SummaryI rank all 69 S&P 500 Dividend Aristocrats by my 9F Quality Scores, segmenting them into undervalued, fairly valued, and overvalued groups. My consensus fair value estimates, blending up to 40 data points per stock, highlight 12 undervalued and 18 fairly valued Aristocrats, with 39 currently overvalued. Investment candidates vary by style: ADP, BRO, and NDSN for growth; NEE for total return; PEP and O for income; CAT and GWW for past performance. Undervalued Aristocrats outperformed overvalued peers by 16.1 percentage points over six months, reinforcing the value of disciplined valuation. NicoElNino/iStock via Getty Images
The S&P 500 Dividend Aristocrats Index contains 69 dividend growth [DG] stocks. Compiled by S&P Dow Jones Indices, the index includes S&P 500 companies that have increased their annual dividends for at least 25 years.
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of ADP, ATO, CTAS, CVX, FAST, GD, LOW, MCD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
A Look at Broadridge Financial Solutions Inc (BR) After 4.4% Gain -- GF Value $249.04 vs Price $186.12
On October 22, 2026, Broadridge Financial Solutions Inc BR shares rose 4.4% to a current price of $186.12, marking a notable increase within a 52-week range of $133.83 to $236.02. This price movement comes amidst a challenging year, with shares down 15.1% year-to-date and 18.3% over the past year.
GF Value™ estimates fair value at $249.04, suggesting the stock is 25.3% undervalued. GF Score™ of 91/100 indicates a strong overall performance. Insider activity shows a net selling of $3.0M over the past 12 months, highlighting caution among insiders. Is BR Overvalued or Undervalued? The current market price of $186.12 is significantly below the GF Value™ estimate of $249.04, indicating that BR shares are undervalued by approximately 25.3%. This undervaluation presents a potential opportunity for investors, especially in light of the stock's strong GF Score™ of 91, which suggests solid fundamentals and growth potential. The GF Valuation label classifies Broadridge as modestly undervalued, indicating that while the stock may be attractively priced, investors should still consider factors such as market conditions and company performance.
GF Value™ is GuruFocus' proprietary estimate of a stock's intrinsic value, derived from a combination of historical trading multiples, past business growth, and future performance expectations. This analysis provides a framework for assessing whether a stock is trading at a fair price relative to its estimated intrinsic value.
How Does BR's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 19.3x 33.5x Forward P/E 17.6x N/A Broadridge’s current P/E ratio of 19.3x is significantly lower than its 5-year median P/E of 33.5x, suggesting that the stock is trading at a discount relative to its historical valuation. This analysis aligns with the GF Value™ assessment of the stock being undervalued, reinforcing the opportunity for investors looking for potential upside.
What Does BR's GF Score™ Tell Us? The GF Score™ is a composite measure that evaluates a company's performance across various fundamental metrics. Broadridge's GF Score™ of 91/100 indicates strong financial health and operational efficiency, with standout performance in profitability and growth.
Metric Rating GF Score™ 91/100 Financial Strength 6/10 Profitability 10/10 Growth 9/10 Valuation 8/10 Momentum 4/10 Broadridge's strongest area is its profitability rank of 10, indicating exceptional ability to generate earnings relative to its peers. However, its financial strength score of 6 suggests that while the company is financially sound, there are areas for improvement compared to its industry counterparts. The growth and valuation ranks further indicate positive potential, but the lower momentum rank may point to recent challenges in stock performance.
What Are Gurus and Insiders Doing with BR? Currently, 9 gurus hold shares of Broadridge, with 6 increasing their positions and 4 reducing them over recent quarters. This mixed activity suggests a cautious optimism among institutional investors regarding the stock's prospects. The presence of multiple gurus adding to their positions may indicate confidence in the company's future performance.
Insider transactions over the past 12 months show a total of $1.0M in purchases against $4.0M in sales, resulting in a net selling of $3.0M. This pattern could suggest that insiders are taking profits or reallocating their investments elsewhere, which may warrant further scrutiny regarding the company's outlook.
What This Means for Investors Broadridge Financial Solutions Inc BR appears to be undervalued according to the GF Value™ assessment, presenting a potential opportunity for investors. However, the net selling by insiders and moderate financial strength highlights the importance of careful consideration before making investment decisions. Overall, the stock's valuation offers an attractive entry point, particularly for those interested in dividend sustainability and long-term growth potential.
For further details on Broadridge Financial Solutions Inc BR, please visit the Broadridge Financial Solutions Inc (BR) stock page, and explore the GF Value™ page or the GuruFocus Stock Screener for additional insights.
Frequently Asked Questions What is BR's GF Score™?
BR's GF Score™ is 91/100, indicating a strong overall performance in key financial metrics compared to its peers.
Is BR overvalued or undervalued?
BR is considered undervalued based on the GF Value™ estimate, which suggests a significant upside potential from its current price.
What is BR's P/E ratio?
BR's P/E ratio is 19.3x, which is 42% below its 5-year median P/E of 33.5x, indicating the stock is trading at a lower valuation compared to its historical averages.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Disclosures
I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
Shareholder Proposal Support Nudges Up as Proposal Volume Falls, Broadridge ProxyPulse™ Report FindsPR Newswire
NEW YORK, Oct. 22, 2026
2026 proxy season sees a sharp decline in environmental and social proposals, a 10-year high in say-on-pay support and expanded opportunities for investor participation
, /PRNewswire/ -- Shareholder support for proposals increased in the 2026 proxy season even as the number of proposals continued to decline, according to the latest ProxyPulse™ report from global Fintech leader Broadridge (NYSE: BR). Average support for shareholder proposals rose to 27.9% from 24.3% in 2025 with increases in both retail and institutional investor segments.
"The number of environmental and social proposals that were voted on declined by 47% between the 2025 and 2026 proxy seasons," said Chuck Callan, Senior Vice President of Regulatory Affairs at Broadridge. "At the same time, shareholder support for proposals on disclosing political spending, at 42% on average, rose to a new high. Backing for directors and say-on-pay remained strong, with say-on-pay support hitting a 10-year high."
Retail Investors Vote More Shares as Participation Options Expand
Retail investors owned 6 billion more shares this season than last and voted 2 billion more of the shares they own. The report also highlights the continued expansion of "voting choice" and digital governance capabilities to expand the options that shareholders have to make their voices heard. More than 900 funds offered pass-through voting in the 12 months ended June 30, 2026, up from approximately 400 a year earlier, with more than 400,000 shareholders enrolled. Companies held a record 2,542 virtual shareholder meetings between July 2025 and June 2026, including more than 200 first-time adopters.
About ProxyPulse™
The 2026 Broadridge ProxyPulse report examines ownership and voting trends across the past five proxy seasons and explores developments shaping corporate governance, including standing voting instructions, voting choice and support for tokenized equities.
ProxyPulse™ is based on Broadridge's processing of shares held in street name at the 1,000+ broker-dealers and custodian banks it services. Accounts are classified as either "retail" or "institutional" based on the delivery channels and voting platforms they utilize. All data is reported in the aggregate. Comparative information covers annual meetings between January 1 and June 30 in each of the past five years.
About Broadridge
Broadridge (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Broadridge's technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries. For more information about us, please visit www.broadridge.com.
Broadridge Contacts:
Investors: [email protected]
Media: [email protected]
View original content to download multimedia:https://www.prnewswire.com/news-releases/shareholder-proposal-support-nudges-up-as-proposal-volume-falls-broadridge-proxypulse-report-finds-302916293.html
2026 proxy season sees a sharp decline in environmental and social proposals, a 10-year high in say-on-pay support and expanded opportunities for investor participation
, /PRNewswire/ -- Shareholder support for proposals increased in the 2026 proxy season even as the number of proposals continued to decline, according to the latest ProxyPulse™ report from global Fintech leader Broadridge (NYSE: BR). Average support for shareholder proposals rose to 27.9% from 24.3% in 2025 with increases in both retail and institutional investor segments.
"The number of environmental and social proposals that were voted on declined by 47% between the 2025 and 2026 proxy seasons," said Chuck Callan, Senior Vice President of Regulatory Affairs at Broadridge. "At the same time, shareholder support for proposals on disclosing political spending, at 42% on average, rose to a new high. Backing for directors and say-on-pay remained strong, with say-on-pay support hitting a 10-year high."
Retail Investors Vote More Shares as Participation Options Expand
Retail investors owned 6 billion more shares this season than last and voted 2 billion more of the shares they own. The report also highlights the continued expansion of "voting choice" and digital governance capabilities to expand the options that shareholders have to make their voices heard. More than 900 funds offered pass-through voting in the 12 months ended June 30, 2026, up from approximately 400 a year earlier, with more than 400,000 shareholders enrolled. Companies held a record 2,542 virtual shareholder meetings between July 2025 and June 2026, including more than 200 first-time adopters.
About ProxyPulse™
The 2026 Broadridge ProxyPulse report examines ownership and voting trends across the past five proxy seasons and explores developments shaping corporate governance, including standing voting instructions, voting choice and support for tokenized equities.
ProxyPulse™ is based on Broadridge's processing of shares held in street name at the 1,000+ broker-dealers and custodian banks it services. Accounts are classified as either "retail" or "institutional" based on the delivery channels and voting platforms they utilize. All data is reported in the aggregate. Comparative information covers annual meetings between January 1 and June 30 in each of the past five years.
About Broadridge
Broadridge (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Broadridge's technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries. For more information about us, please visit www.broadridge.com.
, /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) is scheduled to release its financial results for the first quarter of fiscal year 2027 on Tuesday, November 3, 2026. Broadridge will host a webcast and conference call to discuss those results at 8:30 a.m. ET on November 3, 2026. Tim Gokey, Chief Executive Officer, and Ashima Ghei, Chief Financial Officer, will participate on the call.
To listen to the live event and access the slide presentation, visit Broadridge's Investor Relations website at www.broadridge-ir.com prior to the start of the webcast. To listen to the call, investors may also dial 1-877-328-2502 within the United States and international callers may dial 1-412-317-5419.
A replay of the webcast will be available and can be accessed in the same manner as the live webcast at the Broadridge Investor Relations website. A recording of the call will be available through November 10, 2026 by dialing 1-855-669-9658 within the United States or 1-412-317-0088 for international callers, using passcode 4349092 for either dial-in number.
About Broadridge
Broadridge Financial Solutions (NYSE: BR), is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Broadridge's technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries.
For more information, please visit www.broadridge.com.
Twelve consecutive years on the list reflect Broadridge's enduring role in powering financial services modernization
, /PRNewswire/ -- Broadridge (NYSE: BR), a global Fintech leader, today announced its #3 ranking in the 2026 IDC FinTech Rankings Top 100, its fourth consecutive year in the position and twelfth consecutive year on the list. The recognition highlights Broadridge's sustained position among the technology providers supporting the global financial services industry.
Broadridge Ranks #3 in IDC FinTech Rankings Top 100 for the Fourth Straight year, Helping Financial Institutions Turn Innovation into Impact Financial institutions face a clear imperative: innovate faster while keeping critical operations running. Broadridge helps firms meet both demands, bringing together trusted expertise and transformative technology to simplify complexity, modernize operations and elevate investor experiences.
"Broadridge continues to be on this list at rank 3 because it has consistently executed on the innovation necessary to keep the financial service industry at the forefront of providing modern digital experiences, technologies and platforms across all wealth and asset managers, capital markets and banking," Jerry Silva, program vice president at IDC.
"The real test of innovation is putting it to work at scale, and I want to thank IDC for again recognizing Broadridge's leadership," said Tim Gokey, CEO of Broadridge. "We are committed to helping our clients streamline their operations, adapt to new technologies, and create richer digital experiences. Looking ahead, the pace of change is continuing to accelerate as digital engagement, agentic AI, and tokenization are set to transform client relationships, operations, and trading and Broadridge is stepping up to deliver that change for our clients."
From digitizing corporate governance to simplifying capital markets and modernizing wealth and investment management, Broadridge focuses on the systems and experiences at the heart of financial services. Its technology-driven solutions help banks, broker-dealers, portfolio managers and public companies tackle operational complexity and build for the future.
The 2026 IDC FinTech Rankings assesses leading global financial technology providers based on 2025 calendar-year revenues from financial institutions for hardware, software and services. IDC's evaluation draws on earnings reports, publicly available presentations and corporate filings. Broadridge's sustained top-three position underscores its scale and standing among the providers powering the industry.
View the 2026 IDC FinTech Rankings.
About Broadridge
Broadridge is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Broadridge's technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries.
For more information about us, please visit www.broadridge.com.
Krilogy Financial LLC increased its holdings in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 807.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,456 shares of the business services provider’s stock after acquiring an additional 13,752 shares during the quarter. Krilogy Financial LLC’s holdings in Broadridge Financial Solutions were worth $2,490,000 as of its most recent SEC filing.
Other institutional investors have also made changes to their positions in the company. Financial Planning Hawaii Inc. lifted its holdings in Broadridge Financial Solutions by 28.9% during the 3rd quarter. Financial Planning Hawaii Inc. now owns 3,126 shares of the business services provider’s stock valued at $504,000 after purchasing an additional 700 shares during the last quarter. Sax Wealth Advisors LLC boosted its position in Broadridge Financial Solutions by 547.4% during the third quarter. Sax Wealth Advisors LLC now owns 9,355 shares of the business services provider’s stock worth $1,507,000 after purchasing an additional 7,910 shares during the period. Fragasso Financial Advisors Inc boosted its position in Broadridge Financial Solutions by 14.2% during the third quarter. Fragasso Financial Advisors Inc now owns 1,836 shares of the business services provider’s stock worth $304,000 after purchasing an additional 228 shares during the period. NorthCrest Asset Manangement LLC bought a new position in Broadridge Financial Solutions during the third quarter worth $2,474,000. Finally, Tilia Fiduciary Partners Inc. increased its holdings in shares of Broadridge Financial Solutions by 8.7% in the third quarter. Tilia Fiduciary Partners Inc. now owns 15,089 shares of the business services provider’s stock valued at $2,431,000 after purchasing an additional 1,205 shares during the last quarter. 90.03% of the stock is owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth Several brokerages have recently weighed in on BR. Morgan Stanley increased their price objective on shares of Broadridge Financial Solutions from $169.00 to $176.00 and gave the company an “equal weight” rating in a research report on Thursday, August 6th. Weiss Ratings upgraded shares of Broadridge Financial Solutions from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, October 8th. UBS Group reaffirmed a “neutral” rating and set a $180.00 target price on shares of Broadridge Financial Solutions in a report on Monday, August 17th. Finally, Royal Bank Of Canada lifted their target price on shares of Broadridge Financial Solutions from $225.00 to $226.00 and gave the stock an “outperform” rating in a report on Monday, August 31st. Four analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, Broadridge Financial Solutions currently has a consensus rating of “Moderate Buy” and a consensus target price of $216.00.
Check Out Our Latest Report on BR Insider Buying and Selling In other Broadridge Financial Solutions news, VP Thomas Carey sold 2,501 shares of the stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $159.76, for a total transaction of $399,559.76. Following the transaction, the vice president owned 8,800 shares in the company, valued at $1,405,888. This trade represents a 22.13% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 1.00% of the stock is currently owned by corporate insiders.
Broadridge Financial Solutions Price Performance Broadridge Financial Solutions stock opened at $168.15 on Thursday. Broadridge Financial Solutions, Inc. has a 12 month low of $133.83 and a 12 month high of $236.02. The stock’s 50 day moving average is $169.80 and its 200-day moving average is $157.66. The company has a current ratio of 1.24, a quick ratio of 1.24 and a debt-to-equity ratio of 1.15. The company has a market capitalization of $18.98 billion, a price-to-earnings ratio of 17.48 and a beta of 0.92.
Broadridge Financial Solutions (NYSE:BR – Get Free Report) last announced its earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share for the quarter, topping analysts’ consensus estimates of $3.76 by $0.06. The company had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.17 billion. Broadridge Financial Solutions had a return on equity of 40.25% and a net margin of 15.04%. The firm’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same quarter last year, the company earned $3.55 earnings per share. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. Equities research analysts expect that Broadridge Financial Solutions, Inc. will post 10.54 EPS for the current year.
Broadridge Financial Solutions Increases Dividend The company also recently disclosed a quarterly dividend, which was paid on Monday, October 5th. Shareholders of record on Thursday, September 3rd were issued a $1.09 dividend. The ex-dividend date of this dividend was Thursday, September 3rd. This represents a $4.36 dividend on an annualized basis and a yield of 2.6%. This is a positive change from Broadridge Financial Solutions’s previous quarterly dividend of $0.9750. Broadridge Financial Solutions’s payout ratio is currently 45.32%.
(Free Report)
Broadridge Financial Solutions, Inc is a financial technology and services company that provides communications, technology and data solutions to financial institutions, public companies and other organizations. Its platforms support critical business processes across investor communications, capital markets, wealth management and corporate governance.
The company’s services include proxy and regulatory communications, shareholder and customer communications, securities processing, trading and operations technology, portfolio and wealth management tools, and governance solutions.
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Key Takeaways Broadridge stock gained 14.3% in three months, beating industry growth of 14.2% and the S&P 500's 2.5%.BR's recurring revenues rose 8% to $4.9 billion in fiscal 2026, while its sales backlog reached $470 million.Broadridge targets $25 million in AI savings and 8-12% adjusted EPS growth in fiscal 2027. Broadridge Financial Solutions, Inc. (BR - Free Report) stock has gained 14.3% over the past three months, marginally outpacing the industry’s 14.2% growth and significantly outperforming the Zacks S&P 500 Composite's 2.5% return.
Three-Month Share Price Performance
Image Source: Zacks Investment Research
Let us delve deeper into the factors contributing to the company’s outperformance.
BR’s High Recurring Revenues & Backlog Support ExpansionBroadridge's recurring revenue model, high client retention and expanding sales pipeline provide visibility into future growth. In fiscal 2026, recurring revenues rose 8% in constant currency to $4.9 billion, including 6% organic growth, while client retention remained at 98%. Record fourth-quarter closed sales of $158 million lifted the backlog to $470 million, up $40 million year over year. With its sales pipeline growing more than one-third, management projects fiscal 2027 recurring revenue growth of 6-8% and closed sales of $290-$330 million. Continued backlog conversion and new sales should support sustained organic growth and revenue visibility.
BR’s AI-Led Innovation Drives Efficiency & Earnings Growth Broadridge is leveraging agentic artificial intelligence (AI) to streamline operations, accelerate client onboarding and enhance its product offerings. AI-enabled and next-generation solutions accounted for nearly 40% of fiscal 2026 closed sales, reflecting increasing demand for advanced technology.
Management expects $25 million in AI-driven productivity savings in fiscal 2027, supporting reinvestment and operating leverage. Adjusted operating margin is projected to reach approximately 21%, up from 20.5% in fiscal 2026, while adjusted EPS is expected to rise 8-12%. Continued automation and operational efficiencies should strengthen profitability over time.
BR’s Strong Cash Generation Supports Shareholder ReturnsBroadridge's consistent cash generation supports strategic investments, acquisitions and shareholder returns. In fiscal 2026, operating cash flow reached $1.35 billion, while free cash flow totaled $1.23 billion, representing 110% of adjusted net earnings. The company returned more than $1 billion to shareholders through dividends and net share repurchases. A 12% dividend increase and continued buybacks reinforce its commitment to capital returns. Healthy cash flows and disciplined capital allocation should support long-term shareholder value.
