BR · Earnings call · 2026Q2T · Full report

Capital Return Program

BROADRIDGE FINANCIAL SOLUTIONS, INC. · 2026-08-04 · Importance 64 · Surprise 42 · In source text

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 the fourth quarter, and returned just under $9 per share through dividends and buybacks. The board approved a 12% increase in the annual dividend to $4.36 per share, marking the 20th consecutive year of annual dividend increases. The board also increased the share repurchase authorization to $1.5 billion, and management expects continued healthy buyback activity in fiscal 2027 while preserving flexibility for strategic M&A.

Key facts

Board increased share repurchase authorization to $1.5 billion.
Last night the Board approved a 12% increase in the dividend.
Board approved annual dividend amount of $4.36 per share, a 12% increase, marking the 14th double-digit increase in the last 15 years.
Broadridge returned over $1 billion to shareholders in fiscal '26 in the form of dividend and a record $600 million in buybacks.
Repurchased a record $600 million in fiscal '26, including $250 million in the fourth quarter.
Deployed $443 million for dividends in fiscal '26 and returned just under $9 a share to shareholders via dividends and buybacks.
Broadridge has raised its annual dividend in each of the 20 years that it has been a public company.

Impact estimates

metric	direction	stage	expected	basis
cash	negative	committed	—	Board increased share repurchase authorization to $1.5 billion.
liability	negative	committed	—	Last night the Board approved a 12% increase in the dividend.
liability	negative	committed	—	Board approved annual dividend amount of $4.36 per share, a 12% increase, marking the 14th double-digit increase in the last 15 years.
cash	negative	realized	—	Repurchased a record $600 million in fiscal '26, including $250 million in the fourth quarter.
cash	negative	realized	—	Deployed $443 million for dividends in fiscal '26 and returned just under $9 a share to shareholders via dividends and buybacks.