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Technology - Information Technology Services - NYSE - US
$ 227.78
0.0967 %
$ 26.6 B
Market Cap
39.75
P/E
1. INTRINSIC VALUE

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.[ Read More ]

The intrinsic value of one BR stock under the base case scenario is HIDDEN Compared to the current market price of 228 USD, Broadridge Financial Solutions, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart BR

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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%
1.42 B REVENUE
-26.82%
134 M OPERATING INCOME
-72.55%
79.8 M NET INCOME
-75.31%
-126 M OPERATING CASH FLOW
-17.41%
-40.1 M INVESTING CASH FLOW
43.84%
152 M FINANCING CASH FLOW
126.15%
Balance Sheet Decomposition 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 456 M
PP&E 348 M
Other Non-Current Assets 5.9 B
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
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
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%
14.65% ROIC
14.65%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Broadridge Financial Solutions, Inc.
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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 $189 , with forecasts ranging from a low of $160 to a high of $210 .
BR Lowest Price Target Wall Street Target
160 USD -29.76%
BR Average Price Target Wall Street Target
189 USD -17.10%
BR Highest Price Target Wall Street Target
210 USD -7.81%
4. DIVIDEND ANALYSIS
0.37% DIVIDEND YIELD
0.88 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Broadridge Financial Solutions, Inc.
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Sold
0-3 MONTHS
26.3 M USD 8
3-6 MONTHS
13.2 M USD 5
6-9 MONTHS
5.22 M USD 3
9-12 MONTHS
11.7 M USD 3
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
Date Value Insider Amount Avg Price
5 days ago
Nov 12, 2024
Sell 763 K USD
Matlin Laura
CVP, Deputy GC and CCO
- 3351
227.6543 USD
5 days ago
Nov 12, 2024
Sell 787 K USD
Matlin Laura
CVP, Deputy GC and CCO
- 3459
227.6543 USD
6 days ago
Nov 11, 2024
Sell 881 K USD
Markus Maura A.
Director
- 3880
227.0195 USD
6 days ago
Nov 11, 2024
Sell 575 K USD
Carey Thomas P
Corporate VP
- 2535
226.816 USD
6 days ago
Nov 11, 2024
Sell 721 K USD
Carey Thomas P
Corporate VP
- 3177
226.816 USD
6 days ago
Nov 11, 2024
Sell 1.14 M USD
Carey Thomas P
Corporate VP
- 5045
226.816 USD
1 week ago
Nov 07, 2024
Sell 1.57 M USD
DESCHUTTER DOUGLAS RICHARD
Co-President ICS
- 7133
220.2116 USD
1 week ago
Nov 07, 2024
Sell 1.65 M USD
DESCHUTTER DOUGLAS RICHARD
Co-President ICS
- 7481
220.2116 USD
1 week ago
Nov 07, 2024
Sell 2.11 M USD
DESCHUTTER DOUGLAS RICHARD
Co-President ICS
- 9571
220.2116 USD
2 months ago
Sep 10, 2024
Sell 3.74 M USD
PERRY CHRISTOPHER JOHN
President
- 17534
213.4059 USD
2 months ago
Sep 06, 2024
Sell 1.88 M USD
DALY RICHARD J
Executive Chairman
- 9038
207.6627 USD
2 months ago
Sep 06, 2024
Sell 2.68 M USD
DALY RICHARD J
Executive Chairman
- 12900
207.6627 USD
2 months ago
Aug 26, 2024
Sell 1.21 M USD
BRUN LESLIE A
Director
- 5739
210.0502 USD
2 months ago
Aug 23, 2024
Sell 5.23 M USD
Gokey Timothy C
CEO
- 25000
