Broadridge Financial

Broadridge Financial Solutions, Inc. engages in the provision of investor communications and technology solutions to banks, broker-dealers, mutual funds, and corporate issuers. It operates through the following segments: Investor Communication Solutions and Global Technology and Operations. The Investor Communication Solutions segment offers services for broker-dealer investor communication, customer communication, corporate issuer, advisor solutions, and mutual fund and retirement solutions. The Global Technology and Operations segment includes middle and back-office securities processing solutions, automation services, and business process outsourcing services. The company was founded in 1962 and is headquartered in Lake Success, NY.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Broadridge reports strong Q1 earnings, eyes organic growth opportunities

Broadridge's Q1 2023 earnings call showcased strong financial performance, with a focus on recurring revenue growth and margin expansion. The company is confident in its ability to deliver another strong year in fiscal '23, despite challenges in new bookings and closed sales expectations. Broadridge remains well-positioned to capitalize on opportunities in foundational technology and organic revenue growth.

Broadridge Financial reports strong Q2 earnings, eyes growth opportunities

Broadridge Financial's Q2 performance was robust, showcasing growth in key segments and reaffirming full-year guidance. Despite challenges like decelerating growth and potential macro headwinds, the company remains optimistic about sustaining growth targets and leveraging opportunities for further expansion.

Broadridge Financial excels in Q3, poised for sustained growth

Broadridge Financial delivered a strong Q3 performance with growth across key segments and expects steady top and bottom-line growth in the fourth quarter. The company is on track to meet or exceed its 3-year financial objectives, with a focus on enhancing free cash flow conversion and capital allocation strategies.

Broadridge Financial exceeds Q4 expectations, eyes growth opportunities in M&A

Broadridge Financial reported strong Q4 results, met or exceeded financial objectives, and announced plans for dividend increase, share repurchases, and potential M&A. The company expects mid- to high single-digit recurring revenue growth, margin expansion, and strong adjusted EPS growth in fiscal '24. Challenges include sales visibility uncertainties and managing sales timing.

Broadridge Financial reports strong Q1 performance and outlines growth strategies

Broadridge Financial's Q1 2024 showcased robust financial performance and strategic initiatives for growth and margin expansion.
The company's strengths in modernizing investing, disciplined financial management, and competitive positioning bode well for future prospects.
While facing challenges in earnings impact and market competition, Broadridge eyes opportunities in debt reduction, strategic investments, and shareholder value creation.

Broadridge Financial reports strong Q2 results, eyes growth opportunities

Broadridge Financial's Q2 performance reflects a solid foundation for future growth, supported by strong revenue growth and a clear strategic vision. While facing challenges in customization and integration, the company's focus on innovation and client engagement positions it well for success. With a robust pipeline and confidence in meeting financial objectives, Broadridge is poised for continued growth and market leadership.

Broadridge Financial reports strong Q3 performance and growth outlook

Broadridge Financial's Q3 performance reflects solid growth in recurring revenue and adjusted EPS.
Despite challenges in regulatory communications timing, the company remains focused on growth and shareholder engagement.
Management's strategic focus on addressing client needs and enhancing digital capabilities positions Broadridge for long-term success.
Anticipated revenue growth and strong performance outlook indicate a positive trajectory for Broadridge Financial.

Broadridge posts record sales and dividend increase, eyes growth opportunities

Broadridge Financial's Q4 2024 performance reflects strong sales growth, financial stability, and shareholder value creation through dividends and buybacks.
The company's strategic focus on digitization, governance, and market expansion positions it well for sustained growth and profitability.
While facing challenges in maintaining growth targets, Broadridge has opportunities to leverage its strengths in technology, acquisitions, and market trends.

Broadridge Financial reports solid Q1 results, raises revenue guidance

Broadridge Financial delivered a strong performance in Q1 2025, with growth in governance and capital markets revenue. Despite challenges in Wealth and Investment Management, the company remains optimistic about the SIS acquisition and raised revenue guidance. The outlook for the year includes solid sales activity and confidence in revenue growth.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

NEW YORK , May 4, 2022 /PRNewswire/ -- USRowing is pleased to announce that global Fintech leader Broadridge Financial Solutions Inc. (NYSE: BR) has signed on as an Official USRowing Partner, supporting the organization and the U.S. Women's National Team. Working with USRowing, Broadridge will launch an elite athlete management program, providing a position for up to five women U.S. rowing national team hopefuls.

Broadridge Partners with USRowing to Support the U.S. Women's National Rowing Team

Broadridge Financial Solutions, Inc. (NYSE:BR ) Q3 2022 Earnings Conference Call May 3, 2022 8:30 AM ET Company Participants Edings Thibault - Head of Investor Relations Tim Gokey - Chief Executive Officer Edmund Reese - Chief Financial Officer Conference Call Participants Michael Young - Truist Patrick O'Shaughnessy - Raymond James Puneet Jain - JPMorgan Chris Donat - Piper Sandler Operator Good morning and welcome to the Broadridge Fiscal Third Quarter 2022 Earnings Conference Call. All participants will be in listen-only mode.

