BR
Broadridge Financial Solutions, Inc.Evidence as of 2026-09-02Overview · Broadridge Financial Solutions, Inc.
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and distributes regulatory reports, class action, and corporate action/reor…
Management team
- Ms. Laura Matlin · Corporate VP, Deputy General Counsel & Chief Compliance OfficerFind on LinkedIn
- Ms. Roz Smith · Chief Operating OfficerFind on LinkedIn
- Ms. Ashima Ghei · Corporate VP & Chief Finance OfficerFind on LinkedIn
- Mr. Thomas P. Carey · Corporate VP and President of Global Technology & OperationsFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.0 on a −2 to +2 scale — was −0.1 before the debate changed the read.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed ( -0.0 of a possible +2; was -0.1 before debate) with high confidence. Revenues from contracts rose sequentially across the three most recent reported fiscal quarters: $ 1,589,400,000 in the quarter ended 2025-10-30 (fiscal Q1 2026), $ 1,713,900,000 in the quarter ended 2026-01-29 (fiscal Q2 2026), and $ 1,953,600,000 in the quarter ended 2026-04-27 (fiscal Q3 2026). Operating income moved from $ 188,800,000 in fiscal Q1 2026 to $ 206,000,000 in fiscal Q2 2026, then to $ 359,500,000 in fiscal Q3 2026; net income rose from $ 165,400,000 in fiscal Q1 2026 to $ 284,600,000 in fiscal Q2 2026 and was $ 276,300,000 in fiscal Q3 2026 (a Q1→Q2 increase and a small Q2→Q3 decline). Weighted‑average diluted shares declined across those quarters ( 118,000,000 → 117,700,000 → 117,000,000), consistent with $ 150,500,000 of repurchases shown on the statement of cash flows in the quarter ended 2025-10-30.
The balance sheet snapshot shows cash and cash equivalents down to $ 402,900,000 as of 2026-06-30 and point-in-time long‑term debt roughly flat year‑over‑year at about $ 3,254,600,000, yielding material net leverage when compared to the cash balance. Market signals show low sensitivity to the S&P (beta 0.12, correlation 0.05) combined with elevated short‑term volatility (30‑day annualized vol 35.2%, 90‑day 32.8%) and mixed momentum measures.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue from contracts increased sequentially across the three most recent fiscal quarters: $1,589,400,000 in the quarter ended 30 September 2025 (fiscal Q1 2026), $1,713,900,000 in the quarter ended 31 December 2025 (fiscal Q2 2026), and $1,953,600,000 in the quarter ended 31 March 2026 (fiscal Q3 2026).
XBRL companyfacts · 0001628280-25-048668Operating income rose from $188,800,000 in the quarter ended 30 September 2025 (fiscal Q1 2026) to $206,000,000 in the quarter ended 31 December 2025 (fiscal Q2 2026), then jumped to $359,500,000 in the quarter ended 31 March 2026 (fiscal Q3 2026).
XBRL companyfacts · 0001628280-26-028675Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
A Form 4 filing with the 4 filed 14 August 2026 was filed on 2026-08-14 (evidence parse_status: skipped).
4 filed 2026-08-14weakened in debateA Form 4 filing with the 4 filed 14 August 2026 was filed on 2026-08-14 (evidence parse_status: skipped).
4 filed 2026-08-14weakened in debateReads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Beta vs SPY is 0.12 and correlation vs SPY is 0.05, indicating low historical market sensitivity on 2026-09-01.
Moneyta signal set · 2026-09-01Three-month momentum is +17.3% while six-month momentum is -2.6% (rank in the universe for 6m momentum: 31th percentile of 547), showing stronger very-short-term gains but weak medium-term momentum on 2026-09-01.
Moneyta signal set · 2026-09-01weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Reported 13F holdings show a total institutional position value of "$15.5M" as of the reporting period 2025-12-31 with 2 institutional holders and no new or exited positions that quarter.
13F holdings · 2 filers · as of 2025-12-31Advisors Asset Management, Inc. is listed as a top holder with a reported value of "$12.8M" and a quarter-over-quarter change of -9.3% in the 13F for the period ended 2025-12-31.
13F holdings · 2 filers · as of 2025-12-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
One headline frames Broadridge's recent price action as setting a tone for institutional models, focusing on technical/setup aspects of BR shares.
News · news.stocktradersdaily.com · 2026-08-30Multiple filings-based stories report new or increased institutional stakes in Broadridge during the second quarter, with individual articles noting purchases by Coastal Bridge Advisors LLC (3,970 shares).
News · thelincolnianonline.com · 2026-08-29Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
On 2026-08-12, Ghei Ashima (CFO) reported an acquisition of 466 shares with a reported transaction value of "$0" and no trading plan indicated.
Form 4 · Ghei Ashima (CFO) · $0 code A · 2026-08-12On 2026-08-12, Stingi Richard John (Corporate VP and CHRO) reported an acquisition of 2,172 shares with a reported transaction value of "$0" and no trading plan indicated.
Form 4 · Stingi Richard John (Corporate VP and CHRO) · $0 code A · 2026-08-12Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Market capitalization is $20,568,392,141 and enterprise value is $23,420,092,141.
Valuation inputs · SEC XBRL + stored EOD closePrice-to-trailing-12-month earnings (P/E) is 21.92, calculated from trailing EPS of $8.23 and the price of $180.39.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several recent, high-confidence items in the record support a favorable read. Revenue and operating income show clear sequential quarter-over-quarter increases across the three most recent fiscal quarters (fundamentals-0, fundamentals-1), while diluted share count has declined alongside explicit buybacks in the cash flow statement (fundamentals-3, fundamentals-4), which together improve per-share economics. Multiple distinct filings- and news-based items document sizeable second-quarter institutional purchases and a large 13F-style acquisition (news-1, news-3, news-4), and executive Form 4s show material insider acquisitions (insider-3), indicating buying interest from both institutions and insiders. Market signals also show the price trading above both the 50- and 200-day SMAs and a positive short-term momentum burst, and the stock carries a mid-range dividend yield with multi-year dividend growth (market-3, market-6), which complement the operating income (TTM) being positive (valuation-4).
Chair's verdict, claim by claim
Fragility · computed, not argued
diversified0.25
45 surviving claims rest on 28 distinct sources; the heaviest analyst carries 16% of them, and 91% of what the desk raised survived the debate.
The evidence set rests on a moderate breadth of sources (28) supporting 45 surviving claims, so there is some cross‑coverage but not wide redundancy. One analyst supplying 16% of claims indicates a non‑trivial single‑analyst influence, and the 91% survival rate suggests the desk’s initial signals were largely durable through debate — together implying the read is informative but not immune to single‑source or analyst shifts.
Peer context · computed, not argued
12-1 momentum ranks 5th of 7 in Information Technology Services (as of 2026-09-01).
90-day volatility ranks 7th of 7 in Information Technology Services (as of 2026-09-01).
dividend yield ranks 3rd of 7 in Information Technology Services (as of 2026-09-01).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
15 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.4 to the score
6 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.2 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis−0.4 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
6 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot+0.0 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on BR Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.