Broadridge Financial Solutions Overview

  • Year Founded
  • 1962

Year Founded

  • Status
  • Public

  • Employees
  • 14,700

Employees

  • Stock Symbol
  • BR

Stock Symbol

  • Investments
  • 62

  • Share Price
  • $200.54
  • (As of Friday Closing)

Broadridge Financial Solutions General Information

Description

Broadridge Financial Solutions, which was spun off from ADP in 2007, is a leading provider of investor communications and technology-driven solutions to banks, broker/dealers, asset managers, wealth managers, and corporate issuers. Broadridge is composed of two segments: investor communication solutions, or ICS, and global technology and operations, or GTO.

Contact Information

Formerly Known As
ADP Brokerage Services, ADP Brokerage Services Group, Broadridge Financial Solutions, Llc
Ownership Status
Publicly Held
Financing Status
Corporation
Primary Industry
Other Financial Services
Other Industries
Financial Software
Stock Exchange
NYS
Corporate Office
  • 5 Dakota Drive
  • Suite 300, Lake Success
  • New York, NY 11042
  • United States
+1 (800) 000-0000

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Broadridge Financial Solutions Stock Performance

(As of Friday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$200.54 $201.69 $144.54 - $210.24 $23.7B 118M 439K $5.93

Broadridge Financial Solutions Financials Summary

In Thousands,
USD
TTM 31-Mar-2024 FY 2023 30-Jun-2023 FY 2022 30-Jun-2022 FY 2021 30-Jun-2021
EV 27,724,817 23,536,017 20,886,285 20,432,182
Revenue 6,401,500 6,060,900 5,709,100 4,993,700
EBITDA 1,486,800 1,355,400 1,220,900 1,086,200
Net Income 699,000 630,600 539,100 547,500
Total Assets 8,215,400 8,233,200 8,168,800 8,119,800
Total Debt 3,726,200 3,652,600 4,066,200 4,190,900
Public Fundamental Data provided by Morningstar, Inc. disclaimer

Broadridge Financial Solutions Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Broadridge Financial Solutions Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Broadridge Financial Solutions, which was spun off from ADP in 2007, is a leading provider of investor communications an
Other Financial Services
New York, NY
14,700 As of 2023
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New York, NY
0000 As of 0000
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000000000 00000000
Melbourne, Australia
00000 As of 0000
000.00
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Broadridge Financial Solutions Competitors (25)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Adenza Formerly PE-Backed New York, NY 0000 00000 000000&0 00000
Computershare Corporation Melbourne, Australia 00000 000.00 000000 - 000 000.00
Dion Global Solutions Corporate Backed or Acquired Noida, India 000 00.000 000000000 00.000
FNZ Private Equity-Backed London, United Kingdom 0000 00.000 000000000 00.000
Global Shares Formerly PE-Backed Cork, Ireland 000 000.00 000000&0 000.00
You’re viewing 5 of 25 competitors. Get the full list »

Broadridge Financial Solutions Patents

Broadridge Financial Solutions Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20230141007-A1 Machine learning-based methods and systems for modeling user-specific, activity specific engagement predicting scores Pending 22-Sep-2021 00000000
US-11544627-B1 Machine learning-based methods and systems for modeling user-specific, activity specific engagement predicting scores Active 22-Sep-2021 000000000 00
US-20220311613-A1 Computer network systems for cryptographically-secured, token-based operations and methods of use thereof Active 26-Mar-2021 00000000000 0
US-11611438-B2 Computer network systems for cryptographically-secured, token-based operations and methods of use thereof Active 26-Mar-2021 0000000000 0
CA-3216532-A1 Computer network systems for cryptographically-secured, token-based operations and methods of use thereof Pending 26-Mar-2021 G06F16/9024
To view Broadridge Financial Solutions’s complete patent history, request access »

Broadridge Financial Solutions Executive Team (112)

Name Title Board Seat Contact Info
Timothy Gokey Chief Executive Officer & Board Member
Michael Hopkins Managing Director & Head of Community Relations, President of Fixed Income, Financing and Risk
Vojsava Livadhi Chief of Staff to Capital Markets President
Christopher Perry President
Douglas DeSchutter President
You’re viewing 5 of 112 executive team members. Get the full list »

Broadridge Financial Solutions Board Members (15)

Name Representing Role Since
0000 000000 Broadridge Financial Solutions Board Member 000 0000
0000000 00000000 0 Self Board Member 000 0000
00000 000000 Broadridge Financial Solutions Board Member 000 0000
000000 000000 Self Board Member 000 0000
000000 0000 Broadridge Financial Solutions Board Member 000 0000
You’re viewing 5 of 15 board members. Get the full list »

