Broadridge Financial Solutions, Inc.'s Stock Analysis

Broadridge Stockholders Approve Key Management Proposals

On November 13, 2025, Broadridge Financial Solutions held its 2025 Annual Meeting of Stockholders, where stockholders approved all management proposals. These included the election of eight directors for one-year terms, an advisory vote on executive compensation, and the ratification of Deloitte & Touche LLP as independent public accountants for the fiscal year ending June 30, 2026.

The election of directors ensures continuity in leadership, while the approval of executive compensation reflects stockholder support for management's pay practices. Additionally, the appointment of Deloitte & Touche LLP as auditors may influence investor confidence regarding the company's financial reporting and oversight for the upcoming fiscal year.

Nov 14, 2025 16:19:23

Broadridge Financial Solutions Investor Presentation Highlights November 2025

Broadridge Financial Solutions, Inc. recently published its November 2025 investor presentation, outlining its business model and growth strategy. The company reported $4.5 billion in recurring revenue for FY 2025 and targets a 7-9% growth in recurring revenue for FY 2024-2026. Broadridge operates within a $225 billion addressable market, with a focus on capital markets and wealth management, and emphasizes its unique network that supports various financial services. Its strategic initiatives include expanding governance capabilities and enhancing digital solutions to drive engagement and compliance.

The presentation also highlighted key performance indicators such as a 10% compound annual growth rate (CAGR) in recurring revenue and a 19% CAGR in adjusted earnings per share (EPS). Broadridge's financial model aims for sustainable long-term growth with a balanced capital allocation strategy, targeting mid-to-high teen returns on invested capital. The company processed over 7 billion regulatory and customer communications annually and continues to innovate in technology to meet evolving market demands.

Nov 14, 2025 08:49:22

Broadridge Declares Quarterly Dividend of $0.975 Per Share

Broadridge Financial Solutions, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.975 per share. This dividend is set to be payable on January 5, 2026, to stockholders who are on record as of the close of business on December 12, 2025.

The company, a global technology leader in financial services, emphasizes its role in facilitating investment and governance through its technology and operations platforms. Broadridge processes over 7 billion communications annually and supports daily trading activities exceeding $15 trillion in various securities. The company is part of the S&P 500 Index and employs over 15,000 associates across 21 countries.

Nov 13, 2025 12:05:31

Broadridge Financial Solutions Reports First Quarter Fiscal 2026 Results

Broadridge Financial Solutions announced its financial results for the first quarter of fiscal year 2026, reporting total revenues of $1.589 billion, a 12% increase from the previous year. Recurring revenues grew by 9% to $977 million, while event-driven revenues saw a significant increase of 81% to $114 million. The company achieved a net earnings increase of 107% to $165 million, with diluted earnings per share rising to $1.40. Broadridge also made two acquisitions during the quarter and repurchased $150 million of its shares.

The company raised its outlook for recurring revenue growth for fiscal year 2026, now expecting it to reach the higher end of the 5-7% guidance range. Broadridge reaffirmed its guidance for adjusted earnings per share growth of 8-12% and projected closed sales between $290 million and $330 million. The effective tax rate for the quarter was 22.4%, up from 20.4% a year ago, primarily due to increased pre-tax income relative to discrete tax benefits.

Nov 04, 2025 07:59:13

Broadridge Financial Solutions Updates Investor Presentation and Financial Metrics

Broadridge Financial Solutions, Inc. has published its September 2025 investor presentation on its website, detailing the company's financial performance and strategic objectives. The company reported $4.5 billion in recurring revenue for FY 2025 and aims for a 7-9% growth in recurring revenue through FY 2026. Broadridge's adjusted EPS growth objective is set at 8-12% for the same period. The firm serves a $225 billion addressable market with a unique business model that supports critical operations in financial services.

The presentation highlights Broadridge's focus on digitization, regulatory compliance, and enhancing its technology offerings to meet market demands. It also outlines key performance indicators such as revenues, recurring revenue growth, and position growth metrics. The company emphasizes its reliance on a small number of clients and the necessity of maintaining favorable pricing terms to ensure continued service usage. Risks identified include potential cybersecurity threats, market conditions, and the ability to attract and retain key personnel.

Sep 05, 2025 08:06:56

Broadridge Secures $750 Million Term Loan for Corporate Use

Broadridge Financial Solutions has entered into a term credit agreement with a total loan commitment of $750 million, which was fully drawn on August 21, 2025. The funds will be used primarily to repay existing debt under a previous credit agreement and for general corporate purposes. The loan matures three years from the closing date and includes provisions for voluntary prepayment without penalties, although amounts repaid cannot be reborrowed.

