Val
—
Gro
—
Qua
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Mom
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Sta
—
Cap—
P/S2.56
P/E—
Fwd P/E14.49
PEG1.95
52W— – —
RSI—
Target$213.38 (+27.2%)
Beta0.91
Div2.32%
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RSI ()
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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; provides fund manager; and various other regulatory communication solutions. The segment also offers ProxyEdge, an institutional voting platform that allows institutional investors to view, manage, and vote multi-custodial holdings, as well as third party vote recommendations; data-driven analytics solutions; international corporate governance solutions; fiduciary-focused learning and development, software and technology, and data and analytics services, as well as automated mutual fund and exchange-traded funds trade processing; content management and omni-channel distribution platform; corporate solutions that revolve around shareholder meetings and proxy, corporate governance, regulatory filings and disclosure, and stock transfer services; corporate issuer solutions; and customer communications solutions. 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.
Signal
Trend Strength
Price Levels
52-Week Range
52W Low
—
52W High
Position in Range
—
RSI (14)
0 · Oversold
RSI 43
Overbought · 100
Signal
Neutral
EMA Price Levels
Activity & Patterns
Volume Analysis
Momentum Dashboard
Detected Patterns
5Bullish
5Bearish
0Neutral
Momentum Signals 10
▲ MACD Bullish Crossover
▲ MACD Bullish Crossover
▲ Bull Flag
▲ MACD Bullish Crossover
No major reversal patterns in the last 4 months — showing momentum signals only.
View overlays on the price chart via Overview 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
$213.38
+27.2% upside
Low $176
—
High $250
Consensus
Current price
Wall Street Analyst Ratings
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| Firm | Rating | Change | Action | Date |
|---|
Profitability
Gross Margin
31.78%Last 12 Months
Operating Margin
24.61%Last 12 Months
Return on Equity
40.92%Last 12 Months
Revenue Growth
7.50%Year over Year
Free Cash Flow
1.19BLast 12 Months
Free Cash Flow Yield
—Last 12 Months
Balance Sheet
Debt / Equity
123.94Most Recent Quarter
Current Ratio
1.24Most Recent Quarter
Cash
403.80MMost Recent Quarter
Total Debt
3.52BMost Recent Quarter
Net Debt
—Most Recent Quarter
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 | 19.13B |
| Enterprise Value | 22.24B |
| Trailing P/E | 17.51 |
| Forward P/E | 14.49 |
| PEG Ratio (5yr) | 1.95 |
| Price/Sales (ttm) | 2.56 |
| Price/Book (mrq) | 6.73 |
| EV/Revenue | 2.98 |
| EV/EBITDA | 12.30 |
Share Statistics
| Avg Vol (3m) | 1.32M |
| Shares Outstanding | 114.02M |
| Float | 113.49M |
| % Held by Insiders | 0.53% |
| % Held by Institutions | 98.08% |
| Short Ratio | 2.17 |
| Short % of Float | 2.94% |
Profitability
| Gross Margin | 31.78% |
| Operating Margin (ttm) | 24.61% |
| Profit Margin | 15.04% |
| Return on Assets (ttm) | 9.29% |
| Return on Equity (ttm) | 40.92% |
Income Statement
| Revenue (ttm) | 7.48B |
| Revenue Growth (yoy) | 7.50% |
| Gross Profit (ttm) | 2.38B |
| EBITDA | 1.81B |
| Net Income (ttm) | 1.12B |
| Diluted EPS (ttm) | 9.58 |
| EPS Growth (yoy) | 8.40% |
Balance Sheet
| Total Cash (mrq) | 403.80M |
| Total Debt (mrq) | 3.52B |
| Debt / Equity (mrq) | 123.94 |
| Current Ratio (mrq) | 1.24 |
| Book Value / Share | 24.92 |
| Operating CF (ttm) | 1.35B |
| Free Cash Flow (ttm) | 1.19B |
Trading & Dividends
| Beta (5Y) | 0.91 |
| 50-Day MA | 162.93 |
| 200-Day MA | 176.26 |
| Fwd Dividend Yield | 2.59% |
| Payout Ratio | 40.63% |
Income
Dividend Yield
2.32%Last 12 Months
Annual Rate
4.36Forward
Payout Ratio
40.63%Last 12 Months
Dividend History
Payout Ratio (Last 12 Months): 40.63%
Monthly Dividends
Ownership Breakdown
Institutional 98.08%
Insider 0.53%
Public 1.4%
Short Interest
2.94% of float
Low
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 | Price | Value |
|---|