— Know what they know.
/
Not Investment Advice

BR

NYSE · USD
Broadridge Financial Solutions, Inc.
Technology · Information Technology Services
CEO Timothy C. Gokey Employees 16,000 R&D / revenue 0.0%
Last price
$175.11+0.57%last session
Market cap
$19.8B
P/E (TTM)
18.1x
From 52w high
−25.8%
From 52w low
+30.8%
1-year return
−22.3%
RSI 14 · vs SMA200
66.8 · +4.3%
IS score
74.3/ 100
Factor model across 8 sub-scores, ranked against 3,010 US stocks. Describes the business, not the outlook.
Download full factsheet (PDF)

One year, rebased to 100

BR   SPY   XLK (sector ETF) · weekly closes
6080100120140Jan 26Apr 26Jul 26Oct 26XLK 129SPY 116BR 78

Score DNA

Each bar is a 0-100 score within the scored universe
73
Profitability
67
Growth
65
Value
89
Momentum
90
Risk (safety)
82
Quality
53
Balance sheet
78
Earnings quality

Flags

Strengths
✓ Piotroski 8+✓ FCF yield 5%+✓ Congress buying
Warnings
None of the computed warning flags fires for BR (Altman, Beneish, accruals, FCF, dilution).
Observations
Moat model: Narrow, Cost AdvantagePiotroski 9 / 9Altman Z 3.7Beta 0.913 of 4 smart-money sources active

Smart-money strip

Each disclosure source on its own window. Filings coinciding is not coordination.
INSForm 4 · 180 days
Insider open-market buys
0
2 open-market sales, $704,280
Form 144 notices (12m): 5, $3.7M proposed, not confirmed sales
CONGSTOCK Act · 180 days
Congressional purchases
4
Last disclosed purchase 2026-06-16
Members disclose in ranges, 30-45 days after the trade
13F13F · quarter to 2026-06-30
Net change in institutional holders
−40
115 new holders, 143 closed
1,019 filers hold 96.8% · 369 added, 409 trimmed
ETFETF holdings · 30 days
Net funds accumulating
+188
1,103 funds adding shares
915 funds trimming · counts of funds, not dollars
DARKFINRA · daily
Short-sale share of off-exchange volume
60.5%
20-day avg 50.5%, 50-day avg 45.3%
Latest 10.0 pp over its 20-day average · a flow, not short interest

Key financials · FY2026

USD, fiscal year. Stock-based compensation is non-cash; shown against FCF.
Income statement
Revenue$7.5B
Revenue growth YoY+8.5%
Gross margin31.8%
Operating income$1.3B
Operating margin17.4%
Net income$1.1B
Net margin15.0%
EPS (diluted)$9.60
Cash flow
Operating cash flow$1.3B
Capital expenditure$67.2M
Free cash flow$1.3B
FCF conversion (FCF / OCF)95.0%
Stock-based compensation$93.9M
FCF less SBC$1.2B
Buybacks$603.7M
Dividends$443.5M
Balance sheet & returns
Cash & short-term investments$402.9M
Total debt$3.3B
Net debt$2.9B
Shareholders' equity$2.8B
Goodwill & intangibles$5.8B
Debt / equity1.24
ROE (TTM)40.3%
ROIC (TTM)13.4%
Operating margin by fiscal year
13.3%FY202215.4%FY202315.6%FY202417.3%FY202517.4%FY2026
Revenue $5.7B (FY2022) to $7.5B (FY2026), a 7.0% CAGR.

Valuation

P/E (TTM)18.1x
EV / EBITDA11.5x
Price / sales2.64x
Price / FCF15.1x
FCF yield6.64%
Buyback yield3.05%
SBC / revenue1.2%
Price / book7.09x
Forward P/E FY202716.6x
Forward P/E FY202815.1x
Forward multiples divide today's price by Street EPS estimates. Street mean target $201.75 across 4 analysts last quarter is theirs, not ours.

BR vs industry median

261 companies in Information Technology Services
Gross margin 31.8% 27.8% Operating margin 17.4% 1.7% Net margin 15.0% -1.0% ROIC 13.4% 7.2%
BR (TTM)Industry median Asset turnover 0.84 vs industry 0.83 · financial leverage 3.15

Earnings delivery

Next report 2026-11-03 · consensus EPS $1.37
92%
beat rate, 11 of 12 quarters
+3.8%
median EPS surprise
9
longest beat streak
+16+5-0+0+3+18+1+1+21+19+5+2
EPS surprise in % vs the consensus at the time, oldest (left) to newest, 2023-11-02 to 2026-08-04. Bars cap at ±60%.

