BR$225.61
$227.13
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Performance
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AI BR Summary
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Powered by LiveAIOverall Analysis
Strong BuyBroadridge Financial Solutions demonstrates strong fundamentals and significant thematic alignment, with technically supportive indicators suggesting continued positive momentum. Recommended for long-term growth and income portfolios.
Thematic
Broadridge is well-positioned within the financial technology sector, benefiting from digital transformation trends, regulatory changes, and the increasing need for efficient investor communications.
Fundamental
Broadridge demonstrates robust financial health, consistent profitability, and healthy cash flow generation. The company maintains a strong balance sheet and delivers consistent shareholder returns through dividends.
Technical
The stock exhibits a strong bullish trend across multiple timeframes, supported by positive momentum indicators and moving averages. However, some shorter-term oscillators suggest potential for minor consolidation.
| Factor | Score |
|---|---|
| Digital Transformation in Finance | 85 |
| Regulatory Compliance Solutions | 80 |
| Investor Communications Efficiency | 75 |
| Growth in Capital Markets Technology | 78 |
| Market Expansion (Geographic/Services) | 72 |
| Factor | Score |
|---|---|
| Valuation | 60 |
| Profitability | 75 |
| Growth | 70 |
| Balance Sheet Health | 70 |
| Cash Flow | 85 |
| Dividends | 80 |
| Factor | Score |
|---|---|
| Trend Analysis | 85 |
| Momentum | 70 |
| Volume Confirmation | 75 |
| Support & Resistance | 70 |
| Short-term Oscillators | 65 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Consistent EPS Beat
The company has consistently surpassed earnings per share (EPS) estimates, with a positive surprise in 10 out of the last 12 quarters. The average EPS surprise over the last four quarters is 3.24%.
Improving Debt-to-Equity Ratio
The debt-to-equity ratio has decreased from 1.18 in Q2 2022 to 1.02 in Q2 2024, indicating a reduction in financial leverage and improved financial stability.
Bearish Points (7)
High Trailing P/E Ratio
The trailing P/E ratio of 38.04 is significantly higher than the historical average, indicating that the stock may be overvalued relative to its current earnings. The P/E for 2025Q1 at 116.7 further highlights a premium valuation.
Potential Overbought Short-Term Indicators
Several short-term technical indicators, such as the 1-day RSI at 68.65 and Stochastic %K at 86.08, suggest the stock may be approaching or entering overbought territory, potentially signaling a short-term pullback.
Calendar
June 2025
12
Ex-Dividend Date
July 2025
2
Next Dividend Date
August 2025
5
Next Earnings Date
H: $3.57
A: $3.50
L: $3.39
H: 2.07B
A: 2.06B
L: 2.03B
Profile
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients, as well as distributes regulatory reports, prospectuses, class action, and corporate action/reorganization event information, as well as tax reporting solutions. The segment also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund trade processing services; solutions for public corporations and mutual funds; data and analytics solutions; SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. Its Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearing and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth and investment management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.
Seasonals
Price Target
255.65 USD
The 39 analysts offering 1 year price forecasts for BR have a max estimate of 300.00 and a min estimate of 220.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
Related Companies
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Global leader in financial technology, offering solutions across capital markets, banking, and merchant services. Frequently competes with Broadridge for large institutional clients in the financial services sector.
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Provides technology and services to wealth managers and financial advisors, including data aggregation, portfolio management, and reporting, areas where Broadridge also operates or has strong integration points.