InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$175.11

2026-10-16

Market Cap

$19.8B

Volume

1.3M

52-Wk High

$236.02

52-Wk Low

$133.83

Trailing PE

18.1

P/S

2.64

Gross Margin

31.8%

Net Margin

15.0%

ROE

40%

ROIC

13%

Piotroski

8/9

Altman Z

4.1

1-Yr Return

-22.3%

5-Yr Return

+52.6%

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.

SectorTechnologyIndustryInformation Technology ServicesExchangeNYSEMarket Cap$19.8BEmployees16,000 (SEC-filed)CEOTimothy C. GokeyIPO2007-03-22CountryUS

5 Dakota Drive, Lake Success, NY 11042 · Tel 516 472 5400 · broadridge.com

INSIDERSTREET SCORE74 / 100Street mean $201.75 (4 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALNET BUYING$1.0M open-market purchases vs $0.7M sales / 6 mo

1 Year vs S&P 500 · BR -22.3% · S&P 500 +15.9% · spread -38.2pp

7 Years vs S&P 500 · BR +52.6% · S&P 500 +189.9% · spread -137.3pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

INSIDERSTREET
SCORE74of 100

Score Breakdown

Profitability	73/100
Growth	67/100
Momentum	89/100
Quality	82/100
Earnings Quality	78/100
Balance Sheet	53/100
Value	65/100
Risk (safety)	90/100
Overall	74.3/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
CDW	49
FIS	55
LDOS	63
CACI	57
CTSH	66
IT	60
BR	74

IS Score Trend — quarterly

16 quarters, 23 Q1 to 26 Q4. Peak 74 in 26 Q4, latest 74 — +0 since. Fell in 0 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY74 / 100IS Score 74.3 / 100 · +0.0 from peak of 74

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 83 / 100 · Power +66 · 21 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 74 and price structure at 83 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 74.3	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 70 → 71 → 71 → 74	the direction matters more than the level
Technical vote share back above 50%	now 100%	price structure no longer broken
Institutional holder count rises two quarters running	peak 1,130 → now 1,019	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score3 of 4top 4% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)4 buys2026-06-16

Insider Buys (180d)0none disclosed

ETF Funds (30d)1114 up / 955 downnet +159 funds

Institutions Added (13F)-40managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 1,130 · latest 1,019 (-111 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	1,019	111.4M	$15.1B	96.8%
2026 Q1	1,059	108.7M	$17.2B	94.5%
2025 Q4	1,130	105.5M	$22.1B	91.7%
2025 Q3	1,100	104.4M	$23.4B	90.8%
2025 Q2	1,097	104.5M	$23.7B	90.9%
2025 Q1	1,109	104.1M	$23.7B	90.5%
2024 Q4	1,047	103.2M	$21.8B	89.7%
2024 Q3	1,007	103.3M	$21.0B	89.8%
2024 Q2	923	104.8M	$19.2B	91.1%
2024 Q1	933	104.1M	$19.8B	90.6%
2023 Q4	914	105.6M	$20.2B	91.8%
2023 Q3	845	103.3M	$17.3B	89.8%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Murray Eileen K	director	2026-10-05	A-Award	20	—	6,167
Murray Eileen K	director	2026-10-05	A-Award	18	—	6,185
Mosconi Patricia Ann	director	2026-10-05	A-Award	2	—	823
Mosconi Patricia Ann	director	2026-10-05	A-Award	1	—	824
Zavery Amit	director	2026-10-05	A-Award	34	—	9,225
Zavery Amit	director	2026-10-05	A-Award	27	—	9,252
Nazareth Annette L.	director	2026-10-05	A-Award	22	—	9,816
Nazareth Annette L.	director	2026-10-05	A-Award	18	—	9,834

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	2	4,467	$0.7M	Counted
P — Open-market purchases	1	5,300	$1.0M	Counted
M — Exercises (paired A/D)	3	5,794	—	None — mechanics
F — Tax withholding	8	25,887	$4.1M	None — compensation
G — Gifts	1	17,000	—	None

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalNet Buying

Open-Market Sells$0.7M2 txns / 6 mo

Open-Market Buys$1.0M1 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-06-04	Hope Jarkowski	1,966	$0.3M
2026-02-25	Bomar Ii Llc	486	$0.1M
2026-02-06	Robert N. Duelks 2007 Revocable Trust	253	$0.0M
2025-12-03	Thomas Patrick Carey	10,214	$2.3M
Trailing 12 mo	5 filings	16,903	$4M

