Broadridge Financial Solutions, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report3 of 7 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Broadridge Financial Solutions, Inc.
183.60
No other changes.
No other changes.
Same SIC code · 6
Same SEC industry code: Visa Inc., Mastercard Inc, Uber Technologies, Inc and 3 more; of Broadridge Financial Solutions, Inc.'s 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Visa Inc., Mastercard Inc, Uber Technologies, Inc and 3 more; of Broadridge Financial Solutions, Inc.'s 6 closest co-movers, none share that code.
Annual filing, covered
10-K parsed · Aug 5 '25
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Aug 5 '25
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry worldwide. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and offers ProxyEdge, an electronic proxy delivery and voting solution. It also distributes regulatory reports, class action, and corporate action/reorganization event information, as well as tax reporting solutions; and provides content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund trade processing services. This segment offers data and analytics solutions; solutions for public corporations and mutual funds; financial reporting document composition and management solutions; SEC disclosure and filing services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The company's Global Technology and Operations segment offers desktop productivity tools, data aggregation, performance reporting, portfolio management, order capture and execution, trade confirmation, margin, cash management, clearance and settlement, asset servicing, reference data management, reconciliations, securities financing and collateral optimization, compliance and regulatory reporting, and portfolio accounting and custody-related services. It also provides business process outsourcing services; technology solutions, such as portfolio management, compliance, and operational workflow solutions; and capital market and wealth management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.
Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry worldwide. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and offers ProxyEdge, an electronic proxy delivery and voting solution. It also distributes regulatory reports, class action, and corporate action/reorganization event information, as well as tax reporting solutions; and provides content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund trade processing services. This segment offers data and analytics solutions; solutions for public corporations and mutual funds; financial reporting document composition and management solutions; SEC disclosure and filing services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The company's Global Technology and Operations segment offers desktop productivity tools, data aggregation, performance reporting, portfolio management, order capture and execution, trade confirmation, margin, cash management, clearance and settlement, asset servicing, reference data management, reconciliations, securities financing and collateral optimization, compliance and regulatory reporting, and portfolio accounting and custody-related services. It also provides business process outsourcing services; technology solutions, such as portfolio management, compliance, and operational workflow solutions; and capital market and wealth management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.
Tall tick = annual report · Source: EDGAR
Linked news
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $1.5B | 10.02% | −2.21% |
| Vanguardindex-like | $1.0B | 7.03% | −0.50% |
| Vanguard Portfolioindex-like | $835.4M | 5.68% | −4.15% |
| State Streetindex-like | $787.8M | 5.35% | +3.73% |
| Charles Schwabindex-like | $506.7M | 3.44% | +9.60% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $1.5B | 10.02% | −2.21% |
| Vanguardindex-like | $1.0B | 7.03% | −0.50% |
| Vanguard Portfolioindex-like | $835.4M | 5.68% | −4.15% |
| State Streetindex-like | $787.8M | 5.35% | +3.73% |
| Charles Schwabindex-like | $506.7M | 3.44% | +9.60% |
Bull4
Bear1
Expected move
Inputsspot 184.22exp Nov 20ATM strike 185ATM straddle 14.85IV 45%