Broadridge Financial Solutions, Inc. (BR) Stock Price & Analysis
Broadridge Financial Solutions, Inc. (BR) closed at USD 178.14 on Thursday, October 29, 2026, up 0.66% on the day. The US market is currently closed (after-hours); this is not a live price.
The prior close was USD 176.97; the Oct 29, 2026 session ranged USD 176.76–179.46 on volume of 621,188 shares. Market capitalization is $20.11B, with a 52-week range of USD 133.83–233.1 (NYQ). Source: Nexqual, retrieved October 29, 2026 at 21:26 UTC.
Also available as compact Markdown for AI agents: nexqual.com/BR.md
Key facts (BR)
- Last four reported quarters (through Jun 30, 2026): revenue $7.48B, net income $1.12B (15.0% margin), free cash flow $1.28B (SEC filings).
- Valuation: P/E 17.9x (avg 27.4x at the last 3 fiscal year-ends), EV/EBITDA 16.0x, net debt $2.85B.
- 2 of 80 tracked superinvestors hold BR (13F, Q2 2026): 1 new, 0 added, 1 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 2 Form 4 filings, $704K; 2 not under a Rule 10b5-1 plan ($704K); 1 by opportunistic insiders (1 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.00 on a 1–5 scale) (9 analysts), mean target USD 213.38 (range 176–250).
- Total return with dividends: 1Y -17.6% vs S&P 500 +14.4%; 5Y +9.3% vs S&P 500 +79.1%.
- Next earnings: 2026-11-03, EPS estimate USD 1.37, revenue estimate $1.65B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (BR)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $5.71B | $6.06B | $6.51B | $6.89B | $7.48B | $7.48B |
| Gross profit | $1.59B | $1.79B | $1.93B | $2.14B | $2.38B | — |
| Operating income | $760M | $936M | $1.02B | $1.19B | $1.30B | $1.30B |
| Net income | $539M | $631M | $698M | $840M | $1.12B | $1.12B |
| EPS (diluted) | $4.55 | $5.30 | $5.86 | $7.10 | $9.60 | — |
| Free cash flow | $415M | $785M | $999M | $1.13B | $1.28B | $1.28B |
| Gross margin | 27.9% | 29.5% | 29.7% | 31.0% | 31.8% | — |
| Operating margin | 13.3% | 15.4% | 15.6% | 17.3% | 17.4% | 17.4% |
| Net margin | 9.4% | 10.4% | 10.7% | 12.2% | 15.0% | 15.0% |
| Revenue growth | +14.3% | +6.2% | +7.4% | +5.9% | +8.5% | — |
| Cash + short-term investments | $225M | $253M | $305M | $562M | $404M | — |
| Total debt | $3.79B | $3.41B | $3.36B | $3.25B | $3.25B | — |
Fiscal years end Jun. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (BR)
P/E 17.9x · P/S 2.7x · EV/EBITDA 16.0x · EV/Sales 3.1x · P/FCF 15.7x · P/B 7.1x · FCF yield 6.36% · Earnings yield 5.59% · Dividend yield (paid, TTM) 2.21% · Buyback yield (TTM) 3.00% · Net debt $2.85B · EV $23.0B
P/E at fiscal year-ends: Jun 2026 14.3x, Jun 2025 34.2x, Jun 2024 33.6x.
