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DLX is the operating system for tokenized finance, combining multi-chain enablement, a programmable smart contract composer, 24/7 transaction capabilities, integrated distribution, and institutional-grade workflow orchestration across traditional and on-chain markets

, /PRNewswire/ -- Broadridge (NYSE: BR) today announced the launch of DLX, a fully integrated, end-to-end tokenization and digital asset infrastructure platform that enables financial institutions to operate across tokenized and traditional markets through a connected operating layer for on-chain and off-chain activity. Launching with capabilities to connect to the DTCC Tokenization Service via Canton and other networks, with broader use cases to be announced in due course.

"Tokenization is increasingly becoming the foundation of more programmable, connected and always-on financial markets," said Horacio Barakat, Global Head of Digital Innovation. "DLX gives market participants an accelerated pathway to operating on chain without sacrificing the controls, connectivity, and operating models they rely on today."

Building on Broadridge's established Distributed Ledger Repo (DLR) capability for collateral mobility and securities financing, which processes more than $350 billion in daily activity across thousands of transactions, DLX extends Broadridge's tokenization infrastructure into a broader, multi-asset platform for issuance, trading, settlement, servicing, custody, governance, and distribution. By connecting tokenized workflows and a growing partner network with established market systems, DLX helps firms reduce the complexity of operating on chain, supporting asset classes including bonds, equities, funds, private markets, and money market instruments within a single, consistent framework for tokenization, governance, and operations.

Market Infrastructure for Tokenized Markets

DLX supports the full lifecycle of tokenized assets through a modular, multi-chain architecture enabling participants to issue and distribute their own tokens and participate in markets for tokens issued by others.

Issuers can mint, issue, service, transact in, and distribute tokenized financial instruments. Banks and broker dealers can connect issuance, trading, transaction orchestration, settlement, servicing, custody, and market infrastructure workflows. Asset managers can tokenize and issue funds and investment products on-chain, automate lifecycle processes, and connect with institutional, intermediary, and wealth management distribution channels. Institutional investors can access and transact in eligible tokenized products, including tokenized funds, equities, fixed income instruments, and other financial assets. Wealth management firms can integrate access to eligible tokenized products and on-chain market capabilities into existing advisory, platform, and client service models. By connecting issuers, investors, intermediaries, asset managers, and wealth distribution channels through a common platform, DLX is designed to reduce fragmentation across the tokenized asset lifecycle and expand access to new distribution models.

Institutional Orchestration Across On-chain and Traditional Markets

At the center of DLX is an institutional orchestration layer that brings together tokenization, smart contract services, trading and execution workflows, settlement, books and records, custody, wallet infrastructure, and connectivity across digital asset markets, payment rails, compliance providers, custodians, and distribution channels. This allows firms to integrate tokenized asset activity into existing operating models without having to manage the complexity of fragmented on-chain infrastructure themselves.

DLX supports self-custody, third-party custody, and hybrid custody models, enabling clients to determine how assets are held and administered based on their business strategy, risk framework, and regulatory requirements.

Built on a Proven Foundation

DLX builds on Broadridge's experience operating DLR at institutional scale. As Broadridge's proven at-scale capability for collateral mobility and securities financing, DLR demonstrates how distributed ledger technology can support high-value institutional market activity in production.

DLX extends that proven foundation beyond a single market use case into a broader modular platform for tokenization, trading, settlement, servicing, governance, custody, and distribution.

About Broadridge's Tokenization Solutions

Broadridge enables on-chain proxy voting and governance, digital asset infrastructure including post trade, wallets and custody, and the scaling of digital asset capabilities across multiple asset classes. Broadridge's governance platform serves all models of tokenized securities, including issuer-listed models, synthetic securities issued outside the United States, and third-party tokenized shares within the United States, helping ensure investors receive the same rights and protections regardless of how assets are structured or owned.

DLX is Broadridge's tokenization platform, designed to help financial institutions operate across the lifecycle of tokenized securities. It brings together solutions spanning issuance, trading, financing, settlement and servicing, including its Distributed Ledger Repo (DLR) solution, the world's largest institutional platform for settling tokenized real assets, tokenizing over $351 billion a day. DLR supports repo transactions, intraday repo activity, collateral movements, settlement and servicing needs through established scale, critical market knowledge and technology designed for real-world market operations. As tokenization gains momentum across financial services, Broadridge is abstracting away the complexity and enabling a unified experience across traditional and digital assets.

About Broadridge

Broadridge (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.

Our technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries. For more information about us, please visit www.broadridge.com.

For more information about us, please visit www.broadridge.com.

Broadridge Contacts:

Investors:
[email protected]

Media:
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SOURCE Broadridge Financial Solutions, Inc.

Ancora Advisors LLC grew its position in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 358.1% in the second quarter, according to its most recent filing with the SEC. The fund owned 4,054 shares of the business services provider’s stock after acquiring an additional 3,169 shares during the period. Ancora Advisors LLC’s holdings in Broadridge Financial Solutions were worth $555,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of BR. Brighton Jones LLC bought a new stake in Broadridge Financial Solutions during the 4th quarter worth approximately $580,000. Empowered Funds LLC increased its holdings in Broadridge Financial Solutions by 41.5% in the first quarter. Empowered Funds LLC now owns 3,957 shares of the business services provider’s stock valued at $959,000 after purchasing an additional 1,160 shares during the period. Woodline Partners LP raised its position in Broadridge Financial Solutions by 6.9% during the 1st quarter. Woodline Partners LP now owns 9,886 shares of the business services provider’s stock worth $2,397,000 after purchasing an additional 635 shares during the last quarter. Acadian Asset Management LLC raised its position in Broadridge Financial Solutions by 480.8% during the 1st quarter. Acadian Asset Management LLC now owns 2,544 shares of the business services provider’s stock worth $616,000 after purchasing an additional 2,106 shares during the last quarter. Finally, Cerity Partners LLC lifted its holdings in Broadridge Financial Solutions by 8.5% during the 2nd quarter. Cerity Partners LLC now owns 25,523 shares of the business services provider’s stock worth $6,203,000 after buying an additional 2,004 shares during the period. Institutional investors and hedge funds own 90.03% of the company’s stock.

Broadridge Financial Solutions Stock Performance Shares of BR opened at $179.04 on Friday. The company has a current ratio of 1.24, a quick ratio of 1.24 and a debt-to-equity ratio of 1.15. The firm’s fifty day simple moving average is $160.47 and its two-hundred day simple moving average is $160.43. Broadridge Financial Solutions, Inc. has a 12 month low of $133.83 and a 12 month high of $255.74. The stock has a market capitalization of $20.41 billion, a P/E ratio of 18.61 and a beta of 0.90.

Broadridge Financial Solutions (NYSE:BR – Get Free Report) last announced its quarterly earnings data on Tuesday, August 4th. The business services provider reported $3.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.76 by $0.06. Broadridge Financial Solutions had a return on equity of 40.25% and a net margin of 15.04%.The company had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.17 billion. During the same period in the previous year, the business earned $3.55 EPS. The firm’s revenue was up 7.5% compared to the same quarter last year. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. As a group, analysts predict that Broadridge Financial Solutions, Inc. will post 10.54 EPS for the current year. Broadridge Financial Solutions Increases Dividend The business also recently announced a quarterly dividend, which will be paid on Monday, October 5th. Investors of record on Thursday, September 3rd will be given a dividend of $1.09 per share. This represents a $4.36 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Thursday, September 3rd. This is a boost from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. Broadridge Financial Solutions’s dividend payout ratio is presently 40.54%.

Wall Street Analysts Forecast Growth BR has been the topic of a number of analyst reports. Royal Bank Of Canada upped their price target on Broadridge Financial Solutions from $225.00 to $226.00 and gave the company an “outperform” rating in a research report on Monday. Weiss Ratings restated a “hold (c-)” rating on shares of Broadridge Financial Solutions in a research report on Friday, August 7th. Morgan Stanley lifted their price objective on Broadridge Financial Solutions from $169.00 to $176.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 6th. Finally, UBS Group reiterated a “neutral” rating and issued a $180.00 target price on shares of Broadridge Financial Solutions in a report on Monday, August 17th. Four research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $216.00.

Read Our Latest Stock Report on Broadridge Financial Solutions

Broadridge Financial Solutions Company Profile (Free Report)

Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.

Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.

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Focus List Spotlight: Broadridge Financial Solutions (BR - Free Report) Based in Lake Success, NY, Broadridge Financial Solutions, Inc. is a global financial technology company that offers investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers. The company is a leading producer and distributor of documents widely used in the financial industry, including proxies, annual reports, prospectuses and trade confirmations.

BR, a #3 (Hold) stock, was added to the Focus List on August 29, 2017 at $76.91 per share. Since then, shares have increased 134.55% to $180.39.

For fiscal 2027, two analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.07 to $10.54. BR boasts an average earnings surprise of 12.7%.

Earnings for BR are forecasted to see growth of 9.8% for the current fiscal year as well.

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Bank of New York Mellon Corp bought a new position in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 742,884 shares of the business services provider’s stock, valued at approximately $101,738,000. Bank of New York Mellon Corp owned about 0.64% of Broadridge Financial Solutions at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in BR. Reflection Asset Management purchased a new stake in Broadridge Financial Solutions in the fourth quarter valued at approximately $25,000. Nemes Rush Group LLC purchased a new position in Broadridge Financial Solutions during the 4th quarter worth approximately $27,000. Prosperity Bancshares Inc acquired a new stake in Broadridge Financial Solutions during the 4th quarter valued at approximately $28,000. Evolution Wealth Management Inc. acquired a new stake in Broadridge Financial Solutions during the 1st quarter valued at approximately $36,000. Finally, DV Equities LLC purchased a new stake in shares of Broadridge Financial Solutions in the 4th quarter valued at $37,000. Institutional investors and hedge funds own 90.03% of the company’s stock.

Analysts Set New Price Targets Several analysts recently commented on the company. Royal Bank Of Canada raised their target price on Broadridge Financial Solutions from $200.00 to $225.00 and gave the stock an “outperform” rating in a report on Wednesday, August 5th. Weiss Ratings reissued a “hold (c-)” rating on shares of Broadridge Financial Solutions in a report on Friday, August 7th. Needham & Company LLC lowered their price objective on Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating on the stock in a research report on Friday, May 1st. DA Davidson lowered their price target on shares of Broadridge Financial Solutions from $228.00 to $214.00 and set a “buy” rating on the stock in a report on Tuesday, May 5th. Finally, Morgan Stanley raised their target price on Broadridge Financial Solutions from $169.00 to $176.00 and gave the company an “equal weight” rating in a research report on Thursday, August 6th. Four research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $215.86.

View Our Latest Analysis on Broadridge Financial Solutions Insider Activity In other news, insider Hope M. Jarkowski sold 1,966 shares of the stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $155.00, for a total value of $304,730.00. Following the completion of the sale, the insider directly owned 1 shares in the company, valued at $155. This represents a 99.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 1.10% of the stock is owned by insiders.

Broadridge Financial Solutions Price Performance NYSE:BR opened at $185.61 on Tuesday. The stock has a 50 day moving average of $153.56 and a two-hundred day moving average of $160.27. Broadridge Financial Solutions, Inc. has a 12 month low of $133.83 and a 12 month high of $263.00. The firm has a market cap of $21.16 billion, a P/E ratio of 19.29 and a beta of 0.87. The company has a current ratio of 1.24, a quick ratio of 1.24 and a debt-to-equity ratio of 1.15.

Broadridge Financial Solutions (NYSE:BR – Get Free Report) last released its earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share for the quarter, beating the consensus estimate of $3.76 by $0.06. The business had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.17 billion. Broadridge Financial Solutions had a return on equity of 40.25% and a net margin of 15.04%.The business’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same quarter last year, the business posted $3.55 earnings per share. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. On average, analysts expect that Broadridge Financial Solutions, Inc. will post 10.54 earnings per share for the current fiscal year.

Broadridge Financial Solutions Increases Dividend The firm also recently announced a quarterly dividend, which will be paid on Monday, October 5th. Stockholders of record on Thursday, September 3rd will be issued a dividend of $1.09 per share. The ex-dividend date of this dividend is Thursday, September 3rd. This is a positive change from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. This represents a $4.36 dividend on an annualized basis and a dividend yield of 2.3%. Broadridge Financial Solutions’s payout ratio is currently 40.54%.

(Free Report)

Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.

Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.

Recommended Stories Five stocks we like better than Broadridge Financial Solutions Visa Just Put Hims & Hers in the Penalty Box—Here’s Why It Matters Treasury Yields Are Surging Again: 3 Stocks That Could Feel the Pain Snowflake Could Be Headed for New Highs Despite Insider Selling MongoDB Is Surging—And the Next Catalyst Is Almost Here Want to see what other hedge funds are holding BR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report).

