Broadridge Financial Solutions Stock Analysis
BR Stock | USD 195.91 1.68 0.86% |
Broadridge Financial Solutions is fairly valued with Real Value of 193.07 and Target Price of 188.83. The main objective of Broadridge Financial stock analysis is to determine its intrinsic value, which is an estimate of what Broadridge Financial Solutions is worth, separate from its market price. There are two main types of Broadridge Financial's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Broadridge Financial's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Broadridge Financial's stock to identify patterns and trends that may indicate its future price movements.
The Broadridge Financial stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Broadridge Financial is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. Broadridge Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Broadridge Financial's ongoing operational relationships across important fundamental and technical indicators.
Broadridge |
Broadridge Stock Analysis Notes
About 93.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 1.68. Broadridge Financial recorded earning per share (EPS) of 5.75. The entity last dividend was issued on the 14th of March 2024. Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company was founded in 1962 and is headquartered in Lake Success, New York. Broadridge Financial operates under Information Technology Services classification in the United States and is traded on New York Stock Exchange. It employs 14300 people. For more info on Broadridge Financial Solutions please contact Timothy Gokey at 516 472 5400 or go to https://www.broadridge.com.Broadridge Financial Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Broadridge Financial's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Broadridge Financial Solutions or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Broadridge Financial generated a negative expected return over the last 90 days | |
Over 93.0% of the company shares are held by institutions such as insurance companies | |
On 5th of April 2024 Broadridge Financial paid $ 0.8 per share dividend to its current shareholders | |
Latest headline from finance.yahoo.com: Gear Energy Ltd. Reminds Shareholders of Upcoming Shareholder Meeting and Advises of Unanimous Support from Two Leading Independent Proxy Advisors |
Broadridge Financial Upcoming and Recent Events
Earnings reports are used by Broadridge Financial to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Broadridge Financial previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
1st of February 2024 Upcoming Quarterly Report | View | |
7th of May 2024 Next Financial Report | View | |
31st of December 2023 Next Fiscal Quarter End | View | |
13th of August 2024 Next Fiscal Year End | View | |
30th of September 2023 Last Quarter Report | View | |
30th of June 2023 Last Financial Announcement | View |
Broadridge Largest EPS Surprises
Earnings surprises can significantly impact Broadridge Financial's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
2012-11-06 | 2012-09-30 | 0.16 | 0.18 | 0.02 | 12 | ||
2010-11-04 | 2010-09-30 | 0.12 | 0.1 | -0.02 | 16 | ||
2012-05-08 | 2012-03-31 | 0.25 | 0.28 | 0.03 | 12 |
Broadridge Financial Thematic Classifications
In addition to having Broadridge Financial stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
TechnologyResearch or development of technologically based good | ||
Business ServicesUSA Equities from Business Services industry as classified by Fama & French |
Broadridge Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Broadridge Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Broadridge Financial Solutions backward and forwards among themselves. Broadridge Financial's institutional investor refers to the entity that pools money to purchase Broadridge Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares | Jensen Investment Management | 2023-12-31 | 1.8 M | Barclays Plc | 2023-12-31 | 1.6 M | Stifel Financial Corp | 2023-12-31 | 1.5 M | Mitsubishi Ufj Asset Management Co.,ltd | 2023-12-31 | 1.5 M | Wells Fargo & Co | 2023-12-31 | 1.2 M | Northern Trust Corp | 2023-12-31 | 1.2 M | Bahl & Gaynor Inc. | 2023-12-31 | 1.1 M | Veritas Investment Partners (uk) Ltd. | 2023-12-31 | 1 M | Macquarie Group Ltd | 2023-12-31 | 1 M | Vanguard Group Inc | 2023-12-31 | 14 M | Blackrock Inc | 2023-12-31 | 9.8 M |
Broadridge Market Capitalization
The company currently falls under 'Large-Cap' category with a market capitalization of 22.87 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Broadridge Financial's market, we take the total number of its shares issued and multiply it by Broadridge Financial's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Broadridge Profitablity