Superinvestors (SEC 13F-HR, Q2 2026) (BR)
2 of 80 tracked investors hold BR. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Yacktman Asset Management | 1.49% | $120M | New position | |
| Jensen Investment Management | 1.26% | $52.1M | Reduced -55.6% |
Insider sales (SEC Form 4, open-market, last ~7 months) (BR)
0 of 2 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Carey Thomas P | Corporate VP | 2,501 | $400K | 22.1% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-06-04 | Jarkowski Hope M. | Chief Legal Officer | 1,966 | $305K | 99.9% | No | Too little history (no open-market trades in 2023 or 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (BR)
Consensus Buy (mean 2.00 on a 1–5 scale), 9 analysts; mean target USD 213.38 (low 176, high 250).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-27 | DA Davidson | Maintained | Buy | $214 |
| 2026-08-31 | RBC Capital | Target raised | Outperform | $225 → $226 |
| 2026-08-06 | Morgan Stanley | Target raised | Equal-Weight | $169 → $176 |
| 2026-08-05 | RBC Capital | Target raised | Outperform | $200 → $225 |
Total return (dividends reinvested) (BR)
| 1Y (from 2025-10-30) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | -17.6% | +9.3% |
| S&P 500 (SPY) | +14.4% | +79.1% |
| Per year | -17.6% | +1.8% |
| Volatility (annualized) | 29.8% | 24.6% |
| Max drawdown | -40.7% (Dec 2025→Jun 2026) | -47.2% (Aug 2025→Jun 2026) |
BR earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Aug 4, 2026 | Quarter ended Jun 30, 2026 | $3.82 | $3.76 | Beat +1.6% | +3.9% |
| Apr 30, 2026 | Quarter ended Mar 31, 2026 | $2.72 | $2.60 | Beat +4.6% | -3.4% |
| Feb 3, 2026 | Quarter ended Dec 31, 2025 | $1.59 | $1.36 | Beat +16.9% | -4.1% |
| Nov 4, 2025 | Quarter ended Sep 30, 2025 | $1.51 | $1.25 | Beat +20.8% | -1.2% |
| Aug 5, 2025 | — | — | — | — | +7.4% |
| May 1, 2025 | — | — | — | — | -3.9% |
| Jan 31, 2025 | — | — | — | — | -0.2% |
| Nov 5, 2024 | — | — | — | — | +4.7% |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
BR recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 23, 2026 | 8-K | Other material event “On September 29, 2026, Broadridge Financial Solutions, Inc. (the "Company") moved its headquarters to 605 Third Avenue, New York, New York 10158. The Company's telephone number has changed to: (212) 918-6900.” |
| Sep 29, 2026 | DEFA14A | Additional proxy material |
| Sep 29, 2026 | DEF 14A | Proxy statement (pay, board, votes) · period ended Nov 10, 2026 |
| Aug 4, 2026 | 10-K | Annual report · period ended Jun 30, 2026 |
| Aug 4, 2026 | 8-K | Quarterly results; Other material event “On August 3, 2026, Broadridge's Board of Directors (the "Board") declared a quarterly dividend of $1.09 per share payable on October 5, 2026 to stockholders of record on September 3, 2026. This declaration reflects the Board's approval of a 12% increase in the annual dividend from $3.90 to $4.36 per share, subject to the discretion of the Board to declare quarterly dividends. A copy of the press release announcing this dividend declaration is attached hereto as Exhibit 99.1 On August 3, 2026, the Board authorized…” |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
BR revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Total Reportable Segments | $2.22B | 100.0% | +7.5% |
| Investor Communication Solutions | $1.73B | 78.0% | +8.2% |
| Global Technology and Operations | $1.45B | 65.1% | +211.0% |
| Total revenue | $2.22B | 100% | — |
BR revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Recurring revenues | $1.54B | 69.5% | +8.3% |
| — Distribution revenues (part of Recurring revenues) | $606.5M | 27.3% | +7.7% |
| — Recurring Fee Revenue Regulatory (part of Recurring revenues) | $589.6M | 26.6% | +14.4% |
| — Recurring Fee Revenue Customer Communications (part of Recurring revenues) | $177.2M | 8.0% | +0.7% |
| — Recurring Fee Revenue Data Driven Fund Solutions (part of Recurring revenues) | $130.1M | 5.9% | +6.7% |
| — Event Driven Revenue Equity & Other (part of Recurring revenues) | $40.1M | 1.8% | +4.4% |
| Recurring Fee Revenue Investor Communication Solutions | $1.05B | 47.5% | +10.0% |
| — Recurring Fee Revenue Global Technology & Operations (part of Recurring Fee Revenue Investor Communication Solutions) | $487.6M | 22.0% | +4.9% |
| — Recurring Fee Revenue Capital Markets (part of Recurring Fee Revenue Investor Communication Solutions) | $307.1M | 13.8% | +7.6% |
| — Recurring Fee Revenue Issuer (part of Recurring Fee Revenue Investor Communication Solutions) | $157.9M | 7.1% | +8.3% |
| — Event Driven Revenue Investor Communication Solutions (part of Recurring Fee Revenue Investor Communication Solutions) | $71.0M | 3.2% | -10.1% |
| — Event Driven Revenue Mutual Funds (part of Recurring Fee Revenue Investor Communication Solutions) | $31.0M | 1.4% | -23.8% |
| Recurring Fee Revenue Wealth & Investment Management | $180.5M | 8.1% | +0.7% |
| Event-driven revenues | $71.0M | 3.2% | -10.1% |
| Total revenue | $2.22B | 100% | — |
BR revenue by region (fiscal year ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| UNITED STATES | $6.37B | 85.3% | +7.9% |
| CANADA | $544.4M | 7.3% | +17.4% |
| UNITED KINGDOM | $493.6M | 6.6% | +6.2% |
| Others | $64.1M | 0.9% | +19.6% |
| Total revenue | $7.48B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
BR customer concentration
In the period ended Jun 30, 2026, a single direct customer accounted for 7% of revenue, per the company's 10-K filed Aug 4, 2026. The company does not name it.