Peers

Market-cap band, not the industry cohort above
CompanyMkt capP/EROENet marginRev growth12m return
BR Broadridge Financial Solutio $19.8B18.1x40.3%15.0%+8.5% −22.3%
CDW CDW Corporation $18.8B18.0x44.0%4.2%+7.4% +0.0%
FIS Fidelity National Informatio $18.6B5.5x22.3%6.8%+20.4% −45.0%
LDOS Leidos Holdings, Inc. $15.7B11.5x27.9%7.8%+3.4% −32.1%
CACI CACI International Inc $13.6B25.3x12.8%5.8%+10.9% +18.5%
CTSH Cognizant Technology Solutio $29.7B14.2x14.9%11.6%+5.6% —
IT Gartner, Inc. $13.0B18.4x113.6%16.4%+0.7% —
FI Fiserv, Inc. $34.3B12.2x10.7%11.8%−11.7% —
12-month window: SPY +15.9%, sector ETF XLK +29.0%. Past returns describe history only.

Recent 8-K filings

2026-08-04Earnings Release; Other Events
2026-06-10Officer/Director Change; Exhibits
2026-05-21Other Events; Exhibits
2026-05-15Material Agreement; Financial Obligation; Other Events; Exhibits
2026-05-06Regulation FD; Exhibits
2026-05-06Material Agreement; Other Events; Exhibits

Context

Shares outstanding112,900,034
Free float99.6%
Institutional ownership96.8%
Beta0.91
Dividend yield2.29%
Last dividend$1.09 on 2026-09-03
50 / 200-day average$169.83 / $168.30
Large-cap Technology median P/E34.8x

Full factsheet

The PDF carries everything on this page plus the cash-allocation waterfall, Form 144 notices, 13F holder detail, dark-pool and short-flow history, seasonality and the moat assessment (Narrow).

Read it in the browser Download (PDF)

All fundamentals · 140 measures in 13 categories

Percentile = where BR sits among 38 scored companies in Information Technology Services (0 = lowest value, 100 = highest). It is a position, not a grade.
ValuationProfitability (TTM)Returns on capitalGrowthMargin history & stabilityLiquidity (latest quarter)Leverage & solvency (latest quarter)EfficiencyCash flow & earnings qualityDividends & buybacksScores & forensic checksPer shareSize (TTM)

Valuation

MeasureBRIndustry medianIndustry percentileSector median
P/E (TTM) 17.6x 15.1x
71st		 32.0x
PEG (P/E ÷ 3-yr EPS CAGR) 0.78 1.40
38th		 1.36
Price / sales 2.6x 1.2x
78th		 3.9x
Price / book 7.0x 2.2x
94th		 4.4x
Price / tangible book —
Price / free cash flow 15.1x 11.0x
73rd		 20.3x
Price / operating cash flow 14.3x 9.6x
85th		 17.9x
Enterprise value $22.9B $6.0B
81st		 $5.5B
EV / sales 3.1x 1.5x
78th		 4.1x
EV / EBITDA 11.5x 9.3x
62nd		 18.9x
EV / EBIT 14.7x 12.3x
62nd		 26.7x
EV / free cash flow 17.4x 13.2x
77th		 21.9x
Earnings yield 5.7% 5.7%
46th		 2.0%
FCF yield 6.6% 8.3%
41st		 3.3%
Operating cash flow yield 7.0% 10.1%
24th		 4.4%
Graham number (per share) $73.33 $55.70
67th		 $28.08

Profitability (TTM)

MeasureBRIndustry medianIndustry percentileSector median
Gross margin 31.8% 31.9%
49th		 55.7%
EBITDA margin 26.6% 12.6%
86th		 13.7%
Operating margin 17.4% 8.4%
92nd		 8.2%
EBIT margin 20.8% 8.1%
92nd		 8.6%
Net margin 15.0% 4.9%
86th		 5.7%
NOPAT margin 13.6% 6.3%
86th		 7.0%
FCF margin 17.6% 10.1%
76th		 15.0%
Operating cash flow margin 18.4% 13.4%
72nd		 18.4%
R&D / revenue 0.0% 0.0%
0th		 12.9%
SG&A / revenue 14.4% 17.6%
27th		 25.6%
Stock comp / revenue 1.2% 1.1%
53rd		 4.4%
Effective tax rate 22.2% 22.9%
47th		 21.0%

