Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$184.22
Open:$180.42
Day's Low:$179.32
Day's High:$186.35
Bid / Ask:-
Market Cap:20.75B
Enterprise Value:24.12B
52-Week Range
52-Week Low:$133.83
52-Week High:$233.10
Current position in 52-week range
52w Low-52w High
50-Day Avg:$171.67
200-Day Avg:$165.75
Volume
Volume Today:1,793,156
Avg Volume (3m):1,058,475
Avg Volume (10d):821,990
52-Week Change:-17.34%
vs S&P 500, 52 weeks:-
Beta:0.90
Valuation Multiples
P/E (trailing):20.35
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Nov 3, 2026. The P/E is the price divided by that EPS.
P/E (forward):15.91
PEG Ratio:2.00
Price / Book:7.37
Price / Sales (TTM):2.77
EV / Revenue:3.23
EV / EBITDA:13.33
Dividends
Current yield:2.37%
Annual Dividend Rate:$4.36
Dividend Trailing:$3.90
Yield Trailing:2.12%
5-Year Avg Yield:1.68%
Payout Ratio:40.63%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
Loading historical OHLCV database...
Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):7.48B
Gross Profit:2.38B
EBITDA:1.81B
Net Income (TTM):1.12B
Rev Growth (YoY):+7.50%
Earnings Growth (YoY):+8.40%
Quarterly earnings growth (YoY):+6.40%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$9.03
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Nov 3, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$11.55
Revenue Per Share:$64.29
Cash Per Share:-
Book Value:$24.92
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:403.80M
Total Debt:3.52B
Net Debt (Debt - Cash):3.12B
Debt / Equity:123.94%
Current Ratio:1.24
Quick Ratio:1.08
Cash Flows
Operating Cash Flow:1.35B
Free Cash Flow (FCF):1.19B
FCF Yield (FCF / Market Cap):-
Enterprise Value:24.12B
EV / Revenue:3.23
EV / EBITDA:13.33
Profitability
ROE (Return on Equity):40.92%
ROA (Return on Assets):9.30%
P/E (trailing):20.35
P/E (forward):15.91
Price / Book:7.37
PEG Ratio:2.00
52-Week Change:-17.34%
S&P 500 change, 52 weeks:+11.37%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$9.03
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Nov 3, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$11.55
P/E (forward):15.91
PEG Ratio:2.00
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$64.29
Cash Per Share:-
Book Value:$24.92
Cash Flows (TTM)
Free Cash Flow:1.19B
Operating Cash Flow:1.35B
EBITDA:1.81B
Total Revenue (TTM):7.48B
Net Income (TTM):1.12B
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:112,900,032
Float (free shares):113,469,932
Short interest (shares):3,029,870
Short % of float:-
Short Ratio (days to cover):3.33
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
Broadridge Financial Solutions, Inc. (BR) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
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; provides fund manager; and various other regulatory communication solutions. The segment also offers ProxyEdge, an institutional voting platform that allows institutional investors to view, manage, and vote multi-custodial holdings, as well as third party vote recommendations; data-driven analytics solutions; international corporate governance solutions; fiduciary-focused learning and development, software and technology, and data and analytics services, as well as automated mutual fund and exchange-traded funds trade processing; content management and omni-channel distribution platform; corporate solutions that revolve around shareholder meetings and proxy, corporate governance, regulatory filings and disclosure, and stock transfer services; corporate issuer solutions; and customer communications solutions. 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.
Executive Officer, President of GTO and Global Head of Product & Technology
54
2.00M
Mr. Douglas R. DeSchutter
President of Investor Communication Solutions & Executive Officer
55
1.60M
Mr. Richard J. Daly
Chair Emeritus
72
-
Ms. Roz Smith
Chief Operating Officer
-
-
Mr. Tyler Derr
Chief Technology Officer
-
-
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Broadridge Financial Solutions, Inc. (BR): Quantitative Analysis
Broadridge Financial Solutions, Inc. (BR) — Technology — Information Technology Services. BR is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, BR has returned −16.3% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.
BR ranks 424 of 461 on today's multifactor score, and 82 of the 83 Technology companies that score. Its strongest factor is growth (Z -0.06, ranked 190 of 489); its weakest is momentum (Z -1.29, ranked 467 of 494). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
Frequently asked questions about Broadridge Financial Solutions (BR)
When does Broadridge Financial Solutions report earnings?
Broadridge Financial Solutions has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 10 before the open (and 2 with no time on the filing) (SEC filings through Nov 3, 2026). BR earnings dates and times, quarter by quarter →
What is Broadridge Financial Solutions's P/E ratio?
Broadridge Financial Solutions's P/E (price over earnings per share for the last twelve months) is 20.3 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Sep 30, 2026. The median of the 81 Technology companies with a P/E is 30.4, and the S&P 500's, 23.5: Broadridge Financial Solutions is below its sector median. Technology stocks, company by company →
Where does Broadridge Financial Solutions rank on Quant500?
In the Nov 3, 2026 multi-factor ranking, Broadridge Financial Solutions ranks 424 of 461, and 82 of the 83 Technology companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking →How it is calculated →
Have Broadridge Financial Solutions insiders bought or sold shares?
The latest open-market purchase of Broadridge Financial Solutions shares filed with the SEC (Form 4) was on Mar 6, 2026, by a director who is also an officer, for $1.0M. The latest sale was on Oct 1, 2026, by an officer, for $400k. In total, from August 2025 through Nov 3, 2026: 1 purchase and 6 sales by directors, officers and large shareholders. All BR insider trades →
Does Broadridge Financial Solutions pay a dividend?
Yes. Its dividend yield is 2.37% at the Nov 3, 2026 close (annual dividend of $4.36 per share). The latest recorded ex-dividend date is Sep 3, 2026.
What sector is Broadridge Financial Solutions in, and which index?
Broadridge Financial Solutions is classified in the Technology sector (industry: Information Technology Services), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 85 S&P 500 companies in that sector. Technology stocks →
What is behind these numbers
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Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
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