Broadridge Financial Solutions, Inc. $BR Shares Acquired by Atlantic Union Bankshares Corp

Atlantic Union Bankshares Corp increased its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR) by 4,231.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,190 shares of the business services provider’s stock after buying an additional 7,024 shares during the quarter. Atlantic Union Bankshares Corp’s holdings in Broadridge Financial Solutions were worth $1,712,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of Broadridge Financial Solutions during the second quarter valued at about $123,812,000. Vanguard Group Inc. increased its stake in Broadridge Financial Solutions by 2.0% during the 2nd quarter. Vanguard Group Inc. now owns 15,031,420 shares of the business services provider’s stock valued at $3,653,086,000 after buying an additional 298,273 shares during the period. McElhenny Sheffield Capital Management LLC acquired a new position in Broadridge Financial Solutions during the 2nd quarter valued at about $53,467,000. Rakuten Investment Management Inc. bought a new stake in shares of Broadridge Financial Solutions during the 3rd quarter worth about $41,635,000. Finally, Bank of America Corp DE lifted its stake in shares of Broadridge Financial Solutions by 24.2% in the 2nd quarter. Bank of America Corp DE now owns 850,904 shares of the business services provider’s stock worth $206,795,000 after acquiring an additional 165,965 shares during the period. Institutional investors own 90.03% of the company’s stock.

Broadridge Financial Solutions Trading Down 6.4%

Shares of NYSE BR opened at $185.63 on Wednesday. The company has a quick ratio of 0.93, a current ratio of 0.93 and a debt-to-equity ratio of 1.06. Broadridge Financial Solutions, Inc. has a 12 month low of $183.30 and a 12 month high of $271.91. The company has a market cap of $21.67 billion, a price-to-earnings ratio of 23.77 and a beta of 0.97. The business has a fifty day simple moving average of $220.63 and a 200-day simple moving average of $234.20.

Broadridge Financial Solutions (NYSE:BR) last posted its quarterly earnings data on Tuesday, February 3rd. The business services provider reported $1.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.34 by $0.25. Broadridge Financial Solutions had a return on equity of 43.28% and a net margin of 13.11%.The firm had revenue of $1.71 billion for the quarter, compared to the consensus estimate of $1.61 billion. During the same quarter in the previous year, the company earned $1.56 EPS. The business’s revenue for the quarter was up 7.9% compared to the same quarter last year. Broadridge Financial Solutions has set its FY 2026 guidance at 9.320-9.580 EPS. Sell-side analysts predict that Broadridge Financial Solutions, Inc. will post 8.53 EPS for the current year.

Broadridge Financial Solutions Dividend Announcement

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

Wall Street Analyst Weigh In

A number of research analysts recently commented on the stock. Weiss Ratings reiterated a “buy (b)” rating on shares of Broadridge Financial Solutions in a research note on Monday, December 29th. Raymond James Financial reiterated an “outperform” rating and set a $257.00 price target on shares of Broadridge Financial Solutions in a research report on Tuesday. Wall Street Zen raised Broadridge Financial Solutions from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. DA Davidson decreased their target price on Broadridge Financial Solutions from $240.00 to $228.00 and set a “neutral” rating for the company in a research note on Friday, January 23rd. Finally, UBS Group dropped their price target on shares of Broadridge Financial Solutions from $280.00 to $250.00 and set a “neutral” rating on the stock in a research report on Thursday, November 13th. Four analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $259.17.

Broadridge Financial Solutions News Roundup

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

• Positive Sentiment: Quarterly beat — Broadridge reported adjusted EPS of $1.59 (vs. $1.34 consensus) and revenue of $1.71B (vs. $1.61B consensus); recurring revenues grew 9% YoY, showing steady subscription-like revenue strength. Broadridge Financial Solutions (BR) Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Raised outlook for FY‑26 adjusted EPS growth to 9–12% and provided an FY26 EPS range (9.320–9.580), which supports longer‑term earnings expectations. Broadridge Reports Second Quarter Fiscal 2026 Results
• Neutral Sentiment: Management commentary and the full earnings transcript provide detail on revenue mix, seasonality and product adoption that investors will parse for forward visibility. Review the call for color on sales cadence and client behavior. Broadridge Financial Solutions, Inc. (BR) Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Corporate governance update — two new independent directors (Trish Mosconi, Chris Perry) appointed, board expanded to 10 members; generally neutral but relevant for governance watchers. Broadridge Appoints Trish Mosconi and Chris Perry to its Board of Directors
• Negative Sentiment: Margin pressure — GAAP operating income and margins declined YoY (operating income down 2%, GAAP margin 12.0% vs. 13.3% prior year) and adjusted operating margin dipped (15.5% vs. 16.6%), which likely disappointed investors expecting stronger leverage. Broadridge Reports Second Quarter Fiscal 2026 Results
• Negative Sentiment: Mixed sales / revenue‑mix concerns — closed sales showed variability (quarterly improvement but six‑month closed sales down vs. prior year) and analysts highlighted a potential revenue‑mix shift that could affect near‑term growth. That may have amplified selling after the print. Broadridge Earnings Set to Post as Investors Eye Revenue Mix Shift
• Negative Sentiment: Modest adjusted EPS growth — adjusted EPS rose only ~2% YoY for the quarter despite revenue growth and the beat; investors may have priced in faster margin expansion or higher upside. Broadridge’s Q2 Earnings and Revenues Outpace Estimates, Rise Y/Y

Insider Buying and Selling

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

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.