The Brink's Company

NYSE:BCO 株式レポート

時価総額:US$4.5b

Brink's 配当と自社株買い

配当金 基準チェック /46

Brink'sは配当を支払う会社で、現在の利回りは0.95%ですが、利益によって十分にカバーされています。次の支払い日は 1st June, 2026で、権利落ち日は18th May, 2026 。

主要情報

0.9%

配当利回り

4.8%

バイバック利回り

総株主利回り5.8%
将来の配当利回り0.9%
配当成長8.9%
次回配当支払日01 Jun 26
配当落ち日18 May 26
一株当たり配当金n/a
配当性向24%

最近の配当と自社株買いの更新

Recent updates

ナラティブ更新 Apr 27

BCO: NCR Atleos Deal Will Recast Cash And Digital Service Mix

Narrative Update on Brink's Analyst Price Target The analyst price target for Brink's has been raised to $145, with analysts pointing to strong Q4 revenue and EPS performance, 2026 guidance that is ahead of Street expectations, accelerating 22% organic growth in Digital Retail Solutions and ATM Managed Services, and the planned $6.6b NCR Atleos acquisition with an expected $200m in annual run-rate synergies within three years as key drivers of the change. Analyst Commentary Recent research on Brink's focuses on the upgraded price targets, the planned NCR Atleos acquisition, and the pace of growth in Digital Retail Solutions and ATM Managed Services.
ナラティブ更新 Apr 12

BCO: NCR Atleos Integration Will Reshape Cash And Digital Service Mix

Analysts have lifted their price target on Brink's to $145 from $129, pointing to strong Q4 revenue and EPS, faster 22% organic growth in Digital Retail Solutions and ATM Managed Services, and the planned $6.6b NCR Atleos acquisition with an expected $200m in annual run-rate synergies within three years as key supports for the new valuation. Analyst Commentary Recent research highlights a mix of enthusiasm around Brink's expanded scope with NCR Atleos and some caution about execution and integration.
Seeking Alpha Apr 07

The Brink's Company: Potential To Be A High Earnings Compounder

Summary I reiterate my buy rating on The Brink’s Company, driven by accelerating recurring-revenue growth and a compelling valuation at 11x forward PE. AMS/DRS organic growth has reached 22%, now comprising 28% of revenue, with management guiding for a 30-32% mix and mid-to-high teens growth by 2026. The $6.6B NATL acquisition offers a second growth leg, broadening BCO’s service offering, targeting $200M in synergies, and is expected to be 35% EPS accretive post-close. Execution risk around NATL integration remains, but if successful, BCO could become a >20% earnings compounder with 55% upside even at current multiples. Read the full article on Seeking Alpha
ナラティブ更新 Mar 29

BCO: NCR Atleos Acquisition Will Shape Future Cash And Digital Services

Analysts have lifted Brink's price target by $16 to $145, citing strong Q4 beats, faster growth in Digital Retail Solutions and ATM Managed Services, and the planned $6.6b NCR Atleos acquisition, which is expected to generate $200m in annual run-rate synergies within three years. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price targets on Brink's and NCR Atleos as a sign that the planned US$6.6b acquisition is being factored positively into valuation, with expected US$200m in annual run rate synergies within three years seen as a key support for the combined earnings profile.
ナラティブ更新 Mar 12

BCO: NCR Atleos Deal Will Shape Future Earnings Power

Analysts have lifted their price target on Brink's by $8 to $154, citing stronger-than-expected Q4 results, accelerating growth in Digital Retail Solutions and ATM Managed Services, and the planned $6.6b NCR Atleos acquisition, which has targeted run-rate synergies of $200m within three years. Analyst Commentary Bullish Takeaways Bullish analysts point to stronger than expected Q4 revenue and EPS as support for higher valuation ranges, with one major bank lifting its target on Brink's to US$145.
ナラティブ更新 Feb 26

BCO: Updated Fair Value Framework Will Shape Future Return Potential

Analysts raised their price target on Brink's by $12.50 to $146.00, citing updated fair value analysis and revised assumptions regarding discount rate, revenue growth, profit margin and future P/E, which they believe better reflect the company’s outlook. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher fair value estimate of US$146.00 as support for a stronger long term outlook, suggesting that prior assumptions may have been too conservative.
ナラティブ更新 Feb 10

BCO: Share Repurchases And Execution On Earnings Power Will Shape Future Returns

Narrative Update on Brink's Analysts have lifted their price target on Brink's by $25, reflecting updated views on the company’s risk profile and earnings power. These updates are captured in modest tweaks to the discount rate, long-term growth, margin, and future P/E assumptions.
分析記事 Feb 06

We Ran A Stock Scan For Earnings Growth And Brink's (NYSE:BCO) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
ナラティブ更新 Jan 27

BCO: Share Buybacks And M&A Activity Will Support Future Cash Flows

Analysts have maintained their fair value estimate for Brink's at US$133.50, with only small tweaks to inputs like the discount rate and future P/E. This suggests their price target rests on broadly unchanged assumptions about growth and profitability.
分析記事 Jan 13

Should You Investigate The Brink's Company (NYSE:BCO) At US$124?

