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

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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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NEW YORK, May 11, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) announced that its Board of Directors has declared a quarterly cash dividend of $0.575 per share. The dividend is payable on July 2, 2021 to stockholders of record at the close of business on June 15, 2021.

Broadridge Declares Quarterly Dividend Of $0.575 Per Share

NEW YORK, May 11, 2021 /PRNewswire/ -- As the financial services industry confronts the new realities of a post-pandemic era, many firms are beginning to shift toward mutualization models for their technology and operations, according to a new whitepaper released today by global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR). Mutualization is a model where participants more quickly gain access to new technologies, scalability, and resiliency while saving time, money, and risk; by sharing in the benefits of an industry solution provided by a reliable, trusted, and independent third party.

New Fintech Delivery Model Transforming Financial Services Through Mutualized Services, Highlighted in Whitepaper from Broadridge

NEW YORK, May 6, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) ("Broadridge") today announced that it has priced $1.0 billion aggregate principal amount of 2.600% senior notes due 2031 (the "Notes") in an offering registered under the Securities Act of 1933, as amended. Broadridge intends to use the net proceeds of this offering to repay a portion of the outstanding indebtedness under its term credit agreement providing for term loan commitments in an aggregate principal amount of $2.55 billion ("Term Credit Agreement") and for general corporate purposes.

Broadridge Announces Pricing of $1.0 Billion Senior Notes

Broadridge released Q3 results May 4, 2021 and raised FY2021 guidance. The closing of the ~$2.5B Itivity acquisition continues to be scheduled for prior to FY2021 (June 30, 2021).

Broadridge: Where Is The Margin Of Safety?

Broadridge Financial Solutions, Inc. (BR) CEO Tim Gokey on Q3 2021 Results - Earnings Call Transcript

Growth in recurring revenue and adjusted operating income have driven Broadridge's (BR) third-quarter fiscal 2021 results.

Broadridge (BR) Beats on Q3 Earnings, Raises 2020 EPS Outlook

Broadridge Financial (BR) delivered earnings and revenue surprises of 5.39% and 8.30%, respectively, for the quarter ended March 2021. Do the numbers hold clues to what lies ahead for the stock?

Broadridge Financial Solutions (BR) Surpasses Q3 Earnings and Revenue Estimates

Broadridge (BR) third-quarter fiscal 2021 earnings and revenue increased year over year.

Broadridge (BR) Tops Q3 Earnings and Revenue Estimates

Broadridge Financial Solutions Inc (NYSE: BR) reported third-quarter FY21 revenue growth of 11% year-on-year to $1.39 billion, beating analyst consensus of $1.28 billion. Recurring fee revenues rose 8% to $900 million as growth from onboarding of new business, and internal growth drove the results.

Broadridge Beats On Q3 Earnings, Raises FY21 Guidance

NEW YORK, May 4, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR) today reported financial results for the third quarter and nine months ended March 31, 2021 of its fiscal year 2021. 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 2021 2020 Change 2021 2020 Change Recurring fee revenues $900 $835 8% $2,267 $2,106 8% Total revenues $1,390 $1,250 11% $3,462 $3,167 9% Operating income 239 226 6% 397 326 22% Operating income margin 17.2% 18.1% 11.5% 10.3% Adjusted Operating income - Non-GAAP 284 262 8% 553 460 20% Adjusted Operating income margin - Non-GAAP 20.4% 21.0% 16.0% 14.5% Diluted EPS $1.40 $1.43 (2)% $2.44 $1.99 23% Adjusted EPS - Non-GAAP $1.76 $1.67 5% $3.47 $2.88 20% Closed sales $46 $44 3% $124 $127 (2)% "Broadridge delivered strong third quarter results, including 8% recurring revenue growth and 8% Adjusted Operating income growth," said Tim Gokey, Broadridge's Chief Executive Officer.

Broadridge Reports Third Quarter Fiscal Year 2021 Results

NEW YORK, May 3, 2021 /PRNewswire/ -- The recent rise and influence of the individual investor has rippled across financial markets over the past 12 months, presenting companies with a unique opportunity to engage new investors like never before. A new survey from Broadridge Financial Solutions (NYSE: BR), the global Fintech leader, highlights how new and younger retail investors are thinking about investing and this year's proxy season.

