Broadridge Financial Solutions, Inc. $BR Holdings Raised by Running Oak Capital LLC

Posted by Francis Steltz on Nov 10th, 2026

Running Oak Capital LLC increased its stake in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 4.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 69,439 shares of the business services provider’s stock after purchasing an additional 3,013 shares during the quarter. Broadridge Financial Solutions comprises about 1.7% of Running Oak Capital LLC’s portfolio, making the stock its 18th biggest holding. Running Oak Capital LLC’s holdings in Broadridge Financial Solutions were worth $11,214,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. BlackRock Inc. acquired a new stake in Broadridge Financial Solutions in the second quarter worth approximately $1,473,918,000. Jupiter Topco LLC acquired a new position in Broadridge Financial Solutions during the second quarter worth about $261,852,000. Van ECK Associates Corp raised its position in Broadridge Financial Solutions by 11.3% in the second quarter. Van ECK Associates Corp now owns 1,875,684 shares of the business services provider’s stock worth $256,875,000 after acquiring an additional 190,301 shares in the last quarter. The Manufacturers Life Insurance Company bought a new position in shares of Broadridge Financial Solutions during the 2nd quarter valued at about $197,921,000. Finally, Amundi grew its stake in shares of Broadridge Financial Solutions by 67.5% in the 1st quarter. Amundi now owns 1,059,021 shares of the business services provider’s stock worth $172,070,000 after purchasing an additional 426,587 shares during the last quarter. Institutional investors own 90.03% of the company’s stock.

Broadridge Financial Solutions Trading Up 0.9%

Broadridge Financial Solutions stock opened at $192.15 on Tuesday. Broadridge Financial Solutions, Inc. has a 52 week low of $133.83 and a 52 week high of $233.10. The company has a debt-to-equity ratio of 1.28, a quick ratio of 1.24 and a current ratio of 1.21. The firm has a market capitalization of $21.73 billion, a price-to-earnings ratio of 21.23 and a beta of 0.90. The company has a 50 day moving average price of $172.30 and a 200 day moving average price of $165.77.

Broadridge Financial Solutions (NYSE:BR – Get Free Report) last announced its earnings results on Tuesday, November 3rd. The business services provider reported $1.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.37 by $0.19. The company had revenue of $1.67 billion for the quarter, compared to the consensus estimate of $1.65 billion. Broadridge Financial Solutions had a net margin of 13.94% and a return on equity of 40.32%. The company’s revenue was up 5.0% on a year-over-year basis. During the same period in the previous year, the business earned $1.51 EPS. Research analysts forecast that Broadridge Financial Solutions, Inc. will post 10.58 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research firms recently commented on BR. JPMorgan Chase & Co. increased their target price on shares of Broadridge Financial Solutions from $191.00 to $201.00 and gave the company a “neutral” rating in a research note on Wednesday, November 4th. 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, October 27th. UBS Group reaffirmed a “neutral” rating and issued a $180.00 price target on shares of Broadridge Financial Solutions in a report on Monday, August 17th. Morgan Stanley raised their price objective on Broadridge Financial Solutions from $176.00 to $181.00 and gave the stock an “equal weight” rating in a research note on Wednesday, November 4th. Finally, Royal Bank Of Canada lifted their target price on Broadridge Financial Solutions from $225.00 to $226.00 and gave the stock an “outperform” rating in a report on Monday, August 31st. Four research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Broadridge Financial Solutions currently has an average rating of “Moderate Buy” and an average price target of $212.71.

Check Out Our Latest Research Report on Broadridge Financial Solutions

Insider Buying and Selling at Broadridge Financial Solutions

In other Broadridge Financial Solutions news, VP Thomas Carey sold 2,501 shares of Broadridge Financial Solutions stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $159.76, for a total transaction of $399,559.76. Following the transaction, the vice president owned 8,800 shares of the company’s stock, valued at $1,405,888. The trade was a 22.13% decrease in their position. The transaction 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. Corporate insiders own 1.00% of the company’s stock.

Broadridge Financial Solutions Profile

(Free Report)

Broadridge Financial Solutions provides technology and operations services to financial institutions, public companies, and investors. Its platforms support investor communications, corporate governance, and the processing of financial transactions.

The company’s services include preparing and distributing proxy materials and other shareholder communications, supporting shareholder voting, and providing solutions for trading, clearing, settlement, and asset servicing. Broadridge also offers technology for wealth and investment management, including portfolio and account management, data, and regulatory reporting.

Broadridge was established in 2007 as a spin-off from Automatic Data Processing (ADP).