$BR
*Broadridge Financial Solutions (BR) -0.69% at $149.01, fintech infrastructure for capital markets & investor comms.*
Price: *$149.01* | 52-week range: *$139.79-$271.91* | Market cap: *∼$17.4B*
📉 *Move*: -0.69% today, -33% YTD. Down -45% from Aug 2025 high $271.91. Base-building 6.6% above May low $139.79.
🏷️ *Catalyst*:
1. *Q3 FY2026 beat*: EPS $2.72 vs $2.63 est, +11% YoY. Revenue $1.95B, +7.8% YoY. Recurring revenue +6% constant currency.
2. *Guidance raised*: FY26 recurring revenue now "at or above 7%" and Adjusted EPS growth 10-12%.
3. *DLR momentum*: Distributed Ledger Repo averaged $362B daily in May, $7.2T total volume, +220% YoY. Leading tokenized settlement.
⚠️ *Financials*: P/E 16.1x, ROE 40.1%, net margin 15.0%. Debt/equity 0.97. Dividend $3.90 = 2.6% yield, 18 yrs of hikes, 41.8% payout.
$BR
#USCPISurgesToThreeYearHighOf4.2% #USMayCoreInflationBelowForecast #OilVolatilityReturnsToPreIranWarLevels #BOJGovUedaHospitalizedMissesNextMeeting