Why does BR lag the market?
Up 15% over three years while the S&P 500 rose 80%.
- Its Nov 3 results:
BR's Quality Score fell 2 points on Tue, Nov 10, to 8. Trading went back to normal after a busy day (3 chart checks stopped).
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Up 15% over three years while the S&P 500 rose 80%.
| The company | Profit up 14% to $1.1B |
| Latest filing | 8-K, Nov 10 |
After its last 4 reports it closed -0.9% on average, higher 1 of 4 times.
Averagefor quality, not price, 6 of 14 chart checks firingWhat the Quality Score means
BR is #28 of 66 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| 28 |
Sales over four quarters: BR $7.56B, ACN $74.2B, FISV $20.8B.
Expected to report Tue Feb 2, before the open (in 84 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $1.7B, 5% more than a year ago; a profit of $0.83 a share, from $1.40.
“Recurring revenue growth constant currency (Non-GAAP) was 11%, driven by 9pts from Organic growth.”
| Line | Q1 FY27 | Q1 FY26 |
|---|---|---|
| Recurring Fee Revenue | $1.1B | $978M |
Each quarter's sales and their share of its total. Figures as filed (SEC filing, Nov 3)
| Measure | Figure |
|---|---|
| Recurring revenue growth constant currency | 6% to 8% |
“Event-driven revenues decreased $46 million, or 41%, to $67 million, as lower mutual fund proxy revenues were partially offset by higher equity and other revenue.”
From its results filing (SEC filing · Nov 3)
Sales grew 8.4% a year over 5 years, fiscal 2021 to 2026.
Pays $4.36 a share a year.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Nov 3, 2026 | -2.1% | -0.3% | +4.4% |
| Aug 4, 2026 | +7.0% | +7.0% | +10.2% |
| Apr 30, 2026 | -2.9% | -4.2% | -4.9% |
Sales grew every year from 2019 to 2026, to $7.5B. It made a profit in each of the eight years.
RSI 69.7, MACD above signal, above both averages. Not scored.
Its dividends come to 37% of its free cash flow.
| Dividend | $4.36 a share a year |
| Paid out | About $493M a year |
| Free cash flow | $1.3B |
| Record | Raised every year since 2009 |
2 insiders sold $704K across 2 filings in the last 6 months. No open-market buys on record. The newest:
14 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: BR is 0.5% of SCHD, 0.1% of DGRO, and under 0.1% of VIG, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jul 31 to Aug 31, 2026.
Broadridge Financial Solutions, which was spun off from Automatic Data Processing in 2007, is a leading provider of investor communication and technology-driven solutions to banks, broker/dealers, traditional and alternative-asset managers, wealth managers, and corporate issuers. Broadridge has two operating segments: investor communication solutions and global technology and operations.
“We operate in a highly competitive industry.”
BR scores 8 today, which Breakaway calls Average. It is #28 of 66 in Services-Business Services by Quality Score, with 6 of 14 chart checks firing. Up 15% over three years while the S&P 500 rose 80%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
BR scores 8 today, which Breakaway calls Average (6 to 10). That is #28 of 66 in Services-Business Services by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind BR's 8.
2 insiders sold $704K across 2 filings in the last 6 months. No open-market buys on record. The newest is Thomas P. Carey, Corporate VP, who sold $400K on Oct 1. Every filing, with the scored weight, for Pro members.
Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.
Insider and Congress trades, the chart, and the financials, in one score.
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