BR
Technology · Information Technology Services
Performance
BR (BR) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
BR (BR) operates in the Information Technology Services space within the Technology sector. With a market cap of $16.7B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Forward P/E (13.9×) is lower than trailing P/E (15.5×) — analysts expect earnings to improve
- Revenue growth of 8% YoY shows solid business momentum
- Healthy profit margin of 15.0%
- ROE of 42.3% shows management efficiently converts equity into profit
- Dividend yield of 2.73% provides consistent income on top of price appreciation
- Price is near its 52-week low — potential entry point with asymmetric upside
- High debt-to-equity of 120.88× increases financial risk, especially with elevated interest rates
- Current ratio below 1 (0.94×) — short-term liabilities exceed current assets
Verdict
Strong Buy
Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
2.73%
5Y Avg Annual
$2.9600
Last Payment
$0.9750
Ex-Date
06/12/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest06/12/2026 | 07/02/2026 | $0.9750 | 2.69% |
03/16/2026 | 04/05/2026 | $0.9750 | 2.69% |
12/12/2025 | 01/01/2026 | $0.9750 | 2.69% |
09/11/2025 | 10/01/2025 | $0.9750 | 2.69% |
06/12/2025 | 07/02/2025 | $0.8800 | 2.43% |
03/13/2025 | 04/02/2025 | $0.8800 | 2.43% |
12/13/2024 | 01/02/2025 | $0.8800 | 2.43% |
09/12/2024 | 10/02/2024 | $0.8800 | 2.43% |
Magic Number
Shares needed to self-fund your next purchase
$144.73
Price
$0.9750
Last div. (quarterly)
149
shares
Own 149 BR shares ($21,564.77) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$21,564.77
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
EPS (TTM)
$9.35
P/E (TTM)
15.5
Fwd P/E
13.9
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $144.73
Graham Number
√(22.5 × EPS × Book Value)
$71.59
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$50.93
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
8/10
80% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
42.3%Return on equity — measures how efficiently capital is used
Positive profit margin
15.0%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+7.8%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+15.1%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
120.88×Low financial leverage reduces risk of distress
Current ratio above 1
0.94×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$226M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
2.73%Stock must distribute income to shareholders
Related Assets
Technology
About BR
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; and provides fund manager and a range of other regulatory communication solutions. The segment also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund and exchange-traded funds trade processing services; data and analytics solutions; annual SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearing and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth and investment management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.
Sector
Technology
Industry
Information Technology Services
Location
Lake Success, United States
Employees
15,000