Broadridge Financial stock steady as DA Davidson maintains Neutral rating

Published 03/07/2025, 15:14
Broadridge Financial stock steady as DA Davidson maintains Neutral rating

Investing.com - DA Davidson has reiterated its Neutral rating and $220.00 price target on Broadridge Financial (NYSE:BR), currently valued at $28.17 billion by market cap, following the company’s announcement of its acquisition of Acolin, a European provider of cross-border fund distribution and regulatory services. According to InvestingPro data, Broadridge has demonstrated solid financial performance with a 5.73% revenue growth in the last twelve months.

Broadridge Financial revealed it will acquire Zurich-based Acolin, which provides specialized distribution support to over 350 clients and connects more than 3,000 distributors across 30+ countries. Financial details of the transaction were not disclosed, and DA Davidson does not expect the deal to materially impact its fiscal 2026 forecasts.

The acquisition will complement Broadridge’s existing fund reporting and analytics capabilities. Acolin enables asset managers to access multiple platforms and distributors in regional European markets while centrally managing distributor data, contracts, commissions, and compliance requirements.

Broadridge concluded its fiscal third quarter ending March with $0.32 billion in cash and $3.43 billion in debt, representing a net leverage ratio of approximately 2.0 times trailing adjusted EBITDA. InvestingPro analysis indicates the company operates with a moderate level of debt, maintaining a Debt/Equity ratio of 1.53. Since spinning off from ADP in 2007, Broadridge has completed nearly 50 acquisitions to augment organic growth and acquire complementary technologies. For deeper insights into Broadridge’s financial health and growth prospects, investors can access the comprehensive Pro Research Report, available exclusively on InvestingPro.

DA Davidson maintained its $220 price target, representing an enterprise value of 15-16 times its calendar 2026 adjusted EBITDA forecast of $1.90 billion, which aligns with the company’s average multiple on forward EBITDA of 15 times over the past decade. Currently trading at a P/E ratio of 35.42x, InvestingPro’s Fair Value analysis suggests the stock is slightly overvalued at current levels.

In other recent news, Broadridge Financial Solutions reported its third-quarter 2025 earnings, revealing an adjusted earnings per share (EPS) of $2.44, slightly surpassing the forecasted $2.41. However, the company’s revenue of $1.81 billion fell short of the anticipated $1.85 billion. Additionally, Broadridge announced plans to acquire Acolin, a European fund distribution service provider, to expand its services across Europe. The acquisition is expected to close in the first half of Broadridge’s 2026 fiscal year, pending regulatory approval, and is not anticipated to materially impact financial results.

Furthermore, RBC Capital Markets maintained its Outperform rating on Broadridge, with a price target of $259, citing the company’s resilience in uncertain market conditions and successful launch of a new Wealth Management platform. Needham initiated coverage on Broadridge with a Buy rating and set a price target of $300, highlighting the company’s comprehensive product suite and shareholder-friendly capital allocation strategy. These ratings reflect confidence in Broadridge’s strategic direction and future performance.

Broadridge also revised its full-year closed sales guidance to between $240 million and $300 million, citing elongated closing processes. Despite these challenges, the company remains optimistic about future demand for its cost reduction and operational simplification solutions. Analysts and investors will closely monitor Broadridge’s strategic initiatives and market positioning in the coming months.

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