Broadridge Financial Solutions, Inc. (BR)

Broadridge's stock price has experienced movements over the past six months, gaining 5.3% over the past 52 weeks. A significant event was the surge of 6.8% in Broadridge's stock price following the release of its better-than-expected Q4 results on August 5, 2025. The company is expected to announce its first-quarter results before the market opens on November 4, 2025.

Demand for Broadridge's products and services is not explicitly described as having strict calendar-based seasonality. Instead, its revenue growth is primarily driven by factors such as equity position growth, mutual fund/ETF position growth, higher trading volumes, and net new business. The ongoing digitization of financial services and the need for regulatory compliance are significant drivers of demand for Broadridge's solutions.

Broadridge Financial Solutions, Inc. is a global Fintech company offering technology-driven solutions to the financial services industry. Its core business enables corporate governance, powers capital markets, and facilitates growth in wealth and investment management. The company provides investor communication solutions, including the distribution of financial documents and proxy voting management. It also offers global technology and operations solutions that automate the transaction lifecycle for various asset classes. Additionally, Broadridge provides data and analytics solutions to help financial institutions make informed decisions.

Broadridge Financial Solutions has a significant global presence with solutions covering over 35 markets. The majority of its net sales are concentrated in the United States, followed by Europe and Canada. The company employs approximately 14,000 associates spanning 21 countries.

Broadridge has maintained a strong brand reputation over the past year, characterized by innovation and operational leadership in asset servicing. The company has received accolades such as the "Capital Markets Transformation Award" and recognition for its AdvisorStream platform. Recent events contributing to its reputation include expanding partnerships and releasing a whitepaper highlighting the shift of tokenization from theory to practice in financial services.

Institutional investors and hedge funds hold a substantial portion of Broadridge Financial Solutions' stock, owning 90.03% of the company's shares. Major institutional owners include Vanguard Group Inc. and Ameriprise Financial Inc., which significantly increased its holdings in the first quarter of 2025. CEO Timothy C. Gokey sold 5,674 shares in August 2025, after which he directly owned 143,285 shares in the company.