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 Q2 2021

Earnings data Q3 2021

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Earnings data Q2 2023

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Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 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.

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TOKYO, Oct. 20, 2021 /PRNewswire/ -- To enhance services to its clients and further automate operations across business lines, SBI SECURITIES Co., Ltd., one of Japan's largest online securities companies, has expanded its business relationship with Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader.

SBI SECURITIES Centralises Settlement Operations with Broadridge

NEW YORK, Oct. 19, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) is scheduled to release its financial results for the first quarter ended September 30, 2021 of fiscal year 2022 on Wednesday, November 3, 2021. Broadridge will host a webcast and conference call at 8:30 a.m.

Broadridge Schedules Webcast and Investor Conference Call to Review First Quarter Fiscal Year 2022 Results on November 3, 2021

NEW YORK, Oct. 13, 2021 /PRNewswire/ -- In order to meet the growing demand for environmental, social and governance (ESG) analysis from investors and advisors, global Fintech leader Broadridge today announced an enhancement to its Fi360 Fiduciary Focus ToolkitTM, allowing financial advisors to leverage ESG rating data from OWL Analytics when evaluating investment decisions. "Interest in ESG investments is accelerating among U.S. investors and they are looking to advisors and plan sponsors to provide the desired products to meet their financial and personal goals.

To Meet Investor ESG Demand, Broadridge Enhances Fiduciary Toolkit for Financial Advisors

NEW YORK, Oct. 12, 2021 /PRNewswire/ -- To better serve clients and the financial services industry, Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced the launch of the Broadridge Anti-Money Laundering Solution (AMLS), bringing new, leading edge capabilities to Broadridge's existing Intelligent Automation suite. The new solution delivers an end-to-end machine learning (ML) powered Anti-Money Laundering platform covering transaction monitoring, name screening, alert prioritization, and customer risk scoring.

Broadridge Extends Intelligent Automation Suite with New AI-powered Anti-Money Laundering Solution

NEW YORK, Oct. 7, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today released its third-annual financial advisor marketing survey, which reveals that advisors have a renewed focus on growing their practices through digital marketing but there is a growing disparity in their results. Advisors' average annual marketing spend has increased to $16,090, up from $12,939 in 2020, but their return on marketing investments is mixed.

FA Marketing Spend Up 24% from 2020 with Mixed ROI: Broadridge Survey

NEW YORK, Oct. 6, 2021 /PRNewswire/ -- Itiviti, Broadridge Financial Solutions, Inc.'s (NYSE: BR) provider of flexible, cross-asset trading solutions covering the full trade lifecycle, announced the integration of its NYFIX Matching solution with the portfolio, order and investment management system from Broadridge. "The post-trade space has historically been defined by manual processes, but given shrinking technology budgets, many firms have been unable to address these challenges," said Ray Tierney, President of Itiviti, a Broadridge business.

Itiviti successfully integrates NYFIX Matching post-trade solution with Broadridge Investment Management Solutions

NEW YORK, Sept. 13, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, today announced that it has placed 14 out of 100 on the 2021 IDC Fintech Rankings, rising three places from its 2020 ranking.

Broadridge Named to IDC Fintech Rankings for Seventh Consecutive Year

NEW YORK, Sept. 10, 2021 /PRNewswire/ -- Broadridge Financial Solutions (NYSE:BR), a global Fintech leader, today announced that the first fixed income trades for Sponsored General Collateral (GC) Service were completed via Broadridge's post-trade processing solution, in conjunction with DTCC and BNY Mellon.

Welcome to the Tri "Party": Broadridge Launches Sponsored General Collateral Service

NEW YORK, Sept. 8, 2021 /PRNewswire/ -- To support wealth and retirement professionals as they address new requirements associated with the Department of Labor's Prohibited Transaction Exemption 2020-02 (PTE 2020-02), Broadridge Fi360 Solutions announced an enhanced Decision Optimizer software for financial advisors.

Ahead of DOL IRA Rollover Requirements, Broadridge Fi360 Offers Enhanced Solution

NEW YORK, Sept. 7, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, today announced that Ted Bragg and Jim Kwiatkowski have joined LTX, a Broadridge company offering a new AI-driven digital trading platform for corporate bonds.

Broadridge Hires FinTech Fixed Income Veterans to Join LTX

NEW YORK, LONDON and FRANKFURT, Germany, Sept. 7, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, today announced that Hamburg Commercial Bank is now live using Broadridge's Payments as a Service – a cloud-based new-generation platform and BPO operation – to transform the bank's international payments (including TARGET2) processing for corporate clients based on PPI AG´s market leading payments platform.

