Broadridge Financial Solutions (BR) AI Stock Analysis

• Market Cap: $26.39B
• Dividend Yield: 1.6%
• Average Volume (3M): 665.28K
• Price to Earnings (P/E): 28.9
• Beta (1Y): 0.58
• Revenue Growth: 8.57%
• EPS Growth: 35.02%
• Country: US
• Employees: 14,000
• Sector: Technology
• Sector Strength: 88
• Industry: Software - Services
• EPS (TTM): 1.51
• Shares Outstanding: 116,727,560
• 10 Day Avg. Volume: 846,413
• 30 Day Avg. Volume: 665,283
• PEG Ratio: 1.62
• Price to Book (P/B): 10.72
• Price to Sales (P/S): 4.13
• P/FCF Ratio: 26.94
• Enterprise Value/Market Cap: 1.19
• Enterprise Value/Revenue: 4.44
• Enterprise Value/Gross Profit: 14.15
• Enterprise Value/Ebitda: 18.70
• 1Y Price Target: $264.83
• Price Target Upside: 17.73% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 6
• EPS Forecast (FY): 9.45
• Revenue Forecast (FY): $7.26B

• Rating: 71 Outperform
• Price Target: $242.00 ▲(7.58% Upside)

Broadridge Financial Solutions demonstrates strong financial performance and positive earnings call sentiment, which are the most significant factors driving the score. However, technical analysis indicates bearish momentum, and the valuation suggests the stock may be overvalued, which tempers the overall score.

Positive Factors

Recurring Revenue Growth

The consistent growth in recurring revenue indicates strong client retention and demand for Broadridge's services, providing a stable income base.

Strategic Acquisitions

Strategic acquisitions enhance Broadridge's capabilities and market reach, supporting long-term growth and competitive positioning.

Cash Flow Generation

Improved cash flow generation enhances Broadridge's ability to invest in growth opportunities and return value to shareholders.

Negative Factors

Interest Rate Headwinds

Interest rate fluctuations can impact revenue growth, affecting financial performance and potentially limiting future earnings.

GAAP Volatility from Digital Assets

Volatility in digital asset values can lead to unpredictable earnings, complicating financial planning and reporting.

Event-Driven Revenue Volatility

Dependence on event-driven revenues introduces variability, potentially affecting financial stability and predictability.

Broadridge Financial Solutions Business Overview & Revenue Model

Company Description

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and distributes regulatory reports, class action, and corporate action/reorganization event information, as well as tax reporting solutions. It also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund trade processing services; data and analytics solutions; solutions for public corporations and mutual funds; SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The company's Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearance and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.

How the Company Makes Money

Broadridge Financial Solutions generates revenue through a diverse set of key revenue streams. Its primary source of income comes from Investor Communication Solutions, which includes services such as proxy distribution and shareholder communications. The company charges fees based on the volume of communications and the services rendered. Additionally, the Technology and Operations Solutions segment contributes significantly to revenue through software licensing, transaction processing services, and consulting fees. Broadridge also engages in partnerships with financial institutions to enhance its service offerings, which can lead to additional revenue opportunities. Overall, the company benefits from recurring revenue models, driven by long-term client relationships and a growing demand for regulatory compliance and operational efficiency in the financial industry.

Broadridge Financial Solutions Financial Statement Overview

Summary

Broadridge Financial Solutions exhibits strong financial health with consistent revenue and profit growth, efficient operations, and improved cash flow generation. The company has managed to reduce its debt reliance while maintaining high returns on equity. Despite a slight slowdown in revenue growth, the financial statements reflect a stable and profitable business trajectory.

Income Statement

Broadridge Financial Solutions demonstrates strong revenue growth with a TTM increase of 2.42% and consistent profitability. The gross profit margin is stable at around 31%, and the net profit margin has improved to 12.19%. EBIT and EBITDA margins are healthy, indicating efficient operations. The company shows a positive growth trajectory, though the revenue growth rate has slightly slowed compared to previous years.

Balance Sheet

The balance sheet reflects a moderate debt-to-equity ratio of 1.30, showing a decrease from previous years, which indicates improved financial leverage. Return on equity is robust at 35.45%, reflecting effective use of equity to generate profits. However, the equity ratio is relatively low, suggesting a higher reliance on debt financing.

Cash Flow

Cash flow analysis reveals a strong free cash flow growth rate of 14.50% in the TTM, indicating improved cash generation capabilities. The operating cash flow to net income ratio is 0.63, and the free cash flow to net income ratio is 0.94, both reflecting efficient cash management. The company has shown consistent improvement in cash flow metrics over the years.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	7.06B	6.89B	6.51B	6.06B	5.71B	4.99B
Gross Profit	2.21B	2.14B	1.93B	1.79B	1.59B	1.42B
EBITDA	1.67B	1.69B	1.51B	1.36B	1.22B	1.01B
Net Income	925.10M	839.50M	698.10M	630.60M	539.10M	547.50M
Balance Sheet
Total Assets	8.30B	8.54B	8.24B	8.23B	8.17B	8.12B
Cash, Cash Equivalents and Short-Term Investments	317.20M	561.50M	305.20M	252.30M	224.70M	274.50M
Total Debt	3.64B	3.46B	3.58B	3.65B	4.07B	4.19B
Total Liabilities	5.92B	5.89B	6.07B	5.99B	6.25B	6.31B
Stockholders Equity	2.38B	2.66B	2.17B	2.24B	1.92B	1.81B
Cash Flow
Free Cash Flow	1.27B	1.06B	943.20M	748.10M	370.40M	539.40M
Operating Cash Flow	1.34B	1.17B	1.06B	823.30M	443.50M	640.10M
Investing Cash Flow	-376.10M	-316.20M	-148.00M	-80.40M	-110.40M	-2.65B
Financing Cash Flow	-966.80M	-600.80M	-855.50M	-714.70M	-370.80M	1.80B

