Broadridge Financial Solutions (BR)
Processes proxy communications and powers front-to-back trading, wealth, and investment-management workflows.
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Provides shareholder communications, proxy voting, issuer and fund services, and technology for capital-markets and wealth workflows. Revenue is anchored by recurring services in the larger Investor Communication Solutions segment, with additional transaction-, event-, and distribution-linked fees.
Runs two financial-infrastructure segments: Investor Communication Solutions and Global Technology and Operations. The larger communications segment handles proxy distribution and voting, regulatory and fund communications, issuer disclosure and transfer-agency work, data-driven fund services, and digital or print customer communications across North America and international markets.
Automates front-to-back capital-markets processing, trading connectivity, and wealth and investment-management workflows through the technology segment. Its platforms cover order capture, execution, confirmation, clearing, settlement, books and records, portfolio accounting, custody-related services, and regulatory reporting across global markets. The operating model combines recurring software and processing revenue with transaction-, event-, and distribution-linked fees. Results depend on securities positions and trading activity, corporate events, market regulation, client outsourcing, and reliable handling of sensitive data.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 31, 2026 | RBC Capital | Reiterate | Rating: —Target: $225 | Target: $226 |
| Aug 17, 2026 | UBS | Reiterate | Rating: —Target: $165 | Target: $180 |
| Aug 6, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $169 | Target: $176 |
| Aug 5, 2026 | RBC Capital | Reiterate | Rating: —Target: $200 | Target: $225 |
| Jun 22, 2026 | RBC Capital | Reiterate | Rating: —Target: $245 | Target: $200 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $402.9M · Total debt $3.52B · Total assets $8.95B · Shareholders' equity $2.84B
- Revenue
- $2.22B
- Operating income
- $546.2M
- Net income
- $398.0M
HistoryDividendAnnual yield
| Institutions | 97.93% | 111.66M shares | |
|---|---|---|---|
| 1,034 holders · as of Jun 30, 2026 | |||
| Insiders | 0.50% | 575.0K shares | |
| 19 holders · as of Aug 14, 2026 | |||
| Strategic holders | 9.32% | 10.63M shares | |
| 1 holder · as of Jan 25, 2023 | |||
| Adds to | 107.75% | ||
114.02M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 107.75%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.44% | 10.76M | as of Jun 30, 2026 |
BlackRock, Inc.Strategic | 9.32% | 10.63M | filed Jan 25, 2023 |
Vanguard Capital Management LLCInstitution | 6.63% | 7.55M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.35% | 6.10M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.01% | 5.71M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 6, 2026 | Robert N. Duelks | director | −506 | $192.60 |
| Jun 4, 2026 | Hope M. Jarkowski | officer: Chief Legal Officer | −1,966 | $155.00 |
| Mar 6, 2026 | Timothy C. Gokey | director, officer: CEO | +5,300 | $194.49 |
| Dec 3, 2025 | Thomas P. Carey | officer: Corporate VP | −10,214 | $229.26 |
| Nov 18, 2025 | Christopher John Perry | officer: President | −3,984 | $226.00 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Broadridge Financial Solutions | $163.17 | +0.09% | $18.85B | 16.9 | 15.4 | 2.5 | +7.5% |
| SS&C Technologies | $79.41 | +0.19% | $18.60B | 22.8 | 10.6 | 2.8 | +10.4% |
| FIS | $34.46 | −1.43% | $18.08B | 5.4 | 5.4 | 1.5 | +29.1% |
| Donnelley Financial Solutions | $48.31 | −0.38% | $1.19B | 33.4 | 9.1 | 1.5 | +2.8% |
| Nasdaq | $96.45 | +2.06% | $52.82B | 27.6 | 22.1 | 6.1 | −28.2% |
| SEI Investments | $104.95 | +1.15% | $12.45B | 18.3 | 15.8 | 5.1 | +14.7% |
| Median | 22.8 | 10.6 | 2.8 | +10.4% |