Broadridge Financial Solutions, Inc. $BR Stock: SVB Wealth LLC Decreases Stake

Posted by Brenda Bartman on Nov 13th, 2026

SVB Wealth LLC decreased its position in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 13.7% in the 3rd quarter, HoldingsChannel reports. The fund owned 16,490 shares of the business services provider’s stock after selling 2,613 shares during the period. SVB Wealth LLC’s holdings in Broadridge Financial Solutions were worth $2,656,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Valley Wealth Managers Inc. lifted its holdings in shares of Broadridge Financial Solutions by 230.8% in the 3rd quarter. Valley Wealth Managers Inc. now owns 172 shares of the business services provider’s stock worth $28,000 after purchasing an additional 120 shares in the last quarter. First Command Advisory Services Inc. increased its stake in Broadridge Financial Solutions by 496.7% during the 3rd quarter. First Command Advisory Services Inc. now owns 179 shares of the business services provider’s stock valued at $29,000 after purchasing an additional 149 shares in the last quarter. Security National Bank of SO Dak acquired a new position in Broadridge Financial Solutions during the second quarter worth $26,000. Markowski Investments acquired a new position in Broadridge Financial Solutions during the second quarter worth $27,000. Finally, Bell Investment Advisors Inc bought a new position in shares of Broadridge Financial Solutions in the second quarter valued at $29,000. 90.03% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the stock. Royal Bank Of Canada lifted their price objective on shares of Broadridge Financial Solutions from $225.00 to $226.00 and gave the company an “outperform” rating in a report on Monday, August 31st. Morgan Stanley upped their target price on shares of Broadridge Financial Solutions from $176.00 to $181.00 and gave the stock an “equal weight” rating in a report on Wednesday, November 4th. DA Davidson reaffirmed a “buy” rating and issued a $214.00 price target on shares of Broadridge Financial Solutions in a research report on Tuesday, October 27th. JPMorgan Chase & Co. lifted their price target on Broadridge Financial Solutions from $191.00 to $201.00 and gave the company a “neutral” rating in a research note on Wednesday, November 4th. Finally, UBS Group reiterated a “neutral” rating and set a $180.00 price target on shares of Broadridge Financial Solutions in a research note on Monday, August 17th. Four research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, Broadridge Financial Solutions currently has an average rating of “Moderate Buy” and an average target price of $212.71.

Read Our Latest Stock Report on BR

Broadridge Financial Solutions Stock Performance

NYSE BR opened at $191.56 on Friday. The company has a fifty day moving average price of $173.03 and a 200-day moving average price of $165.53. The firm has a market cap of $21.67 billion, a price-to-earnings ratio of 21.17 and a beta of 0.90. The company has a debt-to-equity ratio of 1.28, a current ratio of 1.21 and a quick ratio of 1.21. Broadridge Financial Solutions, Inc. has a 1 year low of $133.83 and a 1 year high of $233.10.

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

Broadridge Financial Solutions Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 11th. Shareholders of record on Thursday, December 10th will be paid a $1.09 dividend. The ex-dividend date is Thursday, December 10th. This represents a $4.36 annualized dividend and a yield of 2.3%. Broadridge Financial Solutions’s dividend payout ratio (DPR) is 48.18%.

Insider Activity at Broadridge Financial Solutions

In other news, VP Thomas P. Carey sold 2,501 shares of the company’s stock in a transaction that occurred 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 completion of the transaction, the vice president directly owned 8,800 shares of the company’s stock, valued at $1,405,888. This represents a 22.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Maura A. Markus sold 3,180 shares of the stock in a transaction that occurred on Thursday, November 12th. The shares were sold at an average price of $191.89, for a total value of $610,210.20. Following the sale, the director directly owned 33,769 shares of the company’s stock, valued at $6,479,933.41. The trade was a 8.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.00% of the stock is owned by company insiders.

Broadridge Financial Solutions Company 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.