Broadridge Financial Solutions Q4 Revenue Up 7.4% YoY, Analysts Bullish on Stock

Broadridge Financial Solutions (BR) has outperformed the broader market over the past year and in 2025. Its stock prices have surged 22.8% over the past 52 weeks and 13.8% YTD, compared to the S&P 500 Index's 15.1% gains over the past year and 9.9% surge in 2025. The company's Q4 results exceeded expectations, with revenues up 7.4% YoY to $1.4 billion. Analysts expect BR to deliver an adjusted EPS of $9.35 for FY26, up 9.4% YoY. The stock has a consensus "Hold" rating overall.

Broadridge Financial Solutions (BR) has demonstrated robust performance, significantly outperforming the broader market over the past year and in 2025. The company's stock prices have surged 22.8% over the past 52 weeks and 13.8% year-to-date (YTD), compared to the S&P 500 Index's 15.1% gains over the past year and 9.9% surge in 2025 [1]. This impressive performance is driven by a combination of strong financial results and analyst expectations.

In its latest quarterly results, Broadridge reported revenues up 7.4% year-over-year (YoY) to $1.4 billion, exceeding consensus estimates by 61 basis points. While adjusted earnings per share (EPS) increased modestly by 1.4% YoY to $3.55, it surpassed Street expectations by 1.1% [1]. For the full fiscal year 2026, analysts expect Broadridge to deliver an adjusted EPS of $9.35, representing a 9.4% increase from the previous year [1].

Analyst sentiment towards Broadridge remains mixed, with a consensus "Hold" rating. Among the nine analysts covering the stock, opinions range from three "Moderate Buys" to six "Holds" [1]. However, the company's recent performance and growth expectations have led some analysts to raise their price targets. For instance, Needham analyst Kyle Peterson reiterated a "Buy" rating on BR and raised the price target from $300 to $305 [1].

Despite the positive fundamentals, Broadridge faces a bearish technical outlook with weak momentum. Key technical indicators, such as the MACD death cross and RSI overbought, signal strong bearish pressure [3]. This bearish sentiment is exacerbated by negative retail sentiment, while positive institutional inflows suggest short-term volatility [3].

In conclusion, Broadridge Financial Solutions has shown strong performance and positive analyst expectations. However, the bearish technical signals and mixed analyst sentiment suggest caution for investors. It is advisable to monitor the company's earnings clarity or a potential momentum reversal before taking a position.

References:
[1] https://www.barchart.com/story/news/34411334/are-wall-street-analysts-bullish-on-broadridge-financial-solutions-stock
[2] https://www.ainvest.com/news/klac-q4-earnings-exceed-expectations-analysts-expect-3-3-eps-growth-fy26-2508/
[3] https://www.ainvest.com/news/stock-analysis-broadridge-financial-solutions-outlook-mixed-picture-bearish-momentum-2508/