Northwestern Mutual Wealth Management Co. Boosts Position in Brady Corporation $BRC

Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Brady Corporation (NYSE:BRC) by 502,257.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 452,122 shares of the industrial products company’s stock after purchasing an additional 452,032 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in Brady were worth $35,433,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Flagship Harbor Advisors LLC purchased a new position in Brady during the 4th quarter worth approximately $25,000. Richardson Financial Services Inc. raised its position in Brady by 72.1% during the 4th quarter. Richardson Financial Services Inc. now owns 389 shares of the industrial products company’s stock worth $30,000 after buying an additional 163 shares during the last quarter. Advisory Services Network LLC purchased a new position in Brady during the 3rd quarter worth approximately $31,000. EverSource Wealth Advisors LLC raised its position in Brady by 89.0% during 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 during the last quarter. Finally, Tower Research Capital LLC TRC raised its position in 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 worth $69,000 after buying an additional 618 shares during the last quarter. 76.28% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

BRC has been the subject of a number of recent research reports. Wall Street Zen lowered shares of Brady from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Weiss Ratings cut shares of Brady from a “buy (b+)” rating to a “buy (b)” rating in a research note on Wednesday, May 13th. One equities research analyst has rated the stock with a Buy rating, According to data from MarketBeat, Brady currently has a consensus rating of “Buy”.

Key Headlines Impacting Brady

Here are the key news stories impacting Brady this week:

• Positive Sentiment: Brady beat estimates with fiscal Q3 adjusted EPS of $1.50 and revenue of $435.2 million, both above consensus, signaling stronger-than-expected demand and execution. Brady earnings report
• Positive Sentiment: The company raised fiscal 2026 adjusted EPS guidance to $5.20-$5.30, above prior guidance and above the market’s estimate, suggesting management sees continued momentum. Brady guidance raise
• Positive Sentiment: Management said new product launches and data center construction helped drive growth, and one article framed Brady as benefiting from AI-related infrastructure spending. AI-related growth article
• Neutral Sentiment: Brady announced a planned acquisition of Honeywell’s Productivity Solutions and Services business, which could expand the portfolio but still needs regulatory approval and carries integration risk.
• Negative Sentiment: The company slightly lowered GAAP EPS guidance for fiscal 2026, reflecting acquisition-related costs and other non-recurring items, even though adjusted guidance improved.

Brady Price Performance

Shares of NYSE BRC opened at $84.06 on Tuesday. The stock has a market capitalization of $3.97 billion, a price-to-earnings ratio of 19.69 and a beta of 0.61. Brady Corporation has a 12 month low of $65.76 and a 12 month high of $99.29. The firm’s 50 day simple moving average is $82.12 and its 200-day simple moving average is $82.72. The company has a debt-to-equity ratio of 0.06, a current ratio of 2.13 and a quick ratio of 1.40.

Brady (NYSE:BRC) last issued its quarterly earnings data on Monday, May 18th. The industrial products company reported $1.50 EPS for the quarter, topping analysts’ consensus estimates of $1.35 by $0.15. The business had revenue of $435.24 million for the quarter, compared to analysts’ expectations of $406.07 million. Brady had a net margin of 13.01% and a return on equity of 18.62%. The business’s revenue was up 13.7% on a year-over-year basis. During the same quarter last year, the company earned $1.22 EPS. Brady has set its FY 2026 guidance at 5.200-5.300 EPS. Analysts expect that Brady Corporation will post 5.05 EPS for the current year.

Brady Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Thursday, April 9th were paid a dividend of $0.245 per share. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $0.98 dividend on an annualized basis and a dividend yield of 1.2%. Brady’s dividend payout ratio (DPR) is presently 22.95%.

Brady 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.