BR’s Zacks Rank & Stocks to ConsiderBroadridge currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
A couple of better-ranked stocks in the broader Computer and Technology sector are Cisco Systems, Inc. (CSCO - Free Report) and CoStar Group, Inc. (CSGP - Free Report) .
Cisco Systems carries a Zacks Rank #2 (Buy) at present. It has a long-term earnings growth expectation of 10.9%.
CSCO beat earnings estimates in each of the trailing four quarters, delivering an earnings surprise of 2.6%, on average.
CoStar Group also holds a Zacks Rank of 2 at present. It has a long-term earnings growth expectation of 36.6%.
CSGP beat earnings estimates in each of the trailing four quarters, with an average earnings surprise of 21.2%.
Sax Wealth Advisors LLC lifted its position in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 547.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,355 shares of the business services provider’s stock after purchasing an additional 7,910 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Broadridge Financial Solutions were worth $1,507,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. Fragasso Financial Advisors Inc grew its position in Broadridge Financial Solutions by 14.2% during the third quarter. Fragasso Financial Advisors Inc now owns 1,836 shares of the business services provider’s stock valued at $304,000 after buying an additional 228 shares during the period. NorthCrest Asset Manangement LLC purchased a new position in Broadridge Financial Solutions in the third quarter valued at $2,474,000. Tilia Fiduciary Partners Inc. increased its holdings in Broadridge Financial Solutions by 8.7% in the third quarter. Tilia Fiduciary Partners Inc. now owns 15,089 shares of the business services provider’s stock valued at $2,431,000 after buying an additional 1,205 shares in the last quarter. Valley Wealth Managers Inc. raised its position in shares of Broadridge Financial Solutions by 230.8% in the third quarter. Valley Wealth Managers Inc. now owns 172 shares of the business services provider’s stock worth $28,000 after acquiring an additional 120 shares during the period. Finally, Atlas Brown Inc. acquired a new position in shares of Broadridge Financial Solutions in the third quarter worth about $219,000. 90.03% of the stock is owned by hedge funds and other institutional investors.
Insider Transactions at Broadridge Financial Solutions In other Broadridge Financial Solutions news, VP Thomas Carey sold 2,501 shares of the stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $159.76, for a total transaction of $399,559.76. Following the transaction, the vice president directly owned 8,800 shares of the company’s stock, valued at $1,405,888. This trade represents a 22.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 1.00% of the stock is currently owned by insiders.
Broadridge Financial Solutions Trading Up 1.2% Shares of BR stock opened at $168.42 on Wednesday. Broadridge Financial Solutions, Inc. has a 1-year low of $133.83 and a 1-year high of $236.02. The company has a market cap of $19.01 billion, a price-to-earnings ratio of 17.51 and a beta of 0.92. The company has a debt-to-equity ratio of 1.15, a current ratio of 1.24 and a quick ratio of 1.24. The stock has a 50 day simple moving average of $169.71 and a 200-day simple moving average of $157.60. Broadridge Financial Solutions (NYSE:BR – Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.76 by $0.06. Broadridge Financial Solutions had a net margin of 15.04% and a return on equity of 40.25%. The firm had revenue of $2.22 billion for the quarter, compared to analysts’ expectations of $2.17 billion. During the same quarter last year, the company earned $3.55 EPS. The firm’s revenue for the quarter was up 7.5% compared to the same quarter last year. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. On average, equities research analysts expect that Broadridge Financial Solutions, Inc. will post 10.54 EPS for the current fiscal year.
Broadridge Financial Solutions Increases Dividend The business also recently disclosed a quarterly dividend, which was paid on Monday, October 5th. Shareholders of record on Thursday, September 3rd were issued a dividend of $1.09 per share. The ex-dividend date of this dividend was Thursday, September 3rd. This is a positive change from Broadridge Financial Solutions’s previous quarterly dividend of $0.9750. This represents a $4.36 annualized dividend and a yield of 2.6%. Broadridge Financial Solutions’s payout ratio is 45.32%.
Analyst Upgrades and Downgrades Several equities research analysts have recently issued reports on BR shares. Morgan Stanley increased their target price on shares of Broadridge Financial Solutions from $169.00 to $176.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 6th. Royal Bank Of Canada raised their target price on Broadridge Financial Solutions from $225.00 to $226.00 and gave the company an “outperform” rating in a research report on Monday, August 31st. Weiss Ratings upgraded Broadridge Financial Solutions from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, October 8th. Finally, UBS Group reaffirmed a “neutral” rating and issued a $180.00 price target on shares of Broadridge Financial Solutions in a report on Monday, August 17th. Four analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Broadridge Financial Solutions presently has a consensus rating of “Moderate Buy” and a consensus target price of $216.00.
Get Our Latest Analysis on BR
Broadridge Financial Solutions Company Profile (Free Report)
Broadridge Financial Solutions, Inc is a financial technology and services company that provides communications, technology and data solutions to financial institutions, public companies and other organizations. Its platforms support critical business processes across investor communications, capital markets, wealth management and corporate governance.
The company’s services include proxy and regulatory communications, shareholder and customer communications, securities processing, trading and operations technology, portfolio and wealth management tools, and governance solutions.
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Apella Capital LLC lifted its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 235.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 5,048 shares of the business services provider’s stock after buying an additional 3,542 shares during the quarter. Apella Capital LLC’s holdings in Broadridge Financial Solutions were worth $813,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also recently modified their holdings of the business. BlackRock Inc. bought a new stake in shares of Broadridge Financial Solutions in the 2nd quarter valued at about $1,473,918,000. Barclays PLC lifted its position in shares of Broadridge Financial Solutions by 1.8% in the 4th quarter. Barclays PLC now owns 2,007,968 shares of the business services provider’s stock worth $448,118,000 after purchasing an additional 35,169 shares during the period. Jupiter Topco LLC bought a new position in shares of Broadridge Financial Solutions during the second quarter valued at approximately $261,852,000. Van ECK Associates Corp boosted its stake in shares of Broadridge Financial Solutions by 11.3% during the second quarter. Van ECK Associates Corp now owns 1,875,684 shares of the business services provider’s stock valued at $256,875,000 after purchasing an additional 190,301 shares in the last quarter. Finally, The Manufacturers Life Insurance Company bought a new position in shares of Broadridge Financial Solutions during the second quarter valued at approximately $197,921,000. 90.03% of the stock is owned by institutional investors.
Insider Buying and Selling at Broadridge Financial Solutions In other news, VP Thomas Carey sold 2,501 shares of the business’s stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $159.76, for a total value of $399,559.76. Following the completion of the transaction, the vice president owned 8,800 shares of the company’s stock, valued at $1,405,888. The trade was a 22.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 1.00% of the stock is currently owned by corporate insiders.
Broadridge Financial Solutions Price Performance Shares of NYSE:BR opened at $165.26 on Friday. The company has a quick ratio of 1.24, a current ratio of 1.24 and a debt-to-equity ratio of 1.15. The company has a market cap of $18.66 billion, a P/E ratio of 17.18 and a beta of 0.92. Broadridge Financial Solutions, Inc. has a 52 week low of $133.83 and a 52 week high of $236.02. The company has a 50-day moving average price of $169.54 and a 200 day moving average price of $157.64. Broadridge Financial Solutions (NYSE:BR – Get Free Report) last issued its earnings results on Tuesday, August 4th. The business services provider reported $3.82 EPS for the quarter, topping the consensus estimate of $3.76 by $0.06. The company had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.17 billion. Broadridge Financial Solutions had a net margin of 15.04% and a return on equity of 40.25%. The business’s revenue was up 7.5% on a year-over-year basis. During the same period in the previous year, the firm earned $3.55 EPS. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. Research analysts predict that Broadridge Financial Solutions, Inc. will post 10.54 earnings per share for the current year.
Broadridge Financial Solutions Increases Dividend The company also recently declared a quarterly dividend, which was paid on Monday, October 5th. Stockholders of record on Thursday, September 3rd were issued a dividend of $1.09 per share. This represents a $4.36 dividend on an annualized basis and a dividend yield of 2.6%. This is a boost from Broadridge Financial Solutions’s previous quarterly dividend of $0.9750. The ex-dividend date was Thursday, September 3rd. Broadridge Financial Solutions’s payout ratio is presently 45.32%.
Wall Street Analyst Weigh In BR has been the topic of several research reports. Morgan Stanley lifted their price objective on shares of Broadridge Financial Solutions from $169.00 to $176.00 and gave the company an “equal weight” rating in a report on Thursday, August 6th. UBS Group restated a “neutral” rating and set a $180.00 target price on shares of Broadridge Financial Solutions in a report on Monday, August 17th. Weiss Ratings upgraded Broadridge Financial Solutions from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday. Finally, Royal Bank Of Canada increased their target price on Broadridge Financial Solutions from $225.00 to $226.00 and gave the company an “outperform” rating in a research report on Monday, August 31st. Four research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Broadridge Financial Solutions presently has an average rating of “Moderate Buy” and an average price target of $216.00.
View Our Latest Stock Analysis on Broadridge Financial Solutions
(Free Report)
Broadridge Financial Solutions, Inc is a financial technology and services company that provides communications, technology and data solutions to financial institutions, public companies and other organizations. Its platforms support critical business processes across investor communications, capital markets, wealth management and corporate governance.
The company’s services include proxy and regulatory communications, shareholder and customer communications, securities processing, trading and operations technology, portfolio and wealth management tools, and governance solutions.
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GAMMA Investing LLC grew its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 160.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 23,400 shares of the business services provider’s stock after purchasing an additional 14,410 shares during the quarter. GAMMA Investing LLC’s holdings in Broadridge Financial Solutions were worth $3,770,000 at the end of the most recent reporting period.
A number of other institutional investors have also recently made changes to their positions in the business. Reflection Asset Management acquired a new stake in Broadridge Financial Solutions during the 4th quarter worth approximately $25,000. Security National Bank of SO Dak purchased a new position in Broadridge Financial Solutions in the 2nd quarter valued at approximately $26,000. Markowski Investments acquired a new position in shares of Broadridge Financial Solutions in the second quarter worth $27,000. Bell Investment Advisors Inc acquired a new position in shares of Broadridge Financial Solutions in the second quarter worth $29,000. Finally, Jones Financial Companies Lllp purchased a new stake in shares of Broadridge Financial Solutions during the second quarter worth $33,000. Institutional investors and hedge funds own 90.03% of the company’s stock.
Broadridge Financial Solutions Trading Up 3.1% BR opened at $165.13 on Friday. Broadridge Financial Solutions, Inc. has a one year low of $133.83 and a one year high of $237.39. The company has a market cap of $18.64 billion, a P/E ratio of 17.17 and a beta of 0.92. The company has a debt-to-equity ratio of 1.15, a quick ratio of 1.24 and a current ratio of 1.24. The business’s 50-day simple moving average is $169.31 and its 200-day simple moving average is $157.59.
Broadridge Financial Solutions (NYSE:BR – Get Free Report) last posted its earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share for the quarter, topping the consensus estimate of $3.76 by $0.06. The firm had revenue of $2.22 billion during the quarter, compared to analysts’ expectations of $2.17 billion. Broadridge Financial Solutions had a return on equity of 40.25% and a net margin of 15.04%.The firm’s revenue was up 7.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.55 earnings per share. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. As a group, equities research analysts expect that Broadridge Financial Solutions, Inc. will post 10.54 EPS for the current fiscal year. Broadridge Financial Solutions Increases Dividend The business also recently disclosed a quarterly dividend, which was paid on Monday, October 5th. Stockholders of record on Thursday, September 3rd were given a dividend of $1.09 per share. The ex-dividend date was Thursday, September 3rd. This represents a $4.36 annualized dividend and a dividend yield of 2.6%. This is a boost from Broadridge Financial Solutions’s previous quarterly dividend of $0.9750. Broadridge Financial Solutions’s payout ratio is presently 45.32%.
Insider Activity In other news, VP Thomas Carey sold 2,501 shares of the company’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $159.76, for a total value of $399,559.76. Following the completion of the transaction, the vice president owned 8,800 shares in the company, valued at approximately $1,405,888. This represents a 22.13% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders own 1.00% of the company’s stock.
Analyst Ratings Changes BR has been the topic of several analyst reports. Royal Bank Of Canada increased their price objective on Broadridge Financial Solutions from $225.00 to $226.00 and gave the company an “outperform” rating in a research note on Monday, August 31st. Morgan Stanley boosted their target price on Broadridge Financial Solutions from $169.00 to $176.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 6th. UBS Group restated a “neutral” rating and set a $180.00 price target on shares of Broadridge Financial Solutions in a report on Monday, August 17th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Broadridge Financial Solutions in a research report on Friday, August 7th. Four analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $216.00.
Get Our Latest Stock Analysis on BR
(Free Report)
Broadridge Financial Solutions, Inc is a financial technology and services company that provides communications, technology and data solutions to financial institutions, public companies and other organizations. Its platforms support critical business processes across investor communications, capital markets, wealth management and corporate governance.
The company’s services include proxy and regulatory communications, shareholder and customer communications, securities processing, trading and operations technology, portfolio and wealth management tools, and governance solutions.
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September 2026 ADV reaches $359 billion as Broadridge builds on DLR's institutional scale with newly launched DLX
, /PRNewswire/ -- Broadridge (NYSE: BR), global Fintech leader, today announced that its Distributed Ledger Repo (DLR) processed an average of $359 billion in daily repo transactions during September, with volumes totaling $7.5 trillion. The daily average increase demonstrates the continued scale of tokenized securities financing activity as Broadridge expands its digital asset infrastructure beyond repo through its recently launched fully integrated, end-to-end tokenization and digital asset infrastructure platform, DLX.
"DLR has demonstrated that tokenized market infrastructure can operate at the scale and consistency required for core institutional activity," said Horacio Barakat, Global Head of Digital Innovation at Broadridge. "That real-world foundation is allowing us to take the next step with DLX, extending the infrastructure and operating experience we've built in repo to a broader range of assets and workflows. This makes it possible for institutions to bring tokenization into more parts of their business through infrastructure that seamlessly connects with how markets already operate."
Building on the proven infrastructure and institutional experience behind DLR, DLX extends Broadridge's capabilities beyond securities financing into a broader, multi-asset platform spanning issuance, trading, settlement, servicing, custody, governance and distribution. Through a modular, multi-chain architecture and common operating layer connecting traditional and on-chain activity, DLX helps financial institutions integrate tokenized assets into existing operating models while reducing operational complexity.
To learn more about DLR, the world's largest institutional platform for settling tokenized real assets, visit Broadridge's DLR.
About Broadridge's Tokenization Solutions
Broadridge enables on-chain proxy voting and governance, digital asset infrastructure including post trade, wallets and custody, and the scaling of digital asset capabilities across multiple asset classes. Broadridge's governance platform serves all models of tokenized securities, including issuer-listed models, synthetic securities issued outside the United States, and third-party tokenized shares within the United States, helping ensure investors receive the same rights and protections regardless of how assets are structured or owned.
DLX is Broadridge's tokenization platform, designed to help financial institutions operate across the lifecycle of tokenized securities. It brings together solutions spanning issuance, trading, financing, settlement and servicing, including its Distributed Ledger Repo (DLR) solution, the world's largest institutional platform for settling tokenized real assets, tokenizing over $359 billion a day. DLR supports repo transactions, intraday repo activity, collateral movements, settlement and servicing needs through established scale, critical market knowledge and technology designed for real-world market operations. As tokenization gains momentum across financial services, Broadridge is abstracting away the complexity and enabling a unified experience across traditional and digital assets.
About Broadridge
Broadridge is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Broadridge's technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries. For more information about us, please visit www.broadridge.com.
, /PRNewswire/ -- Broadridge (NYSE: BR), a global Fintech leader, today announced that it had nominated Srinivas D. Tallapragada for election at its upcoming 2026 Annual Meeting.
Broadridge also announced that Amit Zavery will be stepping down from the Broadridge Board of Directors after the same meeting following more than seven years of service as a Broadridge Director.
Broadridge Nominates Srinivas Tallapragada to its Board of Directors "We are excited to be adding Srinivas to the Board," Eileen Murray, Chairperson of Broadridge's Board said. "He will bring his deep enterprise technology expertise and customer-focused perspective to our Board, providing valuable insights into how technology investment translates into innovation, resilience, and sustainable growth at scale."
"On behalf of the entire Board and management team, I want to thank Amit for his many years of service to Broadridge," said Tim Gokey, Chief Executive Officer and Director of Broadridge. "His experience and perspective have been invaluable to the Board."
Mr. Tallapragada currently serves as Special Advisor to the CEO of Salesforce, Inc. He joined Salesforce in 2012 and held several leadership positions, including President, Chief Engineering and Customer Success Officer from February 2025 to August 2026 and President and Chief Engineering Officer from December 2019 to February 2025. During his 14-year tenure with Salesforce, he led the global teams responsible for engineering, cloud infrastructure, cybersecurity, and professional services, and helped shape the company's technology, product innovation, AI, and customer success strategies. Prior to joining Salesforce, Mr. Tallapragada held senior engineering and product leadership roles at SAP Labs Inc. and Oracle Corporation. He serves on the board of directors of GoDaddy Inc.
About Broadridge
Broadridge is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Broadridge's technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries. For more information about us, please visit www.broadridge.com.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of BR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Collaboration reflects shared intention to support a more efficient, transparent and globally competitive Korean capital market
, /PRNewswire/ -- Broadridge (NYSE: BR), a global Fintech leader, and Korea Securities Depository (KSD) today announced the signing of a memorandum of understanding (MOU) that sets out the parties' mutual intention to collaborate on the modernization and enhancement of Korea's proxy voting infrastructure.
This collaboration is aimed at supporting KSD's broader strategic objective of strengthening the efficiency, transparency and global competitiveness of the Korean capital market, while contributing to Korea's development as a leading capital markets ecosystem.
Under the MOU, Broadridge and KSD intend to work together to support the creation of a market operating model that will:
Digitize and automate the end-to-end proxy voting process for international investors holding Korean equities; Enhance transparency, accuracy and governance standards in line with global best practices; and Strengthen Korea's standing as a modern, trusted and globally aligned capital markets jurisdiction. The collaboration also reflects a shared vision for advancing KSD's long-term market leadership objectives by leveraging Broadridge's deep experience and technology in similar infrastructure initiatives in other jurisdictions, while aligning with the Korean regulatory and market framework.
The scope of the collaboration may be expanded over time to additional proxy-related areas.
"KSD is committed to advancing a more efficient, transparent and globally connected capital market in Korea," said Yunsu Rhee, Chairman & CEO of Korea Securities Depository. "We believe this MOU will contribute to enhancing the global accessibility of Korea's capital market, increasing its appeal to international investors, and strengthening their confidence in the Korean market."
"This MOU marks an important step in our relationship with KSD and our shared interest in advancing the cross-border proxy-voting experience," said Tim Gokey, CEO at Broadridge. "By bringing together Broadridge's global proxy expertise and KSD's market-infrastructure leadership, we see an opportunity to support more efficient, transparent and accessible shareholder participation in Korea's market."
As Korea advances its corporate governance and capital market agenda, Broadridge and KSD may explore opportunities to address the evolving needs of international institutional and retail investors, issuers and market participants. The collaboration reflects the parties' shared interest in Korea's continued development as an accessible, globally connected and governance-focused market.
