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Lake Success, New York-based Broadridge Financial Solutions, Inc. (BR) provides investor communications and technology-driven solutions for the financial services industry. With a market cap of $30.1 billion, Broadridge operates through Investor Communication Solutions, Global Technology and Operations, and other segments.
Broadridge has notably outperformed the broader market over the past year and in 2025. BR stock prices have soared 22.8% over the past 52 weeks and 13.8% on a YTD basis, compared to the S&P 500 Index’s ($SPX) 15.1% gains over the past year and 9.9% surge in 2025.
Narrowing the focus, Broadridge has also outperformed the Technology Select Sector SPDR Fund’s (XLK) 18.9% gains over the past 52 weeks and 13.1% returns on a YTD basis.
Broadridge Financial’s stock prices surged 6.8% in the trading session following the release of its better-than-expected Q4 results on Aug. 5. The company’s products have continued to help innovate and modernize capital markets and the wealth management industry. Its revenues for the quarter increased by 7.4% year-over-year to $1.4 billion, surpassing the consensus estimates by 61 bps. Meanwhile, due to margin contraction, its adjusted EPS inched up by a modest 1.4% year-over-year to $3.55, but surpassed the Street expectations by 1.1%.
Further, Broadridge remains confident in its 2026 growth trajectory. The company expects its 2026 recurring revenues to increase 5% to 7% on a constant currency basis and adjusted EPS to surge 8% to 12%.
For the full fiscal 2026, ending in June, analysts expect BR to deliver an adjusted EPS of $9.35, up 9.4% year-over-year. Moreover, the company has a robust earnings surprise history. It has met or surpassed the Street’s bottom-line projections in each of the past four quarters.
The stock has a consensus “Hold” rating overall. Of the nine analysts covering the BR stock, opinions include three “Moderate Buys” and six “Holds.”
This configuration has remained stable in recent months.
On Aug. 6, Needham analyst Kyle Peterson reiterated a “Buy” rating on BR and raised the price target from $300 to $305.
As of writing, Broadridge’s mean price target of $277.57 represents a 7.9% premium to current price levels.
On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
