BR Broadridge Financial Solutions (BR) Insider Trading, Ownership & Congress Trades
Services · Services-business services, nec · CIK 0001383312
Congress · 2
Insider buyers, 180 days
0
Funds added, last quarter
488
13F, latest reported quarter
Conversions, 180 days
2
Codes C/M, not in net · $0 priced
What the filings say about BR
Insiders, 180 days
-$704.3K net sold
2 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
2 bought · 2 sold
Latest: sale, 2026-05-15
Broadridge Financial Solutions insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, BROADRIDGE FINANCIAL SOLUTIONS, INC. insiders sold a net $704.3K of stock across 172 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 16 earlier Form 4 trades (code P or S) here by this insider (16 sales), the last on Dec 3, 2025.
- The trade is 28.4% of the 8,800 shares held after it.
- No other insider sold within 30 days.
- 488 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Corporate VP Carey Thomas P sold about $399.6K of BR on Oct 1, 2026; 488 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on May 15, 2025.
- The trade is 157280.0% of the 1 shares held after it.
- No other insider sold within 30 days.
- 488 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Legal Officer Jarkowski Hope M. sold about $304.7K of BR on Jun 4, 2026; 488 funds added in the latest 13F quarter.Context
- 13 earlier Form 4 trades (code P or S) here by this insider (13 sales), the last on Aug 25, 2025.
- The trade is 3.7% of the 142,876 shares held after it.
- No other insider bought within 30 days.
- 488 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO Gokey Timothy C bought about $1.0M of BR on Mar 6, 2026, the largest insider purchase at the company on our record; 488 funds added in the latest 13F quarter.Context
- 10 earlier Form 4 trades (code P or S) here by this insider (10 sales), the last on Jun 6, 2025.
- The trade is 2.9% of the 8,600 shares held after it.
- No other insider sold within 30 days.
- 488 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Duelks Robert N sold about $48.7K of BR on Feb 6, 2026; 488 funds added in the latest 13F quarter.Context
- 13 earlier Form 4 trades (code P or S) here by this insider (13 sales), the last on May 13, 2025.
- The trade is 7.6% of the 15,090 shares held after it.
- 1 other insider sold within 30 days.
- 488 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Corporate VP Carey Thomas P sold about $263.6K of BR on Dec 3, 2025; 1 other insider sold within 30 days and 488 funds added in the latest 13F quarter.172 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$704.3K over 180 days
-$399.6K over 90 days
below 53% of Services
Congress
2 members bought in the last year
more than 67% of Services
Funds
488 funds bought in last quarter
more than 93% of Services
Revenue
+8.5% year over year
more than 59% of Services
Margin
15.0% net margin
more than 83% of Services
Buybacks
$603.7M repurchased, FY to 2026-06-30
more than 83% of Services
Short interest
2.5% of the float short (float per yahoo 2026-10-26) · 2.6 days to cover · settled 2026-09-30
more than 50% of Services
What changed in the last 30 days
Oct 5Corporate VP Carey Thomas P sold $399.6K (Oct 1)
Watch BR
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-22.4%12M
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns BR: institutional holders (13F)
13F holdings, latest reported quarter
10,762,454 sh
$1.5B
7,554,630 sh
$1.0B
6,099,941 sh
$835.4M
5,713,387 sh
$787.8M
3,699,796 sh
$506.7M
Congress trades in BR
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2026-05-15 · disclosed 24 days later
$1,001 - $15,000
Bought 2026-04-14 · disclosed 24 days later
$1,001 - $15,000
Sold 2026-04-07 · disclosed 8 days later
$1,001 - $15,000
Bought 2025-12-31 · disclosed 15 days later
$1,001 - $15,000
Sold 2025-07-10 · disclosed 34 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
BR planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
BR mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Motley Fool Mid-Cap Growth ETF
$4.6M position · as of 2026-05-31
3.9%
Castellan Targeted Income ETF
$5.8M position · as of 2026-05-29
3.2%
Invesco Bloomberg Financial Data Providers ETF
$1.6M position · as of 2026-05-31
3.2%
SouthernSun U.S. Equity Fund
$1.6M position · as of 2026-06-30
3.2%
Jensen Quality Mid Cap Fund
$2.6M position · as of 2026-05-31
2.8%
Nomura Mid Cap Income Opportunities Fund
$19.9M position · as of 2026-06-30
2.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Corporate PAC
The company's PAC: committee totals only, never individual donors (FEC).
Broadridge Financial Solutions Pac
Cycle 2026 · $16K spent
$47
Federal Election Commission, matched by the PAC's connected organisation
Executive pay vs shareholder return · Timothy C. Gokey
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2022
$12.2M
$18.1M
$3.7M
+38%
-7%
2021
$10.1M
$9.2M
$4.2M
+17%
-15%
2020
$10.3M
$18.5M
$2.8M
+30%
+19%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $704.3K sold by insiders over 180 days, 488 funds added last quarter, 2 House member(s) bought in 12 months, disclosed weeks after the trade. Each figure is a federal filing, dated the day it went public.