About Korea Securities Depository
Korea Securities Depository (KSD) is Korea's central securities depository and a key financial market infrastructure institution. Established in 1974, KSD provides core post-trade services, including securities settlement, custody, electronic registration, securities lending, collateral management and fund services, supporting the safe and efficient functioning of Korea's capital markets.
KSD also connects Korea's capital market with global markets. Through its cross-border securities services and cooperation with financial market institutions worldwide, KSD supports international investment in Korean securities and contributes to enhancing the accessibility, efficiency and international connectivity of Korea's capital market.
About Broadridge
Broadridge (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Broadridge's technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries.
For more information about us, please visit www.broadridge.com.
Key Takeaways Broadridge shares rose 20.9% in three months as fiscal 2027 revenues are projected to increase 5.02%. BR is expanding digital asset offerings across wealth management, tokenized markets and G7 repo. BR raised its annual dividend 12% to $4.36 & authorized a new $1.5 billion share repurchase plan. Shares of Broadridge Financial Solutions, Inc. (BR - Free Report) have risen 20.9% over the past three months compared with the industry’s 27.1% growth. The Zacks S&P 500 composite moved 3.5% upward during the said time frame.
Image Source: Zacks Investment Research
BR’s first-quarter fiscal 2027 earnings are expected to be down 9.3% year over year. Earnings for fiscal 2027 and 2028 are projected to rise 9.8% and 10.2% year over year, respectively. Revenues are expected to increase 5.02% in fiscal 2027 and 5.34% in fiscal 2028.
Factors That Bodes Well for BRBroadridge’s expansion of its digital assets platform into the U.S. wealth management market marks a step toward integrating cryptocurrencies and tokenized securities with traditional investments. Supporting both advisor-led and self-directed models, the platform offers wealth managers unified tools for trading, custody, reporting and compliance. Its partnerships with Anchorage Digital and Galaxy Digital further strengthen its digital asset capabilities and reflect the growing role of digital assets in mainstream wealth management.
The company’s launch of DLX expands its digital asset infrastructure to connect tokenized and traditional financial markets. By supporting issuance, trading, settlement, custody, servicing and governance across multiple asset classes, DLX offers institutions a more integrated approach to tokenized markets. Its always-on, multi-chain architecture builds on Broadridge’s Distributed Ledger Repo (“DLR”) experience and supports the growing adoption of tokenization in institutional finance.
BR’s expansion of its DLR solution to include G7 securities marks an important step toward enabling cross-border tokenized repo and collateral transactions. By using atomic settlement to synchronize securities and cash, the platform aims to reduce settlement risk, operational complexity and friction while improving liquidity and collateral mobility. The expansion also demonstrates how tokenized infrastructure is increasingly being applied to institutional financing and global capital markets.
Broadridge’s collaboration with Payward Services to support proxy voting for eligible xStocks holders represents an important development in connecting tokenized equities with traditional shareholder rights. By enabling eligible token holders to access proxy materials and submit voting preferences through a digital process, the partnership brings corporate governance capabilities to blockchain-based investing. The initiative highlights the growing effort to ensure that tokenized securities offer not only digital access and flexibility but also established investor communication, governance and voting functionality.
The company has demonstrated a strong commitment to its shareholders through consistent dividend payments, despite fluctuations in its cash position. BR paid dividends of $331 million, $368.2 million and $402.3 million in fiscal 2023, 2024 and 2025, respectively. This consistency underscores its dedication to creating long-term value for investors. At the end of fiscal 2026, the company paid dividends worth $443.5 million.
In the first quarter of fiscal 2027, the board of directors increased Broadridge’s annual dividend by 12% to $4.36 per share and declared a quarterly dividend of $1.09 per share. The board also authorized a new $1.5 billion share repurchase program, replacing the remaining authorization under the previous plan. These actions underscore Broadridge’s commitment to returning capital to shareholders while maintaining flexibility to support EPS growth through share repurchases.
Key Risks to Watch for BRBR is facing mounting pressure from surging expenses, which is hampering the company’s prospects. The total operating cost increased 7% year over year in 2024, 3.8% year over year in fiscal 2025 and 8.4% year over year in 2026, driven by higher distribution expenses, volume-related expenses, as well as the impact of acquisitions and investments.
Moreover, the company operates in a highly competitive environment, with intense competition from financial technology and business process service providers pressuring pricing, innovation and client retention. Meanwhile, volatility in the macroeconomic environment, including changing interest rates, market conditions and economic uncertainty, could weigh on client spending and transaction activity, potentially hampering Broadridge’s growth prospects and financial performance.
Broadridge currently carries a Zacks Rank #3 (Hold).
Stocks to ConsiderA couple of better-ranked stocks in the Internet - Software industry are Astera Labs, Inc. (ALAB - Free Report) and Paycom Software (PAYC - Free Report) .
Astera Labs sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
It has an encouraging earnings surprise history, having surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 17.07%.
Paycom Software also sports a Zacks Rank of 1 at present. It has an encouraging earnings surprise history, having surpassed the Zacks Consensus Estimate in three of the trailing four quarters, delivering an average surprise of 13.95%.
Senior wealth management executive to lead the next phase of growth, innovation, and transformation for Broadridge's award-winning wealth business
, /PRNewswire/ -- Broadridge (NYSE: BR) today announced that Boaz Lahovitsky has joined the company as President of Wealth Management. Lahovitsky succeeds Mike Alexander, who will remain with the company working on strategic programs and initiatives.
Boaz Lahovitsky Joins Broadridge as President of Wealth Management. "Boaz is an accomplished operating leader with a powerful track record of building and scaling wealth management businesses, advancing digital innovation, and delivering profitable growth," said Tom Carey, Broadridge's Global Head of Product and Technology. "His experience across advice, technology, data, and client engagement makes him exceptionally well positioned to lead our Wealth Management business into its next chapter. Mike is a highly respected leader, and I look forward to partnering with him on the initiatives ahead. He has built an exceptional franchise and will work closely with Boaz to ensure a seamless leadership transition and advance our growth strategy for Wealth Management."
Lahovitsky brings over 20 years of experience building and scaling advisory and platform businesses at leading financial institutions. Most recently, he served as Managing Director of Personal Advisors at J.P. Morgan, where he built the bank's hybrid-advice business for mass-affluent clients by bringing together fiduciary investment advice, advisor platforms, and digital client engagement. His background also includes senior roles at Vanguard, Citi, Genpact, UBS, and Booz Allen Hamilton. At Vanguard, Lahovitsky led the company's high-net-worth Advisors driving significant growth in assets under management. At Genpact and Citi, he led wealth management platform and BPO businesses, after holding strategy, transformation, and M&A roles earlier in his career.
"Broadridge has an exceptional reputation for helping the wealth management industry innovate, operate, and grow more effectively while creating better outcomes for investors," said Lahovitsky. "I am excited to join this talented team and build on the strong foundation Mike and the Wealth leadership organization have established. Together, we have an opportunity to further strengthen our platform, help our clients navigate a rapidly changing market, and drive the next generation of growth in a time of great inflection in our industry through advancements in Artificial Intelligence and Digital Assets."
Broadridge is shaping the next generation of wealth management by empowering wealth management firms to better navigate a constantly changing industry. The Broadridge Wealth Platform, an open-architected ecosystem of solutions, helps clients modernize their tech stacks to drive business growth, increase advisor productivity, improve investor experiences, and digitize and modernize the governance, communications, and operational foundation that support growth and long-term value creation. With over 50 years of partnering with thousands of clients to reinvent wealth technologies, Broadridge has the proven track record to help clients push the boundaries of what's next.
About Broadridge
Broadridge (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries. For more information about us, please visit www.broadridge.com.
For more information about us, please visit www.broadridge.com.
NEW YORK, Sept. 22, 2026 /PRNewswire/ -- SIFMA, BNY, Broadridge, and The Depository Trust & Clearing Corporation (DTCC), in collaboration with The ValueExchange, today released key findings from the "U.S. Treasury Central Clearing Pulse Survey," which draws upon key insights and feedback from 340 experts worldwide.
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Focus List Spotlight: Broadridge Financial Solutions (BR - Free Report) Based in Lake Success, NY, Broadridge Financial Solutions, Inc. is a global financial technology company that offers investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers. The company is a leading producer and distributor of documents widely used in the financial industry, including proxies, annual reports, prospectuses and trade confirmations.
On August 29, 2017, BR was added to the Focus List at $76.91 per share. Shares have increased 126.75% to $174.39 since then, and the company is a #3 (Hold) on the Zacks Rank.
Two analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.07 to $10.54. BR boasts an average earnings surprise of 12.7%.
Earnings for BR are forecasted to see growth of 9.8% for the current fiscal year as well.
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Unified platform enables advisor-led and self-directed access to cryptocurrencies and tokenized assets alongside traditional investments
, /PRNewswire/ -- Broadridge, (NYSE: BR) today announced the expansion of its next-generation digital assets platform for wealth management firms to the U.S. market. The platform provides wealth managers a unified way to offer cryptocurrencies and tokenized securities alongside traditional investments. Building on the platform's availability in Canada, Broadridge enables U.S. broker-dealers, registered investment advisers and wealth managers to incorporate digital assets into their existing wealth offerings through a unified operating model.
Supported by a growing ecosystem of providers, initially Anchorage Digital and Galaxy Digital, the platform supports both cryptocurrencies and tokenized securities issued and serviced through new and established market infrastructure, enabling firms to add new assets and transaction types to systems and workflows they already use.
"Digital assets are moving from the margins to the mainstream investment conversations for U.S. investors, advisors and wealth managers," said Tom Carey, Broadridge's Global Head of Product and Technology. "Our platform helps firms extend the trusted wealth experience they already provide to include digital assets, while managing the operational complexity behind the scenes. By bringing traditional and digital investments together in a single environment, we are helping clients expand investor choice while maintaining the controls, service model and experience their businesses require."
Beginning with Anchorage Digital and Galaxy, the platform's growing ecosystem of custodians, wallet infrastructure providers, liquidity providers, and compliance partners gives firms flexibility as their digital asset strategies, client needs and market connectivity requirements evolve.
"Crypto is no longer a side conversation in wealth management, it's the conversation," said Nathan McCauley, CEO and Co-Founder of Anchorage Digital. "As American's first federally chartered digital asset bank, we're proud to bring institutional-grade custody and settlement to Broadridge's platform, so U.S. wealth managers can offer their clients digital assets with the same trust and rigor as everything else in their portfolios."
"As a global leader in digital assets, Galaxy is pleased to combine its digital asset market infrastructure and capabilities with Broadridge's established wealth management platform as the company expands its next generation digital asset capabilities to US wealth management firms," said Mike Novogratz, founder and CEO of Galaxy.
Broadridge's integrated digital asset capabilities include:
Support for cryptocurrencies and tokenized real-world assets, including equities, funds, and private or alternative investments via DLX, Broadridge's market-leading tokenization and digital assets infrastructure platform Flexible support for both advisor-led and self-directed wealth management models Integration with existing Broadridge or Third-Party books and records systems enabling firms to leverage existing integrations and downstream services such as regulatory reporting, statements, confirms and tax A unified client experience that brings traditional and digital assets together, with integrated disclosure, governance and compliance-support capabilities, including both retail and institutional proxy voting and critical regulatory disclosures Integrated wallets and institutional-grade custody, including omnibus and segregated wallet structures and multi-custodian capabilities Infrastructure designed to support the continuous, always-on nature of digital asset markets and operations For U.S. wealth managers, the opportunity is not simply to add a new investment option, but to integrate digital assets into established client, advisor, operations and supervisory workflows. Broadridge's platform is designed to simplify processing across trading, custody, asset servicing, communications, governance and proxy voting, helping firms deliver a more cohesive experience throughout the investment lifecycle.
About Broadridge's Tokenization Solutions
Broadridge enables on-chain proxy voting and governance, digital asset infrastructure including post trade, wallets and custody, and the scaling of digital asset capabilities across multiple asset classes. Broadridge's governance platform serves all models of tokenized securities, including issuer-listed models, synthetic securities issued outside the United States, and third-party tokenized shares within the United States, helping ensure investors receive the same rights and protections regardless of how assets are structured or owned.
DLX is Broadridge's tokenization platform, designed to help financial institutions operate across the lifecycle of tokenized securities. It brings together solutions spanning issuance, trading, financing, settlement and servicing, including its Distributed Ledger Repo (DLR) solution, the world's largest institutional platform for settling tokenized real assets, tokenizing over $351 billion a day. DLR supports repo transactions, intraday repo activity, collateral movements, settlement and servicing needs through established scale, critical market knowledge and technology designed for real-world market operations. As tokenization gains momentum across financial services, Broadridge is abstracting away the complexity and enabling a unified experience across traditional and digital assets.
About Broadridge
Broadridge (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries.
For more information about us, please visit www.broadridge.com.
Key Takeaways Broadridge's recurring revenues rose 8% in fiscal 2026, backed by 98% retention and a $470M backlog.BR targets 6-8% recurring revenue growth and 8-12% adjusted EPS growth for fiscal 2027.Broadridge generated $1.23B in free cash flow and returned more than $1B through dividends and buybacks. Broadridge Financial Solutions, Inc. (BR - Free Report) stock has gained 16.1% over the past three months compared with the industry’s 17.4% growth and the Zacks S&P 500 Composite's 1.9% return.
Three-Month Share Price Performance
Image Source: Zacks Investment Research
Let us delve deeper into the factors that have contributed to the company’s strong performance.
High Recurring Revenue Visibility & Durable GrowthBroadridge’s recurring revenue model provides high visibility, supported by 98% client retention and a $470 million backlog, representing about 10% of fiscal 2026 recurring revenues. Fiscal 2026 recurring revenues rose 8% on a constant-currency basis to $4.88 billion, including 6% organic growth. The sales pipeline increased more than one-third year over year, while record fourth-quarter closed sales of $158 million and continued position growth support management’s fiscal 2027 guidance for 6-8% recurring revenue growth and 8-12% adjusted EPS growth. The combination of high retention, backlog conversion and a larger pipeline should support steady organic growth over the next several years. This visibility reduces reliance on near-term market conditions and reinforces the durability of Broadridge’s earnings profile.
Margin & Earnings Rise Drive Growth OutlookBR’s operating income increased 10% to $546.2 million in the fourth quarter of fiscal 2026, while operating margin expanded 50 basis points to 24.6%. Adjusted operating income rose 7% to $598 million, while net earnings increased 6% to $398 million and adjusted net earnings rose 5% to $442 million.
Management expects $25 million of artificial intelligence-driven productivity savings in fiscal 2027, which should help fund ongoing investments and support adjusted operating margin expansion to about 21% from 20.5% in fiscal 2026. This points to continued operating leverage and earnings growth as productivity initiatives scale.
Strong Cash Flow Supports Greater Capital ReturnsBroadridge generated $1.35 billion in operating cash flow and $1.23 billion in free cash flow in fiscal 2026, representing 110% conversion of adjusted net earnings. The company returned more than $1 billion to shareholders through dividends and net share repurchases. Strong cash generation supports continued investment and acquisitions while funding shareholder returns, including a 12% dividend increase and ongoing buybacks.
BR’s Zacks Rank & Stocks to ConsiderBroadridge currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
A couple of better-ranked stocks in the broader Computer and Technology sector are Analog Devices, Inc. (ADI - Free Report) and Applied Materials, Inc. (AMAT - Free Report) .
Analog Devices carries a Zacks Rank #2 (Buy) at present. It has a long-term earnings growth expectation of 25%.
ADI delivered a trailing four-quarter earnings surprise of 4.8%, on average.
Applied Materials also holds a Zacks Rank of 2 at present. It has a long-term earnings growth expectation of 28.1%.
AMAT beat earnings estimates in each of the trailing four quarters, with an average earnings surprise of 5.5%.
Baird Financial Group Inc. decreased its holdings in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 8.6% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 302,218 shares of the business services provider’s stock after selling 28,342 shares during the quarter. Baird Financial Group Inc. owned about 0.27% of Broadridge Financial Solutions worth $41,389,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also made changes to their positions in the company. California State Teachers Retirement System lifted its holdings in shares of Broadridge Financial Solutions by 13,091.8% during the 2nd quarter. California State Teachers Retirement System now owns 26,629,243 shares of the business services provider’s stock worth $3,646,875,000 after acquiring an additional 26,427,381 shares during the period. BlackRock Inc. acquired a new stake in shares of Broadridge Financial Solutions in the second quarter worth approximately $1,473,918,000. Jupiter Topco LLC purchased a new stake in Broadridge Financial Solutions in the second quarter valued at approximately $261,852,000. Norges Bank purchased a new stake in Broadridge Financial Solutions in the fourth quarter valued at approximately $346,304,000. Finally, The Manufacturers Life Insurance Company acquired a new position in Broadridge Financial Solutions during the second quarter worth approximately $197,921,000. Hedge funds and other institutional investors own 90.03% of the company’s stock.
Broadridge Financial Solutions Stock Down 0.4% Shares of NYSE:BR opened at $167.96 on Thursday. The company has a debt-to-equity ratio of 1.15, a quick ratio of 1.24 and a current ratio of 1.24. Broadridge Financial Solutions, Inc. has a 1 year low of $133.83 and a 1 year high of $255.74. The stock has a market capitalization of $19.15 billion, a P/E ratio of 17.46 and a beta of 0.90. The stock has a 50-day simple moving average of $163.06 and a 200-day simple moving average of $160.29.
Broadridge Financial Solutions (NYSE:BR – Get Free Report) last posted its earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.76 by $0.06. Broadridge Financial Solutions had a net margin of 15.04% and a return on equity of 40.25%. The firm had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $2.17 billion. During the same quarter in the prior year, the company earned $3.55 EPS. The company’s revenue was up 7.5% on a year-over-year basis. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. Equities analysts forecast that Broadridge Financial Solutions, Inc. will post 10.54 earnings per share for the current year. Broadridge Financial Solutions Increases Dividend The business also recently disclosed a quarterly dividend, which will be paid on Monday, October 5th. Shareholders of record on Thursday, September 3rd will be given a $1.09 dividend. This represents a $4.36 annualized dividend and a yield of 2.6%. This is a boost from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. The ex-dividend date of this dividend is Thursday, September 3rd. Broadridge Financial Solutions’s dividend payout ratio is 45.32%.
Analyst Upgrades and Downgrades A number of equities analysts have weighed in on BR shares. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Broadridge Financial Solutions in a research note on Friday, August 7th. Royal Bank Of Canada boosted their price objective on shares of Broadridge Financial Solutions from $225.00 to $226.00 and gave the company an “outperform” rating in a research note on Monday, August 31st. UBS Group restated a “neutral” rating and set a $180.00 price objective on shares of Broadridge Financial Solutions in a report on Monday, August 17th. Finally, Morgan Stanley increased their target price on Broadridge Financial Solutions from $169.00 to $176.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 6th. Four equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $216.00.
Read Our Latest Stock Report on BR
Broadridge Financial Solutions Company Profile (Free Report)
Broadridge Financial Solutions, Inc (NYSE:BR) is a global financial technology company that provides technology, communications and data solutions to financial services firms, public companies and other organizations. Its services support critical business processes across the financial markets, including investor communications, securities processing, capital markets operations and wealth management.
