Broadridge Financial Solutions (BR)

Access Data Corp. • ActivePath Solutions Ltd. • AdvisorStream Ltd. • Advisor Target LLC • Advisor Intent Data LLC • BFILS US Credit LLC • Bonaire Software Solutions, LLC • Broadridge Analytics Solutions Limited • Broadridge Asia Pacific Limited • Broadridge (Australia) Pty. Ltd. ...

BR stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$241.00

Low target

$215.00

High target

$260.00

Latest filings (excl ownership)

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8-K

Regulation FD Disclosure

10 Feb 25

8-K

Amendments to Articles of Incorporation or Bylaws

5 Feb 25

8-K

Broadridge Declares Quarterly Dividend of $0.88 Per Share

31 Jan 25

Broadridge Reports Second Quarter Fiscal 2025 Results

31 Jan 25

8-K

Broadridge Appoints Ashima Ghei as Chief Financial Officer

16 Dec 24

8-K

Entry into a Material Definitive Agreement

12 Dec 24

8-K

Submission of Matters to a Vote of Security Holders

15 Nov 24

8-K

Broadridge Declares Quarterly Dividend of $0.88 Per Share

14 Nov 24

8-K

Regulation FD Disclosure

12 Nov 24

Transcripts

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Earnings call transcript

2025 Q2

31 Jan 25

Earnings call transcript

2025 Q1

5 Nov 24

Earnings call transcript

2024 Q4

6 Aug 24

Earnings call transcript

2024 Q3

8 May 24

Earnings call transcript

2024 Q2

1 Feb 24

Earnings call transcript

2024 Q1

2 Nov 23

Earnings call transcript

2023 Q4

8 Aug 23

Earnings call transcript

2023 Q4

8 Aug 23

Earnings call transcript

2023 Q3

2 May 23

Earnings call transcript

2023 Q2

2 Feb 23

Latest ownership filings

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Robert N Duelks

28 Feb 25

144

Notice of proposed sale of securities

27 Feb 25

144

Notice of proposed sale of securities

Notice of proposed sale of securities

CHRISTOPHER JOHN PERRY

Financial summary

Financial statements Chart BR financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jun 24	Jun 23	Jun 22	Jun 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
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)	289.90 mm	289.90 mm	289.90 mm	289.90 mm	289.90 mm	289.90 mm
Cash burn (monthly)	966.67 k	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	2.01 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	287.89 mm	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	297.8	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

BR institutional ownership history Ownership history

87.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	1016	990	+2.6%
Opened positions	122	134	-9.0%
Closed positions	96	57	+68.4%
Increased positions	376	351	+7.1%
Reduced positions	335	344	-2.6%

13F shares	Current	Prev Q	Change
Total value	21.00 tn	20.15 tn	+4.2%
Total shares	102.66 mm	102.76 mm	-0.1%
Total puts	22.40 k	29.40 k	-23.8%
Total calls	48.20 k	170.70 k	-71.8%
Total put/call ratio	0.5	0.2	+169.8%

Largest owners	Shares	Value	Change
Vanguard	14.29 mm	$3.23 tn	+0.5%
BlackRock	10.53 mm	$2.38 tn	+2.6%
STT State Street	5.53 mm	$1.26 tn	+6.8%
MS Morgan Stanley	5.16 mm	$1.17 tn	-3.6%
T. Rowe Price	3.56 mm	$804.95 mm	+50.0%
JHG Janus Henderson	3.18 mm	$719.16 bn	-1.7%
Geode Capital Management	3.04 mm	$684.97 bn	+1.2%
T. Rowe Price Investment Management	2.50 mm	$564.19 mm	-6.3%
Capital International Investors	1.93 mm	$436.37 bn	-29.8%
APG Asset Management	1.67 mm	$364.93 bn	-39.5%

Largest transactions	Shares	Bought/sold	Change
T. Rowe Price	3.56 mm	+1.19 mm	+50.0%
APG Asset Management	1.67 mm	-1.09 mm	-39.5%
Capital International Investors	1.93 mm	-821.20 k	-29.8%
Norges Bank	472.84 k	+472.84 k	NEW
RJF Raymond James Financial	462.05 k	+462.05 k	NEW
Raymond James & Associates	0.00	-404.83 k	EXIT
CI Private Wealth	437.17 k	+392.70 k	+882.9%
Ensemble Capital Management	0.00	-380.92 k	EXIT
STT State Street	5.53 mm	+351.75 k	+6.8%
NTRS Northern Trust	1.60 mm	+314.32 k	+24.4%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

BR insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
27 Feb 25	Robert N Duelks	Common Stock	Sell	Dispose S	Yes	No	237.9286	485	115.40 k	4,960
26 Feb 25	Robert N Duelks	Common Stock	Sell	Dispose S	No	No	237.1532	3,141	744.90 k	26,510
26 Feb 25	Robert N Duelks	Common Stock	Sell	Dispose S	No	No	237.1532	2,690	637.94 k	29,651
26 Feb 25	Robert N Duelks	Common Stock	Sell	Dispose S	No	No	237.1532	2,574	610.43 k	32,341
26 Feb 25	Robert N Duelks	Common Stock	Option exercise	Acquire M	No	No	88.66	4,107	364.13 k	34,915
26 Feb 25	Robert N Duelks	Common Stock	Option exercise	Acquire M	No	No	64.89	4,753	308.42 k	30,808
26 Feb 25	Robert N Duelks	Common Stock	Option exercise	Acquire M	No	No	56.37	5,771	325.31 k	26,055
26 Feb 25	Robert N Duelks	Stock Option Common Stock	Option exercise	Dispose M	No	No	64.89	4,753	308.42 k	0
26 Feb 25	Robert N Duelks	Stock Option Common Stock	Option exercise	Dispose M	No	No	88.66	4,107	364.13 k	0
26 Feb 25	Robert N Duelks	Stock Option Common Stock	Option exercise	Dispose M	No	No	56.37	5,771	325.31 k	0