First National Bank of Omaha Invests $12.55 Million in Broadridge Financial Solutions, Inc. $BR

First National Bank of Omaha acquired a new stake in Broadridge Financial Solutions, Inc. (NYSE:BR) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 52,707 shares of the business services provider’s stock, valued at approximately $12,553,000. Broadridge Financial Solutions accounts for about 0.8% of First National Bank of Omaha’s investment portfolio, making the stock its 28th biggest holding.

A number of other institutional investors have also recently made changes to their positions in the business. First Horizon Corp purchased a new stake in shares of Broadridge Financial Solutions during the third quarter worth $25,000. NewSquare Capital LLC lifted its stake in Broadridge Financial Solutions by 89.5% in the second quarter. NewSquare Capital LLC now owns 108 shares of the business services provider’s stock worth $26,000 after acquiring an additional 51 shares during the last quarter. Guerra Advisors Inc purchased a new stake in shares of Broadridge Financial Solutions in the 3rd quarter valued at approximately $29,000. Bank of Jackson Hole Trust increased its position in shares of Broadridge Financial Solutions by 110.3% in the 2nd quarter. Bank of Jackson Hole Trust now owns 122 shares of the business services provider’s stock valued at $30,000 after purchasing an additional 64 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd raised its holdings in shares of Broadridge Financial Solutions by 85.1% in the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 124 shares of the business services provider’s stock valued at $30,000 after purchasing an additional 57 shares in the last quarter. Institutional investors and hedge funds own 90.03% of the company’s stock.

Insider Transactions at Broadridge Financial Solutions

In other Broadridge Financial Solutions news, VP Thomas P. Carey sold 10,214 shares of the stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $229.26, for a total transaction of $2,341,661.64. Following the completion of the sale, the vice president directly owned 6,026 shares of the company’s stock, valued at approximately $1,381,520.76. This trade represents a 62.89% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Robert N. Duelks sold 253 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the director directly owned 20,815 shares in the company, valued at approximately $4,008,969. The trade was a 1.20% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.10% of the stock is currently owned by corporate insiders.

Broadridge Financial Solutions Trading Up 0.3%

NYSE:BR opened at $174.29 on Wednesday. The company has a market capitalization of $20.35 billion, a PE ratio of 19.30 and a beta of 0.97. Broadridge Financial Solutions, Inc. has a 52-week low of $163.71 and a 52-week high of $271.91. The stock’s 50 day moving average price is $210.54 and its 200 day moving average price is $229.29. The company has a quick ratio of 0.97, a current ratio of 0.97 and a debt-to-equity ratio of 0.93.

Broadridge Financial Solutions (NYSE:BR) last announced its earnings results on Tuesday, February 3rd. The business services provider reported $1.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.34 by $0.25. Broadridge Financial Solutions had a net margin of 14.86% and a return on equity of 40.70%. The business had revenue of $1.71 billion for the quarter, compared to analyst estimates of $1.61 billion. During the same period last year, the firm posted $1.56 earnings per share. The company’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. On average, research analysts anticipate that Broadridge Financial Solutions, Inc. will post 8.53 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on BR shares. UBS Group lowered their target price on shares of Broadridge Financial Solutions from $280.00 to $250.00 and set a “neutral” rating for the company in a research note on Thursday, November 13th. Raymond James Financial reaffirmed an “outperform” rating and set a $257.00 price target on shares of Broadridge Financial Solutions in a report on Tuesday, February 3rd. Weiss Ratings downgraded Broadridge Financial Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, February 6th. Wall Street Zen lowered Broadridge Financial Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Finally, Morgan Stanley decreased their target price 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. Four investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Broadridge Financial Solutions presently has a consensus rating of “Moderate Buy” and an average target price of $247.71.

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.