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 7,398 funds
0
Analysts bullish %
of 5 analysts
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: 124 | Existing positions closed: 76
12% more repeat investments, than reductions
Existing positions increased: 381 | Existing positions reduced: 339
12% more capital invested
Capital invested by funds: $22.3B [Q3] → $24.9B (+$2.57B) [Q4]
3% more funds holding
Funds holding: 996 [Q3] → 1,028 (+32) [Q4]
0.08% more ownership
Funds ownership: 89.12% [Q3] → 89.2% (+0.08%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 6 (+0) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$215
12%
downside
Avg. target
$241
1%
downside
High target
$260
7%
upside
5 analyst ratings
1 positive
20%
4 neutral
80%
0 negative
0%
JP Morgan Puneet Jain 33% 1-year accuracy 1 / 3 met price target | 2%upside $249 | Neutral Maintained | 3 Feb 2025 |
UBS Alex Kramm 69% 1-year accuracy 11 / 16 met price target | 7%upside $260 | Neutral Maintained | 3 Feb 2025 |
RBC Capital Daniel Perlin 44% 1-year accuracy 24 / 54 met price target | 6%upside $259 | Outperform Maintained | 3 Feb 2025 |
Morgan Stanley James Faucette 54% 1-year accuracy 13 / 24 met price target | 9%downside $222 | Equal-Weight Maintained | 3 Feb 2025 |
DA Davidson Peter Heckmann 51% 1-year accuracy 24 / 47 met price target | 12%downside $215 | Neutral Maintained | 21 Jan 2025 |
Financial journalist opinion
Based on 6 articles about BR published over the past 30 days
Neutral
PRNewsWire
1 week ago
BlackRock Regains Top Spot in the U.S. in Broadridge's Fund Brand 50 2025 Report
U.S. fund selectors value 'Solidity' and 'Client-oriented thinking' above all other attributes when it comes to partnering with asset managers NEW YORK , March 25, 2025 /PRNewswire/ -- The latest edition of Broadridge's Fund Brand 50 (FB50), an annual research study by global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR) was released today, highlighting the world's best-performing third-party asset management brands. The report reveals that a strong, respected, and trustworthy brand was the prime differentiator in a crowded marketplace for asset management firms, as fund selectors looked for well-known offerings and guaranteed returns from major global brands.
Positive
Zacks Investment Research
1 week ago
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.
Positive
Zacks Investment Research
3 weeks ago
Here's Why Broadridge Financial Solutions (BR) is a Strong Growth Stock
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.
Neutral
PRNewsWire
3 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.
Neutral
PRNewsWire
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.
Positive
Zacks Investment Research
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.
Neutral
PRNewsWire
1 month 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.
Positive
Zacks Investment Research
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.
Neutral
PRNewsWire
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.
Neutral
PRNewsWire
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.
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