While The Brink's Company ( NYSE:BCO ) might not have the largest market cap around , it saw a double-digit share price...
ナラティブ更新 Jan 12

BCO: Expanded Buybacks And M&A Review Will Support Future Cash Flows

Analysts have reiterated their fair value estimate for Brink's at $133.50, citing only very small tweaks to key inputs such as the discount rate and future P/E assumptions rather than any change in their core view of the company. What's in the News The Brink's Company announced a share repurchase program authorizing buybacks of up to US$750 million through December 31, 2027 (company announcement).
分析記事 Jan 01

The Brink's Company (NYSE:BCO) Shares Could Be 47% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Brink's is US$218 based on 2 Stage Free Cash Flow to Equity Brink's is...
ナラティブ更新 Dec 22

BCO: Expanded Buybacks Will Support Future Cash Flow Compounding

Analysts have modestly raised their price target on Brink's to reflect a slightly lower discount rate and stable long term growth and profitability assumptions, implying fair value of approximately 133.50 dollars per share, which is effectively unchanged from prior estimates. What's in the News The Brink's Company authorized a new share repurchase program of up to 750 million dollars, set to run through December 31, 2027 (company announcement).
ナラティブ更新 Dec 08

BCO: Share Repurchases And Active Deal Pipeline Will Drive Future Upside

Analysts have modestly raised their price target on Brink's by refining the discount rate and forward valuation assumptions, while keeping fair value effectively unchanged at approximately $133.50 per share. What's in the News Completed a major share repurchase program, buying back a total of 3.83 million shares, or about 8.82% of outstanding shares, for $357.05 million since the November 2023 authorization (company filing).
ナラティブ更新 Nov 24

BCO: Share Repurchases And Stable Margins Will Support Future Upside

Analysts have held Brink's fair value estimate steady at $133.50, citing stable expectations for revenue growth and profit margins. They have also made only modest adjustments to the discount rate and projected future price-to-earnings ratio.
ナラティブ更新 Nov 07

BCO: Profit Margins Will Drive Share Upside Amid Updated Revenue Outlook

Analysts have raised their fair value estimate for Brink's from $128.50 to $133.50. This change reflects updated expectations for improved profitability along with modest adjustments in growth and risk projections.
分析記事 Oct 23

The Return Trends At Brink's (NYSE:BCO) Look Promising

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
分析記事 Sep 25

A Look At The Fair Value Of The Brink's Company (NYSE:BCO)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Brink's fair value estimate is US$134 Brink's' US$116 share...
分析記事 Sep 01

The Brink's Company (NYSE:BCO) Stocks Shoot Up 32% But Its P/E Still Looks Reasonable

The The Brink's Company ( NYSE:BCO ) share price has done very well over the last month, posting an excellent gain of...
分析記事 Jul 23

What Is The Brink's Company's (NYSE:BCO) Share Price Doing?

The Brink's Company ( NYSE:BCO ), is not the largest company out there, but it saw a double-digit share price rise of...
分析記事 Jun 19

The Brink's Company's (NYSE:BCO) Earnings Haven't Escaped The Attention Of Investors

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
分析記事 May 02

It Looks Like Shareholders Would Probably Approve The Brink's Company's (NYSE:BCO) CEO Compensation Package

Key Insights Brink's will host its Annual General Meeting on 8th of May Total pay for CEO Mark Eubanks includes...
分析記事 Apr 18

The Brink's Company (NYSE:BCO) Shares Could Be 32% Above Their Intrinsic Value Estimate

Key Insights The projected fair value for Brink's is US$66.21 based on 2 Stage Free Cash Flow to Equity Brink's is...
Seeking Alpha Mar 02

The Brink's Company: Path To High Single Digits Growth Remains Intact

Summary I maintain a buy rating for BCO, driven by robust growth in AMS and DRS segments and no structural growth impediments. 4Q24 results show strong organic revenue growth of 10.7% y/y, with AMS and DRS segments growing 23% y/y and contributing 24% of total revenue. AMS and DRS are key growth drivers, expected to maintain double-digit growth and drive EBITDA margin expansion, supported by FI cost-optimization trends. Read the full article on Seeking Alpha
分析記事 Feb 20

Is The Brink's Company (NYSE:BCO) Potentially Undervalued?

