in shares of Brink’s by 382.8% in the 3rd quarter. Algert Global LLC now owns 172,880 shares of the business services provider’s stock worth $20,203,000 after purchasing an additional 137,069 shares in the last quarter. 94.96% of the stock is currently owned by institutional investors.

Brink’s News Summary

Here are the key news stories impacting Brink’s this week:

• Positive Sentiment: Q1 results beat expectations — EPS of $1.80 and revenue of $1.38B topped estimates, with revenue up ~10% year-over-year and organic growth led by AMS/DRS. Strong top‑line execution supports the company’s growth thesis. Brink’s Delivers Strong First-Quarter Results
• Positive Sentiment: Cash generation improved materially — operating cash flow rose ~$89M and free cash flow increased ~$66M, which strengthens the balance-sheet flexibility to fund acquisitions or buybacks. Q1 Results & Cash Flow
• Neutral Sentiment: NCR Atleos acquisition remains on track to close by end of Q1 FY2027 — strategically aligns with AMS/DRS expansion but is a future catalyst that hasn’t yet added reported contribution. Acquisition Update
• Negative Sentiment: Q2 guidance was updated to an EPS range of $1.85–$2.25, which sits below consensus (~$2.01 midpoint) — the conservative guidance likely prompted profit‑taking despite the beat. Q1 Earnings Transcript & Guidance
• Negative Sentiment: Shareholders approved an expanded equity incentive plan, a move investors sometimes view as potential dilution or management compensation that can pressure near‑term per‑share metrics. Equity Incentive Plan Approval

Wall Street Analysts Forecast Growth

A number of research firms recently commented on BCO. Truist Financial boosted their target price on shares of Brink’s from $138.00 to $163.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Wall Street Zen upgraded shares of Brink’s from a “buy” rating to a “strong-buy” rating in a report on Sunday, March 15th. Finally, The Goldman Sachs Group boosted their target price on shares of Brink’s from $129.00 to $145.00 and gave the stock a “buy” rating in a report on Monday, March 2nd. Three investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $154.00.

Brink’s Stock Performance

Brink’s stock opened at $107.66 on Friday. The firm’s 50 day simple moving average is $109.21 and its 200-day simple moving average is $115.89. The company has a market cap of $4.43 billion, a P/E ratio of 25.15 and a beta of 1.08. The company has a debt-to-equity ratio of 9.75, a current ratio of 1.53 and a quick ratio of 1.51. Brink’s Company has a fifty-two week low of $80.10 and a fifty-two week high of $136.37.

Brink’s (NYSE:BCO) last released its earnings results on Wednesday, May 6th. The business services provider reported $1.80 earnings per share for the quarter, topping the consensus estimate of $1.59 by $0.21. The business had revenue of $1.38 billion for the quarter, compared to the consensus estimate of $1.36 billion. Brink’s had a net margin of 3.35% and a return on equity of 87.38%. The firm’s quarterly revenue was up 10.3% compared to the same quarter last year. During the same period last year, the firm posted $1.62 earnings per share. Brink’s has set its Q2 2026 guidance at 1.850-2.250 EPS. As a group, equities research analysts predict that Brink’s Company will post 8.89 EPS for the current year.

Brink’s Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Monday, May 18th will be given a $0.255 dividend. This represents a $1.02 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Monday, May 18th. Brink’s’s dividend payout ratio (DPR) is 21.75%.

About Brink’s

The Brink’s Company (NYSE: BCO) is a global leader in secure logistics and cash management solutions. The company provides a comprehensive suite of services that span armored transportation, cash-in-transit (CIT), ATM services, smart safe solutions, and valuables storage. Through its network of service centers and armored vehicles, Brink’s ensures the safe and efficient movement of currency, precious metals, and other high-value assets for banks, retailers, mints, and government agencies.

Brink’s armored transport operations are complemented by technology-driven cash management offerings, including deposit automation and secure vaulting.