Broadridge Financial Solutions, Inc. $BR Shares Acquired by JPMorgan Chase & Co.
JPMorgan Chase & Co. significantly increased its stake in Broadridge Financial Solutions (NYSE:BR) by 46.8% in Q3, now holding 918,700 shares valued at $218.8 million. Broadridge exceeded quarterly earnings and revenue estimates and provided positive FY2026 guidance, while boasting a strong institutional ownership of approximately 90%. Despite recent price target cuts from some analysts, the stock maintains a "Moderate Buy" consensus rating.
Are Wall Street analysts predicting Broadridge Financial Solutions stock will climb or sink?
The article discusses investor sentiment towards Broadridge Financial Solutions (BR) stock, noting recent analyst upgrades and price target increases. It highlights the company's valuation metrics and past stock performance to assess potential future movements based on analyst predictions.
New Millennium Group LLC Trims Position in Broadridge Financial Solutions, Inc. $BR
New Millennium Group LLC significantly reduced its stake in Broadridge Financial Solutions, Inc. (NYSE:BR) by 88.6% in the third quarter of 2025, selling 5,883 shares and retaining 760 shares valued at approximately $181,000. Broadridge reported strong quarterly earnings, beating analyst expectations with $1.59 EPS on $1.71 billion revenue, and provided optimistic FY2026 guidance. Despite a "Moderate Buy" consensus from analysts with an average price target of $247.71 and institutional ownership at 90.03%, the stock saw a 1.1% dip.
13,450 Shares in Broadridge Financial Solutions, Inc. $BR Purchased by ICICI Prudential Asset Management Co Ltd
ICICI Prudential Asset Management Co Ltd acquired a new stake of 13,450 shares in Broadridge Financial Solutions Inc. (NYSE:BR) during the third quarter, valued at approximately $3.20 million. This comes as other institutional investors have also adjusted their holdings in the company. Broadridge recently exceeded quarterly earnings estimates and provided optimistic FY2026 guidance, while analysts currently maintain a "Moderate Buy" consensus rating for the stock.
Broadridge Financial Solutions, Inc. (NYSE:BR) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Broadridge Financial Solutions, Inc. (NYSE:BR) has received a consensus "Moderate Buy" rating from analysts, with an average one-year price target of $247.71. Recent analyst actions include both buy and hold ratings, with some price target adjustments. The company reported strong quarterly earnings, beating consensus estimates, and provided FY 2026 guidance.
AI-Driven Filings, Opt-In Momentum, And More Than $4B in Recoveries Reshape Global Securities Class Actions, Broadridge Report Finds
A new report from Broadridge Financial Solutions highlights that global securities class action litigation resulted in over $4 billion in investor recoveries in 2025. The report identifies significant trends including a surge in AI-related litigation, increased momentum in opt-in and collective actions, growing ESG-focused claims, and a moderation in financial antitrust activity, all contributing to a rapidly evolving recovery landscape for institutional investors. Broadridge emphasizes that active participation and robust infrastructure are crucial for investors to navigate the complexities and maximize recoveries in this dynamic environment.
Candel Therapeutics Announces Proposed $100 Million Public Offering
Candel Therapeutics, a clinical-stage biopharmaceutical company, has announced a proposed underwritten public offering of $100 million in common stock, with an option for underwriters to purchase an additional $15 million. The net proceeds are intended for critical launch readiness and commercial activities for its lead product candidate, aglatimagene besadenovec (CAN-2409), in early, localized prostate cancer, ongoing development costs for its phase 3 trial in non-small cell lung cancer, and general corporate purposes. Citigroup, Cantor, and Stifel are acting as joint bookrunning managers for the offering.
Select Water seeks $175M to fund water projects, acquisitions, cut debt
Select Water Solutions (NYSE: WTTR) announced a proposed underwritten public offering of $175.0 million of Class A common stock, with a 30-day underwriter option for additional shares. The company plans to use the net proceeds for general corporate purposes, including water infrastructure growth capital projects, potential acquisitions, or debt repayment under its sustainability-linked credit facility. Following the news, WTTR's stock declined 6.61%, reflecting market concerns about dilution despite previous operational momentum.
