UP!
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Type
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Public |
|---|---|
| Traded as | NYSE: BR S&P 400 Component |
| Industry | Business Process Outsourcing |
| Founded | Lake Success, New York (2007) |
| Headquarters | Lake Success, New York, U.S. |
|
Key people
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Richard J. Daly (CEO) |
| Revenue |  US$2.694B (FY 2015) |
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Net income
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US$287M (FY 2015) |
| Total assets | US$2.36B (FY 2015) |
| Total equity | US$927M (FY 2015) |
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Number of employees
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10,000 (2016) |
| Website | www |
Broadridge Financial Solutions, Inc. is a US servicing company for the financial industry founded in 2007 as a spin-off from Automatic Data Processing (ADP). The main fields of work are in securities processing, clearing and investor communication. The main business of Broadridge is electronic proxy voting.
The company was established in 2007 as spin off from Automatic Data Processing (ADP).
In 2010, Broadridge Financial Solutions acquired NewRiver, Inc., an innovator in Electronic Investor Disclosure
On Jan. 7, 2011, it acquired Matrix Financial Solutions, a provider of retirement products for third party administrators and other financial professionals.
On Sept. 8, 2011, Broadridge Financial Solutions acquired Paladyne Systems, Inc., a provider of investment management solutions.
On June. 14, 2016, Broadridge Financial Solutions acquired DST’s North American Customer Communications Business.
| Period | Date | Adjusted Actuals EPS | GAAP EPS |
|---|---|---|---|
| Q1 2023 | 2022-11-02 | 0.84 | 0.84 |
| Q4 2022 | 2022-08-12 | 2.65 | 2.65 |
| Q3 2022 | 2022-05-03 | 1.93 | 1.93 |
| Q2 2022 | 2022-02-01 | 0.82 | 0.82 |
| Q1 2022 | 2021-11-03 | 1.07 | 1.07 |
| Q4 2021 | 2021-08-12 | 2.19 | 2.19 |
| Q3 2021 | 2021-05-04 | 1.76 | 1.76 |
| Q2 2021 | 2021-02-02 | 0.73 | 0.73 |
| Q1 2021 | 2020-10-30 | 0.98 | 0.98 |
| Q4 2020 | 2020-08-11 | 2.15 | 2.15 |
| 2016-07-07 | Downgrade | Barclays PLC | Overweight to Equal Weight | $67.00 |
| 2016-06-15 | Downgrade | Avondale Partners | Outperform to Market Perform | $65.00 |
| 2016-06-07 | Downgrade | Raymond James | Outperform to Market Perform | |
| 2016-06-07 | Downgrade | Raymond James Financial Inc. | Outperform to Market Perform | |
| 2016-01-08 | Upgrade | Avondale Partners | Market Perform to Market Outperform | $57.00 to $60.00 |
| 2015-10-30 | Boost Price Target | Barclays | Overweight | $61.00 to $65.00 |
| 2015-10-30 | Boost Price Target | Barclays PLC | Overweight | $61.00 to $65.00 |
| 2015-09-16 | Initiated Coverage | Barclays | Overweight | $61.00 to $61.00 |
| 2015-08-14 | Reiterated Rating | JPMorgan Chase & Co. | Neutral | $52.00 to $59.00 |
| 2015-04-24 | Upgrade | Evercore ISI | Hold to Buy | $46.00 to $66.00 |
| 2015-03-24 | Reiterated Rating | Cormark | Market Perform | |
| 2015-02-06 | Reiterated Rating | JPMorgan Chase & Co. | Hold | $45.00 to $50.00 |
| 2015-02-06 | Upgrade | Stifel Nicolaus | Hold to Buy | $77.00 |
| 2015-02-06 | Downgrade | Keefe, Bruyette & Woods | Outperform to Market Perform | |
| 2015-01-29 | Upgrade | Credit Suisse | Neutral to Outperform | $45.00 to $55.00 |
| 2015-01-29 | Upgrade | Credit Suisse Group AG | Neutral to Outperform | $45.00 to $55.00 |
| 2014-12-04 | Lower Price Target | Morgan Stanley | Equal Weight | $93.00 to $92.00 |
| 2014-11-10 | Reiterated Rating | Cormark | Market Perform | |
| 2014-11-07 | Reiterated Rating | Keefe, Bruyette & Woods | Outperform | $48.00 to $51.00 |
