Broadridge

BR

Market cap $28.7B

Overview Fund Activity

245.12 USD

-0.49

0.2%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

245.12

0.00

0%

1 day

-0.2%

5 days

-2.39%

1 month

-5.74%

3 months

2.66%

6 months

5.9%

Year to date

8.06%

1 year

16.19%

5 years

83.64%

10 years

347.71%

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

Technology Information Technology Services

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

29% more repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 356

11% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 74

10% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $14.2M

1% more capital invested

Capital invested by funds: $25.3B [Q1] → $25.5B (+$163M) [Q2]

0.14% more ownership

Funds ownership: 89.35% [Q1] → 89.49% (+0.14%) [Q2]

1% less funds holding

Funds holding: 1,093 [Q1] → 1,079 (-14) [Q2]

42% less funds holding in top 10

Funds holding in top 10: 12 [Q1] → 7 (-5) [Q2]

See Fund Rankings

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$261

6% upside

Avg. target

$282

15% upside

High target

$305

24% upside

3 analyst ratings

1 positive

33%

2 neutral

67%

0 negative

0%

UBS Alex Kramm	$280	Neutral Maintained	8 Aug 2025
Needham Kyle Peterson	$305	Buy Maintained	6 Aug 2025
Morgan Stanley James Faucette	$261	Equal-Weight Maintained	6 Aug 2025

See Analyst Rankings

Financial journalist opinion

Based on 14 articles about BR published over the past 30 days

Zacks Investment Research

Here's Why Broadridge Financial Solutions (BR) is a Strong Growth Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Here's Why Broadridge Financial Solutions (BR) is a Strong Growth Stock

Everest Group Names Broadridge BPO as a Leader in 2025 Capital Markets Operations Services PEAK Matrix® Assessment

Leaders recognition highlights Broadridge's successful accelerated strategy to invest in technology and innovation to drive business value for its BPO clients across capital markets, wealth and asset management NEW YORK , Sept. 15, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced its recognition as a Leader in capital markets operations by independent research firm Everest Group in its 2025 Capital Markets Operations Services PEAK Matrix® Assessment.

Everest Group Names Broadridge BPO as a Leader in 2025 Capital Markets Operations Services PEAK Matrix® Assessment

Broadridge: Capital Light Growth With Hard To Replicate Business Advantages

Broadridge Financial Solutions is a high-quality, asset-light fintech with strong moats, high switching costs, and exceptional recurring economics. The business consistently delivers robust ROIC (~22.5%), strong free cash flow, and shareholder-friendly capital returns through dividends and buybacks. BR's valuation is rich, but justified by durable growth, high returns, and a fair value range of $300-$340/share; I rate BR a buy.

Broadridge: Capital Light Growth With Hard To Replicate Business Advantages

$280 Billion in Average Daily Processed Trade Volumes on Broadridge Distributed Ledger Repo Platform

DLR market data now available on Kaiko's new data application on Canton Network, Broadridge leading the settlement of tokenized real assets NEW YORK , Sept. 10, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced its Distributed Ledger Repo (DLR) platform processed more than $280 billion in average daily repo transactions during the month of August ($5.9T), underscoring significant market adoption and the transformative potential of blockchain technology in capital markets.

$280 Billion in Average Daily Processed Trade Volumes on Broadridge Distributed Ledger Repo Platform

Broadridge Acquires Retirement Plan Technology Provider iJoin

Combined capabilities will help record keepers, financial advisors, asset managers, and insurers improve retirement participant outcomes and unlock growth opportunities NEW YORK , Sept. 9, 2025 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR) today announced that it has acquired iJoin, a leading retirement plan technology provider specializing in participant onboarding, engagement, and analytics solutions for the retirement industry.

Broadridge Acquires Retirement Plan Technology Provider iJoin

Broadridge Ranked #3 in the 2025 IDC FinTech Rankings Top 100, Wins Capital Markets Transformation Award

Broadridge remains in the top three ranking for third consecutive year NEW YORK , Sept. 8, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, announced today its inclusion in the 2025 IDC FinTech Rankings Top 100 for the eleventh consecutive year.

Broadridge Ranked #3 in the 2025 IDC FinTech Rankings Top 100, Wins Capital Markets Transformation Award

Broadridge Boosts Digital Marketing Suite, Powering Advisor Prospecting and Growth

Wix-powered, mobile-first websites with built-in compliance review processes and performance insights - in addition to modern video tools - to provide scalable solutions to accelerate advisor growth NEW YORK , Sept. 8, 2025 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR) is making strategic investments to enhance its advisor marketing solutions to more effectively empower wealth firms and their advisors to build their book of business.

Broadridge Boosts Digital Marketing Suite, Powering Advisor Prospecting and Growth

4 Upcoming Dividend Increases

Dividend growth stocks offer reliable, growing income and long-term capital appreciation, making them a compelling investment for consistent returns. My strategy focuses on companies with proven annual dividend increases, strong cash flow, and management committed to shareholder returns. Broadridge Financial stands out for its impressive historical performance, significantly outperforming benchmarks like SCHD with robust dividend growth.

4 Upcoming Dividend Increases

Nitrogen Announces Direct Integration to Broadridge's Wealth Aggregation and Insights Solution

AUBURN, Calif.--(BUSINESS WIRE)--Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced a new direct integration with Broadridge Financial Solutions' Wealth Aggregation and Insights (WAI). This integration delivers fully automated, daily account data feeds from WAI into the Nitrogen platform, eliminating manual file handling and creating a more scalable, efficient workflow for advisory firms. “I.

Nitrogen Announces Direct Integration to Broadridge's Wealth Aggregation and Insights Solution

Wedbush Selects Broadridge Technology to Accelerate Growth

NEW YORK , Sept. 2, 2025 /PRNewswire/ -- Today, Wedbush Securities, a leading provider of securities brokerage, clearing, custody and fintech services, and global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR), announced that Broadridge has been selected as Wedbush's strategic technology platform provider as the firm transforms its operations platforms.

Wedbush Selects Broadridge Technology to Accelerate Growth

See News Rankings

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