3,481 Broadridge Financial Solutions, Inc. $BR Shares Acquired by Generali Asset Management SPA SGR

Posted by Francis Steltz on Oct 30th, 2026

Generali Asset Management SPA SGR grew its position in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 42.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,715 shares of the business services provider’s stock after purchasing an additional 3,481 shares during the period. Generali Asset Management SPA SGR’s holdings in Broadridge Financial Solutions were worth $1,887,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Valley Wealth Managers Inc. grew its holdings in Broadridge Financial Solutions by 230.8% during the 3rd quarter. Valley Wealth Managers Inc. now owns 172 shares of the business services provider’s stock valued at $28,000 after buying an additional 120 shares in the last quarter. Security National Bank of SO Dak purchased a new stake in shares of Broadridge Financial Solutions during the 2nd quarter worth approximately $26,000. Markowski Investments bought a new position in shares of Broadridge Financial Solutions during the 2nd quarter valued at approximately $27,000. Bell Investment Advisors Inc bought a new position in shares of Broadridge Financial Solutions during the 2nd quarter valued at approximately $29,000. Finally, Evolution Wealth Management Inc. purchased a new position in shares of Broadridge Financial Solutions in the first quarter valued at $36,000. 90.03% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

BR has been the topic of several research reports. DA Davidson restated a “buy” rating and issued a $214.00 price target on shares of Broadridge Financial Solutions in a research report on Tuesday. UBS Group reiterated a “neutral” rating and set a $180.00 price objective on shares of Broadridge Financial Solutions in a research report on Monday, August 17th. Morgan Stanley lifted their price objective on shares of Broadridge Financial Solutions from $169.00 to $176.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 6th. Weiss Ratings upgraded shares of Broadridge Financial Solutions from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, October 8th. Finally, Royal Bank Of Canada upped their target price on shares of Broadridge Financial Solutions from $225.00 to $226.00 and gave the company an “outperform” rating in a research report on Monday, August 31st. 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, Broadridge Financial Solutions presently has a consensus rating of “Moderate Buy” and an average target price of $216.00.

Read Our Latest Stock Report on Broadridge Financial Solutions

Insider Transactions at Broadridge Financial Solutions

In other Broadridge Financial Solutions news, VP Thomas Carey sold 2,501 shares of the company’s stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $159.76, for a total value of $399,559.76. Following the transaction, the vice president owned 8,800 shares of the company’s stock, valued at $1,405,888. This represents a 22.13% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 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.

Broadridge Financial Solutions Stock Up 0.6%

Shares of NYSE BR opened at $178.01 on Friday. Broadridge Financial Solutions, Inc. has a 1 year low of $133.83 and a 1 year high of $233.10. The firm has a 50-day simple moving average of $171.61 and a two-hundred day simple moving average of $166.81. The company has a market cap of $20.10 billion, a P/E ratio of 18.50 and a beta of 0.92. The company has a debt-to-equity ratio of 1.15, a current ratio of 1.24 and a quick ratio of 1.24.

Broadridge Financial Solutions (NYSE:BR – Get Free Report) last released its earnings results on Tuesday, August 4th. The business services provider reported $3.82 EPS for the quarter, beating analysts’ consensus estimates of $3.76 by $0.06. Broadridge Financial Solutions had a return on equity of 40.25% and a net margin of 15.04%. The firm had revenue of $2.22 billion for the quarter, compared to analysts’ expectations of $2.17 billion. During the same quarter in the prior year, the firm posted $3.55 earnings per share. The company’s quarterly revenue was up 7.5% on a year-over-year basis. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. 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 firm also recently disclosed a quarterly dividend, which was paid on Monday, October 5th. Investors of record on Thursday, September 3rd were issued a dividend of $1.09 per share. This represents a $4.36 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date was Thursday, September 3rd. This is an increase from Broadridge Financial Solutions’s previous quarterly dividend of $0.9750. Broadridge Financial Solutions’s dividend payout ratio (DPR) is presently 45.32%.

About Broadridge Financial Solutions

(Free Report)

Broadridge Financial Solutions, Inc (NYSE: BR) is a financial technology and business services company that provides communications, data, and technology solutions to financial institutions, public companies, and investors. Its services support the administration and communication of financial information across the investment lifecycle.

The company’s offerings include investor communications, proxy and corporate governance services, securities processing, trade and portfolio management, and technology platforms for wealth and investment management firms.