ASR Vermogensbeheer N.V. Has $33.61 Million Stake in Broadridge Financial Solutions, Inc. $BR

Key Points

• ASR Vermogensbeheer N.V. raised its stake in Broadridge by 9.4% in Q4 to 150,598 shares, worth about $33.61 million (roughly 0.13% of the company).
• CEO Timothy C. Gokey bought 5,300 shares on March 6 at an average of $194.49 (~$1.03M), increasing his holdings to 142,876 shares and signaling insider buying.
• Broadridge beat Q1 expectations with EPS of $2.72 (vs. $2.63 est.) and revenue of $1.95B (vs. $1.90B est.), provided FY2026 EPS guidance of 9.41–9.58, and pays a quarterly dividend of $0.975 (≈2.6% yield).

ASR Vermogensbeheer N.V. lifted its holdings in shares of Broadridge Financial Solutions, Inc. (NYSE:BR - Free Report) by 9.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 150,598 shares of the business services provider's stock after buying an additional 12,966 shares during the quarter. ASR Vermogensbeheer N.V. owned about 0.13% of Broadridge Financial Solutions worth $33,609,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. First Horizon Corp acquired a new stake in shares of Broadridge Financial Solutions during the third quarter worth $25,000. Guerra Advisors Inc acquired a new stake in shares of Broadridge Financial Solutions during the third quarter worth $29,000. WPG Advisers LLC grew its stake in shares of Broadridge Financial Solutions by 77.5% during the fourth quarter. WPG Advisers LLC now owns 142 shares of the business services provider's stock worth $32,000 after purchasing an additional 62 shares during the period. Lodestone Wealth Management LLC acquired a new stake in shares of Broadridge Financial Solutions during the fourth quarter worth $39,000. Finally, ORG Partners LLC grew its stake in shares of Broadridge Financial Solutions by 57.4% during the third quarter. ORG Partners LLC now owns 181 shares of the business services provider's stock worth $44,000 after purchasing an additional 66 shares during the period. Institutional investors and hedge funds own 90.03% of the company's stock.

Insider Buying and Selling at Broadridge Financial Solutions

In other news, CEO Timothy C. Gokey acquired 5,300 shares of Broadridge Financial Solutions stock in a transaction dated Friday, March 6th. The stock was bought at an average cost of $194.49 per share, with a total value of $1,030,797.00. Following the completion of the transaction, the chief executive officer directly owned 142,876 shares of the company's stock, valued at approximately $27,787,953.24. This represents a 3.85% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.10% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of brokerages recently commented on BR. UBS Group decreased their price objective on Broadridge Financial Solutions from $250.00 to $165.00 and set a "neutral" rating for the company in a research note on Monday. Raymond James Financial reissued an "outperform" rating and issued a $257.00 target price on shares of Broadridge Financial Solutions in a research note on Tuesday, February 3rd. Needham & Company LLC decreased their target price on Broadridge Financial Solutions from $255.00 to $230.00 and set a "buy" rating for the company in a research note on Friday, May 1st. Royal Bank Of Canada decreased their target price on Broadridge Financial Solutions from $245.00 to $200.00 and set an "outperform" rating for the company in a research note on Friday, May 1st. Finally, Weiss Ratings cut Broadridge Financial Solutions from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, February 6th. Four research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, Broadridge Financial Solutions has an average rating of "Moderate Buy" and a consensus target price of $221.57.

Broadridge Financial Solutions Stock Down 0.1%

BR stock opened at $152.71 on Friday. The company has a debt-to-equity ratio of 0.97, a current ratio of 0.94 and a quick ratio of 0.94. The stock has a market capitalization of $17.66 billion, a P/E ratio of 16.35 and a beta of 0.89. The business has a 50-day moving average of $167.76 and a 200-day moving average of $198.42. Broadridge Financial Solutions, Inc. has a fifty-two week low of $149.05 and a fifty-two week high of $271.91.

Broadridge Financial Solutions (NYSE:BR - Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The business services provider reported $2.72 earnings per share for the quarter, topping the consensus estimate of $2.63 by $0.09. The company had revenue of $1.95 billion during the quarter, compared to analysts' expectations of $1.90 billion. Broadridge Financial Solutions had a return on equity of 40.14% and a net margin of 15.03%.Broadridge Financial Solutions's revenue for the quarter was up 7.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.44 earnings per share. Broadridge Financial Solutions has set its FY 2026 guidance at 9.410-9.580 EPS. On average, sell-side analysts anticipate that Broadridge Financial Solutions, Inc. will post 9.51 earnings per share for the current fiscal year.

Broadridge Financial Solutions Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 8th. Stockholders of record on Monday, March 16th were given a dividend of $0.975 per share. This represents a $3.90 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend was Monday, March 16th. Broadridge Financial Solutions's dividend payout ratio is currently 41.76%.

About Broadridge Financial Solutions

Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm's core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.

Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.

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