BR · Other

BROADRIDGE FINANCIAL SOLUTIONS, INC.

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-08-05

• Tokenized Equity GovernanceImportance 31 · Surprise 42
  Broadridge’s unified governance platform will support shareholder communications and proxy voting for eligible holders of xStocks, a tokenized-equities framework developed by Payward Services. The collaboration…

Earnings call · 2026-08-04

• Fiscal 2027 GuidanceImportance 73 · Surprise 76
  Management guides to fiscal 2027 recurring-revenue growth of 6% to 8% in constant currency and adjusted EPS growth of 8% to 12%. Adjusted operating income margin is expected to reach approximately 21%, supported by…
• Tokenized Market InfrastructureImportance 65 · Surprise 82
  Broadridge is expanding tokenization across governance, capital markets and wealth, including synthetic, custodial and native tokenized-equity models. Its DLR distributed-ledger repo platform processed $360 billion in…
• Capital Return ProgramImportance 64 · Surprise 42
  Broadridge returned more than $1 billion to shareholders in fiscal 2026 through $600 million of share repurchases and $443 million of dividends. The company repurchased a record $600 million, including $250 million in…
• Acquisition / Partnership / DivestitureImportance 58 · Surprise 42
  Broadridge closed four acquisitions for $283 million during fiscal 2026, including CQG, which closed in May and contributed three percentage points to fourth-quarter Capital Markets revenue growth. CQG strengthened…
• Market Demand TrendsImportance 55 · Surprise 56
  Broadridge reported strong demand across governance, capital markets and wealth, with fiscal 2026 closed sales reaching a record $305 million and fourth-quarter closed sales reaching $158 million. Management said the…
• Free Cash Flow and LiquidityImportance 54 · Surprise 40
  Broadridge generated $1.2 billion of fiscal 2026 free cash flow, up 17% year over year, with conversion equal to 110% of adjusted earnings. The increase was driven by higher earnings and working-capital gains. The…
• Revenue Performance and MixImportance 49 · Surprise 32
  Fiscal 2026 recurring revenue increased 8% in constant currency to $4.9 billion, including 6% organic growth, while fourth-quarter recurring revenue rose 8% to $1.5 billion with 7% organic growth. ICS recurring revenue…
• SEC E-Delivery Rule ProposalImportance 47 · Surprise 60
  The SEC issued a proposal that would allow institutions to shift the default for client communications from physical mail to digital. Broadridge expects no financial impact in fiscal 2027 because of the implementation…
• Wealth Platform AdoptionImportance 42 · Surprise 40
  Wealth and Investment Management recurring revenue grew 10% in fiscal 2026, with new momentum in Canada following the SIS acquisition. Aviso was announced as a new Canadian platform client, and Broadridge also won…
• AI Productivity InvestmentImportance 40 · Surprise 42
  Broadridge expects $25 million of AI-driven productivity gains in fiscal 2027, primarily within its technology organization. Management said these savings will largely be reinvested in advancing the product roadmap,…
• Capital Markets Trading DemandImportance 37 · Surprise 32
  Capital Markets revenue growth was supported by demand across front- and back-office solutions, higher equity trading volumes and new sales. The push toward extended-hours trading is increasing demand for real-time…
• Governance Position GrowthImportance 36 · Surprise 40
  Governance recurring revenue growth was driven by new sales and double-digit equity-position growth, with total equity records increasing 16% for the year and equity revenue positions increasing 12%. Fund position…
• Digital Communications AdoptionImportance 36 · Surprise 40
  Broadridge’s digitalization rate for proxy communications is nearing 95%, while fund communications are 80% digital and customer-communications digital revenue has grown more than 10% for four consecutive years. Wealth…
• Products and TechnologyImportance 31 · Surprise 42
  Broadridge is expanding AI-enabled products across its franchises, including the custom policy voting engine, global demand model, OpsGPT, BondGPT and trading algorithms. The company is also using AI to accelerate…
• Interest Rate EnvironmentImportance 24 · Surprise 32
  Lower interest rates created a 40-basis-point headwind to Broadridge’s fiscal 2026 adjusted operating margin through lower float income. In ICS, lower rates were a two-point headwind to organic data-driven fund…
• Geographic Market CommentaryImportance 23 · Surprise 24
  Broadridge saw growing interest from global investors and global retail platforms in proxy-voting capabilities for U.S. equities. Sales in fiscal 2026 included governance wins in Europe and Japan, where proxy voting is…
• Margin DriversImportance 13 · Surprise 6
  Fiscal 2026 adjusted operating income margin increased slightly to 20.5%, despite a 40-basis-point headwind from lower interest rates and higher postage. Fourth-quarter adjusted operating margin declined 10 basis…
• Revenue Concentration RiskImportance 10 · Surprise 6
  Broadridge serves 22 of the 26 primary dealers and 20 fixed-income primary dealers, giving it substantial exposure to major Capital Markets institutions. The company also serves seven of the top 10 equities firms.…

