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Broadridge Financial Solutions (BR) Stock Analysis

Technology Updated August 23, 2026
$182.20
52W $133.83 – $263.00
54/100
$21.07B
18.8
0.89
AI Committee Verdict
Watch
54/100
Conviction: Contested · 50% agreement · 6 analysts
+0.6%
-8.5%
0.07:1
Contested

Is BR Bullish or Bearish?

Mixed. Innellis AI committee rates Broadridge Financial Solutions (BR) Watch with a composite score of 54/100 , based on 6 analysts with 50% agreement. Last updated August 23, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +6.39 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -13.61 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.23 across 13 articles, 14d). Risk Analyst remains cautious — bollinger bandwidth of 20.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 40.2% shows genuine earnings power backing the valuation — Value
  • EPS growing 35.6% YoY — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • News sentiment is positive (+0.23 across 13 articles, 14d) — News
Bear Case
  • Price-to-book of 5.6x prices in significant intangible value — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • RSI at 77 is in overbought territory — Technical
  • Weekly RSI at 79 -- overbought on the larger timeframe too — Technical
  • Bollinger bandwidth of 20.1% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 23, 2026
Overall Committee Score
54/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 79%
of 287 Technology peers
Value Analyst neutral
55 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 40.2% shows genuine earnings power backing the valuation
− Price-to-book of 5.6x prices in significant intangible value
Growth Analyst neutral
53 / 100 · High confidence
Moderate growth -- present but not remarkable
+ EPS growing 35.6% YoY
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− RSI at 77 is in overbought territory
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 20.1% signals elevated volatility
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
65 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.23 across 13 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score moved marginally from 53.6 to 53.6.

Comparing 2026-08-22 to 2026-08-23 (1 day apart).

Technical Analysis

RSI (14)
77.1
Overbought
MACD Histogram
0.971
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Hh Hl
Support
$166.78
Resistance
$183.31
Bollinger %B
0.97
Inside Bands
Price vs Moving Averages
EMA 9
$173.65 Above
EMA 21
$166.77 Above
EMA 50
$159.30 Above
EMA 200
$175.82 Above

Fundamental Analysis

Valuation
65
Growth
51
Profitability
76
Financial Health
50
Cash Flow
70
Valuation
P/E Ratio 18.8×
P/B Ratio 7.38×
PEG Ratio 0.53
Dividend Yield 2.14%
52W High $263.00
52W Low $133.83
Quality & Growth
ROE 3958.0%
ROA 1256.9%
Gross Margin 3176.8%
Operating Margin 1742.0%
Revenue Growth YoY
Debt / Equity 1.24
AI Fundamental Assessment
P/E ratio of 18.8 (inexpensive relative to a 15-40x range); Price-to-book of 7.4x; PEG ratio of 0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 39.6%; Return on assets of 12.6%; Net margin of 15.0%; Gross margin of 31.8%; Current ratio of 1.24 (tight short-term liquidity); Debt-to-equity of 1.24; Free cash flow per share is positive (11.41); Most recent quarter missed estimates by 1.3%; EPS growth decelerating (+71.1% -> +40.4% QoQ); Average YoY EPS growth of 7.6%; Analyst estimates rising over recent quarters
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