Bessemer Group Inc. Buys 2,992 Shares of Broadridge Financial Solutions, Inc. $BR

Bessemer Group Inc. grew its position in Broadridge Financial Solutions, Inc. (NYSE:BR) by 82.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,640 shares of the business services provider’s stock after acquiring an additional 2,992 shares during the period. Bessemer Group Inc.’s holdings in Broadridge Financial Solutions were worth $1,582,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in BR. Norges Bank acquired a new stake in Broadridge Financial Solutions during the 2nd quarter worth $123,812,000. Vanguard Group Inc. grew its position in shares of Broadridge Financial Solutions by 2.0% in the 2nd quarter. Vanguard Group Inc. now owns 15,031,420 shares of the business services provider’s stock valued at $3,653,086,000 after purchasing an additional 298,273 shares during the period. Rakuten Investment Management Inc. bought a new stake in Broadridge Financial Solutions during the 3rd quarter worth approximately $41,635,000. Bank of America Corp DE raised its holdings in Broadridge Financial Solutions by 24.2% during the 2nd quarter. Bank of America Corp DE now owns 850,904 shares of the business services provider’s stock worth $206,795,000 after buying an additional 165,965 shares during the period. Finally, Geode Capital Management LLC lifted its stake in Broadridge Financial Solutions by 4.3% in the second quarter. Geode Capital Management LLC now owns 3,292,241 shares of the business services provider’s stock valued at $797,031,000 after buying an additional 136,386 shares in the last quarter. 90.03% of the stock is owned by institutional investors.

Insider Buying and Selling at Broadridge Financial Solutions

In related news, Director Robert N. Duelks sold 253 shares of Broadridge Financial Solutions stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $192.60, for a total transaction of $48,727.80. Following the completion of the sale, 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 position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, 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 transaction, the vice president 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 disclosure for this sale is available in the SEC filing. Insiders have sold a total of 14,451 shares of company stock worth $3,290,773 over the last ninety days. Insiders own 1.10% of the company’s stock.

Key Stories 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 Trading Down 5.9%

Broadridge Financial Solutions stock opened at $182.05 on Monday. The stock has a 50-day simple moving average of $218.26 and a 200 day simple moving average of $233.05. The stock has a market capitalization 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 quick ratio of 0.97 and a current ratio of 0.97. Broadridge Financial Solutions, Inc. has a 52 week low of $181.09 and a 52 week high of $271.91.

Broadridge Financial Solutions (NYSE:BR) last released its quarterly earnings data on Tuesday, February 3rd. The business services provider reported $1.59 earnings per share (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 analyst estimates of $1.61 billion. During the same quarter in the prior year, the company earned $1.56 earnings per share. The business’s revenue for the quarter 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. Analysts expect that Broadridge Financial Solutions, Inc. will post 8.53 earnings per share for the current year.

Broadridge Financial Solutions Dividend Announcement

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

Analyst Ratings Changes

BR has been the topic of a number of research analyst reports. Morgan Stanley dropped their price objective on shares of Broadridge Financial Solutions from $261.00 to $256.00 and set an “equal weight” rating on the stock in a report on Wednesday, November 5th. UBS Group decreased 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. Raymond James Financial reaffirmed an “outperform” rating and set a $257.00 price target on shares of Broadridge Financial Solutions in a research note on Tuesday, February 3rd. JPMorgan Chase & Co. lowered 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 note on Wednesday, February 4th. Finally, Needham & Company LLC cut their price target on shares of Broadridge Financial Solutions from $305.00 to $255.00 and set a “buy” rating on the stock in a research report on Wednesday, February 4th. Four investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Broadridge Financial Solutions currently has an average rating of “Moderate Buy” and an average price target of $247.71.

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.