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BR

Broadridge Financial Solutions Inc

171.01

Aug 14 • 3:59 PM ET -1.23 (-0.71%)

170.90

Aftermarket • 7:28 PM ET -0.11 (-0.06%)

Technology Information Technology Services USA Large NYSE

Peers: JKHY FIS FISV ACN GPN CTSH CDW INFY IBM GIB

| Held by: SCHD VTI VOO MOAT IVV SPY RSP VB VO XLI

Scroll to Statements

Index	S&P 500
Market Cap	19.50B
Enterprise Value	22.61B
Income	1.12B
Sales	7.48B
Book/sh	24.92
Cash/sh	3.54
Dividend Est.	4.30 (2.52%)
Dividend TTM	3.90 (2.28%)
Dividend Ex-Date	Sep 03, 2026
Dividend Gr. 3/5Y	10.38% 11.14%
Payout	40.62%
Employees	16000
IPO	Mar 22, 2007

P/E	17.77
Forward P/E	14.79
PEG	1.52
P/S	2.61
P/B	6.86
P/C	48.29
P/FCF	15.25
EV/EBITDA	12.38
EV/Sales	3.02
Quick Ratio	1.21
Current Ratio	1.24
Debt/Eq	1.24
LT Debt/Eq	1.22
Option/Short	Yes / Yes

EPS (ttm)	9.62
EPS next Y	11.56
EPS next Q	1.37
EPS this Y	9.95%
EPS next Y	9.52%
EPS next 5Y	9.73%
EPS past 3/5Y	21.91% 15.62%
Sales past 3/5Y	7.25% 7.84%
EPS Y/Y TTM	35.29%
Sales Y/Y TTM	8.53%
EPS Q/Q	8.85%
Sales Q/Q	7.48%
Earnings	Aug 04 BMO
EPS/Sales Surpr.	1.66% 2.27%

Insider Own	0.44%
Insider Trans	0.67%
Inst Own	96.81%
Inst Trans	-3.90%
ROA	12.86%
ROE	40.92%
ROIC	17.79%
Gross Margin	31.78%
Oper. Margin	17.63%
Profit Margin	15.04%
SMA20	7.27%
SMA50	13.71%
SMA200	-5.20%
Trades

Shs Outstand	114.00M
Shs Float	113.51M
Short Float	3.47%
Short Ratio	2.74
Short Interest	3.94M
52W High	265.37 -35.56%
52W Low	133.83 27.78%
Volatility	3.36% 3.27%
ATR (14)	5.93
RSI (14)	64.71
Beta	0.91
Rel Volume	0.41
Avg Volume	1.43M
Volume	587,632

Perf Week	2.71%
Perf Month	11.73%
Perf Quarter	19.28%
Perf Half Y	0.32%
Perf YTD	-23.37%
Perf Year	-34.03%
Perf 3Y	-6.46%
Perf 5Y	-1.92%
Perf 10Y	149.72%
Recom	1.83
Target Price	208.00
Prev Close	172.24
Price	171.01
Change %	-0.71%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-04-26	Upgrade	DA Davidson	Neutral → Buy	$228
May-06-25	Initiated	Needham	Buy	$300
Dec-12-24	Resumed	Wolfe Research	Peer Perform
Nov-21-24	Initiated	UBS	Neutral	$250
Oct-17-23	Upgrade	Wolfe Research	Underperform → Peer Perform
Apr-24-23	Initiated	RBC Capital Mkts	Outperform	$169
Dec-14-22	Initiated	Morgan Stanley	Equal-Weight	$160
Aug-13-21	Resumed	JP Morgan	Overweight	$181
Feb-03-21	Upgrade	BTIG Research	Neutral → Buy	$176
Dec-18-20	Initiated	Truist	Buy	$175
Aug-12-20	Downgrade	BTIG Research	Buy → Neutral
Aug-05-20	Downgrade	DA Davidson	Buy → Neutral
Feb-28-20	Upgrade	Raymond James	Mkt Perform → Outperform	$130
Feb-26-20	Initiated	BTIG Research	Buy	$135
Feb-03-20	Upgrade	DA Davidson	Neutral → Buy	$134 → $138
Jul-31-19	Downgrade	Raymond James	Outperform → Mkt Perform
May-08-19	Downgrade	DA Davidson	Buy → Neutral	$128
Mar-13-19	Upgrade	Raymond James	Mkt Perform → Outperform	$118
Feb-08-19	Upgrade	DA Davidson	Neutral → Buy	$116
Aug-29-18	Initiated	SunTrust	Buy	$150

