Strs Ohio Buys 8,600 Shares of Brink’s Company (The) $BCO

Strs Ohio increased its stake in shares of Brink’s Company (The) (NYSE:BCO) by 268.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,800 shares of the business services provider’s stock after buying an additional 8,600 shares during the quarter. Strs Ohio’s holdings in Brink’s were worth $1,377,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Advisory Services Network LLC acquired a new stake in shares of Brink’s during the 3rd quarter worth $33,000. Mather Group LLC. acquired a new position in Brink’s in the third quarter valued at about $34,000. Optiver Holding B.V. raised its stake in Brink’s by 42.9% in the third quarter. Optiver Holding B.V. now owns 353 shares of the business services provider’s stock valued at $41,000 after purchasing an additional 106 shares in the last quarter. Wexford Capital LP bought a new stake in Brink’s during the third quarter worth about $42,000. Finally, Hantz Financial Services Inc. lifted its position in Brink’s by 120.3% during the third quarter. Hantz Financial Services Inc. now owns 401 shares of the business services provider’s stock worth $47,000 after purchasing an additional 219 shares during the period. Institutional investors own 94.96% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. The Goldman Sachs Group increased their price objective on shares of Brink’s from $129.00 to $145.00 and gave the stock a “buy” rating in a research note on Monday, March 2nd. Wall Street Zen upgraded shares of Brink’s from a “buy” rating to a “strong-buy” rating in a research report on Sunday, March 15th. Finally, Truist Financial upped their price target on shares of Brink’s from $138.00 to $163.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Three analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $154.00.

Brink’s Price Performance

Brink’s stock opened at $109.05 on Thursday. The company has a debt-to-equity ratio of 9.35, a quick ratio of 1.51 and a current ratio of 1.51. Brink’s Company has a 52 week low of $80.10 and a 52 week high of $136.37. The stock has a market capitalization of $4.49 billion, a P/E ratio of 23.25 and a beta of 1.08. The stock has a fifty day moving average of $109.64 and a 200-day moving average of $115.92.

Brink’s (NYSE:BCO) last released its quarterly earnings data on Wednesday, May 6th. The business services provider reported $1.80 earnings per share for the quarter, beating the consensus estimate of $1.59 by $0.21. Brink’s had a return on equity of 89.90% and a net margin of 3.80%.The business had revenue of $1.38 billion for the quarter, compared to analyst estimates of $1.36 billion. During the same period last year, the firm posted $1.62 earnings per share. Brink’s’s revenue was up 10.3% compared to the same quarter last year. Brink’s has set its Q2 2026 guidance at 1.850-2.250 EPS. On average, sell-side analysts expect that Brink’s Company will post 8.89 earnings per share for the current fiscal year.

Brink’s Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Monday, May 18th will be paid a $0.255 dividend. This represents a $1.02 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Monday, May 18th. Brink’s’s dividend payout ratio (DPR) is presently 21.75%.

Key Brink’s News

Here are the key news stories impacting Brink’s this week:

• Positive Sentiment: Q1 results beat expectations — Brink’s reported $1.80 EPS vs. consensus ~ $1.59–$1.68 and revenue of $1.38B (up 10% y/y), signaling better-than-expected top- and bottom-line performance. This is the primary driver for the positive move in the stock. Brink’s (BCO) Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Strong cash generation and margin trends — operating cash flow increased by ~$89M and free cash flow rose ~$66M; net margin and ROE metrics improved, supporting valuation and shareholder returns potential. Brink’s Delivers Strong First-Quarter Results with Double-Digit Revenue Growth
• Positive Sentiment: Business momentum in DRS/AMS and organic growth — management highlighted 4.5% organic growth and 15% organic expansion in AMS/DRS lines, which supports medium-term revenue visibility. Brink’s Delivers Strong First-Quarter Results with Double-Digit Revenue Growth
• Neutral Sentiment: Shareholders approved an expanded equity incentive plan — could aid retention and align management, but may raise investor questions about potential dilution depending on future awards. Brink’s Shareholders Approve Expanded Equity Incentive Plan
• Neutral Sentiment: Earnings call and management commentary available — the transcript provides detail on margin drivers, regional trends and the timing of the Atleos acquisition; useful for assessing sustainability of the beat. The Brink’s Company (BCO) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Q2 guidance range is wide and midpoint is slightly below consensus — management set Q2 EPS guidance at $1.85–$2.25 (consensus ~ $2.01), which could temper upside as investors digest the lower-end risk and +/- variance to estimates. The Brink’s beats top-line and bottom-line estimates; gives Q2 outlook

About Brink’s

The Brink’s Company (NYSE: BCO) is a global leader in secure logistics and cash management solutions. The company provides a comprehensive suite of services that span armored transportation, cash-in-transit (CIT), ATM services, smart safe solutions, and valuables storage. Through its network of service centers and armored vehicles, Brink’s ensures the safe and efficient movement of currency, precious metals, and other high-value assets for banks, retailers, mints, and government agencies.

Brink’s armored transport operations are complemented by technology-driven cash management offerings, including deposit automation and secure vaulting.