Returns on capital

MeasureBRIndustry medianIndustry percentileSector median
ROE (on average equity) 40.9% 14.0%
92nd		 9.4%
ROA 12.9% 4.3%
84th		 4.1%
ROIC 17.0% 7.9%
78th		 9.0%
ROCE 20.6% 11.3%
78th		 8.6%
Return on tangible assets 17.7% 7.9%
86th		 5.9%
Cash ROIC (OCF / invested capital) 23.2% 16.3%
72nd		 20.7%
Gross profitability (GP / assets) 26.6% 24.4%
54th		 30.0%
ROIC, 3-yr average 12.5% 9.4%
71st		 7.4%
ROIC, 5-yr average 12.7% 9.0%
65th		 7.9%
ROE, 5-yr average 31.9% 12.9%
94th		 6.9%
Incremental ROIC 147.7% 11.4%
89th		 15.3%

Growth

MeasureBRIndustry medianIndustry percentileSector median
Revenue growth (TTM YoY) 8.5% 7.0%
57th		 14.3%
Revenue growth (QoQ) 13.6% 3.6%
86th		 6.6%
Revenue CAGR, 3 yr 7.2% 6.8%
56th		 9.6%
Revenue CAGR, 5 yr 8.4% 8.0%
60th		 11.5%
Gross profit CAGR, 3 yr 10.0% 6.7%
73rd		 10.9%
Operating income CAGR, 3 yr 11.6% 6.0%
80th		 11.3%
Net income growth (TTM YoY) 33.9% 7.2%
79th		 21.6%
Net income CAGR, 3 yr 21.3% 6.9%
82nd		 9.9%
EPS growth (TTM YoY) 37.1% 10.5%
79th		 22.3%
EPS CAGR, 3 yr 22.5% 8.9%
77th		 11.2%
EPS CAGR, 5 yr 16.0% 12.7%
68th		 12.0%
FCF growth (TTM YoY) 18.6% 13.7%
69th		 24.6%
FCF CAGR, 3 yr 20.6% 8.9%
74th		 19.3%
Operating cash flow CAGR, 3 yr 18.8% 7.3%
73rd		 17.9%
Book value CAGR, 3 yr 9.3% 6.9%
66th		 6.8%
Dividend CAGR, 3 yr 4.3% 3.5%
64th		 3.1%
Sustainable growth rate 24.8% 14.3%
75th		 14.2%

Margin history & stability

MeasureBRIndustry medianIndustry percentileSector median
Gross margin, 3-yr average 30.8% 30.8%
50th		 53.2%
Operating margin, 3-yr average 16.8% 9.1%
82nd		 6.6%
Net margin, 3-yr average 12.7% 6.3%
85th		 5.2%
FCF margin, 3-yr average 16.0% 9.7%
76th		 12.7%
Revenue stability (0-1) 1.00 0.88
94th		 0.87
Earnings stability (0-1) 0.85 0.45
82nd		 0.45
Margin stability (0-1) 0.96 0.93
68th		 0.95

Liquidity (latest quarter)

MeasureBRIndustry medianIndustry percentileSector median
Cash & short-term investments $402.9M $330.1M
57th		 $494.1M
Net cash (− = net debt) −$3.1B −$1.0B
27th		 $49.8M
Working capital $333.3M $343.4M
49th		 $391.0M
Current ratio 1.24 1.45
35th		 1.92
Quick ratio 1.21 1.43
35th		 1.67
Cash ratio (cash + ST investments / current liabilities) 0.28 0.35
43rd		 0.95
Defensive interval (days) 521 days 591 days
41st		 521 days

Leverage & solvency (latest quarter)

MeasureBRIndustry medianIndustry percentileSector median
Total debt $3.5B $1.7B
62nd		 $349.3M
Debt / equity 1.24 0.94
67th		 0.29
Net debt / equity 1.10 0.73
67th		 −0.13
Debt / assets 39.3% 29.9%
62nd		 16.9%
Debt / capital 55.3% 48.4%
67th		 22.3%
Debt / EBITDA 1.77 2.65
38th		 1.78
Net debt / EBITDA 1.57 1.54
53rd		 −0.18
Interest coverage (EBIT / interest) 13.9x 5.7x
77th		 5.8x
Cash interest coverage 12.3x 7.2x
71st		 12.8x
Debt payback (years of OCF) 2.6 yrs 3.0 yrs
42nd		 1.6 yrs
Liabilities / assets 68.2% 62.0%
65th		 48.7%
IS credit model rating A+ — —
Implied credit spread (bps) 125 275
22nd		 175