The company’s offerings include proxy and regulatory communications, shareholder communications, trading and operations platforms, portfolio and order management tools, and technology for banks, broker-dealers, asset managers and wealth managers.
Featured Articles Five stocks we like better than Broadridge Financial Solutions Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal GE Aerospace’s $11.75B Deal Puts Howmet Aerospace in Focus Casey’s Post-Earnings Drop May Give Investors a Better Entry Into a Quality Retailer Sovereign AI: Palantir and Nebius Cut the Cloud Cord
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Amundi lessened its holdings in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 27.1% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 771,688 shares of the business services provider’s stock after selling 287,333 shares during the period. Amundi owned about 0.68% of Broadridge Financial Solutions worth $105,683,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also bought and sold shares of the company. Wellington Grp LLC grew its holdings in Broadridge Financial Solutions by 123.6% in the second quarter. Wellington Grp LLC now owns 4,665 shares of the business services provider’s stock worth $639,000 after purchasing an additional 2,579 shares during the period. California State Teachers Retirement System boosted its position in shares of Broadridge Financial Solutions by 13,091.8% in the 2nd quarter. California State Teachers Retirement System now owns 26,629,243 shares of the business services provider’s stock worth $3,646,875,000 after purchasing an additional 26,427,381 shares in the last quarter. Paralel Advisors LLC bought a new stake in shares of Broadridge Financial Solutions in the 2nd quarter worth approximately $1,947,000. Wedmont Private Capital grew its stake in shares of Broadridge Financial Solutions by 33.4% in the 2nd quarter. Wedmont Private Capital now owns 2,815 shares of the business services provider’s stock worth $415,000 after buying an additional 705 shares during the last quarter. Finally, Saudi Central Bank increased its position in Broadridge Financial Solutions by 89.6% during the 2nd quarter. Saudi Central Bank now owns 8,172 shares of the business services provider’s stock valued at $1,119,000 after buying an additional 3,863 shares in the last quarter. Institutional investors own 90.03% of the company’s stock.
Broadridge Financial Solutions Price Performance Broadridge Financial Solutions stock opened at $167.96 on Thursday. Broadridge Financial Solutions, Inc. has a 12-month low of $133.83 and a 12-month high of $255.74. The firm has a 50-day moving average price of $163.06 and a 200-day moving average price of $160.29. The firm has a market capitalization of $19.15 billion, a PE ratio of 17.46 and a beta of 0.90. The company has a current ratio of 1.24, a quick ratio of 1.24 and a debt-to-equity ratio of 1.15.
Broadridge Financial Solutions (NYSE:BR – Get Free Report) last issued its earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.76 by $0.06. The firm had revenue of $2.22 billion during the quarter, compared to analyst estimates of $2.17 billion. Broadridge Financial Solutions had a net margin of 15.04% and a return on equity of 40.25%. The business’s revenue was up 7.5% on a year-over-year basis. During the same period in the previous year, the firm earned $3.55 earnings per share. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. As a group, equities research analysts forecast that Broadridge Financial Solutions, Inc. will post 10.54 EPS for the current year. Broadridge Financial Solutions Increases Dividend The firm also recently declared a quarterly dividend, which will be paid on Monday, October 5th. Stockholders of record on Thursday, September 3rd will be given a dividend of $1.09 per share. The ex-dividend date of this dividend is Thursday, September 3rd. This is a boost from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. This represents a $4.36 dividend on an annualized basis and a dividend yield of 2.6%. Broadridge Financial Solutions’s payout ratio is currently 45.32%.
Wall Street Analysts Forecast Growth BR has been the subject of a number of research analyst reports. Weiss Ratings reissued a “hold (c-)” rating on shares of Broadridge Financial Solutions in a report on Friday, August 7th. Morgan Stanley boosted their price objective on shares of Broadridge Financial Solutions from $169.00 to $176.00 and gave the company an “equal weight” rating in a report on Thursday, August 6th. Royal Bank Of Canada raised their price target on Broadridge Financial Solutions from $225.00 to $226.00 and gave the stock an “outperform” rating in a research note on Monday, August 31st. Finally, UBS Group restated a “neutral” rating and set a $180.00 target price on shares of Broadridge Financial Solutions in a research report on Monday, August 17th. Four investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $216.00.
View Our Latest Stock Report on BR
(Free Report)
Broadridge Financial Solutions, Inc (NYSE:BR) is a global financial technology company that provides technology, communications and data solutions to financial services firms, public companies and other organizations. Its services support critical business processes across the financial markets, including investor communications, securities processing, capital markets operations and wealth management.
The company’s offerings include proxy and regulatory communications, shareholder communications, trading and operations platforms, portfolio and order management tools, and technology for banks, broker-dealers, asset managers and wealth managers.
Further Reading Five stocks we like better than Broadridge Financial Solutions Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal GE Aerospace’s $11.75B Deal Puts Howmet Aerospace in Focus Casey’s Post-Earnings Drop May Give Investors a Better Entry Into a Quality Retailer Sovereign AI: Palantir and Nebius Cut the Cloud Cord Want to see what other hedge funds are holding BR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report).
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DLX is the operating system for tokenized finance, combining multi-chain enablement, a programmable smart contract composer, 24/7 transaction capabilities, integrated distribution, and institutional-grade workflow orchestration across traditional and on-chain markets
, /PRNewswire/ -- Broadridge (NYSE: BR) today announced the launch of DLX, a fully integrated, end-to-end tokenization and digital asset infrastructure platform that enables financial institutions to operate across tokenized and traditional markets through a connected operating layer for on-chain and off-chain activity. Launching with capabilities to connect to the DTCC Tokenization Service via Canton and other networks, with broader use cases to be announced in due course.
"Tokenization is increasingly becoming the foundation of more programmable, connected and always-on financial markets," said Horacio Barakat, Global Head of Digital Innovation. "DLX gives market participants an accelerated pathway to operating on chain without sacrificing the controls, connectivity, and operating models they rely on today."
Building on Broadridge's established Distributed Ledger Repo (DLR) capability for collateral mobility and securities financing, which processes more than $350 billion in daily activity across thousands of transactions, DLX extends Broadridge's tokenization infrastructure into a broader, multi-asset platform for issuance, trading, settlement, servicing, custody, governance, and distribution. By connecting tokenized workflows and a growing partner network with established market systems, DLX helps firms reduce the complexity of operating on chain, supporting asset classes including bonds, equities, funds, private markets, and money market instruments within a single, consistent framework for tokenization, governance, and operations.
Market Infrastructure for Tokenized Markets
DLX supports the full lifecycle of tokenized assets through a modular, multi-chain architecture enabling participants to issue and distribute their own tokens and participate in markets for tokens issued by others.
Issuers can mint, issue, service, transact in, and distribute tokenized financial instruments. Banks and broker dealers can connect issuance, trading, transaction orchestration, settlement, servicing, custody, and market infrastructure workflows. Asset managers can tokenize and issue funds and investment products on-chain, automate lifecycle processes, and connect with institutional, intermediary, and wealth management distribution channels. Institutional investors can access and transact in eligible tokenized products, including tokenized funds, equities, fixed income instruments, and other financial assets. Wealth management firms can integrate access to eligible tokenized products and on-chain market capabilities into existing advisory, platform, and client service models. By connecting issuers, investors, intermediaries, asset managers, and wealth distribution channels through a common platform, DLX is designed to reduce fragmentation across the tokenized asset lifecycle and expand access to new distribution models.
Institutional Orchestration Across On-chain and Traditional Markets
At the center of DLX is an institutional orchestration layer that brings together tokenization, smart contract services, trading and execution workflows, settlement, books and records, custody, wallet infrastructure, and connectivity across digital asset markets, payment rails, compliance providers, custodians, and distribution channels. This allows firms to integrate tokenized asset activity into existing operating models without having to manage the complexity of fragmented on-chain infrastructure themselves.
DLX supports self-custody, third-party custody, and hybrid custody models, enabling clients to determine how assets are held and administered based on their business strategy, risk framework, and regulatory requirements.
Built on a Proven Foundation
DLX builds on Broadridge's experience operating DLR at institutional scale. As Broadridge's proven at-scale capability for collateral mobility and securities financing, DLR demonstrates how distributed ledger technology can support high-value institutional market activity in production.
DLX extends that proven foundation beyond a single market use case into a broader modular platform for tokenization, trading, settlement, servicing, governance, custody, and distribution.
About Broadridge's Tokenization Solutions
Broadridge enables on-chain proxy voting and governance, digital asset infrastructure including post trade, wallets and custody, and the scaling of digital asset capabilities across multiple asset classes. Broadridge's governance platform serves all models of tokenized securities, including issuer-listed models, synthetic securities issued outside the United States, and third-party tokenized shares within the United States, helping ensure investors receive the same rights and protections regardless of how assets are structured or owned.
DLX is Broadridge's tokenization platform, designed to help financial institutions operate across the lifecycle of tokenized securities. It brings together solutions spanning issuance, trading, financing, settlement and servicing, including its Distributed Ledger Repo (DLR) solution, the world's largest institutional platform for settling tokenized real assets, tokenizing over $351 billion a day. DLR supports repo transactions, intraday repo activity, collateral movements, settlement and servicing needs through established scale, critical market knowledge and technology designed for real-world market operations. As tokenization gains momentum across financial services, Broadridge is abstracting away the complexity and enabling a unified experience across traditional and digital assets.
About Broadridge
Broadridge (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries. For more information about us, please visit www.broadridge.com.
For more information about us, please visit www.broadridge.com.
DLX is the operating system for tokenized finance, combining multi-chain enablement, a programmable smart contract composer, 24/7 transaction capabilities, integrated distribution, and institutional-grade workflow orchestration across traditional and on-chain markets
, /PRNewswire/ -- Broadridge (NYSE: BR) today announced the launch of DLX, a fully integrated, end-to-end tokenization and digital asset infrastructure platform that enables financial institutions to operate across tokenized and traditional markets through a connected operating layer for on-chain and off-chain activity. Launching with capabilities to connect to the DTCC Tokenization Service via Canton and other networks, with broader use cases to be announced in due course.
"Tokenization is increasingly becoming the foundation of more programmable, connected and always-on financial markets," said Horacio Barakat, Global Head of Digital Innovation. "DLX gives market participants an accelerated pathway to operating on chain without sacrificing the controls, connectivity, and operating models they rely on today."
Building on Broadridge's established Distributed Ledger Repo (DLR) capability for collateral mobility and securities financing, which processes more than $350 billion in daily activity across thousands of transactions, DLX extends Broadridge's tokenization infrastructure into a broader, multi-asset platform for issuance, trading, settlement, servicing, custody, governance, and distribution. By connecting tokenized workflows and a growing partner network with established market systems, DLX helps firms reduce the complexity of operating on chain, supporting asset classes including bonds, equities, funds, private markets, and money market instruments within a single, consistent framework for tokenization, governance, and operations.
Market Infrastructure for Tokenized Markets
DLX supports the full lifecycle of tokenized assets through a modular, multi-chain architecture enabling participants to issue and distribute their own tokens and participate in markets for tokens issued by others.
Issuers can mint, issue, service, transact in, and distribute tokenized financial instruments.Banks and broker dealers can connect issuance, trading, transaction orchestration, settlement, servicing, custody, and market infrastructure workflows.Asset managers can tokenize and issue funds and investment products on-chain, automate lifecycle processes, and connect with institutional, intermediary, and wealth management distribution channels.Institutional investors can access and transact in eligible tokenized products, including tokenized funds, equities, fixed income instruments, and other financial assets.Wealth management firms can integrate access to eligible tokenized products and on-chain market capabilities into existing advisory, platform, and client service models.By connecting issuers, investors, intermediaries, asset managers, and wealth distribution channels through a common platform, DLX is designed to reduce fragmentation across the tokenized asset lifecycle and expand access to new distribution models.
Institutional Orchestration Across On-chain and Traditional Markets
At the center of DLX is an institutional orchestration layer that brings together tokenization, smart contract services, trading and execution workflows, settlement, books and records, custody, wallet infrastructure, and connectivity across digital asset markets, payment rails, compliance providers, custodians, and distribution channels. This allows firms to integrate tokenized asset activity into existing operating models without having to manage the complexity of fragmented on-chain infrastructure themselves.
DLX supports self-custody, third-party custody, and hybrid custody models, enabling clients to determine how assets are held and administered based on their business strategy, risk framework, and regulatory requirements.
Built on a Proven Foundation
DLX builds on Broadridge's experience operating DLR at institutional scale. As Broadridge's proven at-scale capability for collateral mobility and securities financing, DLR demonstrates how distributed ledger technology can support high-value institutional market activity in production.
DLX extends that proven foundation beyond a single market use case into a broader modular platform for tokenization, trading, settlement, servicing, governance, custody, and distribution.
About Broadridge's Tokenization Solutions
Broadridge enables on-chain proxy voting and governance, digital asset infrastructure including post trade, wallets and custody, and the scaling of digital asset capabilities across multiple asset classes. Broadridge's governance platform serves all models of tokenized securities, including issuer-listed models, synthetic securities issued outside the United States, and third-party tokenized shares within the United States, helping ensure investors receive the same rights and protections regardless of how assets are structured or owned.
DLX is Broadridge's tokenization platform, designed to help financial institutions operate across the lifecycle of tokenized securities. It brings together solutions spanning issuance, trading, financing, settlement and servicing, including its Distributed Ledger Repo (DLR) solution, the world's largest institutional platform for settling tokenized real assets, tokenizing over $351 billion a day. DLR supports repo transactions, intraday repo activity, collateral movements, settlement and servicing needs through established scale, critical market knowledge and technology designed for real-world market operations. As tokenization gains momentum across financial services, Broadridge is abstracting away the complexity and enabling a unified experience across traditional and digital assets.
About Broadridge
Broadridge (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries. For more information about us, please visit www.broadridge.com.
For more information about us, please visit www.broadridge.com.
Broadridge Contacts:
Investors:
[email protected]
Media:
[email protected]
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Ancora Advisors LLC grew its position in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 358.1% in the second quarter, according to its most recent filing with the SEC. The fund owned 4,054 shares of the business services provider’s stock after acquiring an additional 3,169 shares during the period. Ancora Advisors LLC’s holdings in Broadridge Financial Solutions were worth $555,000 as of its most recent filing with the SEC.
Several other hedge funds also recently modified their holdings of BR. Brighton Jones LLC bought a new stake in Broadridge Financial Solutions during the 4th quarter worth approximately $580,000. Empowered Funds LLC increased its holdings in Broadridge Financial Solutions by 41.5% in the first quarter. Empowered Funds LLC now owns 3,957 shares of the business services provider’s stock valued at $959,000 after purchasing an additional 1,160 shares during the period. Woodline Partners LP raised its position in Broadridge Financial Solutions by 6.9% during the 1st quarter. Woodline Partners LP now owns 9,886 shares of the business services provider’s stock worth $2,397,000 after purchasing an additional 635 shares during the last quarter. Acadian Asset Management LLC raised its position in Broadridge Financial Solutions by 480.8% during the 1st quarter. Acadian Asset Management LLC now owns 2,544 shares of the business services provider’s stock worth $616,000 after purchasing an additional 2,106 shares during the last quarter. Finally, Cerity Partners LLC lifted its holdings in Broadridge Financial Solutions by 8.5% during the 2nd quarter. Cerity Partners LLC now owns 25,523 shares of the business services provider’s stock worth $6,203,000 after buying an additional 2,004 shares during the period. Institutional investors and hedge funds own 90.03% of the company’s stock.
Broadridge Financial Solutions Stock Performance Shares of BR opened at $179.04 on Friday. The company has a current ratio of 1.24, a quick ratio of 1.24 and a debt-to-equity ratio of 1.15. The firm’s fifty day simple moving average is $160.47 and its two-hundred day simple moving average is $160.43. Broadridge Financial Solutions, Inc. has a 12 month low of $133.83 and a 12 month high of $255.74. The stock has a market capitalization of $20.41 billion, a P/E ratio of 18.61 and a beta of 0.90.
Broadridge Financial Solutions (NYSE:BR – Get Free Report) last announced its quarterly earnings data on Tuesday, August 4th. The business services provider reported $3.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.76 by $0.06. Broadridge Financial Solutions had a return on equity of 40.25% and a net margin of 15.04%.The company had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.17 billion. During the same period in the previous year, the business earned $3.55 EPS. The firm’s revenue was up 7.5% compared to the same quarter last year. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. As a group, analysts predict that Broadridge Financial Solutions, Inc. will post 10.54 EPS for the current year. Broadridge Financial Solutions Increases Dividend The business also recently announced a quarterly dividend, which will be paid on Monday, October 5th. Investors of record on Thursday, September 3rd will be given a dividend of $1.09 per share. This represents a $4.36 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Thursday, September 3rd. This is a boost from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. Broadridge Financial Solutions’s dividend payout ratio is presently 40.54%.
Wall Street Analysts Forecast Growth BR has been the topic of a number of analyst reports. Royal Bank Of Canada upped their price target on Broadridge Financial Solutions from $225.00 to $226.00 and gave the company an “outperform” rating in a research report on Monday. Weiss Ratings restated a “hold (c-)” rating on shares of Broadridge Financial Solutions in a research report on Friday, August 7th. Morgan Stanley lifted their price objective on Broadridge Financial Solutions from $169.00 to $176.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 6th. Finally, UBS Group reiterated a “neutral” rating and issued a $180.00 target price on shares of Broadridge Financial Solutions in a report on Monday, August 17th. Four research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $216.00.
Read Our Latest Stock Report on Broadridge Financial Solutions
Broadridge Financial Solutions Company Profile (Free Report)
Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.
Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.
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A month has gone by since the last earnings report for Broadridge Financial Solutions (BR - Free Report) . Shares have added about 9% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Broadridge Financial due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Broadridge Financial Solutions, Inc. before we dive into how investors and analysts have reacted as of late.
Broadridge Beats Q4 Earnings EstimatesBroadridge Financial Solutions reported impressive fourth-quarter fiscal 2026 results, with both earnings and revenues beating the Zacks Consensus Estimate.
BR’s adjusted earnings of $3.82 per share topped the Zacks Consensus Estimate of $3.75 by 1.9% and increased 7.6% from the year-ago quarter’s actual.
Total revenues of $2.22 billion surpassed the consensus mark of $2.17 billion by 2.1% and rose 7.5% year over year. Recurring revenues increased 8% to $1.54 billion, while closed sales jumped 39% to $158.3 million.
BR’s Recurring Revenue MomentumRecurring revenue growth was 8% on both a reported and constant-currency basis. Organic growth contributed 7 percentage points, including 5 points from closed sales, partly offset by a 2-point drag from client losses. Acquisitions added 1 point.
Event-driven revenues declined 10% to $71.1 million, primarily due to lower mutual fund proxy revenues. Distribution revenues advanced 8% to $606.5 million, driven mainly by about $32 million of postage-rate increases.
Broadridge’s ICS Segment AdvancesInvestor Communication Solutions revenues rose 8% to $1.73 billion. Recurring revenues increased 10% to $1.05 billion, reflecting 6 points of internal growth, 3 points from net new business and 1 point from acquisitions.
Regulatory recurring revenues grew 14%, aided by 14% equity revenue position growth and 7% mutual fund and ETF position growth. Data-driven fund solutions rose 7%, issuer revenues increased 8% and customer communications gained 1%.
