The Brink's Company Authorizes $750 Million Share Repurchase Program

Brink's Company announces a $750 million share repurchase program, representing over 15% of its market capitalization.

Quiver AI Summary

Brink's Company, a leader in cash and valuables management, announced the authorization of a new share repurchase program amounting to $750 million, representing over 15% of its current market capitalization. This decision, made by the Board of Directors on December 10, 2025, aligns with the company's expectations for increased free cash flow as it continues its growth strategy in ATM managed services and digital retail solutions. Brink's President and CEO Mark Eubanks highlighted the company's consistent performance and commitment to returning capital to shareholders, noting that since 2022, they have retired over seven million shares and returned more than $725 million through dividends and share repurchases. The new repurchase program will expire on December 31, 2027, and follows a previous $500 million program set to expire at the end of this year.

Potential Positives

Authorization of a new share repurchase program totaling $750 million, representing over 15% of the company's current market capitalization.
The new repurchase program reflects confidence in expected free cash flow generation and aligns with the company's growth strategy in ATM managed services and digital retail solutions.
Continued commitment to shareholder returns, having retired over seven million shares and returned over $725 million in capital since 2022 through dividends and share repurchases.
The new program adds to an existing $500 million share repurchase program, demonstrating a proactive approach to capital allocation.

Potential Negatives

The announcement of the new share repurchase program may be interpreted as a signal that the company lacks alternative growth opportunities for reinvesting its capital, potentially raising concerns among investors about future revenue growth.
The reliance on share repurchases for returning value to shareholders could distract from addressing underlying business issues or expanding operational capabilities, especially in light of challenges within the industry.
The company's forward-looking statements indicate a reliance on assumptions and expectations that may not materialize, introducing uncertainty regarding future performance and making it difficult for investors to have confidence in long-term projections.

FAQ

What is the new share repurchase program announced by Brink's?

The Brink's Company has authorized a new share repurchase program worth $750 million, representing over 15% of its market capitalization.

Why is Brink's initiating a share repurchase program?

Brink's is initiating the program to align with expected increases in free cash flow and to support its growth strategy in AMS and DRS.

When does the new share repurchase program expire?

The new share repurchase program will expire on December 31, 2027.

How much capital has Brink's returned to shareholders since 2022?

Since 2022, Brink's has returned over $725 million in capital through dividends and share repurchases, retiring over seven million shares.

What does Brink's specialize in?

Brink's specializes in cash and valuables management, digital retail solutions, and ATM managed services for various clients worldwide.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$BCO Insider Trading Activity

$BCO insiders have traded $BCO stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.

Here’s a breakdown of recent trading of $BCO stock by insiders over the last 6 months:

DANIEL J CASTILLO (EVP) has made 0 purchases and 2 sales selling 21,700 shares for an estimated $2,380,558.
MICHAEL E SWEENEY (Controller) has made 0 purchases and 7 sales selling 4,343 shares for an estimated $453,500.
ARTHELBERT LOUIS PARKER sold 540 shares for an estimated $62,100
KEITH R WYCHE sold 475 shares for an estimated $50,421

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$BCO Revenue

$BCO had revenues of $1.3B in Q3 2025. This is an increase of 6.08% from the same period in the prior year.

You can track BCO financials on Quiver Quantitative's BCO stock page.

$BCO Congressional Stock Trading

Members of Congress have traded $BCO stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $BCO stock by members of Congress over the last 6 months:

REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$BCO Hedge Fund Activity

We have seen 158 institutional investors add shares of $BCO stock to their portfolio, and 201 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

AMERICAN CENTURY COMPANIES INC removed 442,803 shares (-26.8%) from their portfolio in Q3 2025, for an estimated $51,745,958
FMR LLC removed 372,007 shares (-7.2%) from their portfolio in Q3 2025, for an estimated $43,472,738
FOURTH SAIL CAPITAL LP removed 281,500 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $32,896,090
WASATCH ADVISORS LP removed 273,750 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $24,443,137
FIERA CAPITAL CORP removed 223,320 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $19,940,242
FIRST TRUST ADVISORS LP added 195,466 shares (+48.2%) to their portfolio in Q3 2025, for an estimated $22,842,156
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 193,114 shares (-9.8%) from their portfolio in Q3 2025, for an estimated $22,567,302

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Full Release

RICHMOND, Va., Dec. 11, 2025 (GLOBE NEWSWIRE) -- The Brink’s Company (NYSE:BCO), a leading global provider of cash and valuables management, digital retail solutions “DRS”, and ATM managed services “AMS”, today announced the authorization of a new share repurchase program.

Mark Eubanks, Brink’s President and CEO said: “Supported by our track-record of consistent performance and our expectations for the coming years, our board has authorized a new share repurchase program representing more than 15% of our current market capitalization. The new upsized authorization aligns with our expected increase in free cash flow generation as we continue to execute our AMS/DRS growth strategy and diligently follow our capital allocation framework. We look forward to continuing the success of our broader shareholder return program that has retired over seven million shares and returned over $725 million in capital through dividends and share repurchases since 2022.”

The new $750 million authorization was approved by the Brink’s Board of Directors on December 10, 2025, and will expire on December 31, 2027. The new authorization is in addition to the previous $500 million program which expires December 31, 2025.

About The Brink’s Company
The Brink’s Company (NYSE:BCO) is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers and other commercial operations. Our network of operations in 51 countries serves customers in more than 100 countries. For more information, please visit our website at www.brinks.com or call 804-289-9709.

Forward-Looking Statements
This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "anticipate," "assume," "estimate," "expect," “target,” "project," "predict," "intend," "plan," "believe," "potential," "may," "should" and similar expressions are based on current expectations and assumptions and are subject to risks, uncertainties and contingencies, many of which are beyond our control and difficult to predict or quantify, and which could cause actual results to differ materially from those that are anticipated. The risks, uncertainties, contingencies and factors that could cause our results to differ materially from those described in this release can be found under "Risk Factors" in Item 1A of our Annual Report on Form 10-K for the period ended December 31, 2024, as well as in subsequent filings with the Securities and Exchange Commission. The forward-looking information included in this release is representative only as of the date of this document and The Brink's Company undertakes no obligation to update, revise or clarify any information contained in this document or forward-looking statements that may be made from time to time on our behalf, whether as a result of new information, future events or otherwise, except as required by law.

Contact:
Investor Relations
804.289.9709