Brady (NYSE:BRC) Releases FY 2027 Earnings Guidance

Brady (NYSE:BRC) updated its FY 2027 earnings guidance on Thursday. The company provided earnings per share guidance of 6.250-6.750 for the period, compared to the consensus estimate of 6.550. The company issued revenue guidance of -.

Brady Trading Up 0.2%

NYSE BRC opened at $90.54 on Friday. The firm’s 50 day moving average price is $93.22 and its two-hundred day moving average price is $87.65. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.36 and a current ratio of 1.94. Brady has a twelve month low of $70.57 and a twelve month high of $99.29. The stock has a market cap of $4.27 billion, a price-to-earnings ratio of 21.01 and a beta of 0.61.

Brady (NYSE:BRC) last released its earnings results on Thursday, September 3rd. The industrial products company reported $1.48 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.47 by $0.01. Brady had a return on equity of 19.21% and a net margin of 12.36%.The company had revenue of $436.90 million during the quarter, compared to analyst estimates of $427.91 million. During the same quarter in the prior year, the company earned $1.04 earnings per share. The company’s revenue for the quarter was up 10.0% on a year-over-year basis. Brady has set its FY 2027 guidance at 6.250-6.750 EPS. Equities analysts anticipate that Brady will post 6.5 EPS for the current year.

Brady Increases Dividend

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

Analyst Upgrades and Downgrades

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

Insider Transactions at Brady

In other Brady news, CEO Vineet A. Nargolwala bought 13,011 shares of the firm’s stock in a transaction on Wednesday, June 10th. The stock was bought 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 directly owned 52,709 shares of the company’s stock, valued at approximately $4,051,213.74. The trade was a 32.77% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 15.60% of the stock is owned by company insiders.

Trending Headlines about Brady

Here are the key news stories impacting Brady this week:

• Positive Sentiment: Fourth-quarter revenue increased 10% year over year to $436.9 million, exceeding analysts’ $427.9 million estimate. Adjusted EPS of $1.48 also narrowly beat consensus of $1.47, while full-year revenue rose 9.8% to a record $1.66 billion. Brady Corporation Reports 2026 Fourth Quarter and Record Full Year Results
• Positive Sentiment: Management forecast fiscal 2027 adjusted EPS of $6.25 to $6.75, representing approximately 23% growth at the midpoint. The outlook includes contributions from the Honeywell Technologies Productivity Solutions and Services acquisition, completed August 3. Brady forecasts fiscal 2027 EPS and IPS revenue
• Positive Sentiment: Brady raised its quarterly dividend to $0.25 per share from $0.245, its 41st consecutive annual increase. The payment is scheduled for October 30 to shareholders of record October 9, reinforcing the company’s shareholder-return track record. Brady increases dividend for the 41st consecutive year
• Neutral Sentiment: The fiscal 2027 EPS guidance midpoint of $6.50 is slightly below the $6.55 analyst consensus, although the range indicates meaningful earnings growth if Brady executes its acquisition integration and operating plans.
• Negative Sentiment: Reported fourth-quarter net income declined despite higher sales, creating some concern about margin pressure and the near-term costs of integrating the Honeywell business. Brady fourth-quarter net income declines

Institutional Investors Weigh In On Brady

A number of large investors have recently bought and sold shares of the business. Guggenheim Capital LLC bought a new stake in shares of Brady in the fourth quarter valued at about $362,000. Susquehanna Fundamental Investments LLC acquired a new position in shares of Brady in the fourth quarter valued at $283,000. Occudo Quantitative Strategies LP bought a new position in Brady in the second quarter worth $260,000. nVerses Capital LLC acquired a new stake in Brady during the fourth quarter worth $248,000. Finally, Bridgewater Associates LP bought a new stake in Brady in the 4th quarter valued at $235,000. 76.28% of the stock is currently owned by institutional investors.

About Brady

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.