Brady Corporation stock follows EUR 53 million French unit sale

Published on 10/05/2026 at 13:12 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Brady Corporation stock carries a USD 4.0 billion market value after the October 1, 2026 Securimed divestiture. Fiscal 2027 adjusted EPS guidance is USD 6.25-6.75.

BRC, US1046741062, Illustration mit AI erstellt.

Brady Corporation (ISIN US1046741062) sold its French Securimed business for EUR 53 million, giving Brady Corporation stock a fresh portfolio catalyst after the October 1, 2026 announcement. The transaction narrows the company around identification, safety and intelligent productivity solutions while the shares were last at USD 84.78 on the NYSE on October 2, 2026 at 4:00 p.m. ET, up 0.76 percent.

Divestiture sharpens Brady strategy

According to Yahoo Finance on October 1, 2026, Brady sold Securimed SAS to Safe Life International. The French business supplies customized first-aid kits, healthcare products, personal protection equipment and emergency-response products, and had been part of Brady's portfolio since 2010.

The divestiture comes shortly after Brady completed its acquisition of Honeywell's Productivity Solutions and Services business on August 3, 2026. That deal created the Intelligent Productivity Solutions segment, while the legacy operations became Identification Solutions, increasing the importance of integration and portfolio discipline.

Record quarter raises earnings bar

Brady's fiscal 2026 fourth quarter delivered USD 436.9 million in revenue, up 10.0 percent year over year, and adjusted diluted EPS of USD 1.48, up 17.5 percent from USD 1.26. The Globe and Mail reported the figures from the September 3, 2026 earnings call.

The same fiscal-year update put adjusted EPS at USD 5.29, up 15.0 percent, while fiscal 2027 guidance stands at USD 6.25-6.75. The range represents projected adjusted EPS growth of 18.1-27.6 percent, with Intelligent Productivity Solutions expected to contribute USD 0.80 per share of accretion.

Consensus target remains above last price

Wall Street Zen upgraded Brady from Hold to Buy in a report dated October 4, 2026, according to MarketBeat. MarketBeat also lists two analysts at a Buy consensus with a USD 103.00 average target, placing the target 21.5 percent above the USD 84.78 last price.

The counter-factor is execution. The acquired business is expected to add most of its USD 0.80 adjusted-EPS contribution in the second half of fiscal 2027, leaving integration progress and margin delivery central to the earnings case.

Stock stays below yearly high

Brady Corporation stock was last at USD 84.78 on the NYSE on October 2, 2026 at 4:00 p.m. ET, with a market capitalization of USD 4.0 billion and a 52-week range of USD 65.76-99.29. Trading volume was 357,548 shares.