Danske Bank A S boosted its position in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 8.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 67,267 shares of the business services provider’s stock after buying an additional 5,200 shares during the quarter. Danske Bank A S’s holdings in Broadridge Financial Solutions were worth $15,012,000 as of its most recent SEC filing.
Several other large investors have also recently bought and sold shares of the company. CX Institutional raised its position in shares of Broadridge Financial Solutions by 2.8% during the 3rd quarter. CX Institutional now owns 1,633 shares of the business services provider’s stock valued at $389,000 after acquiring an additional 44 shares during the last quarter. Signaturefd LLC raised its position in shares of Broadridge Financial Solutions by 2.2% during the 3rd quarter. Signaturefd LLC now owns 2,090 shares of the business services provider’s stock valued at $498,000 after acquiring an additional 45 shares during the last quarter. Strategic Blueprint LLC raised its position in shares of Broadridge Financial Solutions by 5.6% during the 3rd quarter. Strategic Blueprint LLC now owns 880 shares of the business services provider’s stock valued at $210,000 after acquiring an additional 47 shares during the last quarter. Patton Fund Management Inc. raised its position in shares of Broadridge Financial Solutions by 5.3% during the 4th quarter. Patton Fund Management Inc. now owns 974 shares of the business services provider’s stock valued at $217,000 after acquiring an additional 49 shares during the last quarter. Finally, Great Valley Advisor Group Inc. raised its position in shares of Broadridge Financial Solutions by 5.3% during the 2nd quarter. Great Valley Advisor Group Inc. now owns 994 shares of the business services provider’s stock valued at $242,000 after acquiring an additional 50 shares during the last quarter. Institutional investors and hedge funds own 90.03% of the company’s stock.
Analyst Upgrades and Downgrades
BR has been the subject of several recent research reports. Wall Street Zen cut shares of Broadridge Financial Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. DA Davidson reiterated a “buy” rating and set a $228.00 target price on shares of Broadridge Financial Solutions in a research report on Wednesday, April 22nd. Weiss Ratings cut shares of Broadridge Financial Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, February 6th. Raymond James Financial reiterated an “outperform” rating and set a $257.00 target price on shares of Broadridge Financial Solutions in a research report on Tuesday, February 3rd. Finally, 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 research 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, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $235.71.
Broadridge Financial Solutions Price Performance
BR opened at $155.22 on Monday. The company has a quick ratio of 0.94, a current ratio of 0.94 and a debt-to-equity ratio of 0.97. Broadridge Financial Solutions, Inc. has a 12 month low of $149.05 and a 12 month high of $271.91. The company has a fifty day simple moving average of $169.22 and a 200 day simple moving average of $200.03. The stock has a market cap of $18.12 billion, a P/E ratio of 16.62 and a beta of 0.89.
Broadridge Financial Solutions (NYSE:BR – Get Free Report) last released its quarterly earnings data 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 net margin of 15.03% and a return on equity of 40.14%. The business had revenue of $1.95 billion during the quarter, compared to analysts’ expectations of $1.90 billion. During the same quarter in the prior year, the company earned $2.44 EPS. The firm’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. On average, research analysts expect that Broadridge Financial Solutions, Inc. will post 9.52 EPS for the current year.
Broadridge Financial Solutions Dividend Announcement
The business also recently announced a quarterly dividend, which was paid on Wednesday, April 8th. Investors of record on Monday, March 16th were paid a $0.975 dividend. The ex-dividend date of this dividend was Monday, March 16th. This represents a $3.90 dividend on an annualized basis and a yield of 2.5%. Broadridge Financial Solutions’s dividend payout ratio is presently 43.19%.
Insiders Place Their Bets
In related news, Director Robert N. Duelks sold 253 shares of the company’s stock in a transaction 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 transaction, the director directly owned 20,815 shares of the company’s stock, valued at approximately $4,008,969. This represents a 1.20% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Timothy C. Gokey bought 5,300 shares of Broadridge Financial Solutions stock in a transaction that occurred on Friday, March 6th. The stock was bought at an average cost of $194.49 per share, with a total value of $1,030,797.00. Following the completion of the purchase, the chief executive officer owned 142,876 shares in the company, valued at approximately $27,787,953.24. This trade represents a 3.85% increase in their position. The disclosure for this purchase is available in the SEC filing. 1.10% of the stock is currently owned by corporate insiders.
Broadridge Financial Solutions News Roundup
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
About Broadridge Financial Solutions
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.
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