10-K · 2026-08-04

• Capital Return ProgramImportance 89 · Surprise 82
  Cash used in financing activities increased $447.7 million to $1,048.5 million in fiscal 2026 from $600.8 million in fiscal 2025. The increase primarily reflected a $468.9 million increase in purchases of treasury…
• Tokenized Money Market FundsImportance 78 · Surprise 100
  Broadridge generated $16.5 million of digital-asset revenue related to Canton Coins in fiscal 2026, contributing approximately one percentage point of Capital Markets recurring revenue growth. The company also recorded…
• Digital Asset GainsImportance 72 · Surprise 100
  Other non-operating income was $245.2 million in fiscal 2026, compared with $7.1 million of other non-operating expense in fiscal 2025. The change primarily resulted from $227.0 million of non-cash gains on digital…
• Net Income and EPS PerformanceImportance 64 · Surprise 56
  Fiscal 2026 net earnings increased $284.8 million, or 34%, to $1,124.3 million from $839.5 million. Diluted earnings per share increased $2.50, or 35%, to $9.60 from $7.10, while diluted weighted-average shares…
• Supply Chain and Cloud VendorsImportance 64 · Surprise 42
  Brocadridge’s $997.0 million of purchase obligations primarily support its technology infrastructure and include payments to Kyndryl, Inc. under an Amended and Restated IT Services Agreement expiring in fiscal 2032.…
• Acquisitions and PartnershipsImportance 59 · Surprise 60
  Broadridge acquired four businesses in fiscal 2026—CQG, Acolin, iJoin, and Signal—for an aggregate cash purchase price of $300.2 million, or $282.8 million net of cash acquired. Acolin and iJoin contributed to…
• Operating Cash Flow TrendsImportance 54 · Surprise 40
  Net cash provided by operating activities increased $174.3 million to $1,345.6 million in fiscal 2026 from $1,171.3 million in fiscal 2025. The increase was driven by a $284.8 million increase in net earnings and a…
• Headcount / RestructuringImportance 53 · Surprise 82
  Broadridge recorded $13.2 million of restructuring and other related costs in fiscal 2026, compared with $7.4 million in fiscal 2025. The costs consisted of severance and other expenses related to closing substantially…
• Operating Income and MarginsImportance 49 · Surprise 32
  Consolidated operating income increased $112.0 million, or 9%, to $1,300.6 million in fiscal 2026, and operating margin increased from 17.3% to 17.4%. Investor Communication Solutions earnings before income taxes…
• Operating Expense TrendsImportance 49 · Surprise 32
  Total operating expenses increased $475.7 million, or 8%, to $6,176.2 million in fiscal 2026. Cost of revenues increased $348.4 million, primarily because of approximately $176.7 million of higher postage and…
• Liquidity and Debt PositionImportance 49 · Surprise 6
  The Company expects domestic and foreign cash, operating cash flows, and borrowing capacity to fund operating activities, quarterly dividends, debt repayments, and material capital expenditures for at least the next 12…
• Contractual ObligationsImportance 49 · Surprise 6
  Total contractual obligations were $5,276.1 million as of June 30, 2026, including $3,274.7 million of debt, $687.6 million of interest and facility fees, $316.9 million of facility and equipment operating leases, and…
• Income Tax Rate ChangesImportance 45 · Surprise 38
  The effective income tax rate increased 1.5 percentage points to 22.2% in fiscal 2026 from 20.7% in fiscal 2025. The provision for income taxes increased $102.3 million to $321.6 million as pre-tax income increased.…
• Market Demand TrendsImportance 43 · Surprise 32
  Broadridge’s recurring revenues increased 8% in fiscal 2026, with organic growth contributing 7 percentage points in Investor Communication Solutions (ICS) and 4 percentage points in Global Technology and Operations…
• Revenue Performance and MixImportance 37 · Surprise 32
  Investor Communication Solutions recurring revenue increased $230.3 million, or 8%, to $2,962.1 million, led by Regulatory growth of 12%, Issuer growth of 8%, Data-Driven Fund Solutions growth of 4%, and Customer…
• Regulatory Approval MilestonesImportance 37 · Surprise 42
  On July 16, 2026, the SEC proposed Regulation E-Delivery, which would permit—but not require—electronic delivery as the default for disclosures and regulatory materials under the federal securities laws. The proposal…
• Distribution Demand TrendsImportance 31 · Surprise 32
  Distribution revenues increased 9% in fiscal 2026, primarily reflecting approximately $123 million of postage-rate increases and higher volumes. The distribution offering includes physical mailing of proxy materials,…
• Event-Driven Market ActivityImportance 25 · Surprise 32
  Event-driven revenues increased 9% in fiscal 2026, driven by higher equity and other communications activity. Equity proxy contests, special events, corporate actions, mergers and acquisitions, and tender or exchange…

