Quantbot Technologies LP Makes New Investment in Broadridge Financial Solutions, Inc. $BR

23 Aug 2026, 06:11 by Teresa Graham · The Cerbat Gem

Quantbot Technologies LP bought a new stake in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 50,343 shares of the business services provider’s stock, valued at approximately $6,894,000.

Other large investors have also modified their holdings of the company. Reflection Asset Management purchased a new position in shares of Broadridge Financial Solutions during the 4th quarter worth $25,000. Nemes Rush Group LLC purchased a new stake in Broadridge Financial Solutions in the 4th quarter valued at about $27,000. Prosperity Bancshares Inc purchased a new stake in Broadridge Financial Solutions in the 4th quarter valued at about $28,000. WPG Advisers LLC lifted its position in Broadridge Financial Solutions by 77.5% in the fourth quarter. WPG Advisers LLC now owns 142 shares of the business services provider’s stock valued at $32,000 after buying an additional 62 shares during the last quarter. Finally, DV Equities LLC purchased a new position in Broadridge Financial Solutions during the fourth quarter worth about $37,000. Institutional investors and hedge funds own 90.03% of the company’s stock.

Insider Buying and Selling at Broadridge Financial Solutions

In related news, insider Hope M. Jarkowski sold 1,966 shares of the firm’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $155.00, for a total value of $304,730.00. Following the sale, the insider owned 1 shares of the company’s stock, valued at $155. This trade represents a 99.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 1.10% of the company’s stock.

Broadridge Financial Solutions Trading Up 2.0%

NYSE:BR opened at $182.12 on Friday. Broadridge Financial Solutions, Inc. has a 12-month low of $133.83 and a 12-month high of $264.10. The firm has a market cap of $20.77 billion, a PE ratio of 18.93 and a beta of 0.87. The company has a current ratio of 1.24, a quick ratio of 1.24 and a debt-to-equity ratio of 1.15. The stock has a fifty day moving average price of $152.70 and a 200 day moving average price of $160.54.

Broadridge Financial Solutions (NYSE:BR – Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share for the quarter, topping the consensus estimate of $3.76 by $0.06. The company had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.17 billion. Broadridge Financial Solutions had a return on equity of 40.25% and a net margin of 15.04%.Broadridge Financial Solutions’s revenue was up 7.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.55 EPS. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. Sell-side analysts anticipate that Broadridge Financial Solutions, Inc. will post 10.54 earnings per share for the current fiscal year.

Broadridge Financial Solutions Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, October 5th. Investors of record on Thursday, September 3rd will be paid a dividend of $1.09 per share. The ex-dividend date is Thursday, September 3rd. This is a positive change from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. This represents a $4.36 dividend on an annualized basis and a dividend yield of 2.4%. Broadridge Financial Solutions’s payout ratio is currently 40.54%.

Analyst Upgrades and Downgrades

Several research firms have recently commented on BR. DA Davidson lowered their price target on Broadridge Financial Solutions from $228.00 to $214.00 and set a “buy” rating for the company in a research report on Tuesday, May 5th. UBS Group reissued a “neutral” rating and set a $180.00 target price on shares of Broadridge Financial Solutions in a research note on Monday, August 17th. Morgan Stanley raised their target price on Broadridge Financial Solutions from $169.00 to $176.00 and gave the company an “equal weight” rating in a report on Thursday, August 6th. Royal Bank Of Canada boosted their price target on shares of Broadridge Financial Solutions from $200.00 to $225.00 and gave the stock an “outperform” rating in a research note on Wednesday, August 5th. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Broadridge Financial Solutions in a research report on Friday, August 7th. Four research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, Broadridge Financial Solutions presently has an average rating of “Moderate Buy” and an average target price of $215.86.

Get Our Latest Research Report on Broadridge Financial Solutions

About Broadridge Financial Solutions

(Free Report)

Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.