Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions, Inc.

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Market Cap$16.76B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Broadridge Financial Solutions, Inc.Broadridge Financial Solutions, Inc.15.32.69%39%2.31.1

Earnings Call Q2 2026

February 3, 2026 - AI Summary

Strong Q2 Performance: Broadridge Financial Solutions delivered strong second quarter results, with recurring revenue growth of 8% (constant currency) and adjusted EPS of $1.59, highlighting ongoing operational strength and market demand. Year-to-date free cash flow reached $319 million, significantly up from $56 million year-over-year.
Revised Outlook for FY 2026: The company reaffirmed guidance for recurring revenue growth at the higher end of the 5% to 7% range and raised the adjusted EPS growth forecast to 9% to 12%, indicating confidence in future performance and a continuation of strong fundamentals for fiscal 2026.
Opportunities in Tokenization: Broadridge is positioning itself to capitalize on the emerging market for tokenized equities, which is expected to democratize investing and drive demand in U.S. equity markets. The company anticipates ongoing growth in position growth and revenue through effective management of governance complexities associated with tokenized securities.

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$182.67

Target Price by Analysts

26.1% upsideBroadridge Financial Solutions Target Price DetailsTarget Price
$218.76

Current Fair Value

51% upside

Undervalued by 51% based on the discounted cash flow analysis.

Share Statistics

Market cap$16.76 Billion
Enterprise Value$19.68 Billion
Dividend Yield$3.81 (2.69%)
Earnings per Share$7.17
Beta0.89
Outstanding Shares116,300,000

Return

Return on Equity39.04%ROE
Return on Assets12.54%
Return on Invested Capital21.73%

Valuation & Multiples

P/E Ratio15.31P/E Ratio
PEG112.1PEG
Price to Sales2.34Price to Sales
Price to Book Ratio6.04Price to Book Ratio
Enterprise Value to Revenue2.69
Enterprise Value to EBIT13.18
Enterprise Value to Net Income17
Total Debt to Enterprise0.16
Debt to Equity1.14Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$2.63
Average shareholder expectation
Revenue Estimate
$1.91 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$3.76
Average shareholder expectation
Revenue Estimate
$2.17 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.8961 53.23%
Total Calls113,000 133.92%
Total Puts101,260 46.75%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %93.70% 2.39%
Total Invested$18.00B 24.28%
Investors Holding1,062 75.00%

ESG Score

No data

About Broadridge Financial Solutions, Inc.

Relevant Senate Committees

Joint Committee on Taxation

This non-partisan committee directly influences the development and analysis of tax legislation by providing crucial revenue estimates. Its technical expertise directly shapes corporate tax structures and fiscal policy, which has a significant direct impact on Broadridge and its clients.

Finance

As the most powerful economic committee, it controls taxation and trade. Its tax policy decisions directly impact corporate valuations, profitability, and capital investment strategies for Broadridge and its entire client base within the financial services industry.

Banking, Housing, and Urban Affairs

This committee is the primary regulator of the financial system, including the Fed and SEC. Broadridge's core business involves providing critical technology and data solutions for banks, broker-dealers, asset managers, and corporate issuers, making its regulatory decisions directly impactful on Broadridge's services (e.g., proxy voting, trade processing, regulatory reporting).

Select Committee on Intelligence

Members receive classified briefings on global threats, including cybersecurity. Given Broadridge's role as a critical infrastructure provider for financial markets, potential informational asymmetry regarding significant cyber threats could directly impact its operational security, client confidence, and the financial stability it supports.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, data privacy, and 'Big Tech' through agencies like the FTC and FCC. Its actions on privacy laws, data handling regulations, and telecommunications infrastructure directly impact a data processing and hosting company like Broadridge.

Foreign Relations

As Broadridge operates globally and serves international financial institutions, this committee's influence on U.S. foreign policy, sanctions legislation, and international banking access directly affects the regulatory landscape, market stability, and operational scope for Broadridge and its clients.

Homeland Security and Governmental Affairs

This committee regulates government procurement and efficiency, which could impact federal contracting for tech solutions. Crucially, its regulation of emerging risks like Artificial Intelligence in financial markets directly impacts Broadridge's technology-driven services and its clients' operational environment.