Broadridge Financial Solutions (BR)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
At a market value of $18.6B, Broadridge Financial Solutions's free cash flow of $1.2B (fiscal 2026) would need to grow about 1% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 9 years.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Broadridge Financial Solutions's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.
Fundamental grade
Five factors scored 1 to 9 from BR's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Broadridge Financial Solutions's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Revenue | $5.7B | $6.1B | $6.5B | $6.9B | $7.5B |
| Net income | $539M | $631M | $698M | $840M | $1.1B |
| Free cash flow | $370M | $748M | $943M | $1.1B | $1.2B |
| EPS (diluted) | $4.55 | $5.30 | $5.86 | $7.10 | $9.60 |
| Operating margin | 13.3% | 15.4% | 15.6% | 17.3% | 17.4% |
Where the revenue comes from
Revenue by segments, fiscal 2026.
Superinvestors who own BR
From each investor's latest 13F filing (what a 13F shows). 6 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness AQR Capital Management |
Added | $229M | 0.08% | Q2 2026 |
| Donald Yacktman Yacktman Asset Management |
New position | $120M | 1.5% | Q2 2026 |
| Sean Stannard-Stockton Ensemble Capital Management |
Trimmed | $82M | 6.9% | Q3 2024 |
| Joel Greenblatt Gotham Asset Management |
Added | $24M | 0.06% | Q2 2026 |
| Murray Stahl Horizon Kinetics LLC |
Trimmed | $3M | 0.03% | Q2 2026 |
| Mark Boyar Boyar Asset Management |
Trimmed | $938,453 | 0.54% | Q2 2026 |
Insider buying
Open-market purchases by Broadridge Financial Solutions's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Mar 23, 2026 | Ro Khanna |
0 | $170.43 | — |
| Mar 23, 2026 | Ro Khanna |
0 | $170.43 | — |
| Mar 6, 2026 | Timothy C Gokey |
5,300 | $194.49 | $1M |
| Feb 24, 2026 | Ro Khanna |
0 | $177.82 | — |
| Feb 24, 2026 | Ro Khanna |
0 | $177.82 | — |
| Jan 13, 2026 | Ro Khanna |
0 | $221.59 | — |
| Jan 13, 2026 | Ro Khanna |
0 | $221.59 | — |
| Dec 31, 2025 | Dan Newhouse |
0 | $223.27 | — |
| Dec 31, 2025 | Dan Newhouse |
0 | $223.27 | — |
| Nov 3, 2025 | Ro Khanna |
0 | $221.40 | — |
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In the full deep dive
Questions
What growth does Broadridge Financial Solutions's stock price imply?
At a market value of $18.6B, Broadridge Financial Solutions would need its free cash flow to grow about 1% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew 13% a year.
Are Broadridge Financial Solutions insiders buying the stock?
10 open-market insider purchases of BR in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Broadridge Financial Solutions?
6 of the superinvestors Investingly tracks hold BR in their latest 13F, including Cliff Asness, Donald Yacktman, Sean Stannard-Stockton.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.