Broadridge Financial Solutions, Inc. $BR Holdings Trimmed by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. lowered its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR) by 5.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 563,281 shares of the business services provider’s stock after selling 29,562 shares during the period. Envestnet Asset Management Inc. owned approximately 0.48% of Broadridge Financial Solutions worth $134,157,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of BR. Vanguard Group Inc. boosted its position in Broadridge Financial Solutions by 2.0% during the 2nd quarter. Vanguard Group Inc. now owns 15,031,420 shares of the business services provider’s stock worth $3,653,086,000 after acquiring an additional 298,273 shares during the period. State Street Corp lifted its position in shares of Broadridge Financial Solutions by 0.6% in the second quarter. State Street Corp now owns 5,642,154 shares of the business services provider’s stock worth $1,376,006,000 after purchasing an additional 35,061 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Broadridge Financial Solutions by 4.3% during the second quarter. Geode Capital Management LLC now owns 3,292,241 shares of the business services provider’s stock worth $797,031,000 after purchasing an additional 136,386 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. grew its position in Broadridge Financial Solutions by 3.6% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,751,266 shares of the business services provider’s stock valued at $425,610,000 after purchasing an additional 61,659 shares in the last quarter. Finally, Invesco Ltd. increased its stake in Broadridge Financial Solutions by 2.5% in the 2nd quarter. Invesco Ltd. now owns 1,466,774 shares of the business services provider’s stock valued at $356,470,000 after buying an additional 36,355 shares during the period. Hedge funds and other institutional investors own 90.03% of the company’s stock.

Insider Buying and Selling

In related news, VP Thomas P. Carey sold 10,214 shares of the firm’s stock in a transaction 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 transaction, the vice president directly owned 6,026 shares in the company, valued at approximately $1,381,520.76. This trade represents a 62.89% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, President Christopher John Perry sold 3,984 shares of Broadridge Financial Solutions stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $226.00, for a total transaction of $900,384.00. Following the completion of the transaction, the president owned 44,829 shares in the company, valued at $10,131,354. This trade represents a 8.16% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 14,451 shares of company stock valued at $3,290,773. Company insiders own 1.10% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on BR shares. Weiss Ratings reissued a “buy (b)” rating on shares of Broadridge Financial Solutions in a research note on Monday, December 29th. UBS Group cut their price objective on Broadridge Financial Solutions from $280.00 to $250.00 and set a “neutral” rating for the company in a report on Thursday, November 13th. Needham & Company LLC lowered their target price on Broadridge Financial Solutions from $305.00 to $255.00 and set a “buy” rating on the stock in a research note on Wednesday. DA Davidson raised Broadridge Financial Solutions from a “neutral” rating to a “buy” rating and set a $228.00 target price on the stock in a research report on Wednesday. Finally, Raymond James Financial reiterated an “outperform” rating and set a $257.00 price target on shares of Broadridge Financial Solutions in a report on Tuesday. Five analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $247.71.

Trending Headlines about Broadridge Financial Solutions

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

• Positive Sentiment: Broadridge announced a deal to acquire CQG, adding execution management, algorithmic trading and analytics for global futures and options — broadening its trading stack and cross‑sell opportunity across order management and connectivity. Broadridge to Acquire CQG
• Positive Sentiment: Recent Q2 results beat estimates and Broadridge raised FY2026 EPS guidance (9.320–9.580), supporting higher forward earnings expectations and recurring revenue visibility. A Look At Broadridge Valuation After Robust Q2
• Positive Sentiment: Earnings call highlighted cash generation, growth initiatives and tokenization efforts — strategic themes that can support longer‑term margin expansion and product differentiation. Earnings Call Highlights / Presentation
• Positive Sentiment: DA Davidson upgraded Broadridge, a vote of confidence from sell‑side analysts that can support sentiment if follow‑through occurs. DA Davidson upgrade
• Positive Sentiment: Technical commentary notes BR is in oversold territory after recent declines and that analysts have been raising estimates — suggesting a potential rebound if selling pressure eases. Zacks: Poised for a Turnaround
• Neutral Sentiment: Press roundups and analyst commentary (e.g., Globe and Mail) provide mixed perspective on valuation and sector trends—useful context but not a direct catalyst. Analysts Offer Insights
• Negative Sentiment: Insider selling: Director Robert N. Duelks sold 253 shares on Feb. 6 (small amount relative to his stake), which can be read as near‑term selling pressure or profit‑taking by insiders. SEC filing: Insider Sale

Broadridge Financial Solutions Price Performance

NYSE BR opened at $182.05 on Friday. Broadridge Financial Solutions, Inc. has a fifty-two week low of $181.09 and a fifty-two week high of $271.91. The stock’s 50-day moving average is $218.26 and its two-hundred day moving average is $233.19. The firm has a market cap of $21.25 billion, a P/E ratio of 20.16 and a beta of 0.97. The company has a debt-to-equity ratio of 0.93, a current ratio of 0.97 and a quick ratio of 0.93.

Broadridge Financial Solutions (NYSE:BR) last issued its quarterly earnings data on Tuesday, February 3rd. The business services provider reported $1.59 EPS for the quarter, beating analysts’ consensus estimates 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 business had revenue of $1.71 billion for the quarter, compared to analyst estimates of $1.61 billion. During the same quarter in the prior year, the firm posted $1.56 EPS. The firm’s revenue for the quarter 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, analysts anticipate that Broadridge Financial Solutions, Inc. will post 8.53 earnings per share for the current fiscal year.

Broadridge Financial Solutions Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, January 5th. Stockholders of record on Friday, December 12th were paid a $0.975 dividend. This represents a $3.90 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date was Friday, December 12th. Broadridge Financial Solutions’s payout ratio is presently 43.19%.

Broadridge Financial Solutions Profile

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.