Broadridge Financial Solutions (BR)
Industrials · Financial Technology (Fintech) · NYSE
A global fintech leader providing the essential technology infrastructure for investor communications, corporate governance, and financial transaction processing.
What Broadridge Financial Solutions does
Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions for financial services firms and public companies. Its offerings support investment processing, corporate governance, and digital communications, helping clients digitize operations and enhance investor engagement. The company operates through two main segments: Investor Communication Solutions and Global Technology and Operations.
Themes: investor communications, corporate governance, financial technology infrastructure, regulatory compliance technology, digital wealth management
Fundamentals
- Price$182.18 as of 2026-08-21 close
- Market cap$20.8B as of 2026-08-21
- 1-year return-30.2% 2025-08-21 close $260.83 → 2026-08-21 close $182.18
- P/E17.15 as of 2026-08-24
- Net margin+15.0% as of 2026-08-24
- Gross margin+31.8% as of 2026-08-24
- ROE+40.2% as of 2026-08-24
- Debt / equity1.15 as of 2026-08-24
- Revenue growth (YoY)+8.5% as of 2026-08-24
- Revenue CAGR (3y)+7.2% SEC XBRL
- Beta0.93 as of 2026-08-24
- Last reported earnings2026-08-04 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +1.7%; at least 5 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How BR compares in its sector
- price-to-earnings ratiobottom 25% 357 covered Industrials peers, as of 2026-08-24
- net profit margintop 25% 457 covered Industrials peers, as of 2026-08-24
- operating margintop 25% 457 covered Industrials peers, as of 2026-08-24
- gross marginmiddle range 455 covered Industrials peers, as of 2026-08-24
- return on equitytop 10% 460 covered Industrials peers, as of 2026-08-24
- 3-year revenue CAGRmiddle range 426 covered Industrials peers
- indicated dividend yieldmiddle range 267 covered Industrials peers, as of 2026-08-24
- free cash flow (absolute dollars, latest fiscal year)top 25% 414 covered Industrials peers, as of FY2026
Position among covered Industrials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
BR is in the Industrials Short-term Top 10.
Industrials Short-term Top 10 — since 18 Aug 2026
Long-term score
53.4 #380 of 987 scored · #62 of 197 in Industrials
Capital return 71st (consecutive years of dividend increases 5 years) and profitability 71st (return on equity 40.2%, operating margin 17.4%); weakest is long-term trend (28th, over the past 12 months this stock lagged the market by 50.6 percentage points).
Short-term score
54.5 #510 of 1,704 scored · #74 of 283 in Industrials
Volume and participation 80th: it gapped 7.0% above the previous close and has not traded back through the level it left behind — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed; trend 72nd: it is trading 19.1% above its 50-day average, the short-term trend line; weakest is setup 45th: day-to-day price swings are wider than usual versus its own recent 6-month history (wider than about 76% of it). Its score is docked 10 points for overextended (RSI above 75 or stochastic above 90).
In this list since 18 Aug 2026 — currently 9th in the list (3 days)
- Entered 18 Aug 2026: first selection for this list at rank 2, score 66.1.
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
Dividend coverage (FY2026)
Covered by reported results. In FY2026, BR's dividend was covered by reported results (earnings payout 39%, free-cash-flow payout 35%). This describes past coverage, not a forecast.
- Earnings payout39% dividends / net income
- Free-cash-flow payout35% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2026 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How Broadridge Financial Solutions looks technically
Broadridge Financial Solutions (BR) is trading 1.0% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed below its 200-day average about 198 trading days ago — a "death cross", a bearish long-term signal. A strong uptrend is in place — ADX, a 0–100 trend-strength gauge, is 31, with buyers in control. Momentum is stretched — its 14-day RSI (a 0–100 momentum gauge) is 71, in overbought territory (above 70). It just made a new 20-day high, its first since 2026-03-11, pushing above its recent trading range. It is 31.3% below its highest point of the past year.
