BR

BROADRIDGE FINANCIAL SOLUTIONS, INC.

Ticker: BRIndustrialsBusiness ServicesS&P 500
HQ LAKE SUCCESS, NYCIK 1383312FY end 06-30Book / share $24.26Shares 117M
Revenue (FY)
$7.48B+8.53%
Op. margin
17.40%+0.14%
Net income
$1.12B+33.92%
Operating cash
$1.35B+14.88%
Free cash flow
$1.23B+16.72%
Return on equity
39.58%+7.96%
Debt / equity
1.15-0.08%
Shares outstanding
117.1M-1.01%

The business

Broadridge Financial Solutions, Inc. (NYSE: BR) is a global financial technology leader that powers investing, corporate governance, and communications for the financial services industry. The company operates through two primary reportable segments: Investor Communication Solutions, which represents approximately 74 percent of revenues, and Global Technology and Operations, which accounts for approximately 26 percent of revenues.

The Investor Communication Solutions segment provides regulatory solutions including proxy materials distribution and voting services, data-driven fund solutions with analytics and compliance capabilities, corporate issuer solutions spanning shareholder meetings and regulatory filings, and customer communications solutions for omni-channel delivery across print and digital channels. The Global Technology and Operations segment delivers mission-critical infrastructure for capital markets and wealth management, including front-to-back transaction processing, trade lifecycle management, and portfolio management solutions.

Broadridge serves a diverse client base including banks, broker-dealers, asset and wealth managers, public companies, mutual funds, retirement service providers, and corporate issuers across financial services and other industries. In fiscal year 2026, the company managed proxy voting for over one billion equity proxy positions, processed more than eight billion investor and customer communications, and processed an average of over eighteen trillion dollars in tokenized and traditional securities trades daily.

The company operates through a network of highly automated production facilities and geographically dispersed processing centers providing disaster recovery capabilities. Broadridge maintains a portfolio of more than 180 U.S. and non-U.S. patents and operates proprietary technology platforms built on hybrid cloud and traditional data center infrastructure designed for high availability and scalability.

The company's growth strategy focuses on three key themes: democratization and digitization in governance, simplifying and innovating trading in capital markets, and modernizing wealth and investment management. Broadridge positions itself as a bridge between traditional and digital finance, with capabilities supporting tokenized securities, blockchain-enabled solutions, and artificial intelligence integration across its service offerings. The company website is www.broadridge.com.

Sector
Industrials
Industry
Business Services
HQ
LAKE SUCCESS, NY
FY end
06-30
CIK
1383312
SIC
7389
Financial performance · annual
20122026
$-747.68M$1.50B$3.74B$5.98B$8.22B201220132014201520162017201820192020202120222023202420252026

Ownership

Who holds BROADRIDGE FINANCIAL SOLUTIONS, INC. — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

710
funds hold it
0 of 35
superinvestors hold it
$5.81B
fund-held value
35.7%
of shares held by funds
4
bond issues held by funds

Top fund holders

Fund% of fundValue
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.02%$502.75M
Schwab U.S. Dividend Equity ETF
SCHD · SCHWAB STRATEGIC TRUST
0.45%$428.45M
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.02%$410.42M
VanEck Morningstar Wide Moat ETF
MOAT · VanEck ETF Trust
2.00%$232.15M
Fidelity 500 Index Fund
FXAIX · Fidelity Concord Street Trust
0.03%$229.66M

Bonds held by funds

Funds report holding 4 issues of BROADRIDGE FINANCIAL SOLUTIONS, INC.'s debt, $298.49M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 3.66%, maturing 20262036.

IssueCouponMaturesFundsFund-held
BROADRIDGE FINAN2.900%2029-12-0163$104.94M
Broadridge Financial Solutions Inc5.750%2036-05-1544$81.30M
Broadridge Financial Solutions Inc2.600%2031-05-0155$76.95M
Broadridge Financial Solutions Inc3.400%2026-06-2713$35.30M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

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