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Broadridge Financial Solutions, Inc. Stock AnalysisComprehensive stock analysis for Broadridge Financial Solutions, Inc. (BR) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisBR
BR
Broadridge Financial Solutions, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
BR
Home🔹Stocks🔹Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions, Inc.

🇺🇸BR•NYSE

Broadridge Financial Solutions, Inc.

🇺🇸BR•NYSE
Market cap
$19.33B
Sentiment

Your view on BR

Mkt Cap
$19.33B
Sentiment
Your view
BR
Broadridge Financial Solutions, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
BR
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Broadridge Financial Solutions, Inc.

Industry
Information Technology Services
Sector
Technology
CEO
Christopher J. Perry
Headquarters
5 Dakota Drive, Lake Success, NY, US
Industry
Information Technology Services
Sector
Technology
CEO
Christopher J. Perry
Headquarters
5 Dakota Drive, Lake Success, NY, US
Description

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry.

The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and distributes regulatory reports, class action, and corporate action/reorganization event information, as well as tax reporting solutions.

It 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 trade processing services; data and analytics solutions; solutions for public corporations and mutual funds; 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 company's 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, clearance 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 management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for Broadridge Financial Solutions, Inc., and the rating behind it. BR last traded at $167.09, 17.1× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Broadridge Financial Solutions, Inc.. Starting points for Broadridge Financial Solutions, Inc.: P/E 17.1, EPS $9.78, beta 0.91 — an Information Technology Services name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Broadridge Financial Solutions, Inc.. Broadridge Financial Solutions, Inc. paid $4.01 per share over the last year — a 2.4% yield at the current $167.09 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Broadridge Financial Solutions, Inc.. Trailing twelve-month EPS for Broadridge Financial Solutions, Inc. stands at $9.78. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Broadridge Financial Solutions, Inc.. Broadridge Financial Solutions, Inc. has reported as a listed company since 2007. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Broadridge Financial Solutions, Inc. valued side by side against its closest peers. Broadridge Financial Solutions, Inc. is measured against Information Technology Services peers within the Technology sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold Broadridge Financial Solutions, Inc., and how their positions are changing. At a $19.33B market value, institutional positions materially move Broadridge Financial Solutions, Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by Broadridge Financial Solutions, Inc. executives and directors. Shares of Broadridge Financial Solutions, Inc. have traded between $212.33 and $271.91 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Broadridge Financial Solutions, Inc.. Broadridge Financial Solutions, Inc. is a $19.33B Technology company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Broadridge Financial Solutions, Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Broadridge Financial Solutions, Inc.. Coverage tracks Broadridge Financial Solutions, Inc. within Information Technology Services (Technology). Press releases and market coverage, newest first.

Peer companies

  • CDW — CDW Corporation
  • FLEX — Flex Ltd.
  • GIB — CGI Inc.
  • HPQ — HP Inc.
  • IT — Gartner, Inc.
  • JBL — Jabil Inc.
  • LDOS — Leidos Holdings, Inc.
  • TDY — Teledyne Technologies Incorporated

More Information Technology Services companies

  • EXT.AX — Excite Technology Services Limited
  • FCCN — Spectral Capital Corporation
  • FCTI — Fact, Inc.
  • FDBH — Founders Bay Holdings
  • FDDMF — FDM Group (Holdings) plc
  • FIS — Fidelity National Information Services, Inc.
  • FISV — Fiserv, Inc.
  • FJTSF — Fujitsu Limited
  • FJTSY — Fujitsu Limited
  • FORTY — Formula Systems (1985) Ltd.
  • FRXX — Forecross Corp.
  • G — Genpact Limited

ETFs holding Broadridge Financial Solutions, Inc.

  • BEEZ — Honeytree U.S. Equity ETF (4.40%)
  • TMFM — Motley Fool Mid-Cap Growth ETF (4.24%)
  • FDIQ — Invesco Bloomberg Financial Data Providers ETF (4.23%)
  • TDV — ProShares - S&P Technology Dividend Aristocrats ETF (3.09%)
  • CWS — AdvisorShares Focused Equity ETF (2.98%)
  • DRVR — Amplify S&P 500 Dividend Drivers ETF (2.82%)
  • HUM.TO — Hamilton U.S. Mid-Cap Financials ETF (2.50%)
  • WBIF — WBI BullBear Value 3000 ETF (2.42%)

News

Latest Market News