Broadridge Financial Solutions, Inc. (BR)

Broadridge's stock has seen an increase in the past six months. As of June 26, 2025, the closing share price was $239.17, up 19.33% over the past 12 months. Key events impacting the stock price include strong financial performance, a dividend increase in October 2024, strategic global agreements, integration with TNS, a partnership for sustainability data management, and analyst ratings.

Demand for Broadridge's products and services exhibits seasonality, particularly in its Investor Communication Solutions segment. A disproportionate amount of its net income from its regulated proxy and interim business comes from its fiscal third and fourth quarters, which align with the proxy season. Increased interest from individual investors has translated into increased business for Broadridge. The company's virtual shareholder meeting (VSM) services also saw a significant increase in demand.

Broadridge Financial Solutions, Inc. is a global Fintech leader providing technology-driven solutions to the financial services industry. The company's services are designed to streamline operations, enhance client engagement, and drive business growth. These include investor communications, securities processing, data and analytics solutions, financial software and infrastructure, wealth management solutions, customer communication solutions, and sustainability data management and reporting platforms.

Broadridge Financial Solutions has a significant global presence, operating in over 90 countries and employing over 14,000 associates in 21 countries. Its net sales are geographically distributed, with the United States accounting for 86.8%, Europe for 6.5%, Canada for 6%, and other regions for 0.7%. The company has operations across North America, Europe, and Asia-Pacific.

Broadridge Financial Solutions has maintained a strong brand reputation, evidenced by being named to FORTUNE's World's Most Admired Companies list for the 11th time in 2025. The company has been consistently listed on the IDC FinTech Rankings for 10 consecutive years and has achieved the Highest Leader Position in Market Impact for Wealth Management Products by Everest Group. Broadridge has been certified as a Great Place to Work across 15 countries. In 2024, Broadridge earned the highest rank of Luminary in Reconciliation Systems and its AdvisorStream won for best Client Marketing & Prospecting platform in the 2024 WealthBriefing WealthTech Americas award. Broadridge conducts an annual Fund Brand 50 (FB50) research study.

Broadridge Financial Solutions is primarily owned by institutional shareholders, who hold 88.99% of the company's shares. Individual insiders own 1.41%, and retail investors hold 9.60%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp.