Broadridge Financial Solutions, Inc. delivers specialized technology and communication services designed for the financial sector. Its Investor Communication Solutions division is responsible ...
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Est. EPS $1.37 · Revenue $1.65B · 5 analysts
$3.90 per share
Est. EPS $1.78 · Revenue $1.79B · 5 analysts
Est. EPS $3.00 · Revenue $2.07B · 3 analysts
$3.90 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $7.5B | +8.5% | +13.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $1.1B | +33.9% | +44.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +31.8% | +2.5% | +19.6% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +17.4% | +0.8% | +33.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +15.0% | +23.4% | +26.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $1.3B | +21.0% | +136.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +17.1% | +11.5% | +107.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 123.8% | -4.9% | +2.4% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.24x | +26.6% | +31.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $8.9B | +4.7% | +1.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 9.60 vs 9.55 | +0.5% | 3.44 vs 3.76 | -8.4% |
| Revenue Surprise | $7.5B vs $7.4B | +0.7% | $2.2B vs $2.2B | +2.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | Stingi Richard John | officer: Corporate VP and CHRO | Common Stock | A | 2,172 | — |
| Aug 12, 2026 | PERRY CHRISTOPHER JOHN | director, officer: President | Common Stock | A | 9,308 | — |
| Aug 12, 2026 | Gokey Timothy C | director, officer: CEO | Common Stock | A | 33,265 | — |
| Aug 12, 2026 | Ghei Ashima | officer: CFO | Common Stock | A | 466 | — |
| Aug 12, 2026 | DESCHUTTER DOUGLAS RICHARD | officer: Co-President ICS | Common Stock | A | 1,783 | — |
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 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Timothy C. Gokey | Chief Executive Officer, Executive Officer & Executive Director | USD 2,671,464 | Male | 1962 | Active |
Christopher J. Perry | President & Director | USD 2,058,584 | Male | 1962 | Active |
Thomas Carey | Executive Officer, President of GTO and Global Head of Product & Technology | USD 1,909,739 | Male | 1972 | Active |
Hope Jarkowski | Corporate Vice President, Executive Officer & Chief Legal Officer | USD 1,105,082 | Female | 1976 | Active |
Ashima Ghei | Corporate Vice President, Executive Officer & Chief Finance Officer | USD 1,073,174 | Female | 1981 | Active |
Richard J. Daly | Chair Emeritus | — | Male | 1953 | Active |
Vincent G. Roux | Global Head of Corporate Development | — | Male | — | Active |
Roz Smith | Chief Operating Officer | — | Female | — | Active |
Gregg Rosenberg | Global Head of Corporate Communications | — | Male | — | Active |
Tyler Derr | Chief Technology Officer | — | Male | — | Active |
W. Edings Thibault | Head of Investor Relations & Corporate Communications | — | Male | — | Active |
Bank of America Corp DE cut its stake in shares of Broadridge Financial Solutions, Inc. (NYSE: BR) by 19.4% in the undefined 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
Broadridge's unified governance platform enables xStocks holders to submit voting preferences for shares underpinning their tokenized equities, closing one of the clearest gaps between tokenized equities and traditional stock ownership NEW YORK, Aug. 5, 2026 /PRNewswire/ -- Broadridge Financial Solutions, Inc., (NYSE: BR), a global Fintech leader, today announced Broadridge's unified governance platform will support shareholder communications and proxy voting for eligible holders of xStocks, the industry-leading tokenized equities framework developed by Payward Services, the B2B infrastructure platform from Payward. "The endgame for tokenization was never just building faster programmable capital markets.
Broadridge 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.
Broadridge's results remain resilient, despite the market's fears of disruption.
Release Date: August 04, 2026For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Broadridge Fin