BR financials
Revenue growth
+8.5%
XBRL, annual
Net margin
15.0%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$7.5B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM BR
| FY Jun 2026 | $7.5B |
| FY Jun 2025 | $6.9B |
| FY Jun 2024 | $6.5B |
| FY Jun 2023 | $6.1B |
| FY Jun 2022 | $5.7B |
| Jun 2026 | $2.2B |
| Mar 2026 | $2.0B |
| Dec 2025 | $1.7B |
| Sep 2025 | $1.6B |
| Jun 2025 | $2.1B |
| Mar 2025 | $1.8B |
| Dec 2024 | $1.6B |
| Sep 2024 | $1.4B |
At each fiscal year end
Single quarter
Net margin, TTM
+15.0%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM BR
| FY Jun 2026 | +15.0% |
| FY Jun 2025 | +12.2% |
| FY Jun 2024 | +10.7% |
| FY Jun 2023 | +10.4% |
| FY Jun 2022 | +9.4% |
| Jun 2026 | +17.9% |
| Mar 2026 | +14.1% |
| Dec 2025 | +16.6% |
| Sep 2025 | +10.4% |
| Jun 2025 | +18.1% |
| Mar 2025 | +13.4% |
| Dec 2024 | +9.0% |
| Sep 2024 | +5.6% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$1.3B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM BR
| FY Jun 2026 | $1.3B |
| FY Jun 2025 | $1.1B |
| FY Jun 2024 | $998.8M |
| FY Jun 2023 | $784.9M |
| FY Jun 2022 | $414.5M |
| Jun 2026 | $645.3M |
| Mar 2026 | $287.5M |
| Dec 2025 | $318.5M |
| Sep 2025 | $27.1M |
| Jun 2025 | $684.1M |
| Mar 2025 | $348.9M |
| Dec 2024 | $227.9M |
| Sep 2024 | -$133.4M |
At each fiscal year end
Single quarter
Debt to equity
1.15x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity BR
| FY Jun 2026 | 1.15x |
| FY Jun 2025 | 1.22x |
| FY Jun 2024 | 1.55x |
| FY Jun 2023 | 1.52x |
| FY Jun 2022 | 1.98x |
| Jun 2026 | 1.15x |
| Mar 2026 | 1.14x |
| Dec 2025 | 1.10x |
| Sep 2025 | 1.25x |
| Jun 2025 | 1.22x |
| Mar 2025 | 1.44x |
| Dec 2024 | 1.64x |
| Sep 2024 | 1.63x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.41x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt BR
| FY Jun 2026 | 0.41x |
| FY Jun 2025 | 0.36x |
| FY Jun 2024 | 0.31x |
| FY Jun 2023 | 0.24x |
| FY Jun 2022 | 0.12x |
| Jun 2026 | 0.41x |
| Mar 2026 | 0.42x |
| Dec 2025 | 0.45x |
| Sep 2025 | 0.41x |
| Jun 2025 | 0.36x |
| Mar 2025 | 0.35x |
| Dec 2024 | 0.28x |
| Sep 2024 | 0.28x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+40.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity BR
| FY Jun 2026 | +40.9% |
| FY Jun 2025 | +34.8% |
| FY Jun 2024 | +31.7% |
| FY Jun 2023 | +30.3% |
| FY Jun 2022 | +28.9% |
| Jun 2026 | +40.9% |
| Mar 2026 | +42.3% |
| Dec 2025 | +41.8% |
| Sep 2025 | +38.2% |
| Jun 2025 | +34.8% |
| Mar 2025 | +33.9% |
| Dec 2024 | +35.3% |
| Sep 2024 | +31.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+12.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets BR
| FY Jun 2026 | +12.9% |
| FY Jun 2025 | +10.0% |
| FY Jun 2024 | +8.5% |
| FY Jun 2023 | +7.7% |
| FY Jun 2022 | +6.6% |
| Jun 2026 | +12.9% |
| Mar 2026 | +12.9% |
| Dec 2025 | +12.7% |
| Sep 2025 | +11.3% |
| Jun 2025 | +10.0% |
| Mar 2025 | +9.5% |
| Dec 2024 | +9.4% |
| Sep 2024 | +8.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
effective tax rate 62%, not meaningful
Return on invested capital BR
| FY Jun 2026 | n/a |
| FY Jun 2025 | +13.0% |
| FY Jun 2024 | +12.6% |
| FY Jun 2023 | +12.1% |
| FY Jun 2022 | +10.4% |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | +12.0% |
| Jun 2025 | +13.0% |
| Mar 2025 | +12.3% |
| Dec 2024 | +12.3% |
| Sep 2024 | +12.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+18.3%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed BR
| FY Jun 2026 | +18.3% |
| FY Jun 2025 | +17.6% |
| FY Jun 2024 | +16.1% |
| FY Jun 2023 | +14.8% |
| FY Jun 2022 | +11.1% |
| Jun 2026 | +18.3% |
| Mar 2026 | +18.0% |
| Dec 2025 | +17.7% |