Show Previous Ratings

Aug-10-26 04:15PM	Broadridge's Distributed Ledger Repo Processes $8.0 Trillion in July (PR Newswire)
Aug-05-26 06:30AM	Broadridge and Payward Services Collaborate to Give xStocks Holders a Voice in Corporate Governance (PR Newswire)
Aug-04-26 05:03PM	Broadridge Financial Solutions Inc (BR) (Q4 2026) Earnings Call Highlights: Record Sales and ... (GuruFocus.com) +7.04%
04:46PM	Broadridge Financial Solutions, Inc. Q4 2026 Earnings Call Summary (Moby)
07:54AM	Broadridge quarterly profit climbs on investor communications strength (Reuters)
07:14AM	Loading…
07:14AM	Broadridge Financial: Fiscal Q4 Earnings Snapshot (Associated Press)
07:00AM	Broadridge Reports Fourth Quarter and Fiscal Year 2026 Results (PR Newswire)
Jul-21-26 04:40PM	BetterInvesting Magazine Update on Broadridge Financial Resources Inc. (NYSE:BR) and ResMed Inc. (NYSE:RMD) (PR Newswire)
07:30AM	Broadridge Schedules Webcast and Conference Call to Review Fourth Quarter and Fiscal Year 2026 Results on August 4, 2026 (PR Newswire)
Jul-20-26 06:00AM	Alpaca and Broadridge Announce Governance Solution for Tokenized Securities (PR Newswire)
Jul-16-26 02:00AM	Tokenized Assets a Key Priority for Financial Services Firms, Broadridge Survey Finds (PR Newswire)
Jul-10-26 07:40AM	Raiffeisen upgrades to Broadridges BRx Match reconciliation platform (Retail Banker International)
Jul-09-26 02:00AM	Broadridge Delivers Next-Generation Reconciliation Platform to Raiffeisen Bank International (PR Newswire)
Jul-07-26 12:15PM	Governance Veteran Ken Bertsch Joins Anteris Advisors as Senior Advisor (CorpGov.com)
06:30AM	Broadridge's Distributed Ledger Repo Processes $7.5 Trillion in June (PR Newswire)
08:30AM	Loading…
Jul-02-26 08:30AM	Ondo Finance Launches First-Ever Custodial Tokenized Securities in the U.S., Broadridge Partners to Integrate World Class Governance (PR Newswire)
Jun-23-26 06:30AM	Broadridge Names Mark Nichols Co-President of Digital Assets (PR Newswire)
Jun-18-26 10:00AM	Pacific Life Launches Income Horizon Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class (Business Wire)
07:08AM	Broadridge and Fispoke partner to expand advisor lending tools (Private Banker International)
Jun-17-26 12:05PM	Broadridge: Model Portfolios Projected To Reach $18.6T by 2030 (Wealth Management)
06:30AM	Broadridge Joins Anthropic's Project Glasswing (PR Newswire)
Jun-16-26 07:05AM	LTX Launches Agentic AI in BondGPT, Turning AI Insights into Trading Action (PR Newswire)
Jun-11-26 01:20PM	Digital Asset Raises $355M as Canton Pushes Deeper Into Capital Markets (CryptoProwl)
Jun-09-26 04:54PM	Broadridge Appoints Todd Diganci to its Board of Directors (PR Newswire)
Jun-08-26 06:30AM	Broadridge's Distributed Ledger Repo Achieves 220% Year Over Year Growth; Processes $7.2 Trillion in May (PR Newswire)
May-28-26 11:00AM	Texas Stock Exchange CEO: exchanges can build on Exxons retail model to rein in proxy advisors (Fortune)
07:30AM	Broadridge and Kyndryl Extend Agreement to Bring Leading Edge Resiliency and Enhanced AI Capabilities to Broadridge Infrastructure (PR Newswire)
May-21-26 10:01AM	Broadridge Declares Quarterly Dividend of $0.975 Per Share (PR Newswire)
May-15-26 04:30PM	Broadridge Announces Closing of $500 Million Senior Notes Offering (PR Newswire)
May-14-26 01:00AM	Broadridge Establishes Strategic Glasgow Hub to Strengthen Global BPO Delivery (PR Newswire)
11:27AM	Loading…
May-13-26 11:27AM	Broadridge Deploys Agentic AI Across Wealth, Capital Markets (Wealth Management)
May-12-26 10:22AM	22nd Annual Equities Trading Conference Opens the Market (TMX Newsfile)
07:00AM	Wall Street Puts Blockchain to Work in $13 Trillion Repo Market (Bloomberg)
06:30AM	Broadridge Announces Integrated Infrastructure for Tokenized Securities (PR Newswire)
