Brady (NYSE:BRC) Releases FY 2027 Earnings Guidance

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

Brady Stock Performance

Shares of Brady stock opened at $90.22 on Friday. The company has a debt-to-equity ratio of 0.02, a quick ratio of 1.36 and a current ratio of 2.01. Brady has a 1 year low of $70.57 and a 1 year high of $99.29. The firm’s 50-day simple moving average is $93.21 and its 200-day simple moving average is $87.63. The firm has a market cap of $4.25 billion, a PE ratio of 20.55 and a beta of 0.61.

Brady (NYSE:BRC) last announced its quarterly earnings data on Thursday, September 3rd. The industrial products company reported $1.48 earnings per share for the quarter, beating the consensus estimate of $1.47 by $0.01. Brady had a return on equity of 19.01% and a net margin of 12.93%.The firm had revenue of $436.90 million during the quarter, compared to analyst estimates of $427.91 million. During the same period in the previous year, the company earned $1.04 earnings per share. Brady’s quarterly revenue 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 forecast that Brady will post 5.25 earnings per share for the current fiscal year.

Brady Increases Dividend

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

Analyst Ratings Changes

Several equities analysts recently issued reports on BRC shares. Wall Street Zen upgraded Brady from a “hold” rating to a “buy” rating in a research note on Saturday, May 23rd. Weiss Ratings raised shares of Brady from a “buy (b)” rating to a “buy (b+)” rating in a report on Monday. 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 report on Tuesday, June 9th. Two equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $103.00.

Insider Activity

In related news, CEO Vineet A. Nargolwala acquired 13,011 shares of Brady stock in a transaction that occurred on Wednesday, June 10th. The stock was acquired at an average price of $76.86 per share, for a total transaction of $1,000,025.46. Following the transaction, the chief executive officer directly owned 52,709 shares of the company’s stock, valued at $4,051,213.74. This trade represents a 32.77% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company 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 fourth-quarter revenue of $436.9 million, up 10% year over year and above the $427.9 million analyst consensus. Adjusted EPS was $1.48, narrowly exceeding estimates of $1.47, while full-year revenue rose 9.8% to a record $1.66 billion. Brady fiscal 2026 results
• Positive Sentiment: The company completed its acquisition of Honeywell Technologies’ Productivity Solutions and Services business on August 3. Management expects the deal to strengthen growth, with the acquired IPS business targeted to generate approximately $1.15 billion in fiscal 2027 revenue. Brady FY2027 outlook
• Positive Sentiment: Fiscal 2027 adjusted EPS guidance of $6.25 to $6.75 implies 23% growth at the midpoint, signaling confidence in earnings expansion following the acquisition.
• Positive Sentiment: Brady raised its quarterly dividend to $0.25 from $0.245, marking the 41st consecutive annual increase. The change reinforces the company’s shareholder-return record. Brady dividend increase
• Neutral Sentiment: Management’s fiscal 2027 EPS guidance midpoint of $6.50 is slightly below the $6.55 consensus estimate, potentially limiting the upside reaction despite the projected year-over-year growth.
• Negative Sentiment: Fourth-quarter net income declined, creating a counterpoint to the strong revenue growth and EPS beat. Investors may also monitor execution and integration risks associated with the large Honeywell transaction. Brady fourth-quarter profit report

Hedge Funds Weigh In On Brady

Institutional investors have recently modified their holdings of the company. Susquehanna Fundamental Investments LLC acquired a new stake in Brady in the 4th quarter valued at approximately $283,000. Guggenheim Capital LLC bought a new position in Brady in the 4th quarter valued at about $362,000. iSAM Funds UK Ltd raised its holdings in Brady by 116.0% during the fourth quarter. iSAM Funds UK Ltd now owns 4,895 shares of the industrial products company’s stock worth $384,000 after purchasing an additional 2,629 shares in the last quarter. Bridgewater Associates LP acquired a new stake in Brady in the fourth quarter worth approximately $235,000. Finally, Occudo Quantitative Strategies LP bought a new position in Brady during the 2nd quarter valued at $260,000. Institutional investors own 76.28% of the company’s stock.

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.