BR · Earnings call · 2026Q2T · Full report

Governance Position Growth

BROADRIDGE FINANCIAL SOLUTIONS, INC. · 2026-08-04 · Importance 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 growth was 6%, supported by innovation in passive and active investment strategies. Fourth-quarter equity position growth was 17%, including 14% growth in revenue-generating positions, while fund position growth was 7%. Management expects high-single-digit equity revenue-position growth and mid-single-digit fund growth in the first half of fiscal 2027.

Key facts

• Fourth quarter equity position growth was 17%, including 14% growth in revenue-generating positions.
• Early testing indicates high single-digit equity revenue position growth.
• Early testing indicates mid-single-digit fund position growth.
• CFO: fourth quarter equity record growth for the year was 16% total equity record growth; equity revenue position growth was 12%; fund position growth of 6% (from CEO remarks on governance earlier).
• Broadridge serves 80% of the Fortune 500 today for their registered shares.