Brink’s Company (The) $BCO Shares Sold by American Century Companies Inc.

American Century Companies Inc. lessened its position in shares of Brink’s Company (The) (NYSE:BCO) by 26.8% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,208,053 shares of the business services provider’s stock after selling 442,803 shares during the quarter. American Century Companies Inc.’s holdings in Brink’s were worth $141,173,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Norges Bank acquired a new stake in shares of Brink’s during the 2nd quarter worth about $45,512,000. Simcoe Capital Management LLC acquired a new stake in Brink’s during the second quarter worth about $43,465,000. Fourth Sail Capital LP purchased a new stake in Brink’s during the second quarter worth approximately $25,135,000. Boston Partners increased its holdings in Brink’s by 80.3% in the 2nd quarter. Boston Partners now owns 548,366 shares of the business services provider’s stock valued at $48,916,000 after purchasing an additional 244,242 shares in the last quarter. Finally, First Trust Advisors LP boosted its holdings in Brink’s by 100.6% in the 2nd quarter. First Trust Advisors LP now owns 405,199 shares of the business services provider’s stock worth $36,180,000 after acquiring an additional 203,251 shares during the period. 94.96% of the stock is currently owned by hedge funds and other institutional investors.

Brink’s Stock Performance

Shares of BCO stock opened at $116.61 on Monday. Brink’s Company has a 52 week low of $80.10 and a 52 week high of $136.37. The company has a quick ratio of 1.51, a current ratio of 1.51 and a debt-to-equity ratio of 9.35. The business has a 50 day moving average of $124.99 and a two-hundred day moving average of $117.74. The company has a market cap of $4.80 billion, a P/E ratio of 24.86 and a beta of 1.09.

Brink’s (NYSE:BCO) last announced its quarterly earnings results on Thursday, February 26th. The business services provider reported $2.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.47 by $0.07. The company had revenue of $1.38 billion during the quarter, compared to the consensus estimate of $1.35 billion. Brink’s had a net margin of 3.80% and a return on equity of 89.90%. The company’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.12 earnings per share. As a group, analysts anticipate that Brink’s Company will post 6.49 EPS for the current year.

Brink’s Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Monday, February 2nd will be issued a dividend of $0.255 per share. This represents a $1.02 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Monday, February 2nd. Brink’s’s payout ratio is presently 21.75%.

Brink’s announced that its Board of Directors has approved a stock buyback plan on Thursday, December 11th that permits the company to repurchase $750.00 million in shares. This repurchase authorization permits the business services provider to reacquire up to 15.4% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s board believes its shares are undervalued.

Wall Street Analysts Forecast Growth

Separately, Truist Financial boosted their price target on Brink’s from $138.00 to $163.00 and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Two research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, Brink’s presently has an average rating of “Moderate Buy” and an average target price of $163.00.

Insider Buying and Selling

In other Brink’s news, insider Michael E. Sweeney sold 1,418 shares of Brink’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $119.50, for a total value of $169,451.00. Following the transaction, the insider owned 5,755 shares in the company, valued at approximately $687,722.50. The trade was a 19.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 0.72% of the stock is currently owned by corporate insiders.

Key Brink’s News

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

• Positive Sentiment: Q4 results beat revenue and EPS estimates, with revenue up ~9% year‑over‑year and EPS beating consensus. Management highlighted strong organic growth and record cash generation. Earnings Release
• Positive Sentiment: Strong cash flow and balance-sheet progress: record 2025 cash from operations and reduced net leverage (reported ~2.7x adjusted EBITDA), which supports M&A flexibility. Results Release
• Neutral Sentiment: The proposed acquisition of NCR Atleos (≈$6.6B, cash + stock) is being pitched as a strategic move to create a larger financial-technology infrastructure company; the deal could be transformational but adds integration and execution risk. Acquisition Release
• Neutral Sentiment: Market and analyst attention is rising around valuation and M&A rationale; third‑party coverage is dissecting the deal and its impact on forward multiples and strategy. Valuation Piece
• Negative Sentiment: Several shareholder‑rights law firms have launched investigations into the merger terms and whether Brink’s is securing a fair price for shareholders, increasing legal and deal risk/uncertainty. M&A Investigation (PR Newswire) Halper Sadeh Inquiry
• Negative Sentiment: Some GAAP metrics disappointed in the quarter (reports note a GAAP EPS miss), and that discrepancy between adjusted and GAAP results can spook investors. GAAP vs. Adjusted Note
• Negative Sentiment: Despite the strategic rationale, the market reaction to the large cash-and-stock deal (and potential near‑term dilution or higher leverage) has pressured the stock; coverage showing significant intraday selling reflects deal- and legal‑risk concerns. Market Reaction

Brink’s Profile

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.