DA Davidson maintains Neutral rating on Broadridge Financial stock

Published 29/07/2025, 17:10
DA Davidson maintains Neutral rating on Broadridge Financial stock

Investing.com - DA Davidson has reiterated its Neutral rating and $220.00 price target on Broadridge Financial (NYSE:BR) ahead of the company’s fiscal fourth-quarter earnings report, due August 5. According to InvestingPro data, the stock is currently trading near its 52-week high of $257.65, suggesting it may be slightly overvalued based on Fair Value analysis.

The research firm expects Broadridge to meet or modestly exceed both its forecasts and the consensus estimates for the quarter. With an impressive InvestingPro Financial Health Score of "GREAT" and consistent revenue growth of 5.73% over the last twelve months, DA Davidson anticipates that management will provide initial fiscal 2026 guidance that will align with current market expectations.

For fiscal Q4, DA Davidson forecasts that Broadridge generated 6% year-over-year growth in total revenue to $2.06 billion, matching the consensus estimate. The firm projects recurring fee revenue increased 7% year-over-year to $1.42 billion, representing 69% of total revenue for the period.

Excluding contributions from three small acquisitions completed over the last year, DA Davidson’s forecast represents 5% organic growth in total revenue for Broadridge.

The firm maintained its Neutral rating on Broadridge Financial with the unchanged price target of $220.00.

In other recent news, Broadridge Financial has announced an agreement to acquire Acolin, a European provider of cross-border fund distribution and regulatory services. The acquisition is aimed at creating a pan-European fund distribution network, broadening asset managers’ access to investors and distribution partners. Details of the transaction were not disclosed, and DA Davidson reiterated its Neutral rating on Broadridge Financial, maintaining a price target of $220.00. The research firm does not expect the acquisition to significantly impact its fiscal 2026 forecasts.

Meanwhile, RBC Capital Markets has maintained its Outperform rating for Broadridge Financial, setting a price target of $259.00. This endorsement follows investor meetings with Broadridge’s executives, focusing on the company’s growth sustainability and mergers and acquisitions strategy amidst macroeconomic uncertainty. RBC analysts highlighted Broadridge’s capacity to sustain growth in volatile market conditions and noted the company’s improved financial flexibility. They also observed that the company’s free cash flow conversion has returned to its historical average, indicating strong shareholder value generation potential.

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