Broadridge Financial Solutions, Inc. $BR Stock Sold by Bath Savings Trust Co

Posted by Stanley Muller on Oct 7th, 2026

Bath Savings Trust Co lessened its stake in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 13.0% in the third quarter, HoldingsChannel.com reports. The firm owned 76,815 shares of the business services provider’s stock after selling 11,439 shares during the quarter. Broadridge Financial Solutions accounts for 1.3% of Bath Savings Trust Co’s portfolio, making the stock its 20th largest position. Bath Savings Trust Co’s holdings in Broadridge Financial Solutions were worth $12,375,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in BR. Paladin Partners LLC boosted its holdings in Broadridge Financial Solutions by 5.2% during the third quarter. Paladin Partners LLC now owns 3,240 shares of the business services provider’s stock worth $569,000 after buying an additional 160 shares in the last quarter. Eastern Bank increased its holdings in Broadridge Financial Solutions by 2.8% in the third quarter. Eastern Bank now owns 2,693 shares of the business services provider’s stock valued at $434,000 after buying an additional 74 shares in the last quarter. Rockland Trust Co. lifted its position in shares of Broadridge Financial Solutions by 17.7% during the 3rd quarter. Rockland Trust Co. now owns 2,320 shares of the business services provider’s stock valued at $374,000 after acquiring an additional 349 shares during the period. MassMutual Private Wealth & Trust FSB lifted its position in shares of Broadridge Financial Solutions by 156.9% during the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 2,649 shares of the business services provider’s stock valued at $427,000 after acquiring an additional 1,618 shares during the period. Finally, Versant Capital Management Inc boosted its stake in shares of Broadridge Financial Solutions by 274.0% during the 3rd quarter. Versant Capital Management Inc now owns 1,967 shares of the business services provider’s stock worth $317,000 after acquiring an additional 1,441 shares in the last quarter. Institutional investors and hedge funds own 90.03% of the company’s stock.

Insider Activity at Broadridge Financial Solutions

In related news, VP Thomas Carey sold 2,501 shares of the stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $159.76, for a total transaction of $399,559.76. Following the sale, the vice president owned 8,800 shares of the company’s stock, valued at $1,405,888. This trade represents a 22.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 1.00% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities analysts recently weighed in on the company. UBS Group reaffirmed a “neutral” rating and issued a $180.00 price objective on shares of Broadridge Financial Solutions in a research note on Monday, August 17th. Weiss Ratings reissued a “hold (c-)” rating on shares of Broadridge Financial Solutions in a report on Friday, August 7th. Morgan Stanley raised their price target 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. Finally, Royal Bank Of Canada boosted their price objective on shares of Broadridge Financial Solutions from $225.00 to $226.00 and gave the stock an “outperform” rating in a research report on Monday, August 31st. Four research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $216.00.

Get Our Latest Stock Analysis on BR

Broadridge Financial Solutions Price Performance

Shares of BR traded up $1.70 during mid-day trading on Wednesday, reaching $160.36. 800,711 shares of the company’s stock were exchanged, compared to its average volume of 1,364,493. The company has a quick ratio of 1.24, a current ratio of 1.24 and a debt-to-equity ratio of 1.15. Broadridge Financial Solutions, Inc. has a 52-week low of $133.83 and a 52-week high of $237.98. The company has a market cap of $18.10 billion, a price-to-earnings ratio of 16.67 and a beta of 0.92. The company has a 50-day simple moving average of $169.08 and a two-hundred day simple moving average of $157.76.

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

Broadridge Financial Solutions Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, October 5th. Stockholders of record on Thursday, September 3rd were given a $1.09 dividend. This is an increase from Broadridge Financial Solutions’s previous quarterly dividend of $0.9750. This represents a $4.36 annualized dividend and a dividend yield of 2.7%. The ex-dividend date was Thursday, September 3rd. Broadridge Financial Solutions’s dividend payout ratio (DPR) is currently 45.32%.

Broadridge Financial Solutions Profile

(Free Report)

Broadridge Financial Solutions, Inc is a financial technology and services company that provides communications, technology and data solutions to financial institutions, public companies and other organizations. Its platforms support critical business processes across investor communications, capital markets, wealth management and corporate governance.

The company’s services include proxy and regulatory communications, shareholder and customer communications, securities processing, trading and operations technology, portfolio and wealth management tools, and governance solutions.