Broadridge Financial Solutions (NYSE:BR) Releases FY 2026 Earnings Guidance

Broadridge Financial Solutions (NYSE:BR) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 9.320-9.580 for the period, compared to the consensus estimate of 9.430. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

BR has been the topic of a number of analyst reports. Morgan Stanley lowered their price objective on Broadridge Financial Solutions from $261.00 to $256.00 and set an “equal weight” rating on the stock in a report on Wednesday, November 5th. Wall Street Zen raised Broadridge Financial Solutions from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Needham & Company LLC decreased their target price on shares of Broadridge Financial Solutions from $305.00 to $255.00 and set a “buy” rating on the stock in a research report on Wednesday. Weiss Ratings reiterated a “buy (b)” rating on shares of Broadridge Financial Solutions in a report on Monday, December 29th. Finally, UBS Group reduced their price objective on shares of Broadridge Financial Solutions from $280.00 to $250.00 and set a “neutral” rating for the company in a research note on Thursday, November 13th. Five equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $247.71.

Broadridge Financial Solutions Price Performance

NYSE:BR traded up $2.39 during mid-day trading on Thursday, hitting $192.51. 71,305 shares of the company’s stock traded hands, compared to its average volume of 937,000. The company has a debt-to-equity ratio of 0.93, a quick ratio of 0.93 and a current ratio of 0.97. The company has a market cap of $22.47 billion, a PE ratio of 21.35 and a beta of 0.97. The firm’s 50 day simple moving average is $219.88 and its 200 day simple moving average is $233.89. Broadridge Financial Solutions has a 1 year low of $183.30 and a 1 year high of $271.91.

Broadridge Financial Solutions (NYSE:BR) last announced its earnings results on Tuesday, February 3rd. The business services provider reported $1.59 EPS for the quarter, beating analysts’ consensus estimates of $1.34 by $0.25. Broadridge Financial Solutions had a return on equity of 40.70% and a net margin of 14.86%.The firm had revenue of $1.71 billion for the quarter, compared to analysts’ expectations of $1.61 billion. During the same quarter in the prior year, the firm earned $1.56 EPS. Broadridge Financial Solutions’s quarterly revenue was up 7.9% on a year-over-year basis. Broadridge Financial Solutions has set its FY 2026 guidance at 9.320-9.580 EPS. Sell-side analysts expect that Broadridge Financial Solutions will post 8.53 EPS for the current year.

Broadridge Financial Solutions Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, January 5th. Investors of record on Friday, December 12th were given a dividend of $0.975 per share. The ex-dividend date was Friday, December 12th. This represents a $3.90 annualized dividend and a yield of 2.0%. Broadridge Financial Solutions’s dividend payout ratio is 49.94%.

Insider Transactions at Broadridge Financial Solutions

In other Broadridge Financial Solutions news, VP Thomas P. Carey sold 10,214 shares of the stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $229.26, for a total transaction of $2,341,661.64. Following the transaction, the vice president owned 6,026 shares of the company’s stock, valued at $1,381,520.76. This trade represents a 62.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, President Christopher John Perry sold 3,984 shares of the stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $226.00, for a total value of $900,384.00. Following the completion of the transaction, the president directly owned 44,829 shares in the company, valued at $10,131,354. This trade represents a 8.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 1.10% of the company’s stock.

More Broadridge Financial Solutions News

Here are the key news stories impacting Broadridge Financial Solutions this week:

• Positive Sentiment: Reported Q2 results that beat revenue and EPS estimates and raised the company’s FY‑26 adjusted EPS growth outlook, supporting higher earnings visibility and margin expansion. Broadridge raises adjusted EPS growth outlook
• Positive Sentiment: Quarterly metrics showed recurring revenue growth, improving margins and cash generation — concrete fundamentals that underpin the raised guidance and justify investor confidence. Zacks: Q2 earnings and revenues outpace estimates
• Positive Sentiment: DA Davidson upgraded BR to a “buy” with a $228 target — a near‑term analyst endorsement that can support buying interest. DA Davidson upgrades Broadridge
• Positive Sentiment: Needham kept a “buy” rating (though cut its price target), signaling that some firms still see meaningful upside from BR’s growth trajectory. Needham lowers PT but retains buy
• Neutral Sentiment: Management will participate in upcoming investor events including a fireside chat — useful for transparency and may influence near‑term sentiment depending on commentary. Broadridge to participate in upcoming investor events
• Neutral Sentiment: Company expanded its board with new independent directors, a governance move that can be viewed positively for oversight but is unlikely to change near‑term fundamentals. Broadridge expands board
• Neutral Sentiment: Earnings call highlighted strong cash flow, continued growth initiatives and tokenization as a strategic focus — management is investing to capture tokenization opportunities, but execution risk remains. Earnings call highlights cash, growth, tokenization
• Negative Sentiment: Analyst pressure from JPMorgan cut the price target materially (from $273 to $229) and kept a neutral rating — a signal that some investors may trim positions despite the beat. JPMorgan cuts Broadridge price target
• Negative Sentiment: An analysis flagged tokenization as an existential threat to Broadridge’s intermediary business model — even though BR is investing in tokenization, there’s uncertainty about capturing equivalent revenue pools if markets shift to tokenized assets. This is the primary structural risk investors are wrestling with. Tokenization threat could break momentum

Institutional Investors Weigh In On Broadridge Financial Solutions

Several hedge funds have recently modified their holdings of the stock. Fulcrum Asset Management LLP bought a new position in Broadridge Financial Solutions during the 3rd quarter valued at $47,000. Osterweis Capital Management Inc. acquired a new stake in shares of Broadridge Financial Solutions in the 2nd quarter valued at about $48,000. Measured Wealth Private Client Group LLC bought a new position in shares of Broadridge Financial Solutions during the third quarter worth about $77,000. MUFG Securities EMEA plc acquired a new position in Broadridge Financial Solutions in the second quarter worth about $84,000. Finally, Cary Street Partners Financial LLC increased its holdings in Broadridge Financial Solutions by 33.5% in the second quarter. Cary Street Partners Financial LLC now owns 621 shares of the business services provider’s stock valued at $151,000 after buying an additional 156 shares during the last quarter. 90.03% of the stock is currently owned by hedge funds and other institutional investors.

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.