Broadridge Financial Solutions, Inc. (BR)

Broadridge's stock has increased 11.45% over the last 12 months, but was down 8.58% over the 30 days leading up to September 26, 2025. The company has consistently increased its dividend, with an 11% increase to $3.90 per share in fiscal year 2025, marking its 19th consecutive annual increase. Recent news includes an insider stock sale by Matlin Laura in November 2024, a minority investment in WealthFeed, and a partnership to offer end-to-end advisor lead generation in September 2025. Other recent acquisitions include iJoin and Signal, and the company participated in the Wolfe Research Wealth Symposium in November 2024.

Demand for Broadridge's products and services exhibits seasonality, with its regulated proxy and interim business generating a disproportionate amount of its net income during the fiscal third and fourth quarters, which align with the proxy season.

Broadridge Financial Solutions, Inc. is a global financial technology leader providing investor communications and technology-driven solutions to the financial services industry. It operates within the Technology sector, offering financial communication services, securities trade processing, data-driven fund solutions, and securities transaction lifecycle automation solutions. Broadridge is also involved in financial software and infrastructure for corporate governance, proxy and regulatory communications, investor communications, and hosts trading platforms. The company is integrating blockchain technology and AI-powered solutions to enhance security and streamline processes.

Broadridge Financial Solutions, Inc. has a global presence, with operations spanning North America, Europe, the Middle East, Africa, and Asia-Pacific. The majority of its net sales are generated in the United States (85.7%), followed by Europe (6.8%) and Canada (6.7%). The company is headquartered in Lake Success, New York, USA.

Broadridge has maintained a strong brand reputation, ranking #3 in the 2025 IDC FinTech Rankings Top 100 and receiving the Capital Markets Transformation Award in September 2025. Its AdvisorStream platform won for best Client Marketing & Prospecting platform in the 2024 WealthBriefing WealthTech Americas award. A study by Broadridge in September 2025 found that digital asset adoption is accelerating alongside distributed ledger technology implementation. Merck also selected Broadridge to transform its treasury operations with real-time account visibility.

Broadridge Financial Solutions, Inc. has significant institutional ownership, with approximately 74.97% of its stock held by institutional investors. Major institutional shareholders include Vanguard Group Inc, BlackRock, Inc., and State Street Corp. Individual investors hold about 11% of the shares, while insiders own less than 1%.