Brady (NYSE:BRC) Releases FY 2027 Earnings Guidance

by · The Cerbat Gem

Brady (NYSE:BRC – Get Free Report) updated 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 Price Performance

Shares of Brady stock traded up $0.04 during mid-day trading on Thursday, reaching $90.22. 364,734 shares of the stock were exchanged, compared to its average volume of 261,448. The company has a market cap of $4.25 billion, a price-to-earnings ratio of 20.55 and a beta of 0.61. The company has a current ratio of 2.01, a quick ratio of 1.36 and a debt-to-equity ratio of 0.02. The firm has a 50-day simple moving average of $93.20 and a 200 day simple moving average of $87.68. Brady has a fifty-two week low of $70.57 and a fifty-two week high of $99.29.

Brady (NYSE:BRC – Get Free Report) last released its quarterly earnings results on Thursday, September 3rd. The industrial products company reported $1.48 EPS for the quarter, beating analysts’ consensus estimates of $1.47 by $0.01. The firm had revenue of $436.90 million for the quarter, compared to analyst estimates of $427.91 million. Brady had a net margin of 12.93% and a return on equity of 19.01%. The company’s revenue for the quarter was up 10.0% compared to the same quarter last year. During the same period in the previous year, the business earned $1.04 earnings per share. Brady has set its FY 2027 guidance at 6.250-6.750 EPS. On average, sell-side analysts predict that Brady will post 5.25 EPS for the current fiscal year.

Brady Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Friday, October 9th will be paid a $0.25 dividend. The ex-dividend date of this dividend is Friday, October 9th. This is a boost from Brady’s previous quarterly dividend of $0.24. This represents a $1.00 dividend on an annualized basis and a yield of 1.1%. Brady’s payout ratio is 22.32%.

Wall Street Analysts Forecast Growth

BRC has been the topic of a number of analyst reports. 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. Wall Street Zen upgraded shares of Brady from a “hold” rating to a “buy” rating in a report on Saturday, May 23rd. Finally, Weiss Ratings raised shares of Brady from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday. Two research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, Brady currently has an average rating of “Buy” and an average price target of $103.00.

Check Out Our Latest Analysis on Brady

Insider Activity

In other Brady news, CEO Vineet A. Nargolwala acquired 13,011 shares of the stock in a transaction dated Wednesday, June 10th. The shares were bought at an average cost of $76.86 per share, for a total transaction of $1,000,025.46. Following the completion of the acquisition, the chief executive officer directly owned 52,709 shares of the company’s stock, valued at approximately $4,051,213.74. This trade represents a 32.77% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 15.60% of the company’s stock.

Key Brady News

Here are the key news stories impacting Brady this week:

  • Positive Sentiment: Brady reported record fiscal 2026 revenue of approximately $1.66 billion, up 9.8% year over year, while adjusted diluted EPS reached $5.29. Management said fiscal 2027 adjusted EPS is expected to grow 23% at the midpoint, supported in part by the newly acquired Honeywell Technologies Productivity Solutions and Services business. Brady fiscal 2026 results
  • Positive Sentiment: Fourth-quarter revenue rose 10% to $436.9 million, exceeding the $427.9 million analyst consensus, and EPS of $1.48 narrowly topped estimates of $1.47. Organic sales growth was 8.4%, indicating solid underlying demand. Brady fourth-quarter earnings
  • Positive Sentiment: The board raised the quarterly dividend to $0.25 from $0.245, or $1.00 annually. This marks Brady’s 41st consecutive annual dividend increase and signals continued confidence in cash generation and shareholder returns. Brady dividend increase
  • Neutral Sentiment: Brady completed its transformational acquisition of Honeywell’s Productivity Solutions and Services business on August 3. The acquired IPS operation is expected to generate about $1.15 billion in revenue, potentially expanding Brady’s scale but increasing integration and execution demands. Brady fiscal 2027 outlook and IPS revenue target
  • Negative Sentiment: Fiscal 2027 adjusted EPS guidance of $6.25 to $6.75 has a midpoint of $6.50, slightly below the $6.55 analyst consensus. In addition, fourth-quarter net income declined despite higher revenue, which may temper the positive reaction to the revenue and adjusted-EPS beats. Brady fourth-quarter net income and organic growth

Hedge Funds Weigh In On Brady

Institutional investors and hedge funds have recently modified their holdings of the business. Global Retirement Partners LLC grew its holdings in shares of Brady by 42.4% during the 4th quarter. Global Retirement Partners LLC now owns 450 shares of the industrial products company’s stock worth $35,000 after purchasing an additional 134 shares in the last quarter. Raymond James Financial Inc. increased its position in Brady by 0.9% during the 2nd quarter. Raymond James Financial Inc. now owns 26,093 shares of the industrial products company’s stock worth $1,774,000 after purchasing an additional 238 shares in the last quarter. Amundi increased its holdings in shares of Brady by 3.4% during the third quarter. Amundi now owns 8,135 shares of the industrial products company’s stock worth $617,000 after buying an additional 266 shares in the last quarter. EverSource Wealth Advisors LLC raised its position in Brady by 89.0% in the second quarter. EverSource Wealth Advisors LLC now owns 684 shares of the industrial products company’s stock valued at $46,000 after purchasing an additional 322 shares during the last quarter. Finally, Swiss National Bank raised its holdings in Brady by 0.5% in the 3rd quarter. Swiss National Bank now owns 84,900 shares of the industrial products company’s stock valued at $6,625,000 after buying an additional 400 shares during the last quarter. 76.28% of the stock is currently owned by institutional investors and hedge funds.

About Brady

(Get Free Report)

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.

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