Aureus Asset Management LLC Reduces Stake in Broadridge Financial Solutions, Inc. $BR

Posted by Francis Steltz on Jun 18th, 2026

Aureus Asset Management LLC lessened its stake in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 37.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 18,456 shares of the business services provider’s stock after selling 11,084 shares during the period. Aureus Asset Management LLC’s holdings in Broadridge Financial Solutions were worth $4,119,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. boosted its position in shares of Broadridge Financial Solutions by 1.8% during the 3rd quarter. Vanguard Group Inc. now owns 15,296,040 shares of the business services provider’s stock valued at $3,643,058,000 after acquiring an additional 264,620 shares during the last quarter. State Street Corp boosted its position in shares of Broadridge Financial Solutions by 6.7% during the 4th quarter. State Street Corp now owns 5,994,841 shares of the business services provider’s stock valued at $1,343,572,000 after acquiring an additional 375,699 shares during the last quarter. Alliancebernstein L.P. boosted its position in shares of Broadridge Financial Solutions by 692.3% during the 3rd quarter. Alliancebernstein L.P. now owns 3,690,705 shares of the business services provider’s stock valued at $879,015,000 after acquiring an additional 3,224,891 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of Broadridge Financial Solutions by 0.4% during the 4th quarter. Geode Capital Management LLC now owns 3,354,869 shares of the business services provider’s stock valued at $746,062,000 after acquiring an additional 12,524 shares during the last quarter. Finally, Barclays PLC boosted its position in shares of Broadridge Financial Solutions by 1.8% during the 4th quarter. Barclays PLC now owns 2,007,968 shares of the business services provider’s stock valued at $448,118,000 after acquiring an additional 35,169 shares during the last quarter. Institutional investors and hedge funds own 90.03% of the company’s stock.

Analyst Ratings Changes

BR has been the topic of several recent research reports. UBS Group lowered their price target on shares of Broadridge Financial Solutions from $250.00 to $165.00 and set a “neutral” rating on the stock in a research report on Monday, May 4th. DA Davidson lowered their price target on shares of Broadridge Financial Solutions from $228.00 to $214.00 and set a “buy” rating on the stock in a research report on Tuesday, May 5th. Weiss Ratings cut shares of Broadridge Financial Solutions from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday, May 11th. Needham & Company LLC decreased their target price on shares of Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating on the stock in a research report on Friday, May 1st. Finally, Royal Bank Of Canada lowered their target price on shares of Broadridge Financial Solutions from $245.00 to $200.00 and set an “outperform” rating for the company in a research note on Friday, May 1st. Four equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $221.57.

Get Our Latest Report on Broadridge Financial Solutions

Insider Transactions at Broadridge Financial Solutions

In other news, insider Hope M. Jarkowski sold 1,966 shares of the firm’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $155.00, for a total transaction of $304,730.00. Following the sale, the insider owned 1 shares of the company’s stock, valued at approximately $155. This trade represents a 99.95% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 1.10% of the stock is owned by company insiders.

Broadridge Financial Solutions Trading Down 3.0%

BR opened at $139.57 on Thursday. Broadridge Financial Solutions, Inc. has a 12 month low of $139.50 and a 12 month high of $271.91. The stock has a market capitalization of $16.14 billion, a price-to-earnings ratio of 14.94 and a beta of 0.88. The company has a debt-to-equity ratio of 0.97, a current ratio of 0.94 and a quick ratio of 0.94. The business has a fifty day moving average price of $152.48 and a 200 day moving average price of $182.68.

Broadridge Financial Solutions (NYSE:BR – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The business services provider reported $2.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.63 by $0.09. Broadridge Financial Solutions had a net margin of 15.03% and a return on equity of 40.14%. The company had revenue of $1.95 billion during the quarter, compared to the consensus estimate of $1.90 billion. During the same quarter in the previous year, the firm earned $2.44 earnings per share. The firm’s quarterly revenue was up 7.8% on a year-over-year basis. Broadridge Financial Solutions has set its FY 2026 guidance at 9.410-9.580 EPS. Sell-side analysts expect that Broadridge Financial Solutions, Inc. will post 9.55 earnings per share for the current fiscal year.

Broadridge Financial Solutions Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders of record on Friday, June 12th will be issued a dividend of $0.975 per share. This represents a $3.90 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date of this dividend is Friday, June 12th. Broadridge Financial Solutions’s payout ratio is 41.76%.

Broadridge Financial Solutions Company Profile

(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.

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.