(BR) Broadridge Financial - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US11133T1034

BR: Investor, Communications, Proxy, Securities, Processing

Broadridge Financial Solutions, Inc. (NYSE:BR) is a leading provider of investor communications and technology-driven solutions for the financial services industry. The company specializes in streamlining processes for banks, broker-dealers, corporate issuers, and mutual funds through its Investor Communication Solutions segment. This segment manages proxy materials distribution, voting processes, regulatory reports, prospectuses, and tax reporting solutions. It also offers ProxyEdge, an electronic proxy delivery and voting platform, along with data-driven content management and omni-channel distribution solutions. Additionally, Broadridge provides mutual fund trade processing, SEC filing services, stock transfer and record-keeping, and customer communications solutions through its Broadridge Communications Cloud platform.

The companys Global Technology and Operations segment delivers end-to-end automation solutions for the transaction lifecycle of equity, mutual funds, fixed income, foreign exchange, and exchange-traded derivatives. This includes order capture, trade confirmation, margin management, cash management, clearing, settlement, reference data management, reconciliations, securities financing, and collateral management. Broadridge also offers business process outsourcing, portfolio management, compliance, fee billing, and operational support solutions. Its capital markets and wealth management solutions cater to the evolving needs of financial institutions. Founded in 1962 and headquartered in Lake Success, New York, Broadridge is a key player in the data processing and outsourced services sector.

3-Month Forecast: Based on the provided data, BR is currently trading at $228.08, below its 20-day and 50-day SMAs of $234.35 and $235.26, respectively, but above its 200-day SMA of $222.10. This indicates potential near-term weakness but underlying long-term strength. The average true range (ATR) of 6.80 suggests moderate volatility. With a forward P/E of 25.00 and a high RoE of 34.07%, the stock may attract investors seeking growth at a reasonable valuation. However, the current P/S ratio of 4.13 and P/B of 12.39 indicate premium pricing. Expect BR to test resistance near $234.35 in the short term, with downside support at $222.10.

Additional Sources for BR Stock

BR Stock Overview

Market Cap in USD 27,297m
Sector Technology
Industry Information Technology Services
GiC Sub-Industry Data Processing & Outsourced Services
IPO / Inception 2007-04-02

BR Stock Ratings

Growth Rating 81.5
Fundamental 60.9
Dividend Rating 64.5
Rel. Strength 17.6
Analysts 3.33/5
Fair Price Momentum 251.51 USD
Fair Price DCF 206.48 USD

BR Dividends

Dividend Yield 12m 1.51%
Yield on Cost 5y 3.14%
Annual Growth 5y 8.54%
Payout Consistency 100.0%

BR Growth Ratios

Growth Correlation 3m -26.9%
Growth Correlation 12m 91.7%
Growth Correlation 5y 82.1%
CAGR 5y 16.56%
CAGR/Max DD 5y 0.61
Sharpe Ratio 12m 1.59
Alpha 18.02
Beta 0.571
Volatility 34.02%
Current Volume 570.8k
Average Volume 20d 552.3k
What is the price of BR stocks?
As of May 09, 2025, the stock is trading at USD 236.00 with a total of 570,830 shares traded.
Over the past week, the price has changed by +3.50%, over one month by +8.65%, over three months by -2.23% and over the past year by +25.90%.
Is Broadridge Financial a good stock to buy?
Yes, based on ValueRay Fundamental Analyses, Broadridge Financial (NYSE:BR) is currently (May 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 60.86 and therefor a positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BR as of May 2025 is 251.51. This means that BR is currently overvalued and has a potential downside of 6.57%.
Is BR a buy, sell or hold?
Broadridge Financial has received a consensus analysts rating of 3.33. Therefor, it is recommend to hold BR.
  • Strong Buy: 0
  • Buy: 3
  • Hold: 6
  • Sell: 0
  • Strong Sell: 0
What are the forecast for BR stock price target?
According to ValueRays Forecast Model, BR Broadridge Financial will be worth about 276.5 in May 2026. The stock is currently trading at 236.00. This means that the stock has a potential upside of +17.17%.
Issuer Forecast Upside
Wallstreet Target Price 244 3.4%
Analysts Target Price 244 3.4%
ValueRay Target Price 276.5 17.2%