BR 📈 Broadridge Financial - Overview

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US11133T1034

BR: Proxy, Voting, Reporting, Analytics, Trade, Settlement, Custody

Broadridge Financial Solutions Inc is a leading provider of investor communications and technology-driven solutions for the financial services industry, offering a wide range of services that cater to the needs of banks, broker-dealers, corporate issuers, and fund clients. The company's Investor Communication Solutions segment is responsible for handling proxy materials distribution and voting processes, as well as distributing regulatory reports, prospectuses, and other critical information. This segment also provides data-driven solutions, content management platforms, and omni-channel distribution services for regulatory, marketing, and transactional information, enabling clients to streamline their communication processes and improve customer engagement.

The company's Investor Communication Solutions segment also offers specialized services such as ProxyEdge, an electronic proxy delivery and voting solution, as well as mutual fund trade processing services, solutions for public corporations and mutual funds, and data and analytics solutions. Additionally, this segment provides SEC filing and capital markets transaction services, registrar, stock transfer, and record-keeping services, and operates the Broadridge Communications Cloud platform, which creates, delivers, and manages communications and customer engagement activities. This platform enables clients to leverage the power of cloud-based technology to enhance their customer communications and improve overall efficiency.

Broadridge Financial Solutions' Global Technology and Operations segment provides a comprehensive range of solutions that automate the front-to-back transaction lifecycle of various financial instruments, including equity, mutual fund, fixed income, foreign exchange, and exchange-traded derivatives. This segment offers business process outsourcing services, technology solutions such as portfolio management, compliance, fee billing, and operational support solutions, as well as capital market and wealth and investment management solutions. By leveraging its expertise in technology and operations, the company helps its clients to improve their operational efficiency, reduce costs, and enhance their overall competitiveness in the market.

With a history dating back to 1962, Broadridge Financial Solutions has established itself as a trusted partner for the financial services industry, providing innovative solutions that cater to the evolving needs of its clients. Headquartered in Lake Success, New York, the company has a strong presence in the industry, with a website at https://www.broadridge.com and a common stock listed on the NYSE under the ticker symbol BR, with an ISIN of US11133T1034 and a GICS Sub Industry classification of Data Processing & Outsourced Services.

Additional Sources for BR Stock

BR Stock Overview

Market Cap in USD 27,109m
Sector Technology
Industry Information Technology Services
GiC Sub-Industry Data Processing & Outsourced Services
IPO / Inception 2007-04-02

BR Stock Ratings

Growth 5y 76.2%
Fundamental 64.0%
Dividend 61.0%
Rel. Strength Industry -20.3
Analysts 3.22/5
Fair Price Momentum 233.40 USD
Fair Price DCF 196.15 USD

BR Dividends

Dividend Yield 12m 1.10%
Yield on Cost 5y 2.20%
Annual Growth 5y 8.27%
Payout Consistency 100.0%

BR Growth Ratios

Growth Correlation 3m 80.5%
Growth Correlation 12m 78.5%
Growth Correlation 5y 82.1%
CAGR 5y 14.88%
CAGR/Mean DD 5y 1.75
Sharpe Ratio 12m 0.62
Alpha -7.60
Beta 0.84
Volatility 19.24%
Current Volume 1191.5k
Average Volume 20d 515k
What is the price of BR stocks?
As of December 21, 2024, the stock is trading at USD 226.01 with a total of 1,191,499 shares traded.
Over the past week, the price has changed by -3.22%, over one month by +0.65%, over three months by +8.95% and over the past year by +16.95%.
Is Broadridge Financial a good stock to buy?
Yes, based on ValueRay Fundamental Analyses, Broadridge Financial (NYSE:BR) is currently (December 2024) a good stock to buy. It has a ValueRay Fundamental Rating of 64.03 and therefor a positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BR as of December 2024 is 233.40. This means that BR is currently overvalued and has a potential downside of 3.27%.
Is BR a buy, sell or hold?
Broadridge Financial has received a consensus analysts rating of 3.22. Therefor, it is recommend to hold BR.
  • Strong Buy: 0
  • Buy: 2
  • Hold: 7
  • Sell: 0
  • Strong Sell: 0
What are the forecast for BR stock price target?
According to ValueRays Forecast Model, BR Broadridge Financial will be worth about 256.6 in December 2025. The stock is currently trading at 226.01. This means that the stock has a potential upside of +13.52%.
Issuer Forecast Upside
Wallstreet Target Price 226.5 0.2%
Analysts Target Price 188.8 -16.5%
ValueRay Target Price 256.6 13.5%