Stephens Inc. AR Has $1.26 Million Stock Position in Broadridge Financial Solutions, Inc. $BR

Stephens Inc. AR boosted its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR) by 357.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,432 shares of the business services provider’s stock after buying an additional 4,245 shares during the quarter. Stephens Inc. AR’s holdings in Broadridge Financial Solutions were worth $1,257,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Guerra Advisors Inc bought a new position in Broadridge Financial Solutions in the third quarter valued at about $29,000. WPG Advisers LLC grew its position in Broadridge Financial Solutions by 77.5% in the fourth quarter. WPG Advisers LLC now owns 142 shares of the business services provider’s stock valued at $32,000 after acquiring an additional 62 shares during the last quarter. Lodestone Wealth Management LLC bought a new position in Broadridge Financial Solutions in the fourth quarter valued at about $39,000. Bank of Jackson Hole Trust grew its position in Broadridge Financial Solutions by 50.0% in the third quarter. Bank of Jackson Hole Trust now owns 183 shares of the business services provider’s stock valued at $44,000 after acquiring an additional 61 shares during the last quarter. Finally, Fulcrum Asset Management LLP bought a new position in Broadridge Financial Solutions in the third quarter valued at about $47,000. Institutional investors own 90.03% of the company’s stock.

Insider Activity at Broadridge Financial Solutions

In other news, CEO Timothy C. Gokey purchased 5,300 shares of the business’s stock in a transaction dated Friday, March 6th. The shares were 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 of the company’s stock, valued at $27,787,953.24. This trade represents a 3.85% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at this link. Insiders own 1.10% of the company’s stock.

Broadridge Financial Solutions Stock Performance

Shares of BR stock opened at $149.34 on Wednesday. The business’s 50-day moving average price is $161.43 and its 200-day moving average price is $193.76. Broadridge Financial Solutions, Inc. has a 12 month low of $139.79 and a 12 month high of $271.91. The firm has a market capitalization of $17.27 billion, a price-to-earnings ratio of 15.99 and a beta of 0.89. The company has a current ratio of 0.94, a quick ratio of 0.94 and a debt-to-equity ratio of 0.97.

Broadridge Financial Solutions (NYSE:BR) last announced its quarterly earnings results on Thursday, April 30th. The business services provider reported $2.72 EPS for the quarter, beating analysts’ consensus estimates of $2.63 by $0.09. Broadridge Financial Solutions had a return on equity of 40.14% and a net margin of 15.03%.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 firm posted $2.44 earnings per share. The business’s revenue for the quarter was up 7.8% on a year-over-year basis. Broadridge Financial Solutions has set its FY 2026 guidance at 9.410-9.580 EPS. Equities research analysts forecast that Broadridge Financial Solutions, Inc. will post 9.55 EPS for the current year.

Broadridge Financial Solutions Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 8th. Stockholders of record on Monday, March 16th were paid a dividend of $0.975 per share. This represents a $3.90 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date of this dividend was Monday, March 16th. Broadridge Financial Solutions’s dividend payout ratio (DPR) is presently 41.76%.

Wall Street Analyst Weigh In

A number of research firms have issued reports on BR. Needham & Company LLC decreased their target price on Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating on the stock in a research report on Friday, May 1st. Royal Bank Of Canada decreased their target price on Broadridge Financial Solutions from $245.00 to $200.00 and set an “outperform” rating on the stock in a research report on Friday, May 1st. Raymond James Financial reiterated an “outperform” rating and issued a $257.00 target price on shares of Broadridge Financial Solutions in a research report on Tuesday, February 3rd. JPMorgan Chase & Co. decreased their target price on Broadridge Financial Solutions from $273.00 to $229.00 and set a “neutral” rating on the stock in a research report on Wednesday, February 4th. Finally, Wall Street Zen cut Broadridge Financial Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Four research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $221.57.

Broadridge Financial Solutions 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.