Inside the research

Broadridge Financial Solutions, Inc.

BR Research profile · latest available data

Price overview

$163.77

▲ +1.11 (+0.7%)

52w hi$232.85
52w lo$134.61
Vol838.70K
As of25 Sep 2026

The Verdict

Hold

Our score +0.36

Short-0.10
Medium+0.64
Long+0.70

computed 2026-09-27

Key fundamentals

Broadridge Financial Solutions, Inc.

Technology · Information Technology Services

Market cap$18.67B
Enterprise value$21.79B
Trailing P/E17.06x
Forward P/E14.15x
EV / EBITDA12.04x
P / S (ttm)2.53x
Profit margin15.0%
Return on equity40.9%
Revenue growth+7.5%
Earnings growth+8.4%
Debt / equity123.94

Layer Breakdown

LayerRawContribution
Fundamental+0.28
Sector+0.19
Technical+0.04
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

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.

United States · www.broadridge.com

Risk Metrics

Beta vs SPX0.48
Corr SPX0.30
Annual vol25.6%
Annual ret-8.7%
Sharpe-0.34
Max DD-49.3%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$206.50
High / Low$255.00 / $165.00
Median$207.00
Analysts8
Strong Buy3
Buy2
Hold4
Sell0
Strong Sell0

Recent rating actions

2026-05-05DA Davidson→ Buy
2026-05-04UBS→ Neutral
2026-05-01RBC Capital→ Outperform
2026-05-01Needham→ Buy
2026-04-22DA Davidson→ Buy
2026-04-06Needham→ Buy

Material Events

DateEvent8-K
2026-08-04Earnings Release, Other Material Eventread
2026-06-10Officer / Director Change, Exhibitsread
2026-05-21Other Material Event, Exhibitsread
2026-05-15Material Agreement, Material Obligation…read
2026-05-06Material Agreement, Other Material Event…read
2026-05-06Reg FD Disclosure, Exhibitsread
2026-04-30Earnings Release, Exhibitsread
2026-03-06Other Material Event, Exhibitsread
2026-02-09Reg FD Disclosure, Exhibitsread
2026-02-03Earnings Release, Exhibitsread
2026-02-03Officer / Director Change, Exhibitsread
2025-11-14Shareholder Vote, Exhibitsread

Dividends

Yield (TTM)1.19%
$ / share (TTM)$1.95
5y CAGR+10.7%

Annual dividend per share

2021$2.43
2022$2.73
2023$3.05
2024$3.36
2025$3.71
2026$0.97

SEC Filings

DateFormDoc
2026-08-144view
2026-08-144view
2026-08-144view
2026-08-144view
2026-08-144view
2026-08-144view
2026-08-115view
2026-08-0410-Kview
2026-08-048-Kview
2026-08-033view
2026-07-064view
2026-07-064view
2026-07-064view
2026-07-064view
2026-07-064view

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
Revenue$6.89B+8.5%
Gross profit$1.26B+35.0%
Operating income$936.40M+8.0%
Net income$698.10M+33.4%
Cash from ops$1.17B+7.8%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$162.10$165.77$161.60$163.77838.70K
Sep 24$163.74$165.29$161.75$162.66963.10K
Sep 23$162.62$165.29$161.83$163.45824.50K
Sep 22$166.77$166.80$162.20$163.02799.20K
Sep 21$163.99$165.05$162.30$164.621.08M

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