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BR · Broadridge Financial Solutions, Inc.

$163.33 -5.08 (-3.02%)
Market Cap
$18.57B
Shares
114.02M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$168.41 Open$168.30 Day$167.31–176.94 52W$133.83–266.43 Avg vol 30d1.3M Short int4.0M · 3.5% float · 4.0d Short vol53% Last earningsAug 4, 2026 DataJan 2020–Aug 2026 Filing10-K · Aug 4

Up next

Next earnings call
Nov 3, 2026 Est · unconfirmed · in 13 wks
FQ1-27 quarter ends
~Sep 30, 2026 Est
filed Aug 4, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Neutral Momentum Weak Sentiment Neutral Fundamentals Strong Quant / Vol High
      Market backdrop VIX 16.5 · calm Equity put/call 0.46
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg −8%
      below
      Price vs 50-day avg +14%
      above
      RSI (14) 70
      overbought
      MACD trend Positive
      52-week position 26%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Weak
      1-month return +13%
      trailing
      6-month return −1%
      trailing
      YTD return −24%
      this year
      Relative strength −13%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $148 › 200d $183 — 200d above 50d
      Institutional flow Distributing
      503 of 1,059 funds reported for Jun 30 · net -1.2M sh shares · +39 new
      Insider flow Distributing
      Net -$304.7K over 90 days · 100% sells
      Short interest Falling
      3.53% of float · ▼ -1.6% MoM · 4.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      1,059 holders — mid 3-yr range
      Squeeze score 67
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth +43%
      Y/Y
      Gross margin 34%
      contracting
      EPS growth +35%
      Y/Y
      Free cash flow $1.3B
      Valuation P/E 17
      in line
      Buyback $1.5B
      authorized
      Balance sheet $2.9B
      net debt
      Quant / Vol
      risk profile
      High
      Volatility 28%
      annualized · 1-yr
      Max drawdown −48%
      past year
      ATR 3.7%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the 8-K filed Aug 4, 2026
      Recurring revenue growth constant currency · Fiscal year 2027 Non-GAAP Initiated 6% – 8%
      Adjusted EPS growth · Fiscal year 2027 Non-GAAP Initiated 8% – 12%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Neutral
      2 · 3 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −8% Bearish
      Price vs 50-day avg
      +14% Bullish
      RSI (14)
      70 Bearish
      MACD trend
      Positive Bullish
      52-week position
      26% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $148 › 200d $183 — 200d above 50d
      Institutional flow Distributing
      503 of 1,059 funds reported for Jun 30 · net -1.2M sh shares · +39 new
      Insider flow Distributing
      Net -$304.7K over 90 days · 100% sells
      Short interest Falling
      3.53% of float · ▼ -1.6% MoM · 4.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      1,059 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $134 Now $168 · 26% 52-wk high $266
      vs 200-day avg -8% vs 50-day avg +14%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Free cash flow conversion non-GAAP 110% Fiscal Year
      Recurring revenue growth constant currency non-GAAP 8% Fiscal Year
      Adjusted Operating income margin non-GAAP 15.6% Six Months
      Equity positions 15% Six Months
      Equity revenue positions 10% Six Months
      Internal Trade Growth 14% Six Months
      Mutual fund / ETF positions 8% Six Months

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Information Technology Services — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      BR
      Broadridge Financial Solutions, Inc.
      this stock
      $18.57B -23.6% +43.0% 17.0 3.5%
      IBM
      International Business Machines Corp
      $223.70B -19.6% +7.6% 21.0 3.5%
      ACN
      Accenture plc
      $114.02B -35.2% +4.1% 13.6 5.0%
      INFY
      Infosys Ltd
      $50.36B -27.8% 4.1%
      CTSH
      Cognizant Technology Solutions Corp
      $26.63B -31.6% +7.0% 12.2 12.0%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      1,019
      % held
      89.6%
      Reported
      503 of 1,059
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      758
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      4.0M
      Days to cover
      4.0d
      Change
      -67.4K sh
      View
      Short Volume
      Short vol %
      53%
      As of
      Aug 5, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      15.0K
      Value
      $2.0M
      As of
      Jun 26, 2026
      View
      Off-Exchange
      Off-exchange %
      47.5%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$304.7K
      Buyers / Sellers
      0 / 1
      Buyers Sellers
      View
      Congressional Trades Sell
      Member
      Gilbert Cisneros
      Amount
      $1.0K–$15.0K
      Traded
      May 15, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $7.5B
      Net income (FY)
      $1.1B
      EPS diluted
      $9.60
      View
      Buybacks
      Authorized
      $1.5B
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Aug 4, 2026
      This year
      14
      View
      Proposed Sales
      Value
      $304.7K
      Shares
      2.0K
      Filed
      Jun 4, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Aug 4, 2026
      View
      Investor Relations
      Latest news
      Broadridge Reports Fourth Quarter…
      Published
      Aug 4, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      BR +6.5% +13.3% -1.2% +9.4% -23.6%
      SPY +4.1% +3.2% +11.4% +3.3% +13.1%
      vs SPY +2.4% +10.2% -12.6% +6.1% -36.7%

      Capital returns

      Latest dividend
      $0.975 / share · ex Jun 12, 2026
      Raised 10.8%
      Paid (TTM)
      $3.90 / share · 4 payouts
      Dividend yield (TTM, derived)
      2.32%
      Buyback program · as of Aug 3, 2026
      Authorized
      $1.50B
      Spent (derived)
      Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1383312 CUSIP 11133T103 13F (30d) 454 filings 420 filers Visit website Investor relations