Analysis of Large-Cap Industrial Stocks by RSI
This article analyzes large-cap industrial stocks based on their Relative Strength Index (RSI), identifying Broadridge Financial Solutions (BR) as leading with an RSI of 34, indicating potential price weakness. Uber Technologies (UBER) and Xylem (XYL) follow closely, suggesting similar market pressures. The overall trend indicates cautious sentiment across several industrial stocks, including Karman Holdings, Mueller Industries, Expeditors International, Rollins, and Equifax.
New digital tower system aims to cut delays, boost safety at Reagan National
Leidos (NYSE: LDOS) has deployed a new Terminal Flight Data Manager (TFDM) system at Washington Reagan National Airport, which replaces traditional paper flight strips with real-time digital tools to enhance ground efficiency and safety. The implementation was completed 45% faster than the standard 18-month cycle, with the system aiming to reduce delays, improve coordination, and strengthen safety. This brings the number of airports using TFDM to ten, with more rollouts planned.
Candel Therapeutics Announces Proposed $100 Million Public Offering
Candel Therapeutics, Inc. has announced a proposed underwritten public offering of $100 million of its common stock, with an option for underwriters to purchase an additional $15 million. The company plans to use the net proceeds for commercialization activities of aglatimagene besadenovec (CAN-2409) in prostate cancer, ongoing development costs for its phase 3 trial in non-small cell lung cancer, and general corporate purposes. Citigroup, Cantor, and Stifel are acting as joint bookrunning managers for the offering.
King Luther Capital Management Corp Decreases Holdings in Broadridge Financial Solutions, Inc. $BR
King Luther Capital Management Corp reduced its stake in Broadridge Financial Solutions (BR) by 2.6% in Q3, now holding 255,743 shares valued at $60.91 million. Despite this reduction, Broadridge reported strong quarterly earnings, beating expectations with EPS of $1.59 and revenue of $1.71 billion, and provided optimistic FY2026 guidance. Analysts currently maintain a "Moderate Buy" consensus for the stock with an average price target of $247.71.
AI lawsuits, opt-in claims and $4B payouts reshape investor recoveries
Broadridge's 2026 Global Class Action Annual Report indicates that global securities class actions generated over $4 billion in investor recoveries in 2025, a decrease from $5.2 billion in 2024. The report highlights emerging trends including a rise in AI-related litigation, increased participation in opt-in and collective actions, expansion of ESG claims, and a moderation in financial antitrust activity, signaling a dynamic shift in the recovery landscape for institutional investors.
CNXC Stock Price, Forecast & Analysis | CONCENTRIX CORP (NASDAQ:CNXC)
This article provides an analysis of Concentrix Corp (NASDAQ: CNXC), including its stock price, technical and fundamental ratings, financial highlights, and analyst forecasts. The stock currently trades at $32.54, with analysts predicting a 77.89% price increase over the next year. Key statistics, performance data, and competitor analysis are also presented.
End-to-End Wealth Management Market Report 2026: Major Players Including J.P. Morgan Chase & Co., Morgan Stanley, UBS Group and Charles Schwab Drive Transformational Growth - Forecast to 2030 and 2035
The "End-to-End Wealth Management Market Report 2026" indicates significant growth, projected from $3.88 billion in 2025 to $4.22 billion in 2026, and reaching $5.84 billion by 2030. Key drivers include the rise of high-net-worth individuals, demand for personalized digital platforms, AI-driven tools, and ESG-aligned portfolios. Major players like J.P. Morgan Chase & Co., Morgan Stanley, UBS Group, and Charles Schwab are driving this transformational growth, with Asia-Pacific anticipated to be the fastest-growing region.
First National Bank of Omaha Invests $12.55 Million in Broadridge Financial Solutions, Inc. $BR
First National Bank of Omaha recently invested $12.55 million in Broadridge Financial Solutions (NYSE:BR), acquiring a new stake of 52,707 shares. This investment makes Broadridge the bank's 28th-largest holding, representing 0.8% of its portfolio. Broadridge has shown strong financial performance, beating quarterly estimates and providing optimistic FY2026 guidance, while institutional investors hold a significant 90.03% stake in the company.