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Filed	Form	Reporting person	% of class	Shares
2026-05-12	SCHEDULE 13G	STATE STREET CORPORATION	4.70%	5.5M sh
2026-04-29	SCHEDULE 13G	Vanguard Portfolio Management	5.47%	6.4M sh
2026-04-29	SCHEDULE 13G	Vanguard Capital Management	7.52%	8.8M sh
2026-02-09	SCHEDULE 13G	STATE STREET CORPORATION	5.10%	6.0M sh

Member	Chamber	Trade	Size band	Traded	Disclosed
Gilbert Cisneros	House	BUY	$1,001 - $15,000	2026-06-16	2026-07-03
Gilbert Cisneros	House	BUY	$1,001 - $15,000	2026-06-16	2026-07-03
Gilbert Ray Cisneros	House	BUY	$1,001 - $15,000	2026-06-15	2026-07-03
Alan Armstrong	Senate	BUY	$1,001 - $15,000	2026-03-27	2026-07-20

House 12-Mo18 trades11 purchases

Senate 12-Mo1 trades1 purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)1,059

13F Shares109M94.5% of shares out

New / Closed136 / 186positions, QoQ

Increased / Reduced440 / 315positions, QoQ

Put/Call (13F)1.12option positions

Free Float99.6%112M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Confluence Investment Management L	508,021	$82M
Assenagon Asset Management S.A.	431,641	$70M
Hamlin Capital Management, Llc	332,572	$54M
Fenimore Asset Management Inc	236,910	$38M
Asr Vermogensbeheer N.V.	187,336	$30M
Mcrae Capital Management Inc	74,124	$12M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.0%	$582M
VTSAX	0.0%	$582M
VTI	0.0%	$582M
VSMPX	0.0%	$582M
SCHD	0.5%	$541M
VFINX	0.0%	$482M

13F Filers Holding BR — quarterly

Institutional Put/Call — quarterly

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session60.5%2026-10-15

20-Day Avg50.5%50-day 45.3%

TrendRising20d vs 50d

By Market CenterQ: 59% · N: 77% · B: 54%latest session

Weekly Notional ($B)

Where BR Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	1.8M	34 sh
Ubsa Ubs Ats	1.5M	46 sh
Sgmt Sigma X2	1.1M	32 sh
Mlix Instinct X	1.0M	51 sh
Ebxl Level Ats	0.8M	24 sh
Mstx Ms Trajectory Cross (Ats-1)	0.7M	28 sh

Where a dollar of Broadridge Financial Solutions, Inc. revenue goes. All values FY2026 filings, live.

Region	Revenue	Share
UNITED STATES	$6.4B	86%
CANADA	$544M	7%
UNITED KINGDOM	$494M	7%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

BR (live moat model)Peer median: CDW · FIS · LDOS · CACI · CTSH

Component scores from the live moat model. Peer median illustrative.

Moat score 62/100 — Narrow; primary source Cost Advantage.

3.8 · Employees (SEC filings)

Officer	Title
Timothy C. Gokey	Chief Executive Officer, Executive Officer & Executive Director
Christopher J. Perry	President, Director & Executive Officer
Thomas Carey	Executive Officer, President of GTO and Global Head of Product & Technology
Douglas R. DeSchutter	President of Investor Communication Solutions & Executive Officer

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)3 of 6recent quarters

Avg Surprise+8.1%

Next Report2026-11-03

Income Quality1.23OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY22	FY23	FY24	FY25	FY26
Revenue	+14.3%	+6.2%	+7.4%	+5.9%	+8.5%
Gross profit	+11.9%	+12.1%	+8.3%	+10.5%	+11.2%
Operating income	+12.0%	+23.2%	+8.6%	+16.9%	+9.4%
Net income	-1.5%	+17.0%	+10.7%	+20.3%	+33.9%

$B · FY ends	FY22	FY23	FY24	FY25	FY26
Revenue	5.7	6.1	6.5	6.9	7.5
Cost of revenue	4.1	4.3	4.6	4.8	5.1
Gross profit	1.6	1.8	1.9	2.1	2.4
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	0.8	0.8	0.9	0.9	1.1
Operating income	0.8	0.9	1.0	1.2	1.3
EBITDA	1.2	1.4	1.5	1.7	1.6
D&A	0.5	0.4	0.5	0.5	0.3
Pretax income	0.7	0.8	0.9	1.1	1.4
Income tax	0.1	0.2	0.2	0.2	0.3
Net income	0.5	0.6	0.7	0.8	1.1
Diluted EPS ($)	4.55	5.30	5.86	7.10	9.60
Diluted shares (M)	118	119	119	118	117