BR’s GTO Profitability ImprovesGlobal Technology and Operations (GTO) recurring revenues increased 5% to $487.5 million. Capital Markets revenues rose 8% to $307.1 million, supported by organic growth and the CQG acquisition. Wealth and Investment Management revenues edged up 1% to $180.5 million.
GTO earnings before income taxes nearly doubled to $67.5 million from $33.9 million. Its pre-tax margin expanded to 13.8% from 7.3%, as higher revenues and lower expenses more than offset the impact of ongoing investments.
Broadridge’s Margins & Earnings RiseOperating income increased 10% to $546.2 million, while the operating margin expanded 50 basis points to 24.6%. Adjusted operating income rose 7% to $598 million.
The adjusted operating margin slipped 10 basis points to 26.9%. Net earnings increased 6% to $398 million, while adjusted net earnings rose 5% to $442 million. The effective tax rate increased to 23.7% from 20.6% because of lower discrete tax benefits.
BR’s Operating Metrics Stay FirmEquity position growth was 17% in the quarter, while equity revenue position growth came in at 14%. Mutual fund and ETF position growth was 7%, underscoring solid activity across Broadridge’s governance network.
Internal trade growth was 15%, reflecting higher daily trade volumes among clients whose contracts are linked to activity levels. The metric exceeded the company’s 10-year average of 9%.
Broadridge’s Cash Flow Supports Capital ReturnsBroadridge ended fiscal 2026 with cash and cash equivalents of $402.9 million, down from $561.5 million a year earlier. Long-term debt was $3.25 billion compared with $2.75 billion at the end of fiscal 2025.
For fiscal 2026, operating cash flow was $1.35 billion. Free cash flow totaled $1.23 billion, representing 110% conversion of adjusted net earnings. The company returned more than $1 billion to shareholders through dividends and net share repurchases during the year.
BR Sets Fiscal 2027 TargetsFor fiscal 2027, Broadridge expects recurring revenue growth of 6-8% on a constant-currency basis. Adjusted operating margin is projected at about 21%, while adjusted earnings per share growth is anticipated in the 8-12% range.
Free cash flow conversion is expected to exceed 100% and closed sales are projected between $290 million and $330 million. The board approved a 12% increase in the annual dividend to $4.36 per share and authorized a new $1.5 billion share-repurchase program.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates review.
The consensus estimate has shifted -10.85% due to these changes.
VGM ScoresCurrently, Broadridge Financial has a average Growth Score of C, however its Momentum Score is doing a bit better with a B. Following the exact same course, the stock has a score of B on the value side, putting it in the second quintile for value investors.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Broadridge Financial has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerBroadridge Financial belongs to the Zacks Internet - Software industry. Another stock from the same industry, CCC Intelligent Solutions Holdings Inc. (CCC - Free Report) , has gained 11.2% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026.
CCC Intelligent Solutions reported revenues of $285.93 million in the last reported quarter, representing a year-over-year change of +9.8%. EPS of $0.10 for the same period compares with $0.09 a year ago.
For the current quarter, CCC Intelligent Solutions is expected to post earnings of $0.11 per share, indicating a change of +22.2% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #2 (Buy) for CCC Intelligent Solutions. Also, the stock has a VGM Score of B.
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Focus List MethodologyWhen stocks are picked for the Focus List, it reflects our enduring reliance on the power of earnings estimate revisions.
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The Focus List is comprised of stocks hand-picked from a long list of #1 (Strong Buy) or #2 (Buy) ranked companies, meaning that each new addition boasts a bullish earnings consensus among analysts.
Because stock prices react to revisions, buying stocks with rising earnings estimates can be very profitable. Focus List stocks offer investors a great opportunity to get into companies whose future earnings estimates will be raised, potentially leading to price momentum.
Focus List Spotlight: Broadridge Financial Solutions (BR - Free Report) Based in Lake Success, NY, Broadridge Financial Solutions, Inc. is a global financial technology company that offers investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers. The company is a leading producer and distributor of documents widely used in the financial industry, including proxies, annual reports, prospectuses and trade confirmations.
BR, a #3 (Hold) stock, was added to the Focus List on August 29, 2017 at $76.91 per share. Since then, shares have increased 134.55% to $180.39.
For fiscal 2027, two analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.07 to $10.54. BR boasts an average earnings surprise of 12.7%.
Earnings for BR are forecasted to see growth of 9.8% for the current fiscal year as well.
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Broadridge's Distributed Ledger Repo solution expands cross-border atomic settlement and collateral mobility across G7 securities for global financing and collateral markets
, /PRNewswire/ -- Broadridge Financial Solutions, Inc., (NYSE: BR), a global Fintech leader, today announced the global expansion of its Distributed Ledger Repo (DLR) solution, bringing G7 securities into its network and providing market participants an institutional scale solution to execute international cross-border repo transactions, intraday repo activity, and collateral movements through atomic settlement.
"Tokenized financing and collateral markets are not a future-state concept. Through DLR, they are proven market infrastructure operating at scale today." said Horacio Barakat, Global Head of Digital Innovation. "DLR is already helping institutions move collateral more efficiently, executing repos, and managing intraday liquidity. Bringing G7 securities into the network expands that value globally, giving the street a practical path to stronger liquidity, better capital efficiency, and lower operational friction."
DLR is already delivering measurable value to the market at an institutional scale. In August 2026, DLR processed an average of $351 billion in daily repo transactions, totaling $7.4 trillion for the month, with thousands of transactions running through the network daily. DLR currently supports tokenized U.S. Treasury collateral for repo, intraday repo transactions and collateral pledges. Adding G7 securities broadens the range of eligible collateral firms can mobilize, supporting more effective financing activity across global markets.
As a live solution embedded within existing trading and post-trade workflows, DLR enables the synchronized movement of tokenized securities and cash. This atomic settlement capability reduces settlement risk and operational friction while helping firms optimize funding flexibility, the use of high-quality collateral, and liquidity and capital management.
The inclusion of G7 securities marks a major step forward for tokenizing global markets. Now, DLR enables market participants to execute cross-border repo and collateral movements, synchronizing the movement of tokenized securities and cash in a single, coordinated transaction and allowing market participants to access liquidity and finance eligible securities across markets, currencies and jurisdictions.
The result is a stronger solution for processing repo, intraday repo and collateral activity: faster and more certain settlement, improved visibility into collateral positions, reduced operational burden and greater flexibility to deploy financial resources where they are needed. As DLR's network expands, participants can access increased collateral utility and liquidity across markets while maintaining institutional-grade governance and operational controls.
DLR market activity is also increasingly visible. Aggregated DLR market data, including repo par value, turnover and trade count, is available to Bloomberg Terminal subscribers through Broadridge's collaboration with Kaiko. The data provides subscribers with greater transparency into institutional on-chain repo activity alongside established fixed-income market data.
DLR Supports Collateral Mobility Across Global Markets:
An institutional-grade network for cross-border repo, intraday repo and collateral activity Atomic settlement that synchronizes securities delivery and payment More efficient intraday liquidity and funding management Expanded collateral utility through the movement of G7 securities across the network Greater flexibility to optimize liquidity, funding, collateral and capital Reduced operational complexity, manual processing and settlement risk in traditional cross-border workflows Tokenized capabilities delivered through familiar institutional trading and post-trade processes About Broadridge's Tokenization Solutions
Broadridge enables on-chain proxy voting and governance, digital asset infrastructure including post trade, wallets and custody, and the scaling of digital asset capabilities across multiple asset classes. Broadridge's governance platform serves all models of tokenized securities, including issuer-listed models, synthetic securities issued outside the United States, and third-party tokenized shares within the United States, helping ensure investors receive the same rights and protections regardless of how assets are structured or owned.
Broadridge's Distributed Ledger Repo (DLR) solution is the world's largest institutional platform for settling tokenized real assets, tokenizing over $351 billion a day. DLR supports repo transactions, intraday repo activity, collateral movements, settlement and servicing needs through real-world market operations. As tokenization gains momentum across financial services, Broadridge is meeting the complexity of operating across traditional and digital ecosystems with established scale, critical market knowledge, and technological expertise.
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries.
For more information about us, please visit www.broadridge.com.
Broadridge Contacts:
Investors:
[email protected]
Media:
Gregg Rosenberg
Global Head of Corporate Communications
[email protected]
Bank of New York Mellon Corp bought a new position in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 742,884 shares of the business services provider’s stock, valued at approximately $101,738,000. Bank of New York Mellon Corp owned about 0.64% of Broadridge Financial Solutions at the end of the most recent reporting period.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in BR. Reflection Asset Management purchased a new stake in Broadridge Financial Solutions in the fourth quarter valued at approximately $25,000. Nemes Rush Group LLC purchased a new position in Broadridge Financial Solutions during the 4th quarter worth approximately $27,000. Prosperity Bancshares Inc acquired a new stake in Broadridge Financial Solutions during the 4th quarter valued at approximately $28,000. Evolution Wealth Management Inc. acquired a new stake in Broadridge Financial Solutions during the 1st quarter valued at approximately $36,000. Finally, DV Equities LLC purchased a new stake in shares of Broadridge Financial Solutions in the 4th quarter valued at $37,000. Institutional investors and hedge funds own 90.03% of the company’s stock.
Analysts Set New Price Targets Several analysts recently commented on the company. Royal Bank Of Canada raised their target price on Broadridge Financial Solutions from $200.00 to $225.00 and gave the stock an “outperform” rating in a report on Wednesday, August 5th. Weiss Ratings reissued a “hold (c-)” rating on shares of Broadridge Financial Solutions in a report on Friday, August 7th. Needham & Company LLC lowered their price objective on Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating on the stock in a research report on Friday, May 1st. DA Davidson lowered their price target on shares of Broadridge Financial Solutions from $228.00 to $214.00 and set a “buy” rating on the stock in a report on Tuesday, May 5th. Finally, Morgan Stanley raised their target price on Broadridge Financial Solutions from $169.00 to $176.00 and gave the company an “equal weight” rating in a research report on Thursday, August 6th. Four research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $215.86.
View Our Latest Analysis on Broadridge Financial Solutions Insider Activity In other news, insider Hope M. Jarkowski sold 1,966 shares of the stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $155.00, for a total value of $304,730.00. Following the completion of the sale, the insider directly owned 1 shares in the company, valued at $155. This represents a 99.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 1.10% of the stock is owned by insiders.
Broadridge Financial Solutions Price Performance NYSE:BR opened at $185.61 on Tuesday. The stock has a 50 day moving average of $153.56 and a two-hundred day moving average of $160.27. Broadridge Financial Solutions, Inc. has a 12 month low of $133.83 and a 12 month high of $263.00. The firm has a market cap of $21.16 billion, a P/E ratio of 19.29 and a beta of 0.87. The company has a current ratio of 1.24, a quick ratio of 1.24 and a debt-to-equity ratio of 1.15.
Broadridge Financial Solutions (NYSE:BR – Get Free Report) last released its earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share for the quarter, beating the consensus estimate of $3.76 by $0.06. The business had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.17 billion. Broadridge Financial Solutions had a return on equity of 40.25% and a net margin of 15.04%.The business’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same quarter last year, the business posted $3.55 earnings per share. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. On average, analysts expect that Broadridge Financial Solutions, Inc. will post 10.54 earnings per share for the current fiscal year.
Broadridge Financial Solutions Increases Dividend The firm also recently announced a quarterly dividend, which will be paid on Monday, October 5th. Stockholders of record on Thursday, September 3rd will be issued a dividend of $1.09 per share. The ex-dividend date of this dividend is Thursday, September 3rd. This is a positive change from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. This represents a $4.36 dividend on an annualized basis and a dividend yield of 2.3%. Broadridge Financial Solutions’s payout ratio is currently 40.54%.
(Free Report)
Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.
Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.
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Callan Family Office LLC purchased a new position in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 18,765 shares of the business services provider’s stock, valued at approximately $2,570,000.
Other hedge funds also recently bought and sold shares of the company. Paralel Advisors LLC acquired a new stake in Broadridge Financial Solutions in the second quarter valued at approximately $1,947,000. Allworth Financial LP acquired a new position in shares of Broadridge Financial Solutions during the 2nd quarter worth approximately $365,000. B. Metzler seel. Sohn & Co. AG purchased a new position in shares of Broadridge Financial Solutions during the 2nd quarter valued at approximately $7,372,000. Mystic Asset Management Inc. purchased a new position in shares of Broadridge Financial Solutions during the 2nd quarter valued at approximately $225,000. Finally, PCM Encore LLC purchased a new position in shares of Broadridge Financial Solutions during the 2nd quarter valued at approximately $204,000. Hedge funds and other institutional investors own 90.03% of the company’s stock.
Broadridge Financial Solutions Trading Up 2.0% Shares of Broadridge Financial Solutions stock opened at $182.12 on Friday. The company has a debt-to-equity ratio of 1.15, a current ratio of 1.24 and a quick ratio of 1.24. The stock’s 50 day simple moving average is $152.70 and its 200-day simple moving average is $160.54. The stock has a market cap of $20.77 billion, a P/E ratio of 18.93 and a beta of 0.87. Broadridge Financial Solutions, Inc. has a 1-year low of $133.83 and a 1-year high of $264.10.
Broadridge Financial Solutions (NYSE:BR – Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The business services provider reported $3.82 EPS for the quarter, beating the consensus estimate of $3.76 by $0.06. The firm had revenue of $2.22 billion during the quarter, compared to analysts’ expectations of $2.17 billion. Broadridge Financial Solutions had a return on equity of 40.25% and a net margin of 15.04%.The business’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same quarter last year, the firm earned $3.55 earnings per share. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. Analysts predict that Broadridge Financial Solutions, Inc. will post 10.54 EPS for the current fiscal year. Broadridge Financial Solutions Increases Dividend The company also recently declared a quarterly dividend, which will be paid on Monday, October 5th. Stockholders of record on Thursday, September 3rd will be given a dividend of $1.09 per share. This represents a $4.36 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Thursday, September 3rd. This is a positive change from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. Broadridge Financial Solutions’s dividend payout ratio is presently 40.54%.
Analysts Set New Price Targets Several brokerages recently commented on BR. Royal Bank Of Canada boosted their price target on shares of Broadridge Financial Solutions from $200.00 to $225.00 and gave the stock an “outperform” rating in a report on Wednesday, August 5th. Weiss Ratings restated a “hold (c-)” rating on shares of Broadridge Financial Solutions in a research report on Friday, August 7th. Needham & Company LLC lowered their price target on Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating on the stock in a research note on Friday, May 1st. DA Davidson reduced their price objective on Broadridge Financial Solutions from $228.00 to $214.00 and set a “buy” rating for the company in a research note on Tuesday, May 5th. Finally, Morgan Stanley raised their price objective on Broadridge Financial Solutions from $169.00 to $176.00 and gave the company an “equal weight” rating in a report on Thursday, August 6th. Four research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $215.86.
Get Our Latest Report on BR
Insider Buying and Selling at Broadridge Financial Solutions In related news, insider Hope M. Jarkowski sold 1,966 shares of the company’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $155.00, for a total value of $304,730.00. Following the completion of the sale, the insider owned 1 shares of the company’s stock, valued at approximately $155. This represents a 99.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Insiders own 1.10% of the company’s stock.
(Free Report)
Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.
Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.
Read More Five stocks we like better than Broadridge Financial Solutions 2 Biotech Stocks Shaping Up for Major Breakouts 3 Stocks Came Roaring Back—Now They’re Flashing Warning Signs 3 Beaten-Down Stocks That Haven’t Gotten the Message About the S&P 500’s Record Run Darden Restaurants Just Hit a 52-Week High–Is the Olive Garden Comeback Story Legit? Want to see what other hedge funds are holding BR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report).
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B. Metzler seel. Sohn & Co. AG bought a new stake in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 53,832 shares of the business services provider’s stock, valued at approximately $7,372,000.
Several other hedge funds have also recently added to or reduced their stakes in BR. Mystic Asset Management Inc. purchased a new position in shares of Broadridge Financial Solutions during the 2nd quarter valued at about $225,000. PCM Encore LLC purchased a new stake in Broadridge Financial Solutions in the second quarter worth approximately $204,000. Vise Technologies Inc. bought a new position in Broadridge Financial Solutions during the second quarter valued at approximately $954,000. Edmond DE Rothschild Holding S.A. purchased a new position in shares of Broadridge Financial Solutions during the second quarter worth approximately $121,000. Finally, Abacus FCF Advisors LLC bought a new stake in shares of Broadridge Financial Solutions in the 2nd quarter worth approximately $5,461,000. Institutional investors own 90.03% of the company’s stock.
Wall Street Analysts Forecast Growth
Several analysts have issued reports on BR shares. UBS Group restated a “neutral” rating and set a $180.00 price target on shares of Broadridge Financial Solutions in a research report on Monday. Royal Bank Of Canada increased their target price on Broadridge Financial Solutions from $200.00 to $225.00 and gave the company an “outperform” rating in a report on Wednesday, August 5th. DA Davidson reduced their price target on Broadridge Financial Solutions from $228.00 to $214.00 and set a “buy” rating on the stock in a research report on Tuesday, May 5th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Broadridge Financial Solutions in a research note on Friday, August 7th. Finally, Needham & Company LLC lowered their price objective on Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating for the company in a research report on Friday, May 1st. Four research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $215.86.
Read Our Latest Analysis on Broadridge Financial Solutions
Broadridge Financial Solutions Stock Performance
NYSE:BR opened at $177.94 on Friday. The company has a quick ratio of 1.24, a current ratio of 1.24 and a debt-to-equity ratio of 1.15. The firm’s fifty day simple moving average is $151.96 and its 200 day simple moving average is $160.39. The stock has a market cap of $20.29 billion, a P/E ratio of 18.50 and a beta of 0.87. Broadridge Financial Solutions, Inc. has a twelve month low of $133.83 and a twelve month high of $264.10.
Broadridge Financial Solutions (NYSE:BR – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.76 by $0.06. Broadridge Financial Solutions had a net margin of 15.04% and a return on equity of 40.25%. The company had revenue of $2.22 billion for the quarter, compared to analysts’ expectations of $2.17 billion. During the same quarter in the previous year, the company earned $3.55 earnings per share. Broadridge Financial Solutions’s quarterly revenue was up 7.5% on a year-over-year basis. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. As a group, research analysts predict that Broadridge Financial Solutions, Inc. will post 10.54 EPS for the current year.
Broadridge Financial Solutions Increases Dividend
The firm also recently declared a quarterly dividend, which will be paid on Monday, October 5th. Investors of record on Thursday, September 3rd will be given a dividend of $1.09 per share. This is an increase from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. The ex-dividend date of this dividend is Thursday, September 3rd. This represents a $4.36 dividend on an annualized basis and a yield of 2.5%. Broadridge Financial Solutions’s dividend payout ratio is 45.32%.
Insider Buying and Selling
In related news, insider Hope M. Jarkowski sold 1,966 shares of the business’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $155.00, for a total transaction of $304,730.00. Following the sale, the insider owned 1 shares of the company’s stock, valued at $155. The trade was a 99.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 1.10% of the stock is owned by insiders.
(Free Report)
Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.
Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.
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Broadridge Financial Solutions (NYSE:BR – Get Free Report) and Mastech Digital (NYSE:MHH – Get Free Report) are both industrials companies, but which is the superior investment? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, institutional ownership, profitability, risk, valuation and earnings.