May-11-26 06:30AM	Broadridge Deploys Agentic AI at Institutional Scale Across Capital Markets and Wealth Operations (PR Newswire)
May-07-26 04:00PM	Broadridge to Participate in Upcoming Investor Events (PR Newswire)
01:00PM	21Shares Lists Canton Network ETF as Retail Signals Catch Up to Institutions (BeInCrypto)
06:00AM	Goldman Sachs, J.P. Morgan, TD Securities, Morgan Stanley, and Bank of America Join LTX in Bid to Unlock Greater Liquidity in Corporate Bonds (PR Newswire)
May-06-26 03:00AM	Bayer AG Successfully Migrates to Broadridge Swift Service Bureau, Strengthening Global Payment Infrastructure (PR Newswire)
May-05-26 06:30AM	Broadridge Extends Proxy Voting and Disclosure Solution to Support All Models of Tokenized Securities (PR Newswire)
May-04-26 05:00PM	Broadridge Announces Pricing of $500,000,000 Senior Notes (PR Newswire)
06:30AM	Broadridge's Distributed Ledger Repo Achieves 268% Year Over Year Growth in April (PR Newswire)
May-01-26 06:30AM	Broadridge Completes Acquisition of CQG, Unlocking Globally Connected, Multi-Asset Trading Solutions (PR Newswire)
Apr-30-26 04:51PM	Broadridge Financial Solutions, Inc. Q3 2026 Earnings Call Summary (Moby)
07:09AM	Broadridge Financial: Fiscal Q3 Earnings Snapshot (Associated Press)
07:00AM	Broadridge Reports Third Quarter Fiscal 2026 Results (PR Newswire)
Apr-28-26 04:28PM	8 Financial Stocks to Buy Ahead of Earnings (Barrons.com)
02:32PM	Ondo Finance Enables Shareholder Voting for Tokenized Stocks (Bankless)
02:00AM	Ondo Finance Brings Shareholder Voting Capabilities to Tokenized Securities with Broadridge (PR Newswire)
Apr-27-26 02:00AM	Broadridge Transforming Financial Literacy in Ireland Through AI-Powered Communication (PR Newswire)
Apr-24-26 02:00AM	The Consumer Duty Compromise: New Broadridge Research Finds Legacy Regulation is Undermining Customer Understanding (PR Newswire)
Apr-22-26 02:00AM	Broadridge Launches Central Risk and Liquidity Optimization Solution to Unify Trade Execution, Liquidity and Risk Management (PR Newswire)
Apr-21-26 02:00AM	HQLAx Announces Strategic Investments from Broadridge and Digital Asset to Support its Next Phase of Growth on Canton (PR Newswire)
01:00AM	Tavira selects Broadridge to Support its Agency Brokerage Platform and Market Connectivity (PR Newswire)
Apr-20-26 09:00PM	Matsui Securities Adopts Broadridge's JASDECPS on SaaS Platform, Transforming Securities Lending Business for Accelerated Growth (PR Newswire)
09:00PM	Broadridge Schedules Webcast and Conference Call to Review Third Quarter Fiscal Year 2026 Results on April 30, 2026 (PR Newswire)
07:00AM	Broadridge Announces Strategic Investment in CENTRL to Enhance Due Diligence and RFP Solutions for Asset Management and Retirement Industry (PR Newswire)
Apr-13-26 09:15PM	Broadridge Brings Crypto and Tokenized Assets Into One Platform for Canadian Wealth Managers (CryptoProwl)
07:00AM	Broadridge Launches Next-Generation Digital Asset Capabilities for Canadian Wealth Management Firms (PR Newswire)
Apr-09-26 03:00AM	Broadridge's Distributed Ledger Repo Achieves 392% Year Over Year Growth; Processes $8 Trillion in March (PR Newswire)
Apr-06-26 03:01PM	Tokenized Stocks Take Next Step With First On-Chain Vote for Galaxy Shareholders (decrypt)
07:00AM	Broadridge Live with On-Chain Governance for Tokenized Equities, Extending Market Infrastructure into Digital Assets (PR Newswire)
Mar-31-26 03:00AM	The Best-Performing Fund Brands in Europe and Globally According to the 2026 Broadridge Fund Brand 50 Report (PR Newswire)
03:00AM	BlackRock Retains Top Spot in the U.S. 2026 Broadridge Fund Brand 50 Report (PR Newswire)
Mar-25-26 12:02AM	Why the $100M AUM Survival Limit May No Longer Matter (The Daily Upside)