Operating CF$1B

CapEx$0B

Free cash flow$1B

SBC$0B

Buybacks$1B

Net cash change$-0B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY23	FY24	FY25	FY26
Cash & equivalents	0.3	0.3	0.6	0.4
ST investments	0.0	0.0	0.0	0.0
Receivables (net)	1.0	1.1	1.1	1.1
Total current assets	1.4	1.5	1.8	1.7
PP&E (net)	0.1	0.3	0.3	0.4
Goodwill + intangibles	4.9	4.8	4.9	5.8
Total assets	8.2	8.2	8.5	8.9
Accounts payable	0.2	0.3	0.2	0.1
Short-term debt	1.2	0.0	0.5	0.0
Deferred revenue	0.2	0.3	0.3	0.3
Total current liabilities	2.4	1.4	1.9	1.4
Long-term debt	2.2	3.4	2.8	3.3
Total liabilities	6.0	6.1	5.9	6.1
Shareholders' equity	2.2	2.2	2.7	2.8

Cash Flow Statement — Full

$B	FY23	FY24	FY25	FY26
Net income	0.6	0.7	0.8	1.1
D&A	0.3	0.5	0.3	0.3
Stock-based compensation	0.1	0.1	0.1	0.1
Working capital change	(0.2)	(0.0)	(0.2)	(0.2)
Operating cash flow	0.8	1.1	1.2	1.3
Capital expenditures	(0.1)	(0.1)	(0.1)	(0.1)
Investing cash flow	(0.1)	(0.1)	(0.3)	(0.5)
Buybacks	(0.0)	(0.5)	(0.1)	(0.6)
Dividends paid	(0.3)	(0.4)	(0.4)	(0.4)
Debt issuance / (repay)	(0.4)	(0.1)	(0.1)	0.0
Financing cash flow	(0.7)	(0.9)	(0.6)	(1.0)
Free cash flow	0.7	0.9	1.1	1.3

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY22	FY23	FY24	FY25	FY26	TTM
PROFITABILITY
ROE	28.9%	30.3%	31.7%	34.8%	40.9%	40%
ROA	6.6%	7.7%	8.5%	10.0%	12.9%	12.6%
ROIC	10.6%	13.2%	14.9%	17.0%	17.0%	13.4%
Gross margin	27.9%	29.5%	29.7%	31.0%	31.8%	31.8%
Operating margin	13.3%	15.4%	15.6%	17.3%	17.4%	17.4%
Net margin	9.4%	10.4%	10.7%	12.2%	15.0%	15.0%
EBITDA margin	21.4%	22.5%	23.1%	24.6%	22.0%	26.6%
FCF margin	6.5%	12.3%	14.5%	16.1%	17.6%	—
VALUATION
P/E	29.53	30.06	32.72	33.97	14.08	18.1
P/B	8.30	8.46	10.53	10.74	5.57	7.1
P/S	2.79	3.13	3.51	4.14	2.12	2.64
P/FCF	42.99	25.34	24.21	25.77	12.06	15.1
EV/EBITDA	16.07	16.47	17.37	20.02	9.52	11.5
EV/Revenue	3.46	3.69	4.01	4.56	2.53	3.1
Earnings yield	3.4%	3.3%	3.1%	2.9%	7.1%	5.58%
FCF yield	2.3%	3.9%	4.1%	3.9%	8.3%	6.64%

Ratio	FY22	FY23	FY24	FY25	FY26	TTM
LEVERAGE & SOLVENCY
Current ratio	1.01	0.58	1.08	0.98	1.24	1.24
Quick ratio	1.01	0.57	1.06	0.98	1.21	1.21
Debt / equity	2.12	1.63	1.65	1.30	1.24	1.24
Debt / assets	49.8%	44.4%	43.4%	40.5%	39.3%	39.3%
Net debt / EBITDA	3.12	2.51	2.18	1.85	1.57	1.57
Interest coverage	8.72	6.49	6.83	8.80	13.88	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY22	FY23	FY24	FY25	FY26	TTM
EFFICIENCY
Asset turnover	0.70	0.74	0.79	0.82	0.85	0.84
Receivables turnover	6.46	6.31	6.38	6.43	6.78	6.6
DSO (days)	56	58	57	57	54	55
DPO (days)	22	17	19	21	13	11
Cash conversion cycle	35	42	41	37	42	47
GROWTH (YoY)
Revenue growth	14.3%	6.2%	7.4%	5.9%	8.5%	—
Net income growth	-1.5%	17.0%	10.7%	20.3%	33.9%	—
EPS growth	-1.9%	16.4%	11.1%	20.7%	37.1%	—
FCF growth	-31.3%	102.0%	26.1%	17.3%	18.6%	—
PER SHARE ($)
EPS (diluted, TTM)	4.55	5.29	5.88	7.10	9.73	9.78
Book value / share	16.20	18.81	18.27	22.44	24.57	24.70
Revenue / share	48.18	50.89	54.82	58.23	64.68	65.02
FCF / share	3.13	6.28	7.95	9.36	11.35	11.41
Cash / share	1.90	2.12	2.57	4.75	3.49	3.50
SHAREHOLDER RETURN & SCORES
Buyback yield	0.1%	0.1%	2.1%	0.5%	3.8%	3.84%
Altman Z-Score	3.02	3.39	4.06	4.80	3.72	4.1
Piotroski F-Score	5	7	8	8	9	8/9
Beneish M-Score	-2.27	-2.58	-2.61	-2.68	-2.57	-2.57