209.3096 USD
2 months ago
Aug 21, 2024
Sell 1.37 M USD
PERRY CHRISTOPHER JOHN
President
- 6501
210.215 USD
2 months ago
Aug 19, 2024
Sell 34 K USD
PERRY CHRISTOPHER JOHN
President
- 162
210 USD
3 months ago
Aug 16, 2024
Sell 5.23 M USD
Gokey Timothy C
CEO
- 25000
209.1102 USD
3 months ago
Aug 16, 2024
Sell 63 K USD
PERRY CHRISTOPHER JOHN
President
- 300
210 USD
3 months ago
Aug 15, 2024
Sell 42 K USD
PERRY CHRISTOPHER JOHN
President
- 200
210.1494 USD
3 months ago
Aug 14, 2024
Sell 1.8 M USD
PERRY CHRISTOPHER JOHN
President
- 8701
207.1547 USD
3 months ago
Aug 14, 2024
Sell 1.83 M USD
PERRY CHRISTOPHER JOHN
President
- 8824
207.1256 USD
3 months ago
Aug 14, 2024
Sell 2.91 M USD
PERRY CHRISTOPHER JOHN
President
- 14014
207.6479 USD
3 months ago
Aug 08, 2024
Sell 145 K USD
Matlin Laura
CVP, Deputy GC and CCO
- 673
215.9996 USD
5 months ago
Jun 05, 2024
Sell 688 K USD
Duelks Robert N
Director
- 3473
198.0582 USD
5 months ago
May 20, 2024
Sell 501 K USD
Carey Thomas P
Corporate VP
- 2500
200.4028 USD
8 months ago
Mar 07, 2024
Sell 2.5 M USD
DESCHUTTER DOUGLAS RICHARD
Co-President ICS
- 12200
204.711 USD
8 months ago
Feb 29, 2024
Sell 167 K USD
Duelks Robert N
Director
- 830
201.58 USD
8 months ago
Feb 28, 2024
Sell 2.56 M USD
Carey Thomas P
Corporate VP
- 12731
201.0157 USD
9 months ago
Feb 06, 2024
Sell 4.52 M USD
DESCHUTTER DOUGLAS RICHARD
Co-President ICS
- 22722
199.0003 USD
10 months ago
Dec 28, 2023
Sell 1.04 M USD
PERRY CHRISTOPHER JOHN
President
- 5069
205.3171 USD
10 months ago
Dec 26, 2023
Sell 1.33 M USD
PERRY CHRISTOPHER JOHN
President
- 6643
200.1659 USD
10 months ago
Dec 22, 2023
Sell 544 K USD
PERRY CHRISTOPHER JOHN
President
- 2722.007
200.007 USD
11 months ago
Dec 08, 2023
Sell 80.7 K USD
Matlin Laura
CVP, Deputy GC and CCO
- 426
189.4911 USD
11 months ago
Dec 08, 2023
Sell 694 K USD
Matlin Laura
CVP, Deputy GC and CCO
- 3664
189.4911 USD
11 months ago
Dec 01, 2023
Sell 1.76 M USD
PERRY CHRISTOPHER JOHN
President
- 9026
195.2111 USD
11 months ago
Dec 01, 2023
Sell 1.74 M USD
PERRY CHRISTOPHER JOHN
President
- 9065
192.4321 USD
1 year ago
Nov 09, 2023
Sell 666 K USD
Gumbs Keir D
CVP and Chief Legal Officer
- 3771
176.6091 USD
1 year ago
Nov 08, 2023
Sell 3.65 M USD
PERRY CHRISTOPHER JOHN
President
- 20614
176.9419 USD
1 year ago
Sep 06, 2023
Sell 11 M USD
Gokey Timothy C
CEO
- 59341
185.6286 USD
1 year ago
Aug 30, 2023
Sell 772 K USD
PERRY CHRISTOPHER JOHN
President
- 4138
186.4533 USD
1 year ago
Aug 30, 2023
Sell 1.62 M USD
PERRY CHRISTOPHER JOHN
President
- 8696
186.4533 USD
1 year ago
Aug 30, 2023
Sell 501 K USD
Gumbs Keir D
CVP and Chief Legal Officer
- 2688
186.4132 USD
1 year ago
Aug 28, 2023
Sell 1.54 M USD
DALY RICHARD J
Executive Chairman
- 8297
185.4005 USD
1 year ago
Aug 22, 2023
Sell 446 K USD
Carey Thomas P
Corporate VP
- 2500
178.3976 USD
1 year ago
Aug 21, 2023
Sell 5.79 M USD
DALY RICHARD J
Executive Chairman
- 32450
178.2938 USD
1 year ago
Aug 21, 2023
Sell 7.06 M USD
DALY RICHARD J
Executive Chairman
- 39600
178.2938 USD
1 year ago
Aug 18, 2023
Sell 5.64 M USD
DALY RICHARD J
Executive Chairman
- 31565
178.8165 USD
1 year ago
Aug 18, 2023
Sell 895 K USD
DALY RICHARD J
Executive Chairman
