Broadridge Financial Solutions Inc
NYSE:BR

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Broadridge Financial Solutions Inc Logo
Broadridge Financial Solutions Inc
NYSE:BR
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Price: 232.02 USD 0.49% Market Closed
Market Cap: 27.1B USD

Broadridge Financial Solutions Inc
Investor Relations

Broadridge Financial Solutions Inc. traces its roots back to the bustling days of the early 2000s, a time when financial transactions were rapidly transitioning into the digital age. Emerging from this evolving landscape, Broadridge assumed a pivotal position by providing the necessary infrastructure to facilitate seamless communication and operational efficiency within the financial services industry. At its core, the company functions as a backbone for investor communications and technology-driven solutions. By partnering with banks, brokers, and asset managers, Broadridge manages complex record-keeping processes, enabling these institutions to focus on their primary financial activities. Through its comprehensive suite of services, Broadridge assists clients in maintaining regulatory compliance by managing shareholder communications, such as distributing proxy materials and annual reports. This positions Broadridge as an indispensable ally in the meticulous world of financial governance.

Financially, Broadridge monetizes its offerings by charging service fees for its extensive portfolio, which spans both recurring revenue from long-term contracts and event-driven transactions. The company’s business model capitalizes on the necessity for financial firms to remain compliant and efficient in communications, transaction processing, and data management. Beyond its foundational services, Broadridge explores new frontiers through digital transformation initiatives, leveraging technology to enhance its offerings in areas such as AI-driven insights and blockchain advancements. Thus, Broadridge not only secures a steady revenue stream but also aligns itself with cutting-edge innovations, ensuring its relevance in an ever-evolving financial landscape. Through these strategies, Broadridge Financial Solutions Inc. solidifies its role as a cornerstone of the financial services ecosystem, thriving on the complexity it adeptly simplifies for its clients.

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Last Earnings Call
Fiscal Period
Q1 2026
Call Date
Nov 4, 2025
AI Summary
Q1 2026

Strong Start: Broadridge reported a robust first quarter, with recurring revenue growth at the high end of guidance and adjusted EPS up 51%.

Guidance Raised: Recurring revenue growth outlook was increased to the higher end of the 5%-7% range, while EPS guidance was reaffirmed at 8%-12% growth.

Event-Driven Boost: Event-driven revenues were $114 million, well above average, mainly due to a large mutual fund proxy event.

Digital Asset Impact: $4 million in digital asset revenues were recognized from Broadridge's role as a super validator on the Canton network, and a $46 million unrealized gain in coin holdings was recorded.

Healthy Position Growth: Equity positions grew 12% and fund positions grew 2%, with management expecting continued strong momentum.

Strategic Investments: Two tuck-in acquisitions were completed; $150 million of shares repurchased; further focus on digital assets and tokenization.

Sales Pipeline Solid: Closed sales totaled $33 million for the quarter, with a full-year target of $290-$330 million reaffirmed.

Key Financials
Recurring Revenue Growth (constant currency)
8%
Adjusted EPS
$1.51
Event-Driven Revenue
$114M
Closed Sales
$33M
Free Cash Flow
$13M
Adjusted Operating Income Margin
15.8%
ICS (Governance) Recurring Revenue
$518M
GTO Revenue Growth
12%
Capital Markets Revenue Growth
6%
Wealth and Investment Management Revenue Growth
22%
Equity Position Growth
12%
Fund Position Growth
2%
Trade Volumes
Up 17%
Retention Rate
98%
Interest Expense
$24M
Digital Asset Revenue (Canton Network)
$4M
Unrealized Gain on Digital Assets
$46M
Total Revenue
$1.6B
Earnings Call Recording
Other Earnings Calls

Management

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

Contacts

Address
NEW YORK
Lake Success
5 Dakota Dr
Contacts
+15164725400.0
www.broadridge.com