What is the 13F Pro Quality Score for BR?

13F Pro ranks BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View BR's current score at https://13fpro.ai/company/BR (free sign-up required for the full ranking).

Where does 13F Pro source BR data?

All BROADRIDGE FINANCIAL SOLUTIONS, INC. fundamentals and ownership data come directly from SEC EDGAR. BROADRIDGE FINANCIAL SOLUTIONS, INC. files with the SEC under CIK 1383312. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is BR in?

BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives BR's revenue?

Per BROADRIDGE FINANCIAL SOLUTIONS, INC.'s latest 10-K filed with the SEC on 2026-08-04, the biggest revenue drivers are: Investor Communication Solutions ($5,560.8M, +9% YoY); Global Technology and Operations ($1,916.0M, +8% YoY); ICS — Recurring revenues ($2,962.1M, +8% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/BR.

What are BR's largest expenses?

BROADRIDGE FINANCIAL SOLUTIONS, INC.'s latest 10-K reports these as the largest expense items: Cost of revenues ($5,100.7M, +7% YoY); Selling, general and administrative ($1,075.5M, +13% YoY); Amortization of acquired intangibles and purchased intellectual property ($203.6M, +4% YoY). Sourced directly from SEC EDGAR filing text for FY2026 (fiscal year ended June 30, 2026).

How often is BR research updated on 13F Pro?

BR's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

BROADRIDGE FINANCIAL SOLUTIONS, INC.(BR)Stock Analysis

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SEC EDGAR: CIK 1383312 BR stock profile & AI dashboard →

13F Pro Quality Score

66.5/100

Rank #411 of 2,961 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

50.8/100

Profitability

76.6/100

Balance Sheet

90.7/100

Earnings Quality

42.9/100

Free Cash Flow

68.5/100

Institutional Flow

44.6/100

Revenue Scale

83.3/100

Dilution Risk

51.0/100

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Why BR Scores 67/100

exact factor attribution · 2026-09-11

BR's composite is driven by scale and capital efficiency. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+5.0 pts

83th pct

Capital efficiency

+4.1 pts

91th pct

Profitability

+4.0 pts

77th pct

Free cash flow

+2.8 pts

69th pct

Earnings growth

+1.4 pts

78th pct

Revenue growth

+0.2 pts

51th pct

Shareholder dilution

+0.1 pts

51th pct

Institutional flow

-0.3 pts

45th pct

Earnings quality

-0.7 pts

43th pct

Latest change (2026-08-04): 78 → 70 · ↓ Revenue growth 66→46; ↓ Free cash flow 71→55

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

BR Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR), a Industrials sector company. 13F Pro's AI-powered ranking engine scores BR at 66.5/100 on a 32-signal composite quality model, placing it at rank #411 of 2,961 stocks — the top 25% of the AI-ranked universe. BR scores in the top quartile across balance sheet strength (90.7), revenue scale (83.3), profitability (76.6). Based on the latest XBRL financial filings (Q2 2026), BROADRIDGE FINANCIAL SOLUTIONS, INC. reports quarterly revenue of $2.2B, net income of $398.1M, free cash flow of $645.3M. Top institutional holders of BR by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. BR trades on the NYSE exchange and files with the SEC under CIK 1383312. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for BROADRIDGE FINANCIAL SOLUTIONS, INC. directly from SEC EDGAR. BROADRIDGE FINANCIAL SOLUTIONS, INC.'s 13F Pro composite quality score has ranged between 43 and 71 since 2021, currently 66.5 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about BROADRIDGE FINANCIAL SOLUTIONS, INC.

Quirks, history, and lore behind BR — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. financial technology company · large-cap · listed on the NYSE · headquartered in New York.
2
The Numbers
Annual revenue of roughly $6 billion, serving thousands of financial institutions and public companies — and processing communications for tens of millions of investors every proxy season.
3
The History
Spun off from Automatic Data Processing in 2007, it inherited ADP's entire brokerage-services division and immediately became the dominant player in its niche.
4
The Secret
It is essentially the invisible plumbing of Wall Street — handling proxy voting, shareholder communications, and regulatory notices that most investors click past without a second thought.
5
The Lore
By some estimates it processes more than 80% of outstanding U.S. shares in proxy voting each year, making it a near-monopoly in a corner of finance almost no one thinks about.
6
The Giveaway
Its ticker is BR, it rhymes with something wide and flat, and if you've ever received a proxy statement or annual report from a public company, there's a very good chance this firm sent it.