- 5000
178.9119 USD
1 year ago
Aug 18, 2023
Sell 896 K USD
DALY RICHARD J
Executive Chairman
- 5000
179.1938 USD
1 year ago
Aug 18, 2023
Sell 1.7 M USD
DALY RICHARD J
Executive Chairman
- 9484
179.1603 USD
1 year ago
Aug 11, 2023
Sell 362 K USD
BRUN LESLIE A
Director
- 2000
181.2037 USD
1 year ago
Aug 14, 2023
Sell 4.18 M USD
DESCHUTTER DOUGLAS RICHARD
Corporate Vice President
- 22874
182.9479 USD
1 year ago
Aug 10, 2023
Sell 896 K USD
SCHIFELLITE ROBERT
Corporate SVP
- 5000
179.2662 USD
1 year ago
Aug 10, 2023
Sell 3.78 M USD
SCHIFELLITE ROBERT
Corporate SVP
- 21109
179.2662 USD
1 year ago
Aug 10, 2023
Sell 1.83 M USD
PERRY CHRISTOPHER JOHN
President
- 10118
180.5668 USD
1 year ago
Aug 09, 2023
Sell 349 K USD
PERRY CHRISTOPHER JOHN
President
- 1939
180.0873 USD
1 year ago
Jun 01, 2023
Sell 1.03 M USD
BRUN LESLIE A
Director
- 6900
148.9786 USD
1 year ago
May 19, 2023
Sell 623 K USD
Matlin Laura
VP, Deputy GC and CGO
- 4052
153.7297 USD
1 year ago
May 05, 2023
Sell 185 K USD
Duelks Robert N
Director
- 1200
154.345 USD
1 year ago
May 04, 2023
Sell 261 K USD
KALENKA ROBERT F
Corporate Vice President
- 1713
152.626 USD
1 year ago
May 04, 2023
Sell 1.16 M USD
KALENKA ROBERT F
Corporate Vice President
- 7568
152.626 USD
1 year ago
May 04, 2023
Sell 1.24 M USD
KALENKA ROBERT F
Corporate Vice President
- 8152
152.626 USD
1 year ago
May 04, 2023
Sell 763 K USD
SCHIFELLITE ROBERT
Corporate SVP
- 5000
152.5892 USD
1 year ago
May 04, 2023
Sell 1.63 M USD
SCHIFELLITE ROBERT
Corporate SVP
- 10695
152.5892 USD
1 year ago
May 04, 2023
Sell 116 K USD
Stingi Richard John
Corporate VP and CHRO
- 750
155.2672 USD
1 year ago
Feb 24, 2023
Sell 201 K USD
Duelks Robert N
Director
- 1425
141.0646 USD
1 year ago
Nov 22, 2022
Sell 484 K USD
PERNA THOMAS J
Director
- 3292
147.0872 USD
1 year ago
Nov 22, 2022
Sell 504 K USD
PERNA THOMAS J
Director
- 3426
147.0872 USD
1 year ago
Nov 22, 2022
Sell 587 K USD
PERNA THOMAS J
Director
- 3992
147.0872 USD
1 year ago
Nov 22, 2022
Sell 622 K USD
PERNA THOMAS J
Director
- 4227
147.0872 USD
1 year ago
Nov 22, 2022
Sell 4.06 M USD
PERNA THOMAS J
Director
- 27480
147.8252 USD
2 years ago
Aug 26, 2022
Sell 1.52 M USD
DALY RICHARD J
Executive Chairman
- 8683
175.04 USD
2 years ago
Aug 26, 2022
Sell 11.3 M USD
DALY RICHARD J
Executive Chairman
- 64300
175.39 USD
2 years ago
Aug 26, 2022
Sell 350 K USD
DALY RICHARD J
Executive Chairman
- 1985
176.34 USD
2 years ago
Aug 19, 2022
Sell 653 K USD
PERRY CHRISTOPHER JOHN
President
- 3702
176.2768 USD
2 years ago
Aug 17, 2022
Sell 368 K USD
Matlin Laura
VP, Deputy GC and CGO
- 2067
177.8131 USD
2 years ago
Aug 15, 2022
Sell 640 K USD
Carey Thomas P
Corporate VP
- 3570
179.1553 USD
2 years ago
Aug 15, 2022
Sell 651 K USD
Carey Thomas P
Corporate VP
- 3631
179.1553 USD
2 years ago
Aug 15, 2022
Sell 807 K USD
Carey Thomas P
Corporate VP
- 4502
179.1553 USD
2 years ago
Aug 15, 2022
Sell 896 K USD
Carey Thomas P
Corporate VP
- 5000
179.1553 USD
2 years ago
Aug 15, 2022
Sell 1.46 M USD
SCHIFELLITE ROBERT
Corporate SVP
- 8100
180.5009 USD
2 years ago
Aug 15, 2022
Sell 1.56 M USD
SCHIFELLITE ROBERT
Corporate SVP
- 8750
178.5942 USD
2 years ago
Aug 15, 2022
Sell 1.58 M USD
SCHIFELLITE ROBERT
