Broadridge Financial Solutions, Inc. (BR) AI Stock Analysis

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. Its Investor Communication Solutions segment manages the processing and distribution of proxy materials, vote processing, regulatory reports, class action notifications, corporate action updates, and tax reporting solutions, supported by its ProxyEdge electronic voting platform. The Global Technology and Operations segment automates transaction lifecycles across equities, mutual funds, fixed income, foreign exchange, and exchange-traded derivatives. Solutions include order capture, trade confirmation, clearance, settlement, reconciliations, reference data management, and regulatory reporting, alongside wealth management tools and business process outsourcing.

Revenue expanded from $5.71B in FY2022 to $7.48B in FY2026, achieving a 5-year compound annual growth rate of 8.4%. Over the same period, net income rose from $539.1M to $1.12B, lifting net margin from 9.4% to 15.0%, while diluted EPS climbed from $6.47 to $9.64. Operating margin increased from 13.3% in FY2022 to 17.4% in FY2026. For the latest quarter ended June 30, 2026, quarterly revenue grew 7.5% year-over-year and quarterly earnings grew 8.4%.

As of June 30, 2026, Broadridge held $402.9M in cash and short-term investments against $3.52B in total debt, resulting in net debt of $3.11B. Shareholders' equity stood at $2.84B, with a debt-to-equity ratio of 1.24 and a current ratio of 1.24. In FY2026, operating cash flow was $1.35B and capital expenditures were $67.2M, yielding free cash flow of $1.28B. Cash deployment in FY2026 included $603.7M spent on share buybacks and $443.5M paid in dividends.

At $175.11, Broadridge trades at a trailing P/E of 18.2x and a forward P/E of 15.5x, below the median of its S&P 500 Technology peers of 31.5x and 20.9x, respectively. Its price-to-sales of 2.6x and EV/EBITDA of 11.5x also compare to peer medians of 6.3x and 19.9x. The stock has posted a 1-year return of -20.9%, trailing the S&P 500 ETF (SPY) return of 16.8%, and a 5-year return of 6.5% compared to 83.0% for SPY.

Broadridge pays a quarterly dividend with an annualized forward payout of $4.36 per share, representing a dividend yield of 2.49%. The company has paid dividends for 20 consecutive years and achieved a 5-year annualized dividend growth rate of 10.7%. The payout ratio is 41.6%, and the most recent ex-dividend date was September 3, 2026.

Wall Street coverage consists of 1 Strong Buy, 4 Buys, and 4 Holds, with no Sell ratings. The mean price target is $213.38, representing a 21.9% premium over the last close of $175.11. For the current fiscal year ending June 30, 2027, consensus estimates project revenue of $7.86B and EPS of $10.55, reflecting 9.9% EPS growth. Broadridge beat EPS estimates in each of the last 4 quarters, with its next earnings release scheduled for November 3, 2026.

This page is an AI-written research summary of Broadridge Financial Solutions, Inc. (BR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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