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Broadridge Financial Solutions Inc

Broadridge Financial Solutions Inc

BR
$167.74USD↓-0.30%-0.50 today

MARKET CAP

19.1B

P/E (TTM)

17.9x

FWD P/E

—

DAY RANGE

$167 – $170

52W RANGE

$134
$256

AI Summary

Stalk
TrimMedium

BR remains in Stage 4 decline within a broader downtrend. Price rolled over after testing the 200-day SMA and broke below the 9/20 EMAs, with momentum weakening and RSI approaching oversold near the 50-day SMA support. The medium-term bias remains bearish; sell-side execution should be deferred to rallies into the resistance cluster around the 20-EMA and 50% retracement (approx. 172–173), seeking rejection at those levels. A sustained reclaim above the 20-EMA would invalidate this bias.

  • ↑Fiscal 2026 revenue grew 8% to $4.9 B; adjusted EPS rose 12% to $9.60
  • ↑Management forecasts FY27 recurring revenue growth of 6–8% and EPS growth of 8–12%
  • ↓Negative earnings yield and weak growth raise value-trap concerns
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Broadridge Financial Solutions, Inc. (NYSE: BR) is a leading provider of technology-driven solutions for financial services firms, with a strong focus on governance, capital markets, and wealth management. The company operates at the intersection of traditional finance and the burgeoning digital asset space, positioning itself advantageously amidst the rising trend of tokenization and digital modernization. By leveraging innovative technologies, including AI, Broadridge is aimed at enhancing operational efficiency and improving investor engagement across a diverse clientele.

Bull says

  • ↑Fiscal 2026 revenue grew 8% to $4.9 B; adjusted EPS rose 12% to $9.60
  • ↑Management forecasts FY27 recurring revenue growth of 6–8% and EPS growth of 8–12%
  • ↑Tokenized securities platform set to benefit from rising digital asset demand
  • ↑Returned over $1 B to shareholders in FY26, including a record $600 M buyback
  • ↑Generated $1.2 B free cash flow, underscoring strong operational efficiency
  • ↑Strong profitability factors, low leverage risk and positive institutional ownership

Bear says

  • ↓Negative earnings yield and weak growth raise value-trap concerns
  • ↓Downward momentum and heightened volatility signal price weakness
  • ↓Event-driven revenues projected at $250 M–$300 M in FY27, moderating growth
  • ↓SEC’s eDelivery rule could disrupt traditional revenue streams
  • ↓Capital-market sensitivity exposes revenue to economic downturns
  • ↓Weak momentum factors and low liquidity could exacerbate share declines

Investment themes with BR

High Dividend Yield↓ -0.51%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q3 2024 · Mgmt. Guidance

Updated 05-02-2025neutral

Transcript signals

Bull points

  • We see a market in which the underlying fundamentals are solid, where capital markets and retail investor activity are beginning to strengthen, and where our clients are highlighting the need for continued technology investment.
  • Sales continue to be strong, highlighting our clients' willingness to move ahead with solutions that address revenue, cost or regulatory needs.
  • Broadridge reported 4% recurring revenue growth and 9% adjusted EPS growth.

Bear points

  • Quarterly fund position growth can vary more widely than the full year number, because it is impacted by the timing and types of communications that are distributed during any particular quarter.
  • the cumulative impact of lower fund flows and the shift to money market funds that began over a year ago has weighed on growth, especially for active funds.
  • While third quarter recurring revenue growth was impacted by the timing of annual meetings, we are entering the seasonally larger fourth quarter in a strong position.
Read full transcript analysis ›