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DA Davidson lifts Broadridge target to $210 on earnings beat

Published 05/11/2024, 21:28
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On Tuesday, Broadridge Financial (NYSE:BR) saw its price target increased by DA Davidson from $205.00 to $210.00 while the firm maintained a Neutral rating on the stock. The adjustment follows Broadridge's fiscal first-quarter earnings, which, although slightly below DA Davidson's estimates, surpassed consensus expectations on earnings measures.

The company's management updated its 2025 recurring revenue guidance, raising the midpoint by 1% while reaffirming other guidance measures. This update came after Broadridge disclosed its results for the first quarter of fiscal 2025. In response to these results, DA Davidson made minor adjustments to its forecasts for Broadridge, noting that these changes are not significant on an annual basis.

The analyst from DA Davidson remarked on the company's performance, stating, "For the fiscal 1Q, Broadridge reported results that were a bit below our forecasts across the board, though they were above consensus on earnings measures." This comment highlights the mixed nature of the results, with the company's performance not entirely meeting DA Davidson's expectations but still managing to exceed the consensus on earnings.

The firm's decision to maintain a Neutral rating indicates a stance that Broadridge's stock, at its current level, is fairly valued based on the analyst's assessment of the company's financial outlook and market position. The slight increase in the price target to $210 reflects the firm's subtle recalibration of Broadridge's valuation following the first-quarter financial results.

In other recent news, Broadridge Financial Solutions (NYSE:BR) reported a strong fiscal first quarter 2025, with a 4% rise in recurring revenue and a record $57 million in closed sales, marking a 21% increase year-over-year. The company also revealed an adjusted earnings per share (EPS) of $1 and upgraded its recurring revenue guidance for fiscal 2025 to 6%-8%, up from the previously forecasted 5%-7%.

Despite a 170 basis point headwind to revenue growth due to the E-Trade deconversion, Broadridge remains optimistic about achieving its three-year financial objectives, underlining its focus on innovation and long-term growth strategies.

The company also anticipates a strong fiscal year with improved organic growth and positive foreign exchange effects. Furthermore, Broadridge is exploring merger and acquisition opportunities while maintaining a focus on organic growth, with a robust sales pipeline and a backlog of $450 million.

InvestingPro Insights

Broadridge Financial's recent performance and DA Davidson's analysis can be further contextualized with real-time data from InvestingPro. The company's market capitalization stands at $25.52 billion, reflecting its significant presence in the financial technology sector. Broadridge's P/E ratio of 36.68 and its adjusted P/E ratio of 34.17 for the last twelve months as of Q4 2024 suggest that investors are willing to pay a premium for the company's earnings, which aligns with DA Davidson's neutral stance and the slight increase in price target.

InvestingPro Tips highlight Broadridge's financial stability and growth potential. The company has raised its dividend for 17 consecutive years, demonstrating a strong commitment to shareholder returns. This is particularly relevant given the recent earnings report and management's updated guidance. Additionally, Broadridge operates with a moderate level of debt, which provides financial flexibility as it pursues growth opportunities.

It's worth noting that while Broadridge is trading near its 52-week high, which corroborates DA Davidson's cautious outlook, the company has also maintained a high return over the last decade. This long-term performance metric may provide some context for the premium valuation indicated by the P/E ratios.

For investors seeking a more comprehensive analysis, InvestingPro offers 11 additional tips that could provide deeper insights into Broadridge's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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