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Broadridge Financial Solutions (BR) Stock Price & Analysis
BR Stock Chart & Stats
- Day’s Range
- $186.73 - $191.94
- 52-Week Range
- $133.83 - $233.10
- Previous Close
- $193.92
- Volume
- N/A
- Average Volume (3M)
- 911.42K
- Market Cap
- $21.54B
- Enterprise Value
- $21.73B
- Total Cash (Recent Filing)
- $284.10M
- Total Debt (Recent Filing)
- $3.60B
- Price to Earnings (P/E)
- 20.9
- Beta
- 0.58
- Next Earnings
- Feb 04, 2027 (Est.)
- EPS Estimate
- 1.56
- Last Dividend Ex-Date
- Sep 03, 2026
- Dividend Yield
- 2.11%
Bulls Say, Bears Say
Bulls Say
Recurring Revenue Growth
Strong organic recurring-revenue growth shows continued demand for Broadridge’s embedded financial infrastructure and governance services. Because these offerings support essential client workflows, sustained adoption can provide a durable base for reinvestment, operating leverage, and multi-quarter earnings growth.
Cash Generation
Broadridge’s substantial and improving cash generation strengthens its ability to fund technology investment, acquisitions, dividends, and repurchases internally. Free cash flow that broadly tracks net income also supports earnings quality and gives management flexibility through changing market conditions.
Client Retention And Embedded Position
Very strong retention and net renewals above 100% indicate that Broadridge is deeply embedded in client operations and can expand existing relationships over time. This reduces dependence on constant new-customer acquisition while supporting recurring revenue durability and pricing or upsell opportunities.
Bears Say
Near-Term Margin Pressure
The margin decline shows that growth investments in platforms, tokenization, and AI are currently absorbing operating leverage from the recurring-revenue base. If this investment intensity persists, profitability expansion may lag revenue growth and create nearer-term pressure on earnings progression.
Meaningful Leverage
Although leverage has improved, debt above equity still limits financial flexibility relative to a less leveraged balance sheet. This can constrain the pace of acquisitions, shareholder returns, or technology investment if operating conditions weaken or cash demands rise over the next several quarters.
Event-Driven Revenue Normalization
The normalization of event-driven revenue creates a structural comparison headwind after the prior record quarter, making reported growth less favorable even as recurring revenue remains healthy. This mix shift can weigh on near-term revenue and earnings momentum across the next several quarters.
Broadridge Financial Solutions News
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Broadridge Financial Solutions Stock Smart Score
Company Description
Broadridge Financial Solutions
Broadridge Financial Solutions, Inc. delivers specialized technology and communication services designed for the financial sector. Its Investor Communication Solutions division is responsible for processing and disseminating proxy materials for equity securities and mutual funds, streamlining associated voting procedures. Furthermore, it circulates vital regulatory disclosures, details on class actions and corporate reorganizations, and comprehensive tax reporting services. Notable offerings include ProxyEdge, an electronic proxy delivery and voting system. The company also provides data-centric solutions and a holistic platform for content creation, management, and multi-channel delivery of regulatory, marketing, and transactional content, alongside mutual fund transaction processing and advanced data analysis tools. This segment offers tailored services for public companies and investment funds, encompassing support for SEC filings and capital market transactions, registrar functions, stock transfer, and meticulous record-keeping. It also develops integrated customer communication strategies, all powered by its Broadridge Communications Cloud platform for creating and managing client engagement. The Global Technology and Operations segment streamlines the entire transaction workflow, from initial order to final settlement, across a wide array of asset classes, such as equities, mutual funds, fixed income instruments, foreign exchange, and exchange-traded derivatives. Its services encompass areas like order capture and execution, trade confirmation, margin management, cash flow, clearance and settlement, reference data, reconciliations, securities financing, collateral management, asset servicing, regulatory compliance, portfolio accounting, and custody. This segment also provides outsourced business operations, sophisticated technological tools covering portfolio management, compliance adherence, fee billing, and overarching operational support, as well as specialized solutions for capital markets and wealth management firms. Established in 1962, the company maintains its headquarters in Lake Success, New York.
- Sector
- General
- Industry
- Information Technology Services
- CEO
- Timothy C. Gokey
- Employees
- 16,000
- Website
- www.broadridge.com
- Address
- 5 Dakota Drive, Lake Success, NY, 11042, US
Broadridge Financial Solutions (BR) Earnings & Revenues
BR Company Deck
BR Earnings Call
Earnings Call SentimentPositive
The call was strongly positive overall. Broadridge reported double-digit recurring revenue growth, healthy position and trade-volume trends, strong free cash flow, AI savings, robust sales, and reaffirmed full-year guidance. The main negatives were the 200-basis-point year-over-year margin decline, lower event-driven revenue, a $40 million non-cash digital asset loss, a $15 million restructuring charge, and near-term margin and EPS timing pressure. Highlights significantly outweighed the lowlights.
View all BR earnings summariesBR Net sales Breakdown
- 74.37% Investor Communication Solutions
- 25.63% Global Technology and Operations
BR Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 15 | 3 | 4 |
| Technical Analysis | 3 | 3 | 4 |
| Moving Averages | 12 | 0 | 0 |














