BR
Broadridge Financial Solutions, Inc. NYSE Listed Mar 22, 2007$137.60
-1.45%
vs $139.63
Mkt Cap $15.9B
52w Low $135.98
1.2% of range
52w High $271.91
50d MA $152.00
200d MA $197.46
P/E (TTM)
19.4x
EV/EBITDA
10.9x
P/B
6.1x
Debt/Equity
1.3x
ROE
34.1%
P/FCF
15.4x
RSI (14)
27.60
ATR (14)
$4.19
Beta
1.01
50d MA
$152.00
200d MA
$197.46
Avg Volume
1.6M
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and distributes regulatory reports, class action, and corporate action/reorganization event information, as well as tax reporting solutions. It also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund trade processing services; data and analytics solutions; solutions for public corporations and mutual funds; SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The company's Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearance and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.
5 Dakota Drive · Lake Success, NY 11042 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 30, 2026 | BMO | 2.63 | 2.72 | +3.4% | 160.75 | -2.9% | -4.2% | +0.8% | -0.9% | -1.1% | +0.5% | — |
| Feb 3, 2026 | BMO | 1.34 | 1.59 | +18.7% | 198.34 | +0.9% | -6.2% | +2.2% | +1.8% | -6.0% | -0.5% | — |
| Nov 4, 2025 | BMO | 1.25 | 1.51 | +20.8% | 221.18 | +2.1% | +0.8% | -1.9% | -0.5% | +1.9% | +0.6% | — |
| Aug 5, 2025 | BMO | 3.50 | 3.55 | +1.4% | 248.46 | +1.0% | +6.8% | +0.6% | -0.2% | -0.2% | -0.9% | — |
| May 1, 2025 | BMO | 2.41 | 2.44 | +1.2% | 242.40 | -2.2% | -5.9% | +2.1% | -0.3% | +0.6% | +1.1% | — |
| Jan 31, 2025 | BMO | 1.32 | 1.56 | +18.2% | 239.12 | -3.4% | -0.4% | +0.2% | +0.8% | -0.2% | -0.0% | — |
| Nov 5, 2024 | BMO | 0.97 | 1.00 | +3.0% | 209.64 | -0.5% | +4.1% | +0.5% | +0.8% | +1.8% | +0.4% | — |
| Aug 6, 2024 | BMO | 3.49 | 3.50 | +0.3% | 208.52 | +1.4% | +4.8% | -3.0% | +1.9% | -0.7% | -1.5% | — |
| May 8, 2024 | BMO | 2.24 | 2.23 | -0.4% | 201.36 | -1.7% | -5.4% | +1.4% | +1.4% | +1.1% | +1.0% | — |
| Feb 1, 2024 | BMO | 0.88 | 0.92 | +4.5% | 204.20 | -0.6% | -1.3% | +0.1% | -1.7% | +0.3% | -0.3% | — |
| Nov 2, 2023 | BMO | 0.94 | 1.09 | +16.0% | 170.53 | +0.6% | +4.9% | -0.9% | +0.1% | -0.2% | +0.6% | — |
| Aug 8, 2023 | BMO | 3.11 | 3.21 | +3.2% | 166.15 | +3.2% | +6.4% | +1.0% | +0.4% | +1.4% | +0.5% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 1 | Needham | Maintains | Buy → Buy | — | $153.98 | $157.74 | +2.4% | +0.8% | -0.9% | -1.1% | +0.5% | +0.0% |
| May 1 | RBC Capital | Maintains | Outperform → Outperform | — | $153.98 | $157.74 | +2.4% | +0.8% | -0.9% | -1.1% | +0.5% | +0.0% |
| Apr 22 | DA Davidson | Maintains | Buy → Buy | — | $161.87 | $162.14 | +0.2% | -0.8% | -2.9% | -0.6% | +0.8% | +1.6% |
| Apr 6 | Needham | Maintains | Buy → Buy | — | $160.93 | $160.58 | -0.2% | +1.0% | -1.6% | +0.7% | -3.8% | -2.4% |
