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.

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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.

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Giving investors a voice can be a key differentiator for asset management firms worldwide NEW YORK , May 11, 2023 /PRNewswire/ -- The rise in demand for pass-through voting from investors, combined with support from regulators, is fostering the democratization of investing in a major way, according to a new report by global fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR).  "Pass-through voting gives a voice to investment fund holders," said Demi Derem, General Manager, International Investor Communication Solutions at Broadridge.

Pass-Through Voting Enabling Democratization of Investing New Broadridge Report Shows

NEW YORK , May 10, 2023 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) announced that its Board of Directors has declared a quarterly cash dividend of $0.725 per share. The dividend is payable July 6, 2023 to stockholders of record at the close of business on June 15, 2023.

Broadridge Declares Quarterly Dividend of $0.725 Per Share

LONDON and NEW YORK , May 3, 2023 /PRNewswire/ -- Aiviq, the leading provider of client-level AUM and asset flow reporting for global asset managers, has collaborated with global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR) to improve the quality and transparency of both internal sales reporting data and external market intelligence. "The strategic relationship between Aiviq and Broadridge will provide asset management firms with a better view of client AUM and asset flow data for their global market intelligence," said Greg Glass, executive director of Aiviq.

Broadridge Data and Analytics and Aiviq Enhance Data Integration and Transparency for Asset Managers

Broadridge Financial Solutions, Inc. (NYSE:BR ) Q3 2023 Earnings Conference Call May 2, 2023 8:30 AM ET Company Participants Edings Thibault - Head of IR Tim Gokey - CEO Edmund Reese - CFO Conference Call Participants David Togut - Evercore ISI Daniel Perlin - RBC Capital Markets Peter Heckmann - D.A. Davidson Darrin Peller - Wolfe Research James Faucette - Morgan Stanley Puneet Jain - JPMorgan Operator Good morning, and welcome to the Broadridge Fiscal Third Quarter 2023 Earnings Conference Call.

Broadridge Financial Solutions, Inc. (BR) Q3 2023 Earnings Call Transcript

Broadridge, a processor and distributor of proxies and regulatory filings, has delivered despite banking-industry turmoil, and economic uncertainty.

Broadridge Stock Surges After Earnings. Investors Value Consistency.

Broadridge's (BR) third-quarter fiscal 2023 revenues increase year over year.

Broadridge's (BR) Q3 Earnings Beat Estimates, Increase Y/Y

Although the revenue and EPS for Broadridge Financial (BR) give a sense of how its business performed in the quarter ended March 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Broadridge Financial (BR) Reports Q3 Earnings: What Key Metrics Have to Say

Broadridge Financial Solutions (BR) came out with quarterly earnings of $2.05 per share, beating the Zacks Consensus Estimate of $2.01 per share. This compares to earnings of $1.93 per share a year ago.

Broadridge Financial Solutions (BR) Q3 Earnings Beat Estimates

Recurring revenues grew 8%; up 9% constant currency Diluted EPS grew 12% and Adjusted EPS grew 6% Expecting FY'23 Recurring revenue growth constant currency at higher end of 6-9% guidance range Reaffirming FY'23 outlook for continued margin expansion and 7-11% Adjusted EPS growth NEW YORK , May 2, 2023 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the third quarter ended March 31, 2023 of its fiscal year 2023. 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 2023 2022 Change 2023 2022 Change Recurring revenues $1,082 $1,003 8 % $2,728 $2,546 7 %      Constant currency growth - Non-GAAP 9 % 9 % Total revenues $1,646 $1,534 7 % $4,222 $3,986 6 % Operating income $287 $246 17 % $482 $418 15 %      Margin 17.4 % 16.0 % 11.4 % 10.5 % Adjusted Operating income - Non-GAAP $345 $313 10 % $668 $631 6 %      Margin - Non-GAAP 21.0 % 20.4 % 15.8 % 15.8 % Diluted EPS $1.67 $1.49 12 % $2.58 $2.46 5 % Adjusted EPS - Non-GAAP $2.05 $1.93 6 % $3.81 $3.81 — Closed sales $62 $57 8 % $156 $169 (8 %) "Broadridge delivered strong third quarter results, with 9% growth in recurring revenue constant currency, continued growth in Adjusted EPS, and increasing free cash flow.

Broadridge Reports Third Quarter Fiscal 2023 Results

NEW YORK and LONDON and ZURICH , April 20, 2023 /PRNewswire/ -- CAT Financial Products Ltd. (CATFP), one of the leading independent Swiss providers of securities and investment services for structured products, has transformed its front to back office processing efficiency by implementing the international multi-asset post-trade processing solution from global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR).

CAT Financial Products Selects Broadridge for International Post-Trade Processing of Structured Products

Driving greater customer value through a single multi-asset class post-trade matching platform, leveraging FIX NEW YORK , April 19, 2023 /PRNewswire/ -- To better automate the middle and back-office functions around trade matching, global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE: BR), today announced an expansion of its partnership with Linedata, a global provider of asset management and credit technology data and services. Through this expanded global partnership, Broadridge's NYFIX Matching solution will be integrated directly with Linedata's Order Management System (OMS) powered by its Asset Management Platform (AMP).

Broadridge and Linedata Announce Integration with Linedata Longview OMS to enhance Trade Matching

NEW YORK , April 18, 2023 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) is scheduled to release its financial results for the third quarter of fiscal year 2023 on Tuesday, May 2, 2023. 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 2023 Results on May 2, 2023

Broadridge Integrated Solution Drives Increased Simplification

Broadridge Integrated Solution Drives Increased Simplification and Lower Costs Across the Trade Lifecycle

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NEW YORK , April 3, 2023  /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR), today announced that UBS (NYSE:UBS) and a global Asian bank have successfully executed the first cross-border intraday repo transaction on Broadridge's blockchain enabled Distributed Ledger Repo (DLR) platform. This groundbreaking intraday trade marks the launch of the next phase in the rollout of Broadridge's DLR platform.

UBS Executes First Cross-Border Intraday Repo Trade on Broadridge Distributed Ledger Repo Platform

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Broadridge's (BR) Global Technology and Operations business looks well poised to be driven by the Itiviti acquisition.

Broadridge (BR) Appreciates 6.6% in Three Months: Here's Why

NEW YORK and LONDON and COPENHAGEN, Denmark , March 29, 2023 /PRNewswire/ -- To meet ongoing regulatory and market demand for