Hamburg Commercial Bank goes live with Broadridge's Payments as a Service

NEW YORK and LONDON , Sept. 1, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) today announced the significant expansion of its Direct Market Solutions (DMS), a custodian focused local market "golden copy" event sourcing and vote execution service extension to Broadridge's leading Global Proxy solution.

Broadridge Expands Global Proxy Sub-Custody Market Services

NEW YORK, Aug. 25, 2021 /PRNewswire/ -- An overwhelming majority (96%) of investors who work with a financial advisor are satisfied (very or somewhat) with their advisor, according to a new survey of 1,000 U.S. investors released today from Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader. Of those who do not work with a financial advisor, 44% of all investors and 65% of the millennial investors say that they are likely (very or somewhat) to begin working with an advisor over the next two years.

Broadridge Study: 2 in 3 Millennials Likely to Begin Working with FAs

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This article series covers dividend changes every week.

Dividend Increases: August 7-13, 2021

Broadridge Financial Solutions Inc (NYSE: BR) reported fourth-quarter FY21 revenue growth of 12% to $1.53 billion, beating the analyst consensus of $1.47 billion. Recurring fee revenues increased 15% Y/Y to $1.07 billion.

How Was Broadridge Financial Solutions' Q4 Earnings?

Broadridge Financial Solutions, Inc. (BR) CEO Tim Gokey on Q4 2021 Results - Earnings Call Transcript

Broadridge Financial Solutions has been the kind of stock you buy and then forget about. But its expectations for growth suggest more investors should be paying attention.

Broadridge Is Making Progress on Its 3-Year Plan. The Stock Is Still a Keeper.

Rise in recurring fee revenues drives Broadridge's (BR) Q4 performance.

Broadridge (BR) Posts in Line Q4 Earnings, Hikes Dividend

Broadridge Financial (BR) delivered earnings and revenue surprises of 0.00% and 4.14%, respectively, for the quarter ended June 2021. Do the numbers hold clues to what lies ahead for the stock?

Broadridge Financial Solutions (BR) Matches Q4 Earnings Estimates

Shares of Broadridge Financial Soln (NYSE:BR) were unchanged after the company reported Q4 results. Quarterly Results Earnings per share were up 1.86% year over year to $2.19, which were in line with the estimate of $2.19.

Broadridge Financial: Q4 Earnings Insights

NEW YORK, Aug. 12, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the fourth quarter and fiscal year 2021. Results compared with the same period last year were as follows:   Summary Financial Results Fourth Quarter Fiscal Year Dollars in millions, except per share data 2021 2020 Change 2021 2020 Change Recurring fee revenues $1,065 $930 15% $3,333 $3,036 10% Total revenues $1,532 $1,362 12% $4,994 $4,529 10% Operating income 281 299 (6%) 679 625 9%    Margin 18.4% 21.9% 13.6% 13.8% Adjusted Operating income - Non-GAAP 349 335 4% 902 795 13%    Margin 22.8% 24.6% 18.1% 17.5% Diluted EPS $2.20 $1.97 12% $4.65 $3.95 18% Adjusted EPS - Non-GAAP $2.19 $2.15 2% $5.66 $5.03 13% Closed sales $118 $112 6% $242 $239 2% "Broadridge delivered strong fiscal year 2021 results, with 10% Recurring revenue growth, 13% Adjusted EPS growth, and record sales driven by increased investor participation and strong demand for digital solutions," said Tim Gokey, Broadridge's CEO.

Broadridge Reports Fourth Quarter and Fiscal 2021 Results

NEW YORK, Aug. 10, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, is pleased to announce the appointment of Annette L. Nazareth as an independent member of its Board of Directors, effective August 10, 2021.

Annette L. Nazareth Appointed to Broadridge Board of Directors

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After years of a low interest rate environment, many investors have turned to equities not only for the growth potential but also for solid and dependable dividends that help to provide an income stream.

5 Top Buy-Rated Stocks With Dividend Hikes Expected This Week

NEW YORK, Aug. 9, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), a global fintech leader, today announced that UBS has joined its transformative distributed ledger repo (DLR) platform. Early participants of the blockchain-enabled platform are accelerating their digital journey and realizing the significant and immediate benefits of reduced risk and operational costs as well as enhanced liquidity.

Broadridge onboards UBS onto Distributed Ledger Repo platform

Broadridge Financial (BR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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