Donnelley Financial Solutions (DFIN) One Off US$95.5M Loss Reshapes Margin Narratives
Donnelley Financial Solutions (DFIN) reported its FY 2025 results, including a US$95.5 million one-off loss that significantly impacted its net profit margin, bringing it down to 4.2% from 11.8% a year prior. Despite this, the company remained profitable with a trailing basic EPS of US$1.18. Analysts forecast substantial earnings growth of 50.7% per year over the next three years, outpacing the 2.8% revenue growth, suggesting a rebuild of margins through a shift to higher-margin software platforms.
Sandisk Announces Launch of Secondary Offering of Common Stock
Sandisk Corporation announced a secondary public offering of $3,085,774,648 worth of its common stock, currently owned by its former parent, Western Digital Corporation (WDC). Sandisk will not receive any proceeds from this sale, as WDC is expected to exchange these shares for certain indebtedness with J.P. Morgan Securities LLC and BofA Securities before the offering closes. These firms will then act as selling stockholders and sell the shares to underwriters.
DFIN’s Software Pivot Pays Off: High Margins and Recurring Revenue Lead the Way
Donnelley Financial Solutions Inc (DFIN) successfully transitioned into a software-led organization in 2025, with software solutions accounting for 47% of total net sales by year-end. This strategic pivot resulted in higher margins and predictable recurring revenue streams, despite a slight decline in overall net sales. Management anticipates continued growth and stable performance in 2026, driven by regulatory compliance demand and efficient operations.
Broadridge’s Regulatory Communications Business Is the Source of Its Wide Moat
Morningstar identifies Broadridge Financial Solutions' regulatory and interim services business as the primary source of its wide economic moat. This segment is crucial for broker/dealers, generating a significant portion of Broadridge's net income, especially during the proxy season in its fiscal third and fourth quarters. The company also benefits from its global technology and operations segment and increased engagement from retail investors.
Assetmark Inc. Increases Stock Position in Broadridge Financial Solutions, Inc. $BR
Assetmark Inc. has increased its stake in Broadridge Financial Solutions Inc. by 33.4% in the third quarter, now holding 33,048 shares valued at $7.87 million. Broadridge exceeded earnings expectations for the quarter with EPS of $1.59 and revenue of $1.71 billion, and set a positive FY2026 EPS guidance. The stock maintains strong institutional ownership, while analyst ratings are mixed with a consensus target price of $247.71.
Broadridge Financial Solutions, Inc. $BR Position Lowered by Aberdeen Group plc
Aberdeen Group plc reduced its stake in Broadridge Financial Solutions (BR) by 8.7% in Q3, now holding 138,711 shares valued at $32.94 million. This comes after Broadridge beat Q3 earnings expectations and provided strong FY2026 guidance. Notable insider selling also occurred, with a VP and a Director selling shares.
Best Penny Stocks To Add to Your Watchlist – February 15th
This article identifies seven penny stocks to watch: Algorhythm (RIME), Singing Machine (MICS), JIADE (JDZG), BigBear.ai (BBAI), Direxion Daily MU Bear 1X Shares (MUD), Atomera (ATOM), and Bitfarms (BITF). It defines penny stocks as highly speculative shares trading under $5, highlighting their risks due to small market capitalization and limited liquidity. For each company, a brief description of its business operations is provided.
Verisk Earnings: What To Look For From VRSK
Verisk Analytics (VRSK) is set to announce its earnings this Wednesday before market open. Analysts expect a 5.1% year-on-year revenue growth to $773.5 million and adjusted earnings of $1.60 per share, despite the company missing revenue expectations last quarter. The stock has underperformed its peers and the broader data & business process services segment, with shares down 17.6% over the last month.
A Look At Donnelley Financial Solutions (DFIN) Valuation After Recent Share Price Weakness
Donnelley Financial Solutions (DFIN) has experienced recent share price weakness, despite a 1.8% gain over the last day, with significant declines over the past one and three months. The company is currently trading at US$39.12, which is significantly below the analyst price target of US$64.33, suggesting it is undervalued by 39.2% based on a narrative of digitalization and software growth. However, its P/E ratio of 31.9x is higher than the industry average, signaling potential valuation risk depending on whether a cash flow model or earnings multiple is prioritized.
How Investors May Respond To Broadridge Financial Solutions (BR) Earnings Beat And Expanding DLT Market Role
Broadridge Financial Solutions (BR) recently reported strong quarterly sales and net income, alongside new board appointments. The article discusses how Broadridge's growing involvement in financial infrastructure modernization, particularly its Distributed Ledger Repo platform and international client adoptions like Nissay Asset Management, impacts its investment narrative. It also touches on future growth projections, fair value estimates, and key considerations for investors.
