Bryn Mawr Trust Advisors LLC Purchases 5,343 Shares of Broadridge Financial Solutions, Inc. $BR

Posted by George Bondi on Jul 14th, 2026

Bryn Mawr Trust Advisors LLC boosted its position in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 22.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 29,207 shares of the business services provider’s stock after buying an additional 5,343 shares during the period. Bryn Mawr Trust Advisors LLC’s holdings in Broadridge Financial Solutions were worth $4,746,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of BR. Reflection Asset Management bought a new stake in shares of Broadridge Financial Solutions during the 4th quarter valued at about $25,000. Nemes Rush Group LLC acquired a new stake in Broadridge Financial Solutions during the fourth quarter worth approximately $27,000. Prosperity Bancshares Inc bought a new stake in Broadridge Financial Solutions in the fourth quarter worth approximately $28,000. WPG Advisers LLC increased its holdings 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 worth $32,000 after purchasing an additional 62 shares in the last quarter. Finally, Evolution Wealth Management Inc. acquired a new position in Broadridge Financial Solutions in the first quarter valued at approximately $36,000. Institutional investors own 90.03% of the company’s stock.

Analyst Upgrades and Downgrades

BR has been the subject of several recent analyst reports. UBS Group reduced their price objective on shares of Broadridge Financial Solutions from $250.00 to $165.00 and set a “neutral” rating for the company in a research report on Monday, May 4th. DA Davidson dropped their target price 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. Royal Bank Of Canada reissued an “outperform” rating and set a $200.00 target price on shares of Broadridge Financial Solutions in a research note on Monday, June 22nd. Needham & Company LLC reduced their price target on shares of Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating for the company in a report on Friday, May 1st. Finally, Weiss Ratings cut shares of Broadridge Financial Solutions from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, May 11th. Four equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $221.57.

View Our Latest Stock Analysis on Broadridge Financial Solutions

Broadridge Financial Solutions Trading Up 2.5%

Shares of Broadridge Financial Solutions stock opened at $151.11 on Tuesday. The company has a debt-to-equity ratio of 0.97, a quick ratio of 0.94 and a current ratio of 0.94. Broadridge Financial Solutions, Inc. has a 52 week low of $133.83 and a 52 week high of $271.91. The stock has a 50 day moving average price of $146.41 and a two-hundred day moving average price of $171.70. The stock has a market capitalization of $17.48 billion, a PE ratio of 16.18 and a beta of 0.89.

Broadridge Financial Solutions (NYSE:BR – Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The business services provider reported $2.72 EPS for the quarter, beating the consensus estimate of $2.63 by $0.09. Broadridge Financial Solutions had a return on equity of 40.14% and a net margin of 15.03%.The firm 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 company posted $2.44 earnings per share. The company’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. As a group, equities analysts anticipate 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 disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Friday, June 12th were issued a dividend of $0.975 per share. The ex-dividend date was Friday, June 12th. This represents a $3.90 annualized dividend and a yield of 2.6%. Broadridge Financial Solutions’s dividend payout ratio is presently 41.76%.

Insiders Place Their Bets

In other Broadridge Financial Solutions news, insider Hope M. Jarkowski sold 1,966 shares of the firm’s stock in a transaction 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 transaction, the insider directly owned 1 shares of the company’s stock, valued at approximately $155. This trade represents a 99.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 1.10% of the company’s stock.

Broadridge Financial Solutions 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.