| Feb 10 | DA Davidson | Maintains | Buy → Buy | — | $181.05 | $180.47 | -0.3% | -4.7% | -2.9% | +1.7% | +1.9% | +0.2% |
| Feb 4 | Needham | Maintains | Buy → Buy | — | $185.95 | $189.73 | +2.0% | +2.2% | +1.8% | -6.0% | -0.5% | -4.7% |
| Feb 4 | JP Morgan | Maintains | Neutral → Neutral | — | $185.95 | $189.73 | +2.0% | +2.2% | +1.8% | -6.0% | -0.5% | -4.7% |
| Feb 4 | DA Davidson | Upgrade | Neutral → Buy | — | $185.95 | $189.73 | +2.0% | +2.2% | +1.8% | -6.0% | -0.5% | -4.7% |
| Jan 23 | DA Davidson | Maintains | Neutral → Neutral | — | $209.79 | $207.69 | -1.0% | -1.1% | +0.6% | -1.2% | -0.7% | -4.4% |
| Nov 13 | UBS | Maintains | Neutral → Neutral | — | $223.66 | $222.22 | -0.6% | +0.9% | +0.2% | -0.6% | +0.1% | +0.6% |
| Nov 5 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $222.86 | $221.35 | -0.7% | -1.9% | -0.5% | +1.9% | +0.6% | -0.1% |
| Oct 28 | DA Davidson | Maintains | Neutral → Neutral | — | $231.92 | $230.76 | -0.5% | -0.9% | -4.3% | +0.5% | -0.3% | +0.4% |
| Aug 8 | UBS | Maintains | Neutral → Neutral | — | $266.48 | $267.04 | +0.2% | -0.2% | -0.9% | -0.4% | -0.3% | -0.9% |
| Aug 6 | Needham | Maintains | Buy → Buy | — | $265.33 | $267.02 | +0.6% | +0.6% | -0.2% | -0.2% | -0.9% | -0.4% |
| Aug 6 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $265.33 | $267.02 | +0.6% | +0.6% | -0.2% | -0.2% | -0.9% | -0.4% |
| May 19 | RBC Capital | Maintains | Outperform → Outperform | — | $241.21 | $240.32 | -0.4% | +0.7% | -0.0% | -1.5% | -0.4% | -0.4% |
| Feb 3 | RBC Capital | Maintains | Outperform → Outperform | — | $238.22 | $237.12 | -0.5% | +0.2% | +0.8% | -0.2% | -0.0% | +0.2% |
| Feb 3 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $238.22 | $237.12 | -0.5% | +0.2% | +0.8% | -0.2% | -0.0% | +0.2% |
| Feb 3 | JP Morgan | Maintains | Neutral → Neutral | — | $238.22 | $237.12 | -0.5% | +0.2% | +0.8% | -0.2% | -0.0% | +0.2% |
| Feb 3 | UBS | Maintains | Neutral → Neutral | — | $238.22 | $237.12 | -0.5% | +0.2% | +0.8% | -0.2% | -0.0% | +0.2% |
| Jan 22 | DA Davidson | Maintains | Neutral → Neutral | — | $233.55 | $233.65 | +0.0% | +0.6% | +0.8% | +0.2% | +0.9% | -0.7% |
| Jan 21 | DA Davidson | Maintains | Neutral → Neutral | — | $230.40 | $232.49 | +0.9% | +1.4% | +0.6% | +0.8% | +0.2% | +0.9% |
| Dec 10 | DA Davidson | Maintains | Neutral → Neutral | — | $233.57 | $233.89 | +0.1% | +1.0% | -0.1% | +0.1% | -1.0% | -0.7% |
| Nov 6 | RBC Capital | Maintains | Outperform → Outperform | — | $218.30 | $225.18 | +3.2% | +0.5% | +0.8% | +1.8% | +0.4% | +0.3% |
| Nov 6 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $218.30 | $225.18 | +3.2% | +0.5% | +0.8% | +1.8% | +0.4% | +0.3% |
| Aug 20 | JP Morgan | Maintains | Neutral → Neutral | — | $209.27 | $209.53 | +0.1% | +0.1% | +0.8% | -0.4% | -0.6% | +0.2% |
