Bullish indicating open at $55-$60, IPO prices at $37
NEW YORK - Broadridge Financial Solutions, Inc. (NYSE:BR), a $31 billion market cap company trading near its 52-week high of $269.14, announced Wednesday a strategic partnership and minority investment in Uptiq, an AI platform for financial services. According to InvestingPro data, the company has demonstrated strong financial health with an overall "GREAT" rating.
The integration will incorporate Uptiq’s technology into Broadridge’s Wealth Lending Network (WLN), providing financial advisors and banks with AI applications that automate securities-based lending workflows.
"This strategic partnership helps modernize wealth management, addressing the growing demand for artificial intelligence in financial services," said Mike Alexander, President of Wealth Management at Broadridge.
The Broadridge Wealth Lending Network connects wealth managers, financial advisors, and their clients with lenders that extend securities-based lines of credit. Through the Uptiq integration, financial advisors can more easily source and compare loan options while automating tasks such as referral submission, loan processing, and covenant tracking.
Snehal Fulzele, Founder and CEO of Uptiq, said the platform "surfaces the most relevant loan options, actively guiding advisors so they can focus on serving clients instead of wrestling with process complexities."
Broadridge’s investment will support Uptiq’s growth while advancing their shared vision for transforming wealth lending through AI-powered solutions.
Broadridge Financial Solutions processes over 7 billion communications annually and handles daily average trading of more than $15 trillion in equities and fixed income trades, according to the company’s press release statement. The company has maintained 18 consecutive years of dividend increases, with a current yield of 1.33%. For deeper insights into Broadridge’s financial metrics and growth potential, access the comprehensive Pro Research Report available on InvestingPro, which covers over 1,400 top US stocks.
In other recent news, Broadridge Financial Solutions reported its fourth-quarter 2025 earnings, revealing an adjusted earnings per share (EPS) of $3.55, which slightly surpassed the forecast of $3.50. The company’s revenue aligned with expectations, reaching $2.06 billion. Despite the positive earnings report, the stock experienced a decline in premarket trading. Additionally, Raymond James raised its price target for Broadridge Financial to $276.00 from $257.00, maintaining an Outperform rating. The research firm pointed to improving sales conditions as the fiscal fourth quarter progressed, indicating momentum heading into the new fiscal year. These developments reflect Broadridge’s ongoing financial performance and market outlook.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.