8-K · 2026-08-04

• Capital Return ProgramImportance 89 · Surprise 82
  On August 3, 2026, Broadridge’s Board authorized a new share-repurchase program allowing purchases of up to $1.5 billion of common stock. The authorization replaced the 3.5 million shares remaining under the prior…
• Guidance / OutlookImportance 63 · Surprise 60
  Fiscal 2027 guidance calls for constant-currency recurring-revenue growth of 6% to 8% and adjusted earnings-per-share growth of 8% to 12%. Broadridge expects fiscal 2027 adjusted operating margin of approximately 21%…
• Guidance and OutlookImportance 63 · Surprise 60
  For fiscal year 2027, Broadridge guides to 6–8% recurring revenue growth on a constant-currency basis, approximately 21% adjusted operating income margin, and 8–12% adjusted EPS growth. The company expects free cash…
• Acquisitions and PartnershipsImportance 59 · Surprise 60
  Broadridge’s fiscal 2026 recurring revenue growth included acquisition contributions in Investor Communication Solutions and Global Technology and Operations. The company completed acquisitions including Acolin Group…
• Market Demand TrendsImportance 52 · Surprise 56
  Fiscal 2026 closed sales increased 6% to $305.1 million, while fourth-quarter closed sales rose 39% to $158.3 million. Equity positions grew 16% for the year and equity revenue positions increased 12%, indicating…
• Headcount / RestructuringImportance 49 · Surprise 82
  Broadridge recorded $13.2 million of restructuring and other related costs in fiscal 2026, compared with $7.4 million in fiscal 2025. The costs consisted of severance and other expenses related to closing substantially…
• Products and TechnologyImportance 42 · Surprise 14
  Investor Communication Solutions recurring revenue grew 8% in fiscal 2026, with Regulatory up 12%, Issuer up 8%, Customer communications up 5%, and Data-driven fund solutions up 4%. Global Technology and Operations…
• Operating Income and MarginsImportance 38 · Surprise 22
  Fourth-quarter operating income increased 10% to $546 million, and GAAP operating margin rose to 24.6% from 24.1%. Fiscal 2026 operating income increased 9% to $1,301 million, with GAAP margin improving to 17.4% from…
• FX / Currency HeadwindsImportance 37 · Surprise 32
  Broadridge reported fiscal 2026 recurring revenue growth of 8% on both a reported and constant-currency basis, with a negative 1% foreign-exchange impact at the consolidated level. FX reduced Global Technology and…
• Revenue Performance and MixImportance 36 · Surprise 14
  Fiscal 2026 total revenue increased 9% to $7,477 million from $6,889 million, while recurring revenue rose 8% to $4,878 million. Fourth-quarter total revenue increased 7% to $2,220 million, including recurring revenue…
• Interest Rate EnvironmentImportance 35 · Surprise 48
  Broadridge said the combination of higher distribution revenue and the impact of lower rates on float income reduced fiscal 2026 adjusted operating margins by 40 basis points. Net interest expense declined $23 million…
• Acquisition / Partnership / DivestitureImportance 34 · Surprise 42
  Broadridge attributed fiscal 2026 recurring-revenue growth to acquisitions in ICS and GTO, including Acolin, iJoin, CQG, and Kyndryl’s Securities Industry Services business. ICS data-driven fund solutions growth was…
• Liquidity and Debt PositionImportance 32 · Surprise 22
  Cash and cash equivalents declined to $402.9 million at June 30, 2026 from $561.5 million a year earlier. Long-term debt increased to $3,254.6 million from $2,753.0 million, while the current portion of long-term debt…
• Tokenized Assets and Agentic AIImportance 31 · Surprise 42
  Broadridge stated that it is developing infrastructure for tokenized markets by enabling governance solutions for tokenized assets, integrating tokenized assets into its Wealth and Capital Markets platforms, and…
• Operating Expense TrendsImportance 30 · Surprise 14
  Fourth-quarter ICS operating expenses increased 8%, or $91 million, to $1,201 million. The increase was driven by higher distribution expenses, volume-related expenses, and the impact of acquisitions and investments.…
• Income Tax Rate ChangesImportance 18 · Surprise 14
  The fourth-quarter effective tax rate increased to 23.7% from 20.6%, primarily because discrete tax benefits decreased. Fiscal 2026’s effective tax rate increased to 22.2% from 20.7%. The annual change was driven by…