| Aug 7 | RBC Capital | Maintains | Outperform → Outperform | — | $218.55 | $218.91 | +0.2% | -3.0% | +1.9% | -0.7% | -1.5% | -0.6% |
| Aug 7 | JP Morgan | Maintains | Neutral → Neutral | — | $218.55 | $218.91 | +0.2% | -3.0% | +1.9% | -0.7% | -1.5% | -0.6% |
| Jun 28 | RBC Capital | Maintains | Outperform → Outperform | — | $199.21 | $199.55 | +0.2% | -1.1% | -0.2% | +0.9% | +0.6% | +1.3% |
| Jun 11 | DA Davidson | Maintains | Neutral → Neutral | — | $196.85 | $196.45 | -0.2% | -0.1% | +0.1% | -0.4% | -0.6% | +1.3% |
| Apr 10 | DA Davidson | Maintains | Neutral → Neutral | — | $207.24 | $204.68 | -1.2% | -1.8% | -1.4% | -1.0% | -1.6% | -1.1% |
| Mar 26 | Evercore ISI | Maintains | Outperform → Outperform | — | $202.34 | $202.27 | -0.0% | -0.3% | +1.1% | +0.5% | -0.8% | -0.3% |
| Feb 2 | RBC Capital | Maintains | Outperform → Outperform | — | $201.63 | $201.03 | -0.3% | +0.1% | -1.7% | +0.3% | -0.3% | +0.4% |
| Feb 2 | Raymond James | Maintains | Outperform → Outperform | — | $201.63 | $201.03 | -0.3% | +0.1% | -1.7% | +0.3% | -0.3% | +0.4% |
| Dec 8 | RBC Capital | Maintains | Outperform → Outperform | — | $192.01 | $192.30 | +0.2% | -0.3% | -0.1% | +1.4% | -0.3% | +0.2% |
| Dec 8 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $192.01 | $192.30 | +0.2% | -0.3% | -0.1% | +1.4% | -0.3% | +0.2% |
| Dec 5 | Evercore ISI | Maintains | Outperform → Outperform | — | $195.12 | $195.25 | +0.1% | -0.4% | -1.5% | +0.3% | -0.3% | -0.1% |
| Oct 17 | Wolfe Research | Upgrade | Underperform → Peer Perform | — | $179.60 | $179.89 | +0.2% | +0.8% | -1.9% | -1.0% | -1.5% | -0.3% |
| Sep 28 | RBC Capital | Maintains | Outperform → Outperform | — | $181.22 | $180.95 | -0.1% | -0.1% | -1.1% | -1.2% | -0.7% | +2.1% |
| Aug 22 | JP Morgan | Maintains | Neutral → Neutral | — | $177.93 | $178.07 | +0.1% | -0.1% | +2.6% | +0.0% | +0.6% | +1.3% |
| Aug 9 | DA Davidson | Maintains | Neutral → Neutral | — | $176.86 | $177.18 | +0.2% | +1.0% | +0.4% | +1.4% | +0.5% | -1.1% |
| Aug 9 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $176.86 | $177.18 | +0.2% | +1.0% | +0.4% | +1.4% | +0.5% | -1.1% |
| Aug 9 | RBC Capital | Maintains | Outperform → Outperform | — | $176.86 | $177.18 | +0.2% | +1.0% | +0.4% | +1.4% | +0.5% | -1.1% |
| Aug 9 | Raymond James | Maintains | Outperform → Outperform | — | $176.86 | $177.18 | +0.2% | +1.0% | +0.4% | +1.4% | +0.5% | -1.1% |
| May 4 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $155.08 | $154.70 | -0.2% | -1.3% | -0.1% | -0.2% | -0.0% | +1.5% |
| May 3 | RBC Capital | Maintains | Outperform → Outperform | — | $153.26 | $155.06 | +1.2% | +1.2% | -1.3% | -0.1% | -0.2% | -0.0% |
| Apr 24 | RBC Capital | Maintains | Outperform → Outperform | — | $143.69 | $144.14 | +0.3% | +0.7% | -2.4% | -0.9% | +2.6% | +1.3% |
| Feb 3 | Raymond James | Maintains | Outperform → Outperform | — | $153.29 | $151.99 | -0.8% | +0.2% | -3.0% | +1.1% | -2.6% | -0.7% |
