BRADY CORP
At today's price, BRADY CORP (BRC) is priced for +6.2% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
At about $85 the market pays roughly 15 times operating income, which implies only about 4.6% annual operating growth for five years. Brady just grew organic sales 8.2% and raised guidance, so the implied bar is below what the business is delivering. The moat is in the boring, mission-critical niche. Brady makes identification and safety products, labels, signs, tags, that customers need but barely notice in cost terms, which supports a 16.2% operating margin and a 15.6% return on equity across
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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: 2026-06-18 (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); 2026-05-08 (items 5.02); 2026-04-21 (items 1.01, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 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.