Brady (NYSE:BRC) Stock Price Down 6.3% – Here’s What Happened

Brady Corporation (NYSE:BRC)’s stock price was down 6.3% during mid-day trading on Friday . The company traded as low as $87.05 and last traded at $87.3350. Approximately 219,771 shares were traded during mid-day trading, an increase of 10% from the average daily volume of 199,322 shares. The stock had previously closed at $93.18.

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.

Analysts Set New Price Targets

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

Brady Trading Down 4.2%

The firm has a market capitalization of $4.21 billion, a price-to-earnings ratio of 20.90 and a beta of 0.63. 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 company has a 50 day moving average price of $85.40 and a two-hundred day moving average price of $79.78.

Brady (NYSE:BRC) last released its quarterly earnings results on Thursday, February 19th. The industrial products company reported $1.09 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $1.09. The firm had revenue of $384.14 million for the quarter, compared to analysts’ expectations of $376.14 million. Brady had a net margin of 13.01% and a return on equity of 18.62%. The firm’s revenue for the quarter was up 7.7% compared to the same quarter last year. During the same quarter last year, the company earned $1.00 EPS. Brady has set its FY 2026 guidance at 4.950-5.150 EPS. On average, research analysts forecast that Brady Corporation will post 4.55 EPS for the current year.

Brady Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Friday, January 9th were paid a $0.245 dividend. The ex-dividend date of this dividend was Friday, January 9th. This represents a $0.98 dividend on an annualized basis and a yield of 1.1%. Brady’s dividend payout ratio (DPR) is currently 23.96%.

Insider Transactions at Brady

In other news, General Counsel Andrew Gorman sold 12,528 shares of Brady stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $80.01, for a total value of $1,002,365.28. Following the sale, the general counsel directly owned 14,153 shares of the company’s stock, valued at $1,132,381.53. The trade was a 46.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, COO Thomas F. Debruine sold 5,538 shares of the stock in a transaction on Monday, January 5th. The shares were sold at an average price of $81.00, for a total value of $448,578.00. Following the completion of the transaction, the chief operating officer directly owned 10,181 shares of the company’s stock, valued at approximately $824,661. This represents a 35.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 38,987 shares of company stock valued at $3,138,947 in the last 90 days. Corporate insiders own 15.60% of the company’s stock.

Institutional Investors Weigh In On Brady

Hedge funds have recently modified their holdings of the business. Franklin Resources Inc. boosted its position in Brady by 267.8% during the fourth quarter. Franklin Resources Inc. now owns 1,188,189 shares of the industrial products company’s stock worth $93,118,000 after acquiring an additional 865,131 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its stake in Brady by 502,257.8% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 452,122 shares of the industrial products company’s stock worth $35,433,000 after purchasing an additional 452,032 shares in the last quarter. First Trust Advisors LP lifted its stake in Brady by 22.2% in the 4th quarter. First Trust Advisors LP now owns 1,620,931 shares of the industrial products company’s stock worth $127,032,000 after purchasing an additional 294,818 shares in the last quarter. Millennium Management LLC boosted its holdings in shares of Brady by 1,256.9% during the 1st quarter. Millennium Management LLC now owns 185,182 shares of the industrial products company’s stock worth $13,081,000 after purchasing an additional 171,535 shares during the last quarter. Finally, Champlain Investment Partners LLC grew its position in shares of Brady by 22.1% in the second quarter. Champlain Investment Partners LLC now owns 821,401 shares of the industrial products company’s stock valued at $55,831,000 after purchasing an additional 148,471 shares in the last quarter. 76.28% of the stock is currently owned by institutional investors and hedge funds.

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.