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BRBroadridge Financial Solutions, Inc.
$190.40$22.0B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
BR logo

Broadridge Financial Solutions, Inc.

BR
NYSE · Financial Software
$190.40
At close - Nov 6, 4:00 PM EST - USD
Market Cap$22.02B
P/E20.7x
52W High$233.10
Volume1.17M
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2027Q1

Seasonal Cash Engine Masks Leverage and Liquidity Swings

Broadridge's headline revenue of roughly $1.4B to $2.2B per quarter, with operating margins ranging from 9.4% to 24.6%, suggests a fee-based franchise whose earnings are heavily concentrated in the fiscal fourth quarter when proxy-season activity peaks.

GrowthMixed
ProfitabilityStrong
ValuationExpensive
TechnicalsStrong
Explore valuation models
MARKET ACTION

BR price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

11/12 Beats

EPS beat 11 of last 12 quarters

02

Valuation risk

In Line

P/E is in line with peer median

03

Market leadership

RS 85 · Leader

High momentum (Outperforming 85% of market)

04

Strong Uptrend

Strong Trend

Price > 20DMA > 50DMA > 200DMA

Next CatalystEstimated earnings · Feb 3
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Quarterly gross margin cycled between 24.5% and 38.4% and EPS ranged from $0.68 to $3.44, with the peak concentrated in the calendar fourth quarter, suggesting earnings quality depends heavily on seasonal pass-through revenue.

Analyst Consensus+1.9% target
Buy(24 analysts)
15 Buy9 Hold0 Sell

The Bull Case

Upside Catalysts

Essential core processing

Broadridge's core processing services remain essential for banks, underpinning its stable revenue stream.

Near-monopoly in investor communications

The company holds a near-monopoly position in investor communications and trade processing, providing a competitive moat.

Bullish analyst coverage

Bullish theses from analysts highlight Broadridge's strong fundamentals and growth potential in the financial technology sector.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
BR-12.26%
S&P 500 (^GSPC)+7.63%
1-Year Return
BR-10.61%
S&P 500 (^GSPC)+9.69%
3-Year Return
BR+13.52%
S&P 500 (^GSPC)+66.21%
5-Year Return
BR+18.20%
S&P 500 (^GSPC)+54.31%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y Low
20.7x
Forward P/EExpansion
18.0x
EV/EBITDA20th %ile
15.0x
FCF YieldCash Flow
6.2%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
20.7x
31.3x
20th· Low
EV/EBITDA
15.0x
17.0x
20th· Low
Price/FCF
16.2x
26.3x
20th· Low
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$154.27-19.0%
Base (Fair)$263.80+38.6%
Bull$461.97+142.6%
$154.27 Bear$263.80 Base$461.97 Bull
Current Market Price: $190.40
Trades at a 27.8% discount to Base DCF ($263.80)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue FY26
$7.48B+8.5% YoY
Net income FY26
$1.12B+33.9% YoY
Free cash flow FY26
$1.28B+21.0% YoY
Operating margin FY26
17.4%+0.1 pts YoY
ROIC (FY26)17%
Avg ROIC 5Y13.8%
ROE (TTM)37.8%
Piotroski Score9 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate11/12 (92%)
Revenue Beat Rate8/12 (67%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q4 2026Latest
Nov 3, 2026
$1.56+13.9%
vs $1.37
$1.7B+1.3%
vs $1.6B
Q3 2026
Aug 4, 2026
$3.82+1.6%
vs $3.76
$2.2B+2.3%
vs $2.2B
Q2 2026
Apr 30, 2026
$2.72+4.6%
vs $2.60
$2.0B+2.6%
vs $1.9B
Q1 2026
Feb 3, 2026
$1.59+18.7%
vs $1.34
$1.7B+6.8%
vs $1.6B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
PRNewsWire·1d ago
Broadridge's Distributed Ledger Repo Processes $7.6 Trillion in October

October 2026 ADV reaches $345 billion as Broadridge continues to advance institutional tokenization infrastructure NEW YORK, Nov. 6, 2026 /PRNewswire/ -- Broadridge (NYSE: BR), global Fintech leader, today announced that its Distributed Ledger Repo (DLR) processed an average of $345 billion in daily repo transactions during October, with volumes totaling $7.6 trillion. The total settled volume reflects the continued scale of tokenized securities financing activity as Broadridge expands its digital asset infrastructure through its recently launched DLX platform.

