BCO Brinks Company

Harbor Capital Advisors Inc. significantly reduced its stake in Brink's Company (The) by 71.6% in Q3, selling 19,830 shares and retaining 7,868 shares valued at approximately $919,000. Additionally, insider Michael E. Sweeney sold 1,418 shares, reducing his holdings by nearly 20%. The Brink's board also authorized a $750 million share repurchase plan, indicating a belief in the undervaluation of its stock.

Sound Income Strategies LLC reduced its stake in Brink's Company by 21.4% in the third quarter, while other institutional investors made various adjustments to their holdings. An insider also sold shares, but the company has initiated a stock buyback plan, signaling belief that shares are undervalued. Brink's recently reported mixed quarterly results and provided Q4 2025 guidance.

Michael Sweeney, an insider at Brink's (NYSE:BCO), sold 1,418 shares of the company's stock on December 15th, reducing his holding by nearly 20%. This transaction occurred shortly after Brink's announced a $750 million share buyback program, typically indicating management believes the stock is undervalued. The company's recent Q3 earnings report showed a slight miss on EPS but a 6% year-over-year revenue increase, with positive Q4 2025 guidance.

The Brink's Company (NYSE:BCO) has seen a significant share price rise recently, approaching its yearly peak. While its current P/E ratio is slightly above the industry average, suggesting a reasonable price, analysts forecast a strong 99% earnings growth for the upcoming year, which could lead to higher share value. Investors should consider the company's financial strength and other factors before making an investment decision.

The Brink's Company (NYSE:BCO) has announced a new $750 million share repurchase program, authorized by its Board of Directors on December 10, 2025, and set to expire on December 31, 2027. This new authorization is in addition to a previous $500 million program and reflects the company's strong performance, expected increase in free cash flow, and commitment to shareholder returns. Since 2022, Brink's has retired over seven million shares and returned over $725 million in capital through dividends and share repurchases.

The Brink's Company (BCO) announced a new US$750 million share repurchase program, extending through December 31, 2027, which represents over 15% of its current market value and signals management confidence in its cash generation. This buyback reinforces Brink's free cash flow narrative and could amplify the impact of future growth in its AMS and DRS segments on per-share metrics. While the company projects significant revenue and earnings growth, fair value estimates from the Simply Wall St Community vary widely, highlighting different assumptions about future growth and market conditions.