BRADY CORP
In the published model solve dated 2026-Q2, anchored at $90.21, BRADY CORP (BRC) is priced for +7.1% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Labels and identification consumables sold into ⟦industrial manufacturing, electronic manufacturing, healthcare, chemical, oil, gas, alternative energy, automotive, aerospace, governments, mass transit, mechanical contractors, construction, utilities⟧ and more make this a small-ticket, high-repeat business rather than a capital-equipment one. • The largest change in Brady's history is pending: an all-cash purchase of Honeywell's Productivity Solutions and Services division for 1.4 billion doll
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303 institutional managers reported holding BRC in 13F filings for the quarter ended 2026-03-31. Together they hold about 79% of the company; the top 10 hold 55%. 45 opened new positions that quarter. Held by FMR (Fidelity), Vanguard Group, BlackRock, among others. On the short side, 700k shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (1.2 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.
BRC has cut its share count 9% over the past five years, spending $321.42M on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 16 years straight; the current rate is $0.78 a share annually. Cash returned over the past three years: $136.46M in dividends and $182.41M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at BRC over the trailing three years: 2026: 1 buy totaling $1.00M. 17 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.
BRC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-19 | +1.7% | -2.9% |
| 2023-11-17 | +0.0% | +9.9% |
| 2024-02-23 | -7.5% | +2.9% |
| 2024-05-23 | +13.1% | +5.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BRC's latest 8-K filings: 2026-09-03 (items 2.02, 7.01, 8.01, 9.01); 2026-08-06 (items 1.01, 2.01, 2.03, 7.01, 9.01); 2026-06-18 (items 1.01, 1.02, 2.03, 9.01); 2026-06-11 (items 5.02, 9.01); 2026-05-18 (items 2.02, 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.