BR
Neutral signalScored 2026-10-06 Drivers: Congress, fundamentals. Moteurs : Congrès, fondamentaux.
Research, not advice.
À propos
Broadridge Financial Solutions, Inc.
- Nom
- Broadridge Financial Solutions, Inc.
- Secteur
- Technology
- Industrie
- Information Technology Services
- Bourse
- NYSE
- Capitalisation
- $20.7B
- Employés
- 16,000
- PDG
- Timothy C. Gokey
- Site web
- https://www.broadridge.com
- Marché
- DFINFISFISVICEJKHYMSCI
Broadridge Financial Solutions, Inc. delivers specialized technology and communication services designed for the financial sector. Its Investor Communication Solutions division is responsible for processing and disseminating proxy materials for equity securities and mutual funds, streamlining associated voting procedures. Furthermore, it circulates vital regulatory disclosures, details on class actions and corporate reorganizations, and comprehensive tax reporting services. Notable offerings include ProxyEdge, an electronic proxy delivery and voting system. The company also provides data-centric solutions and a holistic platform for content creation, management, and multi-channel delivery of regulatory, marketing, and transactional content, alongside mutual fund transaction processing and advanced data analysis tools. This segment offers tailored services for public companies and investment funds, encompassing support for SEC filings and capital market transactions, registrar functions, stock transfer, and meticulous record-keeping. It also develops integrated customer communication strategies, all powered by its Broadridge Communications Cloud platform for creating and managing client engagement. The Global Technology and Operations segment streamlines the entire transaction workflow, from initial order to final settlement, across a wide array of asset classes, such as equities, mutual funds, fixed income instruments, foreign exchange, and exchange-traded derivatives. Its services encompass areas like order capture and execution, trade confirmation, margin management, cash flow, clearance and settlement, reference data, reconciliations, securities financing, collateral management, asset servicing, regulatory compliance, portfolio accounting, and custody. This segment also provides outsourced business operations, sophisticated technological tools covering portfolio management, compliance adherence, fee billing, and overarching operational support, as well as specialized solutions for capital markets and wealth management firms. Established in 1962, the company maintains its headquarters in Lake Success, New York.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
Decouvert par les declarations du Congres
- Insiders
- —
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$399,560
Avg sell (VWAP, 90d window) $159.76 vs last close $165.21 (+3.4%)
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
- Last activity
- —
- Liquidity
- Liquid $158,590,647/day · 20d vol
- Last synced
-
2026-10-08 21:10:11
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-10-01 | Carey Thomas P | Sell · S | 2,501 | $159.76 | $399,560 | Form 4 |
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2026-06-16 | Gilbert Ray Cisneros | Purchase | $1,001 - $15,000 |
| 2026-05-15 | Gilbert Ray Cisneros | Sale (Partial) | $1,001 - $15,000 |
| 2026-04-14 | Gilbert Ray Cisneros | Purchase | $1,001 - $15,000 |
| 2026-04-13 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2026-04-07 | Richard Ray Larsen | Sale (Full) | $1,001 - $15,000 |
| 2026-01-29 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2026-01-13 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2025-12-31 | Daniel Milton Newhouse | Purchase | $1,001 - $15,000 |
| 2025-07-10 | Lisa C. McClain | Sale (Full) | $1,001 - $15,000 |
| 2025-06-17 | Lisa C. McClain | Purchase | $1,001 - $15,000 |
| 2025-04-08 | Robert P. Bresnahan | Purchase | $1,001 - $15,000 |
| 2025-01-13 | Robert P. Bresnahan | Sale (Full) | $1,001 - $15,000 |
| 2025-01-07 | Richard Ray Larsen | Purchase | $1,001 - $15,000 |
| 2024-02-13 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2024-01-10 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-10-31 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-09-08 | Lois Frankel | Sale (Full) | $1,001 - $15,000 |
| 2022-11-30 | Susie Lee | Sale (Full) | $1,001 - $15,000 |
| 2022-10-13 | Lois Frankel | Sale (Partial) | $1,001 - $15,000 |
| 2022-05-23 | Ro Khanna | Purchase | $15,001 - $50,000 |
| 2022-05-10 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-02-17 | Ro Khanna | Purchase | $15,001 - $50,000 |
| 2020-06-10 | Lois Frankel | Purchase | $1,001 - $15,000 |
| 2020-04-27 | Lois Frankel | Sale (Partial) | $1,001 - $15,000 |
| 2020-03-18 | Gilbert Ray Cisneros | Purchase | $1,001 - $15,000 |
| 2020-03-05 | Gilbert Ray Cisneros | Purchase | $1,001 - $15,000 |
| 2019-06-25 | Susie Lee | Sale (Partial) | $1,001 - $15,000 |
| 2019-03-25 | Van Taylor | Sale (Full) | $1,001 - $15,000 |
| 2019-03-14 | Susie Lee | Purchase | $1,001 - $15,000 |
| 2019-02-25 | Gilbert Ray Cisneros | Purchase | $1,001 - $15,000 |
| 2019-02-15 | Gilbert Ray Cisneros | Purchase | $1,001 - $15,000 |
| 2018-10-11 | Lois Frankel | Sale (Partial) | $1,001 - $15,000 |
| 2018-03-21 | Lois Frankel | Sale (Partial) | $1,001 - $15,000 |
Signal
Neutral signalScored 2026-10-06 Drivers: Congress, fundamentals. Moteurs : Congrès, fondamentaux.