Model	Score	Zone	Note
Piotroski F-Score	8 / 9	Strong
Altman Z-Score	4.1	Safe (>2.99)	Safe
Income quality	1.23	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.57	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.78
Interest burden	0.93
Operating margin	20.8%
Asset turnover	0.85×
Financial leverage	3.18×
= ROE	41%

Growth Quality (live)	Value
Revenue stability	1.00
Earnings stability	0.85
Earnings persistence	0.86
Revenue CAGR 3y	7.2%
EPS CAGR 3y	22.5%
FCF CAGR 3y	20.6%

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Buyback Yield3.84%

Dividend Yield2.29%

Total Shareholder Return6.31%cash yield

SBC / Revenue1.2%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
CDW	$18.8B	18.0	44%	4.2%	+7.4%	6/9	+0.0%
FIS	$18.6B	5.5	22%	6.8%	+20.4%	5/9	-45.0%
LDOS	$15.7B	11.5	28%	7.8%	+3.4%	6/9	-32.1%
CACI	$13.6B	25.3	13%	5.8%	+10.9%	5/9	+18.5%
CTSH	$29.7B	14.2	15%	11.6%	+5.6%	5/9	—
IT	$13.0B	18.4	114%	16.4%	+0.7%	6/9	—
FI	$34.3B	12.2	11%	11.8%	-11.7%	5/9	—
JKHY	$10.7B	21.9	24%	17.6%	+6.7%	6/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

24 Analysts

Str Sell (0)Sell (0)Hold (9)Buy (15)Str Buy (0)

Mean Target (qtr)$201.754 targets

Target vs. Price+15.2%last-quarter mean

Next Report2026-11-03street $1.37

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$7.43B	$7.45B / $7.40B	$9.55	$9.58 / $9.52	6
FY2027	$7.85B	$7.86B / $7.84B	$10.56	$10.58 / $10.52	7
FY2028	$8.23B	$8.32B / $8.18B	$11.56	$11.65 / $11.50	7

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Quarter	$201.75	+15.2%	4
Last Year	$213.79	+22.1%	14
All Time	$209.53	+19.7%	19

Rolling mean of published targets vs. last close $175.11. Aggregated from StreetInsider, Benzinga.

Third-Party Composite Rating

B+

DCF

3/5

ROE

5/5

ROA

5/5

Debt/Eq

1/5

P/E

3/5

P/B

2/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

BR -22.3% vs S&P 500 +15.9% — spread -38.2pp

Sector — XLK +29.0%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$164.07	+11.04	+6.73%	Above
SMA 50	$169.82	+5.29	+3.12%	Above
SMA 200	$167.90	+7.21	+4.29%	Above
EMA 9	$168.48	+6.63	+3.94%	Above
EMA 21	$166.56	+8.55	+5.13%	Above
EMA 50	$165.57	+9.54	+5.76%	Above
EMA 200	$173.17	+1.94	+1.12%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

TECHNICAL VERDICTBULLISHPower Score +6621 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%100

Momentum 25%91

Volume 20%81

Volatility 10%67

Patterns 15%50

This Week100% bullishof 11 price-based votes

4 Weeks Ago0%+100 pts since

12 Weeks Ago18%+82 pts since

ReadImprovingweek-over-week trajectory

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Price vs SMA 20$164.07

Price vs SMA 50$169.82

Price vs SMA 200$167.90

EMA 9/21 Cross168.5/166.6

SMA 50/200Golden

ADX DirectionADX 19

Supertrend$163

Parabolic SAR$161

SMA Slope0.600

RSI66.8

Stochastic K/D94/93

StochRSI K/D99/99

Williams %R-4

CCI217

TSI vs Signal6.3

CMO33.6

ROC11.60%

OBV SignalAccum

Chaikin MF0.070

MFI72

Force Index1M

Elder Ray Bull9.43

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 93

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$172.87 / $176.02 / $177.94	S1 / S2	$170.95 / $167.80
Bollinger (20,2)	$154.89 – $173.26	Squeeze	Off
52-wk range	$133.83 – $235.03	Off 52-wk high	-25.5%
ATR (14)	$3.88 (2.2%)	Historical vol	21.8%

