Broadridge rises as company declares quarterly dividend in new SEC filing

Broadridge Financial Solutions (BR) is up 3.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most visible catalyst is a newly filed dividend declaration, which can draw incremental demand from income-focused investors and signal confidence in ongoing cash generation. With no other major company-specific headline clearly dominating the session, part of the move could also be a continuation of the post-earnings “quality/defensive fintech” bid (speculation).

Details:

In an SEC Form 8-K, the company disclosed that its board declared a quarterly cash dividend of $0.975 per share.

The dividend is scheduled to be paid on April 8, 2026, to shareholders of record as of March 16, 2026 (with the ex-dividend date listed as March 13, 2026 in market summaries).

Dividend announcements can act as a near-term support for shares, especially when paired with relatively stable recurring-revenue business models and strong free-cash-flow narratives.

Separately, recent company updates have highlighted ongoing strategic activity (including a recently completed acquisition), which may be contributing to improved sentiment around the stock (speculation).

Sources:

SEC, TradingView, Broadridge

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$BR Insider Trading Activity

$BR insiders have traded $BR stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $BR stock by insiders over the last 6 months:

THOMAS P CAREY (Corporate VP) has made 0 purchases and 3 sales selling 10,214 shares for an estimated $2,341,617.
CHRISTOPHER JOHN PERRY (President) sold 3,984 shares for an estimated $900,384
ROBERT N DUELKS sold 253 shares for an estimated $48,727

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$BR Hedge Fund Activity

We have seen 448 institutional investors add shares of $BR stock to their portfolio, and 604 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 3,354,964 shares (-76.7%) from their portfolio in Q4 2025, for an estimated $748,727,315
NORGES BANK added 1,042,297 shares (+204.6%) to their portfolio in Q4 2025, for an estimated $232,609,421
VAN ECK ASSOCIATES CORP added 774,747 shares (+110.6%) to their portfolio in Q4 2025, for an estimated $172,900,287
MACQUARIE GROUP LTD removed 658,130 shares (-96.5%) from their portfolio in Q4 2025, for an estimated $146,874,872
APG ASSET MANAGEMENT N.V. removed 610,126 shares (-40.8%) from their portfolio in Q4 2025, for an estimated $136,161,819
AMERIPRISE FINANCIAL INC added 538,305 shares (+43.4%) to their portfolio in Q4 2025, for an estimated $120,133,526
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 528,736 shares (-55.6%) from their portfolio in Q4 2025, for an estimated $117,998,013

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$BR Congressional Stock Trading

Members of Congress have traded $BR stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $BR stock by members of Congress over the last 6 months:

REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 12/31.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$BR Price Targets

Multiple analysts have issued price targets for $BR recently. We have seen 5 analysts offer price targets for $BR in the last 6 months, with a median target of $250.0.

Here are some recent targets:

Peter Heckmann from DA Davidson set a target price of $228.0 on 02/10/2026
Kyle Peterson from Needham set a target price of $255.0 on 02/04/2026
Puneet Jain from JP Morgan set a target price of $229.0 on 02/04/2026
Alex Kramm from UBS set a target price of $250.0 on 11/13/2025
James Faucette from Morgan Stanley set a target price of $256.0 on 11/05/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.