US Bancorp DE Decreases Position in Broadridge Financial Solutions, Inc. $BR

US Bancorp DE lessened its holdings in shares of Broadridge Financial Solutions, Inc. (NYSE:BR) by 7.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 45,813 shares of the business services provider’s stock after selling 3,548 shares during the period. US Bancorp DE’s holdings in Broadridge Financial Solutions were worth $10,225,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. increased its holdings in shares of Broadridge Financial Solutions by 1.8% in the third quarter. Vanguard Group Inc. now owns 15,296,040 shares of the business services provider’s stock valued at $3,643,058,000 after purchasing an additional 264,620 shares during the period. Alliancebernstein L.P. raised its position in Broadridge Financial Solutions by 692.3% during the 3rd quarter. Alliancebernstein L.P. now owns 3,690,705 shares of the business services provider’s stock worth $879,015,000 after buying an additional 3,224,891 shares during the last quarter. Barclays PLC raised its position in Broadridge Financial Solutions by 0.7% during the 3rd quarter. Barclays PLC now owns 1,972,799 shares of the business services provider’s stock worth $469,862,000 after buying an additional 14,631 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. raised its position in Broadridge Financial Solutions by 8.6% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,901,022 shares of the business services provider’s stock worth $452,766,000 after buying an additional 149,756 shares during the last quarter. Finally, Northern Trust Corp raised its position in Broadridge Financial Solutions by 6.6% during the 3rd quarter. Northern Trust Corp now owns 1,711,824 shares of the business services provider’s stock worth $407,705,000 after buying an additional 105,696 shares during the last quarter. Hedge funds and other institutional investors own 90.03% of the company’s stock.

Broadridge Financial Solutions Price Performance

NYSE:BR opened at $155.22 on Friday. Broadridge Financial Solutions, Inc. has a 52 week low of $149.05 and a 52 week high of $271.91. The company has a quick ratio of 0.97, a current ratio of 0.94 and a debt-to-equity ratio of 0.97. The stock has a market capitalization of $18.12 billion, a PE ratio of 16.62 and a beta of 0.89. The stock’s 50-day moving average price is $169.22 and its 200-day moving average price is $200.28.

Broadridge Financial Solutions (NYSE:BR) last posted its earnings results on Thursday, April 30th. The business services provider reported $2.72 EPS for the quarter, beating analysts’ consensus estimates of $2.63 by $0.09. Broadridge Financial Solutions had a return on equity of 40.14% and a net margin of 15.03%.The firm had revenue of $1.95 billion for the quarter, compared to analysts’ expectations of $1.90 billion. During the same period last year, the firm earned $2.44 EPS. The company’s quarterly revenue was up 7.8% on a year-over-year basis. Broadridge Financial Solutions has set its FY 2026 guidance at 9.410-9.580 EPS. As a group, equities analysts expect that Broadridge Financial Solutions, Inc. will post 9.52 EPS for the current fiscal year.

Broadridge Financial Solutions Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 8th. Investors of record on Monday, March 16th were issued a $0.975 dividend. This represents a $3.90 annualized dividend and a yield of 2.5%. The ex-dividend date was Monday, March 16th. Broadridge Financial Solutions’s payout ratio is presently 43.19%.

Key Headlines Impacting Broadridge Financial Solutions

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

• Positive Sentiment: Q3 results beat Street estimates and management raised FY‑26 targets — Broadridge reported $2.72 adjusted EPS vs. $2.63 consensus and $1.95B revenue vs. $1.90B est; recurring revenue grew ~7% and management raised guidance for recurring revenue and adjusted EPS growth (targets now call for ~10–12% adjusted EPS growth). This print supports the stock’s move higher. Broadridge Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: Strategic acquisition completed — Broadridge closed its acquisition of CQG, adding futures & options execution management, algo trading and analytics to its connectivity and order management stack. The deal expands addressable market in trading services and can boost cross‑sell and fee‑based revenue. Broadridge Completes Acquisition of CQG
• Neutral Sentiment: Needham lowers price target (still a Buy) — Needham cut its PT from $255 to $230 but maintained a Buy rating, implying substantial upside from current levels; the change signals tempered near‑term upside expectations while keeping a constructive view. Needham Price Target Cut
• Neutral Sentiment: RBC trims target but keeps Outperform — Royal Bank of Canada lowered its PT to $200 from $245 while retaining an Outperform rating, showing analysts still favor the business despite lower target levels. RBC Price Target Change
• Negative Sentiment: Sales cadence and margin dynamics show friction — management disclosed closed sales decline ( ~$58M vs. $71M prior, down ~19%) and slight operating margin pressure vs. the prior year, which could limit upside if the weaker sales trend persists. This is a cautionary data point beneath the positive headline numbers. Q3 Results — Detail

Insider Activity

In other news, CEO Timothy C. Gokey acquired 5,300 shares of the stock in a transaction that occurred on Friday, March 6th. The shares were bought at an average cost of $194.49 per share, for a total transaction of $1,030,797.00. Following the acquisition, the chief executive officer owned 142,876 shares in the company, valued at approximately $27,787,953.24. This represents a 3.85% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Robert N. Duelks sold 253 shares of Broadridge Financial Solutions stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $192.60, for a total value of $48,727.80. Following the completion of the sale, the director owned 20,815 shares in the company, valued at approximately $4,008,969. The trade was a 1.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.10% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have issued reports on BR shares. Wall Street Zen lowered shares of Broadridge Financial Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Royal Bank Of Canada reduced their price objective on Broadridge Financial Solutions from $245.00 to $200.00 and set an “outperform” rating for the company in a research note on Friday. Needham & Company LLC reduced their price objective on Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating for the company in a research note on Friday. JPMorgan Chase & Co. reduced their price objective on Broadridge Financial Solutions from $273.00 to $229.00 and set a “neutral” rating for the company in a research note on Wednesday, February 4th. Finally, DA Davidson reiterated a “buy” rating and set a $228.00 price objective on shares of Broadridge Financial Solutions in a research note on Wednesday, April 22nd. Four analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $235.71.

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.