BROADRIDGE FINANCIAL SOLUTIONS, INC.
At today's price, BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) is priced for +6.6% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
At about $137 the market pays roughly 17 times operating income, which implies only about 4.2% annual operating growth for five years. For a business that just grew recurring revenue 7% and raised guidance, that is a modest bar, and the multiple sits in the lower half of the peer range. The franchise is a near-monopoly in unglamorous plumbing. Broadridge processes proxy voting and investor communications for most of the financial industry, earns a 39% return on equity, and generates over $1.1 b
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1,021 institutional managers reported holding BR in 13F filings for the quarter ended 2026-03-31. Together they hold about 92% of the company; the top 10 hold 44%. 110 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 3.8M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (2.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BR's share count is about flat over the past five years ($1.02B of repurchases, offset by issuance). It pays a dividend, and has paid one every year in our records (17 and counting), raised 13 years straight; the current rate is $3.52 a share annually. Cash returned over the past three years: $1.10B in dividends and $975.90M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at BR over the trailing three years: 2026: 1 buy totaling $1.03M. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | +7.5% | +2.1% |
| 2023-11-03 | +3.9% | +10.9% |
| 2024-02-02 | -1.2% | +0.5% |
| 2024-05-09 | -4.1% | +5.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BR's latest 8-K filings: 2026-06-10 (items 5.02, 9.01); 2026-05-21 (items 8.01, 9.01); 2026-05-15 (items 1.01, 2.03, 8.01, 9.01); 2026-05-06 (items 1.01, 8.01, 9.01); 2026-05-06 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.