Groupama Asset Managment Decreases Stake in Broadridge Financial Solutions, Inc. $BR

Posted by Brian Himes on Aug 3rd, 2026

Groupama Asset Managment cut its position in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 69.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,948 shares of the business services provider’s stock after selling 4,523 shares during the period. Groupama Asset Managment’s holdings in Broadridge Financial Solutions were worth $317,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in BR. Patton Fund Management Inc. raised its holdings in shares of Broadridge Financial Solutions by 5.3% during the 4th quarter. Patton Fund Management Inc. now owns 974 shares of the business services provider’s stock worth $217,000 after acquiring an additional 49 shares in the last quarter. Great Valley Advisor Group Inc. grew its holdings in shares of Broadridge Financial Solutions by 5.3% in the second quarter. Great Valley Advisor Group Inc. now owns 994 shares of the business services provider’s stock valued at $242,000 after purchasing an additional 50 shares in the last quarter. Moneta Group Investment Advisors LLC increased its position in Broadridge Financial Solutions by 3.9% in the third quarter. Moneta Group Investment Advisors LLC now owns 1,608 shares of the business services provider’s stock worth $383,000 after purchasing an additional 61 shares during the last quarter. WPG Advisers LLC increased its position 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 during the last quarter. Finally, Bontempo Ohly Capital Mgmt LLC raised its stake in Broadridge Financial Solutions by 0.3% during the fourth quarter. Bontempo Ohly Capital Mgmt LLC now owns 18,895 shares of the business services provider’s stock valued at $4,217,000 after purchasing an additional 62 shares in the last quarter. Hedge funds and other institutional investors own 90.03% of the company’s stock.

Insider Transactions at Broadridge Financial Solutions

In other Broadridge Financial Solutions news, insider Hope M. Jarkowski sold 1,966 shares of the business’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $155.00, for a total transaction of $304,730.00. Following the completion of the transaction, the insider owned 1 shares in the company, valued at $155. The trade was a 99.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 1.10% of the stock is currently owned by insiders.

Broadridge Financial Solutions Trading Up 0.0%

Shares of BR opened at $154.02 on Monday. The company’s fifty day simple moving average is $146.80 and its 200-day simple moving average is $164.45. The company has a market cap of $17.81 billion, a P/E ratio of 16.49 and a beta of 0.89. The company has a current ratio of 0.94, a quick ratio of 0.94 and a debt-to-equity ratio of 0.97. Broadridge Financial Solutions, Inc. has a twelve month low of $133.83 and a twelve month high of $271.91.

Broadridge Financial Solutions (NYSE:BR – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The business services provider reported $2.72 EPS for the quarter, topping analysts’ consensus estimates of $2.63 by $0.09. The firm had revenue of $1.95 billion during the quarter, compared to analysts’ expectations of $1.90 billion. Broadridge Financial Solutions had a net margin of 15.03% and a return on equity of 40.14%. The firm’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same period in the previous year, the company earned $2.44 EPS. As a group, analysts expect that Broadridge Financial Solutions, Inc. will post 9.55 EPS for the current year.

Broadridge Financial Solutions Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Friday, June 12th were paid a $0.975 dividend. The ex-dividend date of this dividend was Friday, June 12th. This represents a $3.90 annualized dividend and a yield of 2.5%. Broadridge Financial Solutions’s dividend payout ratio (DPR) is presently 41.76%.

Analyst Ratings Changes

Several equities analysts have commented on the stock. Needham & Company LLC lowered their price objective on shares of Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating for the company in a research report on Friday, May 1st. Weiss Ratings downgraded shares of Broadridge Financial Solutions from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, May 11th. DA Davidson decreased their price objective on 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 reaffirmed an “outperform” rating and issued a $200.00 price objective on shares of Broadridge Financial Solutions in a research note on Monday, June 22nd. Finally, UBS Group dropped their target price on Broadridge Financial Solutions from $250.00 to $165.00 and set a “neutral” rating for the company in a report on Monday, May 4th. Four analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, Broadridge Financial Solutions currently has an average rating of “Moderate Buy” and a consensus price target of $221.57.

View Our Latest Research Report on BR

About Broadridge Financial Solutions

(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.