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What's Driving BR's Business? Latest 10-K Breakdown

✓ 34/34 datapoints verified

AI-extracted from BROADRIDGE FINANCIAL SOLUTIONS, INC.'s 10-K filed 2026-08-04 — FY2026 (fiscal year ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenues rose 9% to $7,476.8M and diluted EPS 35% to $9.60, but $227.0M of non-cash digital asset gains supplied all the EPS growth (adjusted EPS $9.60 vs $8.55).

Biggest Revenue Drivers

Investor Communication Solutions$5,560.8M+9% YoY

Regulatory recurring revenue rose 12% on 12% equity revenue position growth; distribution revenue lifted by postage rate increases

Global Technology and Operations$1,916.0M+8% YoY

Wealth and investment management rose 11% and capital markets 6%, aided by the SIS and CQG acquisitions

Biggest Revenue Drivers

Total revenue: $7,476.8M+9% YoY

Investor Communication Solutions$5,560.8M+9% YoY

Regulatory recurring revenue rose 12% on 12% equity revenue position growth; distribution revenue lifted by postage rate increases

Within Investor Communication Solutions

ICS — Recurring revenues$2,962.1M+8% YoY

Driven by 7pts of organic growth; net new business 3pts, internal growth 4pts, acquisitions 1pt

ICS — Distribution revenues$2,250.6M+9% YoY

Primarily driven by postage rate increases of approximately $123 million and higher volumes

ICS — Event-driven revenues$348.1M+9% YoY

Driven by higher equity and other communications revenues; mutual fund proxy revenues were flat versus prior year

Global Technology and Operations$1,916.0M+8% YoY

Wealth and investment management rose 11% and capital markets 6%, aided by the SIS and CQG acquisitions

Largest Expense Items

Cost of revenues$5,100.7M+7% YoY

Higher postage and distribution costs in ICS of approximately $176.7 million, higher labor and technology expenses, and expenses related to acquisitions

Selling, general and administrative$1,075.5M+13% YoY

Primarily higher labor and compensation-related expenses in addition to higher investment expenses

Amortization of acquired intangibles and purchased intellectual property$203.6M+4% YoY

Non-cash amortization tied to acquisition activity; $160.9 million sits in Global Technology and Operations

Interest expense, net$99.9M-19% YoY

Primarily due to lower average borrowings and lower borrowing costs

Margins: Operating margin edged up to 17.4% from 17.3% while adjusted operating margin was flat at 20.5%. ICS pre-tax margin fell 0.8pts to 19.8% on distribution and volume expenses; GTO pre-tax margin rose to 15.5% from 11.3%.

Watch Items from the Filing

SEC's proposed Regulation E-Delivery could make e-delivery the default; company anticipates a modest decrease in recurring revenue growth over two to three years and declining distribution revenues.
Non-cash Gains on Digital Assets of $227.0 million drove Other non-operating income; digital assets (Canton Coins) fair value was $216 million at June 30, 2026 and is highly speculative.
Largest client accounted for approximately 7% of consolidated revenues; deferred client conversion costs were about 9% of total assets, with one client a large portion.
Goodwill, intangible assets and deferred client conversion costs were about 65% of total assets; goodwill alone was $3,787.8 million at June 30, 2026.
Total debt of $3,254.6 million with $1,022.0 million (31%) floating rate; four acquisitions closed for $300.2 million and treasury purchases rose $468.9 million.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-K on SEC EDGAR →Share on X

Revenue

Q2 2026

$2.2B

Net Income

Q2 2026

$398.1M

Free Cash Flow

Q2 2026

$645.3M

ROIC

Q2 2026

35.9%

D/E Ratio

Q2 2026

1.15

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+8.5% YoY

$7.48BFY 2026

FY23 $6.06BFY24 $6.51BFY25 $6.89BFY26 $7.48B

Net Income

+33.9% YoY

$1.12BFY 2026

FY23 $630.6MFY24 $698.1MFY25 $839.5MFY26 $1.12B

Operating Income

+9.4% YoY

$1.30BFY 2026

FY23 $936.4MFY24 $1.02BFY25 $1.19BFY26 $1.30B

EPS (Diluted)

