BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does BROADRIDGE FINANCIAL SOLUTIONS, INC. Do?
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry worldwide. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and offers ProxyEdge, an electronic proxy delivery and voting solution. It also distributes regulatory reports, class action, and corporate action/reorganization event information, as well as tax reporting solutions; and provides content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund trade processing services. This segment offers data and analytics solutions; solutions for public corporations and mutual funds; financial reporting document composition and management solutions; SEC disclosure and filing services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The company's Global Technology and Operations segment offers desktop productivity tools, data aggregation, performance reporting, portfolio management, order capture and execution, trade confirmation, margin, cash management, clearance and settlement, asset servicing, reference data management, reconciliations, securities financing and collateral optimization, compliance and regulatory reporting, and portfolio accounting and custody-related services. It also provides business process outsourcing services; technology solutions, such as portfolio management, compliance, and operational workflow solutions; and capital market and wealth management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York. BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) is classified as a large-cap stock in the Industrials sector, specifically within the Business Services industry. The company is led by CEO Timothy C. Gokey and employs approximately 14,300 people, headquartered in LAKE SUCCESS, New York. With a market capitalization of $18.4B, BR is one of the prominent companies in the Industrials sector.
BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) Stock Rating — Hold (April 2026)
As of April 2026, BROADRIDGE FINANCIAL SOLUTIONS, INC. receives a Hold rating with a composite score of 44.2/100 and 3 out of 5 stars from the Blank Capital Research quantitative model.BR ranks #1,915 out of 4,446 stocks in our coverage universe. Within the Industrials sector, BROADRIDGE FINANCIAL SOLUTIONS, INC. ranks #308 of 756 stocks, placing it in the upper half of its Industrials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
BR Stock Price and 52-Week Range
BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) currently trades at $160.93. The 52-week high for BR is $271.91, which means the stock is currently trading -40.8% from its annual peak. The 52-week low is $163.71, putting the stock -1.7% above its annual trough. Recent trading volume was 0 shares, suggesting relatively thin trading activity.
Is BR Overvalued or Undervalued? — Valuation Analysis
BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) carries a value factor score of 43/100 in the Blank Capital model, indicating fair valuation relative to historical norms. The trailing price-to-earnings ratio is 22.35x, compared to the Industrials sector average of 27.30x — a discount of 18%. The price-to-book ratio stands at 6.49x, versus the sector average of 2.18x. The price-to-sales ratio is 2.79x, compared to 0.51x for the average Industrials stock. On an enterprise value basis, BR trades at 22.99x EV/EBITDA, versus 5.63x for the sector.
Overall, BR's valuation appears roughly in line with sector benchmarks, suggesting the market is pricing the stock fairly given its current fundamentals and growth trajectory. Neither deep value nor significantly overpriced, the stock occupies a middle ground on valuation.
BROADRIDGE FINANCIAL SOLUTIONS, INC. Profitability — ROE, Margins, and Quality Score
BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) earns a quality factor score of 50/100, indicating solid business quality with consistent operational execution. The return on equity (ROE) is 29.0%, compared to the Industrials sector average of 9.1%, which demonstrates strong shareholder value creation. Return on assets (ROA) comes in at 9.7% versus the sector average of 3.3%.
On a margin basis, BROADRIDGE FINANCIAL SOLUTIONS, INC. reports gross margins of 28.5%, compared to 35.8% for the sector. The operating margin is 14.1% (sector: 6.2%). Net profit margin stands at 12.3%, versus 3.9% for the average Industrials stock. Revenue growth is running at 20.4% on a trailing basis, compared to 6.5% for the sector. The overall profitability profile is adequate, though there may be room for margin expansion.
BR Debt, Balance Sheet, and Financial Health
BROADRIDGE FINANCIAL SOLUTIONS, INC. has a debt-to-equity ratio of 110.0%, compared to the Industrials sector average of 70.0%. Leverage is within a manageable range for the industry, though investors should monitor debt trends over time. The current ratio is 0.97x, which may signal near-term liquidity tightness. Total debt on the balance sheet is $3.17B.
