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Investing.com - Truist Securities has reiterated its Buy rating and $138.00 price target on Brinks Co. (NYSE:BCO) following investor meetings in Minneapolis this week. According to InvestingPro data, this target represents a 15% upside from current levels, with analyst consensus maintaining a Strong Buy recommendation.
The security and cash management company’s stock has risen 26% since its earnings report, significantly outperforming the S&P 500’s 3% gain during the same period.
Truist highlighted persistent organic growth in Brinks’ results, which has driven consensus estimates higher following currency-driven negative revisions earlier in 2024.
Over the medium term, the research firm anticipates approximately 5% organic growth for Brinks, along with 30-50 basis points of margin expansion, a 50 basis point annual reduction in tax rate, and a 2%-4% annual decrease in share count.
Truist’s price target assumes an 8.2x EV/EBITDA multiple compared to Brinks’ five-year average of 7.4x, with the firm suggesting these growth factors warrant multiple expansion for the security services provider.
In other recent news, Brinks Company reported its second-quarter 2025 earnings, surpassing expectations with an earnings per share (EPS) of $1.79, compared to the forecasted $1.62. The company also exceeded revenue expectations, reporting $1.3 billion against an anticipated $1.24 billion. In another development, Brinks announced the resignation of Daniel J. Castillo, its Executive Vice President and President of North America, effective August 29, 2025. Castillo is leaving to pursue another opportunity, and the company has not yet disclosed his successor or any interim arrangements. These recent developments highlight significant changes and achievements within Brinks. The earnings results suggest strong performance, while the leadership change may impact the company’s North American operations. Investors and analysts are likely to keep a close watch on how these factors influence Brinks’ future trajectory.
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