Update shared on 09 Dec 2025
Analysts have modestly revised their price target for Broadridge Financial Solutions upward to approximately 269.38 dollars per share, reflecting slightly lower discount rate assumptions and steady long term expectations for revenue growth, profit margins, and future valuation multiples.
What's in the News
- Partnered with Xceptor to launch a unified digital platform that automates global tax relief, tax reclaim, and regulatory filing across multiple jurisdictions, aiming to reduce operational risk and costs while improving compliance efficiency and client outcomes (Key Developments).
- Enabled Societe Generale to complete its first United States digital bond issuance using Broadridge's new tokenization capability on the Canton Network, highlighting growing institutional adoption of tokenized securities and complementing Broadridge's large scale Distributed Ledger Repo platform (Key Developments).
- Reaffirmed fiscal 2026 guidance, targeting 13% to 18% growth in GAAP diluted earnings per share and closed sales between 290 million and 330 million dollars. This underscores management's confidence in the medium term growth outlook (Key Developments).
- Completed a share repurchase tranche of 570,555 shares for 150 million dollars in the September 2025 quarter, bringing cumulative buybacks since 2013 to nearly 20% of shares outstanding and over 2.17 billion dollars in capital returned (Key Developments).
- Announced a strategic partnership and minority investment in WealthFeed to integrate AI powered prospecting and money in motion insights with Broadridge's AdvisorStream marketing platform, supporting advisor lead generation and client retention in wealth management (Key Developments).
Valuation Changes
- Fair Value Estimate: unchanged at approximately 269.38 dollars per share, indicating no change in the long term intrinsic value assessment.
- Discount Rate: fallen slightly from about 7.39% to 7.37%, modestly increasing the present value of projected cash flows.
- Revenue Growth: effectively unchanged, remaining around 5.06% annually in the long term model.
- Net Profit Margin: effectively unchanged, staying near 14.35% in the forecast period.
- Future P/E Multiple: edged down slightly from about 32.67x to 32.65x, reflecting a marginally lower expected valuation level on forward earnings.
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