Brink's
About: The Brink's Co is a Global provider of secure logistics and security solutions for cash and other valuables. In 2020, the company acquired the U.K.-based G4S that reorganized its operating segments to be North America, Latin America, Europe, and Rest of World. It generates maximum revenue from the North America segment, namely from its core business of cash-in-transit and ATM services. The Latin America and Europe segments trail North America in revenue earnings with the Brinks Global Services line of business that specializes in the secure transportation of high-valued commodities, such as jewelry, precious metals, banknotes, and electronics. Brink's customer base includes financial institutions, retails, government agencies, mints, and other commercial businesses.
Employees: 68,200
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
40% more call options, than puts
Call options by funds: $27.1M | Put options by funds: $19.3M
27% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 37
12% more capital invested
Capital invested by funds: $4.38B [Q2] → $4.91B (+$525M) [Q3]
3% more funds holding
Funds holding: 310 [Q2] → 320 (+10) [Q3]
0.07% less ownership
Funds ownership: 96.28% [Q2] → 96.21% (-0.07%) [Q3]
10% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 115
33% less funds holding in top 10
Funds holding in top 10: 3 [Q2] → 2 (-1) [Q3]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Truist Securities Tobey Sommer 43% 1-year accuracy 22 / 51 met price target | 53%upside $138 | Buy Maintained | 7 Nov 2024 |