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Broadridge Financial Solutions, Inc.

TickerBRVenueUSSectorTechnologyPrimary listingBeta0.91
$175.1+0.57%
FinScore68

Broadridge Financial Solutions, Inc. is a United States-based company in the Technology sector with a market capitalisation of $19.8B. Its FinScore is 68/100; its highest-scoring layer is Quality (82) and its lowest is Growth (45). The shares trade at 17.6x trailing earnings and are down 21% year to date.

Market cap
$19.8B
P/E (TTM)
17.6x
Dividend yield (TTM)
2.29%
ROE
40.2%

Share price performance

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About Broadridge Financial Solutions, Inc.

www.broadridge.com

Broadridge Financial Solutions, Inc. delivers specialized technology and communication services designed for the financial sector. Its Investor Communication Solutions division is responsible for processing and disseminating proxy materials for equity securities and mutual funds, streamlining associated voting procedures. Furthermore, it circulates vital regulatory disclosures, details on class actions and corporate reorganizations, and comprehensive tax reporting services. Notable offerings include ProxyEdge, an electronic proxy delivery and voting system. The company also provides data-centric solutions and a holistic platform for content creation, management, and multi-channel delivery of regulatory, marketing, and transactional content, alongside mutual fund transaction processing and advanced data analysis tools. This segment offers tailored services for public companies and investment funds, encompassing support for SEC filings and capital market transactions, registrar functions, stock transfer, and meticulous record-keeping. It also develops integrated customer communication strategies, all powered by its Broadridge Communications Cloud platform for creating and managing client engagement. The Global Technology and Operations segment streamlines the entire transaction workflow, from initial order to final settlement, across a wide array of asset classes, such as equities, mutual funds, fixed income instruments, foreign exchange, and exchange-traded derivatives. Its services encompass areas like order capture and execution, trade confirmation, margin management, cash flow, clearance and settlement, reference data, reconciliations, securities financing, collateral management, asset servicing, regulatory compliance, portfolio accounting, and custody. This segment also provides outsourced business operations, sophisticated technological tools covering portfolio management, compliance adherence, fee billing, and overarching operational support, as well as specialized solutions for capital markets and wealth management firms. Established in 1962, the company maintains its headquarters in Lake Success, New York.

Profile
Sector
Technology
Industry
Information Technology Services
HQ
United States
Fiscal year-end
June
Trading currency
USD
Reporting currency
USD
Fundamentals updated
75 days ago
Market
Market cap
$19.8B
Shares outstanding
112.9M
P/E (TTM)
17.6x
Dividend yield (TTM)
2.29%
Beta (issuer)
0.93
Revenue (latest FY)
$7.5B

Revenue breakdown

FY 2026$7.5B
  • Recurring Fee Revenue
    65.2%$4.9B
  • Distribution Revenue
    30.1%$2.3B
  • Event-Driven Revenue
    4.7%$348.1M

FinScore

As of 2026-10-19
Overall68
Quality82
Growth45
Value62
Momentum66
Relative Strength91

Snapshot

Ownership

As of 2026-06-30
Institutional
95.5%
Insider
0.2%
Free float
99.6%
Top-5 institutional holders
29.1%
Shares outstanding
112.9M
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