Broadridge Financial Solutions
Processes proxy communications and powers front-to-back trading, wealth, and investment-management workflows.
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Profile
Provides shareholder communications, proxy voting, issuer and fund services, and technology for capital-markets and wealth workflows. Revenue is anchored by recurring services in the larger Investor Communication Solutions segment, with additional transaction-, event-, and distribution-linked fees.
Runs two financial-infrastructure segments: Investor Communication Solutions and Global Technology and Operations. The larger communications segment handles proxy distribution and voting, regulatory and fund communications, issuer disclosure and transfer-agency work, data-driven fund services, and digital or print customer communications across North America and international markets.
Automates front-to-back capital-markets processing, trading connectivity, and wealth and investment-management workflows through the technology segment. Its platforms cover order capture, execution, confirmation, clearing, settlement, books and records, portfolio accounting, custody-related services, and regulatory reporting across global markets. The operating model combines recurring software and processing revenue with transaction-, event-, and distribution-linked fees. Results depend on securities positions and trading activity, corporate events, market regulation, client outsourcing, and reliable handling of sensitive data.
Company facts
Categories
Key statistics
Year to date −16.7% · Average volume (30d) 1.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 17, 2026 | UBS | Reiterate | Neutral | $165 | $180 |
| Aug 6, 2026 | Morgan Stanley | Reiterate | Equal Weight | $169 | $176 |
| Aug 5, 2026 | RBC Capital | Reiterate | Outperform | $200 | $225 |
| Jun 22, 2026 | RBC Capital | Reiterate | Outperform | $245 | $200 |
| May 10, 2026 | Morgan Stanley | Target | $213 | $169 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q4 FY26 | $3.76 | $3.82 | +1.6% | $2.17B | $2.22B | +2.3% | +7.04% |
| Apr 30, 2026Q3 FY26 | $2.63 | $2.72 | +3.4% | $1.90B | $1.95B | +2.6% | +0.82% |
| Feb 3, 2026Q2 FY26 | $1.34 | $1.59 | +18.7% | $1.60B | $1.71B | +6.8% | +2.24% |
| Nov 4, 2025Q1 FY26 | $1.25 | $1.51 | +20.8% | $1.54B | $1.59B | +3.1% | −1.92% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.81B | $2.07B | $1.59B | $1.71B | $1.95B | $2.22B | |
| Gross profit | $575.8M | $769.8M | $422.6M | $473.6M | $626.9M | $852.9M | |
| Operating income | $344.9M | $498.6M | $188.8M | $208.4M | $359.5M | $546.2M | |
| Net income | $243.1M | $374.2M | $165.4M | $284.6M | $276.3M | $398.0M | |
| Diluted EPS | $2.05 | $3.16 | $1.40 | $2.42 | $2.36 | $3.44 | |
| Gross margin | 31.8% | 37.3% | 26.6% | 27.6% | 32.1% | 38.4% | |
| Operating margin | 19.0% | 24.1% | 11.9% | 12.2% | 18.4% | 24.6% |
Fiscal years (4-quarter sums)FY22 $5.71B · FY23 $6.06B · FY24 $6.51B · FY25 $6.89B · FY26 $7.48B
Revenue by product · Q4 FY26
Revenue by geography · FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $402.9M · Total debt $3.52B · Total assets $8.95B · Shareholders' equity $2.84B
Dividends
Raised for 17 straight years — most recently to $0.975 from $0.88 in Sep 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 12, 2026 | Jun 12 | Jul 2 | $0.975 | |
| Mar 16, 2026 | Mar 16 | Apr 8 | $0.975 | |
| Dec 12, 2025 | Dec 12 | Jan 5 | $0.975 | |
| Sep 11, 2025 | Sep 11 | Oct 2 | $0.975 | raised from $0.88 |
| Jun 12, 2025 | Jun 12 | Jul 2 | $0.88 | |
| Mar 13, 2025 | Mar 13 | Apr 3 | $0.88 | |
| Dec 13, 2024 | Dec 13 | Jan 3 | $0.88 | |
| Sep 12, 2024 | Sep 12 | Oct 3 | $0.88 | raised from $0.80 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 115.66M · Float 115.15M · 99.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 10.76M | 9.31% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 7.55M | 6.53% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 6.10M | 5.27% | 13F | Aug 13, 2026 |
| State Street Corp | 5.71M | 4.94% | 13F | Aug 7, 2026 |
| Charles Schwab Investment Management Inc | 3.70M | 3.20% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 6, 2026 | Robert N. Duelks | director | −506 | $192.60 |
| Jun 4, 2026 | Hope M. Jarkowski | officer: Chief Legal Officer | −1,966 | $155.00 |
| Mar 6, 2026 | Timothy C. Gokey | director, officer: CEO | +5,300 | $194.49 |
| Dec 3, 2025 | Thomas P. Carey | officer: Corporate VP | −10,214 | $229.26 |
| Nov 18, 2025 | Christopher John Perry | officer: President | −3,984 | $226.00 |
Peers
- SS&C Technologies
Fund, wealth, and investment ops software across GTO workflows
- FIS
Capital-markets and wealth tech across GTO workflows
- Donnelley Financial Solutions
SEC filing and proxy communications across ICS
- Nasdaq
Issuer workflow and market-tech overlap in regulated finance
- SEI Investments
Wealth platforms and investment ops across GTO workflows
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Broadridge Financial Solutions | $183.64 | −0.04% | $21.24B | 19.1 | 17.4 | 2.8 | +7.5% |
| SS&C Technologies | $83.42 | −0.02% | $19.57B | 24.0 | 11.2 | 3.0 | +10.4% |
| FIS | $41.31 | −0.33% | $21.42B | 6.3 | 6.5 | 1.7 | +29.1% |
| Donnelley Financial Solutions | $48.32 | −0.04% | $1.19B | 33.3 | 9.1 | 1.5 | +2.8% |
| Nasdaq | $99.31 | +0.02% | $55.51B | 29.0 | 22.7 | 6.4 | −28.2% |
| SEI Investments | $111.63 | −0.01% | $13.40B | 19.7 | 16.9 | 5.5 | +14.7% |
| Median | 24.0 | 11.2 | 3.0 | +10.4% |