Broadridge Financial Solutions (NYSE:BR) Stock Rating Lowered by Wall Street Zen

Broadridge Financial Solutions (NYSE:BR) was downgraded by research analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a note issued to investors on Saturday.

BR has been the subject of a number of other reports. Needham & Company LLC cut their price target on Broadridge Financial Solutions from $305.00 to $255.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. UBS Group dropped their price target on shares of Broadridge Financial Solutions from $280.00 to $250.00 and set a “neutral” rating for the company in a research report on Thursday, November 13th. Morgan Stanley dropped their price target on Broadridge Financial Solutions from $261.00 to $256.00 and set an “equal weight” rating for the company in a research note on Wednesday, November 5th. Weiss Ratings reissued a “buy (b)” rating on shares of Broadridge Financial Solutions in a research note on Monday, December 29th. Finally, JPMorgan Chase & Co. dropped their target price on Broadridge Financial Solutions from $273.00 to $229.00 and set a “neutral” rating on the stock in a report on Wednesday, February 4th. Four investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $247.71.

Broadridge Financial Solutions Price Performance

Shares of NYSE:BR opened at $182.05 on Friday. The business’s 50 day simple moving average is $218.26 and its 200-day simple moving average is $233.05. The firm has a market capitalization of $21.25 billion, a price-to-earnings ratio of 20.16 and a beta of 0.97. Broadridge Financial Solutions has a 12 month low of $181.09 and a 12 month high of $271.91. The company has a debt-to-equity ratio of 0.93, a current ratio of 0.97 and a quick ratio of 0.97.

Broadridge Financial Solutions (NYSE:BR) last posted its earnings results on Tuesday, February 3rd. The business services provider reported $1.59 earnings per share for the quarter, beating the consensus estimate of $1.34 by $0.25. Broadridge Financial Solutions had a return on equity of 40.70% and a net margin of 14.86%.The company had revenue of $1.71 billion for the quarter, compared to analyst estimates of $1.61 billion. During the same quarter in the prior year, the company earned $1.56 earnings per share. Broadridge Financial Solutions’s revenue 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. As a group, equities analysts forecast that Broadridge Financial Solutions will post 8.53 earnings per share for the current fiscal year.

Insider Transactions at Broadridge Financial Solutions

In other news, President Christopher John Perry sold 3,984 shares of the stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $226.00, for a total value of $900,384.00. Following the completion of the transaction, the president owned 44,829 shares of the company’s stock, valued at approximately $10,131,354. This represents a 8.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director Robert N. Duelks sold 253 shares of the firm’s stock in a transaction 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 transaction, the director directly owned 20,815 shares in the company, valued at $4,008,969. This trade represents a 1.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 14,451 shares of company stock worth $3,290,773. Insiders own 1.10% of the company’s stock.

Institutional Investors Weigh In On Broadridge Financial Solutions

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC raised its position in Broadridge Financial Solutions by 46.7% in the fourth quarter. EverSource Wealth Advisors LLC now owns 1,238 shares of the business services provider’s stock worth $277,000 after acquiring an additional 394 shares in the last quarter. Legato Capital Management LLC purchased a new stake in Broadridge Financial Solutions in the 4th quarter worth approximately $343,000. Advisory Alpha LLC raised its stake in shares of Broadridge Financial Solutions by 5.5% during the 4th quarter. Advisory Alpha LLC now owns 1,555 shares of the business services provider’s stock worth $347,000 after purchasing an additional 81 shares in the last quarter. Wilian Securities LLC bought a new position in shares of Broadridge Financial Solutions during the 4th quarter valued at $592,000. Finally, Axxcess Wealth Management LLC raised its stake in shares of Broadridge Financial Solutions by 135.8% in the 4th quarter. Axxcess Wealth Management LLC now owns 64,642 shares of the business services provider’s stock valued at $14,426,000 after acquiring an additional 37,228 shares in the last quarter. Institutional investors own 90.03% of the company’s stock.

More Broadridge Financial Solutions News

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

• Positive Sentiment: Broadridge announced a deal to acquire CQG, adding execution management, algorithmic trading and analytics for global futures and options — broadening its trading stack and cross‑sell opportunity across order management and connectivity. Broadridge to Acquire CQG
• Positive Sentiment: Recent Q2 results beat estimates and Broadridge raised FY2026 EPS guidance (9.320–9.580), supporting higher forward earnings expectations and recurring revenue visibility. A Look At Broadridge Valuation After Robust Q2
• Positive Sentiment: Earnings call highlighted cash generation, growth initiatives and tokenization efforts — strategic themes that can support longer‑term margin expansion and product differentiation. Earnings Call Highlights / Presentation
• Positive Sentiment: DA Davidson upgraded Broadridge, a vote of confidence from sell‑side analysts that can support sentiment if follow‑through occurs. DA Davidson upgrade
• Positive Sentiment: Technical commentary notes BR is in oversold territory after recent declines and that analysts have been raising estimates — suggesting a potential rebound if selling pressure eases. Zacks: Poised for a Turnaround
• Neutral Sentiment: Press roundups and analyst commentary (e.g., Globe and Mail) provide mixed perspective on valuation and sector trends—useful context but not a direct catalyst. Analysts Offer Insights
• Negative Sentiment: Insider selling: Director Robert N. Duelks sold 253 shares on Feb. 6 (small amount relative to his stake), which can be read as near‑term selling pressure or profit‑taking by insiders. SEC filing: Insider Sale

About Broadridge Financial Solutions

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.