-0.2%Jan53%

-0.4%Feb42%

+1.7%Mar60%

+2.7%Apr68%

+1.9%May68%

+0.7%Jun53%

+1.9%Jul63%

+4.2%Aug74%

-2.0%Sep32%

+0.9%Oct58%

+2.2%Nov58%

+2.0%Dec68%

Sample: 19 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	BR	S&P 500
Weekly volatility (σ, 1y)	4.50%	1.83%
Best / worst week (1y)	+10.5% / -11.9%	—
Max drawdown (5y, monthly)	-46.9%	—
1-week VaR (95%)	-7.7%	—
Beta (5y)	0.91	1.00

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

BR EQUITY WEATHER (LIVE)PARTLY CLOUDY · +26

Trend+38

Momentum+70

Volume+40

Volatility-60

Breadth-17

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 142 stories, weekly buckets, −1 to +1.

Overall+26.2+39.6 vs industry

Trend+38.2+48.3 vs industry

Momentum+69.7+78.7 vs industry

Volume+40.0+36.0 vs industry

Reading	BR	Information Technology Services n=1,049	Technology n=6,969	All US symbols n=70,435
Overall	+26.2	-13.5	-20.7	-20.5
Trend	+38.2	-10.2	-20.8	-21.3
Momentum	+69.7	-9.0	-28.5	-15.8
Volume	+40.0	+4.0	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Timothy C. Gokey CEO	$10.1M	54% equity+incentive
Keir D. Gumbs CVP, Chief Legal Officer	$6.5M	83% equity+incentive
Christopher J. Perry President	$4.0M	53% equity+incentive
Robert Schifellite SVP, ICS	$3.5M	55% equity+incentive
Edmund L. Reese CFO	$3.0M	48% equity+incentive

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Pillar (live disclosure scores)	Score
Environmental	55
Social	57
Governance	75
Composite ESG	62

Composite ESG Trend

Filed	8-K contents	Items
2026-08-04	Earnings Release; Other Events	2.02,8.01
2026-06-10	Officer/Director Change; Exhibits	5.02,9.01
2026-05-21	Other Events; Exhibits	8.01,9.01
2026-05-15	Material Agreement; Financial Obligation; Other Events; Exhibits	1.01,2.03,8.01,9.01
2026-05-06	Regulation FD; Exhibits	7.01,9.01
2026-05-06	Material Agreement; Other Events; Exhibits	1.01,8.01,9.01
2026-04-30	Earnings Release; Exhibits	2.02,9.01
2026-03-06	Other Events; Financial Statements and Exhibits	8.01,9.01

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2021 to 2026
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-10-30 to 2026-08-04
Analyst estimates	dim/forward_estimates	3 rows · 2026-06-30 to 2028-06-30
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	80 rows · 2006 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-10-05
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2026-02-09 to 2026-05-12
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Broadridge Financial Solutions, Inc. (BR)

Broadridge Financial Solutions, Inc. (BR)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Broadridge Financial Solutions, Inc. (BR)

Institutions holding — 12 quarters

Broadridge Financial Solutions, Inc. (BR)

Monthly Net Insider Flow (000 shares)

Signal Summary

Broadridge Financial Solutions, Inc. (BR)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding BR — quarterly

Institutional Put/Call — quarterly

Broadridge Financial Solutions, Inc. (BR)

Where BR Trades in the Dark

Broadridge Financial Solutions, Inc. (BR)

3.8 · Employees (SEC filings)

Broadridge Financial Solutions, Inc. (BR)

Broadridge Financial Solutions, Inc. (BR)

Broadridge Financial Solutions, Inc. (BR)

Balance Sheet — Full

Cash Flow Statement — Full

Broadridge Financial Solutions, Inc. (BR)

Broadridge Financial Solutions, Inc. (BR)

Broadridge Financial Solutions, Inc. (BR)

Street Price Target — Trajectory

Third-Party Composite Rating

Broadridge Financial Solutions, Inc. (BR)

Broadridge Financial Solutions, Inc. (BR)

Family Scores (site weights)

Broadridge Financial Solutions, Inc. (BR)

Broadridge Financial Solutions, Inc. (BR)

Broadridge Financial Solutions, Inc. (BR)

Broadridge Financial Solutions, Inc. (BR)