Broadridge Financial's profitability indicators refer to fundamental financial ratios that showcase Broadridge Financial's ability to generate income relative to its revenue or operating costs. If, let's say, Broadridge Financial is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Broadridge Financial's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Broadridge Financial's profitability requires more research than a typical breakdown of Broadridge Financial's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin (PM) of 0.11 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of 0.09 %, which signifies that for every $100 of sales, it has a net operating income of $0.09. Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.17 | 0.14 | |
Return On Capital Employed | 0.18 | 0.24 | |
Return On Assets | 0.07 | 0.07 | |
Return On Equity | 0.25 | 0.22 |
Management Efficiency
Broadridge Financial has Return on Asset (ROA) of 0.0789 % which means that for every $100 of assets, it generated a profit of $0.0789. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.3548 %, which means that it produced $0.3548 on every 100 dollars invested by current stockholders. Broadridge Financial's management efficiency ratios could be used to measure how well Broadridge Financial manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Broadridge Financial's Return On Capital Employed is relatively stable compared to the past year. As of 04/23/2024, Return On Assets is likely to grow to 0.07, while Return On Tangible Assets are likely to drop 0.14. At this time, Broadridge Financial's Total Assets are relatively stable compared to the past year. As of 04/23/2024, Non Current Assets Total is likely to grow to about 8.3 B, while Other Current Assets are likely to drop slightly above 131.4 M.Last Reported | Projected for Next Year | ||
Book Value Per Share | 17.13 | 17.99 | |
Net Current Asset Value | 0.00 | 0.00 | |
Tangible Asset Value | 0.00 | 0.00 | |
Tangible Book Value Per Share | (26.27) | (24.95) | |
Enterprise Value Over EBITDA | 16.59 | 10.36 | |
Price Book Value Ratio | 7.83 | 5.34 | |
Enterprise Value Multiple | 16.59 | 10.36 | |
Price Fair Value | 7.83 | 5.34 | |
Enterprise Value | 2.1 B | 1.9 B |
The analysis of Broadridge Financial's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Broadridge Financial's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Broadridge Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield 0.0165 | Forward Dividend Yield 0.0165 | Forward Dividend Rate 3.2 | Beta 0.982 |
Technical Drivers
As of the 23rd of April, Broadridge Financial shows the Risk Adjusted Performance of (0.02), standard deviation of 1.03, and Mean Deviation of 0.8277. Broadridge Financial technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to interpolate data for thirteen technical drivers for Broadridge Financial Solutions, which can be compared to its peers. Please confirm Broadridge Financial variance and value at risk to decide if Broadridge Financial is priced correctly, providing market reflects its regular price of 195.91 per share. Given that Broadridge Financial has information ratio of (0.13), we suggest you to validate Broadridge Financial Solutions's prevailing market performance to make sure the company can sustain itself at a future point.Broadridge Financial Price Movement Analysis
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Broadridge Financial middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Broadridge Financial. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Broadridge Financial Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Broadridge Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Broadridge Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Broadridge Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Timothy Gokey over two weeks ago Disposition of 12227 shares by Timothy Gokey of Broadridge Financial at 203.23 subject to Rule 16b-3 | ||
Murray Eileen K over three weeks ago Acquisition by Murray Eileen K of tradable shares of Broadridge Financial subject to Rule 16b-3 | ||
Amit Zavery over three months ago Acquisition by Amit Zavery of 538 shares of Broadridge Financial subject to Rule 16b-3 | ||
Amit Zavery over six months ago Acquisition by Amit Zavery of tradable shares of Broadridge Financial subject to Rule 16b-3 | ||
Amit Zavery over six months ago Acquisition by Amit Zavery of 142 shares of Broadridge Financial subject to Rule 16b-3 | ||
Amit Zavery over six months ago Acquisition by Amit Zavery of tradable shares of Broadridge Financial subject to Rule 16b-3 | ||
Amit Zavery over six months ago Acquisition by Amit Zavery of tradable shares of Broadridge Financial subject to Rule 16b-3 |
Broadridge Financial Outstanding Bonds
Broadridge Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Broadridge Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Broadridge bonds can be classified according to their maturity, which is the date when Broadridge Financial Solutions has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
BROADRIDGE FINANCIAL SOLUTIONS Corp BondUS11133TAE38 | View | |
BROADRIDGE FINANCIAL SOLUTIONS Corp BondUS11133TAD54 | View | |
BROADRIDGE FINL SOLUTIONS Corp BondUS11133TAC71 | View |
Broadridge Financial Predictive Daily Indicators
Broadridge Financial intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Broadridge Financial stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Accumulation Distribution | 3056.57 | |||