How Investors May Respond To Broadridge Financial Solutions (BR) Earnings Beat And Expanding DLT Market Role
Broadridge Financial Solutions recently reported strong quarterly sales and net income, alongside new board appointments. The company's growing influence in modernizing financial infrastructure, particularly through its Distributed Ledger Repo platform and new client adoptions like Nissay Asset Management, is highlighted as a key driver reinforcing its investment narrative. Despite this positive momentum, the article notes potential challenges such as longer sales cycles in capital markets and wealth management, advising investors to consider multiple viewpoints on the stock's future growth and valuation.
Visual Inspection Software Market to Unlock Strong Revenue
Coherent Market Insights has published a new report titled "Visual Inspection Software Market: Industry Trends, Share, Size, Growth, Opportunity, and Forecast, 2026-2033". The report provides a comprehensive analysis of the market, including competitive dynamics, regional performance, and long-term growth potential. It also covers segment-level analysis, corporate strategy, SWOT analysis of leading companies, and key market players such as Cognex Corporation and Keyence Corporation.
Varex Imaging Stockholders Reelect Directors, Back Pay Plan and Deloitte at 2026 Virtual AGM
Varex Imaging (NASDAQ: VREX) held its 2026 Annual Meeting of Stockholders virtually, where shareholders reelected all seven director nominees, approved the advisory vote on named executive officer compensation, and ratified Deloitte & Touche LLP as the company’s independent auditor for fiscal 2026. Approximately 92% of outstanding common stock was represented, establishing a quorum for the meeting led by independent board chair Walter Rosebrough. The final vote tallies will be filed with the SEC within four business days.
Broadridge Financial Solutions, Inc. $BR Shares Sold by Shell Asset Management Co.
Shell Asset Management Co. significantly reduced its stake in Broadridge Financial Solutions Inc. (NYSE:BR) by 40.1% in the third quarter, selling over 12,000 shares. Despite this, Broadridge remains a significant holding for them, and the company has still received a "Moderate Buy" consensus rating from analysts, with an average target price of $247.71, well above its current trading price. Broadridge also exceeded quarterly earnings expectations and provided strong FY2026 guidance.
Broadridge Extends Trading Reach And Refreshes Board As Valuation Gap Widens
Broadridge Financial Solutions (NYSE:BR) has acquired CQG to expand its digital asset trading capabilities and launched a Mortgage-Backed Securities Trade Assignment Portal (TAP) in Japan. The company has also refreshed its Board of Directors. Despite a recent decline in stock price, Simply Wall St suggests a significant valuation gap, with shares potentially trading 46.9% below fair value, hinting at a potential buying opportunity for investors.
Broadridge Extends Trading Reach And Refreshes Board As Valuation Gap Widens
Broadridge Financial Solutions (NYSE:BR) has expanded its trading capabilities by acquiring CQG and launching a Mortgage-Backed Securities Trade Assignment Portal (TAP) in Japan. The company also refreshed its Board of Directors with new appointments and one resignation, amidst a significant year-to-date share price decline. Despite recent stock drops, Broadridge is trading 46.9% below its estimated fair value, indicating a potential valuation gap, and is focusing on integrating new platforms and adapting to leadership changes.
Broadridge’s Distributed Ledger Repo Platform Achieves 508% Year Over Year Growth in January
Broadridge Financial Solutions announced that its Distributed Ledger Repo (DLR) platform processed an average of $365 billion in daily repo transactions in January, totaling $7.3 trillion. This represents a 508% year-over-year increase compared to January 2025, driven by institutional adoption of tokenized real-asset settlement. The company plans to expand DLR capabilities into intraday funding, enhanced collateral mobility, and a wider range of tokenized asset classes in 2026.
Wealthfront Advisers LLC Buys 9,031 Shares of Broadridge Financial Solutions, Inc. $BR
Wealthfront Advisers LLC significantly increased its stake in Broadridge Financial Solutions (NYSE:BR) by 85.9%, acquiring an additional 9,031 shares to hold a total of 19,544 shares valued at $4.655 million. This increase occurred in Q3 as Broadridge reported strong Q4 earnings, beating estimates, and provided positive FY2026 guidance. Despite some analysts lowering price targets, the consensus remains a "Moderate Buy" for the stock.