Analyst Ratings This is a breakdown of recent recommendations and price targets for Broadridge Financial Solutions and Mastech Digital, as provided by MarketBeat.com.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Broadridge Financial Solutions 0 4 4 0 2.50 Mastech Digital 0 0 0 0 0.00 Broadridge Financial Solutions presently has a consensus price target of $215.86, indicating a potential upside of 21.31%. Given Broadridge Financial Solutions’ stronger consensus rating and higher probable upside, equities analysts plainly believe Broadridge Financial Solutions is more favorable than Mastech Digital.
Earnings and Valuation This table compares Broadridge Financial Solutions and Mastech Digital”s gross revenue, earnings per share and valuation. Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Broadridge Financial Solutions $7.48 billion 2.71 $1.12 billion $9.62 18.50 Mastech Digital $176.49 million 0.51 -$7.14 million $0.17 43.88 Broadridge Financial Solutions has higher revenue and earnings than Mastech Digital. Broadridge Financial Solutions is trading at a lower price-to-earnings ratio than Mastech Digital, indicating that it is currently the more affordable of the two stocks.
Profitability This table compares Broadridge Financial Solutions and Mastech Digital’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets Broadridge Financial Solutions 15.04% 40.25% 12.97% Mastech Digital 1.71% 8.20% 6.36% Insider and Institutional Ownership 90.0% of Broadridge Financial Solutions shares are owned by institutional investors. Comparatively, 18.4% of Mastech Digital shares are owned by institutional investors. 1.1% of Broadridge Financial Solutions shares are owned by company insiders. Comparatively, 42.9% of Mastech Digital shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.
Risk and Volatility Broadridge Financial Solutions has a beta of 0.87, meaning that its stock price is 13% less volatile than the S&P 500. Comparatively, Mastech Digital has a beta of 0.85, meaning that its stock price is 15% less volatile than the S&P 500.
Summary Broadridge Financial Solutions beats Mastech Digital on 12 of the 14 factors compared between the two stocks.
(Get Free Report)
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; solutions for public corporations and mutual funds; data and analytics solutions; 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. Its 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, clearing 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 and investment management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.
About Mastech Digital (Get Free Report)
Mastech Digital, Inc., together with its subsidiaries, provides digital transformation IT services to large, medium-sized, and small companies in the United States. The company operates through Data and Analytics Services and IT Staffing Services segments. It offers data management and analytics services, including project-based consulting services in the areas of master data management, enterprise data integration, big data and analytics, and digital transformation by using onsite and offshore resources. In addition, the company provides a range of IT staffing services in the areas of data management and analytics, cloud, mobility, social, automation, business intelligence/data warehousing, web services, enterprise resource planning and customer resource management, and e-business solutions. Further, it offers digital transformation services, including digital learning services; and cloud-based enterprise application across sales, marketing, and customer service organizations. The company provides its services across various industry verticals, such as financial services, retail, healthcare, manufacturing, government, telecommunications, and transportation. The company was formerly known as Mastech Holdings, Inc. and changed its name to Mastech Digital, Inc. in September 2016. Mastech Digital, Inc. was founded in 1986 and is headquartered in Pittsburgh, Pennsylvania.
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BlackRock Inc. acquired a new stake in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 10,762,454 shares of the business services provider’s stock, valued at approximately $1,473,918,000. BlackRock Inc. owned approximately 9.44% of Broadridge Financial Solutions at the end of the most recent reporting period.
Other institutional investors have also recently modified their holdings of the company. Norges Bank acquired a new position in Broadridge Financial Solutions in the fourth quarter valued at about $346,304,000. Van ECK Associates Corp grew its stake in Broadridge Financial Solutions by 110.6% during the fourth quarter. Van ECK Associates Corp now owns 1,475,283 shares of the business services provider’s stock worth $329,239,000 after buying an additional 774,747 shares in the last quarter. Bank of New York Mellon Corp acquired a new stake in Broadridge Financial Solutions during the second quarter worth about $101,738,000. Deutsche Bank AG bought a new position in Broadridge Financial Solutions in the 2nd quarter valued at about $84,546,000. Finally, Pinebridge Investments LLC bought a new position in Broadridge Financial Solutions in the 4th quarter valued at about $126,553,000. 90.03% of the stock is currently owned by institutional investors.
Analysts Set New Price Targets A number of brokerages have recently weighed in on BR. UBS Group reaffirmed a “neutral” rating and set a $180.00 price target on shares of Broadridge Financial Solutions in a report on Monday. Royal Bank Of Canada lifted their price objective on shares of Broadridge Financial Solutions from $200.00 to $225.00 and gave the company an “outperform” rating in a research note on Wednesday, August 5th. DA Davidson lowered their price objective on shares of Broadridge Financial Solutions from $228.00 to $214.00 and set a “buy” rating for the company in a research report on Tuesday, May 5th. Needham & Company LLC cut their target price on Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating for the company in a research note on Friday, May 1st. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Broadridge Financial Solutions in a report on Friday, August 7th. Four investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $215.86.
Get Our Latest Report on BR Insider Buying and Selling at Broadridge Financial Solutions In other news, insider Hope M. Jarkowski sold 1,966 shares of the company’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $155.00, for a total transaction of $304,730.00. Following the completion of the transaction, the insider directly owned 1 shares in the company, valued at approximately $155. This represents a 99.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.10% of the company’s stock.
BR stock opened at $177.94 on Friday. The firm has a 50-day moving average price of $151.96 and a 200-day moving average price of $160.39. Broadridge Financial Solutions, Inc. has a 12 month low of $133.83 and a 12 month high of $264.10. The company has a current ratio of 1.24, a quick ratio of 1.24 and a debt-to-equity ratio of 1.15. The stock has a market capitalization of $20.29 billion, a P/E ratio of 18.50 and a beta of 0.87.
Broadridge Financial Solutions (NYSE:BR – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.76 by $0.06. The company had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.17 billion. Broadridge Financial Solutions had a net margin of 15.04% and a return on equity of 40.25%. The firm’s revenue was up 7.5% on a year-over-year basis. During the same period in the previous year, the firm posted $3.55 EPS. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. As a group, equities research analysts anticipate that Broadridge Financial Solutions, Inc. will post 10.54 EPS for the current fiscal year.
Broadridge Financial Solutions Increases Dividend The business also recently announced a quarterly dividend, which will be paid on Monday, October 5th. Shareholders of record on Thursday, September 3rd will be paid a dividend of $1.09 per share. The ex-dividend date of this dividend is Thursday, September 3rd. This is a boost from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. This represents a $4.36 dividend on an annualized basis and a dividend yield of 2.5%. Broadridge Financial Solutions’s payout ratio is presently 45.32%.
About Broadridge Financial Solutions (Free Report)
Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.
Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.
Featured Stories Five stocks we like better than Broadridge Financial Solutions 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding BR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report).
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Abacus FCF Advisors LLC purchased a new position in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 39,873 shares of the business services provider’s stock, valued at approximately $5,461,000.
A number of other hedge funds also recently bought and sold shares of BR. BlackRock Inc. purchased a new position in Broadridge Financial Solutions in the 2nd quarter valued at $1,473,918,000. State Street Corp boosted its position in Broadridge Financial Solutions by 6.7% during the fourth quarter. State Street Corp now owns 5,994,841 shares of the business services provider’s stock worth $1,343,572,000 after acquiring an additional 375,699 shares during the last quarter. Geode Capital Management LLC boosted its position in Broadridge Financial Solutions by 0.4% during the fourth quarter. Geode Capital Management LLC now owns 3,354,869 shares of the business services provider’s stock worth $746,062,000 after acquiring an additional 12,524 shares during the last quarter. Barclays PLC grew its stake in Broadridge Financial Solutions by 1.8% during the 4th quarter. Barclays PLC now owns 2,007,968 shares of the business services provider’s stock valued at $448,118,000 after acquiring an additional 35,169 shares in the last quarter. Finally, Northern Trust Corp grew its stake in Broadridge Financial Solutions by 6.6% during the 3rd quarter. Northern Trust Corp now owns 1,711,824 shares of the business services provider’s stock valued at $407,705,000 after acquiring an additional 105,696 shares in the last quarter. Hedge funds and other institutional investors own 90.03% of the company’s stock.
Analysts Set New Price Targets Several brokerages have issued reports on BR. Royal Bank Of Canada upped their target price on Broadridge Financial Solutions from $200.00 to $225.00 and gave the company an “outperform” rating in a report on Wednesday, August 5th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Broadridge Financial Solutions in a report on Friday, August 7th. Needham & Company LLC lowered their price target on shares of Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating on the stock in a research report on Friday, May 1st. Morgan Stanley upped their price objective on shares of Broadridge Financial Solutions from $169.00 to $176.00 and gave the company an “equal weight” rating in a report on Thursday, August 6th. Finally, UBS Group restated a “neutral” rating and set a $180.00 price objective on shares of Broadridge Financial Solutions in a research report on Monday. Four investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $215.86.
Read Our Latest Stock Analysis on Broadridge Financial Solutions Broadridge Financial Solutions Stock Up 3.6% Shares of NYSE:BR opened at $175.97 on Thursday. The firm’s 50 day moving average price is $151.30 and its 200 day moving average price is $160.52. The stock has a market cap of $20.06 billion, a price-to-earnings ratio of 18.29 and a beta of 0.87. Broadridge Financial Solutions, Inc. has a fifty-two week low of $133.83 and a fifty-two week high of $265.37. The company has a quick ratio of 1.24, a current ratio of 1.24 and a debt-to-equity ratio of 1.15.
Broadridge Financial Solutions (NYSE:BR – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.76 by $0.06. The firm had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $2.17 billion. Broadridge Financial Solutions had a return on equity of 40.25% and a net margin of 15.04%.The firm’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same period in the prior year, the company posted $3.55 earnings per share. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. As a group, equities research analysts predict that Broadridge Financial Solutions, Inc. will post 10.54 earnings per share for the current fiscal year.
Broadridge Financial Solutions Increases Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Monday, October 5th. Shareholders of record on Thursday, September 3rd will be given a dividend of $1.09 per share. This represents a $4.36 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend is Thursday, September 3rd. This is an increase from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. Broadridge Financial Solutions’s payout ratio is 40.54%.
Insider Buying and Selling In other news, insider Hope M. Jarkowski sold 1,966 shares of the stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $155.00, for a total transaction of $304,730.00. Following the completion of the sale, the insider owned 1 shares in the company, valued at approximately $155. This represents a 99.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 1.10% of the company’s stock.
Broadridge Financial Solutions Company Profile (Free Report)
Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.
Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.
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Stock to Watch: Broadridge Financial Solutions (BR - Free Report) Based in Lake Success, NY, Broadridge is a global financial technology company that offers investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers. The company is a leading producer and distributor of a variety of documents, widely used in the financial industry, including proxies, annual reports, prospectuses and trade confirmations.
BR is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. BR has a Momentum Style Score of B, and shares are up 17.1% over the past four weeks.
Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.07 to $10.54 per share. BR also boasts an average earnings surprise of +12.7%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, BR should be on investors' short list.
Key Takeaways Broadridge shares rose 11.9% in a month, outpacing the industry's 5.1% gain and S&P 500's 4.1%.Payward & Raiffeisen deals expand BR's digital asset governance and reconciliation capabilities.Broadridge raised its annual dividend 12% to $4.36 and authorized a new $1.5 billion buyback program. Shares of Broadridge Financial Solutions, Inc. (BR - Free Report) have a decent run over the past month. The stock has risen 11.9% compared with the industry’s 5.1% growth. The Zacks S&P 500 composite moved 4.1% upward during the said time frame.
Image Source: Zacks Investment Research
BR’s first-quarter fiscal 2027 earnings are expected to be down 9.3% year over year. Earnings for fiscal 2027 and 2028 are projected to rise 9.8% and 10.2% year over year, respectively. Revenues are expected to increase 5.02% in fiscal 2027 and 5.34% in fiscal 2028.
Factors That Bode Well for BRBroadridge’s collaboration with Payward Services is a positive development that strengthens its position in digital asset governance by extending proxy voting and shareholder communications to eligible xStocks holders. The initiative bridges traditional shareholder rights with blockchain-based ownership, potentially expanding Broadridge’s addressable market as tokenized securities gain adoption. With xStocks already supporting more than 500 tokenized assets across equities, ETFs and pre-IPO offerings, the partnership could drive additional demand for Broadridge’s governance, reporting and proxy infrastructure while reinforcing its role in the evolving tokenized securities market.
The company’s expanded agreement with Raiffeisen Bank International is also a positive development that strengthens its recurring technology and solutions business. The deployment of BRx Match will enable CRISP to manage a projected fourfold increase in transaction volumes across 14 markets while improving automation, exception management and regulatory compliance through ISO 20022 support. The cloud-based platform should help BR deepen its relationship with a long-standing client and generate opportunities for further adoption, as financial institutions modernize reconciliation infrastructure and scale operations across global markets.
Broadridge has demonstrated a strong commitment to its shareholders through consistent dividend payments, despite the fluctuations in its cash position. BR paid dividends of $331 million, $368.2 million and $402.3 million in fiscal 2023, 2024 and 2025, respectively. This consistency underscores its dedication to creating long-term value for investors. At the end of fiscal 2026, the company paid dividends worth $443.5 million.
In the first quarter of fiscal 2027, the board of directors increased Broadridge’s annual dividend by 12% to $4.36 per share and declared a quarterly dividend of $1.09 per share. The board also authorized a new $1.5 billion share repurchase program, replacing the remaining authorization under the previous plan. These actions underscore Broadridge’s commitment to returning capital to shareholders while maintaining flexibility to support EPS growth through share repurchases.
Key Risks to WatchBR is facing mounting pressure from surging expenses, which are hampering the company’s prospects. The total operating cost increased 7% year over year in 2024, 3.8% year over year in 2025 and 8.4% year over year in 2026, driven by higher distribution expenses, volume-related expenses and the impact of acquisitions and investments.
Moreover, the company operates in a highly competitive environment, with intense competition from financial technology and business process service providers pressuring pricing, innovation and client retention. Meanwhile, volatility in the macroeconomic environment, including changing interest rates, market conditions and economic uncertainty, could weigh on client spending and transaction activity, potentially hampering Broadridge’s growth prospects and financial performance.
Broadridge currently carries a Zacks Rank #3 (Hold).
Stocks to ConsiderA couple of better-ranked stocks in the Internet - Software industry are Astera Labs, Inc. (ALAB - Free Report) and Twilio (TWLO - Free Report) .
Astera Labs sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
ALAB has an encouraging earnings surprise history. It has surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 17.07%.
Twilio also sports a Zacks Rank of 1 at present. It has an encouraging earnings surprise history, surpassing the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 13.95%.
Empowered Funds LLC lifted its stake in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 29.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 48,430 shares of the business services provider’s stock after acquiring an additional 11,152 shares during the period. Empowered Funds LLC’s holdings in Broadridge Financial Solutions were worth $7,869,000 as of its most recent SEC filing.
Other hedge funds have also modified their holdings of the company. Norges Bank acquired a new position in Broadridge Financial Solutions during the fourth quarter worth approximately $346,304,000. Van ECK Associates Corp boosted its holdings in shares of Broadridge Financial Solutions by 110.6% in the 4th quarter. Van ECK Associates Corp now owns 1,475,283 shares of the business services provider’s stock valued at $329,239,000 after purchasing an additional 774,747 shares during the last quarter. Pinebridge Investments LLC acquired a new position in shares of Broadridge Financial Solutions in the 4th quarter valued at $126,553,000. JPMorgan Chase & Co. grew its stake in shares of Broadridge Financial Solutions by 52.8% during the 4th quarter. JPMorgan Chase & Co. now owns 1,403,997 shares of the business services provider’s stock valued at $313,330,000 after buying an additional 485,297 shares during the period. Finally, Amundi grew its stake in shares of Broadridge Financial Solutions by 67.5% during the 1st quarter. Amundi now owns 1,059,021 shares of the business services provider’s stock valued at $172,070,000 after buying an additional 426,587 shares during the period. 90.03% of the stock is owned by institutional investors and hedge funds.
Broadridge Financial Solutions Price Performance BR opened at $170.82 on Friday. Broadridge Financial Solutions, Inc. has a 52-week low of $133.83 and a 52-week high of $265.37. The company has a 50 day moving average of $149.92 and a two-hundred day moving average of $161.51. The company has a market cap of $19.48 billion, a P/E ratio of 17.76 and a beta of 0.87. The company has a quick ratio of 1.24, a current ratio of 1.24 and a debt-to-equity ratio of 1.15.
Broadridge Financial Solutions (NYSE:BR – Get Free Report) last issued its earnings results on Tuesday, August 4th. The business services provider reported $3.82 EPS for the quarter, beating analysts’ consensus estimates of $3.76 by $0.06. The business had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.17 billion. Broadridge Financial Solutions had a net margin of 15.04% and a return on equity of 40.25%. The business’s revenue for the quarter was up 7.5% compared to the same quarter last year. During the same quarter last year, the firm posted $3.55 EPS. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. On average, analysts expect that Broadridge Financial Solutions, Inc. will post 10.54 earnings per share for the current year.
Broadridge Financial Solutions Increases Dividend The business also recently declared a quarterly dividend, which will be paid on Monday, October 5th. Investors of record on Thursday, September 3rd will be issued a $1.09 dividend. The ex-dividend date is Thursday, September 3rd. This represents a $4.36 annualized dividend and a yield of 2.6%. This is an increase from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. Broadridge Financial Solutions’s payout ratio is currently 40.54%.
Insider Buying and Selling In other Broadridge Financial Solutions news, insider Hope M. Jarkowski sold 1,966 shares of the firm’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $155.00, for a total value of $304,730.00. Following the transaction, the insider directly owned 1 shares of the company’s stock, valued at $155. This trade represents a 99.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 1.10% of the stock is owned by company insiders.
Analyst Ratings Changes A number of analysts have recently commented on BR shares. Needham & Company LLC dropped their price objective on Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating for the company in a report on Friday, May 1st. Royal Bank Of Canada lifted their target price on Broadridge Financial Solutions from $200.00 to $225.00 and gave the company an “outperform” rating in a report on Wednesday, August 5th. Weiss Ratings reissued a “hold (c-)” rating on shares of Broadridge Financial Solutions in a research report on Friday, August 7th. Morgan Stanley upped their price target on Broadridge Financial Solutions from $169.00 to $176.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 6th. Finally, UBS Group cut their price objective on Broadridge Financial Solutions from $250.00 to $165.00 and set a “neutral” rating on the stock in a report on Monday, May 4th. Four research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $213.71.
View Our Latest Stock Report on Broadridge Financial Solutions
Broadridge Financial Solutions Company Profile (Free Report)
Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.
Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.
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Big Rock Brewery Inc. (TSE:BR – Get Free Report)’s stock price crossed below its two hundred day moving average during trading on Thursday . The stock has a two hundred day moving average of C$0.73 and traded as low as C$0.64. Big Rock Brewery shares last traded at C$0.64, with a volume of 2,500 shares traded.
Big Rock Brewery Trading Down 1.5% The stock has a market capitalization of C$15.73 million, a P/E ratio of -5.82 and a beta of 0.40. The stock’s fifty day moving average price is C$0.67 and its 200 day moving average price is C$0.73. The company has a debt-to-equity ratio of 55.86, a current ratio of 0.90 and a quick ratio of 0.15.