Efficiency

MeasureBRIndustry medianIndustry percentileSector median
Asset turnover 0.85 0.86
49th		 0.62
Fixed asset turnover 18.56 11.89
78th		 9.25
Inventory turnover 290.6 19.0
100th		 3.8
Receivables turnover 6.8 5.4
68th		 6.2
Days sales outstanding 54 days 66 days
33rd		 59 days
Days inventory outstanding 1 days 19 days
0th		 94 days
Days payables outstanding 13 days 22 days
30th		 46 days
Cash conversion cycle (days) 42 days 41 days
51st		 50 days
Capex / revenue 0.9% 1.7%
19th		 2.3%
Capex / depreciation 0.15 0.49
8th		 0.56
Operating expense ratio 13.8% 22.7%
22nd		 44.3%

Cash flow & earnings quality

MeasureBRIndustry medianIndustry percentileSector median
Operating cash flow / net income 1.23 1.61
18th		 1.61
FCF / net income 1.17 1.30
39th		 1.33
FCF / operating cash flow 95.1% 88.2%
97th		 88.0%
Capex / operating cash flow 4.9% 11.8%
3rd		 12.0%
Accruals ratio -2.9% -5.0%
76th		 -6.3%
Sloan accruals ratio -0.7% -4.2%
73rd		 -1.8%
Earnings quality score (0-1) 1.00 1.00
50th		 0.75

Dividends & buybacks

MeasureBRIndustry medianIndustry percentileSector median
Dividend yield 2.3% 0.0%
81st		 0.0%
Dividend per share (TTM) $4.01 $0.00
89th		 $0.00
Payout ratio (dividends / net income) 39.4% 9.3%
85th		 0.0%
Dividends / FCF 33.8% 0.0%
83rd		 0.0%
Dividend growth (YoY) 12.8% 8.0%
81st		 4.1%
Buyback yield 3.1% 4.0%
46th		 1.2%
Shareholder yield (dividends + buybacks) 5.3% 5.9%
46th		 1.7%
Share count change (YoY) -2.3% -2.3%
51st		 0.1%
Buybacks, last 5 years $1.8B $695.1M
73rd		 $215.3M

Scores & forensic checks

MeasureBRIndustry medianIndustry percentileSector median
IS score 74 50
95th		 56
IS profitability 73 38
89th		 40
IS growth 67 52
83rd		 65
IS value 65 62
51st		 39
IS momentum 89 71
86th		 78
IS risk (safety) 90 65
70th		 100
IS quality 82 62
89th		 67
IS balance sheet 53 49
59th		 72
IS earnings quality 78 66
97th		 61
IS cash flow 69 62
70th		 66
Piotroski F-score (0-9) 9 6
97th		 6
Altman Z-score 3.7 2.6
70th		 4.0
Beneish M-score −2.57 −2.63
57th		 −2.58
Ohlson O-score −7.31 −7.37
51st		 −8.00
IS credit score 77 58
78th		 69

Per share

MeasureBRIndustry medianIndustry percentileSector median
EPS, diluted (TTM) $9.73 $1.74
84th		 $0.84
Book value per share $24.57 $16.83
62nd		 $9.77
Tangible book per share −$25.79 $1.11
22nd		 $3.22
Revenue per share $64.68 $41.09
62nd		 $13.00
FCF per share $11.35 $4.29
78th		 $1.78
Operating cash flow per share $11.93 $4.97
76th		 $2.40
Cash per share $3.49 $2.99
57th		 $4.50

Size (TTM)

MeasureBRIndustry medianIndustry percentileSector median
Market cap $19.8B $4.7B
86th		 $4.7B
Revenue $7.5B $5.4B
62nd		 $1.2B
EBITDA $2.0B $585.4M
78th		 $185.8M
Net income $1.1B $230.2M
81st		 $84.9M
Free cash flow $1.3B $370.7M
81st		 $170.6M
Total assets $8.9B $6.7B
57th		 $2.4B
Shareholders' equity $2.8B $1.8B
68th		 $1.1B
Employees 16,000 21,600
41st		 3,000

