Broadridge
About: Broadridge Financial Solutions, which was spun off from Automatic Data Processing in 2007, is a leading provider of investor communication and technology-driven solutions to banks, broker/dealers, traditional and alternative-asset managers, wealth managers, and corporate issuers. Broadridge is composed of two operating segments: investor communication solutions and global technology and operations.
Employees: 15,000
0
Funds holding %
of 7,429 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
294% more call options, than puts
Call options by funds: $9.8M | Put options by funds: $2.49M
29% more repeat investments, than reductions
Existing positions increased: 456 | Existing positions reduced: 353
11% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 74
0% more capital invested
Capital invested by funds: $25.3B [Q1] → $25.3B (+$32.6M) [Q2]
0.32% less ownership
Funds ownership: 89.34% [Q1] → 89.03% (-0.32%) [Q2]
2% less funds holding
Funds holding: 1,092 [Q1] → 1,072 (-20) [Q2]
42% less funds holding in top 10
Funds holding in top 10: 12 [Q1] → 7 (-5) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$261
2%
upside
Avg. target
$282
10%
upside
High target
$305
19%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
UBS Alex Kramm | 9%upside $280 | Neutral Maintained | 8 Aug 2025 |
Needham Kyle Peterson | 19%upside $305 | Buy Maintained | 6 Aug 2025 |
Morgan Stanley James Faucette | 2%upside $261 | Equal-Weight Maintained | 6 Aug 2025 |
Financial journalist opinion
Based on 11 articles about BR published over the past 30 days
Neutral
PRNewsWire
1 week ago
Broadridge Acquires Signal, Accelerating Global Digital Communications Expansion
Acquisition expands digital capabilities and market expertise in the UK and Europe, adding to Broadridge's industry leading financial communications solutions LONDON and NEW YORK , Aug. 19, 2025 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR), today announced that it has acquired Signal, a leader in transforming customer communications for financial services and social sector firms in the UK. "This is an important step toward globalizing Broadridge's digital communications solutions to better serve our clients with operations outside North America," said Mike Sleightholme, President of Broadridge International.
Neutral
PRNewsWire
2 weeks ago
Broadridge Partners with BMLL to Bring Advanced Pre-Trade Analytics to Global Trading Participants
Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan Integrated market intelligence and real-time analytics at point of order entry drives trading performance and manages risk NEW YORK and LONDON and HONG KONG and TOKYO , Aug. 12, 2025 /PRNewswire/ -- Broadridge Financial Solutions Inc. (NYSE: BR), a global Fintech leader, today announced a strategic partnership with BMLL Technologies, a leading provider of Level 3 historical market data and analytics, to deliver sophisticated new pre-trade analytics capabilities directly within Broadridge's global sell-side Order Management System (OMS) and Xilix Execution Management System (EMS) for buy-side firms in Japan. "Working with BMLL we are optimizing trading and delivering transformation by integrating actionable insights and robust analytics directly into the workflows of both global sell-side and Japanese buy-side clients," said Brian Pomraning, Chief Product Officer of Broadridge Trading and Connectivity Solutions.
Neutral
PRNewsWire
2 weeks ago
Broadridge Partners with Uptiq to Modernize Wealth Management with AI-Powered Wealth Lending Solutions
NEW YORK , Aug. 6, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced a new strategic partnership and minority investment in Uptiq, an AI platform for financial services. Integrating Uptiq's technology into Broadridge's Wealth Lending Network (WLN) provides financial advisors and banks access to turnkey, agentic AI applications that automate securities-based lending (SBL) workflows, deliver detailed insights, and enhance outcomes for clients.
Neutral
The Motley Fool
2 weeks ago
Broadridge (BR) Q4 Revenue Rises 6%
Broadridge (BR) Q4 Revenue Rises 6%
Positive
Zacks Investment Research
2 weeks ago
Broadridge's Q4 Earnings and Revenues Outpace Estimates
BR tops Q4 estimates with 6.2% revenue growth and strong recurring sales while raising the EPS and margin outlook for fiscal 2025.
Neutral
Seeking Alpha
2 weeks ago
Broadridge Financial Solutions, Inc. (BR) Q4 2025 Earnings Call Transcript
Broadridge Financial Solutions, Inc. (NYSE:BR ) Q4 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Ashima Ghei - Corporate VP & Chief Finance Officer Timothy C. Gokey - CEO & Director W.
Positive
Zacks Investment Research
2 weeks ago
Compared to Estimates, Broadridge Financial (BR) Q4 Earnings: A Look at Key Metrics
Although the revenue and EPS for Broadridge Financial (BR) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
3 weeks ago
Broadridge Financial Solutions (BR) Beats Q4 Earnings and Revenue Estimates
Broadridge Financial Solutions (BR) came out with quarterly earnings of $3.55 per share, beating the Zacks Consensus Estimate of $3.51 per share. This compares to earnings of $3.5 per share a year ago.
Positive
Reuters
3 weeks ago
Broadridge Financial beats quarterly profit view on robust demand for mainstay businesses
Fintech firm Broadridge Financial reported fourth-quarter profit above Wall Street estimates on Tuesday, helped by demand for its investor communication offerings and global technology businesses.
Neutral
PRNewsWire
3 weeks ago
Broadridge Reports Fourth Quarter and Fiscal 2025 Results
Fiscal Year 2025 Recurring revenues grew 7% on a reported and constant currency basis Diluted EPS was $7.10 and Adjusted EPS grew 11% to $8.55 Closed sales were $288 million Raising annual dividend 11% to $3.90 per share, 19th consecutive annual dividend increase Fiscal year 2026 guidance includes 5-7% Recurring revenue growth constant currency and 8-12% Adjusted EPS growth NEW YORK , Aug. 5, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the fourth quarter and fiscal year 2025. Results compared with the same period last year were as follows: Summary Financial Results Fourth Quarter Fiscal Year Dollars in millions, except per share data 2025 2024 Change 2025 2024 Change Recurring revenues $1,424 $1,326 7 % $4,508 $4,223 7 % Constant currency growth - Non-GAAP 7 % 7 % Total revenues $2,065 $1,944 6 % $6,889 $6,507 6 % Operating income $499 $441 13 % $1,189 $1,017 17 % Margin 24.1 % 22.7 % 17.3 % 15.6 % Adjusted Operating income - Non-GAAP $558 $559 (0 %) $1,411 $1,303 8 % Margin 27.0 % 28.8 % 20.5 % 20.0 % Diluted EPS $3.16 $2.72 16 % $7.10 $5.86 21 % Adjusted EPS - Non-GAAP $3.55 $3.50 1 % $8.55 $7.73 11 % Closed sales $114 $157 (28 %) $288 $342 (16 %) "Broadridge delivered strong fiscal year 2025 results with 7% Recurring revenue growth constant currency, 11% Adjusted EPS growth, and $288 million of Closed sales," said Tim Gokey, Broadridge CEO.
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