Broadridge Financial Solutions, Inc. $BR Shares Purchased by Evexia Wealth LLC

Evexia Wealth LLC grew its position in shares of Broadridge Financial Solutions, Inc. (NYSE:BR) by 14.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 22,965 shares of the business services provider’s stock after buying an additional 2,981 shares during the period. Broadridge Financial Solutions comprises 1.6% of Evexia Wealth LLC’s portfolio, making the stock its 24th largest position. Evexia Wealth LLC’s holdings in Broadridge Financial Solutions were worth $5,343,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in BR. CX Institutional raised its position in shares of Broadridge Financial Solutions by 2.8% during the 3rd quarter. CX Institutional now owns 1,633 shares of the business services provider’s stock valued at $389,000 after acquiring an additional 44 shares in the last quarter. Signaturefd LLC boosted its holdings in Broadridge Financial Solutions by 2.2% in the third quarter. Signaturefd LLC now owns 2,090 shares of the business services provider’s stock worth $498,000 after purchasing an additional 45 shares during the period. Strategic Blueprint LLC increased its stake in Broadridge Financial Solutions by 5.6% during the third quarter. Strategic Blueprint LLC now owns 880 shares of the business services provider’s stock valued at $210,000 after purchasing an additional 47 shares during the last quarter. PAX Financial Group LLC raised its holdings in shares of Broadridge Financial Solutions by 5.6% during the second quarter. PAX Financial Group LLC now owns 926 shares of the business services provider’s stock worth $225,000 after purchasing an additional 49 shares during the period. Finally, TD Waterhouse Canada Inc. raised its holdings in shares of Broadridge Financial Solutions by 3.6% during the second quarter. TD Waterhouse Canada Inc. now owns 1,457 shares of the business services provider’s stock worth $357,000 after purchasing an additional 50 shares during the period. 90.03% of the stock is currently owned by institutional investors.

Insider Activity at Broadridge Financial Solutions

In other Broadridge Financial Solutions news, Director Robert N. Duelks sold 253 shares of the firm’s stock in a transaction that occurred on 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 owned 20,815 shares in the company, valued at approximately $4,008,969. This trade represents a 1.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 1.10% of the company’s stock.

Wall Street Analysts Forecast Growth

BR has been the subject of several research reports. Needham & Company LLC decreased their price target 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. DA Davidson reiterated a “buy” rating and set a $228.00 price objective on shares of Broadridge Financial Solutions in a research note on Tuesday, February 10th. JPMorgan Chase & Co. cut 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 report on Wednesday, February 4th. Weiss Ratings downgraded Broadridge Financial Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, February 6th. Finally, Wall Street Zen lowered Broadridge Financial Solutions from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Four equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $247.71.

More Broadridge Financial Solutions News

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

Broadridge Financial Solutions Stock Performance

Shares of BR opened at $197.07 on Friday. The firm has a fifty day moving average of $198.86 and a 200-day moving average of $222.65. The company 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 debt-to-equity ratio of 0.93, a quick ratio of 0.97 and a current ratio of 0.97. Broadridge Financial Solutions, Inc. has a 1 year low of $163.71 and a 1 year high of $271.91.

Broadridge Financial Solutions (NYSE:BR) last released its quarterly earnings data on Tuesday, February 3rd. The business services provider reported $1.59 earnings per share for the quarter, topping analysts’ consensus estimates of $1.34 by $0.25. The business had revenue of $1.71 billion for the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same quarter last year, the company earned $1.56 EPS. Broadridge Financial Solutions has set its FY 2026 guidance at 9.320-9.580 EPS. As a group, equities analysts anticipate that Broadridge Financial Solutions, Inc. will post 8.53 earnings per share for the current year.

Broadridge Financial Solutions Profile

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.