Broadridge Financial Solutions, Inc. (BR) earnings on August 4, 2026

BR price around the earnings

168.41

Change: +7.0%

Start of the measured window End of the measured window

157.34 163.78 170.23 176.68 157.34

August 4, 2026

Price: green if it ends above the starting price; red if it ends below
Start of the measured window
End of the measured window
Market open
No trading (market closed)
Starting price

Price series around the event

Prior thesis

Prior outlook: Optimistic Outcome: Accurate

Thesis published: 2026-08-04, 08:44 UTC
Results released: 2026-08-04, 11:01 UTC

Strong expectations, but recent rise cooling

Analysts cite a lot of upside for this stock, and the company has beaten earnings expectations in all recent quarters. However, the recent strong price rise has cooled off, and many retail investors are overly optimistic, which historically can sometimes lead to a pullback.

Context analyzed before publication

Summary: Strong expectations, but recent rise cooling
Playbook: The stock has been performing well relative to the market, but the recent slowdown in price gains suggests some exhaustion. Crowd sentiment is very positive, which historically can increase the chance of a short-term dip.
Trend: Expert scores cooled after a strong run

Analysts

Drivers

Analysts Positive
Analysts cite a 31.2% upside to their average price target of $206, with a generally positive rating.

Evidence

Analyst consensus: Buy
Consensus average (1-5): 2.22
Analysts covering the stock: 8
Average price target: 206.5
Lowest price target: 165
Highest price target: 255
Upside to price target: 31.2%
Quarterly earnings growth: 13.7%
Revenue growth: 7.8%
Forward EPS: 10.42
Trailing EPS: 9.34
Analyst moves in the last 60 days: 0

Strong buy: 3
Buy: 2
Hold: 4
Sell: 0
Strong sell: 0

Strong buy: 3
Buy: 2
Hold: 4
Sell: 0
Strong sell: 0

News and sentiment

Drivers

News & sentiment Negative
Retail investors are almost unanimously optimistic, which can context that the crowd is too one-sided and a reversal might be possible.

Evidence

Sentiment

Sentiment: Constructive
Mention volume: High
Normalized volume: 99%

News

Sources (2)

Raiffeisen Bank International Upgrades To Broadridge's BRx Match Platform To Support Growing Transaction Volumes And ISO 20022 Compliance (opens in a new tab) — Benzinga
Broadridge Reports June Distributed Ledger Repo Volumes Of $7.5T (opens in a new tab) — Benzinga

Technicals

Drivers

Technical Positive
The stock has shown strong relative strength compared to the S&P 500, up 7.66% recently, and a 30-day gain of 9.39% confirms a strong trend.

Evidence

Price when the context was analyzed: 157.44
Average true range (ATR): 3.3%
Distance to 52-week high: -41.1%
14-day change (14d): +5.0%
30-day change (32d): +9.4%
30-day relative strength: +7.7%
SPY change (32d): +1.7%
Nearest support: 157.29
Distance to nearest support: 0.1%
Nearest resistance: 159.13
Distance to nearest resistance: 1.1%
Volume accumulation ratio (14d / 46d): 0.78

Mid: 157.29 (0.1% away, 0.03 ATR, 10 touches)
Mid: 155.56 (1.2% away, 0.37 ATR, 17 touches)
Mid: 154.43 (1.9% away, 0.59 ATR, 11 touches)

Major: 159.13 (1.1% away, 0.33 ATR, 22 touches)
Mid: 160.92 (2.2% away, 0.68 ATR, 14 touches)
Minor: 162.19 (3% away, 0.93 ATR, 1 touches)

Trends

Evidence

Average earnings surprise: +11.0%

April 30, 2026: actual EPS 2.72 vs estimate 2.6 (surprise +4.5%)
February 3, 2026: actual EPS 1.59 vs estimate 1.36 (surprise +16.8%)
November 4, 2025: actual EPS 1.51 vs estimate 1.25 (surprise +21.2%)
August 5, 2025: actual EPS 3.55 vs estimate 3.5 (surprise +1.5%)

Expected move

Drivers

Past earnings Positive
The company has beaten earnings expectations in every recent quarter, with an average surprise of 11%.

Implied move: +2.5%
Source: Options chain

Reactions over its last 20 earnings

Median move: 4.8%
75th percentile move: 6.3%
90th percentile move: 6.7%
Up / down moves: 11 / 9
Average up move: +4.0%
Average down move: -4.5%

Monitoring and close

What Broadridge Financial Solutions, Inc. reported

Status: Finished

Actual EPS	3.82
EPS estimate	3.76
EPS surprise	+1.6%
Revenue	$2,220 million
Revenue estimate	$2,139 million
Revenue surprise	+3.8%

Broadridge reported Q4 earnings and revenues that beat estimates and rose year-over-year, driven by strong recurring revenues, closed sales and GTO profitability.

Sources (12)

Broadridge's Q4 Earnings & Revenues Beat Estimates, Increase Y/Y (opens in a new tab) — Zacks
Compared to Estimates, Broadridge Financial (BR) Q4 Earnings: A Look at Key Metrics (opens in a new tab) — Zacks
Broadridge Financial Solutions (BR) Q4 Earnings and Revenues Top Estimates (opens in a new tab) — Yahoo
Broadridge Financial Solutions, Inc. (BR) Q4 2026 Earnings Call Transcript (opens in a new tab) — SeekingAlpha
Broadridge quarterly profit climbs on investor communications strength (opens in a new tab) — Yahoo
Broadridge (NYSE:BR) Beats Q2 CY2026 Sales Expectations (opens in a new tab) — Yahoo
Broadridge Financial Announces New $1.5B Stock Buyback Program (opens in a new tab) — Benzinga
Broadridge Financial Raising Annual Dividend By 12% To $4.36 Per Share (opens in a new tab) — Benzinga
Broadridge Financial Sees FY2027 Adj EPS $10.37-$10.75 vs $10.41 Est (opens in a new tab) — Benzinga
Broadridge beat expectations in Q4: adjusted earnings of $3.82 per share and sales of $2.220 billion, above forecasts. — Benzinga
Broadridge Financial Soln Q4 Adj. EPS $3.82 Beats $3.76 Estimate, Sales $2.220B Beat $2.139B Estimate (opens in a new tab) — Benzinga
Broadridge Reports Fourth Quarter and Fiscal Year 2026 Results (opens in a new tab) — Yahoo

Pre-market second reading after the results

Verdict: Beat expectations

Heading into the open, results beat expectations on both earnings and revenue, and the price is indicating +2.6% pre-market, a move below the stock's usual reaction (about 5%). The figures confirm the optimistic scenario. Across our market history, in the 1,596 similar cases the close held that direction 75% of the time.

How the stock reacted

Outcome: Accurate
Consolidated: +7.0%
Max favorable move (MFE): 12.3%
Max adverse move (MAE): 0%