Broadridge Financial Solutions (NYSE:BR) Raised to “Buy” at DA Davidson

Broadridge Financial Solutions (NYSE:BR) was upgraded by investment analysts at DA Davidson from a “neutral” rating to a “buy” rating in a research report issued to clients and investors on Wednesday, Marketbeat reports. The firm currently has a $228.00 target price on the business services provider’s stock. DA Davidson’s target price points to a potential upside of 18.03% from the stock’s previous close.

BR has been the subject of several other research reports. Morgan Stanley lowered their target price on shares of Broadridge Financial Solutions from $261.00 to $256.00 and set an “equal weight” rating for the company in a research note on Wednesday, November 5th. Needham & Company LLC decreased their price target on shares of Broadridge Financial Solutions from $305.00 to $255.00 and set a “buy” rating for the company in a report on Wednesday. Wall Street Zen raised shares of Broadridge Financial Solutions from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. UBS Group dropped their price objective on shares of Broadridge Financial Solutions from $280.00 to $250.00 and set a “neutral” rating on the stock in a research note on Thursday, November 13th. Finally, Raymond James Financial reissued an “outperform” rating and issued a $257.00 target price on shares of Broadridge Financial Solutions in a report on Tuesday. Five equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $247.71.

Broadridge Financial Solutions Stock Up 1.6%

Shares of Broadridge Financial Solutions stock opened at $193.18 on Wednesday. The company has a quick ratio of 0.93, a current ratio of 0.97 and a debt-to-equity ratio of 0.93. The firm has a market cap of $22.55 billion, a P/E ratio of 21.39 and a beta of 0.97. Broadridge Financial Solutions has a fifty-two week low of $183.30 and a fifty-two week high of $271.91. The business has a 50-day moving average price of $219.19 and a 200 day moving average price of $233.61.

Broadridge Financial Solutions (NYSE:BR) last issued its earnings results on Tuesday, February 3rd. The business services provider reported $1.59 EPS for the quarter, topping the consensus estimate of $1.34 by $0.25. Broadridge Financial Solutions had a return on equity of 40.70% and a net margin of 14.86%.The company had revenue of $1.71 billion during the quarter, compared to analyst estimates of $1.61 billion. During the same quarter last year, the firm earned $1.56 EPS. The business’s revenue was up 7.9% on a year-over-year basis. Broadridge Financial Solutions has set its FY 2026 guidance at 9.320-9.580 EPS. On average, sell-side analysts forecast that Broadridge Financial Solutions will post 8.53 earnings per share for the current fiscal year.

Insider Activity

In related news, President Christopher John Perry sold 3,984 shares of the stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $226.00, for a total value of $900,384.00. Following the completion of the transaction, the president directly owned 44,829 shares of the company’s stock, valued at $10,131,354. This represents a 8.16% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Thomas P. Carey sold 10,214 shares of the firm’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $229.26, for a total value of $2,341,661.64. Following the completion of the sale, the vice president owned 6,026 shares in the company, valued at approximately $1,381,520.76. This represents a 62.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.10% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of BR. CX Institutional raised its stake in shares of Broadridge Financial Solutions by 2.8% during the third quarter. CX Institutional now owns 1,633 shares of the business services provider’s stock valued at $389,000 after purchasing an additional 44 shares in the last quarter. Harbour Investments Inc. increased its stake in Broadridge Financial Solutions by 10.1% during the 2nd quarter. Harbour Investments Inc. now owns 489 shares of the business services provider’s stock valued at $119,000 after buying an additional 45 shares during the period. Signaturefd LLC raised its position in shares of Broadridge Financial Solutions by 2.2% during the 3rd quarter. Signaturefd LLC now owns 2,090 shares of the business services provider’s stock worth $498,000 after buying an additional 45 shares in the last quarter. Strategic Blueprint LLC raised its position in shares of Broadridge Financial Solutions by 5.6% during the 3rd quarter. Strategic Blueprint LLC now owns 880 shares of the business services provider’s stock worth $210,000 after buying an additional 47 shares in the last quarter. Finally, PAX Financial Group LLC lifted its stake in shares of Broadridge Financial Solutions by 5.6% in the 2nd quarter. PAX Financial Group LLC now owns 926 shares of the business services provider’s stock worth $225,000 after acquiring an additional 49 shares during the period. 90.03% of the stock is owned by institutional investors and hedge funds.

Key Broadridge Financial Solutions News

Here are the key news stories impacting Broadridge Financial Solutions this week:

• Positive Sentiment: Q2 results beat and guidance lift — Broadridge reported better-than-expected revenue and EPS for Q2, raised its fiscal‑2026 adjusted EPS growth outlook (now ~9%–12% growth), and reaffirmed its full‑year outlook, which supports the near‑term bullish case. BR Q2 2026 Earnings
• Positive Sentiment: Analyst upgrade from DA Davidson — DA Davidson upgraded BR from Neutral to Buy with a $228 target, adding dealer support to the rally and signaling institutional confidence in near‑term fundamentals. DA Davidson Upgrade
• Positive Sentiment: Needham keeps Buy rating (target reset) — Needham maintained a Buy rating while lowering its target, indicating continued conviction in Broadridge’s growth runway despite reassessed valuation assumptions. Needham Rating
• Positive Sentiment: Technical/earnings momentum could spark a reversal — Analysts note BR moved into technically oversold territory after recent sell‑off; combined with upward earnings estimate revisions, this increases the probability of a trend reversal. Zacks Turnaround Note
• Neutral Sentiment: Earnings call: cash, growth and tokenization strategy highlighted — Management emphasized cash generation and growth drivers while discussing tokenization initiatives; the commentary supports the growth story but also framed tokenization as a strategic area requiring investment. Earnings Call Highlights
• Neutral Sentiment: Company to host investor events — Broadridge announced upcoming investor presentations and a fireside chat, which can help management communicate strategy and possibly sustain interest, but are informational rather than catalytic. Investor Events
• Neutral Sentiment: Board expansion — Appointment of new independent directors improves governance depth; positive for long‑term oversight but unlikely to move the stock materially near term. Board Expansion
• Negative Sentiment: Tokenization risk flagged — A Seeking Alpha piece warns tokenization could disrupt Broadridge’s intermediary business model; although BR is investing in tokenization, monetizing those initiatives at scale is uncertain and represents a medium‑term risk. Tokenization Risk Article
• Negative Sentiment: JPMorgan trims price target and moves to Neutral — JPM lowered its target significantly and set a Neutral rating, which can temper upside expectations and cap momentum from upgrades. JPMorgan Price Target Note

About Broadridge Financial Solutions

Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.

Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.