NYSE: BR

Broadridge Financial Solutions (BR) Stock Analysis & Forecast

Sep 28 close

$162.92−0.85 (−0.5%)

Gekko Brief

AI summary

Broadridge draws attention this week mainly around its push into digital assets, with the launch of the DLX tokenization and digital asset infrastructure platform and the appointment of Boaz Lahovitsky as President of Wealth Management, alongside an MOU with Korea Securities Depository to modernize proxy voting infrastructure for international investors holding Korean equities. Coverage also notes an expansion of a digital-assets platform for US wealth managers, including cryptocurrency and tokenized securities capabilities, and a short interest reading of 2.60% of public float as of September 15, 2026.

Shares close at $162.92, down 0.5%, sitting below both the 50-day average of $167.33 and the 200-day average of $172.50, with the 50-day below the 200-day. The GekkoIndex reads 65.3, placing it in the Accumulation zone. Price stands 14.2% below Gekko Fair Value of $189.89.

The next earnings date falls on 3 November 2026, before the open, 35 days out and beyond a typical 20-trading-day hold; the prior report on 4 August 2026 showed adjusted EPS of $3.82 versus a $3.75 estimate, an 8% streak of beats across 8 quarters, with a 3.9% reaction. No insider, Congress or unusual options activity appears in the current window. Seasonality over the next 20 trading days has averaged -0.3% across 5 years, rising in 2 of them, a pattern worth noting alongside the current gap to Gekko Fair Value.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

Broadridge Financial Solutions price vs fair value

$189.89$162.92Sep ’25Mar ’26Sep ’26
Close $162.92200-day averageGekko Fair Value $189.89

Broadridge Financial Solutions quick facts

Market cap
$18.84B
P/E ratio
17.1
Forward P/E
15.5
EPS, TTM
$9.60
Revenue, TTM
$7.48B
Profit margin
15%
Dividend yield
2.40%
Beta
0.91
Volume
836,801 avg 1.06M
1-year return
−30.6%
Typical daily move
±2.4%
Typical 20-day move
±4.2%
50-day average
$167.33
200-day average
$172.50
Next earnings
Nov 3 before open
Shares outstanding
114.0M
52-week range
$133.83$238.73

Broadridge Financial Solutions swing-trade checklist

Broadridge Financial Solutions scores 3 supportive, 0 mixed and 2 headwinds across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive0 mixed2 headwinds

  • Trendheadwind

    Below 50 and 200-day

    Close $162.92 is below the 50-day ($167.33) and 200-day ($172.50) averages, and the 50-day is below the 200-day.

    See the chart
  • GekkoIndexsupportive

    65.3, Accumulation

    Reading 65.3 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    14.2% below

    Price is 14.2% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 35 days

    Next report Nov 3, 2026, 35 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalityheadwind

    −0.3% on average

    From this point in the calendar, the next 20 trading days averaged −0.3% over 5 years, rising in 2 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Broadridge Financial Solutions stock chart and price history

Broadridge Financial Solutions closed at $162.92 on Sep 28, 2026, −30.6% over the past year, inside a 52-week range of $133.83 to $238.73.

Close50-day average200-day averageVolume
Broadridge Financial Solutions share price, past year, with 50-day and 200-day moving averages and volume$150$175$200$225$250NovDecJan 2026FebMarAprMayJunJulAugSep162.92

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−11.0%
3 months
+20.3%
6 months
+3.5%
1 year
−30.6%
The full BR chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open BR in Gekko

Follow Broadridge Financial Solutions through every session

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About Broadridge Financial Solutions

Broadridge Financial Solutions provides technology and communication services built around the financial industry. It is widely recognized for handling proxy materials tied to stocks and mutual funds, managing the voting process that goes along with them, and for tools such as ProxyEdge, which lets shareholders receive and cast proxy votes electronically. Beyond proxy work, the company distributes regulatory notices, class action updates, corporate restructuring information, and tax documents.

The business operates through two main areas. One focuses on investor communications, offering data services, content platforms for regulatory and marketing materials, mutual fund processing, SEC filing support, transfer agent and record-keeping functions, and client engagement tools run through its Broadridge Communications Cloud. The other, its Global Technology and Operations segment, supports the full transaction cycle for assets including equities, mutual funds, fixed income, foreign exchange, and derivatives, covering trade execution, settlement, compliance, custody, and related operational functions for capital markets and wealth management clients.

Broadridge Financial Solutions was founded in 1962 and is headquartered in Lake Success, New York. Its shares are listed on the NYSE under the ticker BR.

