Broadridge
About: Broadridge Financial Solutions, which was spun off from Automatic Data Processing in 2007, is a leading provider of investor communication and technology-driven solutions to banks, broker/dealers, traditional and alternative-asset managers, wealth managers, and corporate issuers. Broadridge is composed of two segments: investor communication solutions and global technology and operations.
Employees: 14,600
0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
122% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $5.06M
68% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 76
14% more repeat investments, than reductions
Existing positions increased: 384 | Existing positions reduced: 336
12% more capital invested
Capital invested by funds: $22.2B [Q3] → $24.8B (+$2.65B) [Q4]
4% more funds holding
Funds holding: 997 [Q3] → 1,033 (+36) [Q4]
0.27% more ownership
Funds ownership: 88.74% [Q3] → 89.01% (+0.27%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 6 (+0) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$222
6%
downside
Avg. target
$248
4%
upside
High target
$260
10%
upside
4 analyst ratings
1 positive
25%
3 neutral
75%
0 negative
0%
JP Morgan Puneet Jain 33% 1-year accuracy 1 / 3 met price target | 5%upside $249 | Neutral Maintained | 3 Feb 2025 |
UBS Alex Kramm 50% 1-year accuracy 9 / 18 met price target | 10%upside $260 | Neutral Maintained | 3 Feb 2025 |
RBC Capital Daniel Perlin 29% 1-year accuracy 15 / 52 met price target | 9%upside $259 | Outperform Maintained | 3 Feb 2025 |
Morgan Stanley James Faucette 42% 1-year accuracy 10 / 24 met price target | 6%downside $222 | Equal-Weight Maintained | 3 Feb 2025 |
Financial journalist opinion
Based on 11 articles about BR published over the past 30 days
Neutral
PRNewsWire
5 hours ago
OneDigital Financial Selects Broadridge Technology to Grow Retirement Practice and Enhance Advisor Efficiency
NEW YORK , April 24, 2025 /PRNewswire/ -- As retirement planning grows more complex and advisory firms seek scalable, enterprise-wide solutions, OneDigital Financial Services has selected Broadridge Financial Solutions, Inc. (NYSE: BR) to enhance advisor efficiency and support its expanding retirement business. The partnership brings Broadridge's data aggregation, monitoring, reporting, and proprietary fund scoring capabilities to OneDigital's national platform.
Neutral
PRNewsWire
2 days ago
Broadridge Schedules Webcast and Conference Call to Review Third Quarter Fiscal Year 2025 Results on May 1, 2025
NEW YORK , April 21, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR) is scheduled to release its financial results for the third quarter of fiscal year 2025 on Thursday, May 1, 2025. Broadridge will host a webcast and conference call to discuss those results at 8:30 a.m.
Positive
Zacks Investment Research
1 week ago
Earnings Growth & Price Strength Make Broadridge Financial Solutions (BR) a Stock to Watch
The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
Neutral
Zacks Investment Research
1 week ago
3 Outsourcing Stocks to Consider Amid Industry Challenges
The Zacks Outsourcing industry is well-positioned to gain from the surging demand for business process outsourcing, AI and ML. EXLS, BBSI and BR are three stocks that are set to capitalize on the growing demand.
Positive
Zacks Investment Research
2 weeks ago
Is Broadridge Financial Solutions (BR) Stock Outpacing Its Business Services Peers This Year?
Here is how Broadridge Financial Solutions (BR) and Fiserv (FI) have performed compared to their sector so far this year.
Neutral
PRNewsWire
2 weeks ago
Broadridge Collaborates with Fnality to Enable Real-Time Settlement for Intraday Repo Transactions
Fnality's digital representation of funds held at central banks serves as a settlement rail for Broadridge's DLR platform bringing greater efficiency, liquidity and risk reduction to financial markets in both the U.S. and Europe NEW YORK , April 9, 2025 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions Inc. (NYSE: BR), today announced the completion of a successful collaboration with Fnality, a blockchain-based wholesale payments firm, demonstrating interoperability between Broadridge's Distributed Ledger Repo (DLR) platform and Fnality's Payment System (FnPS), showcasing the transformative power of tokenization in financial markets. This work paves the way for real-time delivery versus payment (DvP) settlement of intraday repo transactions, leveraging a digital representation of funds held at central banks – a vital enabler of digital financial markets – as a settlement rail.
Positive
Zacks Investment Research
2 weeks ago
All You Need to Know About Broadridge Financial (BR) Rating Upgrade to Buy
Broadridge Financial (BR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Neutral
PRNewsWire
2 weeks ago
Broadridge Launches Global Digital Assets Solutions
Enabling financial institutions to scale digital asset strategies effectively in compliance with global regulation, while further enhancing investor education and choice NEW YORK , April 8, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), today announced the launch of Broadridge Digital Assets Solutions, capabilities aimed at helping financial institutions effectively scale their digital asset strategies while complying with evolving global regulations in the rapidly growing crypto and digital asset space. "By leveraging our trusted expertise in data, governance solutions, and investor communications we are helping clients provide useful information to investors and participants in the crypto and digital assets space, furthering the democratization of investing," said Mike Tae, Co-President of Broadridge's Investor Communication Solutions Business.
Positive
Zacks Investment Research
2 weeks ago
Here's Why You Should Retain Broadridge Financial Stock for Now
BR's commitment to returning value to shareholders makes it a solid option for investors aiming for long-term wealth accumulation.
Neutral
PRNewsWire
3 weeks ago
Investments in AI and Digital Asset Surge While Data and Legacy Tech Challenges Persist, Broadridge Digital Transformation Study Finds
Data harmonization is key when it comes to implementing AI and digital assets with 80% of firms making moderate-to-large investments in AI this year; 50% of executives believe there will be a significant adoption of digital assets and ledger technology within the capital markets over the next several years. While 58% of financial services technology and operations executives agree a clear data strategy leads to the maximum rate of return on technology investments, 40% admit to having data quality issues.
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