Broadridge Financial Solutions, Inc. (BR) CEO Tim Gokey on Q3 2022 Results - Earnings Call Transcript

Broadridge's (BR) third-quarter fiscal 2022 revenues increase year over year.

Broadridge's (BR) Q3 Earnings Surpass Estimates, Up Y/Y

Increasing Fiscal Year 2022 Adjusted EPS Growth Guidance to 13-15% from 11-15% Recurring Revenues grew 16% Diluted EPS was $1.49 and Adjusted EPS grew 10% to $1.93 Year-to-Date Closed sales grew 42% NEW YORK, May 3, 2022 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the third quarter ended March 31, 2022 of its fiscal year 2022. Results compared with the same period last year were as follows:   Summary Financial Results Third Quarter Nine Months Dollars in millions, except per share data 2022 2021 Change 2022 2021 Change Recurring fee revenues $1,012 $873 16% $2,560 $2,195 17% Total revenues $1,534 $1,390 10% $3,986 $3,462 15% Operating income $246 $239 3% $418 $397 5%      Margin 16.0% 17.2% 10.5% 11.5% Adjusted Operating income - Non-GAAP $313 $284 10% $631 $553 14%      Margin 20.4% 20.4% 15.8% 16.0% Diluted EPS $1.49 $1.40 6% $2.46 $2.44 1% Adjusted EPS - Non-GAAP $1.93 $1.76 10% $3.81 $3.47 10% Closed sales $58 $43 33% $170 $119 42% "Broadridge delivered another strong quarter, with 16% recurring revenue and 10% Adjusted EPS growth," said Tim Gokey, Broadridge's CEO.

Broadridge Reports Third Quarter Fiscal 2022 Results

Broadridge (BR) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Is a Surprise Coming for Broadridge (BR) This Earnings Season?

Broadridge's (BR) third-quarter fiscal 2022 earnings and revenues are expected to have increased year over year.

Is a Beat in the Cards for Broadridge (BR) in Q3 Earnings?

Advisory Group will consist of senior credit traders from AllianceBernstein, American Century Investments, BlackRock, Invesco, MetLife Investment Management, PIMCO, and PineBridge Investments  NEW YORK , April 28, 2022 /PRNewswire/ -- To further develop corporate bond trading and advance market structure, global Fintech leader Broadridge Financial Solutions Inc. (NYSE: BR) has formed a new Buy-Side Advisory Group for LTX, Broadridge's artificial intelligence (AI)-driven electronic trading platform. The Advisory Group will play a key role in evolving LTX and contributing to the development of solutions that drive greater efficiency and liquidity in the bond market.

Broadridge's LTX AI-Powered e-Trading Platform Launches New Buy-Side Advisory Group

NEW YORK , April 20, 2022 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) is scheduled to release its financial results for the fiscal year 2022 third quarter on Tuesday, May 3, 2022. Broadridge will host a webcast and conference call to discuss those results at 8:30 a.m.

Broadridge Schedules Webcast and Conference Call to Review Third Quarter Fiscal Year 2022 Results on May 3, 2022

Enhancement enables accelerated distribution and identifies advisor demand for fund and ETF products NEW YORK , April 13, 2022 /PRNewswire/ -- To help asset managers sharpen their distribution strategies and improve advisor segmentation, digital marketing and social media engagement, Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR) is incorporating AdvisorTarget's advisor intent data into its analytics and advisory offerings. Broadridge's asset management clients will benefit from the integration of AdvisorTarget data, which identifies products of interest to advisors and increases data inputs for predictive analytics to help better match sales efforts with interested buyers.

Broadridge Enhances Analytics, Enabling Asset Managers to Better Target Financial Advisors

NEW YORK , March 30, 2022 /PRNewswire/ -- In its continued efforts to engage all shareholders in the corporate governance process, global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR), announced new enhancements to its ProxyVote app. The enhancements make it easier than ever for investors to access and review proxy information in upcoming annual meetings of the companies and mutual funds they own, and to cast their votes this proxy season.

Shareholder Voting Made Even Easier with the Updated Enhanced ProxyVote App

Broadridge Fund Brand 50 study reveals best-performing fund brands globally LONDON and NEW YORK , March 28, 2022 /PRNewswire/ -- The newest edition of Broadridge Fund Brand 50 (FB50), an annual research study by global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR) highlighting the world's best-performing third-party asset management brands, reveals that it's not only scale that matters to fund selectors. The independent study, now in its 11th year, measures and ranks asset managers' relative brand attractiveness based on fund selector perceptions: taking into account 10 brand attributes to reveal the top global and regional brands in Europe, the U.S. and APAC.

BlackRock Again Tops Broadridge's Fund Brand 50 Global Asset Manager Rankings

NEW YORK, March 10, 2022 /PRNewswire/ -- LTX, Broadridge Financial Solutions, Inc.'s artificial intelligence (AI)-driven digital trading platform, has completed a successful integration with the Charles River Investment Management Solution (Charles River IMS). The complete integration enables Charles River's order and execution management system (OEMS) users to better access aggregated liquidity and leverage transparency and price discovery within their existing workflows through their existing relationships with their dealers.