Listed
NYSE
Sector
Technology services
Industry
Information technology services
Website
broadridge.com

Broadridge Financial Solutions GekkoIndex: the smart money zone

Broadridge Financial Solutions’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 65.3, in the Accumulation zone, up 0.1 points over five sessions.

010065.3Accumulation

Up 0.1 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying50−0.8%−0.8%−0.4%−3.4%
Accumulation (current zone)238+0.1%−0.1%−1.0%−2.0%
Neutral357−0.1%−0.2%+0.3%+0.3%
Distribution26−1.4%+0.4%−1.8%−3.3%
Selling1Too few readings yet

Average BR share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the BR price, zone by zone.Track BR in Gekko

Is Broadridge Financial Solutions stock overvalued? Gekko Fair Value

Broadridge Financial Solutions trades 14.2% below Gekko Fair Value of $189.89, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what Broadridge Financial Solutions shares are worth, recalculated every trading day.

$189.89

Gekko Fair Value, Sep 29, 2026

14.2% Undervalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open BR in Gekko

Broadridge Financial Solutions insider and Congress trading

No open-market insider purchases were filed for Broadridge Financial Solutions, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for BR in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every BR insider filing, plotted on the chart in Gekko.Open BR in Gekko

Congress trades last 90 days

No trades in BR were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for BR, plotted on the chart in Gekko.Open BR in Gekko

Buybacks

Broadridge Financial Solutions has been buying back its own shares.

Latest authorization
$1.50B, Aug 4, 2026
Bought back, quarter ended Jun 30, 2026
$253.0M
As a share of market cap
1.34%
Trailing four quarters
$608.1M

From company filings.

Broadridge Financial Solutions earnings: next date and track record

Broadridge Financial Solutions reports on Nov 3, 2026, before the open (35 days away), and beat the EPS estimate in 8 of its last 8 reports.

8 of 8reports beat the EPS estimate
±3.6%average move across the report
3 of 8reports followed by a gain

Share-price move across each report

+4.7%Nov ’24−0.2%Jan ’25−3.9%May ’25+7.4%Aug ’25−1.2%Nov ’25−4.1%Feb ’26−3.4%Apr ’26+3.9%Aug ’26

Last earnings call, Aug 4, 2026 AI summary

What they said
Broadridge reported strong fiscal 2026 results: recurring revenue grew 8% (constant currency), adjusted EPS grew 12% to $9.60, and the company recorded a quarterly closed-sales record ($158M for Q4, $305M for the year). Management highlighted execution across governance, capital markets and wealth, and emphasized investments in digital communications, agentic AI and tokenized securities (DLR/DLX). The Board approved a 12% dividend increase and the company returned over $1 billion to shareholders (including a record $600M in buybacks). Management described a $470M recurring revenue backlog and expects AI-driven productivity savings (~$25M) in fiscal '27 while reinvesting to accelerate product and platform development. Fiscal '27 strategic priorities include scaling tokenization, platform-enabled sales, and global expansion of DLR/DLX capabilities.
Guidance
Fiscal 2027 guidance: 6%–8% recurring revenue growth (Tim); 8%–12% adjusted EPS growth (Tim). Ashima provided additional color: 5%–7% organic growth plus ~1% from acquisitions (i.e., ~6%–8% total), and ~$25M of expected AI cost savings in fiscal '27. Management expects another year of $300M+ closed sales and highlighted a $470M recurring revenue backlog providing visibility.
Risks flagged
Management noted timing uncertainty of large deals and market hesitancy that can delay closings; a ~40 basis point headwind from lower interest rates and higher postage; near-term tough comps in Q1 and Q2 for license revenue; tokenization adoption is early-stage and introduces client/legal complexity; standard forward-looking and execution risks (referenced to slides/Form 10-K).
ReportedEPSSurpriseRevenueSurpriseMove
Aug 4, 2026$3.82
est $3.75
+1.9%$2.22B
est $2.17B
+2.3%+3.9%
Apr 30, 2026$2.72
est $2.60
+4.6%$1.95B
est $1.90B
+2.6%−3.4%
Feb 3, 2026$1.59
est $1.36
+16.9%$1.71B
est $1.60B
+6.8%−4.1%
Nov 4, 2025$1.51
est $1.25
+20.8%$1.59B
est $1.54B
+3.1%−1.2%
Aug 5, 2025$3.55
est $3.50
+1.4%$2.07B
est $2.06B
+0.4%+7.4%
May 1, 2025$2.44
est $2.41
+1.2%$1.81B
est $1.86B
−2.8%−3.9%
Jan 31, 2025$1.56
est $1.32
+18.2%$1.59B
est $1.56B
+2.1%−0.2%
Nov 5, 2024$1.00
est $0.97
+3.0%$1.42B
est $1.48B
−4.1%+4.7%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Broadridge Financial Solutions stock forecast and analyst price targets

Analysts’ average 12-month price target for Broadridge Financial Solutions is $213.38, +31.0% from the last close, from 6 firms rating the stock in the last 90 days.

