Broadridge Financial Solutions Inc. (BR)
BR · Industrials · 
United States
Broadridge Financial Solutions Inc. (BR) is a US company in the Industrials sector. The stock has its largest weight in WIND (MSCI World Industrials), at 0.21%. Anyone who holds an ETF containing Broadridge Financial Solutions also has an indirect stake in the company.
Data and Charts: Broadridge Financial Solutions
Key Data for Broadridge Financial Solutions
Broadridge Financial Solutions Stock Price Chart
The Broadridge Financial Solutions chart shows daily closing prices and is set to the current year by default. The stock is down 19.9% year to date and down 19.1% over twelve months. The last recorded close on October 30, 2026, was $178.82, at 45% of the 52-week range.
Price series from our database since Aug 12, 2024, 558 daily values.
Broadridge Financial Solutions Stock Performance
| Year to date | -19.9% | 1 year | -19.1% |
|---|---|---|---|
| 1 month | +11.0% | 3 months | +16.2% |
| Calendar year 2025 | -1.3% |
Measured in euros, Broadridge Financial Solutions is down 15.7% year to date and down 16.3% over twelve months. The difference from the dollar figures above comes from the exchange rate alone. Each daily price is converted at the ECB euro reference rate for that day.
Alysly Data Analysis: Broadridge Financial Solutions
What ETF Is Broadridge Financial Solutions In?
Broadridge Financial Solutions has above-average ETF coverage and is held by 21 of the 104 ETFs we track, which together follow 10 indices. That puts the stock in more ETFs than 83.5% of the 4,341 stocks we track.
| ETF | Index | Weight | per €1,000 in the ETF |
|---|---|---|---|
| WIND | MSCI World Industrials | 0.21% | €2.13 |
| XDWI / XMIW | MSCI World Industrials | 0.21% | €2.11 |
| XDEW | S&P 500 Equal Weight | 0.21% | €2.06 |
| 2B7K | MSCI World SRI | 0.10% | €1.00 |
| XDEQ | MSCI World Quality | 0.08% | €0.76 |
| SPYL / SPY5 | S&P 500 | 0.03% | €0.32 |
| XD9U / XD9D | MSCI USA | 0.03% | €0.31 |
| SXR8 | S&P 500 | 0.03% | €0.30 |
| SWWD | MSCI World | 0.02% | €0.24 |
| SPPW | MSCI World | 0.02% | €0.24 |
| XDWD / XDWL | MSCI World | 0.02% | €0.23 |
| SPYY | MSCI ACWI | 0.02% | €0.22 |
| WIMI | MSCI World IMI | 0.02% | €0.21 |
| EUNL | MSCI World | 0.02% | €0.20 |
| IUSQ | MSCI ACWI | 0.02% | €0.20 |
| SPYI / SPSA | MSCI ACWI IMI | < 0.01% | < €0.05 |
The last column shows how much of €1,000 in one of these funds goes to Broadridge Financial Solutions, based on each fund's latest holdings list.
US-listed ETFs holding Broadridge Financial Solutions (weight per latest SEC filing): SCHD 0.51%, VYM 0.07%, IVV 0.02%, SPY 0.02%, VOO 0.02%, VTI 0.02%. These funds are registered in the US; retail investors in the EU usually cannot buy them.
Broadridge Financial Solutions Weight in iShares Core MSCI World (EUNL) Since 2019
In iShares Core MSCI World (EUNL), Broadridge Financial Solutions had a weight of 0.03% on Sep 30, 2019 and 0.02% on Oct 30, 2026. The fund tracks the MSCI World. Its share peaked at 0.04% on Sep 30, 2022. The weight rises and falls with the stock's price performance relative to the other index members. It can also change when the index provider adjusts the index composition.
What's Inside Your ETF Portfolio and the ETF overlap check show how much Broadridge Financial Solutions overlaps with the rest of a portfolio.
Which Tracked Investors Hold Broadridge Financial Solutions?