Trend
9
| Distance from the 200-day | it is trading 1.0% above its 200-day average, the long-term trend line — a longer-term uptrend | +1.0% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $152.99 | $152.99 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $180.32 | $180.32 |
| Swing structure | each recent peak has been higher than the one before it and each dip has been shallower — the pattern chart-watchers call an uptrend, which describes where price has already been and not where it goes next | higher highs and higher lows |
| Last swing turn | its last significant turn was a swing high 17 calendar days ago — the swings before that are what the structure reading is measured on | 17 sessions |
| Wave structure | its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in the fourth leg, a pullback against that upward direction; the labelling fails if price closes below 155.13. It is the only labelling that fits, and it describes the swings already printed, not what comes next. | possible upward five-wave sequence, in wave 4 |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 198 trading days ago — a "death cross", a bearish long-term signal | 198 sessions |
| Above the 200-day after a dip | it recently dipped to its 200-day average (the long-term trend line) and has since climbed back above it — now about 1.0% above | +1.0% |
| Trend strength (14-day ADX) | a strong uptrend is in place — ADX, a 0–100 trend-strength gauge, is 31, with buyers in control | 30.8 |
Momentum
3
| 14-day RSI | momentum is stretched — its 14-day RSI (a 0–100 momentum gauge) is 71, in overbought territory (above 70) | 71.4 |
|---|---|---|
| Position in its 14-day range | it is trading right at the top of its 14-day range ($160.00 to $182.52) — its "stochastic" reading is 98 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 98.5 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, is in positive territory (momentum leaning bullish) | 36 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $265.37 | $265.37 |
|---|---|---|
| From the 52-week high | it is 31.3% below its 52-week high (its highest price of the past year) | -31.4% |
| Above the 52-week low | it is 36.1% above its 52-week low (its lowest price of the past year) | +36.1% |
| Below the 52-week high | it is 31.3% below its highest point of the past year | 31.4% |
| Since a 20-day breakout | it just made a new 20-day high, its first since 2026-03-11, pushing above its recent trading range | 1 session |
| Since a 55-day breakout | it just made a new 55-day high, its first since 2026-03-11, pushing above its recent trading range | 1 session |
| All-time high | its highest closing price on record is $271.91 (set on 2025-08-07) | $271.91 |
| Given back of the 52-week move | over the past year its closes ranged ($135.44 to $262.92), and it has recovered roughly a third of its fall from last year’s high — 37% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $214.22 to $218.30. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 36.7% |
| From the all-time high | it is 33.0% below its all-time high | -33.0% |
| Nearest price level | it is trading 9.7% above a support level at $164.44 — a price it turned at twice since 2026-02-12, most recently on 2026-04-17. Since 2024-08-21 it has 3 such levels below the current price and 7 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -9.7% |
| All-time low | its lowest closing price on record is $9.21 (set on 2008-11-21) | $9.21 |
| Above the all-time low | it is 1878.1% above its all-time low | +1,878% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are wider than usual versus its own recent 6-month history (wider than about 76% of it) | 76th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $5.52 between its high and its low — about 3.0% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $5.52 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $150.23 and $182.80 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $150.23 – $166.52 – $182.80 |
| Typical daily range (% of price) | its price moves about 3.0% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 3.0% |
| Stretch from the 200-day average | it is trading 0.3 daily ranges above its 200-day average price (1.0% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 0.3 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 1.01× |
|---|
Analyst
2
| Change in the average price target | analysts have raised their average price target by 0.9% since the prior reading | +0.9% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Price gaps
3
| Gap at the open | it opened on 2026-08-21 0.3% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | +0.3% |
|---|---|---|
| Open gap | it gapped 7.0% above the previous close 13 sessions ago and has not traded back through the level it left behind at 157.34 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | +7.0% |
