Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions, Inc.

BRยทNYSE

$152.59

-1.4%
TechnologyInformation Technology Services

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.

At a Glance

Live Snapshot
Market Cap$17.65B
EPS7.1700
P/E Ratio21.28
Earnings Date08/04/2026
13.05%
Return on Invested Capital
11%
3Y+48.0%
5Y+4.0%
10Y-8.0%
31.62%
Return on Equity
-2%
3Y+13.0%
5Y-8.0%
10Y+7.0%
9.82%
Return on Assets
16%
3Y+49.0%
5Y+4.0%
10Y-8.0%
Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions, Inc. Management Team

BR ยท NYSE
MT

Mr. Timothy C. Gokey

Chief Executive Officer & Director

Compensation

$2,854,930

Born 1962(Age 64)
male
MR

Ms. Roz Smith

Chief Operating Officer

female
MT

Mr. Tyler Derr

Chief Technology Officer

male
MA

Ms. Ashima Ghei

Corporate Vice President & Chief Finance Officer

Born 1980(Age 46)
female
MH

Ms. Hope M. Jarkowski

Corporate Vice President & Chief Legal Officer

Compensation

$377,720

Born 1975(Age 51)
female
MT

Mr. Thomas P. Carey

Corporate Vice President and President of Global Technology & Operations

Compensation

$1,867,234

Born 1971(Age 55)
male
ML

Ms. Laura Matlin

Corporate Vice President, Deputy General Counsel & Chief Compliance Officer

Born 1959(Age 67)
female
MA

Ms. Ashima Ghei

Corporate Vice President, Executive Officer & Chief Finance Officer

Compensation

$1,073,174

Born 1980(Age 46)
female
MH

Ms. Hope M. Jarkowski

Corporate Vice President, Executive Officer & Chief Legal Officer

Compensation

$1,105,082

Born 1975(Age 51)
female
MT

Mr. Thomas P. Carey

Corporate Vice President, Executive Officer and President of Global Technology & Operations

Compensation

$1,909,739

Born 1971(Age 55)
male
MR

Mr. Richard J. Daly

Executive Chairman

Compensation

$1,825,757

Born 1953(Age 73)
male
MR

Mr. Richard J. Daly

Executive Chairman & Executive Officer

Born 1953(Age 73)
male
br

Broadridge Financial Solutions, Inc. Insider Positioning

BR ยท NYSE

During the last 12 months, insiders have purchased $1.03M and sold $43.42M worth of BR shares, resulting in $42.39M of net selling activity.

3 Months

Bought

5.3K

1.03M

Sold

0

0.00

Net Activity

+1.0M

+$1.03M

3-6 Months

Bought

0

0.00

Sold

253

48.73K

Net Activity

-49K

-$49K

6-9 Months

Bought

0

0.00

Sold

5.1K

1.16M

Net Activity

-1.2M

-$1.16M

9-12 Months

Bought

0

0.00

Sold

162.7K

42.21M

Net Activity

-42.2M

-$42.21M

Top Buyers

1
GTC

Gokey Timothy C

Director, Officer: Ceo

5.3K sharesโ€ข1 transactions

$1.03M

Top Sellers

1
GTC

Gokey Timothy C

Officer: Ceo

146.2K sharesโ€ข5 transactions

$38.05M

2
PCJ

Perry Christopher John

Officer: President

11.0K sharesโ€ข2 transactions

$2.75M

3
DDR

Deschutter Douglas Richard

Officer: Co-President Ics

4.9K sharesโ€ข1 transactions

$1.20M

4
MMA

Markus Maura A.

Director

3.6K sharesโ€ข1 transactions

$864K

5
DRN

Duelks Robert N

Director

1.3K sharesโ€ข3 transactions

$294K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $42.39M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.02:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.03M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

SEC Filings

BR - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
DEF 14A

DEF 14A 2025

N/A

October 02, 2025
November 13, 2025
2025
DEF 14A

DEF 14A 2024

N/A

October 02, 2024
November 14, 2024
2024
DEF 14A

DEF 14A 2023

N/A

September 27, 2023
November 09, 2023
2023
DEF 14A

DEF 14A 2022

N/A

September 27, 2022
November 10, 2022
2022
DEF 14A

DEF 14A 2021

N/A

October 05, 2021
November 18, 2021
2021
DEF 14A

DEF 14A 2020

N/A

October 06, 2020
November 19, 2020
2020
DEF 14A

DEF 14A 2019

N/A

October 02, 2019
November 14, 2019
2019
DEF 14A

DEF 14A 2018

N/A

September 24, 2018
November 08, 2018
2018
DEF 14A

DEF 14A 2017

N/A

October 02, 2017
November 16, 2017
2017
DEF 14A

DEF 14A 2016

N/A

October 03, 2016
November 17, 2016
2016
Showing 1 to 10 of 19 filings