scroll

Brunswick Corp (BC US)

NBN.BC US $43.79

20 MINUTE DELAYED

14 DAYS FREE ACCESS

Join Market Matters and get full access
to all our Opinion + Action

LEARN MORE

BC US $43.79

20 MINUTE DELAYED

TODAY

1.04 %

1 YEAR RETURN

0.00%

VOLUME

1,181,136

DIV YIELD

0.00%

PE RATIO

19.79

52 WEEK RANGE

41.00

87.65

ANALYSIS
OPINION
ACTION

ANALYSIS

Overview

SHARE PRICE ACTIVITY
Last (Price)	43.79
Change	0.45 (1.04)
Bid / Ask	0.00 - 0.00
Volume	1,181,136
Turnover	27,857,724
Open	43.31
Day Range	43.31 - 44.54
VWAP	43.96
Prev Close	43.34
Last Trade

KEY INFORMATION
Sector	Capital Goods
Shares Issued	65,470,548
NTA/Share	0.00
Last Dividend	1.72
Dividend Ex Date	24 FEB 2025
Dividend Pay Date	14 MAR 2025

CURRENT ()
Revenue
EBITDA
Profit
Earnings Per Share (EPS)	0
Dividend Per Share (DPS)	0
Yield %	3.97
Market Cap	0
Price to Earnings Ratio (P/E)	19.7901

TARGET PRICE FORECAST

ESTIMATES ()
Revenue	0.00
EBITDA	0.00
Profit	0.00
Earnings Per Share (EPS)	0.00
Dividend Per Share (DPS)	0.00

BROKER CONSENSUS RECOMMENDATION

BUY

SELL

Target Price

0.00

Lt Growth Rate

0.00

Recommendation ()

0.00

OPINION

02/02/2024 09:10

Brunswick Corp (BC US) $US84.72

The marine/leisure company provided a softer than expected quarterly update overnight, although they increased their share buy-back which helped to support the stock. For the 4Q, they reported adjusted EPS of $1.45 vs consensus of $1.65 on net sales of $1.36bn, a 5% miss at the top line. Looking forward, they guided to 1Q24 net sales of $1.3-1.4bn which is below consensus of $1.64bn while their FY24 guidance was also a touch soft.

31/01/2024 17:46

International Equities Portfolio – Amendments

We are reducing market exposure in the International Equities Portfolio

31/01/2024 09:08

Brunswick Corp (BC US) $US82.27

Brunswick is not a well-known global brand, however, it is the owner of many such as Mercury outboards, Bayliner, Sea Ray and Boston Whaler boats, and more recently, the Freedom Boat club, now with over 600 locations around the globe. They’re the world’s largest marine company and have been in the International Equities Portfolio since April of 2021; unfortunately, they haven’t added to returns, and we’re down ~11% on the position.

13/09/2023 09:13

Brunswick (BC US) US$76.47

The International Equities Portfolio has 5 positions (from a total of 19) that are currently showing a loss, with the world’s largest consumer marine company behind brands such as Mercury, Boston Whaler & Sea Ray, one of those, down by ~17%. Last week JP Morgan wrote a note as they downgraded the stock from Overweight to Neutral

08/02/2023 09:23

Brunswick (BC US) US$88.70

The world’s largest consumer marine company behind brands such as Mercury, Boston Whaler & Sea Ray, released FY22 results during the week and the share price reacted favourably, up 6.78% since last week’s portfolio report.

17/08/2022 09:20

International Equities Portfolio

The MM International Equities Portfolio had a strong week in both absolute and relative terms up by 5.62% while cash sits at 7%. The portfolio is now up 14.86% for the financial year to date, well ahead of the market. For a second straight week, The Trade Desk (TTD US) was the standout performer adding +34.67% after a strong quarterly update while two of our more discretionary focussed stocks in recreational boating company Brunswick (BC US) and...

13/07/2022 09:42

International Equities Portfolio

The MM International Equities Portfolio had a positive week up by +0.54%, although a fall in the AUD was the main positive contributor adding +1.5% to returns. Cash sits at 9%. After enjoying a strong bounce from recent lows, Asian facing technology/e-commerce stocks fell led by Alibaba (BABA US) -7.46% and JD.com (JD US) -5.39% while Mexican restaurant chain Chipotle...

22/06/2022 09:31

International Equities Portfolio

The MM International Equities Portfolio had a solid week up by +1.79% against a backdrop of a weaker market. Cash sits at 9%. Gains were broad based with only 2 stocks in the portfolio trading lower, namely Brunswick (BC US) -3.65% & PayPal (PYPL US) -0.60%.

08/06/2022 09:28

International Equities Portfolio

The MM International Equities Portfolio had a solid week up by 1.13% despite the market being down. Cash sits at 9%. The Chinese facing technology stocks Alibaba (BABA US) +8.08% & JD.com (JD US) +9.47% benefitted from reopening while Brunswick (BC US) was the weakest link down by -3.39%.

01/06/2022 09:57

Brunswick (BC US) US$75.23

Brunswick is the biggest recreational boating company in the world owning brands like Mercury, Bostan Whaler & Bayliner to mention just a few, however, their reach is significant ranging from propulsion to finance & insurance. We bought BC US about a year ago and the stock has declined since with the position sitting on a ~28% paper loss which begs the question, what should MM do? There are two competing factors at play...

ACTION

BC US

UPDATED 02/02/2024 09:30

MM is now neutral BC

Add To Hit List

Read the opinion

BC US

UPDATED 01/02/2024 08:53

MM are selling BC US in the International Equities Portfolio, taking a loss around $US82.00

Add To Hit List

Read the opinion

BC US

UPDATED 31/01/2024 15:47

MM is neutral BC US, likely to cut the position from the portfolio

Add To Hit List

Read the opinion

BC US

UPDATED 13/09/2023 09:33

MM has turned more cautious on BC, awaiting next week’s update

Add To Hit List

Read the opinion

BC US

UPDATED 08/02/2023 09:34

MM remains bullish & long BC US

Add To Hit List

Read the opinion

BC US

UPDATED 01/06/2022 16:45

MM is bullish & patiently long BC

Add To Hit List

Read the opinion

BC US

UPDATED 28/04/2021 17:00

MM is keen to increase our exposure to BC below $US95

Add To Hit List

Read the opinion

BC US

UPDATED 07/04/2021 14:09

MM is buying BC US in the International Equities Portfolio with a 5% weighting around $US97.00

Add To Hit List

Read the opinion

BC US

UPDATED 19/03/2021 09:24

MM Is considering buying Brunswick ~$U90.

Add To Hit List

Business Summary

Brunswick Corporation (BC US) manufactures consumer products serving the outdoor and indoor active recreation markets. The Company's products include sterndrives, outboard, and inboard marine engines, fitness, billiards, and bowling equipment. Brunswick also manufactures pleasure, fishing, and high performance boats.

Relevant suggested news and content from the site

Only available to Members

Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It's free and no payment details are required

For membership options and pricing. Click here

Brunswick Corp (BC US)

NBN.BC US $43.79

14 DAYS FREE ACCESS

BC US $43.79

PERFORMANCE

BROKER CALLS

BROKER CONSENSUS RECOMMENDATION

OPINION

ACTION

Business Summary

Relevant suggested news and content from the site

Video

Podcast

Video

Podcast

Podcast

Podcast

Only available to Members

Really bullish, there's more to go in the reflation rally

Please enter your login details

To reset your password, enter your email address

Enter and confirm your new password

Congratulations your password has been reset

Sorry, but your key is expired.

Sorry, but your key is invalid.

Something go wrong.

Only available to Market Matters members

Smart Phone App