Big Rock Brewery (TSE:BR – Get Free Report) last issued its earnings results on Thursday, August 13th. The company reported C($0.03) earnings per share for the quarter. The firm had revenue of C$13.91 million for the quarter. Big Rock Brewery had a negative net margin of 5.55% and a negative return on equity of 10.60%. Research analysts forecast that Big Rock Brewery Inc. will post -0.1 earnings per share for the current year.
Big Rock Brewery Company Profile (Get Free Report)
In 1985, Ed McNally founded Big Rock to contest the time’s beer trends. Three bold, European-inspired offerings – Bitter, Porter and Traditional Ale – forged an industry at a time heavy on easy drinking lagers and light on flavour. Today, our extensive portfolio of signature beers, ongoing seasonal offerings, six ciders (Rock Creek Cider® series), custom-crafted private label products and other notable, licensed alcoholic beverages keeps us at the forefront of the craft beer revolution and still proudly contesting the beer and alcoholic beverage trends of today.
Further Reading Five stocks we like better than Big Rock Brewery Asian Market Circuit Breakers Hit Stocks, Not AI Demand Riot Platforms Re-Wires the Ledger for a $9B AI Power Play Nebius Just Exploded 34% on Blowout Earnings—Is It Time to Buy? Joby’s Defense Pivot Accelerates With $500M Resonant Sciences Deal Receive News & Ratings for Big Rock Brewery Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Big Rock Brewery and related companies with MarketBeat.com's FREE daily email newsletter.
SummaryBroadridge Financial Solutions, Inc. is rated Strong Buy, driven by its strategic transition into high-margin decentralized finance and AI-driven productivity gains.BR's single-seller edge as a super-validator on the Canton Network and its integration of tokenized governance solidify its position as a regulatory-compliant Web3 infrastructure toll-taker.Despite existential risks from native tokenization and atomic settlement eroding legacy revenues, regulatory inertia and hybrid TradFi-DeFi models provide a multi-decade monetization bridge.I monitor BR's Canton coin monetization, tokenization volume shifts, SEC regulatory changes, and institutional adoption of algorithmic voting as key forward catalysts and risks. artisteer/iStock via Getty Images
In my last article on Broadridge Financial Solutions, Inc. (BR), I marked a Strong Buy rating, as the stock was due for a major valuation re-rating amid the business shift into high-margin decentralized finance
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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
July 2026 ADV reaches $365 billion;
Institutional adoption continues as tokenized funding markets mature
, /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), global Fintech leader, today announced that its Distributed Ledger Repo (DLR) processed an average of $365 billion in daily repo transactions during July, with volumes totaling $8.0 trillion. The daily average is a 28% increase year-over-year, reflecting the continued evolution of tokenized market infrastructure and the expanding role of distributed ledger technology in modernizing funding and collateral markets.
"Tokenization is increasingly becoming part of how institutions optimize liquidity and collateral management," said Horacio Barakat, Global Head of Digital Innovation at Broadridge. "DLR continues to demonstrate that distributed ledger infrastructure can support the scale, reliability and interoperability required for core financing activity. As adoption broadens, firms are gaining greater confidence in bringing tokenized workflows into day-to-day market operations."
DLR enables firms to settle repo transactions on distributed ledger technology while operating within their existing trading and post-trade environments. The platform supports efficient, real-time financing by enabling the movement of tokenized collateral across counterparties, helping institutions improve liquidity management, optimize capital usage and enhance operational efficiency without disrupting established market workflows.
As financial institutions continue to expand their tokenization strategies, Broadridge is helping bridge traditional and digital capital markets through scalable infrastructure that supports financing, settlement and collateral management at institutional scale. DLR remains a foundational component of Broadridge's broader tokenization strategy, enabling clients to modernize core market operations while maintaining the resiliency, interoperability and trust required across global markets. To learn more about DLR, the world's largest institutional platform for settling tokenized real assets, visit Broadridge's DLR.
About Broadridge's Tokenization Solutions
Broadridge enables on-chain proxy voting and governance, digital asset infrastructure including post trade, wallets and custody, and the scaling of digital asset capabilities across multiple asset classes. Through these innovations, Broadridge is helping financial institutions unlock the next era of digital assets investing.
Broadridge's Distributed Ledger Repo (DLR) solution is the world's largest institutional platform for settling tokenized real assets, tokenizing $365 billion a day. As tokenization gains momentum across financial services, Broadridge is meeting the complexity of operating across traditional and digital ecosystems with established scale, critical market knowledge, and technological expertise.
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries. For more information about us, please visit www.broadridge.com.
For more information about us, please visit www.broadridge.com.
Bank of America Corp DE cut its stake in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 19.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 568,358 shares of the business services provider’s stock after selling 137,235 shares during the quarter. Bank of America Corp DE owned 0.49% of Broadridge Financial Solutions worth $92,347,000 as of its most recent SEC filing.
Several other institutional investors also recently bought and sold shares of BR. Edgestream Partners L.P. purchased a new stake in shares of Broadridge Financial Solutions in the first quarter valued at about $2,229,000. Bull Harbor Capital LLC acquired a new stake in Broadridge Financial Solutions in the first quarter valued at about $209,000. South Dakota Investment Council purchased a new stake in Broadridge Financial Solutions in the 1st quarter valued at approximately $764,000. Smith Group Asset Management LLC purchased a new stake in Broadridge Financial Solutions in the 1st quarter valued at approximately $301,000. Finally, Amundi increased its position in Broadridge Financial Solutions by 67.5% during the 1st quarter. Amundi now owns 1,059,021 shares of the business services provider’s stock worth $172,070,000 after purchasing an additional 426,587 shares during the period. 90.03% of the stock is owned by institutional investors and hedge funds.
Broadridge Financial Solutions Price Performance BR stock opened at $166.47 on Friday. The firm has a 50 day moving average of $148.26 and a 200-day moving average of $162.88. The company has a market cap of $18.98 billion, a price-to-earnings ratio of 17.30 and a beta of 0.87. The company has a current ratio of 1.24, a quick ratio of 0.94 and a debt-to-equity ratio of 1.15. Broadridge Financial Solutions, Inc. has a 12-month low of $133.83 and a 12-month high of $268.17.
Broadridge Financial Solutions (NYSE:BR – Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share for the quarter, topping analysts’ consensus estimates of $3.76 by $0.06. Broadridge Financial Solutions had a return on equity of 40.25% and a net margin of 15.04%.The business had revenue of $2.22 billion for the quarter, compared to analysts’ expectations of $2.17 billion. During the same quarter in the prior year, the firm posted $3.55 EPS. The company’s revenue was up 7.5% compared to the same quarter last year. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. As a group, equities analysts expect that Broadridge Financial Solutions, Inc. will post 10.54 EPS for the current fiscal year.
Broadridge Financial Solutions Increases Dividend The company also recently declared a quarterly dividend, which will be paid on Monday, October 5th. Stockholders of record on Thursday, September 3rd will be given a $1.09 dividend. This is an increase from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. This represents a $4.36 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date is Thursday, September 3rd. Broadridge Financial Solutions’s dividend payout ratio (DPR) is 45.32%.
Insider Buying and Selling at Broadridge Financial Solutions In other news, insider Hope M. Jarkowski sold 1,966 shares of Broadridge Financial Solutions stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $155.00, for a total transaction of $304,730.00. Following the completion of the transaction, the insider owned 1 shares of the company’s stock, valued at $155. The trade was a 99.95% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 1.10% of the stock is currently owned by corporate insiders.
Wall Street Analyst Weigh In BR has been the subject of a number of analyst reports. Needham & Company LLC cut their target price on Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating for the company in a research note on Friday, May 1st. DA Davidson decreased their price target on Broadridge Financial Solutions from $228.00 to $214.00 and set a “buy” rating on the stock in a research note on Tuesday, May 5th. UBS Group dropped their price objective on Broadridge Financial Solutions from $250.00 to $165.00 and set a “neutral” rating on the stock in a report on Monday, May 4th. Morgan Stanley increased their price objective on Broadridge Financial Solutions from $169.00 to $176.00 and gave the stock an “equal weight” rating in a research report on Thursday. Finally, Royal Bank Of Canada raised their target price on Broadridge Financial Solutions from $200.00 to $225.00 and gave the company an “outperform” rating in a report on Wednesday. Four equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Broadridge Financial Solutions has an average rating of “Moderate Buy” and a consensus price target of $213.71.
Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.
Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.
See Also Five stocks we like better than Broadridge Financial Solutions Quantum Earnings Week: Winners and Losers Are Finally Emerging Axon’s Post-Earnings Pullback May Be More About Valuation Than Growth Uber Stock Lags in 2026, But Cash Flow and AV Bets Fuel Upside AppLovin Stock Hits 52-Week Low as Analysts Trim Targets, Stay Bullish Want to see what other hedge funds are holding BR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report).
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Broadridge's unified governance platform enables xStocks holders to submit voting preferences for shares underpinning their tokenized equities, closing one of the clearest gaps between tokenized equities and traditional stock ownership
, /PRNewswire/ -- Broadridge Financial Solutions, Inc., (NYSE: BR), a global Fintech leader, today announced Broadridge's unified governance platform will support shareholder communications and proxy voting for eligible holders of xStocks, the industry-leading tokenized equities framework developed by Payward Services, the B2B infrastructure platform from Payward.
"The endgame for tokenization was never just building faster programmable capital markets. It's about giving people across the world everything that comes with owning a piece of a company, including a voice in how it's run," said Mark Greenberg, Payward's Chief Commercial Officer and Global Head of Payward Services. "Working with Broadridge is a step in that direction, unlocking opportunities for xStocks holders to participate in corporate governance, while closing the gap between tokenized equities and traditional shares."
"As tokenized securities continue to reshape global capital markets, investors should not have to choose between blockchain innovation and shareholder rights," said Doug DeSchutter, President of Broadridge's Investor Communication Solutions business. "By extending our governance platform to support xStocks, we are enabling eligible token holders to have a voice in corporate governance and extending our leadership in digital asset governance."
Payward Services continues to accelerate its tokenized assets offering at pace, with more than 500 tokenized assets now available across tokenized equities, ETFs and pre-IPO offerings, and with tokenized equities from several international markets slated to follow soon. xStocks is the most widely traded tokenized equities framework in the market by total transaction volume, and now represents the widest range of assets offered by any tokenized equities framework.
Eligible holders of supported tokenized securities available through Payward Services' xStocks tokenized asset framework will securely authenticate to ProxyVote.com using Web3 authentication, review proxy materials for the underlying securities, and submit their proxy voting preferences through a seamless digital experience. The experience brings established trusted governance capabilities investors expect from traditional capital markets into blockchain-native ecosystems while preserving the accessibility and efficiency of tokenized assets.
Key capabilities include:
Secure Web3 authentication to ProxyVote.com for eligible token holders. Digital delivery of proxy materials and shareholder communications. Proxy voting preference submission for supported tokenized securities, including Payward Services' xStocks offering. A consistent governance experience across traditional securities and all major tokenization models. Institutional-grade governance, reporting and auditability built on Broadridge's trusted proxy infrastructure. Today's announcement builds on Broadridge's continued investment in digital asset governance and reflects the company's vision of extending trusted shareholder communications and voting capabilities across the evolving tokenized securities landscape. Together with its recent initiatives supporting issuer-sponsored and custodial tokenized securities, this partnership demonstrates Broadridge's ability to deliver a unified governance solution spanning traditional markets and the full spectrum of blockchain-based securities.
About xStocks:
xStocks is the industry standard for tokenized securities, bringing publicly listed equities onchain through fully collateralized, 1:1-backed tokens. Powered by Payward's digital asset infrastructure, xStocks places traditional assets on blockchain rails, expanding access to global capital markets with extended availability, global reach, and digital-native settlement. Launched initially as tokenized US equities, xStocks will soon be expanding to tokenize equities from markets across the world, including the UK, Europe and Asia.
Designed for interoperability, xStocks move seamlessly between centralized exchanges, self-custodied wallets, and onchain applications, unlocking new utility across trading, collateralization, and decentralized finance. Since launching in June 2025, xStocks has grown to power billions of dollars in transaction volume across multiple blockchain ecosystems, anchoring a rapidly expanding global network shaping the future of tokenized markets.
For more information, visit https://xstocks.fi.
About Broadridge's Tokenization Solutions
Broadridge enables on-chain proxy voting and governance, digital asset infrastructure including post trade, wallets and custody, and the scaling of digital asset capabilities across multiple asset classes. Broadridge's governance platform serves all models of tokenized securities, including issuer-listed models, synthetic securities issued outside the United States, and third-party tokenized shares within the Unted States, helping ensure investors receive the same rights and protections regardless of how assets are structured or owned.
Broadridge's Distributed Ledger Repo (DLR) solution is the world's largest institutional platform for settling tokenized real assets, tokenizing approximately over $357 billion a day. As tokenization gains momentum across financial services, Broadridge is meeting the complexity of operating across traditional and digital ecosystems with established scale, critical market knowledge, and technological expertise.
About Payward Services:
Payward Services is the B2B infrastructure platform built on 15 years of operating Kraken, one of the world's largest crypto platforms. Through a single integration, eligible partners can access crypto and tokenized equity trading, fiat and stablecoin payments, yield, lending, prediction markets and derivatives. Fintechs, banks, brokerages, payment providers, exchanges, consumer tech platforms and asset managers can use Payward Services to offer digital assets to their clients without building the stack themselves.
Liquidity, custody, payments, compliance, risk and settlement are integrated by design, replacing fragmented multi-vendor stacks with a single regulated foundation. Partners build on the same infrastructure that powers Payward's family of products, deployed as modular services they can scale alongside their own.
For more information, visit https://www.payward.com/payward-services.
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries. For more information about us, please visit www.broadridge.com
For more information about us, please visit www.broadridge.com.
Broadridge Contacts:
Investors:
[email protected]
Media:
Gregg Rosenberg
Global Head of Corporate Communications
[email protected]
Payward Contacts
Lauren Post
[email protected]
xStocks are issued by Backed Assets (JE) Limited (a Jersey private limited company) and offered to eligible Kraken customers via Payward Digital Solutions Ltd. ("PDSL"), a company licensed to conduct digital asset business by the Bermuda Monetary Authority. In the European Union / European Economic Area, xStocks are offered to eligible customers via Payward Europe Digital Solutions (CY) Ltd. ("PEDLS-CY"), a Cyprus investment firm authorized and regulated under EU MiFID II.
* xStocks are not registered under the U.S. Securities Act and are not available in the United States or to U.S. persons. xStocks are also not currently available in the United Kingdom or in any other jurisdiction where their offer or distribution would be unlawful or would require regulatory authorization that has not been obtained.
Neither PDSL, Payward Europe Digital Solutions (CY) Ltd. ("PEDLS-CY"), nor their respective affiliates provide investment advice or recommendations, PDSL (Kraken) does not provide investment advice and/or recommendations, and no communication, through any Kraken App or website or otherwise, should be construed as such. Individual investors should make their own decisions or seek professional independent advice if they are unsure as to the suitability / appropriateness of any investment for their circumstances or needs, including potential tax treatment. Investing in xStocks involves an element of risk. The value of an investment may go down as well as up, and past performance is not a reliable indicator of future results. Geographic restrictions apply. Read Kraken's xStocks Risk Disclosure at kraken.com/legal/xstocks as well as the Base Prospectus and related Final Terms for xStocks at https://assets.backed.fi/legal-documentation to learn more.
Fintech and regulatory behemoth Broadridge Financial Solutions (BR +7.04%) saw its share price rise 7% today after the company reported fourth-quarter earnings that sailed past Wall Street's expectations. Broadridge grew full-year revenue and adjusted earnings per share figures by 8% and 12%, respectively. The company also announced a 12% dividend increase, marking its 20th straight year of raises. Management guided for full-year 2027 sales to grow by 6% to 8%, while adjusted EPS would jump by 8% to 12%.
Today's Change
(
7.04
%) $
11.07
Current Price
$
168.41
Despite today's rise, Broadridge's stock has declined 32% over the last year, as the tokenization of financial assets and digitization of regulatory communications threaten to disrupt the company's seemingly steady operations. However, I'd argue these fears are potentially overdone, especially after the stock's decline priced this in to some extent, and Broadridge's results show their resilience.
Tim Gokey, Broadridge's CEO, touched on this shift during the earnings call, explaining,
We are building the infrastructure for the markets of tomorrow ... We are enabling Governance solutions for tokenized assets, reinventing shareholder engagement, and digitizing communications. We are transforming collateral management and integrating tokenized assets into our Wealth and Capital Markets platforms.
Image source: Getty Images.
Helping to spur the transition from mail-in proxy voting and mailed-out annual reports, Broadridge will once again look to reshape the financial regulatory environment as it moves into an increasingly digital world. Whether helping wealth managers with reports, capital markets firms with trade settlements, or processing communications for asset managers and corporate issuers, Broadridge is intent on incorporating agentic AI into its platform for its customers.
While only time will tell whether Broadridge can maintain its leadership position, the company trades at just 16 times free cash flow, so it doesn't need outrageous growth to justify its valuation. At a time when many technology and software companies are being heavily sold off, I think Broadridge stands out as an industry-leading, well-positioned company to adapt to a quickly changing landscape. I'll be looking to open a position in the company this year and collect its 2.5% dividend yield on the dip.
Josh Kohn-Lindquist has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Broadridge Financial Solutions. The Motley Fool has a disclosure policy.
Broadridge Financial Solutions Inc (BR) (Q4 2026) Earnings Call Highlights: Record Sales and Strategic AI Momentum Drive Strong Fiscal Year Broadridge Financial Solutions Inc (BR) exceeds expectations with 8% recurring revenue growth, record closed sales, and a robust pipeline for fiscal 2027. + GuruFocus.com on
Release Date: August 04, 2026
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points Broadridge Financial Solutions Inc BR delivered strong fiscal 2026 results with 8% constant currency recurring revenue growth and 12% adjusted EPS growth, exceeding expectations.The company achieved record fourth-quarter closed sales of $158 million, bringing full-year closed sales to $305 million and boosting the backlog to $470 million, providing strong visibility into future growth.Broadridge Financial Solutions Inc (BR) is making significant strides in tokenization, with DLR volumes tripling to $360 billion and new partnerships with Ondo and Alpaca, positioning the company as a leader in this emerging market.The company returned over $1 billion to shareholders in fiscal 2026, including a record $600 million in buybacks, and increased its dividend by 12%, marking the 20th consecutive year of dividend increases.Broadridge Financial Solutions Inc (BR) is seeing tangible benefits from AI investments, including $25 million in expected productivity savings for fiscal 2027 and growing demand for AI-powered products like its custom policy voting engine.The SEC's e-delivery rule proposal is viewed as a positive catalyst, with Broadridge Financial Solutions Inc (BR) well-positioned to help clients transition to digital-first communications, potentially driving demand for its Wealth InFocus platform. Negative Points Broadridge Financial Solutions Inc (BR) faces a potential headwind from the SEC's e-delivery rule, which could reduce pass-through distribution revenues and modestly impact recurring revenue growth over the next two to three years.The company's fiscal 2027 guidance for closed sales of $290 million to $330 million implies only modest growth at the midpoint, reflecting ongoing uncertainty in closing large deals.Event-driven revenues are expected to moderate in fiscal 2027 to $250 million to $300 million, down from a record fiscal 2026, which could pressure overall revenue growth.Lower interest rates and higher postage costs created a 40 basis point headwind to adjusted operating income margin in fiscal 2026, and similar pressures may persist.The first quarter of fiscal 2027 will face a tough comparison with record event-driven revenues of $114 million, potentially impacting quarterly earnings growth.While tokenization presents opportunities, the transition is expected to be gradual, and Broadridge Financial Solutions Inc (BR) may need to make significant investments in new infrastructure without immediate returns. Q & A Highlights Q: Can you provide more detail on the strong closed sales in Q4, particularly the larger deals, and the significance of the pipeline heading into fiscal 2027?
