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BRBroadridge Financial Solutions,Sell5.7·$176.97
SellModerate Confidence
Investment thesis

Broadridge has delivered four consecutive earnings beats averaging nearly 11% above consensus and trades at a forward P/E of 13.7x with roughly 26% upside to the analyst price target, but a confirmed technical downtrend and a hard death-cross block make the current setup uninvestable until momentum reverses.

Thesis pillars

  • Attractive Valuation With Material Upside→Stable
  • Four Quarter Earnings Beat Streak↓Deteriorating
  • Confirmed Downtrend Blocks Entry↓Deteriorating
  • +1 more pillar — see the Why tab for full reasoning

Pillars as of Jul 3, 2026, based on the 10-K filed Aug 4, 2026

Full reasoning →

Open full analysis

Broadridge Financial Solutions, (BR) Stock Analysis

Breakout setup

SellValueModerate Confidence

Technology · Information Technology Services

Earnings in 5 days (2026-11-03). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Sell if holding. At $176.97, A.R:R 0.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 4.9%; Sector modifier (Technology): -0.8.

We deliver technology-driven solutions to banks, broker-dealers, asset and wealth managers, public companies, investors, and mutual funds, that enable our clients to operate, innovate and grow. Our trusted expertise and transformative technology solutions help financial services... Read more

$176.97+4.9% A.UpsideScore 5.7/10#20 of 44 Information Technology Services
QualityF-score7 / 9FCF yield5.98%
IncomeYield2.46%(5y avg 1.67%)Payout40.63%sustainable
Stop $169.13Analyst target $185.64(−13% haircut)A.R:R 0.4:1
Analyst consensus$213.38+20.6%8 analysts
$185.64Analyst target
$176.97price
$213.38mean
$250

Sell if holding. At $176.97, A.R:R 0.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 4.9%; Sector modifier (Technology): -0.8. Chart setup: Golden cross, above all MAs, RSI 67, MACD bullish. Score 5.7/10, moderate confidence.

Passes 5/8 gates (positive momentum, clean insider activity, no SEC red flags, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 5d<=7d. Suitability: moderate.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Nov 3, 20265d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
Risks
Thin upside margin: 4.9%
Sector modifier (Technology): -0.8
Leverage penalty (D/E 1.2): -0.5

Key Metrics

P/E (TTM)18.4
P/E (Fwd)15.3
Mkt Cap$20.0B
EV/EBITDA12.9
Profit Mgn15.0%
ROE40.9%
Rev Growth7.5%
Beta0.93
Dividend2.46%
Rating analysts18

Quality Signals

Piotroski F7/9

Options Flow

P/C1.64bearish
IV44%normal
Max Pain$115-35.0% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. People who build TrendMatrix, or entities they control, may hold positions, long or short, in securities it covers, and may trade them at any time. Positions are not disclosed individually. Verdicts are generated by an automated model applied by the same rules to every covered stock, and are not adjusted for any position held by the people who build TrendMatrix. We do not accept payment from issuers for coverage.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

10 dimensions · all in-band

GatesA.R:R 0.4 < 1.5@spotEARNINGS PROXIMITY 5d<=7dMomentum 5.4<5.5 (soft — BUY_NOW allowed but watch)Momentum 5.4>=4.5Insider activity: OKNo SEC red flagsSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Moderate
RSI
67 · Neutral
↑ 20D MA↑ 50D MA↑ 200D MAGOLDEN CROSSSupport $155.68Resistance $186.46

Price Targets

$169
$186
A.Upside+4.9%
A.R:R0.4:1

Position Sizing

ConvictionNone
Suggested %0%
Max %0%
RegimeRisk-Off

Risk Alerts

! asymmetry at 0.4 (below the engine's 1.5 threshold)@spot
! EARNINGS_PROXIMITY:5d<=7d

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-11-03 (5d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BR stock a buy right now?

Sell if holding. At $176.97, A.R:R 0.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 4.9%; Sector modifier (Technology): -0.8. Chart setup: Golden cross, above all MAs, RSI 67, MACD bullish. Prior stop was $169.13. Score 5.7/10, moderate confidence.

What is the BR stock price target?

Analyst target: $185.64 (+4.9% upside). Prior stop was $169.13. Stop-loss: $169.13.

What are the risks of investing in BR?

Thin upside margin: 4.9%; Sector modifier (Technology): -0.8; Leverage penalty (D/E 1.2): -0.5.

Is BR overvalued or undervalued?

Broadridge Financial Solutions, trades at a P/E of 18.4 (forward 15.3). TrendMatrix value score: 6.1/10. Verdict: Sell.

What do analysts say about BR?

18 analysts cover BR with a consensus score of 3.9/5. Average price target: $213.

What does Broadridge Financial Solutions, do?We deliver technology-driven solutions to banks, broker-dealers, asset and wealth managers, public companies,...

We deliver technology-driven solutions to banks, broker-dealers, asset and wealth managers, public companies, investors, and mutual funds, that enable our clients to operate, innovate and grow. Our trusted expertise and transformative technology solutions help financial services companies enhance investor engagement, optimize trading and investing, and digitize communications.

Related stocks: FIS (Fidelity National Information S) · PENG (Penguin Solutions, Inc.) · INGM (Ingram Micro Holding Corporatio) · WSE (Wise Group plc) · ACN (Accenture plc)
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