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BRBR

Broadridge Financial Solutions, Inc.

$BR·$19B·Information Technology Services·Technology
$160.95-1.2%YTD-27.9%1Y-32.3%
Price updated 1h ago·X counts updated 2d ago
BRBR
$BRBroadridge Financial Solutions, Inc.
$160.95-1.21%820 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

820X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 76% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data17 posts analyzed · as of 2026-09-29

The BR crypto conversation is loudly bullish about a coming short squeeze after ~$9.19M was vacuumed off Bybit and Gate in 35 minutes and a Gnosis Safe multisig accumulated 15.46M tokens. Bulls point to ~67% short positioning post-unlock as fuel; the honest bearish note is one CVD/MFI reading showing distribution below VWAP with sell dominance intensifying.

Read what X is saying about $BR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-09-28

Falling on heavy selling — points lower unless it turns around.

Broadridge is the boring fintech infrastructure name grinding to 52-week lows despite every quarter beating — X chatter is about a crypto with the same ticker.

Broadridge Financial Solutions is the shareholder-communications and post-trade infrastructure platform every major broker-dealer uses — a boring, mission-critical software business that has quietly compounded for years. The stock is down 30% in a year despite the operating numbers landing consistently above consensus.

  • The business is a steady compounder: last quarter EPS printed $3.82 vs $3.76 estimated — the fourth straight beat — and analysts see revenue moving from ~$7.85B in fiscal 2027 to $9B by fiscal 2030 with EPS climbing from $10.55 to $14.
  • The valuation is finally interesting: 18x trailing PE and 13.4% ROE with a 6.6% free cash flow yield — cheap relative to the fintech-infra peer group, expensive if the T+1 and Treasury-clearing tailwind doesn't accelerate.
  • Insider tape is empty — no meaningful officer selling or buying, so nobody's telegraphing conviction into the November 3 print either way.

November 3 earnings and any color on Treasury central-clearing readiness plus the digital-assets wealth expansion decides the next leg — a re-affirmed FY27 rev-and-EPS with clean recurring-revenue growth restarts a real recovery; a soft recurring number or a big client concentration flag is what confirms the breakdown near the lows.

What to watch: November 3 earnings — Treasury central-clearing readiness, digital-assets wealth expansion color, and recurring-revenue growth trajectory; a re-affirmed FY27 restarts a recovery, a soft recurring number or client concentration flag confirms the breakdown.

On the calendar: 2026-11-03 — Q1 fiscal 2027 earnings

sentiment wrong asset

Read the AI verdict on $BR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides shareholder communications (proxy, reports) and trade processing technology to global banks, brokers, and asset managers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Information Technology Services sits in its cycle right now — and what that implies for $BR.

Information Technology Services · Technology

No material change from last week — AI infrastructure build-out continues to split the sector: GPU-compute/data-center operators (IREN, KEEL, APLD, SHAZ) accelerate on AI workload demand and power-deal momentum, while legacy IT outsourc.

What this means for $BR

Neutral — Provides shareholder communications (proxy, reports) and trade processing technology to global banks, brokers, and asset managers.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-1.2%YTD
-9.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
17.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
40.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
31.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$3.82$3.76+1.6%
Q1 2026Apr 30, 2026$2.72$2.60+4.6%
Q4 2025Feb 3, 2026$1.59$1.34+18.7%
Q3 2025Nov 4, 2025$1.51$1.25+20.8%
Next earningsTue, Nov 3·consensus EPS $1.37

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$2.2B+7.6%38.4%24.6%$3.46$679.1M
Q3 FY26$2.0B+7.8%32.1%18.4%$2.38$287.5M
Q2 FY26$1.7B+7.8%27.6%12.2%$2.44$318.5M
Q1 FY26$1.6B+11.7%26.6%11.9%$1.41$27.1M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$7.9B$7.8B – $7.9B$10.56$10.52 – $10.587
FY28$8.2B$8.2B – $8.3B$11.56$11.50 – $11.657
FY29$8.6B$8.5B – $8.8B$12.69$12.38 – $13.015
FY30$9.0B$8.9B – $9.1B$14.00$13.75 – $14.184
FY31$9.4B$9.3B – $9.5B$15.45$15.17 – $15.653

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.28%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-5.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 115.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.915-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 4Hope M. JarkowskiChief Legal Officer2.0K sh$305K
+ 38 other (36 awards · 1 inkind · 1 exempt) in window

See when $BR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 33
AI summary

Todd T. Diganci filed a Form 3 on August 4, 2026, reporting his initial beneficial ownership of securities in Broadridge Financial Solutions (BR) upon joining as a Director. The filing indicates no securities are owned at the time of filing, which is typical for newly appointed directors who have not yet received their initial equity grants. Form 3 establishes Diganci's reporting baseline for future Form 4 transactions. Broadridge is a leading financial services technology company.

8-KOfficer or director changeJun 108-K — Item 5.02: Officer or director change
8-KMaterial agreementMay 158-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
8-KMaterial agreementMay 68-K — Item 1.01: Material agreement · Item 8.01: Other event
424B5Prospectus supplement (offering)May 6424B5
8-KPress release / Reg FDMay 68-K — Item 7.01: Press release / Reg FD
424B5Prospectus supplement (offering)May 4424B5
+ 8 other (3 13Gs · 1 10-K · 1 8-K · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Broadridge and Korea Securities Depository Sign MOU to Support Modernization of Proxy Voting for International Investors Holding Korean Equitiesprnewswire.com·1d agoHere's Why You Should Retain Broadridge Stock in Your Portfoliozacks.com·1d agoEXCLUSIVE: AI Has A Blind Spot, Here Are 3 Overlooked Stocksbenzinga.com·5d agoBoaz Lahovitsky Joins Broadridge as President of Wealth Managementprnewswire.com·7d agoU.S. Treasury Central Clearing Survey: Broad Industry Readiness for Cash Clearing, Industry Moving Towards Execution but Work Remains Ahead of Repo Deadlineprnewswire.com·8d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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