Brink's Company (BCO) Surged on Exceeding Results and Rising Guidance

Ariel Investments, an investment management company, released its “Ariel Small Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities continued their rally in the third quarter. The macro environment was supportive in the quarter despite concerns around tariffs, inflation, and labor market softness. In the quarter, Ariel Small Cap Value Tax-Exempt Composite appreciated +12.80% gross of fees (+12.65% net of fees) against this backdrop, compared to +12.60% and +12.39% returns of the Russell 2000 Value Index and the Russell 2000 Index, respectively. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its third-quarter 2025 investor letter, Ariel Small Cap Value Strategy highlighted stocks such as The Brink’s Company (NYSE:BCO). The Brink’s Company (NYSE:BCO) offers cash and valuables management, digital retail solutions, and automated teller machine (ATM) managed services. The one-month return of The Brink’s Company (NYSE:BCO) was -0.02%, and its shares gained 16.12% of their value over the last 52 weeks. On November 27, 2025, The Brink’s Company (NYSE:BCO) stock closed at $111.72 per share, with a market capitalization of $4.655 billion.

Ariel Small Cap Value Strategy stated the following regarding The Brink’s Company (NYSE:BCO) in its third quarter 2025 investor letter:

"The Brink’s Company (NYSE:BCO), a provider of logistics and cash management services, also jumped after surpassing quarterly earnings expectations and raising guidance. Financial highlights included broad-based organic revenue growth, stronger-than-anticipated profitability, and accelerating free cash flow generation. Additionally, the ATM Managed Services and Digital Retail Solutions segments notably expanded, with management anticipating sustained momentum through 2026. BCO continues to drive organic growth, expand margins, enhance free cash flow conversion, and maximize shareholder value. Strategic investments in technology and ongoing share repurchases further underscore the company’s commitment to long-term growth and capital discipline."

The Brink’s Company (NYSE:BCO) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 32 hedge fund portfolios held The Brink’s Company (NYSE:BCO) at the end of the third quarter, which was 32 in the previous quarter. While we acknowledge the potential of The Brink’s Company (NYSE:BCO) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered The Brink’s Company (NYSE:BCO) and shared SouthernSun Small Cap Strategy's views on the company. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.