Explore 3 Stock Ideas & Industry Insights Download Free Report

Broadridge Financial Solutions Inc

Company price
190.4 USD -3.52 ( 1.82%)
Last update at 2026-11-06T21:00:00Z
VOLUME
1174331
Market Cap
18898.11M
P/E
17.83

Momentum Score

…

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; and provides fund manager and a range of other regulatory communication solutions. The segment also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund and exchange-traded funds trade processing services; data and analytics solutions; annual SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearing and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth and investment management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
186.73
Low
191.94
High
52 Week Price Range
150.10
Low
268.23
High

Momentum Score

…
Loading momentum score…

A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Broadridge Financial Solutions provides investor communications, securities processing, proxy voting and technology-driven outsourcing services to banks, broker-dealers, asset managers and corporate issuers globally. Long-term growth may be supported by secular outsourcing trends, regulatory complexity, digital transformation of shareholder communications and recurring subscription revenue. Investors may find it attractive for its scale, entrenched market position in proxy and post-trade services and predictable cash flows.
Key risks include regulatory and cybersecurity exposure, technology integration and execution risk from acquisitions, dependence on capital markets activity that can affect transaction volumes, and competitive pressure from fintech entrants.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
193.92
Dividend Yield
2.30%
Revenue TTM
7180.30M
Revenue Per Share
61.34
Gross Profit TTM
2241.70M
Debt / Equity
1.30
ROE
41.79%
Net Debt
2897.50M
ROCE
17.87%
Diluted EPS TTM
9.08

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Type yearly yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Income before tax 1058.70M 877.40M 794.90M 672.20M 696.20M
Net income 839.50M 698.10M 630.60M 539.10M 547.50M
Selling general administrative 948.20M 916.80M 849.00M 832.30M 744.30M
Gross profit 2136.80M 1933.90M 1785.40M 1592.20M 1422.90M
Reconciled depreciation 327.30M 477.90M 298.80M 332.60M 221.10M
Ebit 1194.50M 1027.60M 930.40M 759.90M 678.70M
Ebitda 1692.60M 1505.50M 1229.20M 1089.50M 972.50M
Depreciation and amortization 498.10M 477.90M 298.80M 329.60M 293.80M
Non operating income net other - - -6.00M -3.00M 72.70M
Operating income 1188.60M 1017.10M 936.40M 759.90M 678.70M
Other operating expenses 5700.60M 5489.70M 5124.50M 4949.20M 4315.10M
Interest expense 135.80M 150.20M 135.50M 84.70M 55.20M
Tax provision 219.20M 179.30M 164.30M 133.10M 148.70M
Interest income 13.10M 12.10M 8.20M 3.00M 2.20M
Net interest income -122.70M -138.10M -135.50M -84.70M -55.30M
Income tax expense 219.20M 179.30M 164.30M 133.10M 148.70M
Total revenue 6889.10M 6506.80M 6060.90M 5709.10M 4993.70M
Total operating expenses 948.30M 916.80M 849.00M 832.30M 744.30M
Cost of revenue 4752.30M 4572.90M 4275.50M 4116.90M 3570.80M
Total other income expense net -129.90M -139.70M -6.00M -87.70M 17.50M
Net income from continuing ops 839.50M 698.10M 630.60M 539.10M 547.50M
Net income applicable to common shares 839.50M 698.10M 630.60M 539.10M 547.50M
Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Type yearly yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Total assets 8545.00M 8242.40M 8233.20M 8168.80M 8119.80M
Intangible assets 1277.40M 1307.20M 1467.20M 1077.10M 1425.00M
Other current assets 178.50M 139.60M 166.20M 156.80M 166.50M
Total liab 5889.80M 6074.20M 5992.60M 6249.60M 6310.60M
Total stockholder equity 2655.20M 2168.20M 2240.60M 1919.20M 1809.20M
Deferred long term liab - - 1066.50M 446.10M 906.70M
Other current liab 710.90M 957.30M 862.20M 824.60M 813.60M
Common stock 1.60M 1.60M 1.60M 1.60M 1.60M
Capital stock 1.60M 1.60M 1.60M 1.60M 1.60M
Retained earnings 3862.50M 3435.10M 3113.00M 2824.00M 2583.80M
Other liab - - 1161.60M 915.50M 1135.10M
Good will 3609.60M 3469.40M 3461.60M 3484.90M 3720.10M
Other assets -0.10M - 1216.90M -0.10M 0.20M
Cash 561.50M 304.40M 252.30M 224.70M 274.50M
Cash and equivalents 561.50M - 252.30M 224.70M 274.50M
Total current liabilities 1861.30M 1421.80M 2397.80M 1313.40M 1288.00M
Current deferred revenue 333.50M 227.40M 199.80M 198.50M 185.30M
Net debt 2897.50M 3272.50M 3160.90M 3613.70M 3613.10M
Short term debt 536.50M 38.00M 1178.50M 45.40M 40.20M
Short long term debt 499.30M - 1178.50M - -
Short long term debt total 3459.00M 3576.90M 3413.20M 3838.40M 3887.60M
Other stockholder equity -936.00M -936.80M -589.30M -680.10M -785.40M
Property plant equipment 346.20M - 145.70M 150.90M 177.20M
Total current assets 1817.10M 1540.90M 1392.50M 1328.40M 1261.30M
Long term investments 299.20M 271.10M 241.90M 221.60M 194.00M
Net tangible assets - - -2688.20M -2643.00M -3336.00M
Short term investments 0.70M 0.80M - - -
Net receivables 1077.10M 1065.60M 974.00M 946.90M 820.30M
Long term debt 2753.00M 3355.10M 2234.70M 3793.00M 3887.60M
Inventory - 30.50M 34.10M 29.30M 23.20M
Accounts payable 220.30M 314.00M 157.30M 244.90M 248.90M
Accumulated other comprehensive income -272.90M -331.70M -284.70M -226.30M 9.20M
Common stock total equity - - 1.60M 1.60M 1.60M
Retained earnings total equity - - 3113.00M 2824.00M 2583.80M
Treasury stock - - - - -2030.90M
Non currrent assets other 1195.50M 1305.40M 829.20M 1906.00M 1536.20M
Deferred long term asset charges - - 937.00M 1232.30M -
Non current assets total 6728.00M 6701.50M 6840.70M 6840.50M 6858.50M
Capital lease obligations 206.70M 221.80M 239.40M 273.20M 303.30M
Long term debt total 2753.00M - 2234.70M 3793.00M 3887.60M
Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Type yearly yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Investments -316.20M -148.00M -80.40M -110.40M -2653.70M
Change to liabilities - - 236.40M 39.50M 156.70M
Total cashflows from investing activities -316.20M -148.00M -80.40M -110.40M -2653.70M
Net borrowings -104.40M -60.00M -385.00M -95.50M 2094.30M
Total cash from financing activities -600.80M -855.50M -714.70M -370.80M 1797.80M
Change to operating activities - - -141.50M -618.50M -400.10M
Net income 839.50M 698.10M 630.60M 539.10M 547.50M
Change in cash 257.10M 52.10M 27.60M -49.80M -202.10M
Begin period cash flow 304.40M 252.30M 224.70M 274.50M 476.60M
End period cash flow 561.50M 304.40M 252.30M 224.70M 274.50M
Total cash from operating activities 1171.30M 1056.20M 823.30M 443.50M 640.10M
Depreciation 327.30M 477.90M 298.80M 332.60M 221.10M
Other cashflows from investing activities -7.80M -0.70M -42.10M -81.40M 32.60M
Dividends paid 402.30M 368.20M -331.00M -290.70M -261.70M
Change to account receivables 31.80M -37.40M 19.60M -85.40M -42.40M
Sale purchase of stock -134.90M -485.40M -24.30M -22.80M -21.50M
Other cashflows from financing activities 40.80M 58.10M -17.50M 648.00M -48.60M
Change to netincome - - -2.60M 140.70M 43.70M
Capital expenditures 114.90M 113.00M 75.20M 73.10M 100.70M
Change receivables - - 19.60M -85.40M -42.40M
Cash flows other operating - - -145.00M -272.90M -271.10M
Cash and cash equivalents changes - - 28.20M -37.70M -215.80M
Change in working capital -224.60M -31.20M -229.60M -700.40M -285.80M
Stock based compensation 73.40M 70.60M 73.10M 68.40M 58.60M
Other non cash items 160.90M -39.50M 101.20M 153.10M 46.70M
Free cash flow 1056.40M 943.20M 748.10M 370.40M 539.40M