| Gap filled | a 2.0% gap down opened on 2026-07-21 has been "filled" 19 sessions ago — price traded back through the level the gap left behind, and it took 4 sessions to close | 19 sessions ago |
Price streaks
1
| Closing streak | it has closed higher 4 sessions in a row, a +8.54% move over the run — an unbroken run of up days, which describes what has already happened and says nothing about the next session | 4 sessions up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 23.3 percentage points (the stock gained 25.6% while the market gained 2.3%) | +23.3% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 18.3 percentage points (the stock gained 21.4% while the market gained 3.1%) | +18.3% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 8.2 percentage points (the stock gained 2.9% while the market gained 11.1%) | -8.2% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 50.6 percentage points (the stock lost 30.2% while the market gained 20.5%) | -50.6% |
Signal agreement
2
| Bullish technical signals | 5 of the 9 technical signals we can compute for it are currently in a bullish state: a strong uptrend, with buyers in control, trading above its 200-day average, a fresh 20-day high, MACD momentum is positive, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 5 of 9 |
|---|---|---|
| Bearish technical signals | 4 of the 9 technical signals we can compute for it are currently in a bearish state: a "death cross" — its 50-day average is below its 200-day, its RSI momentum gauge is overbought (a stretched reading), lagging the market over 6 months, near the top of its 14-day range (overbought) — these describe past price behaviour, not a forecast | 4 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 23% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is thin, spanning 0.4% of the share price, which is taken to mean a barrier that gives way easily. | +23.4% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 10% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $165.02 — a volume-weighted average of daily closes over 157 sessions, not a true tick-by-tick VWAP. | +10.4% |
|---|---|---|
| Vs the average paid since it last reported | the price is 7% above the average price paid since it last reported on 2026-08-04 (its 10-K), so the typical buyer over that stretch is showing a gain. That average is $170.47 — a volume-weighted average of daily closes over 14 sessions, not a true tick-by-tick VWAP. | +6.9% |
Price levels it has turned at before
BR last closed at $182.18 on 2026-08-21. Since 2024-08-21 it has turned at 3 prices below its last close and 7 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $164.44 | Support | 9.7% below the last close | turned there twice · 2026-02-12 to 2026-04-17 |
| $207.45 | Resistance | 13.9% above the last close | turned there three times · 2024-09-06 to 2024-11-05 |
| $213.83 | Resistance | 17.4% above the last close | turned there four times · 2024-08-30 to 2025-11-06 |
| $149.59 | Support | 17.9% below the last close | turned there twice · 2026-04-10 to 2026-04-30 |
| $222.96 | Resistance | 22.4% above the last close | turned there 11 times · 2024-10-15 to 2026-01-12 |
| $133.86 | Support | 26.5% below the last close | turned there twice · 2026-06-22 to 2026-06-30 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in leg 4 of five, a pullback against that direction.
This labelling fails — stops being a possible reading at all — if it closes below $155.13.
It is the only labelling that fits these swings, though its proportions are not the textbook ones.
On past moves of this shape the leg has usually ended somewhere between $159.96 and $168.90 — that is where it has tended to end if the count holds, not a forecast of where the price goes.
This reading has stood for 2 trading days, since 2026-08-20.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Near 200-day moving-average support · Trading above the 200-day moving average · Overbought (14-day RSI above 70) · Pulled back from the 12-month high · Broke out to a new 20-day high · in a strong, established uptrend (ADX) | Learn: moving average · golden cross · adx · rsi · breakout · fifty two week high low
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (2.22 mean, 1=Strong Buy…5=Strong Sell) — 8 analysts
- Mean price target$213.25 range $176.00 – $250.00; median $219.50
Analyst estimates, as of 2026-08-18. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for BR
- Consensus EPS estimate$1.37 next reporting period, as of 2026-08-18
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Sensitivity to changes in complex financial services laws and regulations, particularly regarding proxy and regulatory communications.","Dependence on a concentrated client base where industry consolidation could reduce the total number of clients.","Risk of material cybersecurity breaches or system failures impacting client data and services."]
What changed in the latest 10-Q
AI-assisted comparison of BR's 10-Q filed 2026-04-30 against the prior one filed 2026-02-03.
