Broadridge
About: Broadridge Financial Solutions, which was spun off from Automatic Data Processing in 2007, is a leading provider of investor communications 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
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
122% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $5.06M
63% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 73
12% more repeat investments, than reductions
Existing positions increased: 372 | Existing positions reduced: 333
11% more capital invested
Capital invested by funds: $22.4B [Q3] → $24.7B (+$2.39B) [Q4]
1% more funds holding
Funds holding: 996 [Q3] → 1,002 (+6) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 6 (+0) [Q4]
0.66% less ownership
Funds ownership: 89.42% [Q3] → 88.75% (-0.66%) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
JP Morgan Puneet Jain 80% 1-year accuracy 4 / 5 met price target | 6%upside $249 | Neutral Maintained | 3 Feb 2025 |
UBS Alex Kramm 63% 1-year accuracy 10 / 16 met price target | 10%upside $260 | Neutral Maintained | 3 Feb 2025 |
RBC Capital Daniel Perlin 77% 1-year accuracy 41 / 53 met price target | 10%upside $259 | Outperform Maintained | 3 Feb 2025 |
Morgan Stanley James Faucette 75% 1-year accuracy 21 / 28 met price target | 6%downside $222 | Equal-Weight Maintained | 3 Feb 2025 |
DA Davidson Peter Heckmann 75% 1-year accuracy 36 / 48 met price target | 9%downside $215 | Neutral Maintained | 21 Jan 2025 |
Financial journalist opinion
Based on 22 articles about BR published over the past 30 days









