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Technology - Information Technology Services - NYSE - US
$ 240.49
1.25 %
$ 28.1 B
Market Cap
37.64
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Mar, 31, 2025.

The intrinsic value of one BR stock under the worst case scenario is HIDDEN Compared to the current market price of 240 USD, Broadridge Financial Solutions, Inc. is HIDDEN

This DCF valuation model was last updated on Mar, 31, 2025.

The intrinsic value of one BR stock under the base case scenario is HIDDEN Compared to the current market price of 240 USD, Broadridge Financial Solutions, Inc. is HIDDEN

This DCF valuation model was last updated on Mar, 31, 2025.

The intrinsic value of one BR stock under the best case scenario is HIDDEN Compared to the current market price of 240 USD, Broadridge Financial Solutions, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart BR

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$245.0$245.0$240.0$240.0$235.0$235.0$230.0$230.0$225.0$225.0$220.0$220.0$215.0$215.0$210.0$210.0$205.0$205.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 Mar
FINANCIALS
6.51 B REVENUE
7.36%
1.02 B OPERATING INCOME
8.62%
698 M NET INCOME
10.70%
1.06 B OPERATING CASH FLOW
28.29%
-148 M INVESTING CASH FLOW
-84.08%
-856 M FINANCING CASH FLOW
-19.70%
1.59 B REVENUE
11.69%
211 M OPERATING INCOME
56.77%
142 M NET INCOME
78.45%
237 M OPERATING CASH FLOW
288.61%
-210 M INVESTING CASH FLOW
-424.44%
-24.1 M FINANCING CASH FLOW
-15.88%
Balance Sheet Broadridge Financial Solutions, Inc.
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Current Assets 1.54 B
Cash & Short-Term Investments 305 M
Receivables 1.07 B
Other Current Assets 170 M
Non-Current Assets 6.7 B
Long-Term Investments 271 M
PP&E 348 M
Other Non-Current Assets 6.08 B
3.70 %12.93 %3.29 %4.23 %73.79 %Total Assets$8.2b
Current Liabilities 1.42 B
Accounts Payable 314 M
Short-Term Debt 38 M
Other Current Liabilities 1.07 B
Non-Current Liabilities 4.65 B
Long-Term Debt 3.54 B
Other Non-Current Liabilities 1.11 B
5.17 %17.61 %58.26 %18.33 %Total Liabilities$6.1b
EFFICIENCY
Earnings Waterfall Broadridge Financial Solutions, Inc.
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Revenue 6.51 B
Cost Of Revenue 4.57 B
Gross Profit 1.93 B
Operating Expenses 917 M
Operating Income 1.02 B
Other Expenses 319 M
Net Income 698 M
7b7b6b6b5b5b4b4b3b3b2b2b1b1b007b(5b)2b(917m)1b(319m)698mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
29.72% GROSS MARGIN
29.72%
15.63% OPERATING MARGIN
15.63%
10.73% NET MARGIN
10.73%
32.20% ROE
32.20%
8.47% ROA
8.47%
11.80% ROIC
11.80%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Broadridge Financial Solutions, Inc.
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1b1b900m900m800m800m700m700m600m600m500m500m400m400m300m300m200m200m100m100m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 698 M
Depreciation & Amortization 478 M
Capital Expenditures -113 M
Stock-Based Compensation 70.6 M
Change in Working Capital -31.2 M
Others -170 M
Free Cash Flow 943 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Broadridge Financial Solutions, Inc.
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Wall Street analysts predict an average 1-year price target for BR of $215 , with forecasts ranging from a low of $185 to a high of $250 .
BR Lowest Price Target Wall Street Target
185 USD -23.07%
BR Average Price Target Wall Street Target
215 USD -10.60%
BR Highest Price Target Wall Street Target
250 USD 3.95%
Price
Max Price Target
Min Price Target
Average Price Target
250250240240230230220220210210200200190190180180May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26
4. DIVIDEND ANALYSIS
0.39% DIVIDEND YIELD
0.88 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
3.5003.5003.0003.0002.5002.5002.0002.0001.5001.5001.0001.0000.5000.5000.0000.0000.270.30.330.3650.4850.540.5750.640.7250.80.880.270.30.330.3650.4850.540.5750.640.7250.80.30.330.3650.4850.540.5750.640.7250.80.880.31.140.331.260.3651.390.4851.700.542.050.5752.230.642.430.7252.730.83.050.883.360.882015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 14
6. Ownership
Insider Ownership Broadridge Financial Solutions, Inc.
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Sold
0-3 MONTHS
31.4 M USD 5
3-6 MONTHS
13.8 M USD 4
6-9 MONTHS
28.2 M USD 5
9-12 MONTHS
1.19 M USD 2
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Broadridge Stock Rises 11% in 6 Months: What You Should Know BR gains advantages from its growth initiatives across governance, capital markets and wealth management. zacks.com - 2 weeks ago
Broadridge Investor Pulse Now an Interactive Tool Enabling Public Access to Analyze Investment Behavior of Nearly 50 Million U.S. Retail Investors New personal rate of return metric added, shows main street investors' return for 2024 at 13.5% vs 25% for S&P 500 and 1.3% for Bloomberg Aggregate Bond Index Investor Pulse highlights investors are blending professional advice with rising DIY strategies, but advice driven investors had double the investment assets of their self-directed peers Broadridge unlocks unprecedented transparency into main street investment behavior; makes definitive source of U.S. retail investment behavior publicly available NEW YORK , March 11, 2025 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR) has released its latest Investor Pulse update via its new interactive, publicly available tool, providing critical insight into U.S. individual investor habits to enable asset managers, advisors, policy professionals and investors to deepen their understanding of the national investment landscape. A new feature of Broadridge's Investor Pulse includes the addition of the first-of-its-kind large scale analysis of individual investor rates of return. prnewswire.com - 3 weeks ago
