Rathbones Group PLC Lowers Stock Holdings in Broadridge Financial Solutions, Inc. $BR

Posted by Stanley Muller on Aug 3rd, 2026

Rathbones Group PLC reduced its position in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 2.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 402,622 shares of the business services provider’s stock after selling 8,767 shares during the quarter. Rathbones Group PLC’s holdings in Broadridge Financial Solutions were worth $65,418,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the business. State Street Corp boosted its stake in shares of Broadridge Financial Solutions by 6.7% in the fourth quarter. State Street Corp now owns 5,994,841 shares of the business services provider’s stock valued at $1,343,572,000 after purchasing an additional 375,699 shares during the period. Geode Capital Management LLC grew its holdings in shares of Broadridge Financial Solutions by 0.4% in the fourth quarter. Geode Capital Management LLC now owns 3,354,869 shares of the business services provider’s stock valued at $746,062,000 after purchasing an additional 12,524 shares in the last quarter. Barclays PLC increased its stake in Broadridge Financial Solutions by 1.8% during the 4th quarter. Barclays PLC now owns 2,007,968 shares of the business services provider’s stock worth $448,118,000 after buying an additional 35,169 shares during the period. Northern Trust Corp increased its stake in Broadridge Financial Solutions by 6.6% during the 3rd quarter. Northern Trust Corp now owns 1,711,824 shares of the business services provider’s stock worth $407,705,000 after buying an additional 105,696 shares during the period. Finally, Norges Bank acquired a new stake in Broadridge Financial Solutions during the 4th quarter worth approximately $346,304,000. Institutional investors and hedge funds own 90.03% of the company’s stock.

Insider Buying and Selling

In related news, insider Hope M. Jarkowski sold 1,966 shares of the stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $155.00, for a total value of $304,730.00. Following the transaction, the insider owned 1 shares of the company’s stock, valued at $155. This represents a 99.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 1.10% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

BR has been the subject of several recent research reports. DA Davidson decreased their price target on shares of Broadridge Financial Solutions from $228.00 to $214.00 and set a “buy” rating for the company in a research report on Tuesday, May 5th. Needham & Company LLC cut their price objective on Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating on the stock in a research report on Friday, May 1st. Royal Bank Of Canada reiterated an “outperform” rating and issued a $200.00 price objective on shares of Broadridge Financial Solutions in a research note on Monday, June 22nd. UBS Group decreased their target price on Broadridge Financial Solutions from $250.00 to $165.00 and set a “neutral” rating for the company in a report on Monday, May 4th. Finally, Weiss Ratings cut Broadridge Financial Solutions from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday, May 11th. Four analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $221.57.

Get Our Latest Stock Report on Broadridge Financial Solutions

Broadridge Financial Solutions Stock Up 0.0%

Shares of Broadridge Financial Solutions stock opened at $154.02 on Monday. The company has a quick ratio of 0.94, a current ratio of 0.94 and a debt-to-equity ratio of 0.97. Broadridge Financial Solutions, Inc. has a 52-week low of $133.83 and a 52-week high of $271.91. The company has a market capitalization of $17.81 billion, a P/E ratio of 16.49 and a beta of 0.89. The company has a 50 day moving average of $146.80 and a 200 day moving average of $164.45.

Broadridge Financial Solutions (NYSE:BR – Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The business services provider reported $2.72 EPS for the quarter, beating analysts’ consensus estimates of $2.63 by $0.09. Broadridge Financial Solutions had a net margin of 15.03% and a return on equity of 40.14%. The company had revenue of $1.95 billion for the quarter, compared to the consensus estimate of $1.90 billion. During the same period in the prior year, the firm posted $2.44 EPS. The company’s quarterly revenue was up 7.8% compared to the same quarter last year. As a group, research analysts forecast that Broadridge Financial Solutions, Inc. will post 9.55 EPS for the current fiscal year.

Broadridge Financial Solutions Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Friday, June 12th were paid a dividend of $0.975 per share. The ex-dividend date was Friday, June 12th. This represents a $3.90 dividend on an annualized basis and a dividend yield of 2.5%. Broadridge Financial Solutions’s payout ratio is presently 41.76%.

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.