Brady (NYSE:BRC) Updates FY 2026 Earnings Guidance

Brady (NYSE:BRC) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 5.200-5.300 for the period, compared to the consensus earnings per share estimate of 5.020. The company issued revenue guidance of -.

Brady Stock Up 18.5%

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

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

Brady Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on BRC shares. Wall Street Zen downgraded 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 report on Wednesday, May 13th. One analyst has rated the stock with a Buy rating, Based on data from MarketBeat, the stock has a consensus rating of “Buy”.

Key Stories 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.

Hedge Funds Weigh In On Brady

Several institutional investors have recently bought and sold shares of the company. First Trust Advisors LP increased 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 valued at $127,032,000 after buying an additional 294,818 shares during the period. State Street Corp increased its stake in Brady by 1.7% in the 4th quarter. State Street Corp now owns 1,524,384 shares of the industrial products company’s stock valued at $119,466,000 after buying an additional 26,151 shares during the period. Dimensional Fund Advisors LP increased its stake in Brady by 0.6% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,461,632 shares of the industrial products company’s stock valued at $114,551,000 after buying an additional 8,125 shares during the period. Geode Capital Management LLC increased its stake in Brady by 0.7% in the 4th quarter. Geode Capital Management LLC now owns 536,544 shares of the industrial products company’s stock valued at $42,061,000 after buying an additional 3,699 shares during the period. Finally, Qube Research & Technologies Ltd increased its stake in Brady by 15.1% in the 3rd quarter. Qube Research & Technologies Ltd now owns 371,541 shares of the industrial products company’s stock valued at $28,991,000 after buying an additional 48,668 shares during the period. 76.28% of the stock is owned by institutional investors and hedge funds.

Brady Company 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.