BCO BRINKS CO

NEUTRAL Impact: 3/10 8-K
Horizon days Filed May 4, 2026 Processed 1mo ago SEC 0000078890-26-000034
8-K context-dependent: Items 5.02
Latest settled — T+20d
BCO ▼ -1.28% at T+20d
NEUTRAL call ✗ call lost -1.28% · α vs SPY -6.23% · entry $104.30 → $102.97
Next anchor: T+60d in 6w
Last close $101.94 (close Jun 12) · -2.26% from $104.30 entry
Entry anchored
May 4, 2026
via day open
T+1d
+4.52%
call +4.52% · α +3.13%
$109.01
settled 6w ago
T+5d
+1.37%
call +1.37% · α -0.61%
$105.73
settled 5w ago
T+20d
-1.28%
call -1.28% · α -6.23%
$102.97
settled 13d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Brinks Co. held its 2026 annual meeting on April 28, 2026, where shareholders approved all management proposals including the election of nine directors, ratification of KPMG as auditor, an advisory vote on executive compensation, and the amendment and restatement of the 2024 Equity Incentive Plan adding 3,900,000 shares. The shareholder proposal on employee retention rate reporting was voted down. The filing is routine and does not contain any material financial data.

Actionable Insight

This filing is routine and does not present a trading catalyst. Monitor for future equity grants under the new plan and any resulting dilution. The strong shareholder support suggests no governance concerns.

Key Facts

  • Shareholders approved the Amended and Restated 2024 Equity Incentive Plan, adding 3,900,000 shares to the share reserve (total authorized 4,846,112 shares).
  • All nine director nominees were elected with strong support (votes for ranged from 33.97M to 36.10M).
  • Advisory vote on named executive compensation passed with 35.9M for vs 419K against.
  • KPMG LLP ratified as independent auditor for fiscal 2026 with 38.0M for vs 70.9K against.
  • Shareholder proposal requesting a report on employee retention rates by demographics was voted down (2.6M for vs 33.4M against).

Financial Impact

Equity plan amendment increases authorized shares by 3,900,000, potential dilution of approximately 5-6% based on current shares outstanding (estimated ~70M shares). No immediate financial impact.

dilution

Risk Factors

  • Potential future dilution from equity grants under the plan.
  • No material financial risks identified in this filing.

Market Snapshot

Exchange
NYSE
Sector
Arrangement of Transportation of Freight & Cargo
Analyst Consensus
86% bullish (7 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000078890-26-000034
Document: bco-20260428.htm0000078890-26-000034
Document: 0000078890-26-000034-index-headers.html0000078890-26-000034
Document: 0000078890-26-000034-index.html0000078890-26-000034
Document: 0000078890-26-000034.txt0000078890-26-000034
5 reports for BCO
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for BCO — sortable, filterable
Type Now
Jun 2, 2026
12d ago
8-K
NEUTRAL ★ 3/10
$102.97 $100.88▼ −2.03%▼ −1.31%$101.94 (−1.00%)
May 28, 2026
18d ago
EFFECT
NEUTRAL ★ 4/10
$107.08 $104.02▼ −2.86%▼ −3.10%$101.94 (−4.80%)
May 4, 2026
5w ago
8-K
NEUTRAL ★ 3/10
$104.30 $109.01▲ +4.52%▲ +3.13%$101.94 (−2.26%)
Apr 15, 2026
8w ago
Press Release
BULLISH ★ 6/10
$111.67 $114.38▲ +2.43%▲ +1.21%$101.94 (−8.71%)
Apr 10, 2026
9w ago
8-K
NEUTRAL ★ 3/10
$105.52 $106.84▲ +1.25%▲ +0.28%$101.94 (−3.39%)
Showing 5 of 5

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