Insider transactions, last 6 months

Form 4 · most recent 12
DateInsiderTypeSharesPriceValueOwned after
2026-10-05Murray Eileen K
Director
 Award / grant 20——6,167
2026-10-05Murray Eileen K
Director
 Award / grant 18——6,185
2026-10-05Mosconi Patricia Ann
Director
 Award / grant 2——823
2026-10-05Mosconi Patricia Ann
Director
 Award / grant 1——824
2026-10-05Zavery Amit
Director
 Award / grant 34——9,225
2026-10-05Zavery Amit
Director
 Award / grant 27——9,252
2026-10-05Nazareth Annette L.
Director
 Award / grant 22——9,816
2026-10-05Nazareth Annette L.
Director
 Award / grant 18——9,834
2026-10-05Markus Maura A.
Director
 Award / grant 100——33,087
2026-10-05Markus Maura A.
Director
 Award / grant 37——33,124
2026-10-05Flowers Melvin L
Director
 Award / grant 18——2,712
2026-10-05Duelks Robert N
Director
 Award / grant 146——21,231

Shares acquired vs disposed, by month

acquired disposed · all Form 4 types
MarAprJunJulAugSepOct

By transaction type, 6 months

TypeDirectionFilingsSharesValue
Award / grantAcquired4055,587—
Open-market saleDisposed24,467$704,280
Option exerciseDisposed22,915—
Option exerciseAcquired22,915—
Tax withholdingDisposed724,974$4.0M
—Disposed20—
Awards, option exercises and tax withholding are compensation mechanics; open-market buys and sales are the discretionary ones.

Form 144 notices

12 months: 5 notices · 16,903 shares · $3.7M
FiledFilerShares proposedEst. proceeds
2026-06-04Hope Jarkowski1,966$304,720
2026-02-25Bomar Ii Llc486$86,039
2026-02-06Robert N. Duelks 2007 Revocable Trust253$48,728
2025-12-03Thomas Patrick Carey10,214$2.3M
A Form 144 is notice of a proposed sale, not a confirmed one.

Congress trades

12 months: House 18 trades (11 purchases) · Senate 1 (1 purchases)
TradedMemberChamberTypeAmountDisclosed
2026-06-16Gilbert CisnerosHousePurchase$1,001 - $15,0002026-07-03
2026-06-16Gilbert CisnerosHousePurchase$1,001 - $15,0002026-07-03
2026-06-15Gilbert Ray CisnerosHousePurchase$1,001 - $15,0002026-07-03
2026-05-15Gilbert CisnerosHouseSale$1,001 - $15,0002026-06-09
2026-03-27Alan ArmstrongSenatePurchase$1,001 - $15,0002026-07-20
STOCK Act disclosures, in ranges, filed up to 45 days after the trade.

Largest 13F holders

Quarter to 2026-06-30, the latest most managers have filed
ManagerSharesValue% of shares out
BlackRock, Inc.10,762,454$1.5B9.53%
VANGUARD CAPITAL MANAGEMENT LLC7,554,630$1.0B6.69%
VANGUARD PORTFOLIO MANAGEMENT LLC6,099,941$835.4M5.40%
STATE STREET CORP5,713,387$787.8M5.06%
Sixth Street Partners Management Company, L.P.3,699,703$506.7M3.28%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,699,703$506.7M3.28%
GEODE CAPITAL MANAGEMENT, LLC3,309,239$451.5M2.93%
Invesco Ltd.2,031,771$278.3M1.80%
Jupiter Topco LLC1,912,032$261.9M1.69%
VAN ECK ASSOCIATES CORP1,875,684$256.9M1.66%
BARCLAYS PLC1,823,639$249.7M1.62%
NORGES BANK1,773,005$242.8M1.57%
GOLDMAN SACHS GROUP INC1,609,757$220.5M1.43%
TWO SIGMA INVESTMENTS, LP1,495,045$204.7M1.32%
MANUFACTURERS LIFE INSURANCE COMPANY, THE1,445,207$197.9M1.28%

Institutional ownership by quarter

2023-092026-0696.8%
% of shares held by 13F filers
2023-092026-061,019
Number of 13F filers holding

Holder changes by quarter

QuarterHoldersOwnershipNewIncreasedReducedClosed
2026-06-301,01996.8%115369409143
2026-03-311,05994.5%136440315186
2025-12-311,13091.7%13836243386
2025-09-301,10090.8%10637339384
2025-06-301,09790.9%8446935979
2025-03-311,10990.5%13338840554
2024-12-311,04789.7%13239033575
2024-09-301,00789.8%13835535045
2024-06-3092391.1%7937331975
2024-03-3193390.6%9336632165
2023-12-3191491.8%13128735050
2023-09-3084589.8%8828731937

Schedule 13D / 13G filers

FiledFormFiler% of classShares
2026-05-12SCHEDULE 13GSTATE STREET CORPORATION4.7%5,511,408
2026-04-29SCHEDULE 13GVanguard Portfolio Management5.5%6,392,831
2026-04-29SCHEDULE 13GVanguard Capital Management7.5%8,782,308
2026-02-09SCHEDULE 13GSTATE STREET CORPORATION5.1%5,995,200
Required above 5% of a class; 13G is the passive form.

