Brink’s Company (The) $BCO Shares Sold by Lodge Hill Capital LLC

Lodge Hill Capital LLC cut its stake in Brink’s Company (The) (NYSE:BCO) by 7.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 315,000 shares of the business services provider’s stock after selling 25,000 shares during the quarter. Brink’s makes up approximately 4.8% of Lodge Hill Capital LLC’s portfolio, making the stock its 6th largest holding. Lodge Hill Capital LLC’s holdings in Brink’s were worth $32,643,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of BCO. Vanguard Group Inc. increased its stake in Brink’s by 2.3% during the 4th quarter. Vanguard Group Inc. now owns 4,129,187 shares of the business services provider’s stock worth $482,000,000 after buying an additional 94,634 shares in the last quarter. LSV Asset Management lifted its position in shares of Brink’s by 5.5% in the fourth quarter. LSV Asset Management now owns 1,325,075 shares of the business services provider’s stock valued at $154,676,000 after acquiring an additional 68,690 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in shares of Brink’s by 0.5% in the fourth quarter. Dimensional Fund Advisors LP now owns 879,446 shares of the business services provider’s stock valued at $102,662,000 after acquiring an additional 4,119 shares in the last quarter. First Trust Advisors LP boosted its stake in shares of Brink’s by 5.3% in the first quarter. First Trust Advisors LP now owns 862,692 shares of the business services provider’s stock worth $89,401,000 after acquiring an additional 43,311 shares during the last quarter. Finally, Boston Partners boosted its stake in shares of Brink’s by 10.9% in the third quarter. Boston Partners now owns 607,908 shares of the business services provider’s stock worth $70,922,000 after acquiring an additional 59,542 shares during the last quarter. 94.96% of the stock is currently owned by institutional investors and hedge funds.

Brink’s Stock Performance

NYSE:BCO opened at $121.42 on Thursday. The company has a market cap of $5.00 billion, a P/E ratio of 28.37 and a beta of 1.06. Brink’s Company has a twelve month low of $84.99 and a twelve month high of $136.37. The company’s 50-day moving average price is $105.45 and its 200-day moving average price is $111.85. The company has a current ratio of 1.53, a quick ratio of 1.53 and a debt-to-equity ratio of 9.75.

Brink’s (NYSE:BCO) last announced its quarterly earnings data on Wednesday, May 6th. The business services provider reported $1.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.59 by $0.21. The company had revenue of $1.38 billion during the quarter, compared to analysts’ expectations of $1.36 billion. Brink’s had a net margin of 3.35% and a return on equity of 87.38%. Brink’s’s revenue was up 10.3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.62 EPS. Brink’s has set its Q2 2026 guidance at 1.850-2.250 EPS. On average, sell-side analysts forecast that Brink’s Company will post 9.14 earnings per share for the current fiscal year.

Brink’s Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Monday, July 27th will be given a $0.255 dividend. The ex-dividend date is Monday, July 27th. This represents a $1.02 dividend on an annualized basis and a dividend yield of 0.8%. Brink’s’s dividend payout ratio is 23.83%.

Analysts Set New Price Targets

Separately, Weiss Ratings downgraded Brink’s from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, June 8th. Two equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Brink’s presently has a consensus rating of “Moderate Buy” and an average target price of $154.00.

About Brink’s

The Brink’s Company (NYSE: BCO) is a global leader in secure logistics and cash management solutions. The company provides a comprehensive suite of services that span armored transportation, cash-in-transit (CIT), ATM services, smart safe solutions, and valuables storage. Through its network of service centers and armored vehicles, Brink’s ensures the safe and efficient movement of currency, precious metals, and other high-value assets for banks, retailers, mints, and government agencies.

Brink’s armored transport operations are complemented by technology-driven cash management offerings, including deposit automation and secure vaulting.