Corporate SVP
- 8840
178.5942 USD
2 years ago
Aug 15, 2022
Sell 2.38 M USD
SCHIFELLITE ROBERT
Corporate SVP
- 13163
180.5009 USD
2 years ago
Aug 15, 2022
Sell 5.49 M USD
SCHIFELLITE ROBERT
Corporate SVP
- 30763
178.5942 USD
2 years ago
Aug 15, 2022
Sell 3.19 M USD
DESCHUTTER DOUGLAS RICHARD
Corporate Vice President
- 17855
178.5694 USD
2 years ago
Feb 16, 2022
Sell 189 K USD
Duelks Robert N
Director
- 1300
145.7504 USD
7. News
Broadridge Declares Quarterly Dividend of $0.88 Per Share NEW YORK , Nov. 14, 2024 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) announced that its Board of Directors has declared a quarterly cash dividend of $0.88 per share. The dividend is payable on January 3, 2025 to stockholders of record at the close of business on December 13, 2024. prnewswire.com - 2 days ago
Broadridge to Participate in Upcoming Investor Event NEW YORK , Nov. 11, 2024 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) announced that it will be participating at the Wolfe Research Wealth Symposium, including a fireside chat with management, available on Broadridge's Investor Relations page at www.broadridge-ir.com. Wolfe Research Wealth Symposium – New York City Date and Time: November 13, 2024, 12:30 P.M. prnewswire.com - 5 days ago
Broadridge: More High Single-Digit Earnings Growth Ahead Broadridge Financial Solutions has a strong history of profitable growth, robust markets, and resources for continued organic and acquisition-driven expansion, supporting a Buy rating. With a one-year price target of $247.53, I expect Broadridge's share price to rise by approximately 10% in the next year, driven by solid financial performance. Despite competitive pressures, Broadridge's scale and net income margin suggest a narrow moat, with expected EPS growth of 8% to 12% for fiscal 2025. seekingalpha.com - 1 week ago
Here is Why Growth Investors Should Buy Broadridge Financial (BR) Now Broadridge Financial (BR) is well positioned to outperform the market, as it exhibits above-average growth in financials. zacks.com - 1 week ago
Broadridge's Q1 Earnings Meet Estimates, Decline Year Over Year BR's first-quarter fiscal 2025 revenues decrease year over year. zacks.com - 1 week ago
Why Broadridge Financial Solutions (BR) is a Top Momentum Stock for the Long-Term Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service. zacks.com - 1 week ago
Broadridge Named a Category Leader by Chartis in Collateral Management Systems NEW YORK , Nov. 7, 2024 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR), today announced that its Banking Book Collateral Management Technology, COLLATE, has been recognized as a category leader in the latest Credit Lending Operations 2024 Report from Chartis, a leading provider of research and analysis on the global market for risk technology. The report evaluates the leading products offered in corporate, small and medium enterprise lending, syndicated lending and private/non-bank credit. prnewswire.com - 1 week ago