BR has a beta of 0.52, meaning it is less volatile than the S&P 500, making it a relatively defensive holding. The stability factor score for BROADRIDGE FINANCIAL SOLUTIONS, INC. is 78/100, indicating low-volatility characteristics and consistent price behavior that appeals to risk-averse investors.
BROADRIDGE FINANCIAL SOLUTIONS, INC. Revenue and Earnings History — Quarterly Trend
In TTM 2026, BROADRIDGE FINANCIAL SOLUTIONS, INC. reported revenue of $6.70B and earnings per share (EPS) of $2.44. Net income for the quarter was $836M. Gross margin was 28.5%. Operating income came in at $950M.
In Q2 2026, BROADRIDGE FINANCIAL SOLUTIONS, INC. reported revenue of $1.71B and earnings per share (EPS) of $2.44. Net income for the quarter was $285M. Gross margin was 27.6%. Revenue grew 7.8% year-over-year compared to Q2 2025. Operating income came in at $206M.
In Q1 2026, BROADRIDGE FINANCIAL SOLUTIONS, INC. reported revenue of $1.59B and earnings per share (EPS) of $1.41. Net income for the quarter was $165M. Gross margin was 26.6%. Revenue grew 11.7% year-over-year compared to Q1 2025. Operating income came in at $189M.
In FY 2025, BROADRIDGE FINANCIAL SOLUTIONS, INC. reported revenue of $6.89B and earnings per share (EPS) of $7.17. Net income for the quarter was $840M. Gross margin was 31.0%. Revenue grew 5.9% year-over-year compared to FY 2024. Operating income came in at $1.19B.
Over the past 8 quarters, BROADRIDGE FINANCIAL SOLUTIONS, INC. has demonstrated a growth trajectory, with revenue expanding from $6.51B to $6.70B. Investors analyzing BR stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
BR Dividend Yield and Income Analysis
BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) does not currently pay a dividend. This is common among growth-oriented companies in the Business Services industry that prefer to reinvest cash flows into business expansion rather than returning capital to shareholders. Income-focused investors looking for Industrials dividend stocks may want to explore other Industrials stocks or use the stock screener to filter by dividend yield.
BR Momentum and Technical Analysis Profile
BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) has a momentum factor score of 23/100, signaling weak relative price performance. Stocks with low momentum scores have historically tended to continue underperforming in the near term. The investment factor score is 26/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 67/100 reflects moderate short selling activity.
BR vs Competitors — Industrials Sector Ranking and Peer Comparison
Within the Industrials sector, BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) ranks #308 out of 756 stocks based on the Blank Capital composite score. This places BR in the upper half of all Industrials stocks in our coverage universe. Key competitors and sector peers include Scorpio Tankers Inc. (STNG) with a score of 63.3/100, TSAKOS ENERGY NAVIGATION LTD (TEN) with a score of 61.2/100, TEEKAY TANKERS LTD. (TNK) with a score of 62.2/100, Great Lakes Dredge & Dock CORP (GLDD) with a score of 56.5/100, and Hafnia Ltd (HAFN) with a score of 59.4/100.
Comparing BR against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full BR vs S&P 500 (SPY) comparison to assess how BROADRIDGE FINANCIAL SOLUTIONS, INC. stacks up against the broader market across all factor dimensions.
BR Next Earnings Date
No upcoming earnings date has been announced for BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy BR? — Investment Thesis Summary
BROADRIDGE FINANCIAL SOLUTIONS, INC. presents a balanced picture with arguments on both sides. Momentum is weak at 23/100, a headwind for near-term performance. Low volatility (stability score 78/100) reduces downside risk.
In summary, BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) earns a Hold rating with a composite score of 44.2/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on BR stock.
Related Resources for BR Investors
Explore more research and tools: BR vs S&P 500 comparison, top Industrials stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare BR head-to-head with peers: BR vs STNG, BR vs TEN, BR vs TNK.