The term credit agreement includes various affirmative and negative covenants, such as limitations on additional debt and asset transfers, as well as restrictions on certain corporate actions. The loan carries an interest rate based on Term SOFR, starting at Term SOFR plus 1.250% and subject to adjustments based on credit ratings. Events of default could lead to acceleration of repayment and cancellation of commitments, underscoring the importance of compliance with the agreement's terms.

Aug 21, 2025 16:15:47

Broadridge Increases Dividend and Reports Fiscal Year Results

Broadridge Financial Solutions reported its financial results for the fourth quarter and fiscal year ending June 30, 2025, highlighting a 7% growth in recurring revenues and an 11% increase in adjusted earnings per share, reaching $8.55. The company also announced closed sales of $288 million and a total revenue increase of 6% to $6.89 billion for the fiscal year. Operating income rose by 17%, reflecting improved margins and effective cost management. Broadridge's board declared a quarterly dividend of $0.975 per share, marking an 11% increase in the annual dividend to $3.90, continuing a trend of annual increases for 19 consecutive years since becoming public in 2007.

Additionally, Broadridge announced the acquisition of Acolin Group Holdco Limited for approximately $70 million, which is expected to enhance its European fund distribution capabilities. The company anticipates continued growth, projecting a recurring revenue increase of 5-7% and an adjusted EPS growth of 8-12% for fiscal year 2026. The positive financial performance and strategic investments position Broadridge favorably within the market, potentially influencing investor sentiment.

Aug 05, 2025 07:59:48

Broadridge Declares Quarterly Dividend of $0.88 Per Share

Broadridge Financial Solutions, Inc. has announced a quarterly cash dividend of $0.88 per share, which is set to be paid on July 2, 2025. Stockholders must be on record by the close of business on June 12, 2025, to receive this dividend. Broadridge Financial Solutions is a global leader in financial technology with revenues exceeding $6 billion. The company provides essential infrastructure for investing, corporate governance, and communications, serving banks, broker-dealers, asset managers, and public companies. Broadridge is part of the S&P 500 Index and employs over 14,000 people across 21 countries.

May 13, 2025 11:20:40

Broadridge Financial Solutions Announces FY24 Revenue and Growth Targets

Broadridge Financial Solutions, Inc. reported a recurring revenue of $4.2 billion for fiscal year 2024, with a growth objective of 7-9% for the period from FY24 to FY26. The company also highlighted a significant total addressable market of $225 billion, of which over $60 billion is considered vended. The firm aims for an adjusted earnings per share (EPS) growth of 8-12% during the same period, underscoring its strategic focus on expanding its market presence and enhancing shareholder returns through a consistent earnings growth model.

The company operates in a competitive landscape, providing essential services to various financial market participants, including broker-dealers, wealth managers, and institutional investors. Broadridge emphasizes its unique platform-based business model, which supports a recurring revenue structure and aims to drive sustainable growth. Additionally, the firm plans to invest in technology and innovation to meet evolving client demands, while maintaining a balanced approach to capital allocation, including dividends and potential share repurchases.

May 09, 2025 08:45:05

Broadridge Reports 7% Revenue Growth and EPS Increase

Broadridge Financial Solutions, Inc. reported its financial results for the third quarter of fiscal year 2025, with total revenues rising 5% to $1.812 billion compared to the same period last year. Recurring revenues grew by 7% to $1.204 billion, with a constant currency growth of 8%. The company also reported a 15% increase in diluted earnings per share (EPS) to $2.05 and a 9% growth in adjusted EPS to $2.44. Operating income rose by 14% to $345 million, with an operating income margin of 19.0%. For the nine months of fiscal year 2025, total revenues increased by 6% to $4.824 billion, with net earnings up 24% to $465 million and adjusted net earnings increasing by 17% to $592 million.

The company reaffirmed its fiscal year 2025 guidance, projecting recurring revenue growth in constant currency between 6% to 8% and adjusted EPS growth in the middle of the 8% to 12% range. Closed sales are now estimated to be between $240 million and $300 million, a revision from the previous range of $290 million to $330 million. Broadridge's performance highlights its resilience amid market uncertainties, supported by organic growth in its Investor Communication Solutions and Global Technology and Operations segments, as well as contributions from acquisitions.

May 01, 2025 07:58:31