$213.38consensus 12-month target, +31.0% from the last close
Low $176High $230
Buy3
Hold3
Sell0

Each firm’s latest rating in the last 90 days: 6 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 23RBC CapitalBuy, maintained$226+38.7%
Aug 28RBC CapitalBuy, maintained$226+38.7%
Aug 17UBSHold, maintained$180+10.5%
Aug 6Morgan StanleyHold, reiterated$176+8.0%
Aug 5Morgan StanleyHold, maintained$176+8.0%
−1.0%average 20-day move after past Accumulation readings
−0.3%average move over the next 20 trading days in the last 5 years
±2.4%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Broadridge Financial Solutions seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, Broadridge Financial Solutions averaged −0.3% across the last 5 years, rising in 2 of them.

Next 20 trading days, by year

+7.7%2021−1.3%2022−6.5%2023−0.6%2024−2.4%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days−0.2%2 of 5
Next 10 trading days+0.2%2 of 5
Next 15 trading days+0.1%2 of 5
Next 20 trading days−0.3%2 of 5
Next 30 trading days+0.3%2 of 5

For scale, BR’s typical 20-trading-day move in either direction is about 4.2%.

Broadridge Financial Solutions market cap and key statistics

Broadridge Financial Solutions’s market cap is $18.84B, with a P/E ratio of 17.1 and revenue of $7.48B over the last twelve months.

Valuation

Market cap
$18.84B
P/E ratio
17.1
Forward P/E
15.5
EPS, TTM
$9.60
Gekko Fair Value
$189.89

Trading

Volume
836,801
Avg volume, 20 days
1.06M
52-week high
$238.73
52-week low
$133.83
Shares outstanding
114.0M

Financials

Revenue, TTM
$7.48B
Profit margin
15%
Return on equity
40.9%
Quarterly earnings growth, YoY
+8.4%

Risk and income

Beta
0.91
Typical daily move
±2.4%
Typical 20-day move
±4.2%
Dividend yield
2.40%

Broadridge Financial Solutions peers

Broadridge Financial Solutions’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
IBMInternational Business Machines−0.8%Accumulation16.1% below
FTNTFortinet+3.3%Neutral32.5% above
NETCloudflare+4.3%Neutral22.9% above
ACNAccenture+0.6%Neutral9.7% below
WDAYWorkday+2.3%Neutral13.2% above
CRDOCredo Technology−6.5%Neutral19.0% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Broadridge Financial Solutions stock FAQ

What is Broadridge Financial Solutions’s market cap?

Broadridge Financial Solutions’s market cap is $18.84B at the Sep 28, 2026 close of $162.92, with 114.0M shares outstanding. The shares trade on a P/E ratio of 17.1.

What is the Broadridge Financial Solutions stock forecast?

The consensus analyst 12-month price target for Broadridge Financial Solutions is $213.38, +31.0% from the last close. Of the 6 firms that rated the stock in the last 90 days, 3 rate it a buy, 3 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Broadridge Financial Solutions stock overvalued or undervalued?

On Gekko’s estimate Broadridge Financial Solutions is undervalued: the Sep 28, 2026 close of $162.92 is 14.2% below Gekko Fair Value of $189.89. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Broadridge Financial Solutions report earnings next?

Broadridge Financial Solutions is expected to report on Nov 3, 2026, before the market opens (35 days away). Analysts expect earnings of $1.37 per share on revenue of $1.65B. Broadridge Financial Solutions beat the earnings estimate in 8 of its last 8 reports, moving 3.6% on average across the report.

What is Broadridge Financial Solutions’s 52-week high and low?

Broadridge Financial Solutions’s 52-week high is $238.73 and its 52-week low is $133.83; it closed at $162.92 on Sep 28, 2026, −30.6% over the past year. Over the last five years the shares peaked at $271.91 on Aug 7, 2025.

Is Broadridge Financial Solutions stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, fair value and earnings risk) and 2 as headwinds (trend and seasonality). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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