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NYSE · Industrials

BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR)

As-reported financials and SEC filings for BROADRIDGE FINANCIAL SOLUTIONS, INC. The latest annual period is FY2026. The latest reported quarter is Q4 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About BROADRIDGE FINANCIAL SOLUTIONS, INC.

Broadridge Financial Solutions, Inc. provides technology-driven solutions for financial services firms including banks, broker-dealers, asset managers, and public companies. Its main services include investor communication solutions such as proxy materials distribution, voting services, and regulatory communications, as well as data-driven fund solutions that support asset management and retirement service providers. The company serves institutional investors, corporate issuers, mutual funds, and financial intermediaries globally.

Snapshot

Revenue
$7.48B
Revenue growth (YoY)
8.5%
Net income
$1.12B
Diluted EPS
$9.60
Gross margin
31.8%
Operating margin
17.4%
Net margin
15.0%
FCF margin
17.1%
ROE
39.6%
net income / fiscal-year-end equity
P/E
19.0×
trailing when available, otherwise FY EPS
Market cap
$20.80B
Long-term debt / equity
1.15×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended June 30, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Broadridge Financial Solutions

  • Revenue grew 8.5% to $7.5B in FY2026, faster than the 5.9% the year before.
  • Operating margin is 17.4% in FY2026, +4.1 pp against 13.3% in FY2022.
  • Most recent quarter Q4 FY2026: revenue $2.2B, up 7.5% from Q4 FY2025.
  • Free cash flow was $1.3B in FY2026, 17.1% of revenue.
  • Net income rose 33.9% to $1.1B in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Broadridge Financial Solutions’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin31.8%
58th percentile of 466
Operating margin17.4%
84th percentile of 605
Net margin15.0%
86th percentile of 645
FCF margin17.1%
89th percentile of 562
Revenue growth (YoY)+8.5%
63rd percentile of 668
ROE39.6%
95th percentile of 600
P/E19.0×
36th percentile of 434
Long-term debt / equity1.15×
80th percentile of 409
Short interest2.18d
31st percentile of 676

Broadridge Financial Solutions’s return on equity of 39.6% ranks in the 95th percentile of the 600 Industrials companies reporting it. Broadridge Financial Solutions’s FCF margin of 17.1% ranks in the 89th percentile of the 562 Industrials companies reporting it. Broadridge Financial Solutions’s net margin of 15.0% ranks in the 86th percentile of the 645 Industrials companies reporting it.

No reported insider purchases (code P) in the last 90 days; 1 insider sale totaling $304,720. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 3 of the superinvestors we track (plus 5 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
3
+5 quant / multi-strat
Initiated / added
8
3 new, 5 added
Reduced / exited
0
0 trimmed, 0 exited
Combined position
$840.0M
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$229.0M1.7MAdded
Two Sigma InvestmentsquantQ2 2026$204.7M1.5MAdded
Millennium ManagementquantQ2 2026$132.6M968.4KAdded
Citadel AdvisorsquantQ2 2026$124.1M906.1KAdded
Yacktman Asset ManagementQ2 2026$120.3M878.5KNew
Gotham Asset ManagementQ2 2026$23.5M171.7KAdded
Bridgewater AssociatesQ2 2026$4.9M35.8KNew
D. E. ShawquantQ2 2026$846,2146.2KNew

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
1
$305K
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-06-04
filed 2026-06-05
Jarkowski Hope M.Chief Legal OfficerSell2.0K$155.00$305K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
3.3M
settled 2026-08-14
Change vs prior
-15.4%
vs previous settlement
Days to cover
2.18
at avg daily volume
Avg daily volume
1.5M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-143.3M-15.4%2.18
2026-07-313.9M-2.2%4.21
2026-07-154.0M-1.7%3.99
2026-06-304.1M+6.6%1.87
2026-06-153.8M+13.7%2.91
2026-05-293.4M+6.7%2.17
2026-05-153.2M-1.0%1.85
2026-04-303.2M-3.1%2.72

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$7.48B$6.89B$6.51B$6.06B$5.71B
Gross profit$2.38B$2.14B$1.93B$1.79B$1.59B
Operating income$1.30B$1.19B$1.02B$936.4M$759.9M
Net income$1.12B$839.5M$698.1M$630.6M$539.1M
Diluted EPS$9.60$7.10$5.86$5.30$4.55

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$1.35B$1.17B$1.06B$823.3M$443.5M
Capital expenditure$67.2M$43.8M$57.4M$38.4M$29.0M
Free cash flow$1.28B$1.13B$998.8M$784.9M$414.5M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q4 FY2026$2.22B7.5%$398.1M$3.44
Q3 FY2026$1.95B7.8%$276.3M$2.36
Q2 FY2026$1.71B7.8%$284.6M$2.42
Q1 FY2026$1.59B11.7%$165.4M$1.40
Q4 FY2025$2.07B6.2%$374.2M$3.16
Q3 FY2025$1.81B4.9%$243.1M$2.05
Q2 FY2025$1.59B13.1%$142.4M$1.20
Q1 FY2025$1.42B-0.6%$79.8M$0.68

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorIndustrials
SIC industryServices-Business Services, NEC
Latest annual periodFY2026 (ended June 30, 2026)
Latest reported quarterQ4 FY2026 (ended June 30, 2026)
Oldest indexed filing2020
SEC CIK1383312

Selected SEC filings

10-K2026-08-04
View on EDGAR →
10-Q2026-04-30
View on EDGAR →
8-K2026-08-04
View on EDGAR →
8-K2026-06-10
View on EDGAR →
8-K2026-05-21
View on EDGAR →
8-K2026-05-15
View on EDGAR →

Largest Industrials peers

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.