Broadridge Financial Solutions, Inc. $BR Shares Sold by Navera Investment Management Ltd.

Navera Investment Management Ltd. lowered its stake in shares of Broadridge Financial Solutions, Inc. (NYSE:BR) by 1.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,109,355 shares of the business services provider’s stock after selling 11,634 shares during the period. Broadridge Financial Solutions makes up 5.1% of Navera Investment Management Ltd.’s investment portfolio, making the stock its 10th biggest holding. Navera Investment Management Ltd. owned about 0.95% of Broadridge Financial Solutions worth $264,118,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. First Horizon Corp bought a new stake in Broadridge Financial Solutions during the 3rd quarter valued at $25,000. NewSquare Capital LLC grew its holdings in shares of 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 buying an additional 51 shares during the last quarter. ORG Partners LLC increased its position in shares of 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 acquiring an additional 90 shares in the last quarter. Bank of Jackson Hole Trust lifted its position in Broadridge Financial Solutions by 110.3% in the 2nd quarter. Bank of Jackson Hole Trust now owns 122 shares of the business services provider’s stock valued at $30,000 after acquiring an additional 64 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd raised its stake in shares of Broadridge Financial Solutions by 85.1% in 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 last quarter. Institutional investors own 90.03% of the company’s stock.

Broadridge Financial Solutions Stock Down 0.2%

Shares of NYSE BR opened at $218.83 on Friday. The company has a quick ratio of 0.93, a current ratio of 0.93 and a debt-to-equity ratio of 1.06. The company has a market cap of $25.54 billion, a P/E ratio of 28.02 and a beta of 0.99. Broadridge Financial Solutions, Inc. has a 52 week low of $212.33 and a 52 week high of $271.91. The business has a 50-day simple moving average of $225.80 and a two-hundred day simple moving average of $237.07.

Broadridge Financial Solutions (NYSE:BR) last announced its quarterly earnings results on Tuesday, November 4th. The business services provider reported $1.51 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.19 by $0.32. The firm had revenue of $1.59 billion for the quarter, compared to the consensus estimate of $1.54 billion. Broadridge Financial Solutions had a net margin of 13.11% and a return on equity of 43.28%. Broadridge Financial Solutions has set its FY 2026 guidance at 9.230-9.580 EPS. Research analysts anticipate that Broadridge Financial Solutions, Inc. will post 8.53 earnings per share for the current fiscal year.

Broadridge Financial Solutions Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, January 5th. Stockholders of record on Friday, December 12th were given a dividend of $0.975 per share. This represents a $3.90 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Friday, December 12th. Broadridge Financial Solutions’s payout ratio is 49.94%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on BR shares. Wall Street Zen upgraded Broadridge Financial Solutions from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Broadridge Financial Solutions in a research report on Monday, December 29th. UBS Group cut their price objective on Broadridge Financial Solutions from $280.00 to $250.00 and set a “neutral” rating on the stock in a research report on Thursday, November 13th. DA Davidson reaffirmed a “neutral” rating and set a $240.00 target price on shares of Broadridge Financial Solutions in a research report on Tuesday, October 28th. Finally, Morgan Stanley cut their price target on shares of Broadridge Financial Solutions from $261.00 to $256.00 and set an “equal weight” rating on the stock in a report on Wednesday, November 5th. Three analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $259.83.

Insiders Place Their Bets

In other Broadridge Financial Solutions news, VP Thomas P. Carey sold 10,214 shares of the company’s stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $229.26, for a total value of $2,341,661.64. Following the transaction, the vice president directly owned 6,026 shares in the company, valued at $1,381,520.76. This represents a 62.89% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, President Christopher John Perry sold 3,984 shares of Broadridge Financial Solutions stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $226.00, for a total value of $900,384.00. Following the sale, the president owned 44,829 shares of the company’s stock, valued at approximately $10,131,354. This trade represents a 8.16% decrease in their position. The SEC filing for this sale provides additional information. 1.10% of the stock is owned by insiders.

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.