Fieldview Capital Management LLC Invests $911,000 in Broadridge Financial Solutions, Inc. $BR

Fieldview Capital Management LLC bought a new stake in Broadridge Financial Solutions, Inc. (NYSE:BR) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 3,823 shares of the business services provider’s stock, valued at approximately $911,000.

A number of other institutional investors and hedge funds have also made changes to their positions in BR. Russell Investments Group Ltd. lifted its position in Broadridge Financial Solutions by 14.4% in the third quarter. Russell Investments Group Ltd. now owns 159,783 shares of the business services provider’s stock valued at $38,048,000 after purchasing an additional 20,166 shares during the period. Inceptionr LLC acquired a new position in Broadridge Financial Solutions during the 3rd quarter worth approximately $909,000. Private Advisor Group LLC increased its position in Broadridge Financial Solutions by 5.6% during the 3rd quarter. Private Advisor Group LLC now owns 2,106 shares of the business services provider’s stock worth $502,000 after purchasing an additional 111 shares during the period. Dynamic Technology Lab Private Ltd raised its stake in shares of Broadridge Financial Solutions by 92.1% during the 3rd quarter. Dynamic Technology Lab Private Ltd now owns 4,442 shares of the business services provider’s stock worth $1,058,000 after buying an additional 2,130 shares in the last quarter. Finally, Vinva Investment Management Ltd raised its stake in shares of Broadridge Financial Solutions by 96.2% during the 3rd quarter. Vinva Investment Management Ltd now owns 8,956 shares of the business services provider’s stock worth $2,128,000 after buying an additional 4,391 shares in the last quarter. 90.03% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Broadridge Financial Solutions

In related news, Director Robert N. Duelks sold 253 shares of the company’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 transaction of $48,727.80. Following the transaction, the director owned 20,815 shares of the company’s stock, valued at approximately $4,008,969. This represents a 1.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Timothy C. Gokey bought 5,300 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The shares were purchased at an average price of $194.49 per share, for a total transaction of $1,030,797.00. Following the transaction, the chief executive officer owned 142,876 shares of the company’s stock, valued at $27,787,953.24. The trade was a 3.85% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 1.10% of the company’s stock.

Analyst Upgrades and Downgrades

BR has been the topic of a number of analyst reports. Needham & Company LLC decreased their price target on Broadridge Financial Solutions from $305.00 to $255.00 and set a “buy” rating on the stock in a research note on Wednesday, February 4th. DA Davidson reiterated a “buy” rating and issued a $228.00 price objective on shares of Broadridge Financial Solutions in a research report on Tuesday, February 10th. Weiss Ratings lowered shares of Broadridge Financial Solutions from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, February 6th. UBS Group lowered 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 note on Thursday, November 13th. Finally, JPMorgan Chase & Co. reduced their price objective on shares of Broadridge Financial Solutions from $273.00 to $229.00 and set a “neutral” rating for the company in a research note on Wednesday, February 4th. Four equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, Broadridge Financial Solutions currently has an average rating of “Moderate Buy” and an average price target of $247.71.

Broadridge Financial Solutions Trading Down 4.1%

Shares of Broadridge Financial Solutions stock opened at $188.85 on Tuesday. The business has a 50 day moving average price of $198.09 and a 200 day moving average price of $221.58. The company has a market capitalization of $22.05 billion, a P/E ratio of 20.91 and a beta of 0.98. 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, Inc. has a 1 year low of $163.71 and a 1 year high of $271.91.

Broadridge Financial Solutions (NYSE:BR) last released its quarterly earnings results on Tuesday, February 3rd. The business services provider reported $1.59 earnings per share for the quarter, topping 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 during the quarter, compared to the consensus estimate of $1.61 billion. During the same quarter last year, the business posted $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. Sell-side analysts anticipate that Broadridge Financial Solutions, Inc. will post 8.53 EPS for the current fiscal year.

Broadridge Financial Solutions Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 8th. Shareholders of record on Monday, March 16th will be issued a $0.975 dividend. This represents a $3.90 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Monday, March 16th. Broadridge Financial Solutions’s dividend payout ratio is 43.19%.

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.