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

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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.

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Broadridge Financial Solutions (BR) CEO, Tim Gokey on Q2 2022 Results - Earnings Call Transcript

Broadridge Financial Solutions Inc BR reported second-quarter FY22 revenue growth of 19% to $1.26 billion, beating the consensus of $1.20 billion. Recurring fee revenues increased 19% Y/Y to $798 million.

Broadridge Registers 19% Revenue Growth In Q2; Reiterates FY22 Guidance

NEW YORK, Feb. 1, 2022 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the second quarter ended December 31, 2021 of its fiscal year 2022. Results compared with the same period last year were as follows:   Summary Financial Results Second Quarter Six Months Dollars in millions, except per share data 2022 2021 Change 2022 2021 Change Recurring fee revenues $798 $673 19% $1,548 $1,322 17% Total revenues $1,260 $1,055 19% $2,452 $2,072 18% Operating income 69 79 (13%) 172 158 9%      Margin 5.5% 7.5% 7.0% 7.6% Adjusted Operating income - Non-GAAP 141 119 19% 318 269 18%      Margin 11.2% 11.2% 12.9% 13.0% Diluted EPS $0.40 $0.48 (17%) $0.97 $1.04 (7%) Adjusted EPS - Non-GAAP $0.82 $0.73 12% $1.89 $1.70 11% Closed sales $83 $44 87% $113 $76 48% "Broadridge delivered another strong quarter, with 19% recurring fee revenues growth and 12% growth in Adjusted EPS," said Tim Gokey, Broadridge's CEO.

Broadridge Reports Second Quarter Fiscal 2022 Results

NEW YORK , Jan. 31, 2022 /PRNewswire/ -- Broadridge Financial Solutions , Inc. (NYSE: BR), a global Fintech leader, and the Financial Services Institute (FSI) today released a joint study of over 400 U.S. financial advisors that sheds light on growth opportunities within the wealth management industry. Specifically, the study demonstrates the opportunity to leverage digital technology, explore new investment vehicles, expand business, and make stronger connections with previously underserved communities and the next generation of investors.

FSI and Broadridge Release Study Highlighting Independent Advisor Growth Opportunities

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Analyzing my real-life portfolio's dividend growth for 2021. Dividend growth rebounded sharply in 2021, which was a more-than-welcomed sight. Weighted dividend growth came in at 8.7%, which is more than adequate.

Dividend Growth Checkup - 2021

Broadridge's (BR) revenues and earnings are likely to have increased in second-quarter fiscal 2022.

Broadridge (BR) to Report Q2 Earnings: What's in Store?

NEW YORK and LONDON and MADRID, Jan. 25, 2022 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) today announced the live availability of a new Spanish issuer "golden copy" event notification and vote execution service for the Spanish market.  The service, delivered in collaboration with Santander Investment S.A.

Broadridge and Santander Collaborate to Transform Proxy Voting for Spanish Market Investors

NEW YORK, Jan. 19, 2022 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, today announced it is the first fintech provider to connect to The Depository Trust & Clearing Corporation's (DTCC's) new automated process for submitting instructions for voluntary corporate actions in ISO 20022 format. The newly enhanced Reorganizations service, offered by DTCC's subsidiary, The Depository Trust Company (DTC), automates the manual process of submitting corporate action instruction, thereby reducing risk associated with human error and providing significant cost savings for clients.

Broadridge is First Fintech to Utilize DTCC's New Process for Submitting Corporate Actions Reorg Instructions

NEW YORK, Jan. 18, 2022 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) is scheduled to release its financial results for the second quarter ended December 31, 2021 of fiscal year 2022 on Tuesday, February 1, 2022. Broadridge will host a webcast and conference call at 8:30 a.m.

Broadridge Schedules Webcast and Conference Call to Review Second Quarter Fiscal Year 2022 Results on February 1, 2022

NEW YORK, Jan. 18, 2022 /PRNewswire/ -- Financial services firms who invested in next-gen technologies and continued their digital transformation push in 2021 are already experiencing the positive effects of these investments, according to a new global survey of 750 financial service firms, released today by global fintech leader Broadridge Financial Solutions (NYSE: BR). Broadridge's Next-Gen Technology Survey scored firms on progress in three key areas of digital transformation: experiences, workflows and analytics.

Digital Transformation Being Pushed at Faster Rate by Financial Services Firms, New Broadridge Survey Finds

OSLO, Norway and NEW YORK, Jan. 18, 2022 /PRNewswire/ -- To achieve greater client connectivity and low and high touch agency trading, Pareto Securities, a leading investment bank in the Nordic capital markets, is now live with Itiviti's multi-asset order management solution (OMS) from Broadridge Financial Solutions, Inc. (NYSE:BR). For Pareto Securities, replacing a 10-year incumbent technology provider at the core of its business, this was a major decision.

Pareto Securities Live with the Front-office Trading Solution from Broadridge

NEW YORK , Jan. 13, 2022 /PRNewswire/ -- Broadridge Financial Solutions (NYSE: BR), a global Fintech leader, announced that it will provide end-to-end proxy vote confirmation this year to all shareholders in the annual meetings of the 2,000+ U.S. public companies whose votes it tabulates.  Broadridge's enhancements to the proxy voting process were developed in conjunction with an industry Working Group led by the Society for Corporate Governance and the Council of Institutional Investors, and involving representatives of custodian banks, broker-dealers, issuers, institutional investors, other proxy tabulators, transfer agents, and the proxy services provider community.