The Brink's Company ( NYSE:BCO ), is not the largest company out there, but it received a lot of attention from a...
分析記事 Jan 12

Getting In Cheap On The Brink's Company (NYSE:BCO) Might Be Difficult

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Seeking Alpha Nov 15

The Brink's Company: Still Attractive, Even After The Easy Money Has Been Made

Summary The Brink's Company has had some mixed results but, on the whole, the company is doing just fine right now. It does have some growth aspects to it, plus shares are trading at really attractive levels on both an absolute basis and relative to similar firms. The reduction in guidance is disappointing to see, but this doesn't ruin the picture in my view, even though it makes the firm less appealing than it previously was. Read the full article on Seeking Alpha
分析記事 Nov 14

Investors Can Find Comfort In Brink's' (NYSE:BCO) Earnings Quality

Shareholders appeared unconcerned with The Brink's Company's ( NYSE:BCO ) lackluster earnings report last week. Our...
分析記事 Nov 09

The Brink's Company Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that The Brink's Company ( NYSE:BCO ) released its third-quarter result to the market...
Seeking Alpha Nov 08

The Brink's Company: Fundamental Growth Story Remains Intact

Summary Fundamentals remain solid with strong adoption of DRS and AMS, driving potential high single-digit growth and positive margin impact. 3Q24 reported revenue growth of 2.5% y/y, but 12.7% y/y on an organic constant currency basis, driven by price increases and stable volumes. Risks include FX headwinds, precious metal price volatility, and a step up in cashless transition. Read the full article on Seeking Alpha
分析記事 Nov 01

Is Brink's (NYSE:BCO) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Oct 01

The Brink's Company's (NYSE:BCO) Price In Tune With Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
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新しいナラティブ Aug 31

Tech-Enabled Solutions And Decisive Financial Management Ignite Long-Term Growth And Shareholder Value

Expansion of tech-enabled solutions like ATM Managed Services and Digital Retail Solutions drives strong demand, enhancing revenue diversification and profitability.
分析記事 Aug 30

Is Now The Time To Put Brink's (NYSE:BCO) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Seeking Alpha Aug 20

The Brink's Company: Robust Performance Outlook Over The Medium Term

Summary I remain bullish due to Brink's larger scale advantage, robust performance, and favorable growth outlook. 2Q24 results show strong revenue growth, margin expansion, and market share gains, especially in DRS and AMS offerings. BCO's solid FCF profile should easily fund its capital return plans. Read the full article on Seeking Alpha
分析記事 Jul 31

Is It Time To Consider Buying The Brink's Company (NYSE:BCO)?

While The Brink's Company ( NYSE:BCO ) might not have the largest market cap around , it led the NYSE gainers with a...
Seeking Alpha Jul 10

The Brink's Company: Growth Is Expected To Remain Healthy For The Foreseeable Future

Summary I am giving a buy rating for The Brink's Company. BCO's leading position in cash and value management services provides a structural cost advantage against competitors. Recent financial performance continues to show positive growth momentum. Read the full article on Seeking Alpha
分析記事 Jun 25

The Brink's Company's (NYSE:BCO) P/E Is On The Mark

With a price-to-earnings (or "P/E") ratio of 37.8x The Brink's Company ( NYSE:BCO ) may be sending very bearish signals...
分析記事 May 25

Here's Why Brink's (NYSE:BCO) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 May 09

Brink's' (NYSE:BCO) Dividend Will Be Increased To $0.2425

The board of The Brink's Company ( NYSE:BCO ) has announced that the dividend on 3rd of June will be increased to...

配当金の支払いについて

今日May 10 2026配当落ち日May 18 2026配当支払日Jun 01 202614 days 配当落ちから次の8 days 、次の配当を受け取るために購入する。

決済の安定と成長

配当データの取得

安定した配当: BCOの1株当たり配当金は過去10年間安定しています。

増加する配当: BCOの配当金は過去10年間にわたって増加しています。


配当利回り対市場

Brink's 配当利回り対市場
BCO 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (BCO)0.9%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Commercial Services)1.3%
アナリスト予想 (BCO) (最長3年)0.9%

注目すべき配当: BCOの配当金 ( 0.95% ) はUS市場の配当金支払者の下位 25% ( 1.41% ) と比べると目立ったものではありません。

高配当: BCOの配当金 ( 0.95% ) はUS市場の配当金支払者の上位 25% ( 4.23% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: BCOは低い 配当性向 ( 23.6% ) であるため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: BCOは 現金配当性向 ( 7.7% ) が低いため、配当金の支払いはキャッシュフローによって完全にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 20:15
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The Brink's Company 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
Samuel EnglandBerenberg
Keen Fai TongGoldman Sachs
Yvonne VaranoJefferies LLC