Broadridge Financial Solutions

Fenimore Asset Management cited Broadridge Financial Solutions as a worst performer, saying 2026 sales expectations were reduced due to an elongated sales cycle. The firm noted speculation that tokenized equities and AI-driven disruption could erode Broadridge’s market share or margins. Broadridge shares have fallen about 32% year‑over‑year and the company has a market capitalization near $18.6 billion, while hedge fund holdings in the stock increased in Q2. » Mere på finance.yahoo.com

Broadridge stock closed at $168.10 after recovering from $133.83 to a high of $186.91. The rising 50-EMA at $166.53 currently serves as support, while the 10-EMA and the falling 200-EMA around $175–176 form a resistance cluster. A sustained breakout above this cluster would open the way back to the high at $186.91; if supports give way, $160, $150 and, on a break of the cloud, $148.50 and the low at $133.83 come into focus. The stock has a P/E ratio of 15.93; the average analyst price target is $213.38. » Mere på finanzen.net

Broadridge beat consensus in the fiscal fourth quarter with adjusted EPS of $3.82 and revenue of $2.22 billion. For the full year adjusted EPS rose to $9.60, currency-adjusted recurring revenue was up 8% and free cash flow reached $1.2 billion. The company raised the dividend by 12%, expanded the buyback program to $1.5 billion, and sees currency-adjusted recurring revenue growth of 6–8% for 2027 and EPS growth of 8–12% with an adjusted operating margin of around 21%. Management names AI, tokenization and digital communications as long-term growth drivers. » Mere på de.investing.com

Broadridge Financial Solutions will publish results for the quarter ended June 30 on August 4. On average, 8 analysts expect earnings per share of $3.76 (prior year $3.16) and revenue of $2.17 billion (+5.09% versus $2.07 billion). For the recently completed fiscal year, analyst estimates average $9.55 per share (previously $7.10) and revenue of $7.43 billion (prior year $6.89 billion). » Mere på finanzen.net

Jensen Quality Growth Equity Strategy reported trimming its stake in Broadridge Financial Solutions after the shares underperformed amid worries about AI disintermediation and potential impacts from equity tokenization. The fund said it still sees many of Broadridge’s operational and regulatory services remaining necessary under current securities laws, will monitor market-structure and regulatory developments, and has sized the position to manage portfolio risk. » Mere på finance.yahoo.com