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B. Metzler seel. Sohn & Co. AG bought a new stake in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 53,832 shares of the business services provider’s stock, valued at approximately $7,372,000.

Several other hedge funds have also recently added to or reduced their stakes in BR. Mystic Asset Management Inc. purchased a new position in shares of Broadridge Financial Solutions during the 2nd quarter valued at about $225,000. PCM Encore LLC purchased a new stake in Broadridge Financial Solutions in the second quarter worth approximately $204,000. Vise Technologies Inc. bought a new position in Broadridge Financial Solutions during the second quarter valued at approximately $954,000. Edmond DE Rothschild Holding S.A. purchased a new position in shares of Broadridge Financial Solutions during the second quarter worth approximately $121,000. Finally, Abacus FCF Advisors LLC bought a new stake in shares of Broadridge Financial Solutions in the 2nd quarter worth approximately $5,461,000. Institutional investors own 90.03% of the company’s stock.

Wall Street Analysts Forecast Growth
Several analysts have issued reports on BR shares. UBS Group restated a “neutral” rating and set a $180.00 price target on shares of Broadridge Financial Solutions in a research report on Monday. Royal Bank Of Canada increased their target price on Broadridge Financial Solutions from $200.00 to $225.00 and gave the company an “outperform” rating in a report on Wednesday, August 5th. DA Davidson reduced their price target on Broadridge Financial Solutions from $228.00 to $214.00 and set a “buy” rating on the stock in a research report on Tuesday, May 5th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Broadridge Financial Solutions in a research note on Friday, August 7th. Finally, Needham & Company LLC lowered their price objective on Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating for the company in a research report on Friday, May 1st. Four research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $215.86.

Read Our Latest Analysis on Broadridge Financial Solutions
Broadridge Financial Solutions Stock Performance
NYSE:BR opened at $177.94 on Friday. The company has a quick ratio of 1.24, a current ratio of 1.24 and a debt-to-equity ratio of 1.15. The firm’s fifty day simple moving average is $151.96 and its 200 day simple moving average is $160.39. The stock has a market cap of $20.29 billion, a P/E ratio of 18.50 and a beta of 0.87. Broadridge Financial Solutions, Inc. has a twelve month low of $133.83 and a twelve month high of $264.10.

Broadridge Financial Solutions (NYSE:BR – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.76 by $0.06. Broadridge Financial Solutions had a net margin of 15.04% and a return on equity of 40.25%. The company had revenue of $2.22 billion for the quarter, compared to analysts’ expectations of $2.17 billion. During the same quarter in the previous year, the company earned $3.55 earnings per share. Broadridge Financial Solutions’s quarterly revenue was up 7.5% on a year-over-year basis. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. As a group, research analysts predict that Broadridge Financial Solutions, Inc. will post 10.54 EPS for the current year.

Broadridge Financial Solutions Increases Dividend
The firm also recently declared a quarterly dividend, which will be paid on Monday, October 5th. Investors of record on Thursday, September 3rd will be given a dividend of $1.09 per share. This is an increase from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. The ex-dividend date of this dividend is Thursday, September 3rd. This represents a $4.36 dividend on an annualized basis and a yield of 2.5%. Broadridge Financial Solutions’s dividend payout ratio is 45.32%.

Insider Buying and Selling
In related news, insider Hope M. Jarkowski sold 1,966 shares of the business’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $155.00, for a total transaction of $304,730.00. Following the sale, the insider owned 1 shares of the company’s stock, valued at $155. The trade was a 99.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 1.10% of the stock is owned by insiders.

(Free Report)

Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.

Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.

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BlackRock Inc. acquired a new stake in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 10,762,454 shares of the business services provider’s stock, valued at approximately $1,473,918,000. BlackRock Inc. owned approximately 9.44% of Broadridge Financial Solutions at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Norges Bank acquired a new position in Broadridge Financial Solutions in the fourth quarter valued at about $346,304,000. Van ECK Associates Corp grew its stake in Broadridge Financial Solutions by 110.6% during the fourth quarter. Van ECK Associates Corp now owns 1,475,283 shares of the business services provider’s stock worth $329,239,000 after buying an additional 774,747 shares in the last quarter. Bank of New York Mellon Corp acquired a new stake in Broadridge Financial Solutions during the second quarter worth about $101,738,000. Deutsche Bank AG bought a new position in Broadridge Financial Solutions in the 2nd quarter valued at about $84,546,000. Finally, Pinebridge Investments LLC bought a new position in Broadridge Financial Solutions in the 4th quarter valued at about $126,553,000. 90.03% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets A number of brokerages have recently weighed in on BR. UBS Group reaffirmed a “neutral” rating and set a $180.00 price target on shares of Broadridge Financial Solutions in a report on Monday. Royal Bank Of Canada lifted their price objective on shares of Broadridge Financial Solutions from $200.00 to $225.00 and gave the company an “outperform” rating in a research note on Wednesday, August 5th. DA Davidson lowered their price objective on shares of Broadridge Financial Solutions from $228.00 to $214.00 and set a “buy” rating for the company in a research report on Tuesday, May 5th. Needham & Company LLC cut their target price on Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating for the company in a research note on Friday, May 1st. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Broadridge Financial Solutions in a report on Friday, August 7th. Four investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $215.86.

Get Our Latest Report on BR Insider Buying and Selling at Broadridge Financial Solutions In other news, insider Hope M. Jarkowski sold 1,966 shares of the company’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $155.00, for a total transaction of $304,730.00. Following the completion of the transaction, the insider directly owned 1 shares in the company, valued at approximately $155. This represents a 99.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.10% of the company’s stock.

BR stock opened at $177.94 on Friday. The firm has a 50-day moving average price of $151.96 and a 200-day moving average price of $160.39. Broadridge Financial Solutions, Inc. has a 12 month low of $133.83 and a 12 month high of $264.10. The company has a current ratio of 1.24, a quick ratio of 1.24 and a debt-to-equity ratio of 1.15. The stock has a market capitalization of $20.29 billion, a P/E ratio of 18.50 and a beta of 0.87.

Broadridge Financial Solutions (NYSE:BR – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.76 by $0.06. The company had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.17 billion. Broadridge Financial Solutions had a net margin of 15.04% and a return on equity of 40.25%. The firm’s revenue was up 7.5% on a year-over-year basis. During the same period in the previous year, the firm posted $3.55 EPS. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. As a group, equities research analysts anticipate that Broadridge Financial Solutions, Inc. will post 10.54 EPS for the current fiscal year.

Broadridge Financial Solutions Increases Dividend The business also recently announced a quarterly dividend, which will be paid on Monday, October 5th. Shareholders of record on Thursday, September 3rd will be paid a dividend of $1.09 per share. The ex-dividend date of this dividend is Thursday, September 3rd. This is a boost from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. This represents a $4.36 dividend on an annualized basis and a dividend yield of 2.5%. Broadridge Financial Solutions’s payout ratio is presently 45.32%.

About Broadridge Financial Solutions (Free Report)

Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.

Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.

Featured Stories Five stocks we like better than Broadridge Financial Solutions 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding BR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report).

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Stock to Watch: Broadridge Financial Solutions (BR - Free Report) Based in Lake Success, NY, Broadridge is a global financial technology company that offers investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers. The company is a leading producer and distributor of a variety of documents, widely used in the financial industry, including proxies, annual reports, prospectuses and trade confirmations.

BR is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Computer and Technology stock. BR has a Momentum Style Score of B, and shares are up 17.1% over the past four weeks.

Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.07 to $10.54 per share. BR also boasts an average earnings surprise of +12.7%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, BR should be on investors' short list.

Posted by Defense World Staff on Aug 16th, 2026

Empowered Funds LLC lifted its stake in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 29.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 48,430 shares of the business services provider’s stock after acquiring an additional 11,152 shares during the period. Empowered Funds LLC’s holdings in Broadridge Financial Solutions were worth $7,869,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Norges Bank acquired a new position in Broadridge Financial Solutions during the fourth quarter worth approximately $346,304,000. Van ECK Associates Corp boosted its holdings in shares of Broadridge Financial Solutions by 110.6% in the 4th quarter. Van ECK Associates Corp now owns 1,475,283 shares of the business services provider’s stock valued at $329,239,000 after purchasing an additional 774,747 shares during the last quarter. Pinebridge Investments LLC acquired a new position in shares of Broadridge Financial Solutions in the 4th quarter valued at $126,553,000. JPMorgan Chase & Co. grew its stake in shares of Broadridge Financial Solutions by 52.8% during the 4th quarter. JPMorgan Chase & Co. now owns 1,403,997 shares of the business services provider’s stock valued at $313,330,000 after buying an additional 485,297 shares during the period. Finally, Amundi grew its stake in shares of Broadridge Financial Solutions by 67.5% during the 1st quarter. Amundi now owns 1,059,021 shares of the business services provider’s stock valued at $172,070,000 after buying an additional 426,587 shares during the period. 90.03% of the stock is owned by institutional investors and hedge funds.

Broadridge Financial Solutions Price Performance BR opened at $170.82 on Friday. Broadridge Financial Solutions, Inc. has a 52-week low of $133.83 and a 52-week high of $265.37. The company has a 50 day moving average of $149.92 and a two-hundred day moving average of $161.51. The company has a market cap of $19.48 billion, a P/E ratio of 17.76 and a beta of 0.87. The company has a quick ratio of 1.24, a current ratio of 1.24 and a debt-to-equity ratio of 1.15.

Broadridge Financial Solutions (NYSE:BR – Get Free Report) last issued its earnings results on Tuesday, August 4th. The business services provider reported $3.82 EPS for the quarter, beating analysts’ consensus estimates of $3.76 by $0.06. The business had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.17 billion. Broadridge Financial Solutions had a net margin of 15.04% and a return on equity of 40.25%. The business’s revenue for the quarter was up 7.5% compared to the same quarter last year. During the same quarter last year, the firm posted $3.55 EPS. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. On average, analysts expect that Broadridge Financial Solutions, Inc. will post 10.54 earnings per share for the current year.

Broadridge Financial Solutions Increases Dividend The business also recently declared a quarterly dividend, which will be paid on Monday, October 5th. Investors of record on Thursday, September 3rd will be issued a $1.09 dividend. The ex-dividend date is Thursday, September 3rd. This represents a $4.36 annualized dividend and a yield of 2.6%. This is an increase from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. Broadridge Financial Solutions’s payout ratio is currently 40.54%.

Insider Buying and Selling In other Broadridge Financial Solutions news, insider Hope M. Jarkowski sold 1,966 shares of the firm’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $155.00, for a total value of $304,730.00. Following the transaction, the insider directly owned 1 shares of the company’s stock, valued at $155. This trade represents a 99.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 1.10% of the stock is owned by company insiders.

Analyst Ratings Changes A number of analysts have recently commented on BR shares. Needham & Company LLC dropped their price objective on Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating for the company in a report on Friday, May 1st. Royal Bank Of Canada lifted their target price on Broadridge Financial Solutions from $200.00 to $225.00 and gave the company an “outperform” rating in a report on Wednesday, August 5th. Weiss Ratings reissued a “hold (c-)” rating on shares of Broadridge Financial Solutions in a research report on Friday, August 7th. Morgan Stanley upped their price target on Broadridge Financial Solutions from $169.00 to $176.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 6th. Finally, UBS Group cut their price objective on Broadridge Financial Solutions from $250.00 to $165.00 and set a “neutral” rating on the stock in a report on Monday, May 4th. Four research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $213.71.

View Our Latest Stock Report on Broadridge Financial Solutions

Broadridge Financial Solutions Company Profile (Free Report)

Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.

Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.