Broadridge Enhances Trust in Proxy Voting Results with Extension of End-to-End Vote Confirmation Services

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A Company with a Robust Business Model and a Strong Buy Consumer Company.

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Broadridge (BR) is backed by higher recurring fee revenues and shareholder-friendly measures. However, high debt is a concern.

Here's Why You Should Retain Broadridge (BR) in Your Portfolio

LONDON and PARIS, Dec. 9, 2021 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR), and SLIB, a leading-edge software vendor in electronic voting and securities services based in France, have announced the live operational running of their joint cross-border proxy voting solution. Unique in the French market, the solution enables intermediaries - including banks, brokers and wealth managers that serve France-based investors - to meet their new, mandatory obligations to support voting for European shareholder meetings under the updated Shareholder Rights Directive (SRDII).

Broadridge and SLIB Joint SRD II Proxy Voting Solution for French Market is NOW LIVE

Broadridge (BR) welcomes Dipti Kachru to the position of global chief marketing officer.

Broadridge (BR) Appoints New Global Chief Marketing Officer

NEW YORK, Dec. 6, 2021 /PRNewswire/ -- Broadridge Financial Solutions (NYSE: BR), a global Fintech leader, today announced the appointment of Dipti Kachru as Global Chief Marketing Officer, effective January 18. As Global CMO, Kachru will be responsible for leading all aspects of Broadridge's global marketing organization — brand and digital strategy, product positioning, lead generation and thought leadership.

Broadridge Names Dipti Kachru Global Chief Marketing Officer

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

Broadridge Financial (BR) Up 1.2% Since Last Earnings Report: Can It Continue?

LONDON and NEW YORK, Dec. 2, 2021 /PRNewswire/ -- A new report from Broadridge Financial Solutions , Inc. (NYSE: BR), a global Fintech leader, reveals assets in dedicated environmental, social, and governance (ESG) mutual funds, ETFs, institutional mandates, and private funds are on track to grow from $8 trillion today to as much as $30 trillion by the end of this decade. Asset managers stand to win up to $9 trillion of net new flows, with expanding opportunities through thematic strategies, climate transition and net zero solutions, and investments offering measurable sustainability impacts.

ESG Investments Poised to Reach $30 Trillion by 2030

Broadridge (BR) has a robust business model that ensures significant recurring-fee revenues. A debt-laden balance sheet is concerning.

Broadridge (BR) Riding on Recurring Revenues, Debt Woe Stays

NEW YORK, Dec. 1, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, announces its recognition as a leader in the 2021 Customer Communications Management (CCM) to Customer Experience Management (CXM) Service Provider Aspire Leaderboard™. The report also recognizes Broadridge's communications and engagement platform, the Broadridge Communications Cloud℠, as the overall leader for the financial services industry.

2021 Aspire Leaderboard Positions Broadridge as the Leader in Financial Services Customer Communications Solutions

NEW YORK and LONDON , Dec. 1, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, has announced it has delivered its full suite of Shareholder Rights Directive (SRD II) compliance investor communication solutions to Northern Trust. These solutions are in use across Northern Trust's global asset servicing business.

Northern Trust Expands Relationship with Broadridge to Support Shareholder Rights Directive II Compliance

NEW YORK and LONDON, Nov. 17, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), has won the Asset Servicing Regulatory Solution of the Year for its innovative updated Shareholder Rights Directive (SRD II) solution at the inaugural Asset Servicing Times Awards Dinner in London. Broadridge's end-to-end SRD II solution, comprising an enhanced version of its Global Proxy solution and a new innovative Blockchain-based Shareholder Disclosure Hub, enables all types of market intermediaries - banks, brokers, wealth managers and central securities depositories (CSDs) - to meet their SRD II obligations for increased governance and transparency through a strategic, efficient process for proxy voting and shareholder disclosure across European markets.

Broadridge's SRD II Solution Wins Industry Recognition as Asset Servicing Regulatory Solution of the Year

NEW YORK, Nov. 15, 2021 /PRNewswire/ -- A company's ESG ratings has become increasingly important to both investors and shareholders alike and achieving an accurate comprehensive understanding of those ratings has grown more complex and time consuming. To help companies better understand and monitor their ESG ratings, Broadridge Financial Solutions (NYSE: BR), a global Fintech leader, has launched the Broadridge ESG Performance Dashboard.

New Broadridge ESG Dashboard Enables Companies to Make Better Sense of ESG Ratings

NEW YORK, Nov. 11, 2021 /PRNewswire/ --  Broadridge Financial Solutions, Inc.  (NYSE: BR), today announced that its NYFIX Order Routing Network from Itiviti was named "Best Low Latency Trading Network" for the second consecutive year at the Waters Technology's Buy-Side Technology (BST) Awards 2021. This win marks the fifth time in the past six years NYFIX from Itiviti has taken home a prestigious BST award.

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