---
title: Broadridge Financial Solutions (BR) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/br
ticker: BR
as_of: 2026-10-17
sector: Technology
industry: Information Technology Services
---
# Broadridge Financial Solutions (BR)

Broadridge Financial Solutions (BR) closed at $175.11 on Oct 16, 2026, undervalued by 6% vs its model value of $185.36 (from a five-year discounted cash flow).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $175.11 (Oct 16, 2026) |
| Model value (from a five-year discounted cash flow) | $185.36 |
| Price vs model | undervalued by 6% vs model |
| Range of that model | $120.59 – $386.10 |
| Market value | $19.8B |
| P/E (fiscal 2026) | 18.2 |
| Net margin (fiscal 2026) | 15.0% |
| Free cash flow (fiscal 2026) | $1.3B |
| Dividend yield (trailing twelve months) | 2.29% |
| Beta | 0.93 |
| Cost of capital (WACC) | 8.33% |
| Business classification | Dividend Payer (Low/slowing growth (~7% recent), Moderate margins (15% net margin), Pays dividends, Moderately volatile earnings, Strong FCF yield (6.5%)) |

## Dividends

| Figure | Value |
| --- | ---: |
| Trailing dividend yield | 2.29% |
| Dividends per share, last 12 months | $4.02 |
| Dividends / free cash flow (fiscal 2026) | 34.7% |
| Raised | 18+ years in a row |
| Growth over 5 years | 11.2% a year |
| Latest payment | $1.09, ex-date Sep 3, 2026, paid Oct 5, 2026 |

| Year of payments | Dividends per share |
| --- | ---: |
| To Sep 14, 2021 | $2.37 |
| To Sep 14, 2022 | $2.65 |
| To Sep 14, 2023 | $2.98 |
| To Sep 12, 2024 | $3.28 |
| To Sep 11, 2025 | $3.62 |
| Trailing twelve months (to Sep 3, 2026) | $4.02 |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $185.36 | $120.59 | $386.10 |
| DCF · Perpetuity growth · 10y | cross check | $197.35 | $132.52 | $394.49 |
| DCF · EBITDA exit · 5y | cross check | $197.90 | $137.12 | $269.46 |
| DCF · EBITDA exit · 10y | cross check | $207.52 | $144.74 | $290.99 |
| P/E · peers | cross check | $256.90 | $142.04 | $302.07 |
| P/E · own history | cross check | $341.47 | $315.46 | $377.38 |
| PEG | sanity check | $129.07 | $129.07 | $129.07 |
| EV/EBITDA · peers | cross check | $164.51 | $72.70 | $206.18 |
| EV/Revenue · peers | cross check | $234.26 | $150.05 | $590.87 |
| Earnings power value | cross check | $62.66 | $49.38 | $81.76 |
| Dividend discount | cross check | $85.84 | $60.05 | $135.94 |

## Insider activity (SEC Form 4)

Past 90 days: 0 open-market buys ($0) and 1 open-market sale ($399,559.8); 10b5-1 plan sales included.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Oct 5, 2026 | MURRAY EILEEN K | Director | Grant / award | 20 | $0 |
| Oct 5, 2026 | MURRAY EILEEN K | Director | Grant / award | 18 | $0 |
| Oct 5, 2026 | Zavery Amit | Director | Grant / award | 27 | $0 |
| Oct 5, 2026 | Zavery Amit | Director | Grant / award | 34 | $0 |
| Oct 5, 2026 | Mosconi Patricia Ann | Director | Grant / award | 1 | $0 |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Sep 29, 2026 | ARS | Annual report to shareholders | https://www.sec.gov/Archives/edgar/data/1383312/000114036126037939/ny20075597x4_ars.pdf |
| Sep 29, 2026 | DEFA14A | Additional proxy materials | https://www.sec.gov/Archives/edgar/data/1383312/000114036126037938/ny20075597x2_defa14a.htm |
| Sep 29, 2026 | DEF 14A | Proxy statement | https://www.sec.gov/Archives/edgar/data/1383312/000114036126037937/ny20075597x1_def14a.htm |
| Aug 4, 2026 | 10-K | Annual report | https://www.sec.gov/Archives/edgar/data/1383312/000162828026052243/br-20260630.htm |
| Aug 4, 2026 | 8-K | 2.02 Results of Operations (Earnings); 8.01 Other Events | https://www.sec.gov/Archives/edgar/data/1383312/000138331226000022/br-20260803.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Yacktman | 2026-06-30 | 878,522 | $120.3M |
| Jensen | 2026-06-30 | 380,126 | $52.1M |
| Bridgewater | 2026-06-30 | 35,752 | $4.9M |

3 tracked managers in all.

## About

Broadridge Financial Solutions, Inc. delivers specialized technology and communication services designed for the financial sector. Its Investor Communication Solutions division is responsible for processing and disseminating proxy materials for equity securities and mutual funds, streamlining associated voting procedures. Furthermore, it circulates vital regulatory disclosures, details on class actions and corporate reorganizations, and comprehensive tax reporting services. Notable offerings include ProxyEdge, an electronic proxy delivery and voting system. The company also provides data-centric solutions and a holistic platform for content creation, management, and multi-channel delivery of regulatory, marketing, and transactional content, alongside mutual fund transaction processing and advanced data analysis tools. This segment offers tailored services for public companies and investm…

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Source: https://sweetvaluelab.com/stocks/br (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.