ETFs with the largest holding

ETFWeight in fundHolding value
VITSX0.03%$582.4M
VTSAX0.03%$582.4M
VTI0.03%$582.4M
VSMPX0.03%$582.4M
SCHD0.48%$541.1M
VFINX0.03%$482.5M

Share structure

Shares outstanding112,900,034
Float112,477,867
Free float99.6%

Income statement

Fiscal years, USD
FY2022FY2023FY2024FY2025FY2026
Revenue$5.7B$6.1B$6.5B$6.9B$7.5B
Cost of revenue$4.1B$4.3B$4.6B$4.8B$5.1B
Gross profit$1.6B$1.8B$1.9B$2.1B$2.4B
R&D$0$0$0$0$0
SG&A$832.3M$849.0M$916.8M$948.2M$1.1B
Operating income$759.9M$936.4M$1.0B$1.2B$1.3B
EBITDA$1.2B$1.4B$1.5B$1.7B$1.6B
Pretax income$672.2M$794.9M$877.4M$1.1B$1.4B
Income tax$133.1M$164.3M$179.3M$219.2M$321.5M
Net income$539.1M$630.6M$698.1M$839.5M$1.1B
EPS, diluted$4.55$5.30$5.86$7.10$9.60
Diluted shares118.5M119.0M119.1M118.3M117.1M

Balance sheet

FY2022FY2023FY2024FY2025FY2026
Cash & short-term investments$224.7M$252.3M$305.2M$561.5M$402.9M
Receivables$946.9M$974.0M$1.1B$1.1B$1.1B
Inventory$0$34.1M$30.5M$0$35.1M
Total current assets$1.3B$1.4B$1.5B$1.8B$1.7B
PP&E, net$373.7M$145.7M$348.4M$346.3M$402.9M
Goodwill & intangibles$4.6B$4.9B$4.8B$4.9B$5.8B
Total assets$8.2B$8.2B$8.2B$8.5B$8.9B
Accounts payable$244.9M$157.3M$314.0M$220.3M$149.7M
Total current liabilities$1.3B$2.4B$1.4B$1.9B$1.4B
Long-term debt$3.8B$2.2B$3.4B$2.8B$3.3B
Total liabilities$6.2B$6.0B$6.1B$5.9B$6.1B
Shareholders' equity$1.9B$2.2B$2.2B$2.7B$2.8B

Cash flow statement

Outflows are negative
FY2022FY2023FY2024FY2025FY2026
Net income$539.1M$630.6M$698.1M$839.5M$1.1B
Depreciation & amortization$332.6M$298.8M$477.9M$327.3M$341.3M
Stock-based compensation$68.4M$73.1M$70.6M$73.4M$93.9M
Change in working capital−$700.4M−$229.6M−$31.2M−$224.6M−$218.6M
Operating cash flow$443.5M$823.3M$1.1B$1.2B$1.3B
Capital expenditure−$73.1M−$75.2M−$113.0M−$114.9M−$67.2M
Free cash flow$370.4M$748.1M$943.2M$1.1B$1.3B
Investing cash flow−$110.4M−$80.4M−$148.0M−$316.2M−$452.0M
Net debt issued / repaid−$95.5M−$385.0M−$60.0M−$104.4M$1.4M
Buybacks−$22.8M−$24.3M−$485.4M−$134.9M−$603.7M
Dividends paid−$290.7M−$331.0M−$368.2M−$402.3M−$443.5M

