broadridge financial solutions, inc. is the leading provider of investor communications and technology-driven solutions for wealth management, asset management and capital markets firms. we help drive operational excellence to manage risk, accelerate growth and deliver real business value. our combination of people, technology and insights makes us an industry leader and the preferred partner for financial institutions and corporate issuers worldwide. because of our unique vantage point, working with institutions and regulators across the financial services landscape, the industry increasingly looks to broadridge to identify key industry trends, best practices and insights. looking ahead, we will deliver unique value to our clients by helping them address three disruptive trends: digitization of communications; mutualization of capabilities; and, rapidly evolving data and analytics (big data). contact us to learn more.
Company profile
Ticker
BR
Exchange
Website
CEO
Timothy C. Gokey
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
BROADRIDGE FINANCIAL SOLUTIONS, LLC, BSG LLC
SEC CIK
Corporate docs
Subsidiaries
Access Data Corp. • ActivePath Solutions Ltd. • AdvisorStream Ltd. • BFILS US Credit LLC • Bonaire Software Solutions, LLC • Broadridge Analytics Solutions Limited • Broadridge Asia Pacific Limited • Broadridge (Australia) Pty. Ltd. • Broadridge BPO Holding LLC • Broadridge Business Process Outsourcing, LLC ...
BR stock data
Latest filings (excl ownership)
10-Q
2024 Q3
Quarterly report
8 May 24
8-K
Broadridge Reports Third Quarter Fiscal 2024 Results
8 May 24
8-K/A
Regulation FD Disclosure
29 Feb 24
8-K
Regulation FD Disclosure
28 Feb 24
8-K
Broadridge Declares Quarterly Dividend of $0.80 Per Share
16 Feb 24
8-K
Broadridge Reports Second Quarter Fiscal 2024 Results
1 Feb 24
8-K
Broadridge Highlights Path for Sustainable Long-term Growth
7 Dec 23
8-K
Submission of Matters to a Vote of Security Holders
13 Nov 23
8-K
Broadridge Declares Quarterly Dividend of $0.80 Per Share
9 Nov 23
10-Q
2024 Q1
Quarterly report
2 Nov 23
Transcripts
BR
Earnings call transcript
2024 Q3
8 May 24
BR
Earnings call transcript
2024 Q2
1 Feb 24
BR
Earnings call transcript
2024 Q1
2 Nov 23
BR
Earnings call transcript
2023 Q4
8 Aug 23
BR
Earnings call transcript
2023 Q4
8 Aug 23
BR
Earnings call transcript
2023 Q3
2 May 23
BR
Earnings call transcript
2023 Q2
2 Feb 23
BR
Earnings call transcript
2023 Q1
2 Nov 22
BR
Earnings call transcript
2022 Q4
12 Aug 22
BR
Earnings call transcript
2022 Q3
3 May 22
Latest ownership filings
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Jun 23 | Jun 22 | Jun 21 | Jun 20 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 234.00 mm | 234.00 mm | 234.00 mm | 234.00 mm | 234.00 mm | 234.00 mm |
Cash burn (monthly) | 6.10 mm | (no burn) | (no burn) | (no burn) | 20.67 mm | (no burn) |
Cash used (since last report) | 44.95 mm | n/a | n/a | n/a | 152.28 mm | n/a |
Cash remaining | 189.05 mm | n/a | n/a | n/a | 81.72 mm | n/a |
Runway (months of cash) | 31.0 | n/a | n/a | n/a | 4.0 | n/a |
Institutional ownership, Q4 2023
65.6% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 722 |
Opened positions | 93 |
Closed positions | 200 |
Increased positions | 224 |
Reduced positions | 280 |
13F shares | Current |
---|---|
Total value | 14.08 tn |
Total shares | 77.20 mm |
Total puts | 8.50 k |
Total calls | 9.00 k |
Total put/call ratio | 0.9 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 13.95 mm | $2.87 tn |
MS Morgan Stanley | 6.19 mm | $1.27 tn |
STT State Street | 4.81 mm | $994.31 bn |
T. Rowe Price | 4.14 mm | $851.81 mm |
APG Asset Management | 3.88 mm | $723.52 bn |
Capital International Investors | 3.05 mm | $628.37 bn |
Baillie Gifford & Co | 2.80 mm | $576.81 bn |
Jensen Investment Management | 1.78 mm | $366.82 bn |
BCS Barclays | 1.59 mm | $327.97 mm |
SF Stifel Financial | 1.53 mm | $315.24 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
10 May 24 | Richard John Stingi | Common Stock | Sale back to company | Dispose D | No | No | 194.03 | 400 | 77.61 k | 4,669.799 |
8 Apr 24 | Thomas P Carey | Common Stock | Payment of exercise | Dispose F | No | No | 202.75 | 1,442 | 292.37 k | 11,861 |
5 Apr 24 | Eileen K Murray | Common Stock | Grant | Acquire A | No | No | 0 | 2 | 0.00 | 2,030 |
5 Apr 24 | Eileen K Murray | Common Stock | Grant | Acquire A | No | No | 0 | 4 | 0.00 | 2,028 |
5 Apr 24 | Markus Maura A. | Common Stock | Grant | Acquire A | No | No | 0 | 14 | 0.00 | 24,735.102 |
5 Apr 24 | Markus Maura A. | Common Stock | Grant | Acquire A | No | No | 0 | 51 | 0.00 | 24,721.102 |
5 Apr 24 | Keller Brett | Common Stock | Grant | Acquire A | No | No | 0 | 12 | 0.00 | 11,101 |
5 Apr 24 | Keller Brett | Common Stock | Grant | Acquire A | No | No | 0 | 30 | 0.00 | 11,089 |
News
Stocks Falter As Fed Signals Need For Higher-For-Longer Rates; Uber Crashes, Energy Sector Loses Ground: What's Driving Wednesday's Market?
8 May 24
Why Broadridge Financial Shares Are Diving Today
8 May 24
Broadridge Financial Soln Q3 2024 Adj EPS $2.23 Misses $2.24 Estimate, Sales $1.726B Miss $1.767B Estimate
8 May 24
How Is The Market Feeling About Broadridge Financial Soln?
22 Apr 24
Navigating 4 Analyst Ratings For Broadridge Financial Soln
10 Apr 24
Press releases
LTX by Broadridge Integrates with MultiLynq to Deliver Accelerated Trading Connectivity
9 May 24
Broadridge Reports Third Quarter Fiscal 2024 Results
8 May 24
Prometheum Selects Broadridge to Strengthen Post-Trade Lifecycle and Back-Office Operations
29 Apr 24
Broadridge Schedules Webcast and Conference Call to Review Third Quarter Fiscal Year 2024 Results on May 8, 2024
19 Apr 24
SBI SECURITIES Selects Broadridge's Post-trade Solution for its Equities Brokerage Services in the UK
14 Apr 24