On September 19, it was revealed in an SEC filing that Russell Shaller, President & CEO at Brady BRC executed a significant exercise of company stock options.
What Happened: A notable Form 4 filing on Friday with the U.S. Securities and Exchange Commission revealed that Shaller, President & CEO at Brady, exercised stock options for 23,743 shares of BRC, resulting in a transaction value of $1,070,009.
Brady shares are trading down 1.93% at $80.16 at the time of this writing on Friday morning. Since the current price is $80.16, this makes Shaller’s 23,743 shares worth $1,070,009.
Discovering Brady: A Closer Look
Brady Corp provides identification solutions and workplace safety products. The company offers identification and healthcare products that are sold under the Brady brand to maintenance, repair, and operations as well as original equipment manufacturing customers. Products include safety signs and labeling systems, material identification systems, wire identification, patient identification, and people identification. Brady also provides workplace safety and compliance products such as safety and compliance signs, asset tracking labels, and first-aid products. The company is organized and managed on a geographic basis with two reportable segments: Americas & Asia which derives maximum revenue, and Europe & Australia.
Brady: A Financial Overview
Revenue Growth: Brady’s revenue growth over a period of 3 months has been noteworthy. As of 31 July, 2025, the company achieved a revenue growth rate of approximately 15.69%. This indicates a substantial increase in the company’s top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Industrials sector.
Profitability Metrics:
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Gross Margin: With a high gross margin of 50.4%, the company demonstrates effective cost control and strong profitability relative to its peers.
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Earnings per Share (EPS): Brady’s EPS is notably higher than the industry average. The company achieved a positive bottom-line trend with a current EPS of 1.05.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.13.
Evaluating Valuation:
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Price to Earnings (P/E) Ratio: Brady’s current Price to Earnings (P/E) ratio of 20.75 is higher than the industry average, indicating that the stock may be overvalued according to market sentiment.
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Price to Sales (P/S) Ratio: With a higher-than-average P/S ratio of 2.6, Brady’s stock is perceived as being overvalued in the market, particularly in relation to sales performance.
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EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation & Amortization): The company’s EV/EBITDA ratio 13.57 is above the industry average, suggesting that the market values the company more highly for each unit of EBITDA. This could be attributed to factors such as strong growth prospects or superior operational efficiency.
Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.
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Why Pay Attention to Insider Transactions
Insider transactions, although significant, should be considered within the larger context of market analysis and trends.
In the context of legal matters, the term “insider” refers to any officer, director, or beneficial owner holding more than ten percent of a company’s equity securities, as outlined by Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are obligated to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
Pointing towards optimism, a company insider’s new purchase signals their positive anticipation for the stock to rise.
Despite insider sells not always signaling a bearish sentiment, they can be driven by various factors.
Deciphering Transaction Codes in Insider Filings
Taking a closer look at transactions, investors often prioritize those unfolding in the open market, meticulously cataloged in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C denotes the conversion of an option, and transaction code A signifies a grant, award, or other acquisition of securities from the company.
Check Out The Full List Of Brady’s Insider Trades.
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