BR
Broadridge Financial SolutionsNYSEIndustrialsInformation Technology ServicesSnapshot 2026-05-08
As of May 8, 2026, BR has a composite score of 25.2, categorized as "mild favorable." This score is influenced by a medium confidence level of 72.5 and elevated risk, with a sector score of 16.7 indicating weakness in the sector. The top drivers affecting the score include macroeconomic factors such as growth and labor conditions. The analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)-0.18
- Bonus0.00
Why this rank
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $3.79 → $3.74 (-1.3% / 30d). 3 raised, 4 cut, 8 covering analysts.
0 upgrades, 0 downgrades / 30d, 5 maintained. 56% of analysts rate Buy.
2 PT revisions / 30d. Avg target 24.9% above current price.
0 positive, 1 negative / 30d. See F4 management tile for the event list.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
5 material events in the last 24 months — top 5 listed below.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase Recurring Revenue Growthgrowthbehind30% progress
5/6: “Broadridge is raising its FY’26 guidance for Recurring revenue growth constant currency to At or above 7%.”
Why this status
Stated in 4 of last 4 quarters. Revenue grew from $1,422.9M in 2025-Q1 to $1,713.9M in 2026-Q2, indicating progress towards the recurring revenue growth target. The trajectory is delivering on the raised guidance of at or above 7% growth.
- 2.Increase Adjusted EPS Growthgrowthbehind30% progress
5/6: “Adjusted earnings per share growth (Non-GAAP) 10 – 12% Raised from 9-12%.”
Why this status
Stated in 5 of last 5 quarters. EPS increased from $0.68 in 2025-Q1 to $2.42 in 2026-Q2, supporting the 10-12% adjusted EPS growth target. The trajectory is delivering on the raised guidance.
- 3.Achieve Strong Closed Salesgrowthmixed65% progress
2/9: “Closed sales $290 – $330M.”
Why this status
Stated in 3 of last 3 quarters. While specific closed sales figures for the quarters are not provided, the consistent guidance for $290-$330 million indicates a recurring focus. However, limited substantive delivery evidence is available this quarter.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 30%; 252d 24%.
Drawdown — Max 1y −43%. Bad day move −3%.
Beta to sector ETF (XLI) — 0.04 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 60/100, drawdown 14/100, beta 4/100, earnings vol —.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase Recurring Revenue Growth
GrowthNew since 2026-05-04Broadridge aims to achieve recurring revenue growth at or above 7% for FY 2026.
On track →BehindStated in 4 of last 4 quarters. Revenue grew from $1,422.9M in 2025-Q1 to $1,713.9M in 2026-Q2, indicating progress towards the recurring revenue growth target. The trajectory is delivering on the raised guidance of at or above 7% growth.
30%CEO/CFO:“Broadridge is raising its FY’26 guidance for Recurring revenue growth constant currency to At or above 7%.”Multiple sourcesSource dated 2026-05-06Stated 4 of last 8 quartersFirst seen 2026-05-04Show history (4)
- 2026-Q2Multiple sources
“Broadridge is raising its FY’26 guidance for Recurring revenue growth constant currency to At or above 7%.”
- 2026-Q1Multiple sources
“we are raising our fiscal 2026 outlook for Recurring revenue growth constant currency to At or above 7%”
- 2025-Q4Multiple sources
“Fiscal year 2026 guidance calls for another strong year including 5-7% Recurring revenue growth constant currency”
- 2025-Q3Multiple sources
“Reaffirming FY’25 guidance of 6-8% Recurring revenue growth constant currency”
- #2
Increase Adjusted EPS Growth
GrowthNew since 2026-05-04Broadridge aims for 10-12% adjusted EPS growth for FY 2026.
On track →BehindStated in 5 of last 5 quarters. EPS increased from $0.68 in 2025-Q1 to $2.42 in 2026-Q2, supporting the 10-12% adjusted EPS growth target. The trajectory is delivering on the raised guidance.
30%CEO/CFO:“Adjusted earnings per share growth (Non-GAAP) 10 – 12% Raised from 9-12%.”Multiple sourcesSource dated 2026-05-06Stated 5 of last 8 quartersFirst seen 2026-05-04Show history (5)
- 2026-Q2Multiple sources
“Adjusted earnings per share growth (Non-GAAP) 10 – 12% Raised from 9-12%.”
