Bessemer Group Inc. Has $1.58 Million Position in Broadridge Financial Solutions, Inc. $BR

Bessemer Group Inc. boosted its position in Broadridge Financial Solutions, Inc. (NYSE:BR) by 82.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,640 shares of the business services provider’s stock after purchasing an additional 2,992 shares during the quarter. Bessemer Group Inc.’s holdings in Broadridge Financial Solutions were worth $1,582,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. First Horizon Corp bought a new stake in shares of Broadridge Financial Solutions in the third quarter valued at about $25,000. NewSquare Capital LLC raised its stake in Broadridge Financial Solutions by 89.5% in the 2nd quarter. NewSquare Capital LLC now owns 108 shares of the business services provider’s stock worth $26,000 after purchasing an additional 51 shares in the last quarter. Guerra Advisors Inc bought a new stake in Broadridge Financial Solutions in the 3rd quarter valued at about $29,000. Caitong International Asset Management Co. Ltd boosted its holdings in Broadridge Financial Solutions by 85.1% in the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 124 shares of the business services provider’s stock valued at $30,000 after purchasing an additional 57 shares during the period. Finally, Bank of Jackson Hole Trust grew its position in shares of Broadridge Financial Solutions by 110.3% during the 2nd quarter. Bank of Jackson Hole Trust now owns 122 shares of the business services provider’s stock worth $30,000 after purchasing an additional 64 shares in the last quarter. Institutional investors own 90.03% of the company’s stock.

Key Broadridge Financial Solutions News

Here are the key news stories impacting Broadridge Financial Solutions this week:

• Positive Sentiment: Broadridge announced a deal to acquire CQG, adding execution management, algorithmic trading and analytics for global futures and options — broadening its trading stack and cross‑sell opportunity across order management and connectivity. Broadridge to Acquire CQG
• Positive Sentiment: Recent Q2 results beat estimates and Broadridge raised FY2026 EPS guidance (9.320–9.580), supporting higher forward earnings expectations and recurring revenue visibility. A Look At Broadridge Valuation After Robust Q2
• Positive Sentiment: Earnings call highlighted cash generation, growth initiatives and tokenization efforts — strategic themes that can support longer‑term margin expansion and product differentiation. Earnings Call Highlights / Presentation
• Positive Sentiment: DA Davidson upgraded Broadridge, a vote of confidence from sell‑side analysts that can support sentiment if follow‑through occurs. DA Davidson upgrade
• Positive Sentiment: Technical commentary notes BR is in oversold territory after recent declines and that analysts have been raising estimates — suggesting a potential rebound if selling pressure eases. Zacks: Poised for a Turnaround
• Neutral Sentiment: Press roundups and analyst commentary (e.g., Globe and Mail) provide mixed perspective on valuation and sector trends—useful context but not a direct catalyst. Analysts Offer Insights
• Negative Sentiment: Insider selling: Director Robert N. Duelks sold 253 shares on Feb. 6 (small amount relative to his stake), which can be read as near‑term selling pressure or profit‑taking by insiders. SEC filing: Insider Sale

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on BR shares. Raymond James Financial reiterated an “outperform” rating and issued a $257.00 price target on shares of Broadridge Financial Solutions in a research report on Tuesday, February 3rd. Needham & Company LLC lowered their price objective on Broadridge Financial Solutions from $305.00 to $255.00 and set a “buy” rating on the stock in a research note on Wednesday, February 4th. Morgan Stanley cut their target price on Broadridge Financial Solutions from $261.00 to $256.00 and set an “equal weight” rating for the company in a research report on Wednesday, November 5th. UBS Group decreased their price target on Broadridge Financial Solutions from $280.00 to $250.00 and set a “neutral” rating on the stock in a research report on Thursday, November 13th. Finally, Wall Street Zen downgraded Broadridge Financial Solutions from a “buy” rating to a “hold” rating in a research note on Saturday. Four research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $247.71.

Insiders Place Their Bets

In other news, President Christopher John Perry sold 3,984 shares of the company’s stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $226.00, for a total transaction of $900,384.00. Following the completion of the transaction, the president directly owned 44,829 shares in the company, valued at approximately $10,131,354. This represents a 8.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Robert N. Duelks sold 253 shares of the firm’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $192.60, for a total value of $48,727.80. Following the sale, the director directly owned 20,815 shares in the company, valued at approximately $4,008,969. This trade represents a 1.20% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 14,451 shares of company stock valued at $3,290,773. 1.10% of the stock is currently owned by insiders.

Broadridge Financial Solutions Price Performance

Shares of BR stock opened at $182.05 on Monday. The business has a fifty day simple moving average of $218.26 and a 200 day simple moving average of $233.05. The company has a market cap of $21.25 billion, a P/E ratio of 20.16 and a beta of 0.97. The company has a quick ratio of 0.97, a current ratio of 0.97 and a debt-to-equity ratio of 0.93. Broadridge Financial Solutions, Inc. has a twelve month low of $181.09 and a twelve month high of $271.91.

Broadridge Financial Solutions (NYSE:BR) last issued its earnings results on Tuesday, February 3rd. The business services provider reported $1.59 EPS for the quarter, topping the consensus estimate of $1.34 by $0.25. The firm had revenue of $1.71 billion during the quarter, compared to the consensus estimate of $1.61 billion. Broadridge Financial Solutions had a return on equity of 40.70% and a net margin of 14.86%.The business’s quarterly revenue was up 7.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.56 earnings per share. Broadridge Financial Solutions has set its FY 2026 guidance at 9.320-9.580 EPS. On average, sell-side analysts forecast that Broadridge Financial Solutions, Inc. will post 8.53 EPS for the current fiscal year.

Broadridge Financial Solutions Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, January 5th. Shareholders of record on Friday, December 12th were given a $0.975 dividend. The ex-dividend date was Friday, December 12th. This represents a $3.90 dividend on an annualized basis and a yield of 2.1%. Broadridge Financial Solutions’s dividend payout ratio (DPR) is currently 43.19%.

About Broadridge Financial Solutions

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.

Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.