Broadridge Financial Solutions is not among the largest purchases in the quarter ending Jun 30, 2026. The list is led by GOOGL, DAL and NEBIUS GROUP N.V. The only manager we track that holds Broadridge Financial Solutions increased its position.
| Investor | Shares | Value | Quarter |
|---|---|---|---|
| Bridgewater Associates | 35,752 | $5M | increased by 14,400 |
As of Jun 30, 2026. Based on quarterly filings with the US securities regulator, submitted up to 45 days after the reference date. The change counts shares, not price gains.
What Broadridge Financial Solutions Executives and Directors Traded Recently
| Date | Person | Type | Shares | Price |
|---|---|---|---|---|
| Oct 1, 2026 | Carey Thomas P Officer, Corporate VP | Sell | 2,501 | $159.76 |
The table shows open-market purchases and sales reported over the past 90 days. Directors, officers and shareholders owning more than ten percent must report such transactions within two trading days. Awards and option exercises are excluded.
“Plan” means the transaction follows a schedule set up in advance under Rule 10b5-1. Sales consistently outnumber purchases in these filings because a large part of executive pay is granted in shares. For comparison: over the period covered, executives and directors reported sales at 271 of 350 tracked companies and purchases at 32.
Stocks With ETF Exposure Similar to Broadridge Financial Solutions
| Stock | Shared ETFs | r | 1 year | Annualized volatility | Net margin | Revenue growth |
|---|---|---|---|---|---|---|
| Broadridge Financial Solutions | – | – | -19.1% | 25.1% | 15.0% | +8.5% |
 EMCOR Group | 21 | – | +4.9% | 42.2% | 7.5% | +16.6% |
 Ferguson Enterprises | 21 | – | -2.9% | 32.2% | 6.0% | +3.8% |
 Hubbell Incorporated | 21 | – | -10.1% | 31.4% | 15.2% | +3.8% |
| Lennox International | 21 | – | -30.6% | 37.2% | 15.5% | -2.7% |
 Rockwell Automation | 21 | – | +19.3% | 32.0% | 10.4% | +0.9% |
 Trane Technologies | 21 | – | -8.1% | 28.3% | 13.7% | +7.5% |
 Veralto Corporation | 21 | – | +10.7% | 22.0% | 17.1% | +6.0% |
| C.H. Robinson Worldwide | 21 | – | -19.5% | 38.9% | 3.6% | -8.4% |
These stocks reach a portfolio through largely the same funds as Broadridge Financial Solutions. “Shared ETFs” counts the funds that hold both.
Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.
Fundamental Analysis: Broadridge Financial Solutions
Broadridge Financial Solutions Key Financials
Figures come from the SEC annual filing for the latest reported fiscal year (period end Jun 30, 2026).
| Fiscal year | Revenue | Net income | Margin |
|---|---|---|---|
| FY ended Jun 2023 | 6.1 | 0.6 | 10.4% |
| FY ended Jun 2024 | 6.5 | 0.7 | 10.7% |
| FY ended Jun 2025 | 6.9 | 0.8 | 12.2% |
| FY ended Jun 2026 | 7.5 | 1.1 | 15.0% |
Technical Analysis: Broadridge Financial Solutions
Broadridge Financial Solutions Risk Metrics
The close on Oct 30, 2026, was 33.0% below the highest close since Aug 12, 2024. That high was reached on Aug 6, 2025. When the S&P 500 rose or fell 1%, Broadridge Financial Solutions moved 0.03% on average in the same direction (past 252 trading days). The correlation of 0.01, however, shows only a moderate link to the broad market. Accordingly, moves in the S&P 500 explain only a small part of the daily price moves of Broadridge Financial Solutions.
What Broadridge Financial Solutions Correlates With
| Instrument | r | −1 … +1 |
|---|---|---|
| Gartner Inc. | +0.83 | |
| Thomson Reuters Corporation | +0.81 | |
| Adobe Inc. | +0.73 | |
| Equifax Inc. | +0.72 | |
| Tyler Technologies Inc. | +0.71 | |
| Brown & Brown Inc. | +0.70 | |
| Teradyne Inc. | -0.56 | |
| nVent Electric plc | -0.56 | |
| Quanta Services Inc. | -0.52 |
The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio.