Only 15% of Organizations View Themselves as Change Agents, Study Finds Market factors such as technological advances, geopolitical shifts and more are accelerating the need for companies to prepare for corporate upheaval MENLO PARK, Calif. , March 11, 2025 /PRNewswire/ -- Organizations globally are operating in an environment that is changing rapidly, and those that view themselves as disruptors operate differently compared to organizations that view themselves at risk of being disrupted. prnewswire.com - 3 weeks ago
Here's Why You Should Retain Broadridge Stock in Your Portfolio Now BR's proactive expansion strategies and shareholder-friendly initiatives are commendable. However, a highly competitive environment is a major headwind. zacks.com - 4 weeks ago
Broadridge to Participate in Upcoming Investor Events NEW YORK , Feb. 25, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR) announced that it will be participating at three upcoming investor events. Two of these events will include fireside chats with management, which will be available on Broadridge's Investor Relations page at www.broadridge-ir.com. prnewswire.com - 1 month ago
Why Broadridge Financial Solutions (BR) is a Top Stock for the Long-Term Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List. zacks.com - 1 month ago
Broadridge Recognized for Industry Leading Asset Management Capabilities Receives outsourced operations and managed services category awards in recent Chartis Research Buyside Platforms Rankings NEW YORK , Feb. 25, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) announces its recognition in the recently released Chartis Research Buyside Platforms 2024 Rankings, earning two category awards, including the prestigious Outsourced Operations and Managed Services (Cross-asset, Lifecycle, and Operations) honors. This achievement highlights Broadridge's vital role as a trusted partner to buy-side firms in providing private and public investment management technology and managed services platforms to navigate operational transformation and accelerate innovation within a rapidly evolving industry. prnewswire.com - 1 month ago
Nordnet AB Selects Shareholder Disclosure Solution from Broadridge NEW YORK and LONDON and COPENHAGEN, Denmark , Feb. 24, 2025 /PRNewswire/ -- In line with its obligations under the updated Shareholder Rights Directive (SRDII), Nordnet Bank AB, a leading pan-Nordic digital platform for savings and investments, has commenced live operations with an international shareholder disclosure solution from global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR). "We are firmly committed to the advancement of shareholder democracy throughout the financial services industry," said Quincy Curry, Director of Securities Brokerage at Nordnet. prnewswire.com - 1 month ago
Why Broadridge Financial Solutions (BR) is a Top Growth Stock for the Long-Term Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores. zacks.com - 1 month ago
BNP Paribas' Securities Services Business Adopts Broadridge's Global Class Action Solution to Maximize its Clients' Global Asset Recovery Opportunities Broadridge's solution provides comprehensive global class action coverage, maximizes claims and increases investor participation in settlement recoveries NEW YORK and LONDON and PARIS , Feb. 19, 2025 /PRNewswire/ -- BNP Paribas' Securities Services business, a leading global custodian with USD 13.7 trillion under custody, has partnered with global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR) to expand its global custody services, appointing Broadridge as service provider for its global securities class action services. "As the Securities Services business of BNP Paribas, we are committed to delivering innovative and differentiating products and services to our clients. prnewswire.com - 1 month ago
Broadridge and Upvest to Deliver End-to-End Proxy Voting and Shareholder Disclosure Solutions Broadridge enables Upvest to streamline shareholder interactions with enhanced transparency, further enabling the democratization and digitization of corporate governance NEW YORK and BERLIN , Feb. 12, 2025 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR), announced its extended strategic global agreement with Upvest, a leading provider of investment infrastructure in Europe, to further deliver and enhance end-to-end proxy voting and shareholder disclosure solutions for Upvest clients and their end users. "We are thrilled to be chosen by Upvest as their proxy voting and shareholder disclosure partner," said Demi Derem, SVP of International Investor Communication Solutions at Broadridge. prnewswire.com - 1 month ago
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. zacks.com - 1 month ago
8. Profile Summary

Broadridge Financial Solutions, Inc. BR

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COUNTRY US
INDUSTRY Information Technology Services
MARKET CAP $ 28.1 B
Dividend Yield 0.39%
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.
Contact 5 Dakota Drive, Lake Success, NY, 11042 https://www.broadridge.com
IPO Date March 22, 2007
Employees 14600
Officers Mr. Thomas P. Carey Corporate Vice President and President of Global Technology & Operations Ms. Ashima Ghei Corporate Vice President & Chief Finance Officer Ms. Hope M. Jarkowski Corporate Vice President & Chief Legal Officer Ms. Laura Matlin Corporate Vice President, Deputy General Counsel & Chief Compliance Officer Mr. Tyler Derr Chief Technology Officer Mr. Timothy C. Gokey Chief Executive Officer & Director Ms. Roz Smith Chief Operating Officer Mr. Christopher J. Perry President Mr. Richard J. Daly Executive Chairman Mr. W. Edings Thibault Head of Investor Relations