| Sep 2025 | +18.1% |
| Jun 2025 | +17.6% |
| Mar 2025 | +16.0% |
| Dec 2024 | +15.4% |
| Sep 2024 | +14.1% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
18.45x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing BR
| FY Jun 2026 | 14.27x |
| FY Jun 2025 | 34.23x |
| FY Jun 2024 | 33.62x |
| FY Jun 2023 | 31.31x |
| FY Jun 2022 | 31.33x |
| Jun 2026 | 14.27x |
| Mar 2026 | 17.38x |
| Dec 2025 | 24.69x |
| Sep 2025 | 30.46x |
| Jun 2025 | 34.23x |
| Mar 2025 | 36.46x |
| Dec 2024 | 35.38x |
| Sep 2024 | 37.20x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$23.0B
market value at close 2026-10-27 on 2026-07-31 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value BR
| FY Jun 2026 | $18.7B |
| FY Jun 2025 | $31.2B |
| FY Jun 2024 | $26.3B |
| FY Jun 2023 | $22.7B |
| FY Jun 2022 | $20.3B |
| Jun 2026 | $18.7B |
| Mar 2026 | $21.9B |
| Dec 2025 | $28.9B |
| Sep 2025 | $30.9B |
| Jun 2025 | $31.2B |
| Mar 2025 | $31.5B |
| Dec 2024 | $29.8B |
| Sep 2024 | $28.4B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+6.3%
TTM free cash flow over market value at close 2026-10-27
FCF yield BR
| FY Jun 2026 | +8.1% |
| FY Jun 2025 | +3.9% |
| FY Jun 2024 | +4.3% |
| FY Jun 2023 | +4.0% |
| FY Jun 2022 | +2.5% |
| Jun 2026 | +8.1% |
| Mar 2026 | +6.9% |
| Dec 2025 | +5.3% |
| Sep 2025 | +4.6% |
| Jun 2025 | +3.9% |
| Mar 2025 | +4.0% |
| Dec 2024 | +3.7% |
| Sep 2024 | +3.7% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.52x
P/E over trailing EPS growth of 35%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing BR
| FY Jun 2026 | 0.41x |
| FY Jun 2025 | 1.62x |
| FY Jun 2024 | 3.12x |
| FY Jun 2023 | 1.93x |
| FY Jun 2022 | n/a |
| Jun 2026 | 0.41x |
| Mar 2026 | 0.43x |
| Dec 2025 | 0.60x |
| Sep 2025 | 0.86x |
| Jun 2025 | 1.62x |
| Mar 2025 | 2.70x |
| Dec 2024 | 3.12x |
| Sep 2024 | 13.96x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-06 | 2025-06 | 2024-06 | 2023-06 | |
|---|---|---|---|---|
| Revenue | $7.5B | $6.9B | $6.5B | $6.1B |
| Operating income | $1.3B | $1.2B | $1.0B | $936.4M |
| Net income | $1.1B | $839.5M | $698.1M | $630.6M |
| EPS (diluted) | 9.60 | 7.10 | 5.86 | 5.30 |
| Operating cash flow | $1.3B | $1.2B | $1.1B | $823.3M |
| Cash | $402.9M | $561.5M | $304.4M | $252.3M |
| Long-term debt | $3.3B | $2.8B | $3.4B | $2.2B |
| Buybacks | $603.7M | $134.9M | $485.4M | $24.3M |
| Dividends paid | $443.5M | $402.3M | $368.2M | $331.0M |
SEC XBRL, fiscal years, as known on 2026-10-28
BR Stock Sonar score 6/7 axes
Find similar shapesCompareBR ranks highest on profitability (87th percentile) and institutional and government (61st), and lowest on insider conviction (23rd), among Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
BR filings, in plain words
Are Broadridge Financial Solutions insiders buying or selling BR?
In the 180 days to 2026-10-28, Broadridge Financial Solutions insiders were net sellers, a net $704.3K across purchases and sales reported on Form 4, by 2 sellers.
Have members of Congress traded BR?
Yes. In the year to 2026-10-28, 2 House members disclosed buying BR and 2 House members disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-05-15.
Read the full summary
In the 180 days to 2026-10-28, Broadridge Financial Solutions insiders were net sellers of BR, a net $704.3K across purchases and sales reported on Form 4 by 2 sellers. In the year to 2026-10-28, 2 members of Congress disclosed buying BR and 2 members disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-05-15. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
Explore insider trading and ownership data
Every company we track, ranked by each kind of filing