| Dec 14 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $145.20 | $143.80 | -1.0% | -3.0% | -4.2% | -1.2% | -0.1% | +0.2% |
| Nov 3 | Raymond James | Maintains | Outperform → Outperform | — | $137.73 | $136.00 | -1.3% | -2.8% | -0.4% | +1.5% | +0.7% | -2.0% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 4, 2026 | Jarkowski Hope M.Off | Chief Legal Officer | Sell | 1,966 | $155.00 | $305K | 1 | -1.56% | +0.01% |
8-K · 5.02
!!! Very High
Broadridge Financial Solutions, Inc. -- 8-K 5.02: Executive Change
Jun 10
8-K · 5.03
! Medium
PMGC Holdings Inc. -- 8-K 5.03: Amendment to Articles / Bylaws
Jun 8
8-K
McDonald's Corporation -- 8-K Filing
May 22
8-K · 8.01
!! High
Broadridge Financial Solutions, Inc. -- 8-K 8.01: Material Event / Announcement
May 21
8-K · 8.01
!! High
Power REIT -- 8-K 8.01: Material Event / Announcement
Power REIT approved a 1-for-10 reverse stock split effective June 2, 2026, consolidating shares to potentially stabilize the stock price and improve market perception.
May 19
8-K · 8.01
!! High
Broadridge Financial Solutions, Inc. -- 8-K 8.01: Material Event / Announcement
May 15
8-K
Unknown — 8-K Filing
Broadridge (BR) disclosed election results via 8-K filing, suggesting shareholder meeting occurred; investors should monitor voting outcomes for board composition and governance changes affecting company direction.
Mar 18
8-K · 8.01
!! High
Broadridge Financial Solutions Inc -- 8-K 8.01: Material Event / Announcement
Broadridge Financial Solutions declared a dividend payable April 8, 2026 to shareholders of record as of March 16, 2026, signaling continued cash returns to investors.
Mar 6
8-K · 5.03
! Medium
FG Nexus Inc. -- 8-K 5.03: Amendment to Articles / Bylaws
FG Nexus Inc. amended its bylaws to change its fiscal year, which may affect financial reporting schedules and investor timing expectations for quarterly and annual earnings releases.
Feb 13
8-K · 7.01
! Medium
Broadridge Financial Solutions Inc -- 8-K 7.01: Regulation FD Disclosure
Broadridge Financial Solutions disclosed materials on February 6, 2026, through a Regulation FD filing, though specific details require reviewing the attached exhibit for investor implications.
Feb 9
8-K · 5.02
!!! Very High
Broadridge Financial Solutions Inc -- 8-K 5.02: Executive Change
Broadridge Financial Solutions appoints Trish Mosconi as CEO and Brett Keller resigns as director, both effective April 30, 2026, signaling potential strategic shifts for the financial software provider.
Feb 3
8-K
Broadridge Financial Solutions Inc -- 8-K Filing
This 8-K contains forward-looking statements by Broadridge Financial Solutions with standard risk disclaimers, indicating management has made projections subject to uncertainties that could affect actual performance.