A: Tim Gokey (CEO) stated that the record $158 million in Q4 closed sales was driven by two factors: the closing of larger deals that had been delayed due to market uncertainty, and a faster flow-through of midsized deals. He emphasized that the issue was timing, not demand, and that the pipeline is up by more than a third year-over-year, positioning the company well for another year of $300-plus million in sales.
Q: How should we think about the unit economics of the new tokenized security wins with Ondo, Alpaca, and Galaxy? Are they incremental to existing proxy economics?
A: Tim Gokey (CEO) clarified that Broadridge is using the same rate schedules for tokenized securities as for traditional ones. Native issuances would use the higher registered rate, beneficial holdings the beneficial rate, and synthetic models would be similar to pass-through voting. He sees this as a positive for Broadridge, as it introduces complexity for clients that they are best positioned to solve, and the initial demand is coming from global and crypto-native investors.
Q: Given the stock's valuation, how should we think about the level of aggressiveness on share buybacks relative to tuck-in M&A?
A: Tim Gokey (CEO) reiterated a balanced capital allocation strategy, but noted that at current levels, shares represent a compelling value. He anticipates continued healthy share repurchases in fiscal 2027, while still having the capacity (leverage is at 1.9x) to pursue attractive tuck-in M&A opportunities. The new $1.5 billion authorization provides ample capacity for both.
Q: What are the key drivers for the fiscal 2027 closed sales outlook, and what could steer results toward the high or low end of the range?
A: Tim Gokey (CEO) expressed high confidence in another year of $300-plus million in sales, driven by a significantly larger pipeline. He highlighted that half of the pipeline is now platform-enabled, which lays the groundwork for AI and agentic AI capabilities. The growth is coming from areas of investment, particularly the technology platform with a common data ontology.
Q: How should we think about the continued growth of the DLR platform, and what specific areas or products are you most excited about?
A: Tim Gokey (CEO) outlined multiple growth vectors for DLR. First, significant clients are already onboarding, with volumes expected to grow 50% by December. Second, intraday trading is a potential volume driver. Third, expanding globally with G7 securities is a key opportunity. Finally, the new DLX platform will extend capabilities into other asset classes like equities, funds, and money markets, creating a broader capability for collateral optimization.
Q: Can you clarify the 400 basis point license tailwind in the first quarter of fiscal 2027? Is it a benefit or a tough comp, and is it from a renewal or new business?
A: Ashima Ghei (CFO) confirmed it is a benefit in fiscal 2027, stemming from a renewal. It will be a 4-point tailwind in Q1, split evenly between Capital Markets and Wealth Management. She also noted that license revenue is not a big driver for the full year, with the Q1 compare being the most significant.
Q: Will the DLX platform replace DLR, or is it built on top of it?
A: Tim Gokey (CEO) clarified that DLX is built on DLR, which was always designed to be a multi-asset class platform. There is no re-architecting or conversion needed for existing clients. DLX simply opens up new applications and capabilities that were latent in the DLR platform, connecting to other asset classes.
Q: Will the $25 million in AI-driven productivity savings be passed on to clients, and how should we think about AI as a competitive moat?
A: Tim Gokey (CEO) stated that the savings are being reinvested in fiscal 2027 to accelerate product development and client onboarding. He sees AI as a key differentiator, with unique products like the custom policy engine and OpsGPT driving demand. Broadridge's investment in a common data ontology positions it as the "agentic operating system" for clients, enabling them to leverage the platform with either Broadridge's AI or their own.
Q: With position growth normalizing, what are the key growth drivers for fiscal 2027?
A: Ashima Ghei (CFO) expects another strong year of recurring revenue growth, in line with fiscal 2026. The guidance calls for 5% to 7% organic growth, plus an additional point from acquisitions. Growth will be driven by continued strong position growth (high single-digit equity, mid-single-digit fund) and a higher contribution from the $470 million backlog converting to revenue.
Q: How does the SEC's e-delivery rule proposal impact Broadridge's competitive moat in a primarily electronic world?
A: Tim Gokey (CEO) views the proposal as an opportunity, as Broadridge is a leader in e-delivery. He believes it strengthens their competitive position because the next-generation digital experience requires a sophisticated platform like Wealth InFocus. Even with electronic defaults, there will always be a residual need for print, and Broadridge's ability to seamlessly offer both through a single composition engine is a unique value proposition.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad ExposureBroadridge Financial Solutions NYSE: BR reported fiscal 2026 recurring revenue growth of 8% on a constant-currency basis and a 12% increase in adjusted earnings per share, as the company cited demand for governance, capital-markets and wealth-management technology alongside investments in artificial intelligence and tokenized-market infrastructure.
Adjusted EPS for the year rose to $9.60, while recurring revenue reached $4.9 billion. Fourth-quarter recurring revenue increased 8% on a constant-currency basis to $1.5 billion, and adjusted EPS rose 8% to $3.82. The company closed a record $158 million in sales during the fourth quarter, bringing full-year closed sales to $305 million.
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Starbucks Builds Sovereign AI to Cut $400 Million in Software Costs“The real story of fiscal 2026 is that Broadridge is delivering today, building for tomorrow,” Chief Executive Officer Tim Gokey said, pointing to the company’s work in digital communications, agentic AI and tokenized assets.
Fiscal 2027 Outlook and Capital Returns For fiscal 2027, Broadridge guided for constant-currency recurring revenue growth of 6% to 8% and adjusted EPS growth of 8% to 12%. The outlook includes expected organic growth of 5% to 7%, with acquisitions contributing another percentage point to recurring revenue growth.
These 3 Stocks Offer Investors Exposure to the Functional Beverage BoomChief Financial Officer Ash Ghei said the company’s $470 million closed-sales backlog, up $40 million from the prior year, provides visibility into growth in fiscal 2027 and 2028. Broadridge expects closed sales of $290 million to $330 million in fiscal 2027.
The company forecast adjusted operating income margin of about 21%, compared with 20.5% in fiscal 2026. It expects $25 million of AI-driven productivity gains during fiscal 2027, primarily in its technology organization, which it plans to use to support investments and earnings growth.
Broadridge generated $1.2 billion in free cash flow during fiscal 2026, up 17% year over year, representing 110% of adjusted earnings. The company repurchased a record $600 million of shares and paid $443 million in dividends. Its board approved a 12% increase in the annual dividend to $4.36 per share and increased the share-repurchase authorization to $1.5 billion.
Gokey said the company expects to maintain balanced capital allocation, including internal investment, dividends, selective acquisitions and share repurchases. He said Broadridge views its shares as a compelling value at current levels and anticipates “continued healthy levels” of repurchases while retaining capacity for tuck-in acquisitions.
Segment Performance Investor Communication Solutions, or ICS, recurring revenue rose 8% for the full year and 10% in the fourth quarter. Regulatory revenue increased 12% for the year and 14% in the fourth quarter, supported by equity and fund position growth. Fourth-quarter equity position growth was 17%, including 14% growth in revenue-generating positions, while fund positions grew 7%.
Data-Driven Fund Solutions revenue grew 4% for the full year and 7% in the fourth quarter. Issuer revenue increased 8% in both periods. Customer Communications revenue rose 5% for the year, including 14% growth in digital revenue, though it grew 1% in the fourth quarter as a contribution from the Signal acquisition offset lower print volumes.
Global Technology and Operations, or GTO, revenue grew 7% for the year and 5% in the fourth quarter. Capital-markets revenue increased 5% for the full year and 7% in the quarter, with the recently acquired CQG contributing three percentage points to fourth-quarter growth. Wealth and investment-management revenue rose 10% for the full year and 1% in the quarter; excluding lower term-license revenue, fourth-quarter growth was 5%.
Broadridge expects GTO revenue growth to fall at the higher end of its overall recurring-revenue guidance range in fiscal 2027, partly due to the CQG acquisition.
Digital Delivery, AI and Tokenization The company said its proxy-communications digitization rate is nearing 95%, while fund communications are 80% digital. Gokey said Broadridge views the Securities and Exchange Commission’s proposed electronic-delivery rule as a potential catalyst for digital-first client communications, although Ghei said the company expects no fiscal 2027 impact from the proposal.
Looking beyond fiscal 2027, Ghei said the rule could reduce pass-through distribution revenue and create a modest recurring-revenue growth headwind over two to three years as clients implement changes. He said Broadridge expects to largely offset that effect with new digital solutions and does not anticipate a significant impact on adjusted earnings growth.
Broadridge also emphasized its expansion in tokenized securities and digital assets. Its Distributed Ledger Repo platform processed $360 billion in tokenized repo transactions daily in June, up threefold from May 2025, according to Gokey. The company expects platform volume to rise 50% by December as it onboards additional Tier 1 banks.
The company announced governance relationships with synthetic tokenized-equity issuer Ondo and infrastructure provider Alpaca, while noting that it completed what it described as the first on-chain voting for tokenized equities with Galaxy. Broadridge is also launching DLX, a multi-asset tokenization and digital-asset platform that will extend its DLR capabilities to equities, funds, alternatives and money-market instruments.
Gokey said platform-enabled AI and next-generation products, including shareholder engagement, digital communications and DLR, rose 60% and represented nearly 40% of closed sales during fiscal 2026. He added that Broadridge’s sales pipeline was up by more than one-third from a year earlier, with about half of the pipeline now platform enabled.
About Broadridge Financial Solutions (NYSE:BR)Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm's core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.
Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Key Takeaways Broadridge's adjusted EPS rose 7.6% y/y, while revenues increased 7.5% y/y and topped estimates.Recurring revenues grew 8%, while closed sales increased 39% y/y to $158.3 million.Broadridge targets 6-8% recurring revenue growth and 8-12% y/y adjusted EPS growth for fiscal 2027. Broadridge Financial Solutions, Inc. (BR - Free Report) reported impressive fourth-quarter fiscal 2026 results, with both earnings and revenues beating the Zacks Consensus Estimate.
BR’s adjusted earnings of $3.82 per share topped the Zacks Consensus Estimate of $3.75 by 1.9% and increased 7.6% from the year-ago quarter’s actual.
Total revenues of $2.22 billion surpassed the consensus mark of $2.17 billion by 2.1% and rose 7.5% year over year. Recurring revenues increased 8% to $1.54 billion, while closed sales jumped 39% to $158.3 million.
BR’s shares have declined 40.7% over the past year compared with the industry’s 17.7% decline. The Zacks S&P 500 composite has risen 23.8% over the same time frame.
BR’s Recurring Revenue MomentumRecurring revenue growth was 8% on both a reported and constant-currency basis. Organic growth contributed 7 percentage points, including 5 points from closed sales, partly offset by a 2-point drag from client losses. Acquisitions added 1 point.
Event-driven revenues declined 10% to $71.1 million, primarily due to lower mutual fund proxy revenues. Distribution revenues advanced 8% to $606.5 million, driven mainly by about $32 million of postage-rate increases.
Broadridge’s ICS Segment AdvancesInvestor Communication Solutions revenues rose 8% to $1.73 billion. Recurring revenues increased 10% to $1.05 billion, reflecting 6 points of internal growth, 3 points from net new business and 1 point from acquisitions.
Regulatory recurring revenues grew 14%, aided by 14% equity revenue position growth and 7% mutual fund and ETF position growth. Data-driven fund solutions rose 7%, issuer revenues increased 8%, and customer communications gained 1%.
BR’s GTO Profitability ImprovesGlobal Technology and Operations (GTO) recurring revenues increased 5% to $487.5 million. Capital Markets revenues rose 8% to $307.1 million, supported by organic growth and the CQG acquisition. Wealth and Investment Management revenues edged up 1% to $180.5 million.
GTO earnings before income taxes nearly doubled to $67.5 million from $33.9 million. Its pre-tax margin expanded to 13.8% from 7.3%, as higher revenues and lower expenses more than offset the impact of ongoing investments.
Broadridge’s Margins & Earnings RiseOperating income increased 10% to $546.2 million, while the operating margin expanded 50 basis points to 24.6%. Adjusted operating income rose 7% to $598 million.
The adjusted operating margin slipped 10 basis points to 26.9%. Net earnings increased 6% to $398 million, while adjusted net earnings rose 5% to $442 million. The effective tax rate increased to 23.7% from 20.6% because of lower discrete tax benefits.
BR’s Operating Metrics Stay FirmEquity position growth was 17% in the quarter, while equity revenue position growth came in at 14%. Mutual fund and ETF position growth was 7%, underscoring solid activity across Broadridge’s governance network.
Internal trade growth was 15%, reflecting higher daily trade volumes among clients whose contracts are linked to activity levels. The metric exceeded the company’s 10-year average of 9%.
Broadridge’s Cash Flow Supports Capital ReturnsBroadridge ended fiscal 2026 with cash and cash equivalents of $402.9 million, down from $561.5 million a year earlier. Long-term debt was $3.25 billion compared with $2.75 billion at the end of fiscal 2025.
For fiscal 2026, operating cash flow was $1.35 billion. Free cash flow totaled $1.23 billion, representing 110% conversion of adjusted net earnings. The company returned more than $1 billion to shareholders through dividends and net share repurchases during the year.
BR Sets Fiscal 2027 TargetsFor fiscal 2027, Broadridge expects recurring revenue growth of 6-8% on a constant-currency basis. Adjusted operating margin is projected at about 21%, while adjusted earnings per share growth is anticipated in the 8-12% range.
Free cash flow conversion is expected to exceed 100%, and closed sales are projected between $290 million and $330 million. The board approved a 12% increase in the annual dividend to $4.36 per share and authorized a new $1.5 billion share-repurchase program.
Currently, Broadridge carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Earnings SnapshotsTrane Technologies plc (TT - Free Report) reported impressive second-quarter 2026 results. TT’s adjusted earnings of $4.31 per share outpaced the consensus mark by 0.9% and rose 11.1% from the year-ago quarter’s actual. TT’s total revenues of $6.35 billion surpassed the consensus mark by 2.9% and increased 6.4% year over year.
Rollins, Inc. (ROL - Free Report) posted unimpressive second-quarter 2026 results. ROL’s adjusted earnings of 32 cents per share missed the Zacks Consensus Estimate by 5.9% but rose 6.7% year over year. Total revenues of $1.08 billion fell short of the consensus estimate by 1.7% but increased 7.9% from the year-ago quarter.
Broadridge Financial Solutions (BR - Free Report) reported $2.22 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 7.5%. EPS of $3.82 for the same period compares to $3.55 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.17 billion, representing a surprise of +2.08%. The company delivered an EPS surprise of +1.87%, with the consensus EPS estimate being $3.75.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Broadridge Financial performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues- Global Technology and Operations (GTO): $487.5 million versus $481.53 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.9% change.Revenues- Investor Communication Solutions- Total ICS Recurring revenues: $1.05 billion versus $1.03 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +10% change.Revenues- Investor Communication Solutions- ICS Event-driven revenues- Equity and other: $40.1 million versus $35 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +5% change.Revenues- Investor Communication Solutions- ICS Event-driven revenues- Mutual funds: $31 million compared to the $36.65 million average estimate based on three analysts. The reported number represents a change of -23.8% year over year.Revenues- Investor Communication Solutions- Total ICS Event-driven revenues: $71.1 million compared to the $71.65 million average estimate based on three analysts. The reported number represents a change of -9.9% year over year.Revenues- Investor Communication Solutions- Distribution revenues: $606.5 million versus $595.4 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7.8% change.Revenues- Investor Communication Solutions (ICS): $1.73 billion versus the three-analyst average estimate of $1.69 billion. The reported number represents a year-over-year change of +8.2%.Revenues- Investor Communication Solutions- ICS Recurring revenues- Data-driven fund solutions: $130.1 million versus the three-analyst average estimate of $130.64 million. The reported number represents a year-over-year change of +6.7%.Revenues- Investor Communication Solutions- ICS Recurring revenues- Issuer: $157.9 million versus the three-analyst average estimate of $153.55 million. The reported number represents a year-over-year change of +8.2%.Revenues- Investor Communication Solutions- ICS Recurring revenues- Customer communications: $177.2 million compared to the $186.47 million average estimate based on three analysts. The reported number represents a change of +0.7% year over year.Revenues- Global Technology and Operations- GTO Recurring revenues- Capital markets: $307.1 million versus the three-analyst average estimate of $301.73 million. The reported number represents a year-over-year change of +7.6%.Revenues- Global Technology and Operations- GTO Recurring revenues- Wealth and investment management: $180.5 million versus $179.8 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +0.7% change.View all Key Company Metrics for Broadridge Financial here>>>
Shares of Broadridge Financial have returned +8.7% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Broadridge Financial Solutions, Inc. (BR) Q4 2026 Earnings Call August 4, 2026 8:30 AM EDT
Company Participants
W. Thibault - Head of Investor Relations & Corporate Communications
Timothy Gokey - CEO, Executive Officer & Executive Director
Ashima Ghei - Corporate VP, Executive Officer & Chief Finance Officer
Conference Call Participants
Daniel Perlin - RBC Capital Markets, Research Division
Patrick O'Shaughnessy - Raymond James & Associates, Inc., Research Division
Michael Infante - Morgan Stanley, Research Division
Kyle Peterson - Needham & Company, LLC, Research Division
Peter Heckmann - D.A. Davidson & Co., Research Division
Scott Wurtzel - Wolfe Research, LLC
Puneet Jain - JPMorgan Chase & Co, Research Division
Presentation
Operator
Good morning, everyone, and welcome to the Broadridge Fiscal Fourth Quarter and Full Year 2026 Earnings Conference Call. [Operator Instructions] Please also note, today's event is being recorded.
At this time, I'd like to turn the floor over to Edings Thibault, Head of Investor Relations. Please go ahead.
W. Thibault
Head of Investor Relations & Corporate Communications
Thank you, Jamie. Good morning, everybody, and welcome to Broadridge's Fourth Quarter and Fiscal Year 2026 Earnings Call. Our earnings release and the slides that accompany this call may be found on the Investor Relations section of broadridge.com. Joining me on the call this morning are Tim Gokey, our CEO; and our CFO, Ashima Ghei.
Before I turn the call over to Tim, a few standard reminders. One, we will be making forward-looking statements on today's call regarding Broadridge that involve risks. A summary of these risks can be found on the second page of the slides and a more complete description on our annual report on Form 10-K, which will be filed later today.
Two, we'll also be referring to several non-GAAP measures, which we believe provide investors with a more complete understanding of Broadridge's underlying operating results. An explanation of
Broadridge Financial Solutions Inc (BR) released its 8-K filing on August 4, 2026, reporting significant growth in both revenue and earnings for the fourth quar