BR analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.37 | $1.52 | -9.7% | $1.65B | 8 |
| Next quarter (ends Dec 2026) | $1.78 | $1.75 | +1.9% | $1.79B | 8 |
| Current fiscal year (ends Jun 2027) | $10.55 | $10.42 | +1.3% | $7.86B | 9 |
| Next fiscal year (ends Jun 2028) | $11.57 | $11.45 | +1.1% | $8.24B | 9 |
BR options: expected move
Options price a move of about ±8.4% (±$15.05) by Nov 20, 2026, which includes earnings on Nov 3, 2026. Over the last 8 reports the stock moved ±3.6% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 22 | 42.6% | ±8.4% |
| Dec 18, 2026 | 50 | 35.7% | ±10.7% |
| Mar 19, 2027 | 141 | 32.4% | ±16.1% |
| Jun 17, 2027 | 231 | 32.0% | ±20.2% |
30-day implied volatility 38.7% vs 25% realized over the last 30 trading days. Put/call ratio (volume) 1.77. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 21:26 UTC)
| Price | USD 178.14 |
|---|---|
| Change | ▲ 0.66% (up) |
| Previous Close | USD 176.97 |
| Open | USD 177.19 |
| Day Range | USD 176.76 – 179.46 |
| 52-Week Range | USD 133.83 – 233.1 |
| Volume | 621,188 shares |
| Market Cap | $20.11B |
| Exchange | NYQ |
Technical Analysis (BR)
Nexqual's technical model rates BR "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 29, 2026 at 21:26 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 56.02 (neutral) |
| vs SMA50 | Above (USD 171.63) |
| MACD | 3.68 (positive) |
Analyst Ratings (BR)
Wall Street analysts rate BR "Buy" based on 9 analysts, with a mean price target of USD 213.38 (range USD 176–250), per Nexqual as of October 29, 2026 at 21:26 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 9 |
| Mean Target | USD 213.38 |
| High Target | USD 250 |
| Low Target | USD 176 |
| Buy / Hold / Sell | 5 / 4 / 0 |
Earnings (BR)
| Next Earnings Date | 2026-11-03 |
|---|---|
| EPS Estimate | USD 1.37 |
| Revenue Estimate | $1.65B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 3.82 vs est 3.76 ▲ beat |
| 2026-03-31 | USD 2.72 vs est 2.6 ▲ beat |
| 2025-12-31 | USD 1.59 vs est 1.36 ▲ beat |
| 2025-09-30 | USD 1.51 vs est 1.25 ▲ beat |
Source: Nexqual, October 29, 2026 at 21:26 UTC.
Financials & Fundamentals (BR)
| Total Revenue | $7.48B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +7.50% |
| Gross Margin | +31.78% |
| Operating Margin | +24.61% |
| Profit Margin | +15.04% |
| ROE | +40.92% |
| Debt / Equity | 1.24 |
| Current Ratio | 1.24 |
| Total Cash | $403.80M |
| Total Debt | $3.52B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $1.28B (17.1% of revenue) |
Source: Nexqual, October 29, 2026 at 21:26 UTC.
