Broadridge Financial Solutions, Inc. (NYSE:BR) Sees Significant Decline in Short Interest

Broadridge Financial Solutions, Inc. (NYSE:BR) was the recipient of a significant drop in short interest in the month of April. As of April 15th, there was short interest totaling 3,298,991 shares, a drop of 20.2% from the March 31st total of 4,131,847 shares. Approximately 2.9% of the shares of the stock are short sold. Based on an average daily volume of 1,464,126 shares, the short-interest ratio is presently 2.3 days.

Insider Buying and Selling

In related news, CEO Timothy C. Gokey bought 5,300 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The stock was acquired at an average price of $194.49 per share, for a total transaction of $1,030,797.00. Following the transaction, the chief executive officer directly owned 142,876 shares of the company’s stock, valued at $27,787,953.24. This represents a 3.85% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Robert N. Duelks sold 253 shares of the business’s stock in a transaction 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 sale, the director directly owned 20,815 shares in the company, valued at approximately $4,008,969. This represents a 1.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.10% of the stock is currently owned by insiders.

Institutional Trading of Broadridge Financial Solutions

Several hedge funds have recently modified their holdings of BR. CX Institutional grew its position in Broadridge Financial Solutions by 2.8% in the third quarter. CX Institutional now owns 1,633 shares of the business services provider’s stock worth $389,000 after acquiring an additional 44 shares in the last quarter. Signaturefd LLC raised its position in Broadridge Financial Solutions by 2.2% during the third quarter. Signaturefd LLC now owns 2,090 shares of the business services provider’s stock valued at $498,000 after purchasing an additional 45 shares during the period. Strategic Blueprint LLC raised its position in Broadridge Financial Solutions by 5.6% during the third quarter. Strategic Blueprint LLC now owns 880 shares of the business services provider’s stock valued at $210,000 after purchasing an additional 47 shares during the period. Patton Fund Management Inc. lifted its stake in shares of Broadridge Financial Solutions by 5.3% in the 4th quarter. Patton Fund Management Inc. now owns 974 shares of the business services provider’s stock valued at $217,000 after purchasing an additional 49 shares during the last quarter. Finally, Great Valley Advisor Group Inc. lifted its stake in shares of Broadridge Financial Solutions by 5.3% in the 2nd quarter. Great Valley Advisor Group Inc. now owns 994 shares of the business services provider’s stock valued at $242,000 after purchasing an additional 50 shares during the last quarter. 90.03% of the stock is owned by institutional investors.

Broadridge Financial Solutions Price Performance

Broadridge Financial Solutions stock traded up $1.24 on Friday, reaching $155.22. The company’s stock had a trading volume of 1,195,023 shares, compared to its average volume of 1,157,091. The business’s fifty day moving average price is $169.22 and its 200 day moving average price is $200.50. The company has a debt-to-equity ratio of 0.97, a quick ratio of 0.97 and a current ratio of 0.94. The company has a market cap of $18.12 billion, a price-to-earnings ratio of 17.19 and a beta of 0.89. Broadridge Financial Solutions has a twelve month low of $149.05 and a twelve month high of $271.91.

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

Broadridge Financial Solutions Announces Dividend

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

Broadridge Financial Solutions News Roundup

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

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on BR. JPMorgan Chase & Co. cut their price objective on Broadridge Financial Solutions from $273.00 to $229.00 and set a “neutral” rating for the company in a report on Wednesday, February 4th. Royal Bank Of Canada lowered their target price on shares of Broadridge Financial Solutions from $245.00 to $200.00 and set an “outperform” rating on the stock in a report on Friday. DA Davidson reissued a “buy” rating and set a $228.00 price target on shares of Broadridge Financial Solutions in a report on Wednesday, April 22nd. Raymond James Financial restated an “outperform” rating and issued a $257.00 price target on shares of Broadridge Financial Solutions in a research report on Tuesday, February 3rd. Finally, Needham & Company LLC decreased their price objective on shares of Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating on the stock in a research note on Friday. Four research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, Broadridge Financial Solutions has a consensus rating of “Moderate Buy” and a consensus target price of $235.71.

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.