Brady (NYSE:BRC – Get Free Report) issued an update on its FY 2027 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 6.250-6.750 for the period, compared to the consensus EPS estimate of 6.550. The company issued revenue guidance of -.
Analyst Upgrades and Downgrades
A number of equities analysts recently issued reports on BRC shares. Weiss Ratings raised shares of Brady from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday. Wall Street Zen upgraded shares of Brady from a “hold” rating to a “buy” rating in a research report on Saturday, May 23rd. Finally, Sidoti upgraded shares of Brady from a “neutral” rating to a “buy” rating and set a $103.00 price target on the stock in a research note on Tuesday, June 9th. Two analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $103.00.
View Our Latest Report on Brady
Brady Stock Performance
Brady (NYSE:BRC – Get Free Report) last posted its quarterly earnings results on Thursday, September 3rd. The industrial products company reported $1.48 earnings per share for the quarter, topping analysts’ consensus estimates of $1.47 by $0.01. The business had revenue of $436.90 million during the quarter, compared to analyst estimates of $427.91 million. Brady had a net margin of 12.93% and a return on equity of 19.01%. The company’s revenue was up 10.0% on a year-over-year basis. During the same period in the prior year, the business posted $1.04 earnings per share. Brady has set its FY 2027 guidance at 6.250-6.750 EPS. Analysts expect that Brady will post 5.25 EPS for the current fiscal year.
Brady Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Friday, October 9th will be issued a $0.25 dividend. The ex-dividend date of this dividend is Friday, October 9th. This represents a $1.00 annualized dividend and a yield of 1.1%. This is an increase from Brady’s previous quarterly dividend of $0.24. Brady’s payout ratio is currently 22.32%.
Insider Transactions at Brady
In other Brady news, CEO Vineet A. Nargolwala purchased 13,011 shares of the firm’s stock in a transaction on Wednesday, June 10th. The shares were acquired at an average cost of $76.86 per share, with a total value of $1,000,025.46. Following the completion of the acquisition, the chief executive officer directly owned 52,709 shares in the company, valued at $4,051,213.74. The trade was a 32.77% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Insiders own 15.60% of the company’s stock.
Brady News Summary
Here are the key news stories impacting Brady this week:
- Positive Sentiment: Brady reported record fiscal 2026 revenue of approximately $1.66 billion, up 9.8% year over year, while adjusted diluted EPS reached $5.29. Management said fiscal 2027 adjusted EPS is expected to grow 23% at the midpoint, supported in part by the newly acquired Honeywell Technologies Productivity Solutions and Services business. Brady fiscal 2026 results
- Positive Sentiment: Fourth-quarter revenue rose 10% to $436.9 million, exceeding the $427.9 million analyst consensus, and EPS of $1.48 narrowly topped estimates of $1.47. Organic sales growth was 8.4%, indicating solid underlying demand. Brady fourth-quarter earnings
- Positive Sentiment: The board raised the quarterly dividend to $0.25 from $0.245, or $1.00 annually. This marks Brady’s 41st consecutive annual dividend increase and signals continued confidence in cash generation and shareholder returns. Brady dividend increase
- Neutral Sentiment: Brady completed its transformational acquisition of Honeywell’s Productivity Solutions and Services business on August 3. The acquired IPS operation is expected to generate about $1.15 billion in revenue, potentially expanding Brady’s scale but increasing integration and execution demands. Brady fiscal 2027 outlook and IPS revenue target
- Negative Sentiment: Fiscal 2027 adjusted EPS guidance of $6.25 to $6.75 has a midpoint of $6.50, slightly below the $6.55 analyst consensus. In addition, fourth-quarter net income declined despite higher revenue, which may temper the positive reaction to the revenue and adjusted-EPS beats. Brady fourth-quarter net income and organic growth
Institutional Inflows and Outflows
A number of large investors have recently added to or reduced their stakes in the business. Global Retirement Partners LLC boosted its stake in Brady by 42.4% in the 4th quarter. Global Retirement Partners LLC now owns 450 shares of the industrial products company’s stock worth $35,000 after purchasing an additional 134 shares during the period. Raymond James Financial Inc. raised its position in shares of Brady by 0.9% during the second quarter. Raymond James Financial Inc. now owns 26,093 shares of the industrial products company’s stock valued at $1,774,000 after buying an additional 238 shares during the last quarter. Amundi lifted its holdings in shares of Brady by 3.4% in the third quarter. Amundi now owns 8,135 shares of the industrial products company’s stock worth $617,000 after buying an additional 266 shares in the last quarter. EverSource Wealth Advisors LLC boosted its position 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 worth $46,000 after acquiring an additional 322 shares during the last quarter. Finally, Advisory Services Network LLC bought a new position in shares of Brady during the third quarter worth $31,000. 76.28% of the stock is owned by hedge funds and other institutional investors.
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.
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