K.J. Harrison & Partners Inc Takes Position in Brink's Company (The) $BCO

Key Points

• K.J. Harrison & Partners initiated a new stake in Brink's, buying 10,000 shares (~$1.17M) in Q4, and institutional ownership remains very high (~94.96%) as major funds like Vanguard, LSV and First Trust also increased positions.
• Q1 beat but guidance cautious: Brink's posted EPS of $1.80 vs. $1.59 expected and revenue of $1.38B (+10.3% YoY) with materially improved cash generation, yet issued Q2 guidance of $1.85–$2.25 EPS—below consensus—which likely prompted near‑term profit‑taking.
• Analyst sentiment improved: Multiple brokers raised targets and ratings (Goldman to $145 buy, Truist to $163 buy, Wall Street Zen to strong‑buy), leaving a MarketBeat consensus of "Moderate Buy" with an average target of $154.00.

K.J. Harrison & Partners Inc purchased a new stake in Brink's Company (The) (NYSE:BCO - Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 10,000 shares of the business services provider's stock, valued at approximately $1,167,000.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Vanguard Group Inc. boosted its holdings in shares of Brink's by 2.3% in the 4th quarter. Vanguard Group Inc. now owns 4,129,187 shares of the business services provider's stock valued at $482,000,000 after buying an additional 94,634 shares during the period. LSV Asset Management boosted its holdings in shares of Brink's by 16.3% in the 3rd quarter. LSV Asset Management now owns 1,256,385 shares of the business services provider's stock valued at $146,821,000 after buying an additional 175,773 shares during the period. Boston Partners boosted its holdings in shares of Brink's by 10.9% in the 3rd quarter. Boston Partners now owns 607,908 shares of the business services provider's stock valued at $70,922,000 after buying an additional 59,542 shares during the period. First Trust Advisors LP lifted its position in Brink's by 48.2% in the 3rd quarter. First Trust Advisors LP now owns 600,665 shares of the business services provider's stock valued at $70,194,000 after purchasing an additional 195,466 shares during the last quarter. Finally, Simcoe Capital Management LLC bought a new stake in Brink's in the 2nd quarter valued at about $43,465,000. 94.96% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on BCO. The Goldman Sachs Group lifted their price objective on shares of Brink's from $129.00 to $145.00 and gave the company a "buy" rating in a research report on Monday, March 2nd. Truist Financial lifted their price objective on shares of Brink's from $138.00 to $163.00 and gave the company a "buy" rating in a research report on Tuesday, February 10th. Finally, Wall Street Zen upgraded shares of Brink's from a "buy" rating to a "strong-buy" rating in a research report on Sunday, March 15th. Three analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $154.00.

More Brink's News

Here are the key news stories impacting Brink's this week:

• Positive Sentiment: Q1 results beat expectations — EPS of $1.80 and revenue of $1.38B topped estimates, with revenue up ~10% year-over-year and organic growth led by AMS/DRS. Strong top‑line execution supports the company's growth thesis. Brink's Delivers Strong First-Quarter Results
• Positive Sentiment: Cash generation improved materially — operating cash flow rose ~$89M and free cash flow increased ~$66M, which strengthens the balance-sheet flexibility to fund acquisitions or buybacks. Q1 Results & Cash Flow
• Neutral Sentiment: NCR Atleos acquisition remains on track to close by end of Q1 FY2027 — strategically aligns with AMS/DRS expansion but is a future catalyst that hasn’t yet added reported contribution. Acquisition Update
• Negative Sentiment: Q2 guidance was updated to an EPS range of $1.85–$2.25, which sits below consensus (~$2.01 midpoint) — the conservative guidance likely prompted profit‑taking despite the beat. Q1 Earnings Transcript & Guidance
• Negative Sentiment: Shareholders approved an expanded equity incentive plan, a move investors sometimes view as potential dilution or management compensation that can pressure near‑term per‑share metrics. Equity Incentive Plan Approval

Brink's Stock Down 1.2%

BCO stock opened at $107.66 on Friday. Brink's Company has a 52 week low of $80.10 and a 52 week high of $136.37. The company has a market capitalization of $4.43 billion, a price-to-earnings ratio of 25.15 and a beta of 1.08. The firm's 50-day moving average is $109.21 and its two-hundred day moving average is $115.89. The company has a current ratio of 1.53, a quick ratio of 1.51 and a debt-to-equity ratio of 9.75.

Brink's (NYSE:BCO - Get Free Report) last released its quarterly earnings results on Wednesday, May 6th. The business services provider reported $1.80 EPS for the quarter, topping analysts' consensus estimates of $1.59 by $0.21. Brink's had a net margin of 3.35% and a return on equity of 87.38%. The company had revenue of $1.38 billion for the quarter, compared to the consensus estimate of $1.36 billion. During the same period in the previous year, the firm earned $1.62 EPS. Brink's's revenue was up 10.3% on a year-over-year basis. Brink's has set its Q2 2026 guidance at 1.850-2.250 EPS. On average, analysts forecast that Brink's Company will post 8.89 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 Monday, June 1st. Shareholders of record on Monday, May 18th will be given a dividend of $0.255 per share. This represents a $1.02 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Monday, May 18th. Brink's's payout ratio is 21.75%.

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.

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