Brady (NYSE:BRC) Releases FY 2026 Earnings Guidance

Brady (NYSE:BRC) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 4.900-5.150 for the period, compared to the consensus estimate of 5.000. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

BRC has been the subject of a number of analyst reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Brady in a research report on Wednesday, October 8th. Wall Street Zen cut shares of Brady from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. One investment analyst has rated the stock with a Strong Buy rating and one has given a Buy rating to the company’s stock. Based on data from MarketBeat.com, Brady currently has a consensus rating of “Strong Buy”.

Brady Price Performance

NYSE:BRC opened at $72.98 on Tuesday. The company has a quick ratio of 1.27, a current ratio of 1.88 and a debt-to-equity ratio of 0.08. The business’s 50-day moving average price is $76.82 and its 200 day moving average price is $73.28. Brady has a 52-week low of $62.70 and a 52-week high of $84.03. The firm has a market cap of $3.44 billion, a P/E ratio of 18.57 and a beta of 0.76.

Brady (NYSE:BRC) last posted its quarterly earnings data on Monday, November 17th. The industrial products company reported $1.21 earnings per share for the quarter, beating the consensus estimate of $1.18 by $0.03. The company had revenue of $405.29 million during the quarter, compared to analyst estimates of $393.65 million. Brady had a net margin of 12.50% and a return on equity of 19.29%. The business’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same quarter last year, the firm posted $1.12 EPS. Brady has set its FY 2026 guidance at 4.900-5.150 EPS. As a group, sell-side analysts predict that Brady will post 4.55 earnings per share for the current fiscal year.

Brady Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, October 31st. Shareholders of record on Friday, October 10th were issued a $0.245 dividend. The ex-dividend date was Friday, October 10th. This is a positive change from Brady’s previous quarterly dividend of $0.24. This represents a $0.98 annualized dividend and a dividend yield of 1.3%. Brady’s dividend payout ratio is 24.94%.

Insider Activity at Brady

In related news, CEO Russell Shaller sold 23,743 shares of the company’s stock in a transaction that occurred on Thursday, September 18th. The shares were sold at an average price of $80.07, for a total value of $1,901,102.01. Following the completion of the sale, the chief executive officer owned 135,080 shares in the company, valued at approximately $10,815,855.60. This represents a 14.95% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Elizabeth P. Bruno sold 2,538 shares of Brady stock in a transaction that occurred on Monday, October 6th. The stock was sold at an average price of $76.27, for a total transaction of $193,573.26. Following the transaction, the director owned 597,462 shares in the company, valued at approximately $45,568,426.74. The trade was a 0.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 28,973 shares of company stock valued at $2,299,994. 15.60% of the stock is owned by insiders.

Hedge Funds Weigh In On Brady

Institutional investors and hedge funds have recently bought and sold shares of the business. Raymond James Financial Inc. lifted its position in shares of Brady by 0.9% in the second 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 Brady by 3.4% in the 3rd 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 lifted its position in Brady by 89.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 684 shares of the industrial products company’s stock worth $46,000 after buying an additional 322 shares in the last quarter. Swiss National Bank boosted its stake in shares of Brady by 0.5% during the 3rd quarter. Swiss National Bank now owns 84,900 shares of the industrial products company’s stock valued at $6,625,000 after buying an additional 400 shares during the period. Finally, Tower Research Capital LLC TRC boosted its stake in shares of Brady by 156.1% during the 2nd quarter. Tower Research Capital LLC TRC now owns 1,014 shares of the industrial products company’s stock valued at $69,000 after buying an additional 618 shares during the period. Hedge funds and other institutional investors own 76.28% of the company’s stock.

About Brady

Brady Corporation manufactures and supplies identification solutions (IDS) and workplace safety (WPS) products to identify and protect premises, products, and people in the United States and internationally. The company offers materials, printing systems, RFID, and bar code scanners for product identification, brand protection labeling, work in process labeling, finished product identification, and industrial track and trace applications; safety signs, floor-marking tapes, pipe markers, labeling systems, spill control products, lockout/tagout device, and software and services for safety compliance auditing, procedure writing, and training; and hand-held printers, wire markers, sleeves, and tags for wire identification.