Mar-23-26 12:00AM	Upcoming Meeting Dates - March 23, 2026 (TMX Newsfile)
Mar-13-26 08:05PM	Broadridge Financial Solutions Stock: Is BR Underperforming the Technology Sector? (Barchart)
Mar-10-26 09:54AM	Fidelity National Information Services Stock: Is FIS Underperforming the Technology Sector? (Barchart)
Mar-09-26 09:00AM	Broadridge and Crypto.com Connect to Enable Crypto Order Routing for Brokers Globally via NYFIX (PR Newswire)
Mar-06-26 04:00PM	Analyst Report: Broadridge Financial Solutions, Inc. (Morningstar Research)
09:56AM	Broadridge Declares Quarterly Dividend of $0.975 Per Share (PR Newswire)
Mar-05-26 11:33AM	Broadridge Financial Solutions (BR) Makes Major Stride In January, Aims to Enter Next Phase in 2026 (Insider Monkey)
11:30AM	Broadridge Financial (BR) Down 0.7% Since Last Earnings Report: Can It Rebound? (Zacks)
06:30AM	Broadridge Appoints Allen Weinberg as Chief Growth and Strategy Officer (PR Newswire)
Mar-04-26 09:50AM	Why Broadridge Financial Solutions (BR) is a Top Momentum Stock for the Long-Term (Zacks)
09:30AM	Earnings Growth & Price Strength Make Broadridge Financial Solutions (BR) a Stock to Watch (Zacks)
06:30AM	Broadridge Advancing Pass-Through Voting Across the Asset Management Industry and Powering Individual Investor Voice (PR Newswire)
Feb-27-26 09:45AM	Why Broadridge Financial Solutions (BR) is a Top Growth Stock for the Long-Term (Zacks)
Feb-26-26 09:15AM	4 Dividend Stocks Flying Under the Radar That Belong on Your Watchlist Now (24/7 Wall St.)
Feb-25-26 02:00AM	GenAI Delivering Now, Tokenization Is Next: Financial Services Enters Period of Accelerating Transformation, Landmark Broadridge Study Finds (PR Newswire)
Feb-24-26 02:00AM	Broadridge Appoints Frank Troise as President, Global Capital Markets (PR Newswire)
Feb-23-26 12:07PM	Exact Sciences Stockholders Approve Abbott Merger as Executive Pay Proposal Fails at Special Meeting (MarketBeat)
09:00AM	Broadridge to Participate in Upcoming Investor Events (PR Newswire)
Feb-20-26 07:29AM	Are Wall Street Analysts Predicting Broadridge Financial Solutions Stock Will Climb or Sink? (Barchart)
Feb-19-26 11:26AM	Analyst Report: Broadridge Financial Solutions, Inc. (Morningstar Research)
Feb-18-26 11:08AM	Republic Services' Q4 Earnings Surpass Estimates, Revenues Fall Short (Zacks)
Feb-17-26 11:33AM	Analyst Report: Broadridge Financial Solutions, Inc. (Morningstar Research)
Feb-16-26 11:39AM	XRP Gains 2.6% As a Wave of Ripple Partnerships Are Announced (24/7 Wall St.)
Feb-15-26 11:02PM	Varex Imaging Stockholders Reelect Directors, Back Pay Plan and Deloitte at 2026 Virtual AGM (MarketBeat)
12:11PM	Skyworks Solutions Stockholders Approve Share Issuance Proposal at Virtual Special Meeting (MarketBeat)
Feb-13-26 10:29AM	ABM Banks on Multi-Year Strategic Plan ELEVATE Amid Macroeconomic Risk (Zacks)
Feb-12-26 08:45AM	Rollins Stock Declines as Q4 Earnings and Revenues Miss Estimates (Zacks)
03:00AM	Broadridge's Distributed Ledger Repo Platform Achieves 508% Year Over Year Growth in January (PR Newswire)
Feb-11-26 08:00PM	Nissay Asset Management Corporation Becomes First in Japan to Implement Broadridge's Mortgage-Backed Securities Trade Assignment Portal (PR Newswire)
Feb-10-26 11:26AM	Genpact Stock Rises 4.3% Since Q4 Earnings and Revenue Beat (Zacks)
12:32AM	5 Insightful Analyst Questions From Broadridge's Q4 Earnings Call (StockStory)
Feb-09-26 10:06AM	Broadridge Financial Solutions CEO Touts Tokenization, AI and CQG Deal at UBS Conference (MarketBeat)
09:45AM	Here's Why Broadridge Financial Solutions (BR) is a Strong Growth Stock (Zacks)
Feb-06-26 08:06PM	Veeco Instruments Shareholders Approve Axcelis Merger Deal, Exec Pay Plan at Special Meeting (MarketBeat) -6.01%
02:16PM	Broadridge Accelerates Trading Innovation With CQG Acquisition (Benzinga)

