What is the latest published BR stock rating?

Broadridge Financial Solutions, Inc. is shown with Buy in the latest published report, analyzed 2026-10-10. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full BR analysis?

The full latest published report, analyzed 2026-10-10, lives at /stocks/BR/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair value is used for BR?

The latest published report analyzed 2026-10-10 gives BR a fair value of USD 184 and a potential value of USD 214. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.

How often is the BR page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-10-10). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

BR Stock: Fundamentals & Analysis | StockMarketAgent.AI

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Broadridge Financial Solutions, Inc. (BR)

NYSE: BR · USD

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StockMarketAgent Research · Analyzed 2026-10-10

Our latest published analysis: BR rated Buy

Broadridge Financial Solutions, Inc.'s published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.

Fair value

$184 / share

Potential value

$214 / share

Upside to FV

+11.4%

Moat

9/10

Wide

Read full analysis →View archive · 24mo

9-phase methodology · same model in each published edition

Market cap	$18.7B
P/E (forward)	15.5x

Market data

Price

Recent price action with selectable time range.

Financial snapshot

P/E (forward): 15.5x
Market cap: $18.7B

Item	P1	P2	P3	P4	P5	Trend
Period	2022-06-30	2023-06-30	2024-06-30	2025-06-30	2026-06-30	Trend
Revenue	$5.71B	$6.06B	$6.51B	$6.89B	$7.48B	+7.0%
Gross profit	$1.59B	$1.79B	$1.93B	$2.14B	$2.38B	+10.5%
Operating income	$759.9M	$936.4M	$1.02B	$1.19B	$1.30B	+14.4%
Net income	$539.1M	$630.6M	$698.1M	$839.5M	$1.12B	+20.2%
EPS (diluted)	$4.55	$5.30	$5.86	$7.10	$9.60	+20.5%
EBITDA	$1.22B	$1.36B	$1.51B	$1.69B	$1.64B	+7.6%
R&D	—	—	—	—	—	—
SG&A	$832.3M	$849.0M	$916.8M	$948.2M	$1.08B	+6.6%

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Base and Bull scenarios

Base65%

Price target

$184.36

+11.4% from spot

Under the modal Base case path, which carries a probability of 65.0%, Broadridge achieves our Fair value target of $184.36, delivering an implied return of 11.4% from $165.45 (as of 2026-10-09). In this scenario, recurring revenue compounds in line with management guidance at mid-single-digit rates, supported by the scheduled onboarding of the contracted sales backlog and steady retail investor account creation. Operating margins expand toward guided levels as electronic proxy notifications reduce distribution processing overhead,. Free cash flow conversion remains comfortably above reported net income, funding steady dividend increases and systematic share repurchases that retire outstanding shares annually. This case would be disconfirmed if organic recurring revenue growth falls below guided ranges for two consecutive quarters.

Recurring revenue compounds in line with company guidance.
Adjusted operating margins expand toward guided levels.
Share repurchases retire shares annually under the board authorization.

Bull15%

Price target

$213.80

+29.2% from spot

In the upside Bull case path, which carries an assigned probability of 15.0%, Broadridge achieves our Potential value target of $213.80, generating an implied return of 29.2% from $165.45 (as of 2026-10-09). This path reflects accelerated institutional adoption of Distributed Ledger Repo and broad multi-asset connectivity through DLX,. GTO revenue accelerates to double-digit recurring growth as tier-one global banks standardize post-trade workflows on Broadridge infrastructure. Concurrently, rapid transition to digital default proxy delivery eliminates physical handling costs, lifting operating margins beyond guided levels. Investors would confirm this path through accelerated closed sales bookings and recurring revenue outperformance in upcoming earnings releases.

Distributed Ledger Repo and DLX drive rapid recurring revenue expansion across global banks.
Operating margins expand beyond guidance as digital delivery eliminates physical distribution overhead.
Closed sales bookings exceed guided ranges, replenishing the contracted revenue backlog.

Sensitivity: Ke × terminal growth

The highlighted cell is Fair value when every assumption sits at its base level ($184.36). Each row and column shows what Fair value becomes when one assumption moves.

Ke ↓ / g →	2.0%	2.3%	2.5%	2.8%	3.0%
8.1%	$197	$200	$203	$207	$211
8.6%	$188	$190	$193	$196	$200
9.1%	$180	$182	$184	$187	$190
9.6%	$173	$175	$177	$179	$181
10.1%	$167	$168	$170	$172	$174

Scorecard

Published factor rows and weighted composite

Valuation7.5

Management8.5

Balance Sheet5.0

Profitability7.5

Revenue Growth6.0

Risk Assessment6.0

Competitive Moat9.0

Earnings Quality6.5

Capital Efficiency7.5

Weighted composite

7.1/10

Above average

Category	Score	Reading
Valuation	7.5
Management	8.5
Balance Sheet	5.0
Profitability	7.5
Revenue Growth	6.0
Risk Assessment	6.0
Competitive Moat	9.0
Earnings Quality	6.5
Capital Efficiency	7.5

レーティング履歴

各月に公開されたリサーチ版が示したレーティングです。レーティングは分析時点の株価を公正価値と比較したもので、判断が当たったかどうかの記録ではありません。

年	1月	2月	3月	4月	5月	6月	7月	8月	9月	10月	11月	12月
2026

買い

Broadridge Financial Solutions, Inc. (BR)

Our latest published analysis: BR rated Buy

Price

Financial snapshot

Fair-value bridge

Latest news · BR

Valuation

Base and Bull scenarios

Sensitivity: Ke × terminal growth

Scorecard

Next earnings

Sector percentile context

Deeper analysis on BR

Frequently asked questions

レーティング履歴