Broadridge Financial Solutions (NYSE:BR) Reaches New 12-Month Low – Time to Sell?

Broadridge Financial Solutions, Inc. (NYSE:BR) shares reached a new 52-week low on Thursday . The company traded as low as $149.05 and last traded at $153.6460, with a volume of 502565 shares changing hands. The stock had previously closed at $160.75.

Key Stories Impacting Broadridge Financial Solutions

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the company. Weiss Ratings cut Broadridge Financial Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, February 6th. Wall Street Zen cut Broadridge Financial Solutions from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. DA Davidson reissued a “buy” rating and issued a $228.00 price objective 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 objective on shares of Broadridge Financial Solutions in a research report on Tuesday, February 3rd. Finally, Needham & Company LLC reduced their target price on Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating for the company in a research note on Friday. Four analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $235.71.

Broadridge Financial Solutions Stock Up 0.8%

The company has a debt-to-equity ratio of 0.97, a current ratio of 0.94 and a quick ratio of 0.97. The business’s 50 day moving average price is $169.22 and its 200 day moving average price is $200.50. The firm has a market cap of $18.12 billion, a PE 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 for the quarter, beating 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 firm had revenue of $1.95 billion for the quarter, compared to analyst estimates of $1.90 billion. During the same period last year, the company posted $2.44 EPS. Broadridge Financial Solutions’s quarterly revenue was up 7.8% compared to the same quarter last year. Broadridge Financial Solutions has set its FY 2026 guidance at 9.410-9.580 EPS. On average, equities research analysts expect that Broadridge Financial Solutions, Inc. will post 9.46 earnings per share for the current year.

Broadridge Financial Solutions Dividend Announcement

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

Insider Buying and Selling

In related news, Director Robert N. Duelks sold 253 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $192.60, for a total transaction 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. The trade was a 1.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Timothy C. Gokey acquired 5,300 shares of Broadridge Financial Solutions stock in a transaction that occurred on Friday, March 6th. The stock was purchased at an average cost of $194.49 per share, with a total value of $1,030,797.00. Following the completion of the purchase, the chief executive officer owned 142,876 shares in the company, valued at $27,787,953.24. The trade was a 3.85% increase in their position. The SEC filing for this purchase provides additional information. Insiders own 1.10% of the company’s stock.

Institutional Investors Weigh In On Broadridge Financial Solutions

A number of hedge funds have recently modified their holdings of the business. First Horizon Corp purchased a new stake in Broadridge Financial Solutions during the 3rd quarter valued at about $25,000. Reflection Asset Management acquired a new stake in Broadridge Financial Solutions in the 4th quarter valued at about $25,000. Nemes Rush Group LLC purchased a new position in Broadridge Financial Solutions in the 4th quarter worth approximately $27,000. Guerra Advisors Inc purchased a new position in Broadridge Financial Solutions in the 3rd quarter worth approximately $29,000. Finally, Prosperity Bancshares Inc acquired a new position in shares of Broadridge Financial Solutions during the 4th quarter worth approximately $28,000. 90.03% of the stock is currently owned by institutional investors and hedge funds.

Broadridge Financial Solutions Company Profile

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.