Broadridge Financial Solutions (BR)
NYSEIndustrialsInformation Technology ServicesSnapshot 2026-09-04
$172.88-3.37%
Close 2026-09-04 · 1-day change
NYSEIndustrialsInformation Technology ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · BR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 5.3% |
| Our one-year growth estimate | diamond | 5.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 0.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 38 industry peers · Company calendar date is not available
BR — director transition
Dated 2026-06-10
Director — Todd Diganci: The Board of Directors appointed Todd Diganci as a new Director.
Why it matters: This would indicate Broadridge is struggling to meet its growth targets. It could signal a slowdown in demand or execution issues.
Worry ifRecurring revenue growth prints at 6% or lower in Q1 2027.
Less concerning ifRecurring revenue growth exceeds 8% in Q1 2027.
Why it matters: This funding may change how Broadridge manages its money and future projects.
Watch forManagement discusses plans for using the proceeds to enhance growth or reduce debt.
Also watch forNo clear plan was shared for the funds, which may show poor management.
Why it matters: New repurchases would show management believes in the company's value. It shows they want to return money to shareholders.
Supportive ifThey announced a new share repurchase program for Q3 2026.
Worry ifNo new share repurchase announcement in Q3 2026.
Why it matters: Strong closed sales are key to Broadridge's growth strategy. Mixed results could signal issues.
Supportive ifManagement says closed sales are up. There is over 10% growth from last quarter.
Worry ifManagement says closed sales are down. There is less than 0% growth from last quarter.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$145 on $10,000 · ±1.5% | How much price usually moves either way. |
| Bad day | $339 loss on $10,000 · 3.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,633 loss on $10,000 · 46.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Earnings results will show how well the company is growing its revenue.
Watch forEarnings report shows adjusted EPS growth above 10% year over year.
Also watch forEarnings report shows adjusted EPS growth below 5% year over year.
Why it matters: This would indicate that Broadridge is not meeting its growth targets. It could signal a slowdown in demand or operational issues.
Worry ifRecurring revenue growth for fiscal year 2027 is reported below 6%.
Less concerning ifRecurring revenue growth for fiscal year 2027 is reported above 8%.
Why it matters: This means Broadridge may not control costs well. It could hurt investor trust.
Worry ifAdjusted EPS growth is reported below 8% for Q1 2027.
Less concerning ifAdjusted EPS growth is reported above 12% for Q1 2027.
Why it matters: Lower EPS growth may mean Broadridge has profit challenges. This could hurt investor confidence.
Worry ifAdjusted EPS growth for fiscal year 2027 is reported below 8%.
Less concerning ifAdjusted EPS growth for fiscal year 2027 is reported above 12%.
Why it matters: Falling closed sales may show less demand for Broadridge's services. This could affect future revenue.
Worry ifClosed sales for fiscal year 2027 are reported below $290 million.
Less concerning ifClosed sales for fiscal year 2027 are reported above $330 million.