Bridgewater Advisors Inc. Takes Position in Broadridge Financial Solutions, Inc. $BR

Posted by George Bondi on Aug 16th, 2026

Bridgewater Advisors Inc. acquired a new stake in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) during the 2nd quarter, Holdings Channel.com reports. The fund acquired 3,594 shares of the business services provider’s stock, valued at approximately $553,000.

Several other large investors also recently bought and sold shares of the business. Reflection Asset Management bought a new position in Broadridge Financial Solutions during the 4th quarter valued at about $25,000. Nemes Rush Group LLC bought a new stake in shares of Broadridge Financial Solutions in the fourth quarter worth approximately $27,000. Prosperity Bancshares Inc purchased a new position in shares of Broadridge Financial Solutions during the fourth quarter valued at approximately $28,000. WPG Advisers LLC raised its holdings in shares of Broadridge Financial Solutions by 77.5% during the fourth quarter. WPG Advisers LLC now owns 142 shares of the business services provider’s stock valued at $32,000 after purchasing an additional 62 shares during the last quarter. Finally, Evolution Wealth Management Inc. bought a new position in Broadridge Financial Solutions during the first quarter valued at approximately $36,000. 90.03% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, insider Hope M. Jarkowski sold 1,966 shares of Broadridge Financial Solutions stock in a transaction 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 transaction, the insider directly owned 1 shares in the company, valued at approximately $155. The trade was a 99.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 1.10% of the company’s stock.

Broadridge Financial Solutions Stock Performance

Shares of NYSE BR opened at $170.82 on Friday. Broadridge Financial Solutions, Inc. has a 12-month low of $133.83 and a 12-month high of $265.37. The firm has a market capitalization of $19.48 billion, a price-to-earnings ratio of 17.76 and a beta of 0.87. The company has a current ratio of 1.24, a quick ratio of 1.24 and a debt-to-equity ratio of 1.15. The firm has a 50 day moving average of $149.92 and a 200 day moving average of $161.51.

Broadridge Financial Solutions (NYSE:BR – Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share for the quarter, topping the consensus estimate of $3.76 by $0.06. The business had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.17 billion. Broadridge Financial Solutions had a net margin of 15.04% and a return on equity of 40.25%. The company’s quarterly revenue was up 7.5% on a year-over-year basis. During the same period last year, the firm earned $3.55 earnings per share. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. On average, research analysts anticipate that Broadridge Financial Solutions, Inc. will post 10.54 earnings per share for the current year.

Broadridge Financial Solutions Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, October 5th. Investors of record on Thursday, September 3rd will be issued a $1.09 dividend. The ex-dividend date of this dividend is Thursday, September 3rd. This represents a $4.36 dividend on an annualized basis and a yield of 2.6%. This is an increase from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. Broadridge Financial Solutions’s payout ratio is 40.54%.

Wall Street Analyst Weigh In

BR has been the topic of several research reports. Royal Bank Of Canada raised their target price on shares of Broadridge Financial Solutions from $200.00 to $225.00 and gave the stock an “outperform” rating in a report on Wednesday, August 5th. Weiss Ratings reissued a “hold (c-)” rating on shares of Broadridge Financial Solutions in a report on Friday, August 7th. UBS Group dropped their price target on Broadridge Financial Solutions from $250.00 to $165.00 and set a “neutral” rating on the stock in a research note on Monday, May 4th. DA Davidson cut their price objective on Broadridge Financial Solutions from $228.00 to $214.00 and set a “buy” rating for the company in a report on Tuesday, May 5th. Finally, Morgan Stanley upped their price objective on Broadridge Financial Solutions from $169.00 to $176.00 and gave the company an “equal weight” rating in a research report on Thursday, August 6th. Four equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $213.71.

Read Our Latest Analysis on Broadridge Financial Solutions

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.