Broadridge Financial Solutions (NYSE:BR) Stock Acquired Rep. Lisa C. McClain

Key Points

• Representative Lisa C. McClain purchased shares of Broadridge Financial Solutions, Inc. (NYSE:BR) valued between $1,001 and $15,000 on June 17th, as disclosed in a filing.
• Broadridge recently reported quarterly earnings of $3.55 EPS, exceeding analysts' expectations, and announced an increased quarterly dividend to $0.975.
• Several analysts upgraded their ratings on Broadridge, with Needham & Company raising their price target from $300.00 to $305.00, indicating positive investor sentiment.

Representative Lisa C. McClain (R-Michigan) recently bought shares of Broadridge Financial Solutions, Inc. NYSE: BR. In a filing disclosed on August 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Broadridge Financial Solutions stock on June 17th. The trade occurred in the Representative's "CHARLES SCHWAB BROKERAGE ACCOUNT 924" account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of Autoliv NYSE: ALV on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Amazon.com NASDAQ: AMZN on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Applied Materials NASDAQ: AMAT on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Arthur J. Gallagher & Co. NYSE: AJG on 8/4/2025.
• Sold $1,001 - $15,000 in shares of SAP NYSE: SAP on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of XPO NYSE: XPO on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of Lithia Motors NYSE: LAD on 7/22/2025.
• Sold $1,001 - $15,000 in shares of Sanofi NASDAQ: SNY on 7/22/2025.
• Sold $1,001 - $15,000 in shares of Waters NYSE: WAT on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of Group 1 Automotive NYSE: GPI on 7/22/2025.

Broadridge Financial Solutions Trading Up 0.4%

Shares of NYSE:BR traded up $1.1680 during mid-day trading on Friday, hitting $261.9980. The company had a trading volume of 651,183 shares, compared to its average volume of 931,132. The company has a market capitalization of $30.69 billion, a PE ratio of 36.95 and a beta of 0.94. The firm has a fifty day moving average price of $247.47 and a 200 day moving average price of $240.57. The company has a debt-to-equity ratio of 1.04, a current ratio of 0.98 and a quick ratio of 0.98. Broadridge Financial Solutions, Inc. has a one year low of $206.95 and a one year high of $271.91.

Broadridge Financial Solutions (NYSE:BR - Get Free Report) last posted its earnings results on Tuesday, August 5th. The business services provider reported $3.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.51 by $0.04. Broadridge Financial Solutions had a net margin of 12.19% and a return on equity of 42.72%. The firm had revenue of $2.07 billion during the quarter, compared to analyst estimates of $2.06 billion. During the same quarter in the prior year, the business posted $3.50 EPS. The business's revenue was up 6.2% compared to the same quarter last year. Broadridge Financial Solutions has set its FY 2026 guidance at 9.230-9.580 EPS. As a group, research analysts forecast that Broadridge Financial Solutions, Inc. will post 8.53 EPS for the current year.

Broadridge Financial Solutions Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 2nd. Stockholders of record on Thursday, September 11th will be paid a $0.975 dividend. The ex-dividend date is Thursday, September 11th. This represents a $3.90 annualized dividend and a dividend yield of 1.5%. This is an increase from Broadridge Financial Solutions's previous quarterly dividend of $0.88. Broadridge Financial Solutions's dividend payout ratio (DPR) is presently 49.65%.

Insider Buying and Selling at Broadridge Financial Solutions

In other Broadridge Financial Solutions news, President Christopher John Perry sold 7,036 shares of the stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $262.72, for a total transaction of $1,848,497.92. Following the completion of the transaction, the president owned 48,813 shares in the company, valued at $12,824,151.36. This trade represents a 12.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Timothy C. Gokey sold 84,571 shares of the stock in a transaction dated Thursday, August 14th. The stock was sold at an average price of $259.53, for a total transaction of $21,948,711.63. Following the transaction, the chief executive officer owned 165,634 shares of the company's stock, valued at $42,986,992.02. This represents a 33.80% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 150,470 shares of company stock worth $39,026,774 over the last ninety days. Company insiders own 1.30% of the company's stock.

Analysts Set New Price Targets

Several analysts have recently issued reports on BR shares. Needham & Company LLC upped their target price on shares of Broadridge Financial Solutions from $300.00 to $305.00 and gave the stock a "buy" rating in a research note on Wednesday, August 6th. Wall Street Zen upgraded shares of Broadridge Financial Solutions from a "hold" rating to a "buy" rating in a research note on Friday, May 9th. UBS Group upped their target price on shares of Broadridge Financial Solutions from $250.00 to $280.00 and gave the stock a "neutral" rating in a research note on Friday, August 8th. Morgan Stanley upped their target price on shares of Broadridge Financial Solutions from $222.00 to $261.00 and gave the stock an "equal weight" rating in a research note on Wednesday, August 6th. Finally, Royal Bank Of Canada reiterated an "outperform" rating and issued a $259.00 target price on shares of Broadridge Financial Solutions in a research note on Monday, May 19th. Two equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company has a consensus rating of "Hold" and an average price target of $261.50.

Hedge Funds Weigh In On Broadridge Financial Solutions

Hedge funds and other institutional investors have recently made changes to their positions in the stock. NewSquare Capital LLC lifted its holdings in Broadridge Financial Solutions by 89.5% during the second quarter. NewSquare Capital LLC now owns 108 shares of the business services provider's stock valued at $26,000 after purchasing an additional 51 shares during the last quarter. ORG Partners LLC boosted its position in Broadridge Financial Solutions by 360.0% during the second quarter. ORG Partners LLC now owns 115 shares of the business services provider's stock worth $28,000 after purchasing an additional 90 shares during the period. Golden State Wealth Management LLC bought a new position in Broadridge Financial Solutions during the first quarter worth about $29,000. Bank of Jackson Hole Trust boosted its position in Broadridge Financial Solutions by 110.3% during the second quarter. Bank of Jackson Hole Trust now owns 122 shares of the business services provider's stock worth $30,000 after purchasing an additional 64 shares during the period. Finally, Caitong International Asset Management Co. Ltd boosted its position in Broadridge Financial Solutions by 85.1% during the second quarter. Caitong International Asset Management Co. Ltd now owns 124 shares of the business services provider's stock worth $30,000 after purchasing an additional 57 shares during the period. 90.03% of the stock is owned by hedge funds and other institutional investors.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan's 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027. McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan's 9th Congressional District. She declared candidacy for the 2026 election. Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor's degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

About Broadridge Financial Solutions

Broadridge Financial Solutions, Inc provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and distributes regulatory reports, class action, and corporate action/reorganization event information, as well as tax reporting solutions.