American Century Companies Inc. Decreases Stake in Brink’s Company (The) $BCO

American Century Companies Inc. cut its stake in shares of Brink’s Company (The) (NYSE:BCO) by 26.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). 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. owned about 2.91% of Brink’s worth $141,173,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of BCO. Norges Bank purchased a new stake in shares of Brink’s in the 2nd quarter valued at $45,512,000. Simcoe Capital Management LLC purchased a new position in Brink’s in the 2nd quarter valued at $43,465,000. Fourth Sail Capital LP acquired a new position in Brink’s during the second quarter worth about $25,135,000. Boston Partners increased its holdings in shares of Brink’s by 80.3% in the second 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 during the last quarter. Finally, First Trust Advisors LP boosted its position in shares of Brink’s by 100.6% during the 2nd quarter. First Trust Advisors LP now owns 405,199 shares of the business services provider’s stock valued at $36,180,000 after acquiring an additional 203,251 shares during the last quarter. Institutional investors and hedge funds own 94.96% of the company’s stock.

Brink’s Stock Down 14.0%

Shares of NYSE:BCO opened at $116.61 on Monday. The firm has a 50 day simple moving average of $124.99 and a 200-day simple moving average of $117.74. The company has a market capitalization of $4.80 billion, a PE ratio of 24.86 and a beta of 1.09. Brink’s Company has a twelve month low of $80.10 and a twelve month high of $136.37. The company has a current ratio of 1.51, a quick ratio of 1.51 and a debt-to-equity ratio of 9.35.

Brink’s (NYSE:BCO) last posted its earnings results on Thursday, February 26th. The business services provider reported $2.54 earnings per share for the quarter, beating the consensus estimate of $2.47 by $0.07. 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 during the quarter, compared to the consensus estimate of $1.35 billion. During the same period in the previous year, the business earned $2.12 EPS. The business’s quarterly revenue was up 9.1% on a year-over-year basis. On average, equities analysts predict that Brink’s Company will post 6.49 EPS for the current fiscal year.

Brink’s declared that its Board of Directors has initiated a share buyback plan on Thursday, December 11th that authorizes the company to repurchase $750.00 million in shares. This repurchase authorization authorizes the business services provider to reacquire up to 15.4% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s leadership believes its stock is undervalued.

Brink’s Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Monday, February 2nd will be given a $0.255 dividend. This represents a $1.02 annualized dividend and a yield of 0.9%. The ex-dividend date is Monday, February 2nd. Brink’s’s payout ratio is 21.75%.

Insider Buying and Selling at Brink’s

In related news, insider Michael E. Sweeney sold 1,418 shares of Brink’s stock in a transaction 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 directly owned 5,755 shares in the company, valued at $687,722.50. This trade represents a 19.77% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.72% of the stock is currently owned by corporate insiders.

More 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

Wall Street Analysts Forecast Growth

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

Brink’s Company 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.