Val
—
Gro
—
Qua
—
Mom
—
Sta
—
Cap—
P/SN/A
P/E—
Fwd P/E15.29
PEG1.05
52W— – —
RSI—
Target$206.5 (+29.7%)
Beta0.90
Div2.41%
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RSI (14)
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Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; and provides fund manager and a range of other regulatory communication solutions. The segment 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 and exchange-traded funds trade processing services; data and analytics solutions; annual SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The 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.
52-Week Range
52W Low
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52W High
Position in Range
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RSI (14)
0 · Oversold
RSI 65
Overbought · 100
Signal
Neutral
EMA Price Levels
Volume Analysis
Momentum Dashboard
Trend Strength
Detected Patterns
1Bullish
3Bearish
0Neutral
▲ Bull Flag — Breakout after +10% pole — bullish continuation
▼ Bear Flag — Breakdown after -9% pole — bearish continuation
▼ Bear Flag — Breakdown after -8% pole — bearish continuation
▼ Double Top — Two peaks ~$161.50 — bearish reversal confirmed
View overlays on the price chart via Chart tab → Pattern Overlays.
EPS — History & Forecast
Estimate
Beat
Miss
Forecast
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Revenue — History & Forecast
Revenue
Forecast
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EPS Beat Rate
100%
8/8 quarters
Wall Street Consensus
BUY
BuyHoldSell
Price Target Range
$206.5
+29.7% upside
Low $165
—
High $255
Consensus
Current price
Wall Street Analyst Ratings
| Firm | Rating | Change | Action | Date |
|---|---|---|---|---|
| DA Davidson | Buy | — | ↔ Maintain | 2026-05-05 |
| UBS | Neutral | — | ↔ Maintain | 2026-05-04 |
| RBC Capital | Outperform | — | ↔ Maintain | 2026-05-01 |
| Needham | Buy | — | ↔ Maintain | 2026-05-01 |
| JP Morgan | Neutral | — | ↔ Maintain | 2026-02-04 |
| Morgan Stanley | Equal-Weight | — | ↔ Maintain | 2025-11-05 |
DA Davidson
2026-05-05
Buy
↔ Maintain
UBS
2026-05-04
Neutral
↔ Maintain
RBC Capital
2026-05-01
Outperform
↔ Maintain
Needham
2026-05-01
Buy
↔ Maintain
JP Morgan
2026-02-04
Neutral
↔ Maintain
Morgan Stanley
2025-11-05
Equal-Weight
↔ Maintain
Profitability
Gross Margin
31.31%TTM
Op. Margin
18.40%TTM
ROE
42.31%TTM
Rev. Growth
7.80%YoY
Free Cash Flow
1.19BTTM
FCF Yield
—TTM
Balance Sheet
Debt / Equity
120.88MRQ
Current Ratio
0.94MRQ
Cash
305.60MMRQ
Total Debt
3.41BMRQ
Net Debt
—MRQ
Income
Div. Yield
2.41%TTM
Annual Rate
3.90Fwd
Payout Ratio
40.70%TTM
Dividend History
Payout Ratio (TTM): 40.70%
| Date | Amount / Share | Yield at Payment |
|---|---|---|
| 2026-06-12 | $0.9750 | 0.67% |
| 2026-03-16 | $0.9750 | 0.55% |
| 2025-12-12 | $0.9750 | 0.43% |
| 2025-09-11 | $0.9750 | 0.39% |
| 2025-06-12 | $0.8800 | 0.37% |
| 2025-03-13 | $0.8800 | 0.40% |
| 2024-12-13 | $0.8800 | 0.39% |
| 2024-09-12 | $0.8800 | 0.43% |
| 2024-06-14 | $0.8000 | 0.42% |
| 2024-03-14 | $0.8000 | 0.42% |
| 2023-12-14 | $0.8000 | 0.43% |
| 2023-09-14 | $0.8000 | 0.45% |
| 2023-06-14 | $0.7250 | 0.48% |
| 2023-03-14 | $0.7250 | 0.56% |
| 2022-12-14 | $0.7250 | 0.55% |
| 2022-09-14 | $0.7250 | 0.47% |
| 2022-06-14 | $0.6400 | 0.51% |
| 2022-03-14 | $0.6400 | 0.48% |
| 2021-12-14 | $0.6400 | 0.39% |
| 2021-09-14 | $0.6400 | 0.41% |
| 2021-06-14 | $0.5750 | 0.39% |
| 2021-03-12 | $0.5750 | 0.44% |
| 2020-12-14 | $0.5750 | 0.43% |
