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BR

BROADRIDGE FINANCIAL SOLUTIONS, INC.

In the published model solve dated 2026-Q2, anchored at $183.64, BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) is priced for +8.8% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.

Published model solve
+8.8% growth
Priced In
within-range

Key Takeaways

• The single largest line on Broadridge's revenue statement is distribution revenue, roughly three tenths of the total, and the 10-K explains what sits underneath it: ⟦Distribution cost of revenues consists primarily of postage related expenses incurred in connection with the Company's Investor Communication Solutions segment⟧, which means the headline margin understates the economics of the business people actually pay for. • The main risk is the one the moat is made of: shareholder communicati

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Institutional ownership

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.

Capital returns

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.

Insider activity

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.

Earnings reactions

BR's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext 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.

Recent filings

BR's latest 8-K filings: 2026-08-04 (items 2.02, 8.01); 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).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

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Model solve date: 2026-Q2
Narrative composed: July 25, 2026

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.