First National Bank of Omaha Invests $12.55 Million in Broadridge Financial Solutions, Inc. $BR

First National Bank of Omaha bought a new stake in Broadridge Financial Solutions, Inc. (NYSE:BR) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 52,707 shares of the business services provider’s stock, valued at approximately $12,553,000. Broadridge Financial Solutions makes up about 0.8% of First National Bank of Omaha’s portfolio, making the stock its 28th largest holding.

Several other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC purchased a new stake in Broadridge Financial Solutions in the 4th quarter valued at approximately $580,000. Empowered Funds LLC grew its holdings in Broadridge Financial Solutions by 41.5% during the first quarter. Empowered Funds LLC now owns 3,957 shares of the business services provider’s stock worth $959,000 after acquiring an additional 1,160 shares during the period. Woodline Partners LP raised its position in Broadridge Financial Solutions by 6.9% in the first quarter. Woodline Partners LP now owns 9,886 shares of the business services provider’s stock worth $2,397,000 after acquiring an additional 635 shares in the last quarter. Acadian Asset Management LLC grew its stake in shares of Broadridge Financial Solutions by 480.8% during the 1st quarter. Acadian Asset Management LLC now owns 2,544 shares of the business services provider’s stock worth $616,000 after purchasing an additional 2,106 shares during the period. Finally, Harbour Investments Inc. grew its stake in shares of Broadridge Financial Solutions by 10.1% during the 2nd quarter. Harbour Investments Inc. now owns 489 shares of the business services provider’s stock worth $119,000 after purchasing an additional 45 shares during the period. 90.03% of the stock is owned by hedge funds and other institutional investors.

Broadridge Financial Solutions Stock Performance

Broadridge Financial Solutions stock opened at $174.29 on Wednesday. Broadridge Financial Solutions, Inc. has a fifty-two week low of $163.71 and a fifty-two week high of $271.91. The company has a market capitalization of $20.35 billion, a price-to-earnings ratio of 19.30 and a beta of 0.97. The stock has a fifty day moving average of $210.54 and a two-hundred day moving average of $229.29. The company has a debt-to-equity ratio of 0.93, a quick ratio of 0.97 and a current ratio of 0.97.

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, beating analysts’ consensus estimates of $1.34 by $0.25. Broadridge Financial Solutions had a return on equity of 40.70% and a net margin of 14.86%.The business had revenue of $1.71 billion for the quarter, compared to analyst estimates of $1.61 billion. During the same quarter last year, the company earned $1.56 earnings per share. The business’s revenue for the quarter was up 7.9% compared to the same quarter last year. Broadridge Financial Solutions has set its FY 2026 guidance at 9.320-9.580 EPS. On average, analysts anticipate that Broadridge Financial Solutions, Inc. will post 8.53 EPS for the current fiscal year.

Analysts Set New Price Targets

Several brokerages recently commented on BR. Wall Street Zen cut shares of Broadridge Financial Solutions from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. JPMorgan Chase & Co. dropped their target price on shares of Broadridge Financial Solutions from $273.00 to $229.00 and set a “neutral” rating for the company in a report on Wednesday, February 4th. DA Davidson reissued a “buy” rating and set a $228.00 price target on shares of Broadridge Financial Solutions in a research note on Tuesday, February 10th. Weiss Ratings downgraded Broadridge Financial Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, February 6th. Finally, Needham & Company LLC reduced their price objective on Broadridge Financial Solutions from $305.00 to $255.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Four equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, Broadridge Financial Solutions currently has an average rating of “Moderate Buy” and an average price target of $247.71.

Insider Activity at Broadridge Financial Solutions

In other Broadridge Financial Solutions news, Director Robert N. Duelks sold 253 shares of Broadridge Financial Solutions stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $192.60, for a total value of $48,727.80. Following the completion of the sale, the director directly owned 20,815 shares of the company’s stock, valued at approximately $4,008,969. The trade was a 1.20% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Thomas P. Carey sold 10,214 shares of the business’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 completion of the transaction, the vice president owned 6,026 shares of the company’s stock, valued at $1,381,520.76. This trade represents a 62.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.10% of the company’s stock.

Broadridge Financial Solutions Company 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.