Brady Corporation $BRC Stock Position Increased by Teacher Retirement System of Texas

Key Points

• Teacher Retirement System of Texas increased its stake in Brady Corporation by 20.1% to 91,292 shares (about $7.16 million), representing roughly 0.19% of the company.
• Several other institutions also boosted holdings—most notably Millennium Management (+1,256.9% to 185,182 shares) and Royal Bank of Canada (+380.3%)—bringing total institutional ownership to about 76.28%.
• Brady reported Q4 EPS of $1.09 (in line with estimates) with revenue up 7.7% year-over-year to $384.14 million, set FY2026 guidance of 4.95–5.15 EPS, and declared a quarterly dividend of $0.245 (≈1.2% yield).

Teacher Retirement System of Texas lifted its position in Brady Corporation (NYSE:BRC - Free Report) by 20.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 91,292 shares of the industrial products company's stock after buying an additional 15,283 shares during the period. Teacher Retirement System of Texas owned approximately 0.19% of Brady worth $7,155,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of BRC. Royal Bank of Canada raised its stake in shares of Brady by 380.3% in the 1st quarter. Royal Bank of Canada now owns 6,451 shares of the industrial products company's stock worth $456,000 after buying an additional 5,108 shares in the last quarter. Millennium Management LLC raised its stake in shares of Brady by 1,256.9% in the 1st quarter. Millennium Management LLC now owns 185,182 shares of the industrial products company's stock worth $13,081,000 after buying an additional 171,535 shares in the last quarter. NewEdge Advisors LLC raised its stake in shares of Brady by 282.3% in the 1st quarter. NewEdge Advisors LLC now owns 1,644 shares of the industrial products company's stock worth $116,000 after buying an additional 1,214 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of Brady by 7.4% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 126,953 shares of the industrial products company's stock worth $8,968,000 after buying an additional 8,716 shares in the last quarter. Finally, EverSource Wealth Advisors LLC raised its stake in shares of Brady by 89.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 684 shares of the industrial products company's stock worth $46,000 after buying an additional 322 shares in the last quarter. Institutional investors own 76.28% of the company's stock.

Brady Price Performance

Shares of NYSE:BRC opened at $80.82 on Monday. Brady Corporation has a one year low of $65.76 and a one year high of $99.29. The stock has a fifty day moving average of $86.02 and a 200-day moving average of $82.46. The company has a market capitalization of $3.82 billion, a PE ratio of 18.93 and a beta of 0.65. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.40 and a current ratio of 2.13.

Brady (NYSE:BRC - Get Free Report) last announced its quarterly earnings data on Thursday, February 19th. The industrial products company reported $1.09 EPS for the quarter, meeting analysts' consensus estimates of $1.09. Brady had a return on equity of 18.62% and a net margin of 13.01%.The company 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 EPS. The company's quarterly revenue was up 7.7% compared to the same quarter last year. Brady has set its FY 2026 guidance at 4.950-5.150 EPS. As a group, equities analysts anticipate that Brady Corporation will post 5.05 EPS for the current fiscal year.

Brady Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Thursday, April 9th will be given a dividend of $0.245 per share. This represents a $0.98 annualized dividend and a yield of 1.2%. The ex-dividend date is Thursday, April 9th. Brady's payout ratio is presently 22.95%.

Analyst Ratings Changes

BRC has been the topic of several research reports. Wall Street Zen cut Brady from a "buy" rating to a "hold" rating in a report on Saturday, February 14th. Weiss Ratings reiterated a "buy (b)" rating on shares of Brady in a research report on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating and one has given a Buy rating to the company's stock. According to data from MarketBeat.com, Brady currently has an average rating of "Strong Buy".

Brady 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.

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