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Broadridge Financial Solutions, Inc.NYSE:BR 株式レポート

時価総額 US$17.6b
株価
US$154.10
US$206.5
25.4% 割安 内在価値ディスカウント
1Y-37.1%
7D2.9%
1D
ポートフォリオ価値
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Broadridge Financial Solutions, Inc.

NYSE:BR 株式レポート

時価総額:US$17.6b

Broadridge Financial Solutions(BR)株式概要

ブロードリッジ・ファイナンシャル・ソリューションズ社は、米国内外の金融サービス業界向けに投資家向けコミュニケーションとテクノロジー主導のソリューションを提供しています。 詳細

BR ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長2/6
過去の実績5/6
財務の健全性2/6
配当金5/6

BR Community Fair Values

Create Narrative

See what 21 others think this stock is worth. Follow their fair value or set your own to get alerts.

Broadridge Financial Solutions, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Broadridge Financial Solutions
過去の株価
現在の株価US$154.10
52週高値US$271.91
52週安値US$139.79
ベータ0.89
1ヶ月の変化1.29%
3ヶ月変化-21.73%
1年変化-37.07%
3年間の変化0.071%
5年間の変化-4.51%
IPOからの変化666.67%

最新ニュース

ナラティブの更新 May 23

BR: Tokenization And Agentic AI Will Drive Future Upside

Analysts now see Broadridge Financial Solutions' fair value at $206.50, down from $245.88. This reflects updated assumptions around the discount rate, long term revenue growth, profit margin, and future P/E expectations.
新しいナラティブ May 23

Tokenization And AI Investments Will Pressure Margins Yet Support A Stable Long Term Outlook

Catalysts About Broadridge Financial Solutions Broadridge Financial Solutions provides technology and data services that support governance, capital markets and wealth management for financial institutions and corporates. What are the underlying business or industry changes driving this perspective?
Seeking Alpha May 20

Broadridge Financial: The Unpriced AI And Tokenization Margin Revolution

Summary Broadridge Financial is rated Strong Buy, with Wall Street overlooking its transformation into a high-margin decentralized finance and AI infrastructure leader. BR’s upside is driven by exponential DLR scaling, Agentic AI productivity gains, and LTX’s centralization of corporate bond liquidity with top dealers. Despite topline compression risks from SEC digital-default mandates and slower closed sales, BR’s margin expansion and FCF yield create a compelling entry point. I target a mid-term price of $236.8 (62.6% upside), underpinned by strong recurring revenue, high client retention, and robust cash conversion. Read the full article on Seeking Alpha

Recent updates

ナラティブの更新 May 23

BR: Tokenization And Agentic AI Will Drive Future Upside

Analysts now see Broadridge Financial Solutions' fair value at $206.50, down from $245.88. This reflects updated assumptions around the discount rate, long term revenue growth, profit margin, and future P/E expectations.
新しいナラティブ May 23

Tokenization And AI Investments Will Pressure Margins Yet Support A Stable Long Term Outlook

Catalysts About Broadridge Financial Solutions Broadridge Financial Solutions provides technology and data services that support governance, capital markets and wealth management for financial institutions and corporates. What are the underlying business or industry changes driving this perspective?
Seeking Alpha May 20

Broadridge Financial: The Unpriced AI And Tokenization Margin Revolution

Summary Broadridge Financial is rated Strong Buy, with Wall Street overlooking its transformation into a high-margin decentralized finance and AI infrastructure leader. BR’s upside is driven by exponential DLR scaling, Agentic AI productivity gains, and LTX’s centralization of corporate bond liquidity with top dealers. Despite topline compression risks from SEC digital-default mandates and slower closed sales, BR’s margin expansion and FCF yield create a compelling entry point. I target a mid-term price of $236.8 (62.6% upside), underpinned by strong recurring revenue, high client retention, and robust cash conversion. Read the full article on Seeking Alpha
新しいナラティブ May 08

Tokenization And AI Adoption Will Cement A Leading Role In Future Financial Infrastructure

