Why I Am Maintaining My Buy Rating For Broadridge Financial

Robert F. Abbott
1.32K Followers
(14min)

Summary

  • Broadridge Financial's strong recurring revenue growth, high margins, and consistent EPS gains support, my continued Buy rating, despite the Quant system's Hold.
  • Quant ratings are highly sensitive to small share price changes, making them more useful for value investors seeking optimal entry points.
  • Broadridge's industry leadership, robust backlog, and sector tailwinds (including AI) position it for continued steady growth and productivity gains.
  • While valuation appears stretched, I believe long-term growth prospects justify buying now rather than waiting for a marginally better price.

Digital Dollar. Technology Concepts

BlackJack3D

Investment thesis

Broadridge Financial Solutions, Inc. (NYSE:BR) is a solid company with a history of delivering higher share prices, capital gains, and dividends. Yet, it received just a Hold rating from Seeking Alpha's Quant system on Tuesday, June 11, 2025:

This article was written by

1.32K Followers
Robert F. Abbott has been investing his family’s accounts since 1995, and in 2010 added options, mainly covered calls and collars with long stocks. He is a freelance writer, and his projects include a website that provides information for new and intermediate-level mutual fund investors. A resident of Airdrie, Alberta, Canada, Robert has earned Bachelor of Arts and Master of Business Administration (MBA) degrees.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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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