See Also Five stocks we like better than Broadridge Financial Solutions Is Best Buy the AI Winner Hiding in the Electronics Aisle? Applied Materials Beat Everything but Wall Street’s Expectations for Margins Back From Orbit, Intuitive Machines’ Share Price Enters the Buy Zone Texas Roadhouse and Brinker International Have the Recipe Rivals Are Missing

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SummaryBroadridge Financial Solutions, Inc. is rated Strong Buy, driven by its strategic transition into high-margin decentralized finance and AI-driven productivity gains.BR's single-seller edge as a super-validator on the Canton Network and its integration of tokenized governance solidify its position as a regulatory-compliant Web3 infrastructure toll-taker.Despite existential risks from native tokenization and atomic settlement eroding legacy revenues, regulatory inertia and hybrid TradFi-DeFi models provide a multi-decade monetization bridge.I monitor BR's Canton coin monetization, tokenization volume shifts, SEC regulatory changes, and institutional adoption of algorithmic voting as key forward catalysts and risks. artisteer/iStock via Getty Images

In my last article on Broadridge Financial Solutions, Inc. (BR), I marked a Strong Buy rating, as the stock was due for a major valuation re-rating amid the business shift into high-margin decentralized finance

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Posted by Defense World Staff on Aug 9th, 2026

Bank of America Corp DE cut its stake in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 19.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 568,358 shares of the business services provider’s stock after selling 137,235 shares during the quarter. Bank of America Corp DE owned 0.49% of Broadridge Financial Solutions worth $92,347,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of BR. Edgestream Partners L.P. purchased a new stake in shares of Broadridge Financial Solutions in the first quarter valued at about $2,229,000. Bull Harbor Capital LLC acquired a new stake in Broadridge Financial Solutions in the first quarter valued at about $209,000. South Dakota Investment Council purchased a new stake in Broadridge Financial Solutions in the 1st quarter valued at approximately $764,000. Smith Group Asset Management LLC purchased a new stake in Broadridge Financial Solutions in the 1st quarter valued at approximately $301,000. Finally, Amundi increased its position in Broadridge Financial Solutions by 67.5% during the 1st quarter. Amundi now owns 1,059,021 shares of the business services provider’s stock worth $172,070,000 after purchasing an additional 426,587 shares during the period. 90.03% of the stock is owned by institutional investors and hedge funds.

Broadridge Financial Solutions Price Performance BR stock opened at $166.47 on Friday. The firm has a 50 day moving average of $148.26 and a 200-day moving average of $162.88. The company has a market cap of $18.98 billion, a price-to-earnings ratio of 17.30 and a beta of 0.87. The company has a current ratio of 1.24, a quick ratio of 0.94 and a debt-to-equity ratio of 1.15. Broadridge Financial Solutions, Inc. has a 12-month low of $133.83 and a 12-month high of $268.17.

Broadridge Financial Solutions (NYSE:BR – Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The business services provider reported $3.82 earnings per share for the quarter, topping analysts’ consensus estimates of $3.76 by $0.06. Broadridge Financial Solutions had a return on equity of 40.25% and a net margin of 15.04%.The business had revenue of $2.22 billion for the quarter, compared to analysts’ expectations of $2.17 billion. During the same quarter in the prior year, the firm posted $3.55 EPS. The company’s revenue was up 7.5% compared to the same quarter last year. Broadridge Financial Solutions has set its FY 2027 guidance at 10.370-10.750 EPS. As a group, equities analysts expect that Broadridge Financial Solutions, Inc. will post 10.54 EPS for the current fiscal year.

Broadridge Financial Solutions Increases Dividend The company also recently declared a quarterly dividend, which will be paid on Monday, October 5th. Stockholders of record on Thursday, September 3rd will be given a $1.09 dividend. This is an increase from Broadridge Financial Solutions’s previous quarterly dividend of $0.97. This represents a $4.36 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date is Thursday, September 3rd. Broadridge Financial Solutions’s dividend payout ratio (DPR) is 45.32%.

Insider Buying and Selling at Broadridge Financial Solutions In other news, insider Hope M. Jarkowski sold 1,966 shares of Broadridge Financial Solutions stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $155.00, for a total transaction of $304,730.00. Following the completion of the transaction, the insider owned 1 shares of the company’s stock, valued at $155. The trade was a 99.95% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 1.10% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In BR has been the subject of a number of analyst reports. Needham & Company LLC cut their target price on Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating for the company in a research note on Friday, May 1st. DA Davidson decreased their price target on Broadridge Financial Solutions from $228.00 to $214.00 and set a “buy” rating on the stock in a research note on Tuesday, May 5th. UBS Group dropped their price objective on Broadridge Financial Solutions from $250.00 to $165.00 and set a “neutral” rating on the stock in a report on Monday, May 4th. Morgan Stanley increased their price objective on Broadridge Financial Solutions from $169.00 to $176.00 and gave the stock an “equal weight” rating in a research report on Thursday. Finally, Royal Bank Of Canada raised their target price on Broadridge Financial Solutions from $200.00 to $225.00 and gave the company an “outperform” rating in a report on Wednesday. Four equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Broadridge Financial Solutions has an average rating of “Moderate Buy” and a consensus price target of $213.71.

View Our Latest Research Report on BR

Broadridge Financial Solutions Profile (Free Report)

Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.

Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.

See Also Five stocks we like better than Broadridge Financial Solutions Quantum Earnings Week: Winners and Losers Are Finally Emerging Axon’s Post-Earnings Pullback May Be More About Valuation Than Growth Uber Stock Lags in 2026, But Cash Flow and AV Bets Fuel Upside AppLovin Stock Hits 52-Week Low as Analysts Trim Targets, Stay Bullish Want to see what other hedge funds are holding BR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report).

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Fintech and regulatory behemoth Broadridge Financial Solutions (BR +7.04%) saw its share price rise 7% today after the company reported fourth-quarter earnings that sailed past Wall Street's expectations. Broadridge grew full-year revenue and adjusted earnings per share figures by 8% and 12%, respectively. The company also announced a 12% dividend increase, marking its 20th straight year of raises. Management guided for full-year 2027 sales to grow by 6% to 8%, while adjusted EPS would jump by 8% to 12%.

Today's Change

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168.41

Despite today's rise, Broadridge's stock has declined 32% over the last year, as the tokenization of financial assets and digitization of regulatory communications threaten to disrupt the company's seemingly steady operations. However, I'd argue these fears are potentially overdone, especially after the stock's decline priced this in to some extent, and Broadridge's results show their resilience.

Tim Gokey, Broadridge's CEO, touched on this shift during the earnings call, explaining,

We are building the infrastructure for the markets of tomorrow ... We are enabling Governance solutions for tokenized assets, reinventing shareholder engagement, and digitizing communications. We are transforming collateral management and integrating tokenized assets into our Wealth and Capital Markets platforms.

Image source: Getty Images.

Helping to spur the transition from mail-in proxy voting and mailed-out annual reports, Broadridge will once again look to reshape the financial regulatory environment as it moves into an increasingly digital world. Whether helping wealth managers with reports, capital markets firms with trade settlements, or processing communications for asset managers and corporate issuers, Broadridge is intent on incorporating agentic AI into its platform for its customers.

While only time will tell whether Broadridge can maintain its leadership position, the company trades at just 16 times free cash flow, so it doesn't need outrageous growth to justify its valuation. At a time when many technology and software companies are being heavily sold off, I think Broadridge stands out as an industry-leading, well-positioned company to adapt to a quickly changing landscape. I'll be looking to open a position in the company this year and collect its 2.5% dividend yield on the dip.

Josh Kohn-Lindquist has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Broadridge Financial Solutions. The Motley Fool has a disclosure policy.

The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad ExposureBroadridge Financial Solutions NYSE: BR reported fiscal 2026 recurring revenue growth of 8% on a constant-currency basis and a 12% increase in adjusted earnings per share, as the company cited demand for governance, capital-markets and wealth-management technology alongside investments in artificial intelligence and tokenized-market infrastructure.

Adjusted EPS for the year rose to $9.60, while recurring revenue reached $4.9 billion. Fourth-quarter recurring revenue increased 8% on a constant-currency basis to $1.5 billion, and adjusted EPS rose 8% to $3.82. The company closed a record $158 million in sales during the fourth quarter, bringing full-year closed sales to $305 million.

Get BR alerts:

Starbucks Builds Sovereign AI to Cut $400 Million in Software Costs“The real story of fiscal 2026 is that Broadridge is delivering today, building for tomorrow,” Chief Executive Officer Tim Gokey said, pointing to the company’s work in digital communications, agentic AI and tokenized assets.

Fiscal 2027 Outlook and Capital Returns For fiscal 2027, Broadridge guided for constant-currency recurring revenue growth of 6% to 8% and adjusted EPS growth of 8% to 12%. The outlook includes expected organic growth of 5% to 7%, with acquisitions contributing another percentage point to recurring revenue growth.

These 3 Stocks Offer Investors Exposure to the Functional Beverage BoomChief Financial Officer Ash Ghei said the company’s $470 million closed-sales backlog, up $40 million from the prior year, provides visibility into growth in fiscal 2027 and 2028. Broadridge expects closed sales of $290 million to $330 million in fiscal 2027.

The company forecast adjusted operating income margin of about 21%, compared with 20.5% in fiscal 2026. It expects $25 million of AI-driven productivity gains during fiscal 2027, primarily in its technology organization, which it plans to use to support investments and earnings growth.

Broadridge generated $1.2 billion in free cash flow during fiscal 2026, up 17% year over year, representing 110% of adjusted earnings. The company repurchased a record $600 million of shares and paid $443 million in dividends. Its board approved a 12% increase in the annual dividend to $4.36 per share and increased the share-repurchase authorization to $1.5 billion.

Gokey said the company expects to maintain balanced capital allocation, including internal investment, dividends, selective acquisitions and share repurchases. He said Broadridge views its shares as a compelling value at current levels and anticipates “continued healthy levels” of repurchases while retaining capacity for tuck-in acquisitions.

Segment Performance Investor Communication Solutions, or ICS, recurring revenue rose 8% for the full year and 10% in the fourth quarter. Regulatory revenue increased 12% for the year and 14% in the fourth quarter, supported by equity and fund position growth. Fourth-quarter equity position growth was 17%, including 14% growth in revenue-generating positions, while fund positions grew 7%.

Data-Driven Fund Solutions revenue grew 4% for the full year and 7% in the fourth quarter. Issuer revenue increased 8% in both periods. Customer Communications revenue rose 5% for the year, including 14% growth in digital revenue, though it grew 1% in the fourth quarter as a contribution from the Signal acquisition offset lower print volumes.

Global Technology and Operations, or GTO, revenue grew 7% for the year and 5% in the fourth quarter. Capital-markets revenue increased 5% for the full year and 7% in the quarter, with the recently acquired CQG contributing three percentage points to fourth-quarter growth. Wealth and investment-management revenue rose 10% for the full year and 1% in the quarter; excluding lower term-license revenue, fourth-quarter growth was 5%.

Broadridge expects GTO revenue growth to fall at the higher end of its overall recurring-revenue guidance range in fiscal 2027, partly due to the CQG acquisition.

Digital Delivery, AI and Tokenization The company said its proxy-communications digitization rate is nearing 95%, while fund communications are 80% digital. Gokey said Broadridge views the Securities and Exchange Commission’s proposed electronic-delivery rule as a potential catalyst for digital-first client communications, although Ghei said the company expects no fiscal 2027 impact from the proposal.

Looking beyond fiscal 2027, Ghei said the rule could reduce pass-through distribution revenue and create a modest recurring-revenue growth headwind over two to three years as clients implement changes. He said Broadridge expects to largely offset that effect with new digital solutions and does not anticipate a significant impact on adjusted earnings growth.

Broadridge also emphasized its expansion in tokenized securities and digital assets. Its Distributed Ledger Repo platform processed $360 billion in tokenized repo transactions daily in June, up threefold from May 2025, according to Gokey. The company expects platform volume to rise 50% by December as it onboards additional Tier 1 banks.

The company announced governance relationships with synthetic tokenized-equity issuer Ondo and infrastructure provider Alpaca, while noting that it completed what it described as the first on-chain voting for tokenized equities with Galaxy. Broadridge is also launching DLX, a multi-asset tokenization and digital-asset platform that will extend its DLR capabilities to equities, funds, alternatives and money-market instruments.

Gokey said platform-enabled AI and next-generation products, including shareholder engagement, digital communications and DLR, rose 60% and represented nearly 40% of closed sales during fiscal 2026. He added that Broadridge’s sales pipeline was up by more than one-third from a year earlier, with about half of the pipeline now platform enabled.

About Broadridge Financial Solutions (NYSE:BR)Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm's core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.

Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Broadridge Financial Solutions (BR - Free Report) reported $2.22 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 7.5%. EPS of $3.82 for the same period compares to $3.55 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $2.17 billion, representing a surprise of +2.08%. The company delivered an EPS surprise of +1.87%, with the consensus EPS estimate being $3.75.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Broadridge Financial performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenues- Global Technology and Operations (GTO): $487.5 million versus $481.53 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.9% change.Revenues- Investor Communication Solutions- Total ICS Recurring revenues: $1.05 billion versus $1.03 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +10% change.Revenues- Investor Communication Solutions- ICS Event-driven revenues- Equity and other: $40.1 million versus $35 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +5% change.Revenues- Investor Communication Solutions- ICS Event-driven revenues- Mutual funds: $31 million compared to the $36.65 million average estimate based on three analysts. The reported number represents a change of -23.8% year over year.Revenues- Investor Communication Solutions- Total ICS Event-driven revenues: $71.1 million compared to the $71.65 million average estimate based on three analysts. The reported number represents a change of -9.9% year over year.Revenues- Investor Communication Solutions- Distribution revenues: $606.5 million versus $595.4 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7.8% change.Revenues- Investor Communication Solutions (ICS): $1.73 billion versus the three-analyst average estimate of $1.69 billion. The reported number represents a year-over-year change of +8.2%.Revenues- Investor Communication Solutions- ICS Recurring revenues- Data-driven fund solutions: $130.1 million versus the three-analyst average estimate of $130.64 million. The reported number represents a year-over-year change of +6.7%.Revenues- Investor Communication Solutions- ICS Recurring revenues- Issuer: $157.9 million versus the three-analyst average estimate of $153.55 million. The reported number represents a year-over-year change of +8.2%.Revenues- Investor Communication Solutions- ICS Recurring revenues- Customer communications: $177.2 million compared to the $186.47 million average estimate based on three analysts. The reported number represents a change of +0.7% year over year.Revenues- Global Technology and Operations- GTO Recurring revenues- Capital markets: $307.1 million versus the three-analyst average estimate of $301.73 million. The reported number represents a year-over-year change of +7.6%.Revenues- Global Technology and Operations- GTO Recurring revenues- Wealth and investment management: $180.5 million versus $179.8 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +0.7% change.View all Key Company Metrics for Broadridge Financial here>>>

Shares of Broadridge Financial have returned +8.7% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Broadridge Financial Solutions Inc (BR) released its 8-K filing on August 4, 2026, reporting significant growth in both revenue and earnings for the fourth quar

Fiscal Year 2026 Recurring revenues grew 8% on a reported and constant currency basis

Diluted EPS was $9.60 and Adjusted EPS grew 12% to $9.60

Closed sales rose to $305 million

Raising annual dividend by 12% to $4.36, 20th consecutive annual dividend increase

Fiscal year 2027 guidance calls for 6-8% Recurring revenue growth constant currency
and 8-12% Adjusted EPS growth

, /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the fourth quarter and fiscal year 2026. Results compared with the same period last year were as follows:  

Summary Financial Results

Fourth Quarter

Fiscal Year

Dollars in millions, except per share data

2026

2025

Change

2026

2025

Change

Recurring revenues

$1,542

$1,424

8 %

$4,878

$4,508

8 %

     Constant currency growth (Non-GAAP)

8 %

8 %

Total revenues

$2,220

$2,065

7 %

$7,477

$6,889

9 %

Operating income

$546

$499

10 %

$1,301

$1,189

9 %

     Margin

24.6 %

24.1 %

17.4 %

17.3 %

Adjusted Operating income (Non-GAAP)

$598

$558

7 %

$1,535

$1,411

9 %

     Margin (Non-GAAP)

26.9 %

27.0 %

20.5 %

20.5 %

Diluted EPS

$3.44

$3.16

9 %

$9.60

$7.10

35 %

Adjusted EPS (Non-GAAP)

$3.82

$3.55

8 %

$9.60

$8.55

12 %

Closed sales

$158

$114

39 %

$305

$288

6 %

"Broadridge is delivering strong results today while positioning our company for an exciting digital, agentic, and tokenized future," said Tim Gokey, Broadridge's CEO.

"Fiscal year 2026 Recurring revenue growth constant currency was 8%, Adjusted EPS grew 12%, and Closed sales topped $305 million. Strong Free cash flow conversion of 110% helped drive record share repurchases. As a result, we achieved our three-year Recurring revenue and Adjusted EPS growth objectives for the fifth consecutive cycle.

"We are building the infrastructure for the markets of tomorrow," Mr. Gokey continued. "We are enabling Governance solutions for tokenized assets, reinventing shareholder engagement, and digitizing communications. We are transforming collateral management and integrating tokenized assets into our Wealth and Capital Markets platforms. Across Broadridge, we are leaning into Agentic AI to drive growth and productivity.

"Our fiscal year 2027 guidance calls for another year of strong financial performance, with 6-8% Recurring revenue growth constant currency, 8-12% Adjusted EPS growth, Free cash flow conversion greater than 100%, and Closed sales of $290-330 million. I'm also pleased to announce that our Board has approved a 12% increase in our annual dividend, marking the fourteenth double-digit increase in the past fifteen years," Mr. Gokey concluded.

Fiscal Year 2027 Financial Guidance

Recurring revenue growth constant currency (Non-GAAP)

 6 - 8%

Adjusted Operating income margin (Non-GAAP)

~21%

Adjusted Earnings per share growth (Non-GAAP)

8 - 12%

Free cash flow conversion (Non-GAAP)

100%+

Closed sales

$290 - $330 million

Financial Results for Fourth Quarter Fiscal Year 2026 compared to Fourth Quarter Fiscal Year 2025

Total revenues increased 7% to $2,220 million from $2,065 million. Recurring revenues increased $119 million, or 8%, to $1,542 million. Recurring revenue growth constant currency (Non-GAAP) was 8%, driven by organic growth in Investor Communication Solutions ("ICS") and Global Technology and Operations ("GTO") and acquisitions in ICS and GTO. Event-driven revenues decreased $8 million, or 10%, to $71 million, primarily due to lower mutual fund proxy revenues. Distribution revenues increased $44 million, or 8%, to $606 million, driven primarily by postage rate increases of approximately $32 million. Operating income was $546 million, an increase of $48 million, or 10%. Operating income margin increased to 24.6%, compared to 24.1% for the prior year period. Adjusted Operating income was $598 million, an increase of $40 million, or 7%. Adjusted Operating income margin was 26.9% compared to 27.0% for the prior year period. Interest expense, net was flat at $27 million, compared to the prior year period. The effective tax rate was 23.7% compared to 20.6% in the prior year period. The change in effective tax rate for the three months ended June 30, 2026 was primarily driven by a decrease in discrete tax benefits. Net earnings increased 6% to $398 million and Adjusted Net earnings increased 5% to $442 million. Diluted earnings per share increased 9% to $3.44, compared to $3.16 in the prior year period, and Adjusted earnings per share increased 8% to $3.82, compared to $3.55 in the prior year period. Segment and Other Results for Fourth Quarter Fiscal Year 2026 compared to Fourth Quarter Fiscal Year 2025

ICS

Total revenues were $1,732 million, an increase of $132 million, or 8%. Recurring revenues increased $96 million, or 10%, to $1,055 million. Recurring revenue growth constant currency (Non-GAAP) was 10%, driven by 6pts of Internal Growth, 3pts of Net New Business, and 1pt from acquisitions. By product line, Recurring revenue growth and Recurring revenue growth constant currency (Non-GAAP) were as follows: Regulatory rose 14% and 14%, respectively. Equity revenue position growth was 14% and Mutual fund/ETF position growth was 7%. Data-driven fund solutions rose 7% and 7%, respectively, driven by growth in data and analytics products and the acquisitions of Acolin Group Holdco Limited ("Acolin") and LDI MAP, LLC ("iJoin"). Issuer rose 8% and 8%, respectively, driven by growth in disclosure solutions and shareholder engagement solutions. Customer communications rose 1% and 1%, respectively, driven by the acquisition of Signal Agency Limited ("Signal"). Event-driven revenues decreased $8 million, or 10%, to $71 million, from lower mutual fund proxy revenues. Distribution revenues increased $44 million, or 8%, to $606 million, driven primarily by postage rate increases of approximately $32 million. Earnings before income taxes increased by $40 million, or 8%, to $531 million, driven by higher Recurring revenues and Distribution revenues. Operating expenses rose 8%, or $91 million, to $1,201 million driven by higher distribution expenses, volume-related expenses and the impact of acquisitions and investments. Pre-tax margins were flat at 30.6%. GTO

Recurring revenues were $488 million, an increase of $23 million, or 5%. Recurring revenue growth constant currency (Non-GAAP) was 5%, driven by organic growth and the acquisition of CQG, Inc. ("CQG"). By product line, Recurring revenue growth and the corresponding Recurring revenue growth constant currency (Non-GAAP) were as follows: Capital Markets rose 8% and 7%, respectively, primarily driven by 4pts of organic growth and 3pts from the acquisition of CQG.   Wealth and Investment Management rose 1% and 1%, respectively. The benefit of higher trading volumes was offset by a 4pt impact from lower software term license revenue. Earnings before income taxes were $68 million, an increase of $34 million, or 99%, driven by higher revenue and lower expenses. Pre-tax margins increased to 13.8% from 7.3%. Corporate and Other

Loss before income taxes increased by $24 million, primarily due to a non-cash Loss on Digital Assets of $11 million and higher technology spending, including the impact of investments. Financial Results for Fiscal Year 2026 compared to the Fiscal Year 2025

Total revenues increased 9% to $7,477 million from $6,889 million. Recurring revenues increased $370 million, or 8%, to $4,878 million. Recurring revenue growth constant currency (Non-GAAP) was 8%, driven by organic growth and acquisitions in ICS and GTO. Event-driven revenues increased $29 million, or 9%, to $348 million, driven by higher equity and other communications. Distribution revenues increased $189 million, or 9%, to $2,251 million, primarily driven by postage rate increases of approximately $123 million and higher volumes. Operating income was $1,301 million, an increase of $112 million, or 9%. Operating income margin increased to 17.4%, compared to 17.3% for the prior year period. Adjusted Operating income was $1,535 million, an increase of $124 million, or 9%. Adjusted Operating income margin rose slightly to 20.5%. The combination of higher distribution revenue and the impact of lower rates on float income negatively impacted margins by 40 basis points. Interest expense, net was $100 million, a decrease of $23 million, primarily due to lower average borrowings and lower borrowing costs. The effective tax rate was 22.2% compared to 20.7% in the prior year period. The change in effective tax rate for the twelve months ended June 30, 2026 was primarily driven by an increase in pre-tax income and a decrease in total discrete tax benefits. The decrease in discrete tax benefits was primarily driven by a decrease in the excess tax benefits associated with stock-based compensation. Net earnings increased 34% to $1,124 million and Adjusted Net earnings increased 11% to $1,124 million. Diluted earnings per share increased 35% to $9.60, compared to $7.10 in the prior year period, and Adjusted earnings per share increased 12% to $9.60, compared to $8.55 in the prior year period. Segment and Other Results for Fiscal Year 2026 compared to Fiscal Year 2025

ICS

Total revenues were $5,561 million, an increase of $448 million, or 9%. Recurring revenues increased $230 million, or 8%, to $2,962 million. Recurring revenue growth constant currency (Non-GAAP) was 8%, driven by 7pts of organic growth. By product line, Recurring revenue growth and Recurring revenue growth constant currency (Non-GAAP) were as follows: Regulatory rose 12% and 12%, respectively. Equity revenue position growth was 12% and Mutual fund/ETF position growth was 6%. Data-driven fund solutions rose 4% and 4%, respectively, driven by growth in data and analytics products, and the acquisitions of Acolin and iJoin. Issuer rose 8% and 8%, respectively, driven by growth in shareholder engagement solutions and disclosure solutions. Customer communications rose 5% and 5%, respectively, driven by growth in digital and print revenues, as well as the acquisition of Signal. Event-driven revenues increased $29 million, or 9%, to $348 million, driven by higher equity and other communications. Distribution revenues increased $189 million, or 9%, to $2,251 million, primarily driven by postage rate increases of approximately $123 million and higher volumes. Earnings before income taxes increased by $49 million, or 5%, to $1,104 million. The earnings benefit from higher Recurring revenue and Event-driven revenue was partially offset by higher Operating expenses. Operating expenses rose 10%, or $398 million, to $4,457 million, driven by distribution expenses, other volume-related expenses and the impact of acquisitions. Pre-tax margins decreased to 19.8% from 20.6%. GTO

Recurring revenues were $1,916 million, an increase of $140 million, or 8%. Recurring revenue growth constant currency (Non-GAAP) was 7%, driven by 4pts of organic growth and 2pts from the acquisitions of Kyndryl's Securities Industry Services business ("SIS") and CQG. By product line, Recurring revenue growth and the corresponding Recurring revenue growth constant currency (Non-GAAP) were as follows: Capital Markets rose 6% and 5%, respectively, primarily driven by 4pts of revenue from new sales and 1pt from the acquisition of CQG. Wealth and Investment Management rose 11% and 10%, respectively, driven by 5pts of organic growth and 5pts from the acquisition of SIS. Earnings before income taxes were $298 million, an increase of $96 million, or 48%, as higher revenues more than offset higher expenses, including the impact of the SIS and CQG acquisitions. Pre-tax margins increased to 15.5% from 11.3%. Corporate and Other

Earnings before income taxes were $44 million compared to a Loss of $197 million in the prior year period. The increased Earnings before income taxes was primarily due to the non-cash Gains on Digital Assets of $227 million and a $23 million decline in Interest expense, net which more than offset higher technology spending, including the impact of investments.  Dividend Declaration and Increase

On August 3, 2026, Broadridge's Board of Directors (the "Board") declared a quarterly dividend of $1.09 per share payable on October 5, 2026 to stockholders of record on September 3, 2026. This declaration reflects the Board's approval of a 12% increase in the annual dividend from $3.90 to $4.36 per share, subject to the discretion of the Board to declare quarterly dividends.

