Fourth Sail Capital LP Buys Shares of 281,500 Brink’s Company (The) $BCO

Fourth Sail Capital LP purchased a new stake in shares of Brink’s Company (The) (NYSE:BCO) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 281,500 shares of the business services provider’s stock, valued at approximately $25,135,000. Brink’s makes up 5.2% of Fourth Sail Capital LP’s investment portfolio, making the stock its 5th largest position. Fourth Sail Capital LP owned approximately 0.67% of Brink’s at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of BCO. Trust Co. of Toledo NA OH purchased a new position in shares of Brink’s during the second quarter worth approximately $32,000. CWM LLC grew its position in Brink’s by 53.8% during the 2nd quarter. CWM LLC now owns 512 shares of the business services provider’s stock worth $46,000 after acquiring an additional 179 shares during the last quarter. Parkside Financial Bank & Trust increased its stake in Brink’s by 67.3% in the 2nd quarter. Parkside Financial Bank & Trust now owns 1,178 shares of the business services provider’s stock worth $105,000 after purchasing an additional 474 shares during the period. GAMMA Investing LLC lifted its position in Brink’s by 27.8% in the second quarter. GAMMA Investing LLC now owns 1,381 shares of the business services provider’s stock valued at $123,000 after purchasing an additional 300 shares during the last quarter. Finally, Blue Trust Inc. raised its holdings in Brink’s by 10.2% during the 2nd quarter. Blue Trust Inc. now owns 1,993 shares of the business services provider’s stock valued at $178,000 after buying an additional 185 shares during the last quarter. 94.96% of the stock is owned by hedge funds and other institutional investors.

Brink’s Trading Up 0.7%

Shares of BCO stock opened at $113.03 on Monday. The company has a market cap of $4.71 billion, a PE ratio of 30.55 and a beta of 1.46. The company has a debt-to-equity ratio of 9.84, a current ratio of 1.51 and a quick ratio of 1.51. The stock’s 50 day simple moving average is $114.01 and its two-hundred day simple moving average is $100.31. Brink’s Company has a 1 year low of $80.10 and a 1 year high of $118.60.

Brink’s (NYSE:BCO) last released its earnings results on Wednesday, November 5th. The business services provider reported $2.08 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.09 by ($0.01). Brink’s had a return on equity of 86.86% and a net margin of 3.21%.The firm had revenue of $1.34 billion during the quarter, compared to the consensus estimate of $1.33 billion. During the same quarter last year, the business posted $1.51 EPS. Brink’s’s revenue was up 6.0% compared to the same quarter last year. Brink’s has set its Q4 2025 guidance at 2.280-2.680 EPS. Research analysts predict that Brink’s Company will post 6.49 earnings per share for the current year.

Brink’s Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, December 1st. Investors of record on Monday, November 3rd will be paid a $0.255 dividend. This represents a $1.02 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Monday, November 3rd. Brink’s’s dividend payout ratio (DPR) is currently 26.09%.

Analysts Set New Price Targets

Several brokerages recently issued reports on BCO. Zacks Research cut shares of Brink’s from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 6th. Weiss Ratings upgraded Brink’s from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, October 24th. Finally, Wall Street Zen upgraded Brink’s from a “hold” rating to a “strong-buy” rating in a research note on Sunday, August 10th. One equities research analyst has rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy”.

Insider Buying and Selling

In other Brink’s news, EVP Daniel J. Castillo sold 21,700 shares of the business’s stock in a transaction dated Friday, August 15th. The shares were sold at an average price of $109.70, for a total value of $2,380,490.00. Following the completion of the sale, the executive vice president directly owned 22,188 shares of the company’s stock, valued at $2,434,023.60. The trade was a 49.44% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Arthelbert Louis Parker sold 540 shares of the firm’s stock in a transaction that occurred on Thursday, August 14th. The stock was sold at an average price of $115.00, for a total transaction of $62,100.00. Following the transaction, the director directly owned 6,603 shares in the company, valued at approximately $759,345. This trade represents a 7.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 23,781 shares of company stock valued at $2,615,830 in the last 90 days. Company insiders own 0.49% of the company’s stock.

Brink’s Profile

The Brink’s Co engages in providing cash management services, digital retail solutions, and ATM managed services. It operates through the following geographical segments: North America, Latin America, Europe, and Rest of World. The North America segment operates in the U.S. and Canada. The Latin America segment refers to the operations in Latin American countries.