Broadridge Financial Solutions (BR) ROE: History & Chart

Broadridge Financial Solutions, Inc.(BR)

Information Technology Services · Lake Success, NY

$163.13-1.18 (-0.72%)

Delayed quote: Sep 18, 2026, 4:00 PM EDT

About Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions, Inc. delivers specialized technology and communication services designed for the financial sector. Its Investor Communication Solutions division is responsible for processing and disseminating proxy materials for equity securities and mutual funds, streamlining associated voting procedures. Furthermore, it circulates vital regulatory disclosures, details on class actions and corporate reorganizations, and comprehensive tax reporting services. Notable offerings include ProxyEdge, an electronic proxy delivery and voting system. The company also provides data-centric solutions and a holistic platform for content creation, management, and multi-channel delivery of regulatory, marketing, and transactional content, alongside mutual fund transaction processing and advanced data analysis tools. This segment offers tailored services for public companies and investment funds, encompassing support for SEC filings and capital market transactions, registrar functions, stock transfer, and meticulous record-keeping. It also develops integrated customer communication strategies, all powered by its Broadridge Communications Cloud platform for creating and managing client engagement. The Global Technology and Operations segment streamlines the entire transaction workflow, from initial order to final settlement, across a wide array of asset classes, such as equities, mutual funds, fixed income instruments, foreign exchange, and exchange-traded derivatives. Its services encompass areas like order capture and execution, trade confirmation, margin management, cash flow, clearance and settlement, reference data, reconciliations, securities financing, collateral management, asset servicing, regulatory compliance, portfolio accounting, and custody. This segment also provides outsourced business operations, sophisticated technological tools covering portfolio management, compliance adherence, fee billing, and overarching operational support, as well as specialized solutions for capital markets and wealth management firms. Established in 1962, the company maintains its headquarters in Lake Success, New York.

Lake Success, NY

16,000 employees

www.broadridge.com

Technology / Information Technology Services

Sector: Technology
Industry: Information Technology Services
CEO: Timothy C. Gokey

View full financials

BR Return on Equity (ROE) Metrics

RETURN ON EQUITY (ROE)

39.58%

RETURN ON EQUITY (ROE) AVG TTM

36.48%

RETURN ON EQUITY (ROE) AVG 3Y

33.77%

RETURN ON EQUITY (ROE) AVG 5Y

32.13%

RETURN ON EQUITY (ROE) AVG 10Y

33.64%

RETURN ON EQUITY (ROE) AVG 15Y

31.58%

RETURN ON EQUITY (ROE) AVG 20Y

30.20%

CURRENT VS TTM AVG

+8.49%

CURRENT VS 3Y AVG

+17.21%

CURRENT VS 5Y AVG

+23.17%

CURRENT VS 10Y AVG

+17.67%

CURRENT VS 15Y AVG

+25.32%

CURRENT VS 20Y AVG

+31.07%

SECTOR MEDIAN · TECHNOLOGY

15.27%

median of 186 covered companies

CURRENT VS SECTOR MEDIAN

+159.11%

vs the sector median at left

NAME	MARKET CAP	RETURN ON EQUITY (ROE)	TTM	3Y	5Y
Broadridge Financial Solutions, Inc. (BR)	$18.87B	39.58%	36.48%	33.77%	32.13%
CDW Corporation (CDW)vs ›	$18.68B	44.24%	43.37%	52.58%	68.53%
Fidelity National Information Services, Inc. (FIS)vs ›	$18.41B	21.03%	6.00%	-21.09%	-13.86%
Unity Software Inc. (U)vs ›	$18.07B	-19.34%	-16.63%	-21.29%	-20.21%
Gen Digital Inc. (GEN)vs ›	$17.36B	39.65%	37.27%	31.32%	-148.86%
Toast, Inc. (TOST)vs ›	$17.25B	23.77%	8.67%	-7.08%	-3.38%
Fair Isaac Corporation (FICO)vs ›	$20.51B	N/A	-45.31%	-49.90%	-80.27%
BE Semiconductor Industries N.V. (BESIY)vs ›	$17.04B	36.90%	33.34%	36.75%	38.04%
MKS Inc. (MKSI)vs ›	$17.03B	14.73%	9.52%	-12.00%	-2.35%
IREN Limited (IREN)vs ›	$16.66B	-16.79%	-6.00%	-17.73%	-7.47%