Management's Discussion & Analysis (MD&A)
- Added:
- Acolin acquisition disclosed first in newer filing (January 2026 acquisition mentioned at start of acquisitions list, whereas older filing listed it last after iJoin and Signal)
- Removed:
- Specific purchase price amount of $70.1 million for Acolin removed from newer filing; newer filing groups all three acquisitions under single aggregate amount
- Reworded:
- Acquisitions section reorganized: newer filing lists Acolin first (January 2026), then iJoin (September 2025), then Signal (August 2025); older filing listed iJoin and Signal first, then Acolin last
- Aggregate purchase price changed from two separate statements ($70.5 million for iJoin and Signal; $70.1 million plus contingent consideration for Acolin in older filing) to single combined statement of $155.1 million net of cash acquired in newer filing
- Acolin contingent consideration liability language removed: older filing stated 'approximately $70.1 million plus an additional contingent consideration liability' while newer filing includes Acolin in single $155.1 million aggregate figure with no separate mention of contingent consideration
- Notes:
- Older filing text appears truncated at end of Investor Communication Solutions section ('omni-channel opti'); comparison limited to content available in both versions
- Newer filing consolidates acquisition pricing into aggregate amount; specific individual acquisition amounts no longer separately disclosed for iJoin and Signal in newer filing
Risk Factors
- Reworded:
- Period covered changed from 'Three Months Ended December 31' and 'Six Months Ended December 31' (older filing) to 'Three Months Ended March 31' and 'Nine Months Ended March 31' (newer filing)
- Comparison years changed from 2025/2024 (older filing) to 2026/2025 (newer filing)
- Balance sheet date changed from 'December 31, 2025' and 'June 30, 2025' (older filing) to 'March 31, 2026' and 'June 30, 2025' (newer filing)
- Notes:
- The forward-looking statements section is identical between both filings
- All financial statement line items, accounts, and structures remain the same; only the reporting periods and comparative years differ
- The newer filing (2026-04-30) presents results for the nine months ended March 31, 2026, while the older filing (2026-02-03) presented results for the six months ended December 31, 2025
- Specific financial figures differ between filings due to different reporting periods and comparison years, not due to changes in disclosure
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 1 open-market sale by insiders in the last 90 days.
- Last 90 days0 buys · 1 sell ($304720) — 1 selling insider
- Last 180 days0 buys · 1 sell ($304720) — 1 selling insider
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-06-04. As of 2026-08-24.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about BR's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Congressional trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 10 matched disclosures for BR from U.S. House Clerk Periodic Transaction Report filings.
Congressional trading disclosures →Institutional ownership (13F)
4 institutional 13F filers reported holding BR as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 4
- Reported shares held 16,971,993
- Reported value $2,762,884,893
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 2 increased, 2 decreased, 1 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
BR had 3,935,035 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
BR had 3.45% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 4.21 days to cover at the same settlement.
- Reported short interest (shares) 3,935,035
- Short interest (% of shares outstanding) 3.45%
- Prior settlement (shares) 4,023,079
- Reported change -2.19%
- Days to cover (reported) 4.21
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare BR vs…
Frequently asked questions
What does Broadridge Financial Solutions (BR) do?
Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions for financial services firms and public companies. Its offerings support investment processing, corporate governance, and digital communications, helping clients digitize operations and enhance investor engagement. The company operates through two main segments: Investor Communication Solutions and Global Technology and Operations.
What sector is Broadridge Financial Solutions (BR) in?
Broadridge Financial Solutions (BR) is classified in the Industrials sector. Its industry is Financial Technology (Fintech). It trades on NYSE.
Does BR pay a dividend?
Yes — Broadridge Financial Solutions (BR) pays a dividend, with an indicated yield of about 1.71% and at least 5 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Who are Broadridge Financial Solutions's (BR) competitors?
Notable peers of Broadridge Financial Solutions (BR) include FIS, Fiserv, Jack Henry & Associates and SS&C Technologies. This peer set is informational only — not financial advice.
Has there been recent Congressional stock trading in BR?
Yes — we hold 10 matched STOCK Act disclosures for BR from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is Broadridge Financial Solutions (BR) overbought or oversold right now?
Broadridge Financial Solutions (BR) is currently in overbought territory (its 14-day RSI is 71, above 70) (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on BR come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.