Broadridge's recurring revenues, expanding sales backlog, AI-driven efficiencies and strong cash flow fuel growth, margin expansion and shareholder returns.
Broadridge Financial Solutions is rated a strong buy due to robust execution, dividend growth, and significant undervaluation versus historical multiples. BR's recurring revenue, market leadership in regulatory communications, and early investment in tokenization infrastructure underpin long-term growth and defensibility. Dividend safety is exceptional, with a 20-year streak, a current yield of ~2.66%, and a sustainable payout ratio around 41%, supporting 10–12% annual dividend growth.
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 10,844 | $2.01M | $1.89M | -$124,577.57 | -6.19% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 25 | $6,076 | $4,377.75 | -$1,698.25 | -27.95% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 175 | $37,630.25 | $30,489.37 | -$7,140.88 | -18.98% |
Curtis Ellergodt Rothschild Investment LLC | 5,095 | $757,523.93 | $857,284.65 | $99,760.72 | 13.17% |
| BN Beth Nauman UNIVEST FINANCIAL Corp. | 56,031 | $8.97M | $9.67M | $702,810.96 | 7.84% |
| Software Industry | Information Technology Sector | Timothy C. Gokey CEO | NYSE Exchange | 11133T103 CUSIP |
| US Country | 16,000 Employees | 3 Sep 2026 Last Dividend | - Last Split | 2 Apr 2007 IPO Date |
Broadridge Financial Solutions, Inc. specializes in providing innovative technology-driven solutions and investor communications for the financial services industry. Established in 1962 and headquartered in Lake Success, New York, Broadridge plays a pivotal role in the global financial markets by enhancing client engagement, navigating risk, optimizing efficiency, and generating revenue growth for businesses. The company’s services span across a wide array of financial operations, including proxy materials processing, regulatory report distribution, and comprehensive technology and operations management solutions.