Broadridge Financial Solutions, Inc. (BR) Q1 2025 Earnings Call Transcript Broadridge Financial Solutions, Inc. (NYSE:BR ) Q1 2025 Results Conference Call November 5, 2024 8:30 AM ET Company Participants Edings Thibault - Head of Investor Relations Tim Gokey - Chief Executive Officer, Management Ashima Ghei - Interim Chief Finance Officer Conference Call Participants Dan Perlin - RBC Capital James Faucette - Morgan Stanley Puneet Jain - JPMorgan Patrick O'Shaughnessy - Raymond James Operator Good day, and welcome to the Broadridge Fiscal First Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode. seekingalpha.com - 1 week ago
Broadridge Financial (BR) Reports Q1 Earnings: What Key Metrics Have to Say While the top- and bottom-line numbers for Broadridge Financial (BR) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 1 week ago
Broadridge Financial Solutions (BR) Meets Q1 Earnings Estimates Broadridge Financial Solutions (BR) came out with quarterly earnings of $1 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $1.09 per share a year ago. zacks.com - 1 week ago
Broadridge Financial profit beats estimates on strength in global technology unit Fintech firm Broadridge Financial beat Wall Street estimates for first-quarter profit on Tuesday, helped by resilient demand in its global technology business. reuters.com - 1 week ago
Broadridge Reports First Quarter Fiscal 2025 Results Recurring revenues grew 3%; up 4% constant currency Closed sales rose 21% to $57 million Diluted EPS was $0.68 and Adjusted EPS was $1.00 Raising FY'25 guidance to include 6-8% Recurring revenue growth constant currency; reaffirming 8-12% Adjusted EPS growth NEW YORK , Nov. 5, 2024 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the first quarter ended September 30, 2024 of its fiscal year 2025. Results compared with the same period last year were as follows:   Summary Financial Results First Quarter Dollars in millions, except per share data   2025 2024 Change Recurring revenues $900 $871 3 %      Constant currency growth (Non-GAAP) 4 % Total revenues $1,423 $1,431 (1 %) Operating income $134 $148 (9 %)      Margin 9.4 % 10.4 % Adjusted Operating income (Non-GAAP) $185 $199 (7 %)      Margin (Non-GAAP) 13.0 % 13.9 % Diluted EPS $0.68 $0.76 (11 %) Adjusted EPS (Non-GAAP) $1.00 $1.09 (8 %) Closed sales $57 $48 21 % "Broadridge's first quarter results keep us on track to deliver a strong fiscal year 2025," said Tim Gokey, Broadridge CEO. prnewswire.com - 1 week ago
8. Profile Summary

Broadridge Financial Solutions, Inc. BR

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COUNTRY US
INDUSTRY Information Technology Services
MARKET CAP $ 26.6 B
Dividend Yield 0.37%
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 14000
Officers Ms. Laura Matlin Corporate Vice President, Deputy General Counsel & Chief Compliance Officer Mr. Christopher J. Perry President Ms. Ashima Ghei Corporate Vice President & Interim Chief Finance Officer Ms. Hope M. Jarkowski Corporate Vice President & Chief Legal Officer Mr. Richard J. Daly Executive Chairman Ms. Roz Smith Chief Operating Officer Mr. Timothy C. Gokey Chief Executive Officer & Director Mr. Tyler Derr Chief Technology Officer Mr. Thomas P. Carey Corporate Vice President and President of Global Technology & Operations Mr. W. Edings Thibault Head of Investor Relations