Dearborn Partners LLC Reduces Stake in Broadridge Financial Solutions, Inc. $BR

Key Points

• Dearborn Partners LLC reduced its stake in Broadridge Financial Solutions by 10.3% in the fourth quarter, selling 10,599 shares and ending with 92,171 shares valued at about $20.6 million.
• Broadridge saw mixed ownership and insider activity, including a large sale by insider Hope M. Jarkowski, who sold 1,966 shares and cut her direct holdings to just 1 share.
• Analysts remain broadly positive, with an average Moderate Buy rating and a $221.57 price target, while the company recently beat quarterly earnings estimates and reaffirmed FY 2026 EPS guidance of $9.41 to $9.58.

Dearborn Partners LLC lowered its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR - Free Report) by 10.3% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 92,171 shares of the business services provider's stock after selling 10,599 shares during the quarter. Dearborn Partners LLC owned about 0.08% of Broadridge Financial Solutions worth $20,570,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Nemes Rush Group LLC acquired a new stake in Broadridge Financial Solutions during the 4th quarter worth approximately $27,000. WPG Advisers LLC lifted its position in Broadridge Financial Solutions by 77.5% during the 4th quarter. WPG Advisers LLC now owns 142 shares of the business services provider's stock worth $32,000 after acquiring an additional 62 shares during the period. Lodestone Wealth Management LLC acquired a new stake in Broadridge Financial Solutions during the 4th quarter worth approximately $39,000. Fulcrum Asset Management LLP acquired a new stake in Broadridge Financial Solutions during the 3rd quarter worth approximately $47,000. Finally, Osterweis Capital Management Inc. acquired a new stake in Broadridge Financial Solutions during the 2nd quarter worth approximately $48,000. 90.03% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Broadridge Financial Solutions

In other news, insider Hope M. Jarkowski sold 1,966 shares of the firm's stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $155.00, for a total value of $304,730.00. Following the completion of the sale, the insider directly owned 1 shares of the company's stock, valued at $155. This trade represents a 99.95% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.10% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. Wall Street Zen cut Broadridge Financial Solutions from a "buy" rating to a "hold" rating in a research report on Saturday, February 7th. Royal Bank Of Canada decreased their price objective on Broadridge Financial Solutions from $245.00 to $200.00 and set an "outperform" rating for the company in a research report on Friday, May 1st. Needham & Company LLC decreased their price objective on Broadridge Financial Solutions from $255.00 to $230.00 and set a "buy" rating for the company in a research report on Friday, May 1st. DA Davidson decreased their price objective on Broadridge Financial Solutions from $228.00 to $214.00 and set a "buy" rating for the company in a research report on Tuesday, May 5th. Finally, Weiss Ratings cut Broadridge Financial Solutions from a "hold (c)" rating to a "hold (c-)" rating in a research report on Monday, May 11th. Four equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $221.57.

Broadridge Financial Solutions Stock Down 1.7%

BR opened at $151.49 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 business has a 50 day simple moving average of $154.98 and a 200-day simple moving average of $187.56. The stock has a market capitalization of $17.52 billion, a P/E ratio of 16.22 and a beta of 0.88. Broadridge Financial Solutions, Inc. has a 12 month low of $139.79 and a 12 month high of $271.91.

Broadridge Financial Solutions (NYSE:BR - Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The business services provider reported $2.72 EPS for the quarter, beating the consensus estimate of $2.63 by $0.09. The business 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%.The company's quarterly revenue was up 7.8% compared to the same quarter last year. During the same period last year, the firm earned $2.44 EPS. Broadridge Financial Solutions has set its FY 2026 guidance at 9.410-9.580 EPS. On average, equities analysts anticipate that Broadridge Financial Solutions, Inc. will post 9.55 earnings per share for the current fiscal year.

Broadridge Financial Solutions Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Friday, June 12th will be issued a $0.975 dividend. This represents a $3.90 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Friday, June 12th. Broadridge Financial Solutions's dividend payout ratio (DPR) is currently 41.76%.

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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