BROADRIDGE FINANCIAL SOLUTIONS, INC.
BR · Services-Business Services, NEC · 115.7M shares · +0%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$44M (gross $24M, SBC $68M)
Reference price $155.00 · est. market cap ~$17.9B — last insider sale, 2026-06-04 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B78gen composite 69pct→78
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC, Bridgewater Associates, LP
- Weak liquidityCurrent ratio 0.98 (<1)
- Notable holderHeld by 4 notable fund(s): STATE STREET CORP, GOLDMAN SACHS GROUP INC, CITADEL ADVISORS LLC +1 more (as of 2026-03-31)
Congressional trades
| Date | Member | Type | Owner | Amount |
|---|---|---|---|---|
| 2025-12-31 | Newhouse, Dan · WA04 | buy | spouse | $1K–$15K |
STOCK Act Periodic Transaction Reports (U.S. House Clerk). Amounts are disclosed ranges, not exact figures.
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
31.0%
Operating margin
17.3%
Net margin
12.2%
Return on equity
31.6%
Return on assets
9.8%
ROIC
15.9%
Revenue growth (QoQ)
7.8%
Net-income growth
20.3%
Debt / equity
1.2×
Net debt / EBITDA
1.8×
Current ratio
1.0×
Free cash flow
$1.1B
EBITDA
$1.3B
Tangible book value
-$2.2B
Cash & investments
$861M
Stock comp / revenue
1.1%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Timothy C. Gokey | CEO | $17M FY2025 |
| Ashima Ghei | CFO | $2M FY2025 |
| DESCHUTTER DOUGLAS RICHARD | Co-President ICS | — |
| Hope M. Jarkowski | Chief Legal Officer | $3M FY2025 |
| Matlin Laura | CVP, Deputy GC and CCO | — |
| Stingi Richard John | Corporate VP and CHRO | — |
| Thomas P. Carey | Corporate VP | $4M FY2025 |
| Christopher J. Perry | President | $6M FY2025 |
| DALY RICHARD J | Executive Chairman | — |
| Amit K. Zavery | Director | $343K FY2025 |
| Annette L. Nazareth | Director | $344K FY2025 |
| Brett A. Keller | Director | $344K FY2025 |
| Eileen K. Murray | Director | $450K FY2025 |
| Leslie A. Brun | Director | $86K FY2025 |
| Maura A. Markus | Director | $359K FY2025 |
| Melvin L. Flowers | Director | $343K FY2025 |
| Mosconi Patricia Ann | Director | — |
| Pamela L. Carter | Director | $364K FY2025 |
| Robert N. Duelks | Director | $359K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-27 | Ghei Ashima | Option exercise | 2.5K | — |
| 2026-06-27 | Ghei Ashima | Tax withheld | 905 | $137.93 |
| 2026-06-10 | Mosconi Patricia Ann | Grant | 206 | — |
| 2026-06-10 | Markus Maura A. | Grant | 239 | — |
| 2026-06-10 | Zavery Amit | Grant | 206 | — |
| 2026-06-10 | Nazareth Annette L. | Grant | 206 | — |
| 2026-06-10 | MURRAY EILEEN K | Grant | 445 | — |
| 2026-06-04 | Jarkowski Hope M. | Sell | 2.0K | $155.00 |
| 2026-04-08 | Zavery Amit | Grant | 27 | — |
| 2026-04-08 | Zavery Amit | Grant | 24 | — |
| 2026-04-08 | Nazareth Annette L. | Grant | 17 | — |
| 2026-04-08 | Nazareth Annette L. | Grant | 16 | — |
| 2026-04-08 | MURRAY EILEEN K | Grant | 16 | — |
| 2026-04-08 | MURRAY EILEEN K | Grant | 13 | — |
| 2026-04-08 | Mosconi Patricia Ann | Grant | 2 | — |
| 2026-04-08 | Markus Maura A. | Grant | 87 | — |
| 2026-04-08 | Markus Maura A. | Grant | 29 | — |
| 2026-04-08 | keller brett | Grant | 54 | — |
| 2026-04-08 | keller brett | Grant | 26 | — |
| 2026-04-08 | FLOWERS MELVIN L | Grant | 16 | — |
| 2026-04-08 | Duelks Robert N | Grant | 127 | — |
| 2026-04-07 | Markus Maura A. | Grant | 206 | — |
| 2026-04-07 | Zavery Amit | Grant | 177 | — |
| 2026-04-07 | Nazareth Annette L. | Grant | 177 | — |
| 2026-04-07 | MURRAY EILEEN K | Grant | 384 | — |
| 2026-04-07 | keller brett | Grant | 177 | — |
| 2026-04-01 | Jarkowski Hope M. | Option exercise | 2.9K | — |
| 2026-04-01 | Jarkowski Hope M. | Tax withheld | 913 | $159.98 |
| 2026-03-06 | Gokey Timothy C | Buy | 5.3K | $194.49 |
| 2026-03-05 | Mosconi Patricia Ann | Grant | 420 | — |
| 2026-03-02 | Duelks Robert N | Gift | 17K | — |
| 2026-03-02 | Duelks Robert N | Gift | 17K | — |
| 2026-02-25 | Duelks Robert N | Disposition | 486 | $177.03 |
| 2026-02-06 | Duelks Robert N | Sell | 253 | $192.60 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-10 | Exec/director changeExhibits | filing ↗ |
| 2026-05-21 | OtherExhibits | filing ↗ |
| 2026-05-15 | Material agreementDebt obligationOtherExhibits | filing ↗ |
| 2026-05-06 | Material agreementOtherExhibits | filing ↗ |
| 2026-05-06 | Reg FDExhibits | filing ↗ |
| 2026-04-30 | ResultsExhibits | filing ↗ |
| 2026-03-06 | OtherExhibits | filing ↗ |
| 2026-02-09 | Reg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-10 | 2026-06-09 | 0001383312-26-000019 ↗ |
| 8-K | 2026-05-21 | 2026-05-21 | 0001383312-26-000017 ↗ |
| 8-K | 2026-05-15 | 2026-05-15 | 0001140361-26-021675 ↗ |
| 8-K | 2026-05-06 | 2026-05-04 | 0001140361-26-019332 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001383312-26-000015 ↗ |
| 10-Q | 2026-04-30 | 2026-03-31 | 0001628280-26-028675 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0001383312-26-000013 ↗ |
| 8-K | 2026-03-06 | 2026-03-06 | 0001383312-26-000009 ↗ |
| 8-K | 2026-02-09 | 2026-02-06 | 0001383312-26-000007 ↗ |
| 8-K | 2026-02-03 | 2026-02-03 | 0001383312-26-000005 ↗ |
| 10-Q | 2026-02-03 | 2025-12-31 | 0001628280-26-004859 ↗ |
| 8-K | 2026-02-03 | 2026-02-02 | 0001383312-26-000003 ↗ |