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BRBroadridge Financial Solutions,Sell5.5·$145.66+0.54%
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Broadridge Financial Solutions, (BR) Stock Analysis

SellModerate Confidence

Technology · Information Technology Services

Sell if holding. Momentum 1.3/10 is below the 5.0 floor at $145.66 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Leverage penalty (D/E 1.2): -0.5.

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

$145.66+23.5% A.UpsideScore 5.5/10#13 of 34 Information Technology Services
QualityF-score7 / 9FCF yield7.09%
IncomeYield2.69%(5y avg 1.64%)Payout40.70%sustainable
Stop $136.99Target $179.66(analyst − 13%)A.R:R 3.8:1
Analyst target$206.50+41.8%8 analysts
$179.66our TP
$145.66price
$206.50mean
$255

Sell if holding. Momentum 1.3/10 is below the 5.0 floor at $145.66 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Leverage penalty (D/E 1.2): -0.5. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.5/10, moderate confidence.

Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 50d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Aug 4, 202650d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
Attractive valuation
Analyst upside: 24%
Risks
Leverage penalty (D/E 1.2): -0.5
Negative momentum
Below 200-MA, MA slope -7.2%/30d (confirmed downtrend)

Key Metrics

P/E (TTM)15.5
P/E (Fwd)13.9
Mkt Cap$16.8B
EV/EBITDA11.3
Profit Mgn15.0%
ROE42.3%
Rev Growth7.8%
Beta0.89
Dividend2.69%
Rating analysts18

Quality Signals

Piotroski F7/9

Options Flow

P/C2.23bearish
IV55%elevated
Max Pain$350+140.3% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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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.

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Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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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

1 floor-breaker

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Volume
0.0
Obv
1.0
Ma Position
1.0
Rsi
4.5
Volume distribution (falling OBV)Below 200-MA, MA slope -7.2%/30d — confirmed downtrend
GatesMomentum 1.3<4.5Death cross (50MA < 200MA)A.R:R 3.8 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 50d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
49 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $141.23Resistance $158.92

Price Targets

$137
$180
A.Upside+23.3%
A.R:R3.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 1.3 (below the engine's 4.5 threshold)
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-08-04 (50d)

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. Momentum 1.3/10 is below the 5.0 floor at $145.66 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Leverage penalty (D/E 1.2): -0.5. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $136.99. Score 5.5/10, moderate confidence.

What is the BR stock price target?

Take-profit target: $179.66 (+23.5% upside). Prior stop was $136.99. Stop-loss: $136.99.

What are the risks of investing in BR?

Leverage penalty (D/E 1.2): -0.5; Negative momentum; Below 200-MA, MA slope -7.2%/30d (confirmed downtrend).

Is BR overvalued or undervalued?

Broadridge Financial Solutions, trades at a P/E of 15.5 (forward 13.9). TrendMatrix value score: 7.5/10. Verdict: Sell.

What do analysts say about BR?

18 analysts cover BR with a consensus score of 3.9/5. Average price target: $207.

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) · INOD (Innodata Inc.) · GDS (GDS Holdings Limited) · FORTY (Formula Systems (1985) Ltd.) · G (Genpact Limited)
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