Broadridge Financial Solutions, Inc. $BR Shares Sold by Wealthfront Advisers LLC

Wealthfront Advisers LLC lowered its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR) by 26.5% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 14,366 shares of the business services provider’s stock after selling 5,178 shares during the period. Wealthfront Advisers LLC’s holdings in Broadridge Financial Solutions were worth $3,206,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. First Horizon Corp acquired a new position in shares of Broadridge Financial Solutions in the third quarter valued at approximately $25,000. Guerra Advisors Inc acquired a new position in shares of Broadridge Financial Solutions in the third quarter valued at approximately $29,000. WPG Advisers LLC grew its holdings in shares of Broadridge Financial Solutions by 77.5% in the fourth quarter. WPG Advisers LLC now owns 142 shares of the business services provider’s stock valued at $32,000 after purchasing an additional 62 shares in the last quarter. Lodestone Wealth Management LLC acquired a new position in shares of Broadridge Financial Solutions in the fourth quarter valued at approximately $39,000. Finally, ORG Partners LLC grew its holdings in shares of Broadridge Financial Solutions by 57.4% in the third quarter. ORG Partners LLC now owns 181 shares of the business services provider’s stock valued at $44,000 after purchasing an additional 66 shares in the last quarter. Institutional investors and hedge funds own 90.03% of the company’s stock.

Analysts Set New Price Targets

BR has been the subject of a number of research reports. Wall Street Zen cut shares of Broadridge Financial Solutions from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Raymond James Financial restated an “outperform” rating and issued a $257.00 price objective on shares of Broadridge Financial Solutions in a report on Tuesday, February 3rd. DA Davidson restated a “buy” rating and issued a $228.00 price objective on shares of Broadridge Financial Solutions in a report on Wednesday, April 22nd. Royal Bank Of Canada dropped their price objective on shares of Broadridge Financial Solutions from $245.00 to $200.00 and set an “outperform” rating for the company in a report on Friday. Finally, JPMorgan Chase & Co. dropped their price objective on shares of Broadridge Financial Solutions from $273.00 to $229.00 and set a “neutral” rating for the company in a report on Wednesday, February 4th. Four equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, Broadridge Financial Solutions currently has a consensus rating of “Moderate Buy” and an average price target of $235.71.

Broadridge Financial Solutions Stock Up 0.8%

Shares of Broadridge Financial Solutions stock opened at $155.22 on Friday. Broadridge Financial Solutions, Inc. has a 52-week low of $149.05 and a 52-week high of $271.91. The company has a 50 day moving average of $169.22 and a 200 day moving average of $200.50. The company has a quick ratio of 0.97, a current ratio of 0.94 and a debt-to-equity ratio of 0.97. The company has a market capitalization of $18.12 billion, a P/E ratio of 17.19 and a beta of 0.89.

Broadridge Financial Solutions (NYSE:BR) last issued its quarterly earnings results on Thursday, April 30th. The business services provider reported $2.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.63 by $0.09. Broadridge Financial Solutions had a net margin of 15.03% and a return on equity of 40.14%. The company had revenue of $1.95 billion during the quarter, compared to the consensus estimate of $1.90 billion. During the same quarter in the previous year, the firm earned $2.44 earnings per share. The firm’s quarterly revenue was up 7.8% on a year-over-year basis. Broadridge Financial Solutions has set its FY 2026 guidance at 9.410-9.580 EPS. As a group, research analysts forecast that Broadridge Financial Solutions, Inc. will post 9.46 EPS for the current fiscal year.

Broadridge Financial Solutions Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 8th. Investors of record on Monday, March 16th were paid a $0.975 dividend. The ex-dividend date was Monday, March 16th. This represents a $3.90 dividend on an annualized basis and a yield of 2.5%. Broadridge Financial Solutions’s payout ratio is currently 43.19%.

Insider Buying and Selling

In related news, Director Robert N. Duelks sold 253 shares of Broadridge Financial Solutions stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $192.60, for a total value of $48,727.80. Following the completion of the transaction, the director owned 20,815 shares in the company, valued at $4,008,969. The trade was a 1.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Timothy C. Gokey purchased 5,300 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was purchased at an average price of $194.49 per share, with a total value of $1,030,797.00. Following the purchase, the chief executive officer directly owned 142,876 shares of the company’s stock, valued at $27,787,953.24. The trade was a 3.85% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 1.10% of the stock is owned by insiders.

Broadridge Financial Solutions News Summary

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

• Positive Sentiment: Q3 results beat Street estimates and management raised FY‑26 targets — Broadridge reported $2.72 adjusted EPS vs. $2.63 consensus and $1.95B revenue vs. $1.90B est; recurring revenue grew ~7% and management raised guidance for recurring revenue and adjusted EPS growth (targets now call for ~10–12% adjusted EPS growth). This print supports the stock’s move higher. Broadridge Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: Strategic acquisition completed — Broadridge closed its acquisition of CQG, adding futures & options execution management, algo trading and analytics to its connectivity and order management stack. The deal expands addressable market in trading services and can boost cross‑sell and fee‑based revenue. Broadridge Completes Acquisition of CQG
• Neutral Sentiment: Needham lowers price target (still a Buy) — Needham cut its PT from $255 to $230 but maintained a Buy rating, implying substantial upside from current levels; the change signals tempered near‑term upside expectations while keeping a constructive view. Needham Price Target Cut
• Neutral Sentiment: RBC trims target but keeps Outperform — Royal Bank of Canada lowered its PT to $200 from $245 while retaining an Outperform rating, showing analysts still favor the business despite lower target levels. RBC Price Target Change
• Negative Sentiment: Sales cadence and margin dynamics show friction — management disclosed closed sales decline ( ~$58M vs. $71M prior, down ~19%) and slight operating margin pressure vs. the prior year, which could limit upside if the weaker sales trend persists. This is a cautionary data point beneath the positive headline numbers. Q3 Results — Detail

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.