Broadridge Financial Solutions (BR)
Industrials · Financial software and services
Broadridge is a leading provider of technology-driven processing, analytics, and regulatory compliance solutions for financial services firms managing trillions in assets.
What Broadridge Financial Solutions does
Broadridge Financial Solutions provides integrated software and technology solutions to the financial services industry, including transaction processing, data analytics, compliance tools, and post-trade services. The company serves investment firms, broker-dealers, asset managers, and other financial institutions that rely on Broadridge's platforms for regulatory reporting, client communication, and operational efficiency. With a client base concentrated among major financial services firms, Broadridge generates recurring revenue from software licensing, transaction fees, and managed services that support the securities and wealth management industries.
Themes: ["Financial services infrastructure","Regulatory compliance","Securities markets operations","Wealth management technology","Business process outsourcing","Data and analytics"]
Fundamentals
- Price$147.32 as of 2026-07-09 close
- Market cap$17.0B as of 2026-07-10
- 1-year return-38.1% as of 2026-07-09 close
- P/E15.43 as of 2026-07-10
- Net margin+15.0% as of 2026-07-10
- Gross margin+31.3% as of 2026-07-10
- ROE+40.1% as of 2026-07-10
- Debt / equity1.14 as of 2026-07-10
- Revenue growth (YoY)+8.2% as of 2026-07-10
- Revenue CAGR (3y)+6.5% SEC XBRL
- Beta0.90 as of 2026-07-10
Dividend: yield +2.7%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Heavy concentration risk: company relies on a relatively small number of large clients; loss of a major client or unfavorable repricing could materially harm revenue","Cybersecurity vulnerability: material security breach or attack affecting client data could damage reputation, trigger liability, and result in loss of business","Market-driven revenue volatility: declines in securities market participation and activity directly impact transaction volumes and fee-based revenues"]
Competitors & peers
- SS&C Technologies (SSNC)
- Black Knight (BKX)
- Temenos (TMYY)
- Atos / OneStream (cloud financial planning)
- Fiserv (FISV)
- Euronet Worldwide (EEFT)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.