Brady (NYSE:BRC) Issues FY 2027 Earnings Guidance

Key Points

• Brady issued FY 2027 EPS guidance of $6.25–$6.75, with a $6.50 midpoint slightly below analysts’ $6.55 consensus estimate. The outlook includes contributions from its newly acquired Honeywell Productivity Solutions and Services business.
• Brady’s latest quarter exceeded expectations, with revenue up 10% year over year to $436.9 million and EPS of $1.48 versus the $1.47 consensus estimate. Organic sales growth was 8.4%.
• The company raised its quarterly dividend to $0.25 per share from $0.24, implying $1.00 in annual dividends and a 1.1% yield; CEO Vineet Nargolwala also increased his stake by purchasing roughly $1 million of shares.

Brady (NYSE:BRC - Get Free Report) issued an update on its FY 2027 earnings guidance on Thursday. The company provided EPS guidance of 6.250-6.750 for the period, compared to the consensus EPS estimate of 6.550. The company issued revenue guidance of -.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on BRC shares. Sidoti upgraded Brady from a "neutral" rating to a "buy" rating and set a $103.00 price target for the company in a report on Tuesday, June 9th. Weiss Ratings upgraded Brady from a "buy (b)" rating to a "buy (b+)" rating in a report on Monday. Finally, Wall Street Zen raised shares of Brady from a "hold" rating to a "buy" rating in a research report on Saturday, May 23rd. Two equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the stock has a consensus rating of "Buy" and a consensus target price of $103.00.

Brady Stock Up 0.0%

Shares of NYSE:BRC traded up $0.04 on Thursday, reaching $90.22. The company had a trading volume of 364,734 shares, compared to its average volume of 261,448. The stock has a market capitalization of $4.25 billion, a P/E ratio of 20.55 and a beta of 0.61. The stock has a 50-day moving average price of $93.20 and a 200 day moving average price of $87.68. Brady has a twelve month low of $70.57 and a twelve month high of $99.29. The company has a quick ratio of 1.36, a current ratio of 2.01 and a debt-to-equity ratio of 0.02.

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

Brady Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Friday, October 9th will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Friday, October 9th. This is a boost from Brady's previous quarterly dividend of $0.24. Brady's dividend payout ratio (DPR) is 22.32%.

Insider Buying and Selling

In other Brady news, CEO Vineet A. Nargolwala acquired 13,011 shares of the company's stock in a transaction dated Wednesday, June 10th. The shares were acquired at an average cost of $76.86 per share, for a total transaction of $1,000,025.46. Following the completion of the purchase, the chief executive officer 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 position. The purchase was disclosed in a filing with the SEC, which is accessible through this hyperlink. 15.60% of the stock is owned by company insiders.

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

Institutional Investors Weigh In On Brady

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

About Brady

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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