Share Repurchase Plan Authorization

On August 3, 2026, the Board authorized a new share repurchase program under which Broadridge may repurchase up to $1.5 billion of its outstanding common stock. This authorization replaces the 3.5 million shares remaining under the existing Board repurchase authorization. The share repurchase program has no expiration date and may be suspended, modified, or discontinued at any time at the discretion of the Board. Repurchases under the program may be made from time to time in open market transactions, privately negotiated transactions, transactions pursuant to Rule 10b5-1 trading arrangements, or other transactions permitted by applicable securities laws and regulations. The timing, number, and value of shares repurchased will depend on market conditions, the market price of Broadridge's common stock, available liquidity, capital allocation priorities, applicable legal requirements, and other factors considered relevant by management and the Board.

Earnings Conference Call

An analyst conference call will be held today, August 4, 2026 at 8:30 a.m. ET. A live webcast of the call will be available to the public on a listen-only basis. To listen to the live event and access the slide presentation, visit Broadridge's Investor Relations website at www.broadridge-ir.com prior to the start of the webcast. To listen to the call, investors may also dial 1-877-328-2502 within the United States and international callers may dial 1-412-317-5419. A replay of the webcast will be available and can be accessed in the same manner as the live webcast at the Broadridge Investor Relations site. Through August 11, 2026, the recording will also be available by dialing 1-855-669-9658 within the United States or 1-412-317-0088 for international callers, using passcode 1307113 for either dial-in number.

Explanation and Reconciliation of the Company's Use of Non-GAAP Financial Measures 

The Company's results in this press release are presented in accordance with U.S. GAAP except where otherwise noted. In certain circumstances, results have been presented that are not generally accepted accounting principles measures ("Non-GAAP"). These Non-GAAP measures are Adjusted Operating income, Adjusted Operating income margin, Adjusted Net earnings, Adjusted earnings per share, Free cash flow, and Recurring revenue growth constant currency. These Non-GAAP financial measures should be viewed in addition to, and not as a substitute for, the Company's reported results.

The Company believes our Non-GAAP financial measures help investors understand how management plans, measures and evaluates the Company's business performance. Management believes that Non-GAAP measures provide consistency in its financial reporting and facilitates investors' understanding of the Company's operating results and trends by providing an additional basis for comparison. Management uses these Non-GAAP financial measures to, among other things, evaluate our ongoing operations, and for internal planning and forecasting purposes. In addition, and as a consequence of the importance of these Non-GAAP financial measures in managing our business, the Company's Compensation Committee of the Board of Directors incorporates Non-GAAP financial measures in the evaluation process for determining management compensation.

Adjusted Operating Income, Adjusted Operating Income Margin, Adjusted Net Earnings and Adjusted Earnings Per Share

These Non-GAAP measures are adjusted to exclude the impact of certain costs, expenses, gains and losses and other specified items the exclusion of which management believes provides insight regarding our ongoing operating performance. Depending on the period presented, these adjusted measures exclude the impact of certain of the following items:

Amortization of Acquired Intangibles and Purchased Intellectual Property, which represent non-cash amortization expenses associated with the Company's acquisition activities. Acquisition and Integration Costs, which represent certain transaction and integration costs associated with the Company's acquisition activities. Restructuring and Other Related Costs, which represent severance and other costs related to the closure of substantially all operations of a production facility. Gains or Losses on Digital Assets, which represent the unrealized gains or losses, as applicable, related to the mark to market of the Company's digital asset holdings and the realized and unrealized gains or losses, as applicable, associated with the Canton Digital Asset Treasury transaction. Investment Gain represents a non-operating, non-cash gain on a privately held investment. We exclude Acquisition and Integration Costs, Restructuring and Other Related Costs, Gains or Losses on Digital Assets, and Investment Gain from our Adjusted Operating income (as applicable) and other adjusted earnings measures because excluding such information provides us with an understanding of the results from the primary operations of our business and enhances comparability across fiscal reporting periods, as these items are not reflective of our underlying operations or performance.

We also exclude the impact of Amortization of Acquired Intangibles and Purchased Intellectual Property, as these non-cash amounts are significantly impacted by the timing and size of individual acquisitions and do not factor into the Company's capital allocation decisions, management compensation metrics or multi-year objectives. Furthermore, management believes that this adjustment enables better comparison of our results as Amortization of Acquired Intangibles and Purchased Intellectual Property will not recur in future periods once such intangible assets have been fully amortized. Although we exclude Amortization of Acquired Intangibles and Purchased Intellectual Property from our adjusted earnings measures, our management believes that it is important for investors to understand that these intangible assets contribute to revenue generation. Amortization of intangible assets that relate to past acquisitions will recur in future periods until such intangible assets have been fully amortized. Any future acquisitions may result in the amortization of additional intangible assets.

Free cash flow and Free cash flow conversion

In addition to the Non-GAAP financial measures discussed above, we provide Free cash flow information because we consider Free cash flow to be a liquidity measure that provides useful information to management and investors about the amount of cash generated that could be used for dividends, share repurchases, strategic acquisitions, other investments, as well as debt servicing. Free cash flow is a Non-GAAP financial measure and is defined by the Company as Net cash flows provided by operating activities less Capital expenditures as well as Software purchases and capitalized internal use software. Free cash flow conversion is calculated as Free cash flow divided by Adjusted Net earnings for the given period.

Recurring revenue growth constant currency

As a multi-national company, we are subject to variability of our reported U.S. dollar results due to changes in foreign currency exchange rates. The exclusion of the impact of foreign currency exchange fluctuations from our Recurring revenue growth, or what we refer to as amounts expressed "on a constant currency basis," is a Non-GAAP measure. We believe that excluding the impact of foreign currency exchange fluctuations from our Recurring revenue growth provides additional information that enables enhanced comparison to prior periods.   

Changes in Recurring revenue growth expressed on a constant currency basis are presented excluding the impact of foreign currency exchange fluctuations. To present this information, current period results for entities reporting in currencies other than the U.S. dollar are translated into U.S. dollars at the average exchange rates in effect during the corresponding period of the comparative year, rather than at the actual average exchange rates in effect during the current fiscal year.

Forward-Looking Statements

This press release and other written or oral statements made from time to time by representatives of Broadridge may contain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Statements that are not historical in nature, and which may be identified by the use of words such as "expects," "assumes," "projects," "anticipates," "estimates," "we believe," "could be," "on track," and other words of similar meaning, are forward-looking statements. In particular, information appearing in the "Fiscal Year 2027 Financial Guidance" section and statements about our three-year objectives are forward-looking statements.

These statements are based on management's expectations and assumptions and are subject to risks and uncertainties that may cause actual results to differ materially from those expressed. These risks and uncertainties include those risk factors described and discussed in Part I, "Item 1A. Risk Factors" of our Annual Report on Form 10-K for the year ended June 30, 2026 (the "2026 Annual Report"), as they may be updated in any future reports filed with the Securities and Exchange Commission. All forward-looking statements speak only as of the date of this press release and are expressly qualified in their entirety by reference to the factors discussed in the 2026 Annual Report.

These risks include:

changes in laws and regulations affecting Broadridge's clients or the services provided by Broadridge; Broadridge's reliance on a relatively small number of clients, the continued financial health of those clients, and the continued use by such clients of Broadridge's services with favorable pricing terms; a material security breach or cybersecurity attack affecting the information of Broadridge's clients; declines in participation and activity in the securities markets; the failure of Broadridge's key service providers to provide the anticipated levels of service; a disaster or other significant slowdown or failure of Broadridge's systems or error in the performance of Broadridge's services; overall market, economic and geopolitical conditions and their impact on the securities markets; the success of Broadridge in retaining and selling additional services to its existing clients and in obtaining new clients; Broadridge's failure to keep pace with changes in technology and demands of its clients; competitive conditions; Broadridge's ability to attract and retain key personnel; and the impact of new acquisitions and divestitures. There may be other factors that may cause our actual results to differ materially from the forward-looking statements. Our actual results, performance or achievements could differ materially from those expressed in, or implied by, the forward-looking statements. We can give no assurances that any of the events anticipated by the forward-looking statements will occur or, if any of them do, what impact they will have on our results of operations and financial condition.

Broadridge disclaims any obligation to update or revise forward-looking statements that may be made to reflect events or circumstances that arise after the date made or to reflect the occurrence of unanticipated events, other than as required by law.

About Broadridge

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.

Our technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing approximately 16,000 associates in 28 countries.

For more information about us, please visit www.broadridge.com.

Contact Information        

Investors
[email protected]   

Media
[email protected]

Condensed Consolidated Statements of Earnings
(Unaudited)

In millions, except per share amounts

Three Months Ended  

June 30,

Twelve Months Ended

June 30,

2026

2025

2026

2025

Revenues

$     2,219.9

$     2,065.4

$     7,476.8

$     6,889.1

Operating expenses:

      Cost of revenues

1,367.0

1,295.6

5,100.7

4,752.3

      Selling, general and administrative expenses

306.6

271.2

1,075.5

948.2

      Total operating expenses

1,673.6

1,566.8

6,176.2

5,700.6

Operating income

546.2

498.6

1,300.6

1,188.6

Interest expense, net

(26.9)

(26.6)

(99.9)

(122.7)

Other non-operating income (expenses), net

2.5

(0.5)

245.2

(7.1)

Earnings before income taxes

521.9

471.5

1,445.8

1,058.7

Provision for income taxes

123.9

97.3

321.6

219.2

Net earnings

$       398.0

$       374.2

$     1,124.3

$       839.5

Basic earnings per share

$         3.46

$         3.19

$         9.67

$         7.17

Diluted earnings per share

$         3.44

$         3.16

$         9.60

$         7.10

Weighted-average shares outstanding:

      Basic

115.0

117.4

116.3

117.1

      Diluted

115.6

118.3

117.1

118.3

Amounts may not sum due to rounding.

Condensed Consolidated Balance Sheets

(Unaudited)

In millions, except per share amounts

June 30,
2026

June 30,
2025

Assets

Current assets:

Cash and cash equivalents

$          402.9

$         561.5

Accounts receivable, net of allowance for doubtful accounts of

$13.2 and $12.5, respectively

1,129.4

1,077.1

Other current assets

215.8

178.5

Total current assets

1,748.1

1,817.1

Property, plant and equipment, net

174.3

170.1

Goodwill

3,787.8

3,609.6

Intangible assets, net

1,199.9

1,277.4

Deferred client conversion and start-up costs

819.3

842.9

Other non-current assets

1,215.9

827.9

Total assets

$        8,945.3

$      8,545.0

Liabilities and Stockholders' Equity

Current liabilities:

Current portion of long-term debt

$              —

$         499.3

Payables and accrued expenses

1,138.2

1,112.8

Contract liabilities

276.6

249.1

Total current liabilities

1,414.8

1,861.2

Long-term debt

3,254.6

2,753.0

Deferred taxes

387.0

261.0

Contract liabilities

312.8

429.2

Other non-current liabilities

735.5

585.5

Total liabilities

6,104.7

5,889.9

Stockholders' equity:

Preferred stock: Authorized, 25.0 shares; issued and outstanding, none

—

—

Common stock, $0.01 par value: Authorized, 650.0 shares; issued, 154.5

and 154.5 shares, respectively; outstanding, 114.0 and 117.1 

shares, respectively

1.6

1.6

Additional paid-in capital

1,771.2

1,663.0

Retained earnings

4,553.6

3,862.5

Treasury stock, at cost: 40.4 and 37.3 shares, respectively

(3,201.7)

(2,599.0)

Accumulated other comprehensive income (loss)

(284.1)

(272.9)

Total stockholders' equity

2,840.5

2,655.1

Total liabilities and stockholders' equity

$        8,945.3

$      8,545.0

Amounts may not sum due to rounding.

