Brady (NYSE:BRC) Shares Down 6.3% – Here’s Why

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

Key Headlines Impacting Brady

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.

Wall Street Analysts Forecast Growth

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

Brady Price Performance

The stock has a market cap of $4.21 billion, a P/E ratio of 21.82 and a beta of 0.63. The company’s 50 day moving average price is $85.23 and its 200-day moving average price is $79.59. The company has a quick ratio of 1.39, a current ratio of 2.07 and a debt-to-equity ratio of 0.09.

Brady (NYSE:BRC) last announced its earnings results on Thursday, February 19th. The industrial products company reported $1.09 EPS for the quarter, meeting the consensus estimate of $1.09. Brady had a return on equity of 19.06% and a net margin of 12.74%.The business had revenue of $384.14 million for the quarter, compared to analysts’ expectations of $376.14 million. During the same period in the prior year, the business posted $1.00 earnings per share. The firm’s revenue was up 7.7% on a year-over-year basis. Brady has set its FY 2026 guidance at 4.950-5.150 EPS. As a group, sell-side analysts expect that Brady Corporation will post 4.55 earnings per share 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 given a $0.245 dividend. The ex-dividend date of this dividend was Friday, January 9th. This represents a $0.98 annualized dividend and a dividend yield of 1.1%. Brady’s dividend payout ratio (DPR) is 23.96%.

Insiders Place Their Bets

In other Brady news, CEO Russell Shaller sold 17,130 shares of Brady stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $81.25, for a total value of $1,391,812.50. Following the completion of the sale, the chief executive officer directly owned 141,421 shares in the company, valued at approximately $11,490,456.25. The trade was a 10.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, COO Thomas F. Debruine sold 5,538 shares of the business’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 transaction, the chief operating officer owned 10,181 shares in the company, valued at $824,661. The trade was a 35.23% 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 quarter. 15.60% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Brady

Hedge funds have recently bought and sold shares of the company. Flagship Harbor Advisors LLC bought a new stake in Brady in the 4th quarter worth about $25,000. Richardson Financial Services Inc. lifted its position in shares of Brady by 72.1% during the 4th quarter. Richardson Financial Services Inc. now owns 389 shares of the industrial products company’s stock worth $30,000 after buying an additional 163 shares in the last quarter. Advisory Services Network LLC bought a new position in shares of Brady during the 3rd quarter worth approximately $31,000. Global Retirement Partners LLC boosted its stake in shares of Brady by 42.4% in the 4th quarter. Global Retirement Partners LLC now owns 450 shares of the industrial products company’s stock worth $35,000 after buying an additional 134 shares during the last quarter. Finally, Quent Capital LLC bought a new position in shares of Brady in the third quarter valued at approximately $43,000. 76.28% of the stock is owned by hedge funds and other 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.