Broadridge's LTX ® Completes Integration with Charles River Development

Broadridge Financial (BR) reported earnings 30 days ago. What's next for the stock?

Why Is Broadridge Financial (BR) Down 4% Since Last Earnings Report?

NEW YORK and LONDON and WARSAW, Poland and LODZ, Poland, March 3, 2022 /PRNewswire/ -- To support its new obligations under the Shareholder Rights Directive (SRD II), WealthSeed, a breakthrough digital application for easy investing and personal finance in Poland launched by Fair Place Finance S.A., announced it will utilize a blockchain-based disclosure solution from global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR).

Fair Place Finance Selects Broadridge's Blockchain-based SRD II Disclosure Solution

NEW YORK, March 2, 2022 /PRNewswire/ -- To enable more investors to participate in the corporate governance process and help corporate issuers engage with their shareholders with greater efficiency, global Fintech leader Broadridge Financial Solutions Inc. (NYSE: BR) has introduced new enhancements to its virtual shareholder meeting platform for 2022. Building on last years' experience of hosting close to 2,400 virtual shareholder meetings (VSMs), Broadridge has simplified and refreshed the platform's user interface and enhanced the Q&A functionality.

New Enhancements to Virtual Shareholder Meeting Platform by Broadridge Designed to Enable More Transparency, Engagement and Voting

NEW YORK , Feb. 24, 2022 /PRNewswire/ -- An active proxy voting season for U.S. public companies is expected this year, according to global Fintech leader, Broadridge Financial Solutions Inc. (NYSE: BR). With the majority of corporations holding annual meetings between now and June 30, proposals regarding environmental, social and governance matters (ESG) will receive investor attention.

Growing Gap in Support of ESG Voting Between Retail and Institutional Investors, Broadridge Reports

NEW YORK, Feb. 23, 2022 /PRNewswire/ -- The number of global class action securities litigation settlements increased a whopping 50% in 2021 with total settlements reaching more than $3 billion, according to the recently released third annual Broadridge Class Action Report, from global Fintech leader, Broadridge Financial Solutions , Inc. (NYSE: BR). The report reveals some significant trends in the class action world that are already continuing into 2022.

Broadridge Report Shows Global Class Action Securities Litigation Tops $3 Billion, With Claims Filing Opportunities Increasing 50% in 2021

LONDON, SYDNEY and NEW YORK, Feb. 17, 2022 /PRNewswire/ -- To assist in optimising their securities finance offering,  FinClear , the leading wealth management infrastructure provider in Australia, has selected Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader. Broadridge's Securities Finance and Collateral Management (SFCM) FastStart solution provides FinClear and its clients with enhanced functionalities in this area of the business.

Leading Australian Wealth Firm Selects Broadridge to grow Securities Finance Business

NEW YORK and LONDON, Feb. 10, 2022 /PRNewswire/ -- A new whitepaper focused on the growth of retail investment in Europe, and the corresponding need for financial intermediaries to reappraise how they service the increased corporate governance requirements of the retail investor, was released today by Broadridge Financial Solutions (NYSE: BR), a global Fintech leader. The whitepaper, titled The Rise of the Retail Investor, assesses the European regulatory agenda and the continued roll-out of the Capital Markets Union that reinforces the objective for a more engaged and empowered retail investor community.

Top Trends Driving the Rise of the Retail Investor in Europe Highlighted in New Broadridge Whitepaper

NEW YORK , Feb. 9, 2022 /PRNewswire/ -- In the last three years, the percentage of consumers that feel companies need to improve their overall customer experience (CX) has jumped from 35% to 65%, according to global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR). Its fourth annual CX and Communications Insights consumer survey examines how B2C communications impact CX.

The Customer Experience Gap in Communications is Widening Two Years into the Pandemic; Companies Must Adapt or Lose Customers

This fintech felt the effects of the overall market sell-off that hit the sector.

Why Broadridge Financial Dropped 12.9% in January

BR revenue is predictable, supported by long-term customer contracts and regulatory mandates around its proxy services. BR is a dividend aristocrat that increased distributions every year for the past fourteen years.

Broadridge: The Most Important Dividend-Growth Stock You've Never Heard Of

NEW YORK--(BUSINESS WIRE)-- #broadridge--A new Wolters Kluwer/Broadridge alliance enables tax reporting data sharing directly between BPS clients and the GainsKeeper cost basis solution.

Wolters Kluwer Compliance Solutions Partners with Broadridge to Offer Industry-leading Cost Basis Solution

NEW YORK, Feb. 3, 2022 /PRNewswire/ -- FORTUNE® magazine has again named Broadridge Financial Solutions, Inc. (NYSE: BR) to its list of the World's Most Admired Companies in the financial data services industry. The FORTUNE list, considered one of the leading measures of corporate reputation among the world's largest companies, rates firms on a range of criteria from investment value to global competitiveness and innovation.

Broadridge Among FORTUNE Magazine's 2022 'World's Most Admired Companies'

Broadridge's (BR) second-quarter fiscal 2022 earnings and revenues increase year over year.

News for Broadridge Financial Stock (BR)