Brady (NYSE:BRC) Issues FY 2026 Earnings Guidance

Brady (NYSE:BRC) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 4.950-5.150 for the period, compared to the consensus earnings per share estimate of 5.040. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

A number of research firms recently commented on BRC. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Brady in a research note on Wednesday, January 21st. Wall Street Zen cut shares of Brady from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. One research analyst has rated the stock with a Strong Buy rating and one has given a Buy rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Strong Buy”.

Brady Stock Performance

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

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

Brady Announces Dividend

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

Insider Buying and Selling at Brady

In related news, COO Thomas F. Debruine sold 5,538 shares of Brady stock in a transaction that occurred 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 sale, the chief operating officer directly owned 10,181 shares in the company, valued at $824,661. This trade represents a 35.23% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Brett Wilms sold 3,791 shares of the firm’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $78.13, for a total transaction of $296,190.83. Following the transaction, the insider directly owned 7,672 shares of the company’s stock, valued at $599,413.36. The trade was a 33.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 38,987 shares of company stock worth $3,138,947 in the last 90 days. Corporate insiders own 15.60% of the company’s stock.

More 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.

Hedge Funds Weigh In On Brady

A number of hedge funds have recently made changes to their positions in BRC. Kestra Advisory Services LLC acquired a new position in shares of Brady in the 4th quarter worth approximately $90,000. NewEdge Advisors LLC raised its stake in Brady by 282.3% during the first quarter. NewEdge Advisors LLC now owns 1,644 shares of the industrial products company’s stock worth $116,000 after buying an additional 1,214 shares during the last quarter. iSAM Funds UK Ltd bought a new position in Brady during the third quarter worth $177,000. Bridgewater Associates LP acquired a new position in Brady in the fourth quarter valued at $235,000. Finally, nVerses Capital LLC bought a new stake in Brady during the fourth quarter valued at $248,000. 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.