broadridge financial solutions, inc. is the leading provider of investor communications and technology-driven solutions for wealth management, asset management and capital markets firms. we help drive operational excellence to manage risk, accelerate growth and deliver real business value. our combination of people, technology and insights makes us an industry leader and the preferred partner for financial institutions and corporate issuers worldwide. because of our unique vantage point, working with institutions and regulators across the financial services landscape, the industry increasingly looks to broadridge to identify key industry trends, best practices and insights. looking ahead, we will deliver unique value to our clients by helping them address three disruptive trends: digitization of communications; mutualization of capabilities; and, rapidly evolving data and analytics (big data). contact us to learn more.
![Broadridge Financial Solutions logo](/files/LOGO/1383312-BR.png)
Company profile
Ticker
BR
Exchange
Website
CEO
Timothy C. Gokey
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
BROADRIDGE FINANCIAL SOLUTIONS, LLC, BSG LLC
SEC CIK
Corporate docs
Subsidiaries
Access Data Corp. • ActivePath Solutions Ltd. • AdvisorStream Ltd. • BFILS US Credit LLC • Bonaire Software Solutions, LLC • Broadridge Analytics Solutions Limited • Broadridge Asia Pacific Limited • Broadridge (Australia) Pty. Ltd. • Broadridge BPO Holding LLC • Broadridge Business Process Outsourcing, LLC ...
BR stock data
Latest filings (excl ownership)
8-K
Broadridge Announces CFO Transition
4 Jun 24
8-K
Regulation FD Disclosure
17 May 24
8-K
Broadridge Declares Quarterly Dividend of $0.80 Per Share
16 May 24
10-Q
2024 Q3
Quarterly report
8 May 24
8-K
Broadridge Reports Third Quarter Fiscal 2024 Results
8 May 24
8-K/A
Regulation FD Disclosure
29 Feb 24
8-K
Regulation FD Disclosure
28 Feb 24
8-K
Broadridge Declares Quarterly Dividend of $0.80 Per Share
16 Feb 24
8-K
Broadridge Reports Second Quarter Fiscal 2024 Results
1 Feb 24
8-K
Broadridge Highlights Path for Sustainable Long-term Growth
7 Dec 23
Transcripts
BR
Earnings call transcript
2024 Q3
8 May 24
BR
Earnings call transcript
2024 Q2
1 Feb 24
BR
Earnings call transcript
2024 Q1
2 Nov 23
BR
Earnings call transcript
2023 Q4
8 Aug 23
BR
Earnings call transcript
2023 Q4
8 Aug 23
BR
Earnings call transcript
2023 Q3
2 May 23
BR
Earnings call transcript
2023 Q2
2 Feb 23
BR
Earnings call transcript
2023 Q1
2 Nov 22
BR
Earnings call transcript
2022 Q4
12 Aug 22
BR
Earnings call transcript
2022 Q3
3 May 22
Financial summary
Quarter (USD) | Mar 24 | Sep 23 | Jun 23 | Mar 23 | |
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Diluted EPS |
Annual (USD) | Jun 23 | Jun 22 | Jun 21 | Jun 20 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 235.60 mm | 235.60 mm | 235.60 mm | 235.60 mm | 235.60 mm | 235.60 mm |
Cash burn (monthly) | (no burn) | 3.70 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 14.30 mm | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 221.30 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 59.8 | n/a | n/a | n/a | n/a |
Institutional ownership, Q1 2024
86.6% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 887 |
Opened positions | 232 |
Closed positions | 71 |
Increased positions | 282 |
Reduced positions | 248 |
13F shares | Current |
---|---|
Total value | 18.65 tn |
Total shares | 102.37 mm |
Total puts | 116.70 k |
Total calls | 51.00 k |
Total put/call ratio | 2.3 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 13.99 mm | $2.87 tn |
BLK Blackrock | 9.72 mm | $1.99 tn |
MS Morgan Stanley | 6.02 mm | $1.23 tn |
STT State Street | 4.88 mm | $1.00 tn |
T. Rowe Price | 4.17 mm | $853.90 mm |
APG Asset Management | 4.01 mm | $761.24 bn |
JHG Janus Henderson | 3.28 mm | $670.99 bn |
Capital International Investors | 3.06 mm | $627.28 bn |
Geode Capital Management | 2.86 mm | $585.40 bn |
T. Rowe Price Investment Management | 2.65 mm | $542.90 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
5 Jul 24 | Zavery Amit | Common Stock | Grant | Acquire A | No | No | 0 | 11 | 0.00 | 6,635 |
5 Jul 24 | Zavery Amit | Common Stock | Grant | Acquire A | No | No | 0 | 13 | 0.00 | 6,624 |
5 Jul 24 | Annette L. Nazareth | Common Stock | Grant | Acquire A | No | No | 0 | 6 | 0.00 | 3,658 |
5 Jul 24 | Annette L. Nazareth | Common Stock | Grant | Acquire A | No | No | 0 | 7 | 0.00 | 3,652 |
5 Jul 24 | Eileen K Murray | Common Stock | Grant | Acquire A | No | No | 0 | 3 | 0.00 | 2,181 |
5 Jul 24 | Eileen K Murray | Common Stock | Grant | Acquire A | No | No | 0 | 4 | 0.00 | 2,178 |
5 Jul 24 | Markus Maura A. | Common Stock | Grant | Acquire A | No | No | 0 | 14 | 0.00 | 24,964.102 |
5 Jul 24 | Markus Maura A. | Common Stock | Grant | Acquire A | No | No | 0 | 52 | 0.00 | 24,950.102 |
5 Jul 24 | Keller Brett | Common Stock | Grant | Acquire A | No | No | 0 | 13 | 0.00 | 11,288 |
5 Jul 24 | Keller Brett | Common Stock | Grant | Acquire A | No | No | 0 | 30 | 0.00 | 11,275 |
News
(BR) - Analyzing Broadridge Financial Soln's Short Interest
8 Jul 24
Broadridge Stock Up 21% in a Year: What Should You Know?
3 Jul 24
Looking Into Broadridge Financial Soln's Recent Short Interest
14 Jun 24
DA Davidson Reiterates Neutral on Broadridge Financial Soln, Maintains $185 Price Target
11 Jun 24
Broadridge Announces Edmund Reese, CFO, Will Be Stepping Down From His Role, Effective June 30, 2024, Ashima Ghei Will Serve As Interim CFO
4 Jun 24
Press releases
Broadridge Schedules Webcast and Conference Call to Review Fourth Quarter and Fiscal Year 2024 Results on August 6, 2024
24 Jul 24
AmInvestment Bank Enhances Securities Finance Services with Broadridge to Boost Client Value
18 Jul 24
Broadridge Named a Luminary in Reconciliation Systems by Celent
10 Jul 24
Transaction Network Services to Provide Order Routing and Market Data for Broadridge's Global Futures and Options Platform
17 Jun 24
Roz Smith Named Chief Operating Officer of Broadridge International
11 Jun 24