Brady Corp (BRC)

• Market cap: $3.22B
• 1 day: -2.17%
• 5 days: -3.18%
• 1 month: -9.40%
• 3 months: -1.29%
• 6 months: -10.11%
• Year to date: -7.55%
• 1 year: 3.39%
• 5 years: 39.69%
• 10 years: 171.62%
• Sector: Industrials
• Industry: Security & Protection Services

About: Brady Corp provides identification solutions and workplace safety products. The company offers identification and healthcare products that are sold under the Brady brand to maintenance, repair, and operations as well as original equipment manufacturing customers. Products include safety signs and labeling systems, material identification systems, wire identification, patient identification, and people identification. Brady also provides workplace safety and compliance products such as safety and compliance signs, asset tracking labels, and first-aid products. The company is organized and managed on a geographic basis with two reportable segments: Americas & Asia which derives maximum revenue, and Europe & Australia.

Employees: 5,660

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

35% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 34

3% more funds holding

Funds holding: 274 [Q4 2024] → 281 (+7) [Q1 2025]

0.16% more ownership

Funds ownership: 80.82% [Q4 2024] → 80.98% (+0.16%) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]

4% less capital invested

Capital invested by funds: $2.64B [Q4 2024] → $2.53B (-$110M) [Q1 2025]

12% less call options, than puts

Call options by funds: $502K | Put options by funds: $572K

30% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 113