BRINK’S CO
boothcheck covers BRINK’S CO (BCO) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• The fastest-growing part of Brink's is the part that does not involve driving anywhere: ATM Managed Services and Digital Retail Solutions grew 15% organically in the March quarter, the thirteenth consecutive quarter at or above that pace, and now account for about 28% of revenue [Source: Brink's first quarter 2026 results, reported May 2026]. • The balance sheet is the binding constraint rather than the business: borrowings run about 5.88 times operating profit and operating income covers the
Is BCO overvalued? See what's priced in →
352 institutional managers reported holding BCO in 13F filings for the quarter ended 2026-03-31. 54 opened new positions that quarter. Held by BlackRock, FMR (Fidelity), Vanguard Group, among others. On the short side, 4.1M shares were sold short as of the 2026-06-15 count, about 10% of shares outstanding (10.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BCO has cut its share count 17.4% over the past five years, spending $865.30M on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 5 years straight; the current rate is $1.01 a share annually. Cash returned over the past three years: $114.70M in dividends and $595.60M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at BCO over the trailing three years: 2025: 1 buy totaling $19k. 18 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BCO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | -1.5% | -1.3% |
| 2023-11-08 | +3.5% | +13.0% |
| 2024-03-01 | +3.7% | +9.9% |
| 2024-05-09 | +6.2% | +7.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BCO's latest 8-K filings: 2026-10-08 (items 8.01, 9.01); 2026-09-30 (items 8.01, 9.01); 2026-08-05 (items 2.02, 7.01, 9.01); 2026-07-24 (items 7.01); 2026-06-30 (items 5.07, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.