Broadridge Financial Solutions Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 224.94
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BR, the sentiment is Neutral. The current price of 224.94 is above the 20-day moving average (MA) of 224.66, below the 50-day MA of 232.66, and below the 200-day MA of 238.34, indicating a neutral trend. The MACD of -2.42 indicates Negative momentum. The RSI at 45.42 is Neutral, neither overbought nor oversold. The STOCH value of 75.69 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BR.

Broadridge Financial Solutions Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
CTSH	80 Outperform	$35.05B	16.83	14.50%	1.73%	7.44%	-4.57%
LDOS	80 Outperform	$24.47B	17.85	29.51%	0.84%	6.48%	22.17%
INFY	74 Outperform	$70.44B	21.10	29.15%	3.07%	4.62%	1.06%
WIT	73 Outperform	$28.86B	17.52	16.39%	3.14%	-1.97%	48.61%
BR	71 Outperform	$26.39B	28.91	38.21%	1.60%	8.57%	35.02%
IT	69 Neutral	$16.65B	20.26	109.26%	―	5.24%	-16.05%
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%

Broadridge Financial Solutions Corporate Events

Broadridge Financial Solutions Reports Strong Q1 Fiscal 2026

Broadridge Financial Solutions, Inc. is a global technology company that provides innovative solutions for the financial services industry, specializing in investor communications, governance, and technology-driven operations. The company is recognized for its role in powering investing, governance, and communications for its clients, contributing to operational resiliency and business performance enhancement.

Broadridge’s Earnings Call Highlights Growth and Strategy

Broadridge Financial Solutions recently held its earnings call, revealing a strong first-quarter performance characterized by significant growth in recurring revenue and adjusted EPS. The company emphasized strategic acquisitions and investments in tokenization and digital assets as future growth drivers. Despite some headwinds from interest rates and potential GAAP volatility from digital assets, the overall sentiment was positive, with strong forward-looking guidance and a robust sales pipeline.

Broadridge Highlights Growth Strategy in Investor Presentation

On September 5, 2025, Broadridge Financial Solutions released its investor presentation for September 2025, highlighting its growth strategy and financial performance. The company emphasized its strong recurring revenue growth and consistent earnings, driven by its unique business model and extensive network. Broadridge’s focus on technological advancements and client retention positions it well in the market, with a significant impact on stakeholders through its scale business and critical financial services operations.

The most recent analyst rating on (BR) stock is a Buy with a $280.00 price target. To see the full list of analyst forecasts on Broadridge Financial Solutions stock, see the BR Stock Forecast page.

Broadridge Secures $750M Credit Agreement with JPMorgan

On August 21, 2025, Broadridge Financial Solutions entered into a $750 million term credit agreement with JPMorgan Chase Bank. The loan, which matures in three years, will be used to repay existing debts and for general corporate purposes. The agreement includes covenants and conditions typical for such transactions, with provisions for prepayment and default scenarios.

The most recent analyst rating on (BR) stock is a Buy with a $280.00 price target. To see the full list of analyst forecasts on Broadridge Financial Solutions stock, see the BR Stock Forecast page.

Broadridge Financial Solutions Reports Strong Fiscal 2025 Results

Broadridge Financial Solutions, Inc., a global fintech leader, provides technology-driven solutions for banks, broker-dealers, asset and wealth managers, and public companies, focusing on corporate governance and financial communications. The company recently announced its fiscal year 2025 earnings, showcasing a 7% growth in recurring revenues and an 11% increase in adjusted EPS, alongside a notable 11% rise in annual dividends to $3.90 per share. Key financial highlights include a 6% increase in total revenues to $6.889 billion and a 17% rise in operating income to $1.189 billion. The company also reported a strategic acquisition of Acolin Group to enhance its European fund distribution capabilities. Looking ahead, Broadridge anticipates continued growth in fiscal year 2026, with projected recurring revenue growth of 5-7% and adjusted EPS growth of 8-12%, as it remains committed to its strategic objectives of democratizing governance and modernizing wealth management.

Broadridge Financial Solutions Reports Strong Fiscal 2025 Performance

Broadridge Financial Solutions’ recent earnings call for fiscal 2025 painted a picture of robust performance, marked by significant growth in recurring revenue and earnings per share (EPS). The company also announced strategic dividend increases and product innovations. However, there were some concerns about expected declines in event-driven revenue and the impacts of business exits.