Broadridge: The Most Important Dividend-Growth Stock You've Never Heard Of

Bashar Issa
6.28K Followers

Summary

  • BR revenue is predictable, supported by long-term customer contracts and regulatory mandates around its proxy services.
  • BR is a dividend aristocrat that increased distributions every year for the past fourteen years.
  • Dividend stability is enhanced by a low payout ratio, recurring revenue, and free cash flow.

Financial Proxy Vote Ballot Form Document Business Letter

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Investor Thesis

Broadridge (NYSE:BR) plays a critical role in the US financial system, managing voting rights for millions of investors. This task generates 77% of BR's revenue, offering a recurring, predictable income supported by regulatory requirements. The remaining 23% of revenue stems

This article was written by

6.28K Followers
Bashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance from the Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of BR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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