Broadridge Financial Solutions (NYSE:BR) Price Target Lowered to $229.00 at JPMorgan Chase & Co.

Broadridge Financial Solutions (NYSE:BR) had its price objective trimmed by JPMorgan Chase & Co. from $273.00 to $229.00 in a report issued on Wednesday morning,Benzinga reports. The firm currently has a neutral rating on the business services provider’s stock.

BR has been the subject of a number of other research reports. Needham & Company LLC cut their price target on Broadridge Financial Solutions from $305.00 to $255.00 and set a “buy” rating for the company in a research note on Wednesday. Weiss Ratings reiterated a “buy (b)” rating on shares of Broadridge Financial Solutions in a research report on Monday, December 29th. Morgan Stanley lowered their price target 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. DA Davidson raised shares of Broadridge Financial Solutions from a “neutral” rating to a “buy” rating and set a $228.00 price objective for the company in a report on Wednesday. Finally, Raymond James Financial reiterated an “outperform” rating and set a $257.00 price objective on shares of Broadridge Financial Solutions in a research report on Tuesday. Five analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $247.71.

Broadridge Financial Solutions Trading Up 2.1%

Shares of NYSE:BR opened at $189.93 on Wednesday. The stock has a 50 day moving average of $219.88 and a 200 day moving average of $233.89. The company has a market cap of $22.17 billion, a PE ratio of 21.03 and a beta of 0.97. Broadridge Financial Solutions has a 12-month low of $183.30 and a 12-month high of $271.91. The company has a current ratio of 0.97, a quick ratio of 0.93 and a debt-to-equity ratio of 0.93.

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

Broadridge Financial Solutions Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, January 5th. Stockholders of record on Friday, December 12th were issued a $0.975 dividend. This represents a $3.90 annualized dividend and a dividend yield of 2.1%. The ex-dividend date was Friday, December 12th. Broadridge Financial Solutions’s dividend payout ratio (DPR) is 49.94%.

Insider Activity

In other news, President Christopher John Perry sold 3,984 shares of the company’s stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $226.00, for a total transaction of $900,384.00. Following the transaction, the president owned 44,829 shares of the company’s stock, valued at approximately $10,131,354. This represents a 8.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, VP Thomas P. Carey sold 10,214 shares of the stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $229.26, for a total value of $2,341,661.64. Following the completion of the sale, the vice president owned 6,026 shares in the company, valued at approximately $1,381,520.76. The trade was a 62.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.10% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. increased its position in shares of Broadridge Financial Solutions by 1.8% during the third quarter. Vanguard Group Inc. now owns 15,296,040 shares of the business services provider’s stock worth $3,643,058,000 after acquiring an additional 264,620 shares during the period. State Street Corp raised its holdings in shares of Broadridge Financial Solutions by 0.6% in the second quarter. State Street Corp now owns 5,642,154 shares of the business services provider’s stock valued at $1,376,006,000 after acquiring an additional 35,061 shares in the last quarter. Alliancebernstein L.P. lifted its stake in Broadridge Financial Solutions by 692.3% in the third quarter. Alliancebernstein L.P. now owns 3,690,705 shares of the business services provider’s stock worth $879,015,000 after acquiring an additional 3,224,891 shares during the period. Geode Capital Management LLC lifted its stake in Broadridge Financial Solutions by 4.3% in the second quarter. Geode Capital Management LLC now owns 3,292,241 shares of the business services provider’s stock worth $797,031,000 after acquiring an additional 136,386 shares during the period. Finally, Barclays PLC grew its holdings in Broadridge Financial Solutions by 0.7% during the 3rd quarter. Barclays PLC now owns 1,972,799 shares of the business services provider’s stock worth $469,862,000 after acquiring an additional 14,631 shares in the last quarter. 90.03% of the stock is currently owned by institutional investors.

Key Headlines Impacting Broadridge Financial Solutions

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

• Positive Sentiment: Q2 beat and guidance upgrade: Broadridge posted better‑than‑expected Q2 results (recurring revenue +9% y/y, adjusted EPS $1.59) and raised its FY‑26 adjusted EPS growth outlook to 9%–12%, which is the primary driver behind the stock strength. Broadridge Reports Second Quarter Fiscal 2026 Results
• Positive Sentiment: Higher corporate profit forecast and broad media pickup: Multiple outlets highlight Broadridge’s raised profit forecast and recurring‑revenue momentum, amplifying investor confidence in near‑term fundamentals. Broadridge raises annual profit forecast
• Positive Sentiment: Analyst upgrades: DA Davidson upgraded BR from Neutral to Buy with a $228 target, supporting upside sentiment among investors. DA Davidson upgrade (Benzinga)
• Positive Sentiment: Needham reiteration at Buy (with a lower target than before) keeps some buy‑side support that the company’s recurring revenue and margin profile remain attractive. Needham price target update (Benzinga)
• Neutral Sentiment: Investor events scheduled: Management will participate in upcoming investor events including a fireside chat (useful for incremental transparency but not itself a catalyst). Broadridge to Participate in Upcoming Investor Events
• Neutral Sentiment: Board expansion: Broadridge added independent directors, a governance item that is supportive long term but neutral for immediate earnings momentum. Broadridge expands board
• Negative Sentiment: Analyst target cut at JPMorgan: JPM lowered its price target from $273 to $229 and moved to Neutral, which trims some upside expectations and may cap near‑term rallies. JPMorgan target cut (Benzinga)
• Negative Sentiment: Strategic risk — tokenization threat: Analysis notes Broadridge’s intermediary business could be disrupted if capital markets rapidly shift to tokenized settlement; management is investing, but monetization and volume capture are uncertain, a longer‑term risk investors are digesting. Tokenization threat analysis (Seeking Alpha)

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.