Financial Health Score (BR)
Nexqual rates Broadridge Financial Solutions, Inc.'s overall financial health "Solid" across five dimensions, as of October 29, 2026 at 21:26 UTC.
| Growth | Solid — Revenue +6% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 32%, operating 17% (last 4 quarters to Jun 2026, SEC) |
| Balance Sheet | Mixed — $404M cash and investments vs $3.25B debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $1.28B (last 4 quarters to Jun 2026, SEC), 17% margin |
| Efficiency | Strong — ROE 40%, ROA 12.6% (last 4 quarters, SEC) |
Ownership (BR)
| Insider Ownership | +0.34% |
|---|---|
| Institutional Ownership | +99.21% |
| Shares Outstanding | 112.90M |
| Float | 113.47M |
| Short % of Float | +2.69% |
Source: Nexqual, October 29, 2026 at 21:26 UTC.
Leadership (BR)
Broadridge Financial Solutions, Inc. is led by Timothy C. Gokey, CEO, Executive Officer & Executive Director, per Nexqual as of October 29, 2026 at 21:26 UTC.
| CEO, Executive Officer & Executive Director | Timothy C. Gokey |
|---|---|
| President, Director & Executive Officer | Christopher J. Perry |
| Executive Officer, President of GTO and Global Head of Product & Technology | Thomas P. Carey |
| President of Investor Communication Solutions & Executive Officer | Douglas R. DeSchutter |
| Chief Operating Officer | Roz Smith |
Major Backers & Investors (BR)
Notable institutional backers of Broadridge Financial Solutions, Inc. include Charles Schwab Investment Management, Inc., Charles Schwab, Alliancebernstein L.P., according to Nexqual as of October 29, 2026 at 21:26 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Charles Schwab Investment Management, Inc. | 3.28% |
| Charles Schwab | 2.47% |
| Alliancebernstein L.P. | 2.18% |
| Morgan Stanley | 1.9% |
| Invesco | 1.8% |
| Jupiter Topco LLC | 1.69% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 12.09% |
| BlackRock | 9.53% |
| State Street | 5.06% |
| Geode Capital | 2.93% |
Source: Nexqual, October 29, 2026 at 21:26 UTC.
From Broadridge Financial Solutions, Inc.'s Latest SEC 10-K Filing (filed 2026-08-04)
Key Strengths & Strategy (as disclosed to the SEC)
- We perform services for healthcare companies and are, therefore, subject to compliance with laws and regulations regarding healthcare information, including in the U.S., the Health Insurance Portability and Accountability Act of 1996 ("HIPAA").
- Through our integrated solutions and scalable infrastructure, we believe we are best positioned to address them.
- In fiscal year 2026, we: •managed proxy voting for over 1 billion equity proxy positions; •processed over 8 billion investor and customer communications through print and digital channels; •processed on average over $18 trillion in tokenized and traditional securities trades per day; •provided fixed income trade processing services to 22 of the 26 primary dealers of fixed income securities in the U.S.; and •provided services to the 15 largest U.S. wealth providers.
- Our technology is a global solution, processing trades, clearance and settlement in more than 100 markets.
Legal & Regulatory Risks (Item 1A, quoted)
- Our clients are subject to complex laws and regulations, and new laws or regulations and/or changes to existing laws or regulations could impact our clients and, in turn, adversely impact our business or may reduce our profitability.
- Our business and results of operations may be adversely affected if we do not comply with legal and regulatory requirements that apply to our services or businesses, and new laws or regulations and/or changes to existing laws or regulations to which we are subject may adversely affect our ability to conduct our business or may reduce our profitability.
- The inability to properly perform our services or operational errors in the performance of our services could lead to liability for claims, client loss and result in reputational damage.
- Our products and services, and the products and services provided to us by third parties, may infringe upon intellectual property rights of third parties, and any infringement claims, whether initiated by or against us, could require us to incur substantial costs, distract our management, or prevent us from conducting our business.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 21:26 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt