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BRC Brady

Brady Corporation is an international manufacturer and marketer of complete solutions that identify and protect people, products and places. Brady's products help customers increase safety, security, productivity and performance and include high-performance labels, signs, safety devices, printing systems and software. Founded in 1914, the Company has a diverse customer base in electronics, telecommunications, manufacturing, electrical, construction, medical, aerospace and a variety of other industries. Brady is headquartered in Milwaukee, Wisconsin and as of July 31, 2020, employed approximately 5,400 people in its worldwide businesses. Brady's fiscal 2020 sales were approximately $1.08 billion.

Company profile

Ticker
BRC
Exchange
CEO
J. Michael Nauman
Employees
Incorporated
Location
Fiscal year end
Former names
BRADY W H CO
SEC CIK
IRS number
390178960

BRC stock data

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Calendar

20 May 21
2 Aug 21
31 Jul 22
Quarter (USD)
Apr 21 Jan 21 Oct 20 Jul 20
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Annual (USD)
Jul 20 Jul 19 Jul 18 Jul 17
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Financial data from Brady earnings reports.

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
12 Jul 21 Richardson Bradley C Class A Common Stock Grant Aquire A Yes No 54.59 983 53.66K 60,681
12 Jul 21 Williams Michelle Elizabeth Class A Common Stock Grant Aquire A Yes No 54.59 440 24.02K 11,560
12 Jul 21 Allender Patrick W Class A Common Stock Grant Aquire A Yes No 54.59 481 26.26K 74,854
30 Jun 21 Harris Frank W Class A Common Stock Sell Dispose S No No 55.76 1,000 55.76K 18,251
21 Jun 21 Ann Thornton Class A Common Stock Grant Aquire A No No 0 4,459 0 18,995

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

82.7% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 179 177 +1.1%
Opened positions 28 27 +3.7%
Closed positions 26 29 -10.3%
Increased positions 53 57 -7.0%
Reduced positions 74 73 +1.4%
13F shares
Current Prev Q Change
Total value 2.87B 2.15B +33.5%
Total shares 40.13M 40.74M -1.5%
Total puts 0 0
Total calls 8.8K 8.4K +4.8%
Total put/call ratio
Largest owners
Shares Value Change
BLK Blackrock 7.64M $408.58M +3.7%
Vanguard 5.2M $277.99M +1.9%
STT State Street 4M $213.54M +10.4%
JHG Janus Henderson 3.23M $172.55M -0.1%
JPM JPMorgan Chase & Co. 2.52M $134.54M +7.5%
TROW T. Rowe Price 2.07M $110.76M +31.6%
Renaissance Technologies 1.66M $88.89M -11.8%
Dimensional Fund Advisors 1.43M $76.26M -0.9%
Geode Capital Management 823.45K $44.01M +6.0%
BK Bank Of New York Mellon 698.09K $37.31M -2.9%
Largest transactions
Shares Bought/sold Change
Norges Bank 0 -860.77K EXIT
Vaughan Nelson Investment Management 0 -829.81K EXIT
Van Berkom & Associates 634.12K +634.12K NEW
TROW T. Rowe Price 2.07M +497.4K +31.6%
STT State Street 4M +375.88K +10.4%
Redwood Investments 0 -277.92K EXIT
BLK Blackrock 7.64M +274.62K +3.7%
Renaissance Technologies 1.66M -222.6K -11.8%
Acadian Asset Management 456.41K -184.28K -28.8%
JPM JPMorgan Chase & Co. 2.52M +174.68K +7.5%

Financial report summary

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Risks
  • The COVID-19 pandemic has significantly impacted worldwide economic conditions and could continue to have a material adverse effect on our operations and business.
Management Discussion
  • References in this Form 10-Q to “organic sales” refer to sales calculated in accordance with GAAP, excluding the impact of foreign currency translation. The Company's organic sales disclosures exclude the effects of foreign currency translation as foreign currency translation is subject to volatility that can obscure underlying business trends. Management believes that the non-GAAP financial measure of organic sales is meaningful to investors as it provides them with useful information to aid in identifying underlying sales trends in our businesses and facilitating comparisons of our sales performance with prior periods.
  • Net sales for the three months ended April 30, 2021, increased 11.1% to $295.5 million, compared to $265.9 million in the same period of the prior year. The increase consisted of an organic sales growth of 6.5% and a positive currency impact of 4.6% due to the weakening of the U.S. Dollar against certain other currencies as compared to the same period in the prior year. Organic sales grew 9.8% in the IDS segment and declined 2.2% in the WPS segment during the three months ended April 30, 2021, compared to the same period in the prior year.
  • The most significant impact on organic sales due to the COVID-19 pandemic started in the second half of fiscal 2020 when varied government responses to the pandemic impacted a large demographic of our customers and the overall global economy. The IDS segment realized reduced demand across all major product lines beginning in the third quarter fiscal 2020, while the WPS segment realized essentially flat organic sales in the third quarter in fiscal 2020 primarily due to increased sales of personal protective equipment and other pandemic-related products which offset decreased demand in other core products. For the three months ended April 30, 2021, the COVID-19 pandemic continued to affect sales in the IDS and WPS segments, although to a much lesser extent compared to the same period in the prior year.
Content analysis
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