Jupiter Asset Management Ltd. Cuts Position in Brady Corporation $BRC

Jupiter Asset Management Ltd. reduced its stake in shares of Brady Corporation (NYSE:BRC) by 28.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 144,337 shares of the industrial products company’s stock after selling 58,206 shares during the quarter. Jupiter Asset Management Ltd. owned approximately 0.31% of Brady worth $11,263,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Quent Capital LLC bought a new position in Brady in the third quarter worth about $43,000. EverSource Wealth Advisors LLC raised its stake in shares of 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 acquiring an additional 322 shares in the last quarter. Tower Research Capital LLC TRC lifted its position in Brady by 156.1% during the second quarter. Tower Research Capital LLC TRC now owns 1,014 shares of the industrial products company’s stock valued at $69,000 after acquiring an additional 618 shares during the last quarter. Elevation Point Wealth Partners LLC acquired a new stake in Brady in the second quarter valued at approximately $91,000. Finally, NewEdge Advisors LLC grew its holdings in Brady by 282.3% in the first quarter. NewEdge Advisors LLC now owns 1,644 shares of the industrial products company’s stock worth $116,000 after purchasing an additional 1,214 shares during the last quarter. Hedge funds and other institutional investors own 76.28% of the company’s stock.

Insider Buying and Selling at Brady

In related news, COO Thomas F. Debruine sold 5,538 shares of the firm’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $81.00, for a total transaction of $448,578.00. Following the completion of the transaction, the chief operating officer owned 10,181 shares of the company’s stock, valued at $824,661. This trade represents a 35.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, General Counsel Andrew Gorman sold 12,528 shares of the company’s stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $80.01, for a total transaction of $1,002,365.28. Following the completion of the sale, the general counsel directly owned 14,153 shares in the company, valued at approximately $1,132,381.53. The trade was a 46.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 38,987 shares of company stock worth $3,138,947 over the last ninety days. 15.60% of the stock is owned by insiders.

Wall Street Analyst Weigh In

BRC has been the subject of several analyst reports. Wall Street Zen lowered Brady from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Weiss Ratings reiterated a “buy (b)” rating on shares of Brady in a research note on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating and one has given a Buy rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Strong Buy”.

Key Brady News

Here are the key news stories impacting Brady this week:

• Positive Sentiment: Revenue and top-line beat — Sales rose 7.7% to $384.1M with organic growth (1.6%), acquisitions (2.3%) and favorable FX (3.8%), showing demand resilience and acquisition contribution. Read More.
• Positive Sentiment: Margins improving and guidance adjusted upward at the low end — Management said margin trends are improving and raised the low end of FY2026 EPS guidance to a 4.95–5.15 range, signaling confidence in profit recovery. Read More.
• Positive Sentiment: Management highlights product innovation and strategic mix shift — The company emphasized engineered product mix and innovations that support higher-margin sales over time. Read More.
• Neutral Sentiment: EPS met consensus — Reported EPS of $1.09 matched estimates (up from $1.00 a year ago), so the quarter was solid but not an upside surprise on the bottom line. Read More.
• Neutral Sentiment: Increased R&D investment announced — Management plans higher R&D spend to support engineered offerings; this supports medium/long-term growth but adds near-term expense. Read More.
• Negative Sentiment: Guidance nuance disappointed some investors — Although the low end was raised, the guidance band (4.95–5.15) sits close to consensus (about 5.04), leaving room for disappointment if investors expected a clearer upside; that nuance likely capped the rally. Read More.
• Negative Sentiment: Heavy trading and sell pressure — Shares are trading down on well-above-average volume as market participants reprice based on the mixed headline (top-line beat but only in-line EPS and conservative guidance tone), increasing short-term volatility.

Brady Stock Down 4.2%

Brady stock opened at $89.25 on Friday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.39 and a current ratio of 2.13. The business’s 50-day simple moving average is $85.40 and its two-hundred day simple moving average is $79.72. The company has a market cap of $4.21 billion, a PE ratio of 20.90 and a beta of 0.63. Brady Corporation has a fifty-two week low of $62.70 and a fifty-two week high of $99.29.

Brady (NYSE:BRC) last announced its quarterly earnings data on Thursday, February 19th. The industrial products company reported $1.09 earnings per share (EPS) for the quarter, hitting the consensus estimate of $1.09. The firm had revenue of $384.14 million during the quarter, compared to analysts’ expectations of $376.14 million. Brady had a return on equity of 18.62% and a net margin of 13.01%.The company’s revenue for the quarter was up 7.7% compared to the same quarter last year. During the same period last year, the business posted $1.00 earnings per share. Brady has set its FY 2026 guidance at 4.950-5.150 EPS. Equities analysts anticipate that Brady Corporation will post 4.55 EPS for the current year.

Brady Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Friday, January 9th were issued a $0.245 dividend. This represents a $0.98 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend was Friday, January 9th. Brady’s dividend payout ratio is 23.96%.

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.