Catalysts About Broadridge Financial Solutions Broadridge Financial Solutions provides technology and services that support governance, capital markets and wealth management for financial institutions. What are the underlying business or industry changes driving this perspective?
分析記事 May 04

Earnings Beat: Broadridge Financial Solutions, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

As you might know, Broadridge Financial Solutions, Inc. ( NYSE:BR ) just kicked off its latest third-quarter results...
ナラティブの更新 Apr 25

BR: Digital Asset Governance And Voting Advances Will Drive Future Upside

Analysts have held their price target for Broadridge Financial Solutions steady at $245.88, reflecting only very small tweaks to assumptions on discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall view of the stock's valuation. What's in the News Launched a Central Risk and Liquidity Optimization Solution, powered by Tbricks, that brings trading, risk, and liquidity management for banks and broker dealers onto a single front office platform and aims to simplify fragmented workflows and technology stacks (Key Developments).
ナラティブの更新 Apr 10

BR: Digital Asset Governance And Pass Through Voting Will Drive Future Upside

Analysts have kept their fair value estimate for Broadridge Financial Solutions steady at about $245.88 per share, with only minor changes to assumptions such as the discount rate, revenue growth, profit margin and future P/E, resulting in an unchanged price target. What's in the News Broadridge extended its governance platform to support digital assets, allowing public companies, funds, intermediaries and investors to manage proxy voting, corporate actions and disclosures for both traditional and tokenized securities within existing workflows.
ナラティブの更新 Mar 27

BR: Crypto Connectivity Will Drive Future Upside Potential

Analysts are keeping their price target for Broadridge Financial Solutions steady at about $245.88, with only minor tweaks to inputs like the discount rate and assumed future P/E. This suggests their overall view on the stock's valuation is largely unchanged.
ナラティブの更新 Mar 11

BR: Digital Asset Connectivity And Voting Technology Will Drive Future Upside Potential

Analysts have kept their fair value estimate for Broadridge Financial Solutions steady at about $245.88 per share, with only slight adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E refining rather than changing their overall view. What's in the News Broadridge is integrating Crypto.com with its NYFIX order routing network globally, supporting NYFIX's first cryptocurrency connection in Asia and allowing crypto orders to use the same FIX-based infrastructure as traditional markets (Key Developments).
ナラティブの更新 Feb 25

BR: AI And Automation Partnerships Will Drive Future Upside Potential

Analysts now hold their fair value estimate for Broadridge Financial Solutions steady at $245.88, with only small tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions informing this unchanged price target. What's in the News Nissay Asset Management Corporation in Japan implemented Broadridge's Mortgage-Backed Securities Trade Assignment Portal for TBA mortgage-backed securities trading, automating AOT contracts, electronic signatures, and real-time tracking while storing completed assignments in the cloud (Key Developments).
ナラティブの更新 Feb 11

BR: AI Partnerships And Tokenization Efforts Will Drive Future Upside Potential

Analysts have adjusted their price target for Broadridge Financial Solutions to $245.88 from $267.88, reflecting updated views on discount rate assumptions, long term revenue growth, profit margin potential, and a lower future P/E multiple. What's in the News Completed a long running share repurchase program, with a total of 22,989,816 shares bought back for US$2,177.86 million under the authorization announced on April 30, 2013 (company announcement).
分析記事 Feb 06

Broadridge Financial Solutions, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

As you might know, Broadridge Financial Solutions, Inc. ( NYSE:BR ) just kicked off its latest quarterly results with...
ナラティブの更新 Jan 27

BR: AI And Tokenization Initiatives Will Drive Future Shareholder Value

Analysts have nudged their price target on Broadridge Financial Solutions slightly lower to about US$267.88 from roughly US$269.38. This reflects small adjustments to their fair value, discount rate and forward P/E assumptions rather than a major shift in their view of the business.
ナラティブの更新 Jan 12

BR: Tokenization And Agentic AI Partnerships Will Drive Future Shareholder Returns

Narrative Update Analysts have kept their price target for Broadridge Financial Solutions broadly steady at about $269.38, reflecting only small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions in their updated models. What's in the News Broadridge agreed to take a minority stake in DeepSee and expand their partnership, aiming to apply agentic AI to post trade workflows such as fails research, inventory optimization and email orchestration for operations teams.
ナラティブの更新 Dec 24