+35.2% YoY

$9.60FY 2026

FY23 $5.30FY24 $5.86FY25 $7.10FY26 $9.60

Total Assets

+4.7% YoY

$8.95BFY 2026

FY23 $8.23BFY24 $8.24BFY25 $8.54BFY26 $8.95B

Total Debt

-13.2% YoY

$3.25BFY 2026

FY23 $4.59BFY24 $3.36BFY25 $3.75BFY26 $3.25B

Op. Cash Flow

+14.9% YoY

$1.35BFY 2026

FY23 $823.3MFY24 $1.06BFY25 $1.17BFY26 $1.35B

Free Cash Flow

+13.4% YoY

$1.28BFY 2026

FY23 $784.9MFY24 $998.8MFY25 $1.13BFY26 $1.28B

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$7.48B +8.5%	$6.89B +5.9%	$6.51B +7.4%	$6.06B +6.2%	$5.71B +14.3%	$4.99B
Net Income	$1.12B +33.9%	$839.5M +20.3%	$698.1M +10.7%	$630.6M +17.0%	$539.1M -1.5%	$547.5M
Operating Income	$1.30B +9.4%	$1.19B +16.9%	$1.02B +8.6%	$936.4M +23.2%	$759.9M +12.0%	$678.7M
EPS (Diluted)	$9.60 +35.2%	$7.10 +21.2%	$5.86 +10.6%	$5.30 +16.5%	$4.55 -2.2%	$4.65
Total Assets	$8.95B +4.7%	$8.54B +3.7%	$8.24B +0.1%	$8.23B +0.8%	$8.17B +0.6%	$8.12B
Total Debt	$3.25B -13.2%	$3.75B +11.8%	$3.36B -26.9%	$4.59B +21.1%	$3.79B -2.4%	$3.89B
Operating Cash Flow	$1.35B +14.9%	$1.17B +10.9%	$1.06B +28.3%	$823.3M +85.6%	$443.5M -30.7%	$640.1M
Free Cash Flow	$1.28B +13.4%	$1.13B +12.9%	$998.8M +27.3%	$784.9M +89.4%	$414.5M -29.5%	$588.2M

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Available Research

13F Pro tracks comprehensive data for BROADRIDGE FINANCIAL SOLUTIONS, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of BR

BlackRock, Inc.
$1.5B10,762,454 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.0B7,554,630 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$835.4M6,099,941 sh
STATE STREET CORP
$787.8M5,713,387 sh
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$506.7M3,699,796 sh
GEODE CAPITAL MANAGEMENT, LLC
$451.5M3,309,239 sh
ALLIANCEBERNSTEIN L.P.
$400.6M2,465,416 sh
MORGAN STANLEY
$293.6M2,144,060 sh
Invesco Ltd.
$278.3M2,031,771 sh
Jupiter Topco LLC
$261.9M1,912,032 sh

Fund	Value	Shares
BlackRock, Inc.	$1.5B	10,762,454
VANGUARD CAPITAL MANAGEMENT LLC	$1.0B	7,554,630
VANGUARD PORTFOLIO MANAGEMENT LLC	$835.4M	6,099,941
STATE STREET CORP	$787.8M	5,713,387
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$506.7M	3,699,796
GEODE CAPITAL MANAGEMENT, LLC	$451.5M	3,309,239
ALLIANCEBERNSTEIN L.P.	$400.6M	2,465,416
MORGAN STANLEY	$293.6M	2,144,060
Invesco Ltd.	$278.3M	2,031,771
Jupiter Topco LLC	$261.9M	1,912,032

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Is BR a good stock to buy?

13F Pro's AI-powered analysis of BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BR are available on the BR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. BR is classified as a large company.

Which hedge funds own BR?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of BROADRIDGE FINANCIAL SOLUTIONS, INC.'s investment landscape.