Broadridge Financial Solutions Inc banner

Broadridge Financial Solutions Inc
F:5B9

Watchlist Manager
Broadridge Financial Solutions Inc Logo
Broadridge Financial Solutions Inc
F:5B9
Watchlist
Price: 141.7 EUR -1.46% Market Closed
Market Cap: €16.7B

Broadridge Financial Solutions Inc
Investor Relations

Broadridge Financial Solutions helps the plumbing of the financial markets run smoothly. It sells software and processing services that handle things like trade confirmations, settlement, proxy voting, shareholder communications, and other back-office tasks for banks, broker-dealers, asset managers, and public companies. It also works with mutual funds and retirement providers that need to manage large volumes of customer and investor paperwork. The company makes money mainly by charging recurring fees for its technology platforms and processing work, plus transaction-based fees when it handles market activity or communications. That gives it a business model tied to the everyday operations of investing rather than to trading on its own account. Its customers rely on Broadridge because these tasks are required, repetitive, and highly regulated. What makes Broadridge different is that it sits in the middle of important market infrastructure without taking investment risk itself. Instead of trying to pick winners, it helps financial firms, issuers, and fund companies move information, money, and ownership records accurately and on time. That makes it a specialized service provider with a sticky, process-heavy business that is hard for customers to switch away from.

Show more
Loading...
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q4 2026
Call Date
Aug 4, 2026
AI Summary
Q4 2026

Strong year: Broadridge said fiscal 2026 recurring revenue rose 8% in constant currency, adjusted EPS rose 12%, and free cash flow reached $1.2 billion.

Sales momentum: Fourth-quarter closed sales hit a record $158 million, helping full-year closed sales reach $305 million and lifting the backlog to $470 million.

Guidance: For fiscal 2027, management guided to 6% to 8% recurring revenue growth and 8% to 12% adjusted EPS growth, with adjusted operating margin expected to improve to approximately 21%.

AI and tokenization: Management framed AI, digitization and tokenized markets as major long-term growth drivers, and said it expects $25 million of AI-driven productivity gains in fiscal 2027.

Capital returns: The board approved a 12% dividend increase to $4.36 per share and raised the share repurchase authorization to $1.5 billion after a fiscal 2026 record $600 million buyback.

Demand backdrop: Management said the Q4 sales rebound was driven by larger deals closing, stronger pipeline flow, and continued demand for platform-based and innovation-led products.

Key Financials
Recurring revenue
$4.9 billion
Adjusted EPS
$9.60
Adjusted operating income margin
20.5%
Free cash flow
$1.2 billion
Closed sales
$305 million
Backlog
$470 million
Q4 recurring revenue
$1.5 billion
Q4 adjusted EPS
$3.82
Q4 closed sales
$158 million
Q4 adjusted operating income margin
26.9%
Q4 equity position growth
17%
Q4 fund position growth
7%
Q4 trade volumes
15%
Dividends returned
$443 million
Share repurchases
$600 million
AI cost saves
$25 million
DLR volume
$360 billion
Digital assets held
$265 million
Retention rate
98%
Capital spending and software
$113 million
Client onboarding spend
$46 million
Acquisitions
$283 million
Strategic early-stage investments
$57 million
Leverage ratio
1.9x
Earnings Call Recording
Other Earnings Calls

Management

Mr. Timothy C. Gokey
CEO & Director
No Bio Available
Mr. Christopher J. Perry
President
No Bio Available
Ms. Hope M. Jarkowski
Corporate VP & Chief Legal Officer
No Bio Available
Mr. Thomas P. Carey
Corporate VP and President of Global Technology & Operations
No Bio Available
Mr. Richard J. Daly
Executive Chairman
No Bio Available
Ms. Ashima Ghei
Corporate VP & Interim Chief Finance Officer
No Bio Available
Ms. Roz Smith
Chief Operating Officer
No Bio Available
Mr. Tyler Derr
Chief Technology Officer
No Bio Available
Mr. W. Edings Thibault
Head of Investor Relations
No Bio Available
Ms. Laura Matlin
Corporate VP, Deputy General Counsel & Chief Compliance Officer
No Bio Available

Contacts

Address
NEW YORK
Lake Success
5 Dakota Drive
Contacts