BR: Blockchain And Tokenization Capabilities Will Drive Strong Future Shareholder Returns

Analysts have raised their price target on Broadridge Financial Solutions slightly to approximately $269.38, reflecting modest adjustments to the discount rate and long term valuation assumptions while keeping revenue growth and profit margin expectations effectively unchanged. What's in the News Announced a strategic partnership with Xceptor to integrate Xceptor Tax into Broadridge's Global Tax & Client Reporting Solution, creating an end to end digital platform for multi jurisdictional tax relief, reclaims, and regulatory filing (Client Announcements).
ナラティブの更新 Dec 09

BR: Blockchain Settlement Capabilities Will Drive Strong Shareholder Returns

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).
ナラティブの更新 Nov 25

BR: Blockchain Settlement And Tax Automation Will Drive Shareholder Returns

Analysts have adjusted their price target for Broadridge Financial Solutions downward by $6.75 to $269.38. This change reflects updated expectations of modestly slower revenue growth and a slightly higher discount rate, partially offset by improved profit margin projections and a lower future price-to-earnings ratio.
分析記事 Nov 07

Results: Broadridge Financial Solutions, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Broadridge Financial Solutions, Inc. ( NYSE:BR ) defied analyst predictions to release its first-quarter results, which...
分析記事 Nov 06

We Take A Look At Why Broadridge Financial Solutions, Inc.'s (NYSE:BR) CEO Has Earned Their Pay Packet

Key Insights Broadridge Financial Solutions' Annual General Meeting to take place on 13th of November Total pay for CEO...
ナラティブの更新 Nov 05

BR: Long-Term Gains Will Come From Expanded AI Partnerships And Client Wins

Analysts have slightly lowered their price target for Broadridge Financial Solutions, adjusting it from $279.13 to $276.13 because of modest downward revisions in projected revenue growth and profit margins. What's in the News Reaffirmed unaudited earnings guidance for fiscal year 2026, expecting 13% to 18% growth in diluted earnings per share (GAAP) and closed sales between $290 million and $330 million (Corporate Guidance).
分析記事 Sep 08

Broadridge Financial Solutions (NYSE:BR) Is Paying Out A Larger Dividend Than Last Year

Broadridge Financial Solutions, Inc. ( NYSE:BR ) will increase its dividend from last year's comparable payment on the...
分析記事 Sep 06

We Ran A Stock Scan For Earnings Growth And Broadridge Financial Solutions (NYSE:BR) Passed With Ease

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 Aug 20

Broadridge Financial Solutions (NYSE:BR) Is Paying Out A Larger Dividend Than Last Year

Broadridge Financial Solutions, Inc. ( NYSE:BR ) will increase its dividend from last year's comparable payment on the...
ナラティブの更新 Aug 07

Digital Adoption And International Expansion Will Shape Future Markets

The recent increase in Broadridge Financial Solutions' future P/E ratio, despite steady revenue growth forecasts, has contributed to a higher consensus fair value estimate, with the analyst price target rising from $259.62 to $273.50. What's in the News Broadridge announced a strategic partnership and minority investment in Uptiq, integrating AI-driven workflows into its Wealth Lending Network to streamline securities-based lending and enhance credit solution access for advisors.
分析記事 Jul 26

Returns On Capital At Broadridge Financial Solutions (NYSE:BR) Have Stalled

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
分析記事 Jul 14

We Think Broadridge Financial Solutions (NYSE:BR) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Jun 19

Broadridge Financial Solutions, Inc.'s (NYSE:BR) Intrinsic Value Is Potentially 32% Above Its Share Price

Key Insights The projected fair value for Broadridge Financial Solutions is US$313 based on 2 Stage Free Cash Flow to...
Seeking Alpha Feb 20

