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
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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: 2026-08-05 (items 2.02, 7.01, 9.01); 2026-07-24 (items 7.01); 2026-06-30 (items 5.07, 7.01, 9.01); 2026-06-18 (items 8.01, 9.01); 2026-06-02 (items 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
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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.