Ratio history

Margins on the fiscal-year (TTM at Q4) basis; multiples at each year end
FY2022FY2023FY2024FY2025FY2026
Gross margin27.9%29.5%29.7%31.0%31.8%
Operating margin13.3%15.4%15.6%17.3%17.4%
Net margin9.4%10.4%10.7%12.2%15.0%
FCF margin6.5%12.3%14.5%16.1%17.6%
ROE28.9%30.3%31.7%34.8%40.9%
ROIC10.6%13.2%14.9%17.0%17.0%
ROA6.6%7.7%8.5%10.0%12.9%
Debt / equity2.121.631.651.301.24
Interest coverage8.7x6.5x6.8x8.8x13.9x
Current ratio1.010.581.080.981.24
Revenue growth+14.3%+6.2%+7.4%+5.9%+8.5%
EPS growth−1.9%+16.4%+11.1%+20.7%+37.1%
P/E at year end29.5x30.1x32.7x34.0x14.1x
EV / EBITDA at year end16.1x16.5x17.4x20.0x9.5x
FCF yield at year end2.33%3.95%4.13%3.88%8.29%
Dividend payout53.9%52.5%52.7%47.9%39.4%

Revenue by segment

FY2022FY2023FY2024FY2025FY2026
Recurring Fee Revenue$3.7B$4.0B$4.2B$4.5B$4.9B
Distribution Revenue$1.7B$1.9B$2.0B$2.1B$2.3B
Event-Driven Revenue$269.6M$211.0M$285.2M$319.3M$348.1M
Foreign Currency Exchange Revenue—————

Revenue by region · FY2026

UNITED STATES$6.4B · 86%
CANADA$544.4M · 7%
UNITED KINGDOM$493.6M · 7%

Street estimates by fiscal year

Next report 2026-11-03 · consensus EPS $1.37 · these are analysts' numbers, not ours
Fiscal yearRevenue (mean)Revenue rangeEPS (mean)EPS rangeAnalystsP/E on mean EPS
2026$7.4B$7.4B – $7.4B$9.55$9.52 – $9.58618.3x
2027$7.9B$7.8B – $7.9B$10.56$10.52 – $10.58716.6x
2028$8.2B$8.2B – $8.3B$11.56$11.50 – $11.65715.1x

Reported vs expected, every quarter on file

ReportedEPS expectedEPS actualEPS surpriseRevenue expectedRevenue actualRevenue surprise
2026-08-04$3.76$3.82+1.6%$2.2B$2.2B+2.3%
2026-04-30$2.60$2.72+4.6%$1.9B$2.0B+2.6%
2026-02-03$1.34$1.59+18.7%$1.6B$1.7B+6.8%
2025-11-04$1.25$1.51+20.8%$1.5B$1.6B+3.1%
2025-08-05$3.50$3.55+1.4%$2.1B$2.1B+0.4%
2025-05-01$2.41$2.44+1.2%$1.9B$1.8B−2.8%
2025-01-31$1.32$1.56+18.2%$1.6B$1.6B+2.1%
2024-11-05$0.97$1.00+3.0%$1.5B$1.4B−4.1%
2024-08-06$3.49$3.50+0.3%$2.0B$1.9B−0.9%
2024-05-08$2.24$2.23−0.4%$1.8B$1.7B−2.3%
2024-02-01$0.88$0.92+4.5%$1.4B$1.4B+0.2%
2023-11-02$0.94$1.09+16.0%$1.4B$1.4B+3.1%
2023-08-08$3.11$3.21+3.2%$1.9B$1.8B−2.2%
2023-05-02$2.02$2.05+1.5%$1.9B$1.6B−11.6%
2023-02-02$0.91$0.910.0%$1.3B$1.3B−3.9%
2022-11-02$0.87$0.84−3.4%$1.3B$1.3B+1.7%
2022-08-12$2.62$2.65+1.1%$1.7B$1.7B+3.7%
2022-05-03$1.78$1.93+8.4%$1.5B$1.5B−0.2%
2022-02-01$0.81$0.83+2.5%$1.2B$1.3B+5.1%
2021-11-03$1.02$1.07+4.9%$1.1B$1.2B+5.2%
2021-08-12$2.19$2.190.0%$1.5B$1.5B0.0%
2021-05-04$1.68$1.76+4.8%$1.3B$1.4B+8.6%
2021-02-02$0.73$0.730.0%$1.0B$1.1B+3.5%
2020-10-30$0.63$0.98+55.6%$653.8M$1.0B+55.6%

Off-exchange (dark pool) volume, weekly

FINRA ATS, $ billions · through the week of 2026-08-31 (FINRA publishes with a delay)
0.206-150.306-220.206-290.207-060.207-130.107-200.207-270.508-030.308-100.308-170.208-240.208-31
Week ofNotionalSharesTrades
2026-08-31$238.8M1,339,42945,729
2026-08-24$243.5M1,322,44140,314
2026-08-17$324.7M1,858,22946,620
2026-08-10$303.7M1,778,21247,199
2026-08-03$501.7M3,029,86665,231
2026-07-27$249.5M1,598,55848,890

Short-sale share of off-exchange volume

daily 20-day average
07-2310-1560.5%
DateShort shareShort volumeTotal volume
2026-10-1560.5%128,269212,054
2026-10-1449.5%93,105188,256
2026-10-1351.6%95,003184,180
2026-10-1254.8%79,777145,651
2026-10-0948.2%113,293234,966
2026-10-0855.7%192,215344,820
2026-10-0748.7%127,991262,655
2026-10-0644.4%104,567235,517
2026-10-0559.0%148,961252,388
2026-10-0243.9%122,735279,731
A daily flow measure from FINRA, not short interest.

