Broadridge Financial Solutions (NYSE:BR) Downgraded by Wall Street Zen to Hold

Broadridge Financial Solutions (NYSE:BR) was downgraded by equities research analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued to investors on Saturday.

A number of other analysts also recently commented on BR. JPMorgan Chase & Co. dropped their price target on shares of Broadridge Financial Solutions from $273.00 to $229.00 and set a “neutral” rating on the stock in a research report on Wednesday. UBS Group cut their target price on Broadridge Financial Solutions from $280.00 to $250.00 and set a “neutral” rating for the company in a research report on Thursday, November 13th. Morgan Stanley decreased their price target on 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. Weiss Ratings reissued a “buy (b)” rating on shares of Broadridge Financial Solutions in a research note on Monday, December 29th. Finally, Needham & Company LLC decreased their target price on Broadridge Financial Solutions from $305.00 to $255.00 and set a “buy” rating for the company in a research note on Wednesday. Five analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $247.71.

Broadridge Financial Solutions Stock Performance

BR opened at $182.05 on Friday. The company has a current ratio of 0.97, a quick ratio of 0.93 and a debt-to-equity ratio of 0.93. The business’s 50 day moving average is $218.26 and its 200-day moving average is $233.19. The stock has a market cap of $21.25 billion, a PE ratio of 20.16 and a beta of 0.97. Broadridge Financial Solutions has a twelve month low of $181.09 and a twelve month high of $271.91.

Broadridge Financial Solutions (NYSE:BR) last posted its earnings results on Tuesday, February 3rd. The business services provider reported $1.59 EPS for the quarter, beating 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 firm had revenue of $1.71 billion for the quarter, compared to analysts’ expectations of $1.61 billion. During the same period last year, the firm earned $1.56 EPS. The firm’s revenue was up 7.9% compared to the same quarter last year. Broadridge Financial Solutions has set its FY 2026 guidance at 9.320-9.580 EPS. On average, analysts predict that Broadridge Financial Solutions will post 8.53 earnings per share for the current year.

Insider Activity

In other Broadridge Financial Solutions news, VP Thomas P. Carey sold 10,214 shares of the company’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $229.26, for a total transaction of $2,341,661.64. Following the completion of the sale, the vice president directly owned 6,026 shares of the company’s stock, valued at approximately $1,381,520.76. This represents a 62.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Robert N. Duelks sold 253 shares of the firm’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $192.60, for a total transaction of $48,727.80. Following the completion of the transaction, the director owned 20,815 shares of the company’s stock, valued at approximately $4,008,969. The trade was a 1.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 14,451 shares of company stock valued at $3,290,773 over the last three months. Insiders own 1.10% of the company’s stock.

Hedge Funds Weigh In On Broadridge Financial Solutions

Large investors have recently made changes to their positions in the business. First Horizon Corp purchased a new position in Broadridge Financial Solutions during the third quarter valued at approximately $25,000. NewSquare Capital LLC boosted its stake in shares of Broadridge Financial Solutions by 89.5% during the 2nd quarter. NewSquare Capital LLC now owns 108 shares of the business services provider’s stock valued at $26,000 after buying an additional 51 shares during the period. Guerra Advisors Inc purchased a new position in shares of Broadridge Financial Solutions during the 3rd quarter valued at $29,000. Caitong International Asset Management Co. Ltd grew its holdings in shares of Broadridge Financial Solutions by 85.1% during the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 124 shares of the business services provider’s stock valued at $30,000 after acquiring an additional 57 shares in the last quarter. Finally, Bank of Jackson Hole Trust increased its stake in shares of Broadridge Financial Solutions by 110.3% in the second quarter. Bank of Jackson Hole Trust now owns 122 shares of the business services provider’s stock worth $30,000 after acquiring an additional 64 shares during the last quarter. Institutional investors and hedge funds own 90.03% of the company’s stock.

Key Headlines Impacting 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 Company 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.