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 segments: investor communication solutions and global technology and operations.
Employees: 14,600
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
136% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 53
100% more funds holding in top 10
Funds holding in top 10: 6 [Q4 2024] → 12 (+6) [Q1 2025]
58% more call options, than puts
Call options by funds: $23.6M | Put options by funds: $14.9M
5% more funds holding
Funds holding: 1,036 [Q4 2024] → 1,086 (+50) [Q1 2025]
2% more capital invested
Capital invested by funds: $24.9B [Q4 2024] → $25.3B (+$423M) [Q1 2025]
0.22% more ownership
Funds ownership: 89.08% [Q4 2024] → 89.3% (+0.22%) [Q1 2025]
4% less repeat investments, than reductions
Existing positions increased: 383 | Existing positions reduced: 399
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$259
9%
upside
Avg. target
$280
18%
upside
High target
$300
26%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
RBC Capital Daniel Perlin | 9%upside $259 | Outperform Reiterated | 19 May 2025 |
Needham Kyle Peterson | 26%upside $300 | Buy Initiated | 6 May 2025 |
Financial journalist opinion
Based on 5 articles about BR published over the past 30 days
Positive
Seeking Alpha
2 days ago
Why I Am Maintaining My Buy Rating For Broadridge Financial
Broadridge Financial's strong recurring revenue growth, high margins, and consistent EPS gains support, my continued Buy rating, despite the Quant system's Hold. Quant ratings are highly sensitive to small share price changes, making them more useful for value investors seeking optimal entry points. Broadridge's industry leadership, robust backlog, and sector tailwinds (including AI) position it for continued steady growth and productivity gains.
Neutral
PRNewsWire
2 days ago
The Active ETF Boom, Assets Up 600%: Broadridge Report Unpacks the Growth and What Sets Apart Launches that Soar from Those that Stall
Active ETF assets are anticipated to grow to $1.2TAUM by 2027 from only $81B in 2019 Top 10 active asset managers control 77% of active ETF assets, shedding light on a concentration challenge Only 11% of active ETFs launched in the past three years raised more than $100 million in the first year, a primary indicator for success NEW YORK , June 12, 2025 /PRNewswire/ -- As active ETF assets have grown over 600% in the past five years to $631 billion in 2024, Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today released a new whitepaper titled "Active ETFs: Achieving Escape Velocity." The whitepaper examines the increased competition within the space and highlights the key strategic imperatives for asset managers looking to launch and scale active ETFs.
Neutral
PRNewsWire
5 days ago
LTX, a Broadridge Company, Expands Generative AI Capabilities with BondGPT Intelligence
New functionality proactively delivers actionable intelligence directly into trading and investing workflows at the moment users need these critical insights NEW YORK , June 10, 2025 /PRNewswire/ -- LTX, an AI-powered corporate bond trading platform backed by global Fintech leader Broadridge Financial Solutions Inc. (NYSE:BR), today announced the launch of BondGPT Intelligence, a new capability that integrates powerful generative AI capabilities directly within trading platform workflows. The new functionality intelligently anticipates users' queries based on where they are in the investing and trading workflow, instantly delivering critical answers and empowering users to make informed decisions with speed and confidence.
Neutral
PRNewsWire
2 weeks ago
Broadridge and Novisto Address Rising Demand for Sustainability Data Management and Reporting Platforms
Pioneering software helps companies manage risks and opportunities through effective and efficient sustainability data capture, analysis and reporting NEW YORK , May 28, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR) a global Fintech leader, has joined forces with Novisto, a pioneer of enterprise sustainability software, to introduce an advanced sustainability data management and reporting platform for companies worldwide. Servicing clients in over 100 countries, Broadridge is at the forefront of empowering public companies to navigate an increasingly complex reporting landscape through advanced, scalable solutions.
Neutral
Zacks Investment Research
3 weeks ago
Recurring Revenue Business Model Aids BR Amid High Competition
Broadridge Financial Solutions leans on strong recurring revenues and rising dividends.
Neutral
PRNewsWire
1 month ago
Broadridge Announces New Patent on Large Language Model Orchestration of Machine Learning Agents
NEW YORK , May 14, 2025 /PRNewswire/ -- Broadridge Financial Solutions Inc. (NYSE:BR) has been awarded a new U.S. patent on its large language model (LLM) orchestration of machine learning agents. These patented methods and systems are behind BondGPT, Broadridge's award-winning GenAI application first demonstrated in the market in the LTX e-trading platform, a Broadridge subsidiary.
Neutral
PRNewsWire
1 month ago
Broadridge Declares Quarterly Dividend of $0.88 Per Share
NEW YORK , May 13, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) announced that its Board of Directors has declared a quarterly cash dividend of $0.88 per share. The dividend is payable on July 2, 2025 to stockholders of record at the close of business on June 12, 2025.
Neutral
PRNewsWire
1 month ago
Broadridge to Participate in Upcoming Investor Events
NEW YORK , May 8, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) announced that it will be participating at five upcoming investor events. Three of these events will include fireside chats with management, which will be available on Broadridge's Investor Relations page at www.broadridge-ir.com.
Neutral
PRNewsWire
1 month ago
Growing Need for Operational and Cyber Resilience Dominates Concerns Among Financial Services Industry
Outdated legacy systems leaving firms vulnerable to mounting cyber risks, according to Broadridge NEW YORK , May 7, 2025 /PRNewswire/ -- Growing concerns over operational and cyber resilience were the major theme of the SIFMA Ops 2025 conference, a gathering of top operations and technology leaders from across the capital markets ecosystem. The threat landscape is only becoming increasingly more sophisticated with artificial intelligence and other new tools to automate attacks.
Neutral
PRNewsWire
1 month ago
Broadridge Enhances OpsGPT®, introducing new Agentic Capabilities to Further Optimize Global Post-Trade Operations
Key enhancements include inventory optimization, fails research, and email integration automation for better connectivity and outcomes NEW YORK , May 6, 2025 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions Inc. (NYSE: BR), today announced significant enhancements to OpsGPT® across fails research, inventory optimization and email integration automation. With these enhancements OpsGPT delivers real-time operational intelligence and execution, enabling firms to better manage risk, capital, and drive greater operational efficiency.
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