BR monthly performance report
Monthly BR research: returns, drawdown, relative strength, seasonality, and key stats.
BR monthly report
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Key takeaways
- Broadridge Financial Solutions (BR) closed September 2026 at $168.24, down 7.75% for the month and −32.73% over the trailing 12 months.
- Year-to-date, BR is −24.61%, underperforming the S&P 500 which has returned +11.13% YTD.
- The stock is trading −5.21% versus its 200-day moving average ($177.48), a cautious technical signal.
- Over the past three years, BR has underperformed the S&P 500 by −80.48%, with a relative strength index reading of 52.7.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
Broadridge Financial Solutions ended September 2026 at $168.24, posting a monthly return of −7.75%. The S&P 500 returned −1.20% over the same window, leaving relative performance at −6.55%.
The current quarter stands at +22.85% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −5.21% versus the 200-day moving average ($177.48).
Year-to-date, BR is −24.61% against SPY +11.13%, a gap of −35.75%. The stock is currently −34.21% below its 52-week high, with maximum 3-year drawdown at −49.25%.
| Period | BR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.08% | −0.60% | +0.68% |
| 1 Week | −6.74% | −0.52% | −6.22% |
| 1 Month | −7.75% | −1.20% | −6.55% |
| 3 Months | +11.17% | +2.82% | +8.35% |
| 6 Months | −11.87% | +12.71% | −24.57% |
| YTD | −24.61% | +11.13% | −35.75% |
| 12 Months | −32.73% | +16.19% | −48.93% |
| 3 Years | −10.38% | +70.10% | −80.48% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2026 | +18.47% |
| #2 | Nov 2023 | +13.58% |
| #3 | Jul 2026 | +12.41% |
| #4 | Nov 2024 | +11.93% |
| #5 | Aug 2023 | +10.89% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2026 | −12.58% |
| #2 | Jan 2026 | −11.68% |
| #3 | Jun 2026 | −10.91% |
| #4 | Sep 2026 | −7.75% |
| #5 | Oct 2025 | −7.46% |
| Quarter | Return |
|---|---|
| Q2 2025 | +0.24% |
| Q3 2025 | −2.00% |
| Q4 2025 | −6.30% |
| Q1 2026 | −27.19% |
| Q2 2026 | −15.71% |
| Q3 2026 (QTD) | +22.85% |
| Year | Return |
|---|---|
| 2023 | +53.40% |
| 2024 | +9.89% |
| 2025 | −1.29% |
| 2026 | −24.61% |
| Metric | Value |
|---|---|
| 52-Week High | $255.74 (2025-09-12) |
| 52-Week Low | $133.83 (2026-06-22) |
| Current Price | $168.24 |
| 200-Day Moving Average | $177.48 |
| Price vs 200DMA | −5.21% |
| 3-Year Maximum Drawdown | −49.25% (2026-06-29) |
| Current Drawdown from 52W High | −34.21% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 52.7 |
| 3-Year Excess Return vs S&P 500 | −80.48% |
| RS Peak | 106.3 (Apr 2025) |
| RS Trough | 43.4 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BR's return for this report period?
BR returned −7.75% in the latest monthly window ending 2026-09-10.
Has BR outperformed SPY year to date?
YTD BR: −24.61% vs SPY: +11.13%.
What is BR's 12-month return?
−32.73% over the trailing 12 months.
Is BR above or below its 200-day moving average?
Price is −5.21% versus 200DMA ($177.48).
What is the maximum drawdown in the 3-year window?
−49.25% on 2026-06-29.