Broadridge slides after Q3 results as investors focus on weaker sales pipeline and margin pressure

Broadridge Financial Solutions, Inc. (BR) is down 5.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The selloff appears tied to a mixed reaction to Broadridge’s fiscal third-quarter update: profit metrics and full-year earnings growth guidance improved, but the company reduced its full-year closed-sales outlook and showed some margin pressure. Investors may be treating the lower closed-sales range as a signal that large, complex deals are taking longer to convert into signed contracts.

Details:

Broadridge posted fiscal Q3 results showing higher recurring revenue and higher adjusted EPS year over year, alongside an increase in total revenue.

For fiscal 2026, the company raised its outlook for recurring revenue growth (constant currency) and adjusted EPS growth, but revised its closed-sales guidance lower.

The company’s quarter reflected lower operating and adjusted operating margins versus the prior-year period, with cost and mix items (including distribution/postage impacts) cited as a headwind.

Broadridge completed its acquisition of CQG on April 30, 2026, adding to its trading and connectivity capabilities, though deal integration and near-term costs can also influence sentiment.

Sources:

Broadridge Investor Relations, SEC, The Motley Fool

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 6 times in the past 6 months. Of those trades, 1 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.
TIMOTHY C GOKEY (CEO) purchased 5,300 shares for an estimated $1,030,794
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. You can access data on insider stock transactions through the Quiver Quantitative API.

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$BR Hedge Fund Activity

We have seen 463 institutional investors add shares of $BR stock to their portfolio, and 559 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. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$BR Congressional Stock Trading

Members of Congress have traded $BR stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

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

REPRESENTATIVE RICK LARSEN sold up to $15,000 on 04/07.
REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 12/31.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.

$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 04/22/2026
Kyle Peterson from Needham set a target price of $255.0 on 04/06/2026
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.