The 0-100 score behind this signal and the full written analysis are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Pulls against a bullish reading. Selling cluster — sale value, no purchase value
- Congress Supports a bullish reading. 4 purchase disclosures year to date
- Narrative Pulls against a bullish reading. Stored narrative reading is in the bearish band
- Timing Unavailable or mixed. Weekly bias is flat
- Financial indicators Supports a bullish reading. Current ratio 1.24 · operating margin 17%
Suggested stop 161.97, nearest stored support minus 0.5 ATR(2.0% under the last close). Reward/risk to the next stored resistance is 3.61. Research, not advice. Not an order.
Market snapshot
Financial ratios
| Metric | Trend | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 31.8% | 31.0% | 29.7% | 29.5% | 27.9% | |
| Ebit Margin | 17.4% | 17.3% | 15.8% | 15.5% | 13.3% | |
| Ebitda Margin | 17.4% | 24.6% | 23.1% | 22.5% | 21.4% | |
| Operating Profit Margin | 17.4% | 17.3% | 15.6% | 15.4% | 13.3% | |
| Pretax Profit Margin | 19.3% | 15.4% | 13.5% | 13.1% | 11.8% | |
| Continuous Operations Profit Margin | 15.0% | 12.2% | 10.7% | 10.4% | 9.4% | |
| Net Profit Margin | 15.0% | 12.2% | 10.7% | 10.4% | 9.4% | |
| Bottom Line Profit Margin | 15.0% | 12.2% | 10.7% | 10.4% | 9.4% | |
| Current Ratio | 1.236 | 0.976 | 1.084 | 0.581 | 1.011 | |
| Quick Ratio | 1.211 | 0.976 | 1.062 | 0.567 | 1.011 | |
| Solvency Ratio | 0.184 | 0.227 | 0.194 | 0.176 | 0.161 | |
| Cash Ratio | 0.285 | 0.302 | 0.214 | 0.105 | 0.171 | |
| Price To Earnings Ratio | 14.162 | 33.895 | 33.147 | 30.901 | 30.855 | |
| Price To Earnings Growth Ratio | 0.406 | 1.621 | 3.117 | 1.929 | -13.268 | |
| Forward Price To Earnings Growth Ratio | 0.406 | 1.621 | 3.117 | 1.929 | -13.268 | |
| Price To Earnings Diluted Ratio | 14.266 | 34.230 | 33.543 | 31.251 | 31.330 | |
| Price To Earnings Diluted Growth Ratio | 0.405 | 1.618 | 3.175 | 1.896 | -14.568 | |
| Price To Book Ratio | 5.607 | 10.718 | 10.670 | 8.701 | 8.668 | |
| Price To Sales Ratio | 2.130 | 4.131 | 3.556 | 3.216 | 2.914 | |
| Price To Free Cash Flow Ratio | 12.459 | 26.939 | 24.528 | 26.059 | 44.912 | |
| Price To Operating Cash Flow Ratio | 11.837 | 24.297 | 21.904 | 23.679 | 37.510 | |
| Debt To Assets Ratio | 0.393 | 0.405 | 0.434 | 0.444 | 0.498 | |
| Debt To Equity Ratio | 1.238 | 1.303 | 1.650 | 1.630 | 2.119 | |
| Debt To Capital Ratio | 0.553 | 0.566 | 0.623 | 0.620 | 0.679 | |
| Long Term Debt To Capital Ratio | 0.534 | 0.509 | 0.607 | 0.499 | 0.664 | |
| Financial Leverage Ratio | 3.149 | 3.218 | 3.801 | 3.675 | 4.256 | |
| Working Capital Turnover Ratio | 51.725 | 183.955 | -14.685 | -12.242 | -984.328 | |
| Operating Cash Flow Ratio | 0.951 | 0.629 | 0.743 | 0.343 | 0.338 | |
