Traphagen Investment Advisors 13F: New $223K Stake in BR

Traphagen Investment Advisors established a new stake in Broadridge Financial Solutions, Inc. BR according to a Form 13F filed with the SEC on October 14, 2026. Because 13F filings are backward-looking, this report reflects holdings as of the end of the reporting period and may not represent the investor's current position today.

Inside Traphagen Investment Advisors's Broadridge Financial Solutions, Inc. Trade

In its filing, Traphagen Investment Advisors reported a brand-new position in the technology services provider. The firm bought 1,387 shares, bringing its total ownership to 1,387 shares with a reported value of $223,443.

Other Institutional Activity in Broadridge Financial Solutions, Inc.

Other large money managers also adjusted their holdings in Broadridge Financial Solutions, Inc. during the period. Blackrock Inc. reduced its holdings by 243,226 shares, ending with 10,762,454 shares worth about $1.88 billion. Vanguard Capital Management LLC trimmed its stake by 37,963 shares to finish with 7,554,630 shares valued at approximately $1.32 billion. Vanguard Portfolio Management LLC lowered its position by 264,108 shares, leaving it with 6,099,941 shares worth about $1.07 billion. Meanwhile, State Street Corporation grew its holdings by 205,446 shares, ending with 5,713,387 shares worth roughly $1.00 billion. Charles Schwab Investment Management, Inc. boosted its stake by 324,070 shares, concluding the period with 3,699,796 shares valued at about $647.9 million.

Broadridge Financial Solutions, Inc. Stock Down 1.0%

Shares of Broadridge Financial Solutions, Inc. recently traded around $172.29. The stock sits above its 50-day moving average of $169.83 and just above its 200-day moving average of $168.30. Even with these gains, the stock remains well below its 52-week high of $236.02 while trading comfortably above its 52-week low of $133.83.

Recent Earnings

Broadridge Financial Solutions, Inc. reported $7.48 billion in trailing-twelve-month revenue alongside an earnings per share of $9.60. The company generated a net profit margin of 15.0% and a return on equity of 40.9%. Its next earnings update is scheduled for November 3, 2026.

Dividend

The company pays an annual dividend rate of $4.36 per share, which translates to a dividend yield of 2.5%. Broadridge devotes 40.6% of its earnings to cover these payouts.

Insider Buying and Selling at Broadridge Financial Solutions, Inc.

Thomas Patrick Carey, an officer at Broadridge Financial Solutions, Inc., sold 2,501 shares on October 1, 2026, at an average price of $159.76, bringing the total transaction value to $399,560. Insider sales do not automatically signal a negative outlook on the business.

Analysts Set New Price Targets

On August 5, 2026, RBC Capital maintained its Outperform rating on the stock while raising its price target from $200.00 to $225.00. Morgan Stanley maintained an Equal-Weight rating on August 6, 2026, lifting its target from $169.00 to $176.00. Later, on August 31, 2026, RBC Capital reiterated its Outperform rating and pushed its target to $226.00. Overall, the stock carries a consensus buy recommendation from analysts, with a mean price target of $213.38 across 8 analysts.

About Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions, Inc. delivers technology solutions and investor communications for financial institutions worldwide. The company handles proxy distribution, regulatory compliance mailings, and data infrastructure for banks, broker-dealers, and mutual funds. Institutional interest from firms like Traphagen reflects ongoing attention to the company's established footprint in financial technology.

Bottom Line

Investors tracking Broadridge Financial Solutions, Inc. will want to watch the upcoming earnings release on November 3, 2026, for updates on revenue growth and profit margins. Institutional reports like this 13F filing provide a snapshot of past portfolio adjustments rather than current trading activity.