- 2026-Q1Multiple sources
“increasing our Adjusted EPS growth guidance to 10% to 12%”
- 2025-Q4Multiple sources
“Looking ahead, our fiscal year 2026 guidance calls for continued growth, including 8-12% Adjusted EPS growth”
- 2025-Q3Multiple sources
“Adjusted EPS growth in the middle of our 8-12% guidance range”
- 2025-Q2Multiple sources
“Adjusted earnings per share growth (Non-GAAP) 8 – 12% Middle of Range”
- #3
Achieve Strong Closed Sales
GrowthNew since 2026-05-04Broadridge targets closed sales of $290-$330 million for FY 2026.
On track →MixedStated in 3 of last 3 quarters. While specific closed sales figures for the quarters are not provided, the consistent guidance for $290-$330 million indicates a recurring focus. However, limited substantive delivery evidence is available this quarter.
65%CEO/CFO:“Closed sales $290 – $330M.”Multiple sourcesSource dated 2026-02-09Stated 3 of last 8 quartersFirst seen 2026-05-04Show history (3)
- 2026-Q2Multiple sources
“Closed sales $290 – $330M.”
- 2026-Q1Multiple sources
“Closed sales of $290–$330 million”
- 2025-Q4Multiple sources
“strong Closed sales of $290-$330 million.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
BR Broadridge Financial Solutions | +25 | inexpensive | elevated |
CAT Caterpillar Inc. | +13 | expensive | moderate |
GE GE Aerospace | +11 | expensive | moderate |
GEV GE Vernova | +10 | full | moderate |
RTX RTX Corporation | +20 | fair | moderate |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If industrials sector trend rises from +0.05 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is cut (currently RAISED as of 2026-05-06)-16 pts
- If industrials sector trend falls from +0.05 into 'weakening' (<= -0.20)-5.0 pts
- If growth state reverses from +0.25 (positive) to -0.25 (negative)-4.0 pts
- If labor state reverses from -0.31 (negative) to +0.31 (positive)-3.7 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-062d agoItem 1.01
Entry into a Material Definitive Agreement. On May 4, 2026, Broadridge Financial Solutions, Inc. (the “ Company ”) entered into an underwriting agreement (the “ Underwriting Agreement ”) with J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC, as representatives of the underwriters listed therein, with respect to the offering and sale in an underwritten public offering (the “ Offering ”) by the Company of $500,000,000 aggregate principa…
capital allocationneutralscore 63 - 2026-04-308d agoItem 2.02
Results of Operations and Financial Condition. On April 30, 2026, Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”) issued a press release (“Press Release”) announcing its financial results for the third quarter of fiscal year 2026 ended March 31, 2026. On April 30, 2026, the Company also posted an Earnings Webcast & Conference Call Presentation (the “Earnings Presentation”) on the Company’s Investor Relations website at www.broadridge-ir.com. Copies of the Press Release an…
earnings preannouncementneutralscore 54 - 2026-05-062d agoItem 7.01
Regulation FD Disclosure. On May 6, 2026, Broadridge Financial Solutions, Inc. (the “Company”) posted its May 2026 investor presentation to its website at broadridge-ir.com. The materials presented are attached hereto as Exhibit 99.1 and incorporated herein by reference. The information furnished pursuant to Items 7.01 and 9.01, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise s…
legal regulatorynegativescore 49 - 2026-03-062mo agoItem 8.01
Other Events. On March 6, 2026, Broadridge Financial Solutions, Inc. (the “Company) issued a press release announcing that its Board of Directors has declared a quarterly cash dividend of $0.975 per share. The dividend is payable on April 8, 2026 to stockholders of record at the close of business on March 16, 2026. A copy of the press release is attached hereto as Exhibit 99.1.
capital allocationneutralscore 12 - 2026-02-033mo agoItem 2.02
Results of Operations and Financial Condition. On February 3, 2026, Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”) issued a press release (“Press Release”) announcing its financial results for the second quarter of fiscal year 2026 ended December 31, 2025. On February 3, 2026, the Company also posted an Earnings Webcast & Conference Call Presentation (the “Earnings Presentation”) on the Company’s Investor Relations website at www.broadridge-ir.com. Copies of the Press Re…
earnings preannouncementpositivescore 8
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.