Daily Balance Of Power | 0.9825 | |||
Rate Of Daily Change | 1.01 | |||
Day Median Price | 195.29 | |||
Day Typical Price | 195.49 | |||
Price Action Indicator | 1.47 | |||
Period Momentum Indicator | 1.68 |
Broadridge Financial Corporate Filings
F4 | 8th of April 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 2nd of April 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 27th of March 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 7th of March 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 4th of March 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 29th of February 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 28th of February 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 16th of February 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Broadridge Financial Forecast Models
Broadridge Financial's time-series forecasting models are one of many Broadridge Financial's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Broadridge Financial's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Broadridge Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how Broadridge Financial prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Broadridge shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Broadridge Financial. By using and applying Broadridge Stock analysis, traders can create a robust methodology for identifying Broadridge entry and exit points for their positions.
Last Reported | Projected for Next Year | ||
Pretax Profit Margin | 0.13 | 0.15 | |
Operating Profit Margin | 0.18 | 0.17 | |
Net Profit Margin | 0.09 | 0.07 | |
Gross Profit Margin | 0.27 | 0.22 |
Current Broadridge Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Broadridge analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Broadridge analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
188.83 | Buy | 10 | Odds |
Most Broadridge analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Broadridge stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Broadridge Financial, talking to its executives and customers, or listening to Broadridge conference calls.
Broadridge Stock Analysis Indicators
Broadridge Financial Solutions stock analysis indicators help investors evaluate how Broadridge Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Broadridge Financial shares will generate the highest return on investment. By understating and applying Broadridge Financial stock analysis, traders can identify Broadridge Financial position entry and exit signals to maximize returns.
Begin Period Cash Flow | 224.7 M | |
Long Term Debt | 2.2 B | |
Common Stock Shares Outstanding | 119 M | |
Total Stockholder Equity | 2.2 B | |
Total Cashflows From Investing Activities | -80.4 M | |
Tax Provision | 164.3 M | |
Quarterly Earnings Growth Y O Y | 0.229 | |
Property Plant And Equipment Net | 145.7 M | |
Cash And Short Term Investments | 252.3 M | |
Cash | 252.3 M | |
Accounts Payable | 157.3 M | |
Net Debt | 3.2 B | |
50 Day M A | 200.5406 | |
Total Current Liabilities | 2.4 B | |
Other Operating Expenses | 5.1 B | |
Non Current Assets Total | 6.8 B | |
Forward Price Earnings | 23.1481 | |
Common Stock Total Equity | 1.6 M | |
Non Currrent Assets Other | 829.2 M | |
Stock Based Compensation | 73.1 M |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Broadridge Financial Solutions. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Complementary Tools for Broadridge Stock analysis
When running Broadridge Financial's price analysis, check to measure Broadridge Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Broadridge Financial is operating at the current time. Most of Broadridge Financial's value examination focuses on studying past and present price action to predict the probability of Broadridge Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Broadridge Financial's price. Additionally, you may evaluate how the addition of Broadridge Financial to your portfolios can decrease your overall portfolio volatility.
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Is Broadridge Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Broadridge Financial. If investors know Broadridge will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Broadridge Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.229 | Dividend Share 1.45 | Earnings Share 5.75 | Revenue Per Share 53.656 | Quarterly Revenue Growth 0.087 |
The market value of Broadridge Financial is measured differently than its book value, which is the value of Broadridge that is recorded on the company's balance sheet. Investors also form their own opinion of Broadridge Financial's value that differs from its market value or its book value, called intrinsic value, which is Broadridge Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Broadridge Financial's market value can be influenced by many factors that don't directly affect Broadridge Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Broadridge Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Broadridge Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Broadridge Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.