Seasonality

Average return by calendar month
-0.2Jan-0.4Feb+1.7Mar+2.7Apr+1.9May+0.7Jun+1.9Jul+4.2Aug-2.0Sep+0.9Oct+2.2Nov+2.0Dec
MonthAvg returnUp yearsYears
Jan−0.2%53%19
Feb−0.4%42%19
Mar+1.7%60%20
Apr+2.7%68%19
May+1.9%68%19
Jun+0.7%53%19
Jul+1.9%63%19
Aug+4.2%74%19
Sep−2.0%32%19
Oct+0.9%58%19
Nov+2.2%58%19
Dec+2.0%68%19
History, not a forecast.

Indicators

as of 2026-10-16
RSI 1466.8
MFI72.3
ADX18.9
Stochastic %K / %D93.8 / 92.5
Williams %R-4.2
CCI217
TSI / signal6.3 / -6.9
Chaikin money flow0.07
ATR$3.88
Bollinger width11.2%
Volume vs 20-day avg0.86x
SupertrendUp

Moving averages and bands

level (price vs level)
SMA 20$164.07 (+6.7%)
SMA 50$169.82 (+3.1%)
SMA 200$167.90 (+4.3%)
EMA 21$166.56 (+5.1%)
EMA 50$165.57 (+5.8%)
EMA 200$173.17 (+1.1%)
Bollinger upper$173.26 (+1.1%)
Bollinger lower$154.89 (+13.1%)
Parabolic SAR$161.04 (+8.7%)
Open the live chart, 110+ indicators

About Broadridge Financial Solutions, Inc.

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.

https://www.broadridge.com

Key executives

NameTitlePayBorn
Timothy C. GokeyChief Executive Officer, Executive Officer & Executive Director$3.1M1962
Christopher J. PerryPresident, Director & Executive Officer$2.3M1962
Thomas CareyExecutive Officer, President of GTO and Global Head of Product & Technology$2.0M1971
Douglas R. DeSchutterPresident of Investor Communication Solutions & Executive Officer$1.6M1970
Ashima GheiCorporate Vice President, Executive Officer & Chief Finance Officer$1.4M1980
Hope JarkowskiCorporate Vice President, Executive Officer & Chief Legal Officer$1.1M1975
Adam D. AmsterdamVice President & Senior Advisor to Chief Executive Officer$1.1M1961
Michael LiberatoreChief Financial Officer of Global Technology & Operations$542,4961966

Executive pay, latest proxy

ExecutiveYearSalaryStock awardsIncentiveTotal
Timothy C. Gokey CEO2022$962,500$3.7M$1.7M$10.1M
Keir D. Gumbs CVP, Chief Legal Officer2022$512,500$4.9M$498,699$6.5M
Christopher J. Perry President2022$656,713$1.0M$1.1M$4.0M
Robert Schifellite SVP, ICS2022$660,535$821,223$1.1M$3.5M
Edmund L. Reese CFO2022$625,000$809,684$615,049$3.0M

Employees

11k201912k202014k202114k202215k202315k202415k202516k2026

Dividends

Ex-dateAmountPaid
2026-09-03$1.092026-10-05
2026-06-12$0.9752026-07-02
2026-03-16$0.9752026-04-08
2025-12-12$0.9752026-01-05
2025-09-11$0.9752025-10-02
2025-06-12$0.882025-07-02
2025-03-13$0.882025-04-03
2024-12-13$0.882025-01-03

Moat model

Narrow · Cost Advantage · 2026-06-30
Cost advantage78
Intangibles58
Switching costs61
Network effect47
Efficient scale65
Our component scores (0-100) and overall 62.2; a model of the business, not a call on the stock.
InsiderStreet reports findings from filings and market data. Nothing on this page is a recommendation to buy or sell.Every figure is computed in code · data as of 2026-10-17

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