BR — Broadridge Financial Solutions Inc

✨ Hidden Gem

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates BR Bearish with a Setup Score of 26, net conviction 35, actionability 20. How the Setup Score works →

Total Setup Score26
Directional BiasBearish
Net Conviction35
Actionability20 (in range)

Key signals behind this score

About Broadridge Financial Solutions Inc

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; provides fund manager; and various other regulatory communication solutions. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$184.82
Market Cap$20.35B
Float113.5M
Shares Outstanding114.0M
P/E (Forward)16.64
P/E (TTM)18.35
Price/Sales (TTM)2.72
vs. Analyst Target+15.4% to analyst PT
Profit Margin15.04%
Operating Margin (TTM)24.61%
Revenue (TTM)$7.48B
Earnings Growth (YoY)8.40%
Dividend Rate4.4%
Analyst Target Price$213.25 (10 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2021 $4.99B $548M $1.42B $1.01B
2022 $5.71B $539M $1.59B $1.22B
2023 $6.06B $631M $1.79B $1.36B
2024 $6.51B $698M $1.93B $1.51B
2025 $6.89B $840M $2.14B $1.69B
2026 $7.48B $1.12B $2.38B $1.30B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $1.59B $165M
Dec 2025 $1.71B $285M
Mar 2026 $1.95B $276M
Jun 2026 $2.22B $398M

Ownership & Float

Insider Ownership0.5%
Institutional Ownership97.7%
Short Float3.5%
% of All Funds Holding11.44%
Number of Funds Holding1,006

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$158.66Near-term / short-term trend
Weekly40-Week SMA$176.05Medium-term trend
Weekly80-Week SMA$207.53Cyclical trend (business cycle)
Weekly200-Week SMA$194.51Secular trend (multi-year)
Monthly10-Month SMA$178.01Near-term monthly trend
Monthly20-Month SMA$209.60Medium-term monthly trend
Monthly40-Month SMA$203.16Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$197.00 resistance 2.07x 5 months ago
$223.00 resistance 1.17x 6 months ago
$236.00 resistance 1.05x 9 months ago
$254.00 resistance 1.14x 10 months ago

Historical Earnings Reactions (78 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.09% 0.00% 48.72% 3.15% -4.26%
1 Day 0.09% 0.31% 58.97% 6.38% -4.23%
1 Week 0.60% 0.90% 58.97% 9.38% -13.21%
2 Weeks 0.91% 1.87% 58.97% 12.36% -20.80%
1 Month 1.51% 1.65% 61.04% 18.81% -20.97%

Next earnings: October 23, 2026 (57 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan0.1%52.6%19
Feb0.0%57.9%19
Mar1.6%63.2%19
Apr2.4%60.0%20
May1.5%75.0%20
Jun-0.2%50.0%20
Jul3.2%65.0%20
Aug4.3%73.7%19
Sep-2.5%31.6%19
Oct0.5%57.9%19
Nov2.1%63.2%19
Dec0.7%52.6%19

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.03% 51.6% 919
Tuesday 0.15% 52.0% 1004
Wednesday 0.01% 50.2% 1002
Thursday 0.07% 52.0% 983
Friday 0.10% 53.3% 978

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 97.7%

Insider Transactions — Smart Summary

Total insider ownership: 0.5%

12-Month Insider Activity Summary

Total Filings9
Net Value-$2.7M
Net Shares Change-7,307
% of Float-0.0%
C-Suite Filings5
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Carey Thomas P Corporate VP -$1.1M 1 1 sell
PERRY CHRISTOPHER JOHN President -$900,384 1 1 sell
Gokey Timothy C CEO -$435,215.754 2 1 buy
Jarkowski Hope M. Chief Legal Officer -$304,720.17 1 1 sell
Duelks Robert N -$183,494.61 3 3 sell
Markus Maura A. +$9,436.8 1 1 buy

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-08-11 Markus Maura A. +$9,436.8 Transaction at $157.28, now +17.5%
2026-03-09 Gokey Timothy C CEO +$1.0M Transaction at $194.49, now -5.0%
2026-06-05 Jarkowski Hope M. Chief Legal Officer -$304,720.17 Transaction at $155.00, now +19.2%
2025-11-18 PERRY CHRISTOPHER JOHN President -$900,384 Transaction at $226.00, now -18.2%
2025-12-04 Carey Thomas P Corporate VP -$1.1M Transaction at $177.56, now +4.1%
2026-02-25 Duelks Robert N -$86,039.01 Transaction at $177.03, now +4.4%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Broadridge Financial Solutions Inc (BR) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for BR on Trend Edge →