| Operating Cash Flow Sales Ratio | 0.180 | 0.170 | 0.162 | 0.136 | 0.078 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.950 | 0.902 | 0.893 | 0.909 | 0.835 | |
| Debt Service Coverage Ratio | -9.802 | 2.320 | 8.830 | 0.907 | 12.438 | |
| Interest Coverage Ratio | -13.019 | 8.753 | 6.772 | 6.516 | 8.665 | |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 2.346 | 0.000 | 0.699 | 0.000 | |
| Operating Cash Flow Coverage Ratio | 0.383 | 0.339 | 0.295 | 0.225 | 0.109 | |
| Capital Expenditure Coverage Ratio | 20.024 | 10.194 | 9.347 | 10.948 | 6.067 | |
| Dividend Paid And Capex Coverage Ratio | 2.635 | 2.265 | 2.195 | 2.027 | 1.219 | |
| Dividend Payout Ratio | 0.394 | 0.479 | 0.527 | 0.525 | 0.539 | |
| Enterprise Value Multiple | 14.640 | 18.526 | 17.541 | 16.790 | 16.731 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 31.8% | ▲0.8% | ▲1.8% |
| Ebit Margin | 17.4% | ▲0.1% | ▲1.5% |
| Ebitda Margin | 17.4% | ▼-7.2% | ▼-4.4% |
| Operating Profit Margin | 17.4% | ▲0.1% | ▲1.6% |
| Pretax Profit Margin | 19.3% | ▲4.0% | ▲4.7% |
| Continuous Operations Profit Margin | 15.0% | ▲2.9% | ▲3.5% |
| Net Profit Margin | 15.0% | ▲2.9% | ▲3.5% |
| Bottom Line Profit Margin | 15.0% | ▲2.9% | ▲3.5% |
| Current Ratio | 1.236 | ▲0.259 | ▲0.258 |
| Quick Ratio | 1.211 | ▲0.234 | ▲0.245 |
| Solvency Ratio | 0.184 | ▼-0.043 | ▼-0.004 |
| Cash Ratio | 0.285 | ▼-0.017 | ▲0.069 |
| Price To Earnings Ratio | 14.162 | ▼-19.733 | ▼-14.430 |
| Price To Earnings Growth Ratio | 0.406 | ▼-1.215 | ▲1.645 |
| Forward Price To Earnings Growth Ratio | 0.406 | ▼-1.215 | ▲1.645 |
| Price To Earnings Diluted Ratio | 14.266 | ▼-19.964 | ▼-14.658 |
| Price To Earnings Diluted Growth Ratio | 0.405 | ▼-1.212 | ▲1.900 |
| Price To Book Ratio | 5.607 | ▼-5.111 | ▼-3.266 |
| Price To Sales Ratio | 2.130 | ▼-2.001 | ▼-1.059 |
| Price To Free Cash Flow Ratio | 12.459 | ▼-14.481 | ▼-14.521 |
| Price To Operating Cash Flow Ratio | 11.837 | ▼-12.460 | ▼-12.009 |
| Debt To Assets Ratio | 0.393 | ▼-0.012 | ▼-0.041 |
| Debt To Equity Ratio | 1.238 | ▼-0.064 | ▼-0.350 |
| Debt To Capital Ratio | 0.553 | ▼-0.013 | ▼-0.055 |
| Long Term Debt To Capital Ratio | 0.534 | ▲0.025 | ▼-0.029 |
| Financial Leverage Ratio | 3.149 | ▼-0.069 | ▼-0.471 |
| Working Capital Turnover Ratio | 51.725 | ▼-132.229 | ▲206.840 |
| Operating Cash Flow Ratio | 0.951 | ▲0.322 | ▲0.350 |
| Operating Cash Flow Sales Ratio | 0.180 | ▲0.010 | ▲0.035 |
| Free Cash Flow Operating Cash Flow Ratio | 0.950 | ▲0.048 | ▲0.052 |
| Debt Service Coverage Ratio | -9.802 | ▼-12.122 | ▼-12.740 |
| Interest Coverage Ratio | -13.019 | ▼-21.772 | ▼-16.556 |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | ▼-2.346 | ▼-0.609 |
| Operating Cash Flow Coverage Ratio | 0.383 | ▲0.044 | ▲0.112 |
| Capital Expenditure Coverage Ratio | 20.024 | ▲9.830 | ▲8.708 |