A Look At Broadridge Financial Solutions (BR) Valuation After Q4 Beat And Trade Assignment Portal Milestone
Broadridge Financial Solutions (BR) recently topped Q4 estimates and launched its Japan-based Trade Assignment Portal and is planning a CQG acquisition, yet its shares have declined significantly in the short term. Despite this pullback, the company is seen as undervalued with an intrinsic discount of nearly 49%, driven by its growing digital and AI-driven revenue streams and the ongoing digitization of financial services. The article suggests that long-term investors have still seen gains, and its fair value is estimated at $245.88, although potential pressure points like declines in event-driven revenues could impact this outlook.
Amkor announces secondary offering of 10M shares
Amkor Technology, Inc. (NASDAQ: AMKR) announced a proposed secondary public offering of 10,000,000 shares of its common stock. The offering will be conducted by an affiliate of JCET Group Co., Ltd., and Amkor will not sell any shares nor receive any proceeds from the sale. The offering is subject to market and other conditions.
Rollins Stock Declines as Q4 Earnings and Revenues Miss Estimates
Rollins, Inc. (ROL) reported disappointing fourth-quarter 2025 results, with both earnings and revenues falling short of Zacks Consensus Estimates, leading to a double-digit stock decline in after-hours trading. Despite this, the company's shares had gained 6.4% over the past month, outperforming the industry. The report details specific revenue breakdowns for residential, commercial, and termite services, all of which missed consensus estimates, alongside operating income, EBITDA, and key balance sheet figures.
Coherus plans stock sale to fund LOQTORZI commercialization
Coherus Oncology (NASDAQ: CHRS) announced a proposed underwritten public offering of its common stock to fund the commercialization of LOQTORZI (toripalimab-tpzi), continue clinical development of product candidates, and for general corporate purposes. This offering includes a 30-day option for underwriters to purchase up to 15% additional shares and is subject to market conditions. Following the news, Coherus' stock declined by 15.92%, reflecting investor concern over potential dilution.
A Look At Broadridge Financial Solutions (BR) Valuation After Q4 Beat And Trade Assignment Portal Milestone
Broadridge Financial Solutions (BR) recently exceeded Q4 revenue and EPS expectations and launched a Japan-based Trade Assignment Portal and other digital initiatives. Despite recent share price declines of 24.87% over 30 days, the company is considered 31.9% undervalued with a narrative fair value of $245.88 versus its current $167.55. The valuation hinges on the durability of its digital and AI-driven revenue streams and continued growth in financial services digitization.
Nissay implements Broadridge’s MBS solution
Nissay Asset Management Corporation has implemented Broadridge Financial Solutions’ mortgage-backed securities (MBS) Trade Assignment Portal (TAP). This solution automates and digitizes the assignment of trade (AOT) processes for "To Be Announced" MBS trading, allowing for electronic contract signing, mass letter sending, and real-time progress tracking. The goal is to enhance efficiency, reduce manual workload, and improve transparency for Nissay Asset Management.
Rollins Stock Declines as Q4 Earnings and Revenues Miss Estimates
Rollins, Inc. (ROL) reported disappointing fourth-quarter 2025 results, with both earnings and revenues falling short of Zacks Consensus Estimates, leading to a significant stock decline in after-hours trading. Adjusted earnings per share were 25 cents, missing by 7.4%, while total revenues of $912.9 million marginally missed estimates despite a 9.7% year-over-year increase. The company's residential, commercial, and termite revenues all grew but failed to meet consensus expectations.
Genpact Stock Rises 4.3% Since Q4 Earnings and Revenue Beat
Genpact Limited reported strong fourth-quarter 2025 results, with earnings of 97 cents per share and revenues of $1.3 billion, both exceeding Zacks Consensus Estimates. This performance, coupled with robust earnings guidance for Q1 2026, has led to a 4.3% increase in Genpact's stock price since its earnings release on February 5. The company also detailed strong financial metrics and provided optimistic revenue and margin guidance for both the first quarter and the full year of 2026.
