Atlantic Union Bankshares Corp Has $1.71 Million Stock Holdings in Broadridge Financial Solutions, Inc. $BR

Atlantic Union Bankshares Corp boosted its stake in Broadridge Financial Solutions, Inc. (NYSE:BR) by 4,231.3% in the third quarter, Holdings Channel reports. The institutional investor owned 7,190 shares of the business services provider’s stock after acquiring an additional 7,024 shares during the quarter. Atlantic Union Bankshares Corp’s holdings in Broadridge Financial Solutions were worth $1,712,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the stock. First Horizon Corp purchased a new stake in shares of Broadridge Financial Solutions during the third quarter worth $25,000. NewSquare Capital LLC increased its position in Broadridge Financial Solutions by 89.5% in the 2nd quarter. NewSquare Capital LLC now owns 108 shares of the business services provider’s stock worth $26,000 after purchasing an additional 51 shares during the last quarter. Guerra Advisors Inc purchased a new stake in shares of Broadridge Financial Solutions during the 3rd quarter worth about $29,000. Caitong International Asset Management Co. Ltd raised its stake in shares of Broadridge Financial Solutions by 85.1% during the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 124 shares of the business services provider’s stock worth $30,000 after purchasing an additional 57 shares in the last quarter. Finally, Bank of Jackson Hole Trust lifted its holdings in shares of Broadridge Financial Solutions by 110.3% during the 2nd quarter. Bank of Jackson Hole Trust now owns 122 shares of the business services provider’s stock valued at $30,000 after buying an additional 64 shares during the last quarter. 90.03% of the stock is currently owned by hedge funds and other institutional investors.

Key Broadridge Financial Solutions News

Here are the key news stories impacting Broadridge Financial Solutions this week:

• Positive Sentiment: Quarterly beat — Broadridge reported adjusted EPS of $1.59 (vs. $1.34 consensus) and revenue of $1.71B (vs. $1.61B consensus); recurring revenues grew 9% YoY, showing steady subscription-like revenue strength. Broadridge Financial Solutions (BR) Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Raised outlook for FY‑26 adjusted EPS growth to 9–12% and provided an FY26 EPS range (9.320–9.580), which supports longer‑term earnings expectations. Broadridge Reports Second Quarter Fiscal 2026 Results
• Neutral Sentiment: Management commentary and the full earnings transcript provide detail on revenue mix, seasonality and product adoption that investors will parse for forward visibility. Review the call for color on sales cadence and client behavior. Broadridge Financial Solutions, Inc. (BR) Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Corporate governance update — two new independent directors (Trish Mosconi, Chris Perry) appointed, board expanded to 10 members; generally neutral but relevant for governance watchers. Broadridge Appoints Trish Mosconi and Chris Perry to its Board of Directors
• Negative Sentiment: Margin pressure — GAAP operating income and margins declined YoY (operating income down 2%, GAAP margin 12.0% vs. 13.3% prior year) and adjusted operating margin dipped (15.5% vs. 16.6%), which likely disappointed investors expecting stronger leverage. Broadridge Reports Second Quarter Fiscal 2026 Results
• Negative Sentiment: Mixed sales / revenue‑mix concerns — closed sales showed variability (quarterly improvement but six‑month closed sales down vs. prior year) and analysts highlighted a potential revenue‑mix shift that could affect near‑term growth. That may have amplified selling after the print. Broadridge Earnings Set to Post as Investors Eye Revenue Mix Shift
• Negative Sentiment: Modest adjusted EPS growth — adjusted EPS rose only ~2% YoY for the quarter despite revenue growth and the beat; investors may have priced in faster margin expansion or higher upside. Broadridge’s Q2 Earnings and Revenues Outpace Estimates, Rise Y/Y

Broadridge Financial Solutions Stock Down 6.4%

BR stock opened at $185.63 on Wednesday. The stock has a market capitalization of $21.67 billion, a price-to-earnings ratio of 23.77 and a beta of 0.97. The company has a 50-day moving average of $220.63 and a two-hundred day moving average of $234.20. Broadridge Financial Solutions, Inc. has a 52-week low of $183.30 and a 52-week high of $271.91. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.93 and a quick ratio of 0.93.

Broadridge Financial Solutions (NYSE:BR) last posted its quarterly earnings data on Tuesday, February 3rd. The business services provider reported $1.59 EPS for the quarter, topping analysts’ consensus estimates of $1.34 by $0.25. Broadridge Financial Solutions had a return on equity of 43.28% and a net margin of 13.11%.The business had revenue of $1.71 billion for the quarter, compared to analyst estimates of $1.61 billion. During the same period in the previous year, the company posted $1.56 earnings per share. The firm’s revenue for the quarter was up 7.9% on a year-over-year basis. Broadridge Financial Solutions has set its FY 2026 guidance at 9.320-9.580 EPS. As a group, equities research analysts anticipate that Broadridge Financial Solutions, Inc. will post 8.53 EPS for the current year.

Broadridge Financial Solutions Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, January 5th. Stockholders of record on Friday, December 12th were given a $0.975 dividend. This represents a $3.90 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend was Friday, December 12th. Broadridge Financial Solutions’s dividend payout ratio is currently 49.94%.

Analyst Upgrades and Downgrades

BR has been the topic of several recent research reports. Wall Street Zen raised shares of Broadridge Financial Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. DA Davidson dropped their price target on shares of Broadridge Financial Solutions from $240.00 to $228.00 and set a “neutral” rating on the stock in a research note on Friday, January 23rd. UBS Group reduced their price objective on shares of Broadridge Financial Solutions from $280.00 to $250.00 and set a “neutral” rating for the company in a research note on Thursday, November 13th. Raymond James Financial reiterated an “outperform” rating and issued a $257.00 price objective on shares of Broadridge Financial Solutions in a report on Tuesday. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Broadridge Financial Solutions in a report on Monday, December 29th. Four equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $259.17.

Insider Buying and Selling at Broadridge Financial Solutions

In other Broadridge Financial Solutions news, VP Thomas P. Carey sold 10,214 shares of the firm’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $229.26, for a total value of $2,341,661.64. Following the sale, the vice president directly owned 6,026 shares in the company, valued at $1,381,520.76. This trade represents a 62.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, President Christopher John Perry sold 3,984 shares of the business’s stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $226.00, for a total transaction of $900,384.00. Following the transaction, the president owned 44,829 shares in the company, valued at approximately $10,131,354. The trade was a 8.16% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 1.10% of the company’s stock.

Broadridge Financial Solutions Profile

Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.

Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.