Broadridge Financial Solutions, Inc. engages in the provision of investor communications and technology solutions to banks, broker-dealers, mutual funds, and corporate issuers. It operates through Investor Communication Solutions and Global Technology and Operations segments. The Investor Communication Solutions segment offers services for broker-dealer investor communication, customer communication, corporate issuer, advisor solutions, and mutual fund and retirement solutions. The Global Technology and Operations segment includes middle and back-office securities processing solutions, automation services, and business process outsourcing services. The company was founded in 1962 and is headquartered in Lake Success, NY.

CEOMr. Timothy C. Gokey

President & DirectorMr. Christopher J. Perry

Chair EmeritusMr. Richard J. Daly

Corporate VPMs. Ashima Ghei

Corporate VPMs. Hope M. Jarkowski

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ghei Ashima	CFO	Jun 27 '26	Option Exercise	0.00	2,509	0	6,466	Jun 29 04:43 PM
Jarkowski Hope M.	Chief Legal Officer	Jun 04 '26	Sale	155.00	1,966	304,720	1	Jun 05 10:43 AM
HOPE JARKOWSKI	Officer	Jun 04 '26	Proposed Sale	155.00	1,966	304,720		Jun 04 04:17 PM
Jarkowski Hope M.	Chief Legal Officer	Apr 01 '26	Option Exercise	0.00	2,879	0	2,880	Apr 02 04:10 PM
Gokey Timothy C	CEO	Mar 06 '26	Buy	194.49	5,300	1,030,794	142,876	Mar 09 07:40 PM
BOMAR II LLC	Director	Feb 25 '26	Proposed Sale	177.03	486	86,039		Feb 25 04:35 PM
ROBERT N. DUELKS 2007 REVOCABL	Director	Feb 06 '26	Proposed Sale	192.60	253	48,728		Feb 06 04:14 PM
Duelks Robert N	Director	Feb 06 '26	Sale	192.60	253	48,728	20,815	Feb 06 12:33 PM
Carey Thomas P	Corporate VP	Dec 03 '25	Option Exercise	125.87	10,163	1,279,242	16,240	Dec 04 02:02 PM
Carey Thomas P	Corporate VP	Dec 03 '25	Sale	229.26	10,214	2,341,618	6,026	Dec 04 02:02 PM
THOMAS PATRICK CAREY	Officer	Dec 03 '25	Proposed Sale	229.26	10,214	2,341,618		Dec 03 04:23 PM
CHRISTOPHER J PERRY	Officer	Nov 18 '25	Proposed Sale	226.00	3,984	900,384		Nov 18 04:11 PM
PERRY CHRISTOPHER JOHN	President	Nov 18 '25	Sale	226.00	3,984	900,384	44,829	Nov 18 11:09 AM
Gokey Timothy C	CEO	Aug 25 '25	Sale	258.37	5,674	1,466,010	143,285	Aug 26 10:39 AM
Gokey Timothy C	CEO	Aug 18 '25	Sale	260.87	5,675	1,480,428	148,959	Aug 18 04:25 PM

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BR

Broadridge Financial Solutions Inc

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