Broadridge Financial Solutions, Inc. (BR) Total Return:-40.97%(TTM)
Over the latest trailing 12-month period, Broadridge Financial Solutions, Inc. (BR)'s total return cagr is -40.97%. The comparable SPY value is +26.75%. Year-to-date total return is -37.59%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BR
$100,673
(10.1x return)
Invested on Mar 22, 2007
Growth of $10,000 in SPY (S&P 500)
$74,856
(7.5x return)
Invested on Mar 22, 2007
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
-37.6%
1-Year Total Return
-41.0%
Current Dividend Yield
2.83%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (42.2%) | (41.0%) | +1.2% |
| 3 Years | (5.0%) | (3.4%) | +1.7% |
| 5 Years | (2.8%) | (1.0%) | +1.7% |
| 10 Years | +8.1% | +9.9% | +1.9% |
| 15 Years | +12.7% | +15.0% | +2.3% |
| 20 Years | — | — | — |
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.
- Sector
- Technology
- Industry
- Information Technology Services
- CEO
- Timothy C. Gokey