Condensed Consolidated Statements of Cash Flows

(Unaudited)

In millions

Twelve Months Ended

June 30,

2026

2025

Cash Flows From Operating Activities

Net earnings

$    1,124.3

$      839.5

Adjustments to reconcile net earnings to net cash flows from operating activities:

Depreciation and amortization

137.7

130.7

Amortization of acquired intangibles and purchased intellectual property

203.6

196.6

Amortization of other assets

167.1

170.8

Write-down of long-lived assets and related charges

5.3

14.5

Stock-based compensation expense

93.9

73.4

Deferred income taxes

105.8

(5.2)

             Digital assets change in fair market value

(231.4)

—

Other

(41.8)

(24.4)

Changes in operating assets and liabilities, net of assets and liabilities acquired:

               Accounts receivable, net

(19.6)

31.8

               Other current assets

(31.5)

(5.4)

               Payables and accrued expenses

(86.5)

(146.5)

               Contract liabilities

68.8

56.5

               Other non-current assets

(155.7)

(148.2)

               Other non-current liabilities

5.9

(12.8)

Net cash flows from operating activities

1,345.6

1,171.3

Cash Flows From Investing Activities

Capital expenditures

(67.2)

(43.8)

Software purchases and capitalized internal use software

(45.4)

(71.1)

Acquisitions, net of cash acquired

(282.7)

(193.5)

Other investing activities

(56.7)

(7.8)

Net cash flows from investing activities

(452.0)

(316.2)

Cash Flows From Financing Activities

Debt proceeds

2,017.0

1,238.1

Debt repayments

(2,015.6)

(1,342.5)

Dividends paid

(443.5)

(402.3)

Purchases of Treasury stock

(603.7)

(134.9)

Proceeds from exercise of stock options

22.3

62.3

Other financing activities

(25.1)

(21.6)

Net cash flows from financing activities

(1,048.5)

(600.8)

Effect of exchange rate changes on Cash and cash equivalents

(3.7)

2.8

Net change in Cash and cash equivalents

(158.7)

257.1

Cash and cash equivalents, beginning of period

561.5

304.4

Cash and cash equivalents, end of period

$      402.9

$      561.5

Amounts may not sum due to rounding.

Segment Results

(Unaudited)

In millions

Three Months Ended

June 30,

Twelve Months Ended

June 30,

2026

2025

2026

2025

Revenues

Investor Communication Solutions

$    1,732.3

$    1,600.7

$    5,560.8

$    5,113.0

Global Technology and Operations

487.5

464.7

1,916.0

1,776.1

Total

$    2,219.9

$    2,065.4

$    7,476.8

$    6,889.1

Earnings before Income Taxes

Investor Communication Solutions

$     530.8

$     490.5

$   1,103.5

$   1,054.0

Global Technology and Operations

67.5

33.9

297.8

201.4

Other

(76.5)

(52.9)

44.5

(196.7)

Total

$     521.9

$     471.5

$   1,445.8

$   1,058.7

Pre-tax margins:

Investor Communication Solutions

30.6 %

30.6 %

19.8 %

20.6 %

Global Technology and Operations

13.8 %

7.3 %

15.5 %

11.3 %

Amortization of acquired intangibles and purchased intellectual property

Investor Communication Solutions

$        11.2

$         9.8

$        42.7

$        42.9

Global Technology and Operations

37.1

40.2

160.9

153.7

       Total

$        48.3

$        50.0

$      203.6

$      196.6

Amounts may not sum due to rounding.

Supplemental Reporting Detail - Additional Product Line Reporting

(Unaudited)

In millions

Three Months Ended 

 June 30,

Twelve Months Ended 

 June 30,

2026

2025

Change

2026

2025

Change

Investor Communication Solutions

Regulatory

$   589.5

$   515.2

14 %

$ 1,434.9

$ 1,280.6

12 %

Data-driven fund solutions

130.1

121.9

7 %

479.5

459.2

4 %

Issuer

157.9

145.9

8 %

294.8

273.2

8 %

Customer communications

177.2

175.9

1 %

752.8

718.8

5 %

         Total ICS Recurring revenues

1,054.8

958.8

10 %

2,962.1

2,731.8

8 %

Equity and other

40.1

38.2

5 %

143.5

115.5

24 %

Mutual funds

31.0

40.7

(24 %)

204.6

203.8

— %

         Total ICS Event-driven revenues

71.1

78.9

(10 %)

348.1

319.3

9 %

Distribution revenues

606.5

562.9

8 %

2,250.6

2,062.0

9 %

Total ICS Revenues

$ 1,732.3

$ 1,600.7

8 %

$ 5,560.8

$ 5,113.0

9 %

Global Technology and Operations

Capital markets

$   307.1

$   285.4

8 %

$ 1,184.2

$ 1,115.3

6 %

Wealth and investment management

180.5

179.3

1 %

731.8

660.8

11 %

         Total GTO Recurring revenues

487.5

464.7

5 %

1,916.0

1,776.1

8 %

         Total Revenues

$ 2,219.9

$ 2,065.4

7 %

$ 7,476.8

$ 6,889.1

9 %

Revenues by Type

Recurring revenues

$ 1,542.3

$ 1,423.6

8 %

$ 4,878.0

$ 4,507.9

8 %

Event-driven revenues

71.1

78.9

(10 %)

348.1

319.3

9 %

Distribution revenues

606.5

562.9

8 %

2,250.6

2,062.0

9 %

         Total Revenues

$ 2,219.9

$ 2,065.4

7 %

$ 7,476.8

$ 6,889.1

9 %

Amounts may not sum due to rounding.

Select Operating Metrics

(Unaudited)

In millions

Three Months Ended 

 June 30,

Twelve Months Ended 

 June 30,

2026

2025

Change

2026

2025

Change

Closed sales (a)

$   158.3

$   113.5

39 %

$  305.1

$   287.9

6 %

Position Growth (b)

   Equity positions

17 %

18 %

16 %

16 %

   Equity revenue positions

14 %

14 %

12 %

12 %

   Mutual fund / ETF positions

7 %

7 %

6 %

7 %

Internal Trade Growth (c)

15 %

14 %

15 %

13 %

Amounts may not sum due to rounding.

(a) Refer to the "Results of Operations" section of Broadridge's Form 10-K for a description of Closed sales and its calculation.

(b) Position Growth is comprised of "equity position growth" and "mutual fund/ETF position growth." Equity position growth measures the estimated annual change in positions eligible for equity proxy materials. Beginning in the fourth quarter of fiscal year 2025, the Company began presenting information on "equity revenue position growth". Equity revenue position growth excludes small or fractional equity positions for which the Company does not recognize revenue ("non-revenue positions"). Prior-year period comparative information for this metric is not available. Mutual fund/ETF position growth measures the estimated change in mutual fund and exchange traded fund positions eligible for interim communications. These metrics are calculated from equity proxy and mutual fund/ETF position data reported to Broadridge for the same issuers or funds in both the current and prior year periods.

(c) Represents the estimated change in daily average trade volumes for clients whose contracts are linked to trade volumes and who were on Broadridge's trading platforms in both the current and prior year periods.

Reconciliation of Non-GAAP to GAAP Measures

(Unaudited)

In millions, except per share amounts

Three Months Ended

June 30,

Twelve Months Ended

June 30,

2026

2025

2026

2025

Reconciliation of Adjusted Operating Income

Operating income (GAAP)

$    546.2

$    498.6

$  1,300.6

$  1,188.6

Adjustments:

Amortization of Acquired Intangibles and Purchased Intellectual Property

48.3

50.0

203.6

196.6

Acquisition and Integration Costs

3.3

7.0

17.5

18.3

       Restructuring and Other Related Costs (a)

—

2.0

13.2

7.4

Adjusted Operating income (Non-GAAP)

$    597.9

$    557.6

$  1,534.8

$  1,410.9

Operating income margin (GAAP)

24.6 %

24.1 %

17.4 %

17.3 %

Adjusted Operating income margin (Non-GAAP)

26.9 %

27.0 %

20.5 %

20.5 %

Reconciliation of Adjusted Net earnings

Net earnings (GAAP)

$     398.0

$     374.2

$  1,124.3

$     839.5

Adjustments:

Amortization of Acquired Intangibles and Purchased Intellectual Property     

48.3

50.0

203.6

196.6

Acquisition and Integration Costs

3.3

7.0

17.5

18.3

Restructuring and Other Related Costs (a)

—

2.0

13.2

7.4

Gains or Losses on Digital Assets

11.3

—

(227.0)

—

Investment Gain

(7.3)

(7.3)

     Subtotal of adjustments

55.6

59.0

(0.1)

222.3

Tax impact of adjustments (b)

(12.0)

(13.2)

—

(50.4)

Adjusted Net earnings (Non-GAAP)

$     441.6

$     420.0

$  1,124.2

$  1,011.5

Reconciliation of Adjusted EPS

Diluted earnings per share (GAAP)

$      3.44

$      3.16

$      9.60

$      7.10

Adjustments:

Amortization of Acquired Intangibles and Purchased Intellectual Property

0.42

0.42

1.74

1.66

Acquisition and Integration Costs

0.03

0.06

0.15

0.15

Restructuring and Other Related Costs (a)

—

0.02

0.11

0.06

Gains or Losses on Digital Assets

0.10

—

(1.94)

—

Investment Gain

(0.06)

—

(0.06)

—

     Subtotal of adjustments

0.48

0.50

—

1.88

Tax impact of adjustments (b)

(0.10)

(0.11)

—

(0.43)

Adjusted earnings per share (Non-GAAP)

$      3.82

$      3.55

$      9.60

$      8.55

Twelve Months Ended

June 30,

2026

2025

Reconciliation of Free cash flow

Net cash flows from operating activities (GAAP)

$   1,345.6

$   1,171.3

Capital expenditures and Software purchases and capitalized internal use software

(112.6)

(114.9)

Free cash flow (Non-GAAP)

$   1,233.0

$   1,056.4

Adjusted Net earnings (Non-GAAP)

$   1,124.2

$   1,011.5

Free cash flow conversion (Non-GAAP)

110 %

104 %

(a) Restructuring and Other Related Costs consist of severance and other costs related to the closure of substantially all operations of a production facility. Costs incurred are not reflected in segment profit and are recorded within Corporate and Other. Actions and associated costs related to the closure were completed in the third quarter of fiscal year 2026.

(b) Calculated using the GAAP effective tax rate, adjusted to exclude $0.0 million and $2.5 million of excess tax benefits associated with stock-based compensation for the three months and fiscal year ended June 30, 2026, respectively and $9.0 million and $20.5 million of excess tax benefits associated with stock-based compensation for the three months and fiscal year ended June 30, 2025, respectively. For purposes of calculating the Adjusted earnings per share, the same adjustments were made on a per share basis.

Reconciliation of Recurring Revenue Growth Constant Currency

Three Months Ended June 30, 2026

Investor Communication Solutions

Regulatory

Data-

Driven

Fund

Solutions

Issuer

Customer

 Comms.

Total

Recurring revenue growth (GAAP)

14 %

7 %

8 %

1 %

10 %

Impact of foreign currency exchange

0 %

0 %

0 %

0 %

0 %

Recurring revenue growth constant currency (Non-GAAP)

14 %

7 %

8 %

1 %

10 %

Three Months Ended June 30, 2026

Global Technology and Operations

Capital Markets

Wealth and

Investment

Management

Total

Recurring revenue growth (GAAP)

8 %

1 %

5 %

Impact of foreign currency exchange

(1 %)

0 %

0 %

Recurring revenue growth constant currency (Non-GAAP)

7 %

1 %

5 %

Three Months Ended 

June 30, 2026

Consolidated

Total

Recurring revenue growth (GAAP)

8 %

Impact of foreign currency exchange

0 %

Recurring revenue growth constant currency (Non-GAAP)                    

8 %

Fiscal Year Ended June 30, 2026

Investor Communication Solutions

Regulatory

Data-

Driven

Fund

Solutions

Issuer

Customer

Comms.

Total

Recurring revenue growth (GAAP)

12 %

4 %

8 %

5 %

8 %

Impact of foreign currency exchange

0 %

(1 %)

0 %

0 %

0 %

Recurring revenue growth constant currency (Non-GAAP)

12 %

4 %

8 %

5 %

8 %

Fiscal Year Ended June 30, 2026

Global Technology and Operations

Capital Markets

Wealth and

 Investment

 Management

Total

Recurring revenue growth (GAAP)

6 %

11 %

8 %

Impact of foreign currency exchange

(1 %)

(1 %)

(1 %)

Recurring revenue growth constant currency (Non-GAAP)          

5 %

10 %

7 %

Fiscal Year Ended 

June 30, 2026

Consolidated

Total

Recurring revenue growth (GAAP)

8 %

Impact of foreign currency exchange

(1 %)

Recurring revenue growth constant currency (Non-GAAP)                            

8 %

Amounts may not sum due to rounding.

Fiscal Year 2027 Guidance

Reconciliation of Non-GAAP to GAAP Measures

Adjusted Earnings Per Share Growth, Adjusted Operating Income Margin, and Free Cash Flow Conversion

FY27 Recurring revenue growth

Impact of foreign currency exchange (a)

(0%) - 0%

Recurring revenue growth constant currency (Non-GAAP)

6 - 8%

FY27 Adjusted Operating income margin (b)(e)

Operating income margin % (GAAP)

~19%

Adjusted Operating income margin % (Non-GAAP)

~21%

FY27 Adjusted earnings per share growth rate (c)(e)

Diluted earnings per share (GAAP)

(4%) - 0%

Adjusted earnings per share (Non-GAAP)

8 - 12%

FY27 Free cash flow conversion (d)

Cash flow from operating activities relative to net earnings (GAAP)

100%+

Free cash flow conversion rate (Non-GAAP)

100%+

(a) Based on forward rates as of July 2026.

