Broadridge Financial Solutions Inc

BR.US
Technology · Information Technology Services
158.18
+5.40 (+3.53%)
USD · NYSE

Company Information

Company Name
Broadridge Financial Solutions Inc
Sector
Technology
Industry
Information Technology Services
Exchange
NYSE
ISIN: US11133T1034
CIK: 0001383312
CUSIP: 11133T103
Currency: USD
Full Time Employees: 15,000
Phone: 516 472 5400
Fiscal Year End: June
IPO Date: Apr 02, 2007
Description:

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.

Address:

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

People

Directors & Officers

Name Title Year Born
Mr. Timothy C. Gokey CEO, Executive Officer & Executive Director 1962
Mr. Christopher J. Perry President & Director 1962
Mr. Richard J. Daly Chair Emeritus 1953
Ms. Ashima Ghei Corporate VP, Executive Officer & Chief Finance Officer 1980
Ms. Hope M. Jarkowski Corporate VP, Executive Officer & Chief Legal Officer 1975
Ms. Roz Smith Chief Operating Officer NA
Mr. Tyler Derr Chief Technology Officer NA
Mr. W. Edings Thibault Head of Investor Relations & Corporate Communications NA
Mr. Gregg Rosenberg Global Head of Corporate Communications NA
Mr. Vincent G. Roux Global Head of Corporate Development NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 07, 2026 Rick Larsen N/A Sale N/A $159.70 N/A
Mar 23, 2026 Ro Khanna N/A Purchase N/A $170.43 N/A
Mar 06, 2026 Timothy C Gokey N/A Purchase 5.30K $194.49 $1.03M
Feb 24, 2026 Ro Khanna N/A Purchase N/A $177.82 N/A
Feb 17, 2026 Ro Khanna N/A Sale N/A $174.29 N/A
Feb 06, 2026 Robert N Duelks N/A Sale 253.00 $192.60 $48.73K
Jan 29, 2026 Ro Khanna N/A Sale N/A $195.81 N/A
Jan 23, 2026 Ro Khanna N/A Sale N/A $207.40 N/A
Jan 13, 2026 Ro Khanna N/A Purchase N/A $221.59 N/A
Dec 31, 2025 Dan Newhouse N/A Purchase N/A $223.27 N/A
Dec 03, 2025 Thomas P Carey N/A Sale 10.21K $229.26 $2.34M
Nov 18, 2025 Christopher John Perry N/A Sale 3.98K $226.00 $900.38K
Nov 10, 2025 Ro Khanna N/A Sale N/A $223.26 N/A
Nov 03, 2025 Ro Khanna N/A Purchase N/A $221.40 N/A
Aug 25, 2025 Timothy C Gokey N/A Sale 5.67K $258.37 $1.47M
Aug 15, 2025 Timothy C Gokey N/A Sale 11.00K $259.29 $2.85M
Aug 14, 2025 Timothy C Gokey N/A Sale 84.57K $259.53 $21.95M
Aug 13, 2025 Timothy C Gokey N/A Sale 39.25K $262.46 $10.30M
Aug 12, 2025 Christopher John Perry N/A Sale 7.04K $262.72 $1.85M
Jul 10, 2025 Lisa C. McClain N/A Sale N/A $238.69 N/A

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 15.05M Dec 31, 2025 13.01% $0.05 -1.59%
BlackRock Inc 11.01M Mar 31, 2026 9.52% $0.03 4.57%
Vanguard Capital Management, LLC 7.59M Mar 31, 2026 6.56% $0.03 0.00%
Vanguard Portfolio Management, LLC 6.36M Mar 31, 2026 5.50% $0.05 0.00%
State Street Corp 5.51M Mar 31, 2026 4.76% $0.03 -8.13%
AllianceBernstein L.P. 3.71M Mar 31, 2026 3.21% $0.27 1.83%
Geode Capital Management, LLC 3.47M Mar 31, 2026 3.00% $0.03 3.29%
Charles Schwab Investment Management Inc 3.38M Mar 31, 2026 2.92% $0.08 375.06%
HHG PLC 2.48M Mar 31, 2026 2.15% $0.19 -5.72%
Barclays PLC 2.10M Mar 31, 2026 1.81% $0.08 4.53%
Morgan Stanley - Brokerage Accounts 2.03M Mar 31, 2026 1.75% $0.02 -50.24%
Amvescap Plc. 2.02M Mar 31, 2026 1.75% $0.03 30.44%
Ameriprise Financial Inc 1.85M Mar 31, 2026 1.60% $0.07 4.13%
Northern Trust Corp 1.80M Mar 31, 2026 1.55% $0.04 7.21%
Van Eck Associates Corporation 1.69M Mar 31, 2026 1.46% $0.21 14.24%
The Goldman Sachs Group Inc 1.66M Mar 31, 2026 1.44% $0.03 77.05%
AQR Capital Management LLC 1.62M Mar 31, 2026 1.40% $0.12 380.40%
NORGES BANK 1.55M Dec 31, 2025 1.34% $0.04 204.59%
JPMorgan Chase & Co 1.51M Mar 31, 2026 1.31% $0.02 7.86%
Stifel Financial Corp 1.43M Mar 31, 2026 1.23% $0.21 -1.26%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 3.67M 3.17% ▼ 1.17% Jun 30, 2026
2 Vanguard 500 Index Investor 3.00M 2.60% ▼ 1.73% Jun 30, 2026
3 Schwab US Dividend Equity ETF™ 2.94M 2.54% ▲ 0.17% Jun 30, 2026
4 VanEck Morningstar Wide Moat ETF 1.70M 1.47% ▲ 0.00% Jun 30, 2026
5 VanEck Morningstar Wide Moat 1.70M 1.47% ▲ 10.38% Jun 30, 2026
6 iShares Core S&P 500 ETF 1.60M 1.38% ▲ 0.32% Jun 30, 2026
7 Fidelity 500 Index 1.49M 1.29% ▼ 0.14% May 31, 2026
8 State Street® SPDR® S&P 500® ETF 1.40M 1.21% ▼ 1.29% Jun 30, 2026
9 Vanguard Small Cap Index 1.33M 1.15% ▲ 0.00% Jun 30, 2026
10 Janus Inst Mid Cap Growth CF 1.28M 1.11% ▼ 10.67% Mar 31, 2026

Financial Highlights

Market Cap: $16.77B
EBITDA: $1.76B
P/E Ratio: $15.93
PEG Ratio: $1.02
Book Value: $24.36
Dividend/Share: $3.81
Dividend Yield: 2.56%
Earnings/Share: $9.59
Profit Margin: 15.03%
Operating Margin: 18.40%
ROA (TTM): 9.17%
ROE (TTM): 42.31%
Revenue (TTM): $7.32B
Revenue/Share (TTM): $62.69
Earnings Growth (YOY): 15.10%
Revenue Growth (YOY): 7.80%

Valuation Metrics

Enterprise Value: $20.33B
Trailing P/E: 15.93
Forward P/E: 14.22

Shares Statistics

Shares Outstanding: 115.66M
Shares Float: 115.12M
% Insiders: 47.50%
% Institutions: 9,889.20%
Short % Float: 3.97%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$6.89B
Cost of Goods Sold
adjust
$-4.75B
Gross Profit
subtotal
$2.14B
SG&A
adjust
$-948.20M
Other Operating Expense
adjust
$-100.00K
Operating Income
subtotal
$1.19B
Other / Non-Operating Items
adjust
$-349.10M
Net Income
subtotal
$839.50M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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