Broadridge Financial Solutions, Inc. ofrece servicios especializados de tecnología y comunicaciones diseñados para el sector financiero. Su división de Soluciones de Comunicación ...
Broadridge Financial Solutions, Inc. (NYSE: BR) is a global technology leader that powers investing, governance, and communications for the financial industry. Founded in 1962 as ADP Brokerage Services Group and spun off from Automatic Data Processing (ADP) in 2007, the company has evolved into a critical infrastructure provider for capital ...Broadridge Financial Solutions, Inc. (NYSE: BR) is a global technology leader that powers investing, governance, and communications for the financial industry. Founded in 1962 as ADP Brokerage Services Group and spun off from Automatic Data Processing (ADP) in 2007, the company has evolved into a critical infrastructure provider for capital markets, wealth management, and corporate governance. With over 15,000 associates across 21 countries, Broadridge serves more than 10,000 public companies and financial institutions, trusted with processing over $15 trillion in securities transactions daily.
The company operates through two primary segments: Investor Communication Solutions (ICS) and Global Technology and Operations (GTO). The ICS segment specializes in proxy processing and investor communications, handling the distribution of proxy materials for equity securities and mutual funds, electronic voting through platforms like ProxyEdge, and regulatory disclosures. It also provides tax reporting, class action administration, and corporate reorganization services. This segment further offers data-driven solutions and multi-channel content management via the Broadridge Communications Cloud, assisting clients with SEC filings, capital market transactions, and integrated customer communication strategies.
The GTO segment streamlines the entire trade lifecycle across asset classes including equities, mutual funds, fixed income, foreign exchange, and derivatives. Services encompass order capture, execution, trade confirmation, margin management, clearance and settlement, reference data, reconciliations, securities financing, collateral management, asset servicing, regulatory compliance, portfolio accounting, and custody. Broadridge also provides outsourced business operations and sophisticated tools for portfolio management, compliance, fee billing, and operational support, catering to capital markets and wealth management firms.
Financially, Broadridge has demonstrated robust performance with revenue of US$6.507 billion in 2024. The company maintains strong profitability metrics, including a net profit margin of 15% and an EBITDA margin of 25.4%. Its market capitalization stands at approximately $19.26 billion, and it trades on the New York Stock Exchange under the ticker BR. The company has a history of consistent dividend payments, reflecting its commitment to shareholder returns.
Under the leadership of CEO Tim Gokey, who took the helm in January 2019, Broadridge has focused on innovation and digital transformation, notably expanding its cloud-based solutions and AI-driven analytics. The leadership team includes President Chris Perry and Chairman Richard J. Daly. The company's strategic priorities include enhancing client engagement, driving operational efficiency, and expanding its presence in high-growth areas such as environmental, social, and governance (ESG) reporting and digital asset services.
Broadridge's competitive advantages lie in its trusted expertise, regulatory knowledge, and expansive network. The company is recognized as a vital partner for financial institutions navigating complex regulatory landscapes and demanding technological change. Its investments in research and development (though R&D spend appears low, the company emphasizes innovation) and strategic acquisitions aim to solidify its market position and deliver long-term value to clients and shareholders alike.
Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal
InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo.
TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo.
IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores).
$7.5B
+8.5%
+13.7%
Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día.
$1.1B
+33.9%
+44.0%
Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión.
+31.8%
+2.5%
+19.6%
Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas).
+17.4%
+0.8%
+33.6%
Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas.
+15.0%
+23.4%
+26.6%
Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones.
$1.3B
+21.0%
+136.2%
Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero.
+17.1%
+11.5%
+107.7%
Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro.
123.8%
-4.9%
+2.4%
Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico.
1.24x
+26.6%
+31.0%
Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo.
Operator: Good morning, everyone, and welcome to the Broadridge Fiscal Fourth Quarter and Full Year 2026 Earnings Conference Call. [Operator Instructions] Please also note, today's event is being recorded. At this time, I'd like to turn the floor over to Edings Thibault, Head of Investor Relations. Please go ahead.
W. Thibault: Thank you, Jamie. Good morning, everybody, and welcome to Broadridge's Fourth Quarter and Fiscal Year 2026 Earnings Call. Our earnings release and the slides that accompany this call may be found on the Investor Relations section of broadridge.com. Joining me on the call this morning are Tim Gokey, our CEO; and our CFO, Ashima Ghei. Before I turn the call over to Tim, a few standard reminders. One, we will be making forward-looking statements on today's call regarding Broadridge that involve risks. A summary of these risks can be found on the second page of the slides and a more complete description on our annual report on Form 10-K, which will be filed later today. Two, we'll also be referring to several non-GAAP measures, which we believe provide investors with a more complete understanding of Broadridge's underlying operating results. An explanation of these non-GAAP measures and reconciliations to the comparable GAAP measures can be found in the earnings release and presentation. Let me now turn the call over to Tim Gokey. Tim?
Timothy Gokey: Thank you, Edings, and good morning. I'm excited to join you this morning to talk about our strong financial results. I'm even more excited to talk about the progress that we are making, building the infrastructure for the financial markets of tomorrow, markets that will be digitized, agentic and increasingly tokenized. Because the real story of fiscal '26 is that Broadridge is delivering today and building for tomorrow. Now turning to the headlines. First, Broadridge delivered strong financial results. Fiscal year 2026 revenue rose 8% in constant currency, adjusted EPS rose 12%, and thanks to record fourth quarter, closed sales rose to $305 million. Second, Broadridge is executing across governance, capital markets and wealth while building the infrastructure for the markets of tomorrow by driving digital communications, scaling agentic AI and accelerating tokenized assets. Third, as I just noted, we are building the infrastructure for tokenized securities, and we expect the evolution to tokenized markets will be a significant tailwind for Broadridge. Fourth, we returned over $1 billion to our shareholders in fiscal '27 in the form of our dividend and a record $600 million in buybacks. And last night, our Board approved a 12% increase in our dividend. We've now raised our annual dividend in each of the 20 years that we've been a public company, underscoring our commitment to creating long-term shareholder value. Fifth and last, as we look ahead to fiscal '27, we expect to drive another year of steady growth while continuing to fund our digital, agentic platform and tokenization …