(b) Adjusted Operating income margin guidance (Non-GAAP) is adjusted to exclude the approximately $145 million impact of Amortization of Acquired Intangibles and Purchased Intellectual Property, Acquisition and Integration Costs, Restructuring and Other Related Costs.

(c) Adjusted earnings per share growth guidance (Non-GAAP) is adjusted to exclude the approximately $0.99 per share impact of Amortization of Acquired Intangibles and Purchased Intellectual Property, Acquisition and Integration Costs, Restructuring and Other Related Costs, and is calculated using diluted shares outstanding.

(d) Free Cash Flow conversion guidance (Non-GAAP) is adjusted to exclude approximately $118 million of Capital expenditures as well as Software purchases and capitalized internal use software.

(e) Excludes Gains and Losses on Digital Assets as they are not capable of being forecasted.

SOURCE Broadridge Financial Solutions, Inc.

Key Takeaways Broadridge's fiscal Q4 2026 revenues are expected to rise 5.3% year over year to $2.17 billion.AI investment, tokenization demand and digital communications are expected to support top-line growth.BR's fiscal Q4 earnings are projected to increase 5.6% year over year to $3.75 per share. Broadridge Financial Solutions, Inc. (BR - Free Report) is set to report its fourth-quarter fiscal 2026 results on Aug. 4, before the opening bell.

The company has an impressive earnings surprise history. BR’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 12.5%.

Shares of BR have had a decent run over the past month. The stock has risen 9.8% against the industry’s 1% and the Zacks S&P 500 composite’s 2.7% decline.

Q4 Expectations for BRThe Zacks Consensus Estimate for revenues is pinned at $2.17 billion, suggesting a 5.3% rise from the fiscal fourth-quarter 2025 actuals.

A resilient recurring revenue model, increased investments in artificial intelligence (AI) and robust demand for tokenization and digital communications are collectively expected to have boosted the company’s top line in the June-end quarter of fiscal 2026.

The Zacks Consensus Estimate for net revenues at Investor Communication Solutions is pegged at $1.69 billion, suggesting a 5.8% year-over-year increase. The consensus estimate for net revenues in the Global Technology and Operations segment is pegged at $481.53 million, indicating a 3.6% year-over-year rise. Internal growth, new businesses and acquisitions are likely to have driven the expected growth.

The company continues to broaden shareholder engagement capabilities, enabling its governance business to drive growth. BR is also expanding institutional voting capabilities, helping asset managers manage proxy voting more independently through AI-enabled policy tools. The acquisition of Kyndryl's Securities Industry Services continues to support platform modernization in Canada and revenue generation in the wealth management business.

Broadridge recently launched a wealth platform for a major Canadian wealth manager and introduced a digital asset platform designed to support crypto assets and tokenized securities. These efforts are expected to have increased revenues and operating income across segments.

The Zacks Consensus Estimate for earnings in the to-be-reported quarter is pegged at $3.75 per share, indicating a 5.6% year-over-year increase. We expect increasing collective operating income across segments to have benefited the bottom line in the quarter.

What Our Model Says About BROur proven model does not conclusively predict an earnings beat for Broadridge this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that is not the case here. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

Broadridge has an Earnings ESP of 0.00% and a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks to ConsiderHere are a few stocks from the broader Computer and Technology sector, which, according to our model, have the right combination of elements to beat on earnings this season.

AMD (AMD - Free Report) has an Earnings ESP of +1.56% and a Zacks Rank of 2. The company is scheduled to report its second-quarter 2026 results on Aug. 4.

The Zacks Consensus Estimate for AMD’s second-quarter 2026 revenues is pegged at $11.32 billion, indicating year-over-year growth of 47.3%. For earnings, the consensus mark is pegged at $1.61 per share, implying a 235.4% increase from the year-ago quarter’s actual. AMD beat the consensus estimate in each of the trailing four quarters, with the average earnings surprise being 6.5%.

Arista Networks, Inc. (ANET - Free Report) has an Earnings ESP of +3.08% and a Zacks Rank of 2. The company is scheduled to announce its second-quarter 2026 results on Aug. 4.

The Zacks Consensus Estimate for ANET’s second-quarter 2026 revenues is pegged at $2.83 billion, indicating 28.5% year-over-year growth. The consensus estimate for earnings is pegged at 89 cents per share, implying a year-over-year increase of 21.9%. ANET beat the consensus estimate in each of the trailing four quarters, delivering an average earnings surprise of 8.3%.

TROY, Mich., July 21, 2026 /PRNewswire/ -- The Editorial Advisory and Securities Review Committee of BetterInvesting Magazine today announced Broadridge Financial Resources Inc. (NYSE: BR) as its "Stock to Study" and ResMed Inc. (NYSE: RMD) as its "Undervalued Stock" in the October 2026 issue for investors' informational and educational use.

Posted by Defense World Staff on Jul 20th, 2026

Assetmark Inc. raised its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 80.7% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 77,620 shares of the business services provider’s stock after acquiring an additional 34,658 shares during the quarter. Assetmark Inc. owned about 0.07% of Broadridge Financial Solutions worth $12,612,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC bought a new position in shares of Broadridge Financial Solutions during the 4th quarter valued at $580,000. Empowered Funds LLC boosted its holdings in Broadridge Financial Solutions by 41.5% in the first quarter. Empowered Funds LLC now owns 3,957 shares of the business services provider’s stock worth $959,000 after purchasing an additional 1,160 shares in the last quarter. Woodline Partners LP boosted its holdings in Broadridge Financial Solutions by 6.9% in the first quarter. Woodline Partners LP now owns 9,886 shares of the business services provider’s stock worth $2,397,000 after purchasing an additional 635 shares in the last quarter. Acadian Asset Management LLC increased its position in Broadridge Financial Solutions by 480.8% during the first quarter. Acadian Asset Management LLC now owns 2,544 shares of the business services provider’s stock worth $616,000 after buying an additional 2,106 shares during the last quarter. Finally, Cerity Partners LLC increased its position in Broadridge Financial Solutions by 8.5% during the second quarter. Cerity Partners LLC now owns 25,523 shares of the business services provider’s stock worth $6,203,000 after buying an additional 2,004 shares during the last quarter. 90.03% of the stock is owned by institutional investors.

Insiders Place Their Bets In related news, insider Hope M. Jarkowski sold 1,966 shares of the stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $155.00, for a total transaction of $304,730.00. Following the completion of the sale, the insider owned 1 shares in the company, valued at $155. This represents a 99.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 1.10% of the stock is currently owned by insiders.

Analysts Set New Price Targets BR has been the topic of several recent research reports. UBS Group cut their target price on Broadridge Financial Solutions from $250.00 to $165.00 and set a “neutral” rating on the stock in a report on Monday, May 4th. Weiss Ratings lowered Broadridge Financial Solutions from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, May 11th. DA Davidson cut their price objective on Broadridge Financial Solutions from $228.00 to $214.00 and set a “buy” rating on the stock in a research note on Tuesday, May 5th. Needham & Company LLC reduced their target price on Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating for the company in a report on Friday, May 1st. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $200.00 target price on shares of Broadridge Financial Solutions in a research report on Monday, June 22nd. Four analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $221.57.

Get Our Latest Stock Report on Broadridge Financial Solutions

Broadridge Financial Solutions Stock Performance Shares of BR opened at $149.89 on Monday. The company has a market capitalization of $17.34 billion, a PE ratio of 16.05 and a beta of 0.89. The company has a debt-to-equity ratio of 0.97, a current ratio of 0.94 and a quick ratio of 0.94. Broadridge Financial Solutions, Inc. has a one year low of $133.83 and a one year high of $271.91. The company’s fifty day moving average price is $146.20 and its 200 day moving average price is $169.48.

Broadridge Financial Solutions (NYSE:BR – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The business services provider reported $2.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.63 by $0.09. The company had revenue of $1.95 billion during the quarter, compared to analysts’ expectations of $1.90 billion. Broadridge Financial Solutions had a net margin of 15.03% and a return on equity of 40.14%. The business’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same period in the prior year, the company earned $2.44 earnings per share. Broadridge Financial Solutions has set its FY 2026 guidance at 9.410-9.580 EPS. As a group, analysts expect that Broadridge Financial Solutions, Inc. will post 9.55 earnings per share for the current year.

Broadridge Financial Solutions Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Friday, June 12th were given a dividend of $0.975 per share. This represents a $3.90 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend was Friday, June 12th. Broadridge Financial Solutions’s payout ratio is currently 41.76%.

About Broadridge Financial Solutions (Free Report)

Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.

Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.

Featured Stories Five stocks we like better than Broadridge Financial Solutions Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding BR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report).

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New Tokenization Pulse Survey reveals increasing strategic importance and investment, with firms focused on a hybrid market infrastructure

, /PRNewswire/ -- Tokenization is no longer a future-state concept, as financial institutions increasingly view it as a strategic priority and prepare for a future in which digital and traditional assets operate side by side. Broadridge Financial Solutions, Inc. (NYSE: BR) today released findings from its inaugural Broadridge Tokenization Pulse Survey, which reveals that firms are moving beyond exploration and are now focusing on how tokenization will reshape products, workflows, and markets in the years ahead.

Among the survey's key findings:

84% of firms say tokenization is strategically important to their organization. 68% believe tokenization will partially reshape financial markets within the next three to five years. 69% plan to hybridize existing infrastructure rather than build fully separate systems. 92% expect digital and traditional assets to coexist for the foreseeable future. Nearly one-third plan to increase tokenization investment by 26% to 50% or more over the next two years. "Across the industry, there is clear recognition that tokenization has the potential to reshape how assets are issued, traded, financed, and serviced," said German Soto Sanchez and Mark Nichols, Co-Presidents of Digital Assets at Broadridge. "These survey results underscore both the opportunities and challenges firms face as they seek to connect digital and traditional assets, support governance and controls, and build markets that are efficient, resilient, and trusted."

The report highlights that adoption is progressing at different stages across the industry. Capital markets firms are leading implementation efforts, while asset managers and wealth managers continue to build capabilities and evaluate operating models. The findings also suggest that public market funds may be among the leading areas of early adoption, with 80% of respondents expecting tokenized mutual funds and money market funds to play a meaningful role within five years. By contrast, expectations for equities are more muted, with only half expecting meaningful tokenization over the same time period.

While enthusiasm is growing, the demand picture remains mixed. Among capital markets firms, market infrastructure developments are viewed as being on par with institutional demand as the top source of urgency (22% each). Asset managers place even greater emphasis on market infrastructure developments (28%), followed by broader market momentum (25%). The findings suggest that demand for tokenization is building most quickly in areas where it can deliver clear utility and tangible market outcomes.

Download the full report and explore all findings, here.

Methodology

Broadridge commissioned Phronesis Partners to conduct this survey. The study surveyed 200 senior decision-makers across wealth management, asset management, capital markets, and digital asset firms in the United States and Canada.

About Broadridge's Tokenization Solutions

Broadridge enables on-chain proxy voting and governance, digital asset infrastructure including post trade, wallets and custody, and the scaling of digital asset capabilities across multiple asset classes. Broadridge's governance platform serves all models of tokenized securities, including issuer-listed models, synthetic securities issued outside the United States, and third-party tokenized shares within the United States, helping ensure investors receive the same rights and protections regardless of how assets are structured or owned.

Broadridge's Distributed Ledger Repo (DLR) solution is the world's largest institutional platform for settling tokenized real assets, tokenizing approximately over $365 billion a day. As tokenization gains momentum across financial services, Broadridge is meeting the complexity of operating across traditional and digital ecosystems with established scale, critical market knowledge, and technological expertise.

About Broadridge

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. 

Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than $15 trillion of securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

For more information about us, please visit www.broadridge.com.

Broadridge Contacts:

Investors: 
[email protected]

Media:
Gregg Rosenberg
Global Head of Corporate Communications
[email protected]

SOURCE Broadridge Financial Solutions, Inc.

International bank selects BRx Match to support growing transaction volumes and ISO 20022 compliance across global markets

, /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, today announced that Centralised Raiffeisen International Services & Payments S.R.L. (CRISP), the shared service centre for Raiffeisen Bank International (RBI), has upgraded to Broadridge's next-generation reconciliation platform BRx Match. The implementation supports CRISP's growing business requirements to enhance efficiency, transparency and accuracy across a host of markets spanning Europe and Asia, while reducing exposure to risk.

