Dimensional Fund Advisors LP Decreases Stock Position in Broadridge Financial Solutions, Inc. $BR

Dimensional Fund Advisors LP lessened its stake in Broadridge Financial Solutions, Inc. (NYSE:BR) by 3.7% in the third quarter, HoldingsChannel reports. The fund owned 955,433 shares of the business services provider’s stock after selling 36,254 shares during the period. Dimensional Fund Advisors LP’s holdings in Broadridge Financial Solutions were worth $227,550,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of BR. First Horizon Corp purchased a new position in Broadridge Financial Solutions in the 3rd quarter worth approximately $25,000. Guerra Advisors Inc bought a new stake in Broadridge Financial Solutions in the third quarter valued at approximately $29,000. Atlantic Union Bankshares Corp purchased a new stake in shares of Broadridge Financial Solutions during the second quarter valued at approximately $40,000. ORG Partners LLC grew its holdings in shares of Broadridge Financial Solutions by 57.4% in the third quarter. ORG Partners LLC now owns 181 shares of the business services provider’s stock worth $44,000 after purchasing an additional 66 shares during the last quarter. Finally, Bank of Jackson Hole Trust grew its holdings in shares of 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 worth $44,000 after purchasing an additional 61 shares during the last quarter. 90.03% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on BR. JPMorgan Chase & Co. decreased their target price on shares of Broadridge Financial Solutions from $273.00 to $229.00 and set a “neutral” rating on the stock in a research note on Wednesday, February 4th. Raymond James Financial reissued an “outperform” rating and issued a $257.00 price target on shares of Broadridge Financial Solutions in a report on Tuesday, February 3rd. Weiss Ratings cut shares of Broadridge Financial Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, February 6th. UBS Group lowered 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. Finally, Needham & Company LLC dropped their target price on shares of Broadridge Financial Solutions from $305.00 to $255.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Four investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, Broadridge Financial Solutions has a consensus rating of “Moderate Buy” and an average price target of $247.71.

Trending Headlines about Broadridge Financial Solutions

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

• Positive Sentiment: Board declares quarterly cash dividend of $0.975 per share (payable Apr 8, record Mar 16), reinforcing the company’s commitment to returning cash and signaling financial stability attractive to income investors. Broadridge Declares Quarterly Dividend of $0.975 Per Share
• Positive Sentiment: Broadridge appointed Allen Weinberg as Chief Growth and Strategy Officer — a newly created role focused on accelerating sustainable revenue growth, improving profitability and sharpening competitive differentiation, which investors view as supportive for longer-term execution. Broadridge Appoints Allen Weinberg as Chief Growth and Strategy Officer
• Positive Sentiment: Broadridge’s Distributed Ledger Repo (DLR) showed strong institutional traction — processing an average daily volume of $365 billion in January — supporting the company’s positioning in tokenized real-asset settlement and potential future revenue expansion. Broadridge Makes Major Stride In January
• Neutral Sentiment: Broadridge expanded pass-through voting tools to increase retail investor participation in corporate governance — a strategic product enhancement that may deepen customer engagement but is unlikely to drive material near-term revenue. Broadridge Expands Pass-Through Voting Tools
• Neutral Sentiment: Analyst/coverage notes: some commentary points out the stock is modestly lower since the last earnings report, highlighting short-term volatility despite an EPS beat and raised FY guidance; this tempers but does not negate the positive company developments. Broadridge Down 0.7% Since Last Earnings Report

Insider Buying and Selling at Broadridge Financial Solutions

In other Broadridge Financial Solutions news, Director Robert N. Duelks sold 253 shares of the company’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 transaction, the director owned 20,815 shares in the company, valued at approximately $4,008,969. This represents a 1.20% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 1.10% of the company’s stock.

Broadridge Financial Solutions Trading Up 3.2%

NYSE:BR opened at $197.07 on Friday. The company has a 50-day moving average price of $198.86 and a 200-day moving average price of $222.37. The stock has a market cap of $23.01 billion, a price-to-earnings ratio of 21.82 and a beta of 0.98. The company has a current ratio of 0.97, a quick ratio of 0.97 and a debt-to-equity ratio of 0.93. Broadridge Financial Solutions, Inc. has a 12 month low of $163.71 and a 12 month high of $271.91.

Broadridge Financial Solutions (NYSE:BR) last announced its quarterly earnings results on Tuesday, February 3rd. The business services provider reported $1.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.34 by $0.25. Broadridge Financial Solutions had a net margin of 14.86% and a return on equity of 40.70%. The company had revenue of $1.71 billion for the quarter, compared to analysts’ expectations of $1.61 billion. During the same quarter in the previous year, the company earned $1.56 earnings per share. 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. Equities analysts predict that Broadridge Financial Solutions, Inc. will post 8.53 EPS for the current year.

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.