Brady (NYSE:BRC) Trading Down 6.3% – What’s Next?

Brady Corporation (NYSE:BRC) shares traded down 6.3% during trading on Friday . The company 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.

Trending Headlines about 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

A number of equities analysts have recently issued reports on the company. Weiss Ratings reissued a “buy (b)” rating on shares of Brady in a report on Wednesday, January 21st. Wall Street Zen lowered Brady from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. One investment 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.com, Brady currently has an average rating of “Strong Buy”.

Brady Stock Down 4.2%

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

Brady (NYSE:BRC) last issued 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 net margin of 12.74% and a return on equity of 19.06%. The firm had revenue of $384.14 million during the quarter, compared to the consensus estimate of $376.14 million. During the same quarter in the prior year, the firm earned $1.00 earnings per share. The business’s quarterly 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, research analysts anticipate that Brady Corporation will post 4.55 EPS for the current fiscal year.

Brady Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Friday, January 9th were given a dividend of $0.245 per share. 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 is currently 23.96%.

Insider Activity at Brady

In other Brady news, CEO Russell Shaller sold 17,130 shares of Brady stock in a transaction dated 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 sale, the chief executive officer owned 141,421 shares of the company’s stock, valued at $11,490,456.25. This trade represents a 10.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, COO Thomas F. Debruine sold 5,538 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $81.00, for a total value of $448,578.00. Following the completion of the sale, 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. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 38,987 shares of company stock valued at $3,138,947. 15.60% of the stock is owned by insiders.

Institutional Investors Weigh In On Brady

Hedge funds have recently added to or reduced their stakes in the business. Global Retirement Partners LLC increased its holdings in shares of Brady by 42.4% during the fourth 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 during the period. Richardson Financial Services Inc. grew its position in Brady by 72.1% during the fourth 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. Nisa Investment Advisors LLC increased its stake in Brady by 0.8% during the 3rd quarter. Nisa Investment Advisors LLC now owns 20,288 shares of the industrial products company’s stock worth $1,583,000 after acquiring an additional 170 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al increased its stake in Brady by 2.2% during the 3rd quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 9,186 shares of the industrial products company’s stock worth $717,000 after acquiring an additional 200 shares during the period. Finally, apricus wealth LLC raised its holdings in Brady by 7.4% in the 3rd quarter. apricus wealth LLC now owns 3,206 shares of the industrial products company’s stock valued at $250,000 after acquiring an additional 221 shares in the last quarter. Institutional investors and hedge funds own 76.28% of the company’s stock.

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.