Broadridge: Great Company, Not A Great Entry Point

Summary Broadridge Financial Solutions has long been an under-the-radar solutions provider for the financial services industry. I've been a shareholder since 2019 and have enjoyed the company's consistent growth trajectory. However, the story is now becoming more popular, and the valuation has become less favorable for new investors. I am still holding Broadridge stock for the time being, but I'd need to see a steep correction to add to my position. Read the full article on Seeking Alpha

株主還元

BRUS Professional ServicesUS 市場
7D2.9%1.8%-0.1%
1Y-37.1%-21.3%26.3%

業界別リターン: BR過去 1 年間で-21.3 % の収益を上げたUS Professional Services業界を下回りました。

リターン対市場: BRは、過去 1 年間で26.3 % のリターンを上げたUS市場を下回りました。

価格変動

Is BR's price volatile compared to industry and market?
BR volatility
BR Average Weekly Movement4.4%
Professional Services Industry Average Movement7.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

安定した株価: BR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: BRの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
196215,000Tim Gokeywww.broadridge.com

ブロードリッジ・ファイナンシャル・ソリューションズ・インクは、米国内外の金融サービス業界向けに投資家向けコミュニケーションおよびテクノロジー主導のソリューションを提供しています。投資家向けコミュニケーション・ソリューション部門では、銀行、ブローカー・ディーラー、企業発行体、ファンドの顧客向けに委任状配布と議決権行使のプロセスを処理し、ファンド・マネージャー向けやその他様々な規制コミュニケーション・ソリューションを提供しています。また、電子委任状交付・議決権行使ソリューションであるProxyEdge、データ主導型ソリューション、規制・マーケティング・取引情報のコンテンツ管理・構成・オムニチャネル配信のためのエンド・ツー・エンド・プラットフォーム、投資信託・上場投資信託の取引処理サービス、データおよび分析ソリューション、年次SEC提出および資本市場取引サービス、登録機関・株式移転・記録管理サービス、オムニチャネル顧客コミュニケーション・ソリューションを提供するほか、コミュニケーションおよび顧客エンゲージメント活動を作成・配信・管理するブロードリッジ・コミュニケーションズ・クラウド・プラットフォームを運営しています。グローバル・テクノロジー・アンド・オペレーション部門は、株式、投資信託、債券、外国為替および上場デリバティブ、注文の取り込みと執行、取引の確認、証拠金、資金管理、清算と決済、参照データ管理、照合、証券資金調達と担保管理、アセット・サービシング、コンプライアンスと規制当局への報告、ポートフォリオ会計、カストディ関連サービスなど、取引のライフサイクルをフロントからバックまで自動化するソリューションを提供しています。また、ビジネス・プロセス・アウトソーシング・サービス、テクノロジー・ソリューション(ポートフォリオ管理、コンプライアンス、手数料請求、業務サポート・ソリューションなど)、資本市場および資産・投資管理ソリューションも提供している。同社は1962年に設立され、ニューヨーク州レイク・サクセスに本社を置く。

Broadridge Financial Solutions, Inc. 基礎のまとめ

Broadridge Financial Solutions の収益と売上を時価総額と比較するとどうか。
BR 基礎統計学
時価総額US$17.65b
収益(TTM)US$1.10b
売上高(TTM)US$7.32b
16.2x
PER(株価収益率
2.4x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
BR 損益計算書(TTM)
収益US$7.32b
売上原価US$5.03b
売上総利益US$2.29b
その他の費用US$1.19b
収益US$1.10b

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)9.51
グロス・マージン31.31%
純利益率15.03%
有利子負債/自己資本比率114.5%

BR の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

2.5%
現在の配当利回り
40%
配当性向

BR 配当は確実ですか?

BR 配当履歴とベンチマークを見る
BR 、いつまでに購入すれば配当金を受け取れますか?
Broadridge Financial Solutions 配当日
配当落ち日Jun 12 2026
配当支払日Jul 02 2026
配当落ちまでの日数6 days
配当支払日までの日数26 days

BR 配当は確実ですか?

BR 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/04 20:06
終値2026/06/04 00:00
収益2026/03/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Broadridge Financial Solutions, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18

アナリスト機関
Darrin PellerBarclays
James KissaneBofA Global Research
Mark PalmerBTIG