| 2020-09-14 | $0.5750 | 0.47% |
| 2020-06-11 | $0.5400 | 0.50% |
| 2020-03-12 | $0.5400 | 0.63% |
| 2019-12-12 | $0.5400 | 0.51% |
| 2019-09-12 | $0.5400 | 0.49% |
| 2019-06-13 | $0.4850 | 0.42% |
| 2019-03-14 | $0.4850 | 0.53% |
| 2018-12-13 | $0.4850 | 0.56% |
| 2018-09-17 | $0.4850 | 0.41% |
| 2018-06-14 | $0.3650 | 0.36% |
| 2018-03-14 | $0.3650 | 0.39% |
| 2017-12-14 | $0.3650 | 0.47% |
| 2017-09-14 | $0.3650 | 0.54% |
| 2017-06-13 | $0.3300 | 0.51% |
| 2017-03-10 | $0.3300 | 0.56% |
| 2016-12-12 | $0.3300 | 0.60% |
| 2016-09-13 | $0.3300 | 0.57% |
How BR Makes Its Money
Cash Flow Breakdown
Quarterly Metrics
| Quarter | Revenue | Rev YoY | Gross Profit | Op. Income | Net Income | Net YoY | Gross % | Op % | Net % |
|---|
Full Key Statistics
Valuation
| Market Cap | N/A |
| Enterprise Value | 21.51B |
| Trailing P/E | 16.92 |
| Forward P/E | 15.29 |
| PEG Ratio (5yr) | 1.05 |
| Price/Sales (ttm) | N/A |
| Price/Book (mrq) | 6.53 |
| EV/Revenue | 2.94 |
| EV/EBITDA | 12.21 |
Share Statistics
| Avg Vol (3m) | 1.48M |
| Shares Outstanding | N/A |
| Float | 115.12M |
| % Held by Insiders | 0.47% |
| % Held by Institutions | 98.85% |
| Short Ratio | 2.56 |
| Short % of Float | 3.97% |
Profitability
| Gross Margin | 31.31% |
| Operating Margin (ttm) | 18.40% |
| Profit Margin | 15.03% |
| Return on Assets (ttm) | 9.17% |
| Return on Equity (ttm) | 42.31% |
Income Statement
| Revenue (ttm) | 7.32B |
| Revenue Growth (yoy) | 7.80% |
| Gross Profit (ttm) | 2.29B |
| EBITDA | 1.76B |
| Net Income (ttm) | 1.10B |
| Diluted EPS (ttm) | 9.41 |
| EPS Growth (yoy) | 15.10% |
Balance Sheet
| Total Cash (mrq) | 305.60M |
| Total Debt (mrq) | 3.41B |
| Debt / Equity (mrq) | 120.88 |
| Current Ratio (mrq) | 0.94 |
| Book Value / Share | 24.36 |
| Operating CF (ttm) | 1.37B |
| Free Cash Flow (ttm) | 1.19B |
Trading & Dividends
| Beta (5Y) | 0.90 |
| 50-Day MA | 146.70 |
| 200-Day MA | 184.74 |
| Fwd Dividend Yield | 247.00% |
| Payout Ratio | 40.70% |
Ownership Breakdown
Institutional 98.85%
Insider 0.47%
Public 0.7%
Short Interest
3.97% of float
Moderate
Institutional 13F Holdings
Famous investors who disclosed a position in BR in their latest SEC 13F filing.
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Insider Transactions
| Date | Insider | Role | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-02 | FLOWERS MELVIN L | Director | Stock Award(Grant) at price 0.00 per share. | 18 | — |
| 2026-07-02 | MURRAY EILEEN K. | Director | Stock Award(Grant) at price 0.00 per share. | 38 | — |
| 2026-07-02 | ZAVERY AMIT | Director | Stock Award(Grant) at price 0.00 per share. | 60 | — |
| 2026-07-02 | NAZARETH ANNETTE L. | Director | Stock Award(Grant) at price 0.00 per share. | 39 | — |
| 2026-07-02 | MARKUS MAURA A | Director | Stock Award(Grant) at price 0.00 per share. | 134 | — |
| 2026-07-02 | MOSCONI PATRICIA ANN | Director | Stock Award(Grant) at price 0.00 per share. | 3 | — |
| 2026-07-02 | DUELKS ROBERT N | Director | Stock Award(Grant) at price 0.00 per share. | 143 | — |
| 2026-06-26 | GHEI ASHIMA | Chief Financial Officer | 2,509 | — | |
| 2026-06-10 | MURRAY EILEEN K. | Director | Stock Award(Grant) at price 0.00 per share. | 445 | — |
| 2026-06-10 | ZAVERY AMIT | Director | Stock Award(Grant) at price 0.00 per share. | 206 | — |
| 2026-06-10 | NAZARETH ANNETTE L. | Director | Stock Award(Grant) at price 0.00 per share. | 206 | — |
| 2026-06-10 | MOSCONI PATRICIA ANN | Director | Stock Award(Grant) at price 0.00 per share. | 206 | — |