"Having a modernized, scalable reconciliation platform is critical for maintaining operational excellence and meeting regulatory requirements in today's rapidly evolving landscape," said Andreea-Beatrice Manea, General Manager at CRISP. "Our longstanding relationship with Broadridge has consistently delivered value, and this upgrade to BRx Match provides us with the advanced technology we need to support our ambitious growth plans, all the while ensuring compliance with the latest industry standards."

Building upon a trusted and highly successful business relationship that began in 2009, this long-term agreement marks a significant advancement in CRISP's reconciliation technology infrastructure. The new deployment will enable CRISP to handle its projected fourfold increase in transaction volumes across its operating regions.

"This expansion of our relationship with CRISP demonstrates Broadridge's ability to support complex, multi-market reconciliation requirements," said Sandeep Saggi, General Manager, Regulatory Solutions and Data Control at Broadridge. "As financial institutions look to modernise their reconciliation processes while adapting to industry changes, our next-generation platform provides the technological foundation they need for future success."

The BRx Match platform's cloud-based architecture delivers enhanced automation capabilities, improved exception management, and seamless integration with ISO 20022 messaging standards. It will support CRISP's operations across a total of 14 markets including the DACH region, Central and Eastern Europe and Asia, representing both new implementations and migrations from previous Broadridge reconciliation solutions.

About Broadridge

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.

Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

For more information about us, please visit www.broadridge.com 

Broadridge Contacts:

Investors:
[email protected]           

Media:
[email protected] 

SOURCE Broadridge Financial Solutions, Inc.

The milestone marks the expansion of Ondo – the leader in tokenized securities by total value – into the U.S. For the first time, U.S. listed securities – BlackRock's iShares Core S&P 500 (IVV) ETF and Micron (MU) shares – were tokenized by a third party on a public blockchain while staying within the existing U.S. regulatory and infrastructure framework Broadridge will enable holders of the tokenized securities to participate in proxy voting and receive regulatory disclosures, seamlessly providing token holders with the same protections and rights as holders of traditional securities Investors in securities tokenized by Ondo will have a common voting and shareholder communications platform and experience for synthetic and custodial tokenized securities leveraging Broadridge's ProxyVote.com platform , /PRNewswire/ -- Ondo Finance today announced the first live solution of third-party tokenized U.S. securities operating entirely within the existing regulatory perimeter in the U.S., in partnership with Broadridge Financial Solutions Inc., (NYSE: BR) to provide full voting rights for tokenized equity holders.

In its January 2026 statement on tokenized securities, the SEC described a custodial model in which a third party holds an issuer's securities and issues crypto assets representing a holder's entitlement to the underlying security. Ondo's launch of tokenized BlackRock iShares Core S&P 500 (IVV) ETF and Micron (MU) stock are the first production deployments of that model in the U.S.

Under this model, which closely follows the SEC's third-party custodial model, the underlying shares never leave the traditional U.S. regulated custody chain. Ondo's registered transfer agent mints corresponding tokens, backed 1:1 by those shares, which are issued on the Ethereum blockchain and held by regulated custodians. Each token holder will receive the same shareholder rights and protections as shareholders holding through U.S. brokerage accounts receive, including issuer communications and onchain proxy voting through Broadridge's ProxyVote.com platform.  Transfer restrictions are enforced by the participating broker-dealer, transfer agent, and custodian in accordance with existing regulatory requirements and practices, maintaining full regulatory compliance.

"Tokenized Securities in the U.S. are too often framed as a binary choice between competing models and tokenization providers. This is a false premise. Ondo has built the regulatory, product, and service infrastructure to support all major models within the United States. Today's milestone shows we can tokenize securities in ways that meet both market and regulatory requirements, for U.S. and global investors and provides a strong foundation for our expanding access to onchain investments for more U.S. investors," said Ian De Bode, CEO of Ondo Finance.

Today's announcement marks a major step forward for tokenized securities in the United States. Until now, tokenized securities have largely operated outside the U.S. or have required issuer sponsorship on an issuer-by-issuer basis. This model brings them inside the U.S. regulatory perimeter, with the underlying securities held in the same infrastructure that custodies U.S. securities today. This new structure shows how the benefits of tokenization can be attained while preserving the safeguards, recordkeeping, and market infrastructure that underpin U.S. capital markets.

"Tokenization will only scale when it delivers both innovation and investor confidence," said Doug DeSchutter, President of Broadridge's Investor Communication Solutions business. "By enabling proxy voting, issuer communications, and regulatory disclosures for Ondo's token holders, we're living up to our promise to empower investors and issuers by providing them with the full range of trusted governance capabilities for tokenized securities regardless of how assets are structured."

The launch is another milestone in realizing Broadridge's strategy to enable the adoption of tokenized securities by ensuring that they are supported by governance capabilities with the highest standards for auditability, accountability, and investor protection and comply with U.S. regulatory guidelines. Broadridge supports all models of tokenized securities, including issuer-listed models, synthetic tokenized securities issued outside the United States, and now, third-party tokenized shares within the U.S. by ensuring that investors get the critical communications they need to exercise their voting rights and stay informed about their investments.

About Ondo Finance

Ondo Finance is a blockchain-based technology company focused on tokenizing real-world assets and bringing institutional-quality financial products onchain. By bridging traditional finance and decentralized infrastructure, Ondo aims to make capital markets more accessible, transparent, and efficient.

The Global Markets platform for Ondo tokenized securities outside of the U.S. currently supports more than $1 billion in tokenized securities across 430+ tokenized stocks & ETFs. This launch expands Ondo's tokenization footprint into the U.S., to enable third-party issuance of tokenized security entitlements for major ETFs and stocks.

Oasis Pro TA, LLC, an SEC-registered transfer agent and indirect wholly owned subsidiary of Ondo Finance Inc., issues the tokenized security entitlements in the new model herein described. Such tokenization services are not a regulated activity of Oasis Pro TA, LLC.

About Broadridge's Tokenization Solutions

Broadridge enables onchain proxy voting and governance, digital asset infrastructure including post-trade, wallets and custody, and the scaling of digital asset capabilities across multiple asset classes. Through these innovations, Broadridge is helping financial institutions unlock the next era of digital asset investing.

Broadridge's Distributed Ledger Repo solution is the world's largest institutional platform for settling tokenized real assets. As tokenization gains momentum across financial services, Broadridge is meeting the complexity of operating across traditional and digital ecosystems with established scale, critical market knowledge, and technological expertise.

About Broadridge

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.

Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

For more information about us, please visit www.broadridge.com

SOURCE Ondo Finance

BR benefits from recurring SaaS revenues, acquisitions and strong shareholder returns, but competition and liquidity risks remain.

Strategic AI partnership helping secure critical software in the AI era

, /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced it has joined Anthropic's Project Glasswing, a new industry initiative focused on using frontier AI models to help secure the world's most critical software and strengthen cyber defense. Broadridge's participation underscores its commitment to supporting the security of the financial services industry.

"Cybersecurity is fundamental to the resilience of financial markets," said Tim Gokey, CEO of Broadridge. "We are participating in Project Glasswing to apply frontier AI models to our own systems, helping us stay ahead of emerging threats and supporting a safer financial ecosystem."

Project Glasswing brings together organizations that build or maintain software for critical infrastructure, including financial services, to address a rapidly evolving threat landscape. As part of the initiative, participants will use Claude Mythos Preview, Anthropic's unreleased frontier model, to strengthen defensive security efforts across foundational systems that represent a significant portion of the world's shared cyberattack surface.

About Broadridge

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.

Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

For more information about us, please visit www.broadridge.com 

Broadridge Contacts:

Investors:
[email protected]               

Media:
[email protected] 

SOURCE Broadridge Financial Solutions, Inc.

Building on its market-leading Distributed Ledger Repo platform, Broadridge delivers the infrastructure that institutional firms need to scale digital and traditional assets on a single platform

, /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global fintech leader, today announced a comprehensive expansion of its tokenization capabilities, providing institutional firms the infrastructure to operate across tokenized and traditional securities on a single, integrated platform.

Broadridge supports institutional trading at scale by reducing operational complexity from execution to settlement for more than $15 trillion in assets per day. Today's announcement marks the extension of Broadridge's market-leading multi-asset capabilities to support the trading of tokenized assets across its order, execution, and post-trade infrastructure.

"Broadridge is already a leader in tokenization with our Distributed Ledger Repo solution platform, which tokenizes more than $365 billion every day," said Frank Troise, President of Broadridge's Global Capital Markets business. "Now, we're delivering a suite of capabilities that support the trading of tokenized securities across our infrastructure with the established systems, controls, and workflows institutional investors rely on every day. Bringing together digital innovation with proven trading, connectivity, and post-trade infrastructure will enable our clients to unlock liquidity and reduce friction across their operations while maintaining the scale, operational resilience, and regulatory compliance required in global capital markets."

As demand for tokenized securities grows, the core requirements of institutional trading remain the same - standardized protocols for issuance, transfer, settlement, and asset servicing as well as interoperability across firms and venues. Broadridge is powering that evolution by enhancing its key capabilities to support a tokenized market structure that delivers the reliability, consistency, and operational integrity expected in today's capital markets.

A Single Tokenization Engine Across Asset Classes
To make this happen, Broadridge has extended the core tokenization engine behind its Distributed Ledger Repo solution, built for regulated institutional settlement and proven in Fixed Income, to also support equities, funds, alts, and money market instruments within a single, consistent framework. Institutions can now operate with one set of tokenization rails, one governance standard, and one operational model across their entire tokenized asset portfolio.

Post-Trade Precision for a Tokenized Multi-Asset World
Broadridge's post-trade infrastructure now supports tokenized and traditional assets within the same processing ecosystem and control framework. Institutions can process tokenized securities, fractionalized assets, and crypto-related holdings alongside conventional instruments using consistent workflows, controls, reconciliation, and reporting standards. By building on existing post-trade infrastructure, Broadridge is enabling clients to integrate tokenized assets with greater speed, lower cost, and less operational complexity.

Direct Connectivity to Major Blockchain Networks
Broadridge connects directly to major public and permissioned Layer 1 blockchain networks (e.g. Canton, ETH, EVM compatible), giving institutions a single integration point across the distributed infrastructure landscape. This allows operations teams to manage business workflow, oversight, and risk through familiar controls, while Broadridge manages the underlying connectivity complexity required to support a multi-network market environment.

Institutional-Grade Order Routing and Connectivity
Broadridge's CQG and NYFIX capabilities help firms incorporate crypto and tokenized asset trading into existing workflows by combining front-end trading access, intelligent order routing, and connectivity across a broad execution ecosystem. Through our existing capabilities, Broadridge provides connectivity to leading crypto exchanges and prediction markets that support multi-asset trading, while NYFIX extends institutional-grade order routing and connectivity through standardized messaging. With millions of trades routed each day, Broadridge brings the scale, resilience, and market reach institutions need to incorporate tokenized assets into existing trading operations with confidence.

End-to-End Corporate Actions and Governance — Across Every Model
Broadridge delivers the full corporate actions and governance lifecycle across tokenized and traditional securities on a single platform, under a single governance standard. Dividend processing, mandatory and voluntary corporate actions, proxy voting, and on-chain governance for tokenized equities all flow through Broadridge's existing infrastructure. Whether assets sit in traditional custodial accounts, digital wallets, or on-chain, investors receive consistent entitlements, consistent disclosure, and consistent voting access.

About Broadridge's Tokenization Solutions
Broadridge enables on-chain proxy voting and governance, digital asset infrastructure including post trade, wallets and custody, and the scaling of digital asset capabilities across multiple asset classes. Through these innovations, Broadridge is helping financial institutions unlock the next era of digital asset investing.

Broadridge's Distributed Ledger Repo (DLR) solution is the world's largest institutional platform for settling tokenized real assets, tokenizing approximately over $365 billion a day. As tokenization gains momentum across financial services, Broadridge is meeting the complexity of operating across traditional and digital ecosystems with established scale, critical market knowledge, and technological expertise.

About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resilience, elevating business performance, and transforming investor experiences.

Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

For more information about us, please visit www.broadridge.com

Broadridge Contacts:

Investors:
[email protected]           

Media:
[email protected]

SOURCE Broadridge Financial Solutions, Inc.

New UK delivery center strengthens Broadridge's global footprint and enhances resilient, near-shore operational support for leading global financial institutions NEW YORK and GLASGOW, Scotland, May 14, 2026 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced the opening of a newly established Glasgow center to provide technology-led business process outsourcing (BPO) services, further advancing the company's international expansion strategy aligned to global client demand. "We are proud to be expanding our international presence and Glasgow is an important strategic investment for Broadridge and a natural choice for the next phase of our BPO growth," said Mike Sleightholme, President of Broadridge International.