Broadridge Financial Solutions Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Broadridge Financial Solutions Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Broadridge Financial Solutions Investments & Acquisitions (62)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Kyndryl (Securities Industry Services Wealth and Capital Markets Technology Platform) 13-May-2024 000000000 Buildings and Property 00000 000
FLX Networks 03-Nov-2022 00000 0000 0000 Financial Software 000 00000
LiquidX 27-May-2022 00000 0000 000.00 Brokerage 000000 00
Tifin 12-May-2022 00000 0000 00000 Financial Software
Winfund Software 01-Dec-2021 Buyout/LBO Financial Software 0000000 0
You’re viewing 5 of 62 investments and acquisitions. Get the full list »

Broadridge Financial Solutions Subsidiaries (5)

Company Name Industry Location Founded
AdvisorStream Financial Software New York, NY 2011
ClearStructure Financial Technology Asset Management Danbury, CT 0000
Fi360 Educational and Training Services (B2C) Pittsburgh, PA 0000
Winfund Software Financial Software Ottawa, Canada 0000
FundAssist Other Financial Services Dundrum, Ireland 0000
To view Broadridge Financial Solutions’s complete subsidiaries history, request access »

Broadridge Financial Solutions ESG

Risk Overview

Risk Rating

Updated April, 27, 2024

16.82 | Low Risk

Risk Scale

A lower score indicates better sustainability

Negl

0-10

Low

10-20

Med

20-30

High

30-40

Severe

40+

Exposure

Exposure refers to the extent to which a company is exposed to different material ESG issues

00.0

Management

Management is related to actions taken to manage ESG issues

00.00

Peers Analysis

Peer performance insights compare the company’s ESG performance to the performance of selected peers to help inform future ESG decisions and drive internal performance improvements.

Global

Covered Companies

00 of 16,421

Rank

00.00

Percentile

Software & Services

Industry

00 of 1,116

Rank

00.00

Percentile

Data Processing

Subindustry

00 of 99

Rank

00.00

Percentile

To view Broadridge Financial Solutions’s complete esg history, request access »

Broadridge Financial Solutions Exits (5)

Company Name Exit Date Exit Type Exit Size Status Buyers
AMA Partners 18-Feb-2016 000000000 Completed
  • 0000000000 0000000
TwoFour Systems 01-Dec-2014 000000000000000000 000.00 Completed
  • 0000000000 0000000
Inlet (New York) 09-Jun-2014 00000 0000000 Completed
  • 2 buyers
Xtiva 14-Oct-2002 000000000 Completed
  • 0000000000 0000000
Xtiva 18-Jun-2001 Corporate Completed
To view Broadridge Financial Solutions’s complete exits history, request access »

Broadridge Financial Solutions FAQs

  • When was Broadridge Financial Solutions founded?

    Broadridge Financial Solutions was founded in 1962.

  • Who is the founder of Broadridge Financial Solutions?

    James Toffey is the founder of Broadridge Financial Solutions.

  • Who is the CEO of Broadridge Financial Solutions?

    Timothy Gokey is the CEO of Broadridge Financial Solutions.

  • Where is Broadridge Financial Solutions headquartered?

    Broadridge Financial Solutions is headquartered in New York, NY.

  • What is the size of Broadridge Financial Solutions?

    Broadridge Financial Solutions has 14,700 total employees.

  • What industry is Broadridge Financial Solutions in?

    Broadridge Financial Solutions’s primary industry is Other Financial Services.

  • Is Broadridge Financial Solutions a private or public company?

    Broadridge Financial Solutions is a Public company.

  • What is Broadridge Financial Solutions’s stock symbol?

    The ticker symbol for Broadridge Financial Solutions is BR.

  • What is the current stock price of Broadridge Financial Solutions?

    As of 24-May-2024 the stock price of Broadridge Financial Solutions is $200.54.

  • What is the current market cap of Broadridge Financial Solutions?

    The current market capitalization of Broadridge Financial Solutions is $23.7B.

  • What is Broadridge Financial Solutions’s current revenue?

    The trailing twelve month revenue for Broadridge Financial Solutions is $6.4B.

  • Who are Broadridge Financial Solutions’s competitors?

    Adenza, Computershare, Dion Global Solutions, FNZ, and Global Shares are some of the 25 competitors of Broadridge Financial Solutions.

  • What is Broadridge Financial Solutions’s annual earnings per share (EPS)?

    Broadridge Financial Solutions’s EPS for 12 months was $5.93.

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