NAME

MARKET CAP

RETURN ON EQUITY (ROE)

TTM

Broadridge Financial Solutions, Inc. (BR)

$18.87B

39.58%

36.48%

33.77%

32.13%

CDW Corporation (CDW)vs ›

$18.68B

44.24%

43.37%

52.58%

68.53%

Fidelity National Information Services, Inc. (FIS)vs ›

$18.41B

21.03%

6.00%

-21.09%

-13.86%

Unity Software Inc. (U)vs ›

$18.07B

-19.34%

-16.63%

-21.29%

-20.21%

Gen Digital Inc. (GEN)vs ›

$17.36B

39.65%

37.27%

31.32%

-148.86%

Toast, Inc. (TOST)vs ›

$17.25B

23.77%

8.67%

-7.08%

-3.38%

Fair Isaac Corporation (FICO)vs ›

$20.51B

N/A

-45.31%

-49.90%

-80.27%

BE Semiconductor Industries N.V. (BESIY)vs ›

$17.04B

36.90%

33.34%

36.75%

38.04%

MKS Inc. (MKSI)vs ›

$17.03B

14.73%

9.52%

-12.00%

-2.35%

IREN Limited (IREN)vs ›

$16.66B

-16.79%

-6.00%

-17.73%

-7.47%

Return on Equity (ROE) FAQ

What is the return on equity (ROE) for Broadridge Financial Solutions, Inc. (BR)?

The return on equity (ROE) for BR stock is 39.58%.

Is Broadridge Financial Solutions, Inc.'s return on equity (ROE) high or low?

The return on equity (ROE) of 39.58% is 23% above its 5-year average of 32.13%, near the high end of its 5-year range (27.44%–39.58%).

What is the TTM average return on equity (ROE) for Broadridge Financial Solutions, Inc. (BR)?

The TTM average return on equity (ROE) for BR stock is 36.48%.

What is the 3Y average return on equity (ROE) for Broadridge Financial Solutions, Inc. (BR)?

The 3Y average return on equity (ROE) for BR stock is 33.77%.

What is the 5Y average return on equity (ROE) for Broadridge Financial Solutions, Inc. (BR)?

The 5Y average return on equity (ROE) for BR stock is 32.13%.

What is the 10Y average return on equity (ROE) for Broadridge Financial Solutions, Inc. (BR)?

The 10Y average return on equity (ROE) for BR stock is 33.64%.

What is the 15Y average return on equity (ROE) for Broadridge Financial Solutions, Inc. (BR)?

The 15Y average return on equity (ROE) for BR stock is 31.58%.

What is the 20Y average return on equity (ROE) for Broadridge Financial Solutions, Inc. (BR)?

The 20Y average return on equity (ROE) for BR stock is 30.20%.

