Broadridge Financial Ownership
| BR Stock | USD 240.33 2.42 1.00% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 118 M | Current Value 118 M | Avarage Shares Outstanding 123.4 M | Quarterly Volatility 6.5 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Broadridge |
Broadridge Stock Ownership Analysis
About 92.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.23. Broadridge Financial recorded earning per share (EPS) of 6.39. The entity last dividend was issued on the 13th of March 2025. Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company was founded in 1962 and is headquartered in Lake Success, New York. Broadridge Financial operates under Information Technology Services classification in the United States and is traded on New York Stock Exchange. It employs 14300 people. For more info on Broadridge Financial Solutions please contact Adam Esq at 516 472 5400 or go to https://www.broadridge.com.Besides selling stocks to institutional investors, Broadridge Financial also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Broadridge Financial's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Broadridge Financial's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Broadridge Financial Quarterly Liabilities And Stockholders Equity |
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Broadridge Financial Insider Trades History
Only 1.16% of Broadridge Financial Solutions are currently held by insiders. Unlike Broadridge Financial's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Broadridge Financial's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Broadridge Financial's insider trades
Broadridge Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Broadridge Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Broadridge Financial Solutions backward and forwards among themselves. Broadridge Financial's institutional investor refers to the entity that pools money to purchase Broadridge Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Barclays Plc | 2024-09-30 | 1.6 M | Mitsubishi Ufj Asset Management Co.,ltd | 2024-09-30 | 1.6 M | Stifel Financial Corp | 2024-09-30 | 1.6 M | Amvescap Plc. | 2024-09-30 | 1.4 M | Northern Trust Corp | 2024-09-30 | 1.3 M | Wells Fargo & Co | 2024-09-30 | 1.2 M | Bahl & Gaynor Inc. | 2024-12-31 | 1.1 M | Veritas Investment Partners (uk) Ltd. | 2024-12-31 | 1.1 M | Legal & General Group Plc | 2024-09-30 | 1.1 M | Vanguard Group Inc | 2024-09-30 | 14.2 M | Blackrock Inc | 2024-09-30 | 10.3 M |
Broadridge Financial Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Broadridge Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Broadridge Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Broadridge Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Broadridge Financial's latest congressional trading
Congressional trading in companies like Broadridge Financial, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Broadridge Financial by those in governmental positions are based on the same information available to the general public.
| 2025-01-15 | Representative Rick Larsen | Acquired Under $15K | Verify |
Broadridge Financial Outstanding Bonds
Broadridge Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Broadridge Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Broadridge bonds can be classified according to their maturity, which is the date when Broadridge Financial Solutions has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| BNL 26 15 SEP 31 Corp BondUS11135EAA29 | View | |
| US11135RAA32 Corp BondUS11135RAA32 | View | |
| BROADCOM P BROADCOM Corp BondUS11134LAH24 | View | |
| BROADRIDGE FINANCIAL SOLUTIONS Corp BondUS11133TAE38 | View | |
| BROADCOM P BROADCOM Corp BondUS11134LAR06 | View | |
| BROADRIDGE FINANCIAL SOLUTIONS Corp BondUS11133TAD54 | View | |
| BROADRIDGE FINL SOLUTIONS Corp BondUS11133TAC71 | View | |
| BROADCOM INC 144A Corp BondUS11135FBH38 | View |
Broadridge Financial Corporate Filings
8K | 10th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 6th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 2nd of October 2024 Other Reports | ViewVerify |
Pair Trading with Broadridge Financial
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Broadridge Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Broadridge Financial will appreciate offsetting losses from the drop in the long position's value.Moving together with Broadridge Stock
| 0.8 | G | Genpact Limited | PairCorr |
| 0.61 | FA | First Advantage Corp | PairCorr |
| 0.68 | KC | Kingsoft Cloud Holdings Upward Rally | PairCorr |
Moving against Broadridge Stock
| 0.56 | DLHC | DLH Holdings Corp | PairCorr |
| 0.39 | DLX | Deluxe | PairCorr |
| 0.38 | WLDN | Willdan Group | PairCorr |
| 0.35 | EEFT | Euronet Worldwide | PairCorr |
| 0.31 | VCIG | VCI Global Limited | PairCorr |
The ability to find closely correlated positions to Broadridge Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Broadridge Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Broadridge Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Broadridge Financial Solutions to buy it.
The correlation of Broadridge Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Broadridge Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Broadridge Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Broadridge Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Broadridge Stock Analysis
When running Broadridge Financial's price analysis, check to measure Broadridge Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Broadridge Financial is operating at the current time. Most of Broadridge Financial's value examination focuses on studying past and present price action to predict the probability of Broadridge Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Broadridge Financial's price. Additionally, you may evaluate how the addition of Broadridge Financial to your portfolios can decrease your overall portfolio volatility.