| 2026-06-10 | MARKUS MAURA A | Director | Stock Award(Grant) at price 0.00 per share. | 239 | — |
| 2026-06-04 | JARKOWSKI HOPE M. | Officer | Sale at price 155.00 per share. | 1,966 | $304,720 |
| 2026-04-08 | FLOWERS MELVIN L | Director | Stock Award(Grant) at price 0.00 per share. | 16 | — |
| 2026-04-08 | MURRAY EILEEN K. | Director | Stock Award(Grant) at price 0.00 per share. | 29 | — |
| 2026-04-08 | KELLER BRETT A | Director | Stock Award(Grant) at price 0.00 per share. | 80 | — |
| 2026-04-08 | ZAVERY AMIT | Director | Stock Award(Grant) at price 0.00 per share. | 51 | — |
| 2026-04-08 | NAZARETH ANNETTE L. | Director | Stock Award(Grant) at price 0.00 per share. | 33 | — |
| 2026-04-08 | MARKUS MAURA A | Director | Stock Award(Grant) at price 0.00 per share. | 116 | — |
| 2026-04-08 | MOSCONI PATRICIA ANN | Director | Stock Award(Grant) at price 0.00 per share. | 2 | — |
| 2026-04-08 | DUELKS ROBERT N | Director | Stock Award(Grant) at price 0.00 per share. | 127 | — |
| 2026-04-07 | MURRAY EILEEN K. | Director | Stock Award(Grant) at price 0.00 per share. | 384 | — |
| 2026-04-07 | KELLER BRETT A | Director | Stock Award(Grant) at price 0.00 per share. | 177 | — |
| 2026-04-07 | ZAVERY AMIT | Director | Stock Award(Grant) at price 0.00 per share. | 177 | — |
FLOWERS MELVIN L
Director
Stock Award(Grant) at price 0.00 per share.
2026-07-02
18 sh
—
MURRAY EILEEN K.
Director
Stock Award(Grant) at price 0.00 per share.
2026-07-02
38 sh
—
ZAVERY AMIT
Director
Stock Award(Grant) at price 0.00 per share.
2026-07-02
60 sh
—
NAZARETH ANNETTE L.
Director
Stock Award(Grant) at price 0.00 per share.
2026-07-02
39 sh
—
MARKUS MAURA A
Director
Stock Award(Grant) at price 0.00 per share.
2026-07-02
134 sh
—
MOSCONI PATRICIA ANN
Director
Stock Award(Grant) at price 0.00 per share.
2026-07-02
3 sh
—
DUELKS ROBERT N
Director
Stock Award(Grant) at price 0.00 per share.
2026-07-02
143 sh
—
GHEI ASHIMA
Chief Financial Officer
2026-06-26
2,509 sh
—
MURRAY EILEEN K.
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-10
445 sh
—
ZAVERY AMIT
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-10
206 sh
—
NAZARETH ANNETTE L.
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-10
206 sh
—
MOSCONI PATRICIA ANN
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-10
206 sh
—
MARKUS MAURA A
Director
Stock Award(Grant) at price 0.00 per share.
2026-06-10
239 sh
—
JARKOWSKI HOPE M.
Officer
Sale at price 155.00 per share.
2026-06-04
1,966 sh
$304,720
FLOWERS MELVIN L
Director
Stock Award(Grant) at price 0.00 per share.
2026-04-08
16 sh
—
MURRAY EILEEN K.
Director
Stock Award(Grant) at price 0.00 per share.
2026-04-08
29 sh
—
KELLER BRETT A
Director
Stock Award(Grant) at price 0.00 per share.
2026-04-08
80 sh
—
ZAVERY AMIT
Director
Stock Award(Grant) at price 0.00 per share.
2026-04-08
51 sh
—
NAZARETH ANNETTE L.
Director
Stock Award(Grant) at price 0.00 per share.
2026-04-08
33 sh
—
MARKUS MAURA A
Director
Stock Award(Grant) at price 0.00 per share.
2026-04-08
116 sh
—
MOSCONI PATRICIA ANN
Director
Stock Award(Grant) at price 0.00 per share.
2026-04-08
2 sh
—
DUELKS ROBERT N
Director
Stock Award(Grant) at price 0.00 per share.
2026-04-08
127 sh
—
MURRAY EILEEN K.
Director
Stock Award(Grant) at price 0.00 per share.
2026-04-07
384 sh
—
KELLER BRETT A
Director
Stock Award(Grant) at price 0.00 per share.
2026-04-07
177 sh
—
ZAVERY AMIT
Director
Stock Award(Grant) at price 0.00 per share.
2026-04-07
177 sh
—