| Dividend Paid And Capex Coverage Ratio | 2.635 | ▲0.370 | ▲0.567 |
| Dividend Payout Ratio | 0.395 | ▼-0.085 | ▼-0.099 |
| Enterprise Value Multiple | 14.640 | ▼-3.886 | ▼-2.206 |
Key metrics
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|---|
| Market cap | $15.93B | $28.46B | $23.14B | $19.49B | $16.64B | |
| Enterprise value | $19.04B | $31.36B | $26.41B | $22.89B | $20.48B | |
| EV / Sales | 2.55x | 4.55x | 4.06x | 3.78x | 3.59x | |
| EV / Op. cash flow | 14.15x | 26.77x | 25.00x | 27.81x | 46.17x | |
| EV / Free cash flow | 14.89x | 29.68x | 28.00x | 30.60x | 55.28x | |
| EV / EBITDA | 14.64x | 18.53x | 17.54x | 16.79x | 16.73x | |
| Net debt / EBITDA | 2.40x | 1.71x | 2.17x | 2.49x | 3.14x | |
| Current ratio | 1.24x | 0.98x | 1.08x | 0.58x | 1.01x | |
| Income quality | 1.20x | 1.40x | 1.51x | 1.31x | 0.82x | |
| Graham number | $73 | $60 | $50 | $48 | $41 | |
| Graham net-net | -$42 | -$39 | -$42 | -$42 | -$46 | |
| Tax burden | 77.8% | 79.3% | 79.6% | 79.3% | 80.2% | |
| Interest burden | 111.2% | 88.6% | 85.4% | 84.7% | 88.5% | |
| Working capital | $333.3M | -$44.2M | $119.1M | -$1.01B | $15.1M | |
| Invested capital | $6.54B | $5.19B | $5.24B | $4.07B | $4.95B | |
| Return on assets | 12.6% | 9.8% | 8.5% | 7.7% | 6.6% | |
| Operating ROA | 14.9% | 14.2% | 12.3% | 11.4% | 9.3% | |
| Return on tangible assets | 35.8% | 22.9% | 20.1% | 19.1% | 14.9% | |
| Return on equity | 39.6% | 31.6% | 32.2% | 28.1% | 28.1% | |
| Return on invested capital | 13.4% | 13.1% | 11.8% | 10.5% | 8.8% | |
| Return on capital employed | 17.3% | 17.8% | 14.9% | 16.0% | 11.1% | |
| Earnings yield | 7.1% | 2.9% | 3.0% | 3.2% | 3.2% | |
| Free cash flow yield | 8.0% | 3.7% | 4.1% | 3.8% | 2.2% | |
| Capex / Op. cash flow | 5.0% | 9.8% | 10.7% | 9.1% | 16.5% | |
| Capex / Depreciation | 19.7% | 35.1% | 23.6% | 25.2% | 22.0% | |
| Capex / Sales | 0.9% | 1.7% | 1.7% | 1.2% | 1.3% | |
| SG&A / Sales | 14.4% | 13.8% | 14.1% | 14.0% | 14.6% | |
| R&D / Sales | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |
| Stock comp / Sales | 1.3% | 1.1% | 1.1% | 1.2% | 1.2% | |
| Intangibles / Total assets | 64.9% | 57.2% | 58.0% | 59.9% | 55.8% | |
| Days sales outstanding | 55d | 57d | 60d | 59d | 61d | |
| Days payables outstanding | 11d | 17d | 25d | 13d | 22d | |
| Operating cycle | 58d | 57d | 62d | 62d | 61d | |
| Cash conversion cycle | 47d | 40d | 37d | 48d | 39d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-10-01 Broadridge Nominates Srinivas Tallapragada to its Board of Directors Amit Zavery to Step Down After 7 Years of Service NEW YORK, Oct. 1, 2026 /PRNewswire/ -- Broadridge (NYSE: BR), a global Fintech leader, today announced that it had nominated Srinivas D. Tallapragada for election at its upcoming 2026 Annual Meeting.