Peer Comparison*

Sector: Technology Industry: Information Technology Services

Stock Name
Change
(USD)
Price
(USD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
Enterprise Value
to EBITDA (x)
BR
Broadridge Financial Solutions Inc
-3.52
1.82%
190.40 17.83 15.50 2.63 6.54 3.04 12.01
IBM
International Business Machines
-2.11
0.85%
245.00 22.06 18.73 3.39 6.81 4.22 16.61
ACN
Accenture plc
-
-%
260.50 16.00 14.29 1.66 3.84 1.65 9.80
INFY
Infosys Ltd ADR
-0.30
2.34%
12.50 25.55 22.78 4.20 8.01 4.10 15.87
FJTSF
Fujitsu Limited
-
-%
21.93 21.97 14.84 0.01 3.44 1.86 11.66

Profile*

Broadridge Financial Solutions Inc

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; and provides fund manager and a range of other regulatory communication solutions. The segment also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund and exchange-traded funds trade processing services; data and analytics solutions; annual SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearing and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth and investment management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.

5 Dakota Drive, Lake Success, NY, United States, 11042

516 472 5400

15000

Name Title Year Born
Mr. Timothy C. Gokey CEO & Director 1962
Mr. Christopher J. Perry Pres 1962
Mr. Edmund J. Reese Corp. VP & CFO 1974
Mr. Keir D. Gumbs Corp. VP & Chief Legal Officer 1974
Mr. Robert Schifellite Corp. Sr. VP & Pres of Investor Communication Solutions 1958
Mr. Tyler Derr Chief Technology Officer NA
Mr. W. Edings Thibault Head of Investor Relations NA
Ms. Laura Matlin Deputy Gen. Counsel & Chief Compliance Officer 1959
Gregg Rosenberg Global Head of Corp. Communications NA
Mr. Vincent G. Roux Sr. VP & Global Head of Corp. Devel. NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

Support

Hi! How can we help you today?

Loading…