News · 2026-08-04

• Capital Return ProgramImportance 74 · Surprise 58
  Broadridge raised its annual dividend by 12% to $4.36 per share from $3.90. The company declared a quarterly dividend of $1.09 per share, payable October 5, 2026, to shareholders of record on September 3, 2026. The…
• Guidance and OutlookImportance 73 · Surprise 76
  Broadridge’s fiscal 2027 guidance calls for 6%–8% recurring-revenue growth on a constant-currency basis and 8%–12% adjusted EPS growth. Management cited a record sales pipeline, backlog, digital delivery, AI-enabled…
• Revenue Performance and MixImportance 43 · Surprise 32
  Fiscal 2026 recurring revenue increased 8% to $4,878 million from $4,508 million, with growth unchanged at 8% on a constant-currency basis. Total revenue rose 9% to $7,477 million from $6,889 million for the year.…
• Net Income and EPS PerformanceImportance 40 · Surprise 56
  Fourth-quarter diluted EPS increased 9% to $3.44 from $3.16. Fiscal 2026 diluted EPS rose 35% to $9.60 from $7.10. Fiscal 2026 adjusted EPS increased 12% to $9.60 from $8.55, exceeding the 10% materiality threshold for…
• Operating Income and MarginsImportance 36 · Surprise 40
  Fourth-quarter operating income increased 10% year over year to $546 million from $499 million, lifting reported operating margin to 24.6% from 24.1%. Fiscal 2026 operating income rose 9% to $1,301 million from $1,189…
• Market Demand TrendsImportance 31 · Surprise 32
  Broadridge reported closed sales of $305 million for fiscal 2026, up 6% year over year, while third-party coverage described a record sales pipeline and significant backlog. Demand was reported across governance,…
• AI and Tokenization StrategyImportance 31 · Surprise 42
  Broadridge is positioning its business around digital delivery, agentic AI, and tokenized financial markets. Management described AI investments as a source of productivity gains and highlighted distributed-ledger…