Key facts, as of
As of September 29, 2026, Broadridge Financial (BR) trades at $160.95, down 32.3% over the past year. Its 52-week range runs from $133.83 to $238.73; the price is 32.6% below that high. It sits 6.5% below its 200-day average of $172.17, the usual sign of a long-term downtrend. Its 30-day volatility is 24.0% annualized, which we rate medium risk. It has a trailing P/E of 16.8 and a dividend yield of 2.68%.
Cite: Portfolio Terminal, "Broadridge Financial (BR) stock analysis", 2026-09-29. https://portfolio-terminal.com/analyse/br
Where it trades today
trading 26% of the way up its 52-week range
How the price has moved
What to weigh before acting
What Matters Now
- Order-book quality, backlog conversion, and operating leverage usually tell you more than a single quarter of revenue growth.
- BR is valued near its sector range at 16.8x earnings versus 18.5x for peers, so the next move likely needs a real earnings or guidance catalyst.
- BR carries a beta of 0.91, which means the stock should be judged on how it affects total portfolio swings, not just on standalone upside.
- BR remains in a bearish short-term trend and sits 32.6% below its high, which raises the bar for any thesis that depends on fast multiple expansion.
Portfolio Use Case
- BR is more relevant for investors who want some income support alongside price appreciation, not just pure growth exposure.
- The beta profile suggests it can fit a quality or lower-volatility sleeve more naturally than a high-octane tactical basket.
- This page is most useful for deciding whether the stock deserves a permanent slot in the portfolio or just a place on the watchlist.
What Would Change the View
- A recovery in price alone would not be enough to improve the view; the thesis needs confirmation from improving business or valuation signals.
- Volatility is already above the sector norm, so even a correct long-term thesis can be painful if the position size is too aggressive.
- The view would need revisiting if peers such as CAT, HON start winning the marginal flow or posting cleaner operating momentum.
Methodology
- Price, market cap, beta, yield, and liquidity fields for BR come from Yahoo Finance quote and summary data.
- 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
- Sector context uses stored benchmark averages for Industrials so each page compares the ticker against a stable peer baseline rather than against the whole market.
- Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as CAT, HON.
Sources
- Yahoo Finance quote dataopen →
Live quote, valuation, beta, yield, and volume fields used for BR. Last refresh: Sep 29, 2026, 10:33 PM.
- Portfolio Terminal methodologyopen →
Explains how analytics, refresh cadence, and portfolio interpretation work across the product.
- Peer set and coverage context
Comparative context for this page is anchored around nearby tracked names such as CAT, HON.
What Broadridge Financial does
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; provides fund manager; and various other regulatory communication solutions. The segment also offers ProxyEdge, an institutional voting platform that allows institutional investors to view, manage, and vote multi-custodial holdings, as well as third party vote recommendations; data-driven analytics solutions; international corporate…
Employees
16,000
Industry
Information Technology Services
Headquarters
Lake Success, United States
What analysts expect
BR carries a buy consensus from 8 analysts, with an average price target of $213.38 versus $160.95 today (+32.6%). Targets are estimates and can move quickly after earnings.
Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.
How the business is doing
BR generated $7.48B in trailing revenue (7.5% year over year), with a 15.0% net margin, and $1.19B of free cash flow, against $3.12B of net debt.
The numbers, year by year
| Fiscal year | Revenue | Gross profit | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|---|
| 2026 | $7.48B | $2.38B | $1.30B | $1.12B | $9.67 | $1.23B |
| 2025 | $6.89B | $2.14B | $1.19B | $839.50M | $7.17 | $1.06B |
| 2024 | $6.51B | $1.93B | $1.02B | $698.10M | $5.93 | $943.20M |
| 2023 | $6.06B | $1.79B | $936.40M | $630.60M | $5.36 | $748.10M |
When it reports next
Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.
How it sits in industrials
Manufacturing, aerospace, defense, and infrastructure companies.
The companies it competes with
BR beside the industrials names it is usually measured against.
What the chart is saying
In a downtrend, with $149.58 the next floor.
downtrend- Price is 3.9% below its 50-day average and 6.5% below its 200-day.
- RSI at 38 is neither stretched nor washed out.
- The nearest ceiling is $164.53 (+2.2%), the nearest floor $149.58 (-7.1%).
A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.
Questions people ask about it
Is BR a good buy right now?
Broadridge Financial trades at 16.8x earnings. This is near market average. Current risk level is Medium based on 24.0% volatility.
Does BR pay dividends?
Yes, Broadridge Financial offers a dividend yield of 2.68%. That is roughly $4.31 per share a year.
How volatile is BR?
With 30-day annualized volatility of 24.0% and beta of 0.91, BR is classified as Medium risk. The stock tends to be more stable than the market average.
What is the analyst price target for BR?
The average analyst price target for Broadridge Financial (BR) is $213.38 based on 8 analyst estimates, about 32.6% above the current price of $160.95. The published range runs from $176.00 to $250.00.
How much revenue does BR generate?
Broadridge Financial reported $7.48B in trailing twelve-month revenue. Revenue growth is running at 7.5% year over year. Net margin sits at 15.0%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.
Compare BR with anything
Five years side by side: what $10,000 became, how far each fell, whether they move together.