From the Retail Trading Frenzy to Growing ESG Trends, What Will be in Proxy Season 2021?

Broadridge's (BR) third-quarter fiscal 2021 revenues are likely to have increased year over year.

Broadridge (BR) to Report Q3 Earnings: What's in the Cards?

NEW YORK and LONDON, April 26, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, and FundApps, a global RegTech provider, announced the integration of FundApps' regulatory compliance technology with Broadridge's buy-side portfolio and order management solution. Broadridge's clients will benefit from a unique regulatory compliance solution that addresses managers' needs across shareholder disclosures, sensitive industry monitoring and position limit reporting, removing operational challenges in their search for alpha.

Broadridge Integrates FundApps' Automated Compliance Solution into Portfolio and Order Management Capabilities

NEW YORK, April 22, 2021 /PRNewswire/ -- Leveraging next-gen technology, AllianceBernstein made fixed income trading history by becoming the first buy-side firm to receive aggregated liquidity from multiple buyers on the same block trade. The trade was enabled by LTX, A Broadridge Company (NYSE:BR), and powered by LTX's patented RFX protocol.

AllianceBernstein Executes Landmark Corporate Bond Trade Utilizing Broadridge's LTX® Trading Platform with Four Buyers on Same Block Trade

NEW YORK, April 20, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) is scheduled to release its financial results for the third quarter and the nine months ended March 31, 2021 of fiscal year 2021 on Tuesday, May 4, 2021. Broadridge will host a webcast and conference call at 8:30 a.m.

Broadridge Schedules Webcast and Investor Conference Call to Review Third Quarter Fiscal Year 2021 Results on May 4, 2021

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NEW YORK, April 19, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today released results from an annual survey of 400 financial advisors, revealing that a majority of advisors across channels use ESG products, citing direct interest from investors. The study also shows how the advisor-wholesaler relationship is evolving post-pandemic.

ESG and SMA Usage Primed to Increase as Financial Advisors Service Next-Generation Investor Demand, New Broadridge Study Finds

NEW YORK, April 14, 2021 /PRNewswire/ -- A much broader range of Americans are investing and engaging in U.S. financial markets, with Millennials, as well as households with the smallest amount to invest, growing in influence from year-end 2017 through June 30, 2020, according to a new quantitative study released by Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader. This study, the first-of-its kind and scale – Broadridge Insights on U.S. Investors  – provides unprecedented evidence-based data and observations of investors who buy mutual funds, ETFs and equities through financial intermediaries.

Millennials Make Their Mark, Highlighting a Big Shift in the Investing Landscape According to New Broadridge Study

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NEW YORK, April 6, 2021 /PRNewswire/ -- Broadridge Fi360 Solutions, the nation's leading provider of fiduciary-related education and technology, has unveiled the agenda and keynote speakers for its 2021 Annual Conference, which will take place virtually from May 17 to May 20, 2021.  For the first time, Broadridge's Matrix Trust Company and Fi360 Solutions are combining their two annual conferences to form the Broadridge Fi360 Solutions Conference, the industry's premier professional development conference.

Broadridge Fi360 Solutions Annual Conference to Explore State of ESG Investing, Fiduciary and Financial Wellness

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Private equity investor Broadridge Financial Solutions Inc (NYSE: BR) inked an agreement to acquire Itiviti Holding AB for $2.5 billion (€2.143 billion) from Nordic Capital. Itiviti Holding AB is a trading and connectivity technology provider to the capital markets industry.

Broadridge To Acquire Itiviti For $2.5B To Boost Capital Market Franchise

NEW YORK, March 29, 2021 /PRNewswire/ -- Significantly strengthening its capital markets capabilities and enhancing its position as a global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR), today announced it has signed a definitive agreement to acquire Itiviti Holding AB ("Itiviti"), a leading provider of trading and connectivity technology to the capital markets industry, in an all-cash transaction valued at €2.143 billion (approximately $2.5 billion) from Nordic Capital. "The acquisition of Itiviti enhances Broadridge's position as a global Fintech leader," said Tim Gokey, Broadridge's Chief Executive Officer.

Broadridge Extends Capital Markets Franchise with Acquisition of Itiviti

SHELTON, Conn., March 25, 2021 /PRNewswire/ -- RightCapital, Inc. (RightCapital) and Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader today announced their new partnership.

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