- 2026-09-29 Broadridge: Building The Infrastructure For Tokenization Broadridge Financial Solutions is rated a strong buy due to robust execution, dividend growth, and significant undervaluation versus historical multiples. BR''s recurring revenue, market leadership in regulatory communications, and early investment in tokenization infrastructure underpin long-term growth and defensibility. Dividend safety is exceptional, with a 20-year streak, a current yield of ~2.66%, and a sustainable payout ratio around 41%, supporting 10–12% annual dividend growth.
- 2026-09-28 Broadridge and Korea Securities Depository Sign MOU to Support Modernization of Proxy Voting for International Investors Holding Korean Equities Collaboration reflects shared intention to support a more efficient, transparent and globally competitive Korean capital market NEW YORK, Sept. 28, 2026 /PRNewswire/ -- Broadridge (NYSE: BR), a global Fintech leader, and Korea Securities Depository (KSD) today announced the signing of a memorandum of understanding (MOU) that sets out the parties'' mutual intention to collaborate on the modernization and enhancement of Korea''s proxy voting infrastructure.
- 2026-09-28 Here''s Why You Should Retain Broadridge Stock in Your Portfolio BR expands its digital asset infrastructure and boosts shareholder returns, even as rising costs and competitive pressures pose risks.
- 2026-09-24 EXCLUSIVE: AI Has A Blind Spot, Here Are 3 Overlooked Stocks The AI trade has trained investors to look for the next Nvidia Corp (NASDAQ:NVDA), the next chip winner or the next company selling picks and shovels to data centers. But Allen Bond, Managing Director and Portfolio Manager at Jensen Investment Management, sees opportunity somewhere less glamorous: software and business-services companies whose competitive advantages are easy to overlook in an AI-obsessed market.
- 2026-09-23 Boaz Lahovitsky Joins Broadridge as President of Wealth Management Senior wealth management executive to lead the next phase of growth, innovation, and transformation for Broadridge''s award-winning wealth business NEW YORK, Sept. 23, 2026 /PRNewswire/ -- Broadridge (NYSE: BR) today announced that Boaz Lahovitsky has joined the company as President of Wealth Management.
- 2026-09-22 U.S. Treasury Central Clearing Survey: Broad Industry Readiness for Cash Clearing, Industry Moving Towards Execution but Work Remains Ahead of Repo Deadline NEW YORK, Sept. 22, 2026 /PRNewswire/ -- SIFMA, BNY, Broadridge, and The Depository Trust & Clearing Corporation (DTCC), in collaboration with The ValueExchange, today released key findings from the "U.S. Treasury Central Clearing Pulse Survey," which draws upon key insights and feedback from 340 experts worldwide.
- 2026-09-15 Earnings Growth & Price Strength Make Broadridge Financial Solutions (BR) a Stock to Watch Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.
- 2026-09-14 Broadridge Expands Next-gen Digital Assets Capabilities to U.S. Wealth Management Firms Unified platform enables advisor-led and self-directed access to cryptocurrencies and tokenized assets alongside traditional investments NEW YORK, Sept. 14, 2026 /PRNewswire/ -- Broadridge, (NYSE: BR) today announced the expansion of its next-generation digital assets platform for wealth management firms to the U.S. market.
- 2026-09-11 BR Stock Rises 16.1% in 3 Months: Here''s What You Should Know Broadridge''s recurring revenue growth, expanding margins and strong cash flow support its fiscal 2027 growth outlook and higher shareholder returns.