Broadridge’s DLR platform reaches US$365 billion ADV for January
Broadridge Financial Solutions' Distributed Ledger Repo (DLR) platform processed US$365 billion in average daily trade volumes for repo transactions in January, totaling nearly US$7.3 trillion. This represents a 508 percent year-on-year increase, highlighting the growing institutional adoption of tokenized real-asset settlement. The company plans to expand the platform in 2026 to include intraday funding, enhanced collateral mobility, and a wider range of tokenized asset classes.
Broadridge Financial Solutions Achieves $365 Billion Daily Trading Volume
Broadridge Financial Solutions' Distributed Ledger Repo (DLR) platform processed an average of $365 billion in daily repo transactions in January 2026, marking a significant 508% year-over-year increase. This surge demonstrates strong institutional adoption of tokenized real-asset settlement and the platform's expansion into more complex institutional use cases, such as sponsored and intraday repos. Broadridge aims to enhance liquidity management and connect traditional and digital financial ecosystems, driving innovation in global capital markets.
Broadridge’s DLR platform reports 508% Y/Y growth in January 2026
Broadridge Financial Solutions' Distributed Ledger Repo (DLR) platform experienced significant growth in January 2026, processing an average of $365 billion in daily repo transactions, totaling $7.3 trillion for the month. This represents a 508% year-over-year increase, highlighting the growing institutional adoption of tokenized real-asset settlement. Broadridge plans to expand DLR's capabilities into intraday funding, enhanced collateral mobility, and more tokenized asset classes, supporting increased precision in liquidity management and reduced financing costs.
Nissay Asset Management Corporation implements Broadridge's Mortgage-Backed Securities Trade Assignment Portal
Nissay Asset Management Corporation (NAM) has adopted Broadridge's Mortgage-Backed Securities Trade Assignment Portal (TAP), becoming the first asset management company in Japan to do so. This implementation automates and digitizes NAM's Assignment of Trade (AOT) processes for TBA trading of mortgage-backed securities, reducing manual workload and improving efficiency. The goal is to free up traders' time from administrative tasks, allowing them to focus more on analysis and value creation for investors.
Nissay Asset Management Corporation Becomes First in Japan to Implement Broadridge's Mortgage-Backed Securities Trade Assignment Portal
Nissay Asset Management Corporation (NAM) has become the first asset management company in Japan to adopt Broadridge's Mortgage-Backed Securities Trade Assignment Portal (TAP). This implementation aims to automate and digitize NAM's Assignment of Trade (AOT) processes for mortgage-backed securities, thereby streamlining operations, reducing administrative workload, and increasing efficiency. The solution liberates traders from manual tasks, allowing them to focus more on analysis and value creation for investors.
Japan fund turns mortgage bond paperwork digital with Broadridge
Broadridge Financial Solutions announced that Nissay Asset Management Corporation has implemented its Mortgage-Backed Securities Trade Assignment Portal (TAP), making it the first asset management company in Japan to adopt this solution. The TAP automates and digitizes Assignment of Trade (AOT) workflows for TBA mortgage-backed securities, streamlining processes, reducing administrative workload, and improving transparency for Nissay Asset Management. This move is expected to enhance efficiency, allowing traders to focus more on strategic activities rather than manual administrative tasks.
Nissay Asset Management Corporation Becomes First in Japan to Implement Broadridge's Mortgage-Backed Securities Trade Assignment Portal
Nissay Asset Management Corporation (NAM) has become the first asset management company in Japan to adopt Broadridge's Mortgage-Backed Securities Trade Assignment Portal (TAP). This implementation aims to automate and digitize NAM's Assignment of Trade (AOT) processes for TBA trading of mortgage-backed securities, significantly reducing manual workload and enhancing operational efficiency. The solution allows for instant creation and electronic signing of contract documents, simultaneous sending of AOT letters, and real-time progress tracking, thereby enabling traders to focus more on strategic planning and execution.
Broadridge CQG Deal And Board Changes Recast Trading And Digital Story
Broadridge Financial Solutions (NYSE:BR) is acquiring CQG to enhance its execution management, algorithmic trading, analytics, and digital asset trading capabilities, aiming to deepen its presence in front-office trading workflows. Concurrently, the company announced Board changes, adding Trish Mosconi and Christopher Perry. These strategic moves and leadership updates occur against a backdrop of recent stock decline, but longer-term returns suggest investors are looking for growth in digital services and transaction processing platforms.