| 2014-11-06 | Reiterated Rating | Credit Suisse | Neutral | $41.00 to $45.00 |
| 2014-08-13 | Reiterated Rating | JPMorgan Chase & Co. | Neutral | $41.00 to $45.00 |
| 2014-07-23 | Initiated Coverage | Raymond James | Outperform | $46.00 |
| 2014-05-14 | Boost Price Target | Credit Suisse | Neutral | $39.00 to $40.00 |
| 2014-05-13 | Boost Price Target | JPMorgan Chase & Co. | Neutral | $39.00 to $41.00 |
| 2013-12-12 | Upgrade | Keefe, Bruyette & Woods | Market Perform to Outperform | $38.00 to $46.00 |
| 2013-11-08 | Boost Price Target | Keefe, Bruyette & Woods | $34.00 to $38.00 | |
| 2013-11-08 | Boost Price Target | Evercore ISI | Equal Weight | $29.00 to $33.00 |
| 2013-11-08 | Upgrade | JPMorgan Chase & Co. | Underweight to Neutral | $32.00 to $35.00 |
| 2010-09-28 | Initiated | Avondale | Mkt Perform | $24 |
| 2007-10-18 | Initiated | Oppenheimer | Buy | $28 |
| 2007-08-23 | Downgrade | JP Morgan | Overweight to Neutral | |
| 2007-05-03 | Initiated | JP Morgan | Overweight |
| 2016-07-07 | Downgrade | Barclays PLC | Overweight to Equal Weight | $67.00 |
| 2016-06-15 | Downgrade | Avondale Partners | Outperform to Market Perform | $65.00 |
| 2016-06-07 | Downgrade | Raymond James | Outperform to Market Perform | |
| 2016-06-07 | Downgrade | Raymond James Financial Inc. | Outperform to Market Perform | |
| 2016-01-08 | Upgrade | Avondale Partners | Market Perform to Market Outperform | $57.00 to $60.00 |
There is presents forecasts of rating agencies and recommendations for investors about this ticker
In BR 542 funds of 2213 total. Show all
| Fund name | Ticker shares |
|---|---|
| Vanguard Group, Inc | 14.04M |
| BlackRock Inc. | 9.83M |
| JANUS CAPITAL MANAGEMENT LLC | 7.88M |
| BlackRock Fund Advisors | 5.72M |
| MORGAN STANLEY | 5.00M |
| STATE STREET CORP | 4.65M |
| BlackRock Institutional Trust Company, N.A. | 4.20M |
| APG Asset Management N.V. | 3.81M |
| BAILLIE GIFFORD & CO | 3.62M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3.37M |
| HENDERSON GROUP PLC | 3.11M |
| GEODE CAPITAL MANAGEMENT, LLC | 2.42M |
| JENSEN INVESTMENT MANAGEMENT INC | 1.72M |
| BARCLAYS PLC | 1.55M |
| PARNASSUS INVESTMENTS /CA | 1.46M |
| Name Relationship | Total Shares | Holding stocks |
|---|---|---|
| DALY RICHARD J Chief Executive Officer | 0.19% (224181) | ADT / BR / |
| SCHIFELLITE ROBERT Corporate Vice President | 0.08% (95421) | BR / |
| DESCHUTTER DOUGLAS RICHARD Corporate Vice President | 0.07% (88733) | BR / |
| Hogan John President | 0.07% (81106) | BR / |
| BARRA JOSEPH N Corporate Vice President | 0.05% (61212) | BR / |
| SCAVELLI GERARD F Corporate Vice President | 0.04% (50403) | BR / |
| Gokey Timothy C Senior Vice President and COO | 0.04% (50354) | BR / CHRW / |
| WEBER ALAN J | 0.03% (39582) | BR / DBD / SD / |
| KALENKA ROBERT F Corporate Vice President | 0.03% (39379) | BR / |
| PERRY CHRISTOPHER JOHN Corporate SVP | 0.03% (39096) | BR / |
| Haviland Richard J | 0.03% (36932) | BR / |
| BRUN LESLIE A | 0.03% (30858) | ADP / BR / MRK / |
| Young James M Corporate VP and CFO | 0.02% (27652) | BR / |
| Levine Stuart R | 0.02% (24602) | BR / |
| CHARBONNIER MARYJO Corporate Vice President | 0.02% (22134) | BR / |
| AMSTERDAM ADAM D Corporate Vice President | 0.02% (20882) | BR / |
| PERNA THOMAS J | 0.02% (19382) | BR / |
| Duelks Robert N | 0.01% (16382) | BR / |
| Dampeer Lyell Corporate Vice President | 0.01% (16176) | BR / |
| MARCHESANI CHARLES J Corporate Vice President | 0.01% (14087) | BR / |
| Liberatore Michael VP, ICS - Mutual Funds | 0.01% (11389) | BR / |
| Matlin Laura VP, Deputy GC and CGO | 0.01% (10940) | BR / |
| JAFFEE SANDRA | 0.01% (9044) | BR / |
| Markus Maura A. | 0.01% (8573) | BR / SF / |
| Mayadas Vijay VP, Strategy | 0.01% (8483) | BR / |
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