Feb 3
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 8,144,362 | $1.8B | Reduced | Dec 2025 |
| 2 | Vanguard Capital Management Llc | 7,592,770 | $1.2B | New | Mar 2026 |
| 3 | Vanguard Portfolio Management Llc | 6,363,754 | $1.0B | New | Mar 2026 |
| 4 | Janus Henderson Group Plc | 2,484,197 | $404M | New | Mar 2026 |
| 5 | Barclays Plc | 2,098,938 | $341M | Added | Mar 2026 |
| 6 | Invesco Ltd. | 2,018,494 | $328M | Added | Mar 2026 |
| 7 | Northern Trust Corp | 1,795,229 | $292M | Added | Mar 2026 |
| 8 | Aqr Capital Management Llc | 1,620,118 | $263M | Added | Mar 2026 |
| 9 | Jpmorgan Chase & Co | 1,514,387 | $248M | Added | Mar 2026 |
| 10 | Wells Fargo & Company/mn | 1,064,602 | $173M | New | Mar 2026 |
| 11 | Amundi | 1,059,021 | $172M | New | Mar 2026 |
| 12 | Mitsubishi Ufj Asset Management Co., Ltd. | 984,588 | $160M | Reduced | Mar 2026 |
| 13 | Millennium Management | 954,197 | $155M | Added | Mar 2026 |
| 14 | Ubs Group Ag | 823,146 | $134M | Added | Mar 2026 |
| 15 | Bank Of New York Mellon Corp | 794,279 | $129M | Reduced | Mar 2026 |
| 16 | Pinebridge Investments Llc | 567,069 | $127M | New | Dec 2025 |
| 17 | Nordea Investment Management Ab | 700,470 | $114M | Added | Mar 2026 |
| 18 | Apg Asset Management N.v. | 775,505 | $109M | Reduced | Mar 2026 |
| 19 | Bank Of America Corp /de/ | 568,358 | $92M | Reduced | Mar 2026 |
| 20 | Confluence Investment Management Llc | 534,393 | $87M | New | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$15.91B
Enterprise Value
$18.47B
P/E (TTM)
19.38x
Forward P/E
14.51x
PEG Ratio
1.62x
P/B
6.07x
P/S
2.36x
P/FCF
15.41x
EV/EBITDA
10.91x
Shares Out
118.3M
Financials (TTM)
Revenue
$6.89B
Net Income
$839.5M
EBITDA
$1.69B
Free Cash Flow
$1.06B
Op Cash Flow
$1.17B
EPS Basic
$7.17
EPS Diluted
$7.10
EPS Forward
$9.49
Gross Margin
31.0%
Op Margin
17.2%
Net Margin
12.2%
Balance Sheet
Total Assets
$8.54B
Total Liab.
$5.89B
Total Equity
$2.66B
Cash
$561.5M
LT Debt
$2.75B
Book Value/Sh
$22.67
Debt/Equity
1.30x
Current Ratio
0.98
Quick Ratio
0.98
Returns & Growth
ROE
34.1%
ROA
11.4%
ROIC
13.1%
Rev Growth YoY
+5.9%
EPS Growth YoY
+20.9%
Price Returns
2W
+7.2%
1M
-0.2%
3M
-17.3%
6M
-32.6%
12M
-36.7%
Technicals
52W High
$271.91
52W Low
$135.98
50d MA
$152.00
200d MA
$197.46
RSI (14)
27.60
ATR (14)
$4.19
Beta
1.01
Avg Volume
1.6M
Dividends
Div Rate
$3.44
Div Yield
2.2%
Frequency
4
Ex-Div Date
Mar 16, 2026
Analyst Price Targets
Consensus
$239.60
High
$257.00
Low
$213.00
Median
$245.00
Data updated apr 24, 2026 10:40pm
· Source: financialmodelingprep.com