PRNewsWire·2d ago
Broadridge Brings Proxy Voting to Dinari's dShares Tokenized U.S. Equities

Dinari integrates Broadridge's proxy voting services into its dShares solution, ensuring investors have access to trusted, institutional-grade governance. NEW YORK, Nov. 5, 2026 /PRNewswire/ -- Broadridge (NYSE: BR), a global Fintech leader, and Dinari Inc., a financial infrastructure company enabling the issuance, distribution and trading of tokenized equities, today announced an integration enabling eligible holders of Dinari's dShares™ to exercise shareholder voting rights through Broadridge's established proxy infrastructure.

Seeking Alpha·2d ago
Top 10 High Growth Dividend Stocks For November 2026

I present 10 high-quality dividend growth stocks with strong total return potential, screened for robust fundamentals and attractive valuations as of November 2026. Key criteria include Investment Score ≥70, future return potential ≥12%, consistent 7%+ dividend growth, and payout ratios below 100%. Top picks such as RMD, NTES, and NVDA offer compelling upside, with future return estimates driven by EPS growth, yield, and potential valuation mean reversion.

Defense World·3d ago
Broadridge (NYSE: BR) recurring revenue jumps 11% but adjusted operating income falls

What happened Broadridge Financial Solutions, Inc. (NYSE: BR) grew recurring revenue 11% in its fiscal first quarter, but adjusted operating income fell 9%. Recurring revenue reached $1.08 billion for the quarter ended Sept. 30, up from $977 million a year earlier. Total revenues rose 5% to $1.67 billion. Adjusted operating income, a non-GAAP measure, was

Filtered for Broadridge Financial Solutions, Inc.More Headlines
04

Compare before deciding

Benchmark BR against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Broadridge Financial Solutions, Inc. (BR)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
BR logoBRBroadridge Financial Solutions, Inc.Current
$190.40$22.02B20.658.53%13.95%37.8%1.99%
FIS logoFISFidelity National Information Services, Inc.
$28.73$14.85B4.295.43%26.77%22.29%5.68%
FISV logoFISVFiserv, Inc.
$62.88$33.53B-8.503.6%-18.9%-15.72%—
WEX logoWEXWEX Inc.
$182.22$6.21B15.581.24%14.05%32.33%—
DSP logoDSPViant Technology Inc.
$12.85$843.2M96.4719%2.24%3%—
ICE logoICEIntercontinental Exchange, Inc.
$172.27$97.15B23.379.27%33.78%14.05%1.12%

Compare BR vs Peers

Broadridge Financial Solutions, Inc. (BR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs FIS

Most directly comparable listed peer for BR.

Scale Benchmark

vs MS

Larger-name benchmark to compare BR against a more recognizable public peer.

Peer Set

Compare Top 5

vs FIS, FISV, WEX, DSP

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

BR SEC Filings & Documents

Broadridge Financial Solutions, Inc. (BR) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Nov 3, 2026·SEC

Material company update

Oct 23, 2026·SEC

Material company update

Aug 4, 2026·SEC

10-K Annual Reports

2
FY 2026

Aug 4, 2026·SEC

FY 2025

Aug 5, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

Nov 3, 2026·SEC

FY 2026

Apr 30, 2026·SEC

FY 2026

Feb 3, 2026·SEC

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BR Frequently Asked Questions

Broadridge Financial Solutions, Inc. (BR) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Broadridge Financial Solutions, Inc.'s revenue?

Broadridge Financial Solutions, Inc. (BR) reported $7.56B in revenue over the trailing twelve months. Revenue was $7.48B in fiscal year 2026. That is 333% more than the $1.73B of fiscal year 2005.

How fast is Broadridge Financial Solutions, Inc. growing?

Broadridge Financial Solutions, Inc. (BR) grew revenue by 7.1% over the trailing twelve months, compared with the twelve months before.

Is BR profitable?

Yes. Broadridge Financial Solutions, Inc. (BR) earned $1.05B in net income over the trailing twelve months (a 13.9% net margin).

Dividend & Returns
Does BR pay dividends?

Yes. Broadridge Financial Solutions, Inc. (BR) pays a dividend that yields 1.99% at the current price, a moderate yield.

What is BR's return on equity?

Broadridge Financial Solutions, Inc. (BR) had a return on equity (ROE) of 37.8% over the trailing twelve months. That is well above the market's typical 10-15%.

What is Broadridge Financial Solutions, Inc.'s free cash flow?

Broadridge Financial Solutions, Inc. (BR) generated $1.36B in free cash flow over the trailing twelve months.

What if you invested $1,000 in BR back in 2005?

Total return calculator · dividends reinvested · 21+ years of data

See returns →