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

Broadridge Financial Solutions (NYSE:BR) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 9.410-9.580 for the period, compared to the consensus estimate of 9.480. The company issued revenue guidance of -.

Broadridge Financial Solutions Stock Up 0.8%

BR stock opened at $155.22 on Friday. Broadridge Financial Solutions has a 1-year low of $149.05 and a 1-year high of $271.91. The business has a fifty day moving average price of $169.22 and a 200-day moving average price of $200.50. The company has a debt-to-equity ratio of 0.97, a current ratio of 0.94 and a quick ratio of 0.97. The stock has a market capitalization of $18.12 billion, a P/E ratio of 17.19 and a beta of 0.89.

Broadridge Financial Solutions (NYSE:BR) last posted its quarterly earnings results on Thursday, April 30th. The business services provider reported $2.72 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $1.90 billion. During the same quarter in the previous year, the business earned $2.44 earnings per share. The company’s revenue 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 analysts forecast that Broadridge Financial Solutions will post 9.46 earnings per share for the current fiscal year.

Broadridge Financial Solutions Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 8th. Stockholders of record on Monday, March 16th were paid a $0.975 dividend. The ex-dividend date was Monday, March 16th. This represents a $3.90 annualized dividend and a dividend yield of 2.5%. Broadridge Financial Solutions’s payout ratio is currently 43.19%.

Wall Street Analysts Forecast Growth

BR has been the subject of several recent analyst reports. Weiss Ratings cut Broadridge Financial Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, February 6th. Royal Bank Of Canada decreased their price target on Broadridge Financial Solutions from $245.00 to $200.00 and set an “outperform” rating for the company in a research note on Friday. JPMorgan Chase & Co. decreased their price target on Broadridge Financial Solutions from $273.00 to $229.00 and set a “neutral” rating for the company in a research note on Wednesday, February 4th. DA Davidson reaffirmed a “buy” rating and issued a $228.00 price objective on shares of Broadridge Financial Solutions in a report on Wednesday, April 22nd. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $257.00 price objective on shares of Broadridge Financial Solutions in a report on Tuesday, February 3rd. Four investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Broadridge Financial Solutions currently has an average rating of “Moderate Buy” and a consensus price target of $235.71.

Insider Buying and Selling at Broadridge Financial Solutions

In other news, CEO Timothy C. Gokey acquired 5,300 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The stock was bought at an average price of $194.49 per share, with a total value of $1,030,797.00. Following the completion of the acquisition, the chief executive officer directly owned 142,876 shares of the company’s stock, valued at approximately $27,787,953.24. The trade was a 3.85% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Robert N. Duelks sold 253 shares of the business’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $192.60, for a total value of $48,727.80. Following the sale, the director directly owned 20,815 shares of the company’s stock, valued at $4,008,969. This represents a 1.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 1.10% of the company’s stock.

Key Broadridge Financial Solutions News

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

• Positive Sentiment: Q3 results beat Street estimates and management raised FY‑26 targets — Broadridge reported $2.72 adjusted EPS vs. $2.63 consensus and $1.95B revenue vs. $1.90B est; recurring revenue grew ~7% and management raised guidance for recurring revenue and adjusted EPS growth (targets now call for ~10–12% adjusted EPS growth). This print supports the stock’s move higher. Broadridge Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: Strategic acquisition completed — Broadridge closed its acquisition of CQG, adding futures & options execution management, algo trading and analytics to its connectivity and order management stack. The deal expands addressable market in trading services and can boost cross‑sell and fee‑based revenue. Broadridge Completes Acquisition of CQG
• Neutral Sentiment: Needham lowers price target (still a Buy) — Needham cut its PT from $255 to $230 but maintained a Buy rating, implying substantial upside from current levels; the change signals tempered near‑term upside expectations while keeping a constructive view. Needham Price Target Cut
• Neutral Sentiment: RBC trims target but keeps Outperform — Royal Bank of Canada lowered its PT to $200 from $245 while retaining an Outperform rating, showing analysts still favor the business despite lower target levels. RBC Price Target Change
• Negative Sentiment: Sales cadence and margin dynamics show friction — management disclosed closed sales decline ( ~$58M vs. $71M prior, down ~19%) and slight operating margin pressure vs. the prior year, which could limit upside if the weaker sales trend persists. This is a cautionary data point beneath the positive headline numbers. Q3 Results — Detail

Institutional Trading of Broadridge Financial Solutions

Several hedge funds have recently bought and sold shares of BR. Invesco Ltd. lifted its position in shares of Broadridge Financial Solutions by 7.9% in the fourth quarter. Invesco Ltd. now owns 1,547,488 shares of the business services provider’s stock valued at $345,353,000 after acquiring an additional 113,806 shares in the last quarter. Axxcess Wealth Management LLC lifted its position in shares of Broadridge Financial Solutions by 17.6% in the fourth quarter. Axxcess Wealth Management LLC now owns 32,247 shares of the business services provider’s stock valued at $7,197,000 after acquiring an additional 4,833 shares in the last quarter. Corient Private Wealth LLC lifted its position in shares of Broadridge Financial Solutions by 4.0% in the fourth quarter. Corient Private Wealth LLC now owns 473,957 shares of the business services provider’s stock valued at $104,671,000 after acquiring an additional 18,173 shares in the last quarter. Mercer Global Advisors Inc. ADV lifted its position in shares of Broadridge Financial Solutions by 12.0% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 15,015 shares of the business services provider’s stock valued at $3,206,000 after acquiring an additional 1,607 shares in the last quarter. Finally, Caitlin John LLC purchased a new position in shares of Broadridge Financial Solutions in the fourth quarter valued at about $281,000. Institutional investors own 90.03% of the company’s stock.

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.