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Added to YB: 2026-08-19

Pitch date: 2026-07-21

BR [neutral]

Broadridge Financial Solutions, Inc.

Author Info

No bio for this author

Company Info

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally.

Market Cap

$19.5B

Pitch Price

N/A

Price Target

N/A

Dividend

2.55%

EV/EBITDA

12.01

P/E

17.81

EV/Sales

3.02

Sector

Professional Services

Category

value

Show full summary:
SouthernSun AM SMID Cap Composite Portfolio Holding: Broadridge Financial Solutions, Inc.

BR (holding update): Leading US proxy voting/fixed-income processor. Q2 laggard despite 7% recurring rev growth, 11% adj EPS growth, raised FY guidance. Sold off on overstated AI/tokenization fears + closed-sales cut (timing not demand). 1.7x net debt/EBITDA, 15x FY26 adj EPS.

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