DATE	RETURN ON EQUITY (ROE)
2026-06-30	39.58%
2026-03-31	39.04%
2025-12-31	37.07%
2025-09-30	35.11%
2025-06-30	31.62%
2025-03-31	35.39%
2024-12-31	34.07%
2024-09-30	31.14%
2024-06-30	32.20%
2024-03-31	30.83%
2023-12-31	33.07%
2023-09-30	31.76%
2023-06-30	28.14%
2023-03-31	27.74%
2022-12-31	29.81%
2022-09-30	27.44%
2022-06-30	28.09%
2022-03-31	30.28%
2021-12-31	30.88%
2021-09-30	31.30%
2021-06-30	30.26%
2021-03-31	32.52%
2020-12-31	36.16%
2020-09-30	33.41%
2020-06-30	34.35%
2020-03-31	34.59%
2019-12-31	37.44%
2019-09-30	40.33%
2019-06-30	42.75%
2019-03-31	39.95%
2018-12-31	39.43%
2018-09-30	36.86%
2018-06-30	39.11%
2018-03-31	35.13%
2017-12-31	34.91%
2017-09-30	33.05%
2017-06-30	32.55%
2017-03-31	32.87%
2016-12-31	30.19%
2016-09-30	29.27%
2016-06-30	29.41%
2016-03-31	33.60%
2015-12-31	31.18%
2015-09-30	31.17%
2015-06-30	30.94%
2015-03-31	29.09%
2014-12-31	26.27%
2014-09-30	25.86%
2014-06-30	27.35%
2014-03-31	28.63%
2013-12-31	29.15%
2013-09-30	28.42%
2013-06-30	25.99%
2013-03-31	20.87%
2012-12-31	17.13%
2012-09-30	15.86%
2012-06-30	14.53%
2012-03-31	19.53%
2011-12-31	21.61%
2011-09-30	21.83%
2011-06-30	21.27%
2011-03-31	22.89%
2010-12-31	21.09%
2010-09-30	24.41%
2010-06-30	23.54%
2010-03-31	23.55%
2009-12-31	25.72%
2009-09-30	24.67%
2009-06-30	24.57%
2009-03-31	25.77%
2008-12-31	25.22%
2008-09-30	24.93%
2008-06-30	25.77%
2008-03-31	30.13%
2007-12-31	33.70%
2007-09-30	36.20%
2007-06-30	37.11%
2007-03-31	46.79%

DATE

RETURN ON EQUITY (ROE)

2026-06-30

39.58%

2026-03-31

39.04%

2025-12-31

37.07%

2025-09-30

35.11%

2025-06-30

31.62%

2025-03-31

35.39%

2024-12-31

34.07%

2024-09-30

31.14%

2024-06-30

32.20%

2024-03-31

30.83%

2023-12-31

33.07%

2023-09-30

31.76%

2023-06-30

28.14%

2023-03-31

27.74%

2022-12-31

29.81%

2022-09-30

27.44%

2022-06-30

28.09%

2022-03-31

30.28%

2021-12-31

30.88%

2021-09-30

31.30%

2021-06-30

30.26%

2021-03-31

32.52%

2020-12-31

36.16%

2020-09-30

33.41%

2020-06-30

34.35%

2020-03-31

34.59%

2019-12-31

37.44%

2019-09-30

40.33%

2019-06-30

42.75%

2019-03-31

39.95%

2018-12-31

39.43%

2018-09-30

36.86%

2018-06-30

39.11%

2018-03-31

35.13%

2017-12-31

34.91%

2017-09-30

33.05%

2017-06-30

32.55%

2017-03-31

32.87%

2016-12-31

30.19%

2016-09-30

29.27%

2016-06-30

29.41%

2016-03-31

33.60%

2015-12-31

31.18%

2015-09-30

31.17%

2015-06-30

30.94%

2015-03-31

29.09%

2014-12-31

26.27%

2014-09-30

25.86%

2014-06-30

27.35%

2014-03-31

28.63%

2013-12-31

29.15%

2013-09-30

28.42%

2013-06-30

25.99%

2013-03-31

20.87%

2012-12-31

17.13%

2012-09-30

15.86%

2012-06-30

14.53%

2012-03-31

19.53%

2011-12-31

21.61%

2011-09-30

21.83%

2011-06-30

21.27%

2011-03-31

22.89%

2010-12-31

21.09%

2010-09-30

24.41%

2010-06-30

23.54%

2010-03-31

23.55%

2009-12-31

25.72%

2009-09-30

24.67%

2009-06-30

24.57%

2009-03-31

25.77%

2008-12-31

25.22%

2008-09-30

24.93%

2008-06-30

25.77%

2008-03-31

30.13%

2007-12-31

33.70%

2007-09-30

36.20%

2007-06-30

37.11%

2007-03-31

46.79%

Return on Equity (ROE): 39.58%

BR Return on Equity (ROE)

BR Average Return on Equity (ROE) Chart

BR Current vs Average Return on Equity (ROE) Chart

BR Return on Equity (ROE) Metrics

BR Competitors' Return on Equity (ROE)

Return Analysis

Return on Equity (ROE) Formula & Definition

Return on Equity (ROE) FAQ

BR Return on Equity (ROE) History

Related Metrics