Broadridge Financial Solutions, Inc. $BR Shares Sold by UBS Group AG

Key Points

• UBS trimmed its position in Broadridge by 8.2%, selling 42,394 shares and leaving it with 472,385 shares valued at about $105.4 million, while institutional investors own roughly 90% of the stock.
• Broadridge beat Q3 estimates and raised FY‑26 targets after reporting recurring revenue growth (~7%) and stronger adjusted EPS guidance (~10–12%), and it completed the acquisition of CQG to expand its trading services offering.
• Insider activity and analyst view: CEO Timothy Gokey bought 5,300 shares at ~$194.49 (increasing his stake to 142,876 shares) while a director sold a small holding; analysts are split (four Buy, four Hold) with a consensus rating of "Moderate Buy" and an average target near $235.71.

UBS Group AG trimmed its position in Broadridge Financial Solutions, Inc. (NYSE:BR - Free Report) by 8.2% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 472,385 shares of the business services provider's stock after selling 42,394 shares during the period. UBS Group AG owned 0.40% of Broadridge Financial Solutions worth $105,422,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. First Horizon Corp acquired a new position in Broadridge Financial Solutions in the third quarter valued at approximately $25,000. Guerra Advisors Inc acquired a new position in Broadridge Financial Solutions in the third quarter valued at approximately $29,000. WPG Advisers LLC boosted its stake in Broadridge Financial Solutions by 77.5% in the fourth quarter. WPG Advisers LLC now owns 142 shares of the business services provider's stock valued at $32,000 after acquiring an additional 62 shares during the period. Lodestone Wealth Management LLC acquired a new position in Broadridge Financial Solutions in the fourth quarter valued at approximately $39,000. Finally, ORG Partners LLC boosted its stake in Broadridge Financial Solutions by 57.4% in the third quarter. ORG Partners LLC now owns 181 shares of the business services provider's stock valued at $44,000 after acquiring an additional 66 shares during the period. 90.03% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Broadridge Financial Solutions

In other news, Director Robert N. Duelks sold 253 shares of the business's stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $192.60, for a total transaction of $48,727.80. Following the completion of the transaction, the director directly owned 20,815 shares in the company, valued at approximately $4,008,969. The trade was a 1.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Timothy C. Gokey acquired 5,300 shares of Broadridge Financial Solutions stock in a transaction dated Friday, March 6th. The shares were acquired at an average price of $194.49 per share, with a total value of $1,030,797.00. Following the completion of the transaction, the chief executive officer owned 142,876 shares of the company's stock, valued at approximately $27,787,953.24. This trade represents a 3.85% increase in their position. The SEC filing for this purchase provides additional information. Insiders own 1.10% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on BR. Wall Street Zen downgraded Broadridge Financial Solutions from a "buy" rating to a "hold" rating in a research note on Saturday, February 7th. JPMorgan Chase & Co. decreased their target price on Broadridge Financial Solutions from $273.00 to $229.00 and set a "neutral" rating for the company in a research note on Wednesday, February 4th. 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. DA Davidson restated a "buy" rating and issued a $228.00 target price on shares of Broadridge Financial Solutions in a research note on Wednesday, April 22nd. Finally, Weiss Ratings downgraded 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 assigned a Hold rating to the company's stock. According to MarketBeat, Broadridge Financial Solutions presently has a consensus rating of "Moderate Buy" and a consensus price target of $235.71.

Trending Headlines about Broadridge Financial Solutions

Here are the key news stories impacting Broadridge Financial Solutions this week:

• Positive Sentiment: Q3 results beat Street estimates and management raised FY‑26 targets — Broadridge reported $2.72 adjusted EPS vs. $2.63 consensus and $1.95B revenue vs. $1.90B est; recurring revenue grew ~7% and management raised guidance for recurring revenue and adjusted EPS growth (targets now call for ~10–12% adjusted EPS growth). This print supports the stock’s move higher. Broadridge Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: Strategic acquisition completed — Broadridge closed its acquisition of CQG, adding futures & options execution management, algo trading and analytics to its connectivity and order management stack. The deal expands addressable market in trading services and can boost cross‑sell and fee‑based revenue. Broadridge Completes Acquisition of CQG
• Neutral Sentiment: Needham lowers price target (still a Buy) — Needham cut its PT from $255 to $230 but maintained a Buy rating, implying substantial upside from current levels; the change signals tempered near‑term upside expectations while keeping a constructive view. Needham Price Target Cut
• Neutral Sentiment: RBC trims target but keeps Outperform — Royal Bank of Canada lowered its PT to $200 from $245 while retaining an Outperform rating, showing analysts still favor the business despite lower target levels. RBC Price Target Change
• Negative Sentiment: Sales cadence and margin dynamics show friction — management disclosed closed sales decline ( ~$58M vs. $71M prior, down ~19%) and slight operating margin pressure vs. the prior year, which could limit upside if the weaker sales trend persists. This is a cautionary data point beneath the positive headline numbers. Q3 Results — Detail

Broadridge Financial Solutions Stock Performance

Shares of NYSE BR opened at $155.22 on Friday. The company has a current ratio of 0.94, a quick ratio of 0.97 and a debt-to-equity ratio of 0.97. The stock has a 50 day simple moving average of $169.22 and a 200-day simple moving average of $200.28. The company has a market cap of $18.12 billion, a PE ratio of 16.62 and a beta of 0.89. Broadridge Financial Solutions, Inc. has a 12-month low of $149.05 and a 12-month high of $271.91.

Broadridge Financial Solutions (NYSE:BR - Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The business services provider reported $2.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.63 by $0.09. The business had revenue of $1.95 billion during the quarter, compared to the consensus estimate of $1.90 billion. Broadridge Financial Solutions had a return on equity of 40.14% and a net margin of 15.03%.The business's revenue was up 7.8% on a year-over-year basis. During the same period in the previous year, the firm posted $2.44 earnings per share. Broadridge Financial Solutions has set its FY 2026 guidance at 9.410-9.580 EPS. On average, equities research analysts forecast that Broadridge Financial Solutions, Inc. will post 9.52 EPS for the current year.

Broadridge Financial Solutions Dividend Announcement

The firm 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. The ex-dividend date was Monday, March 16th. This represents a $3.90 annualized dividend and a dividend yield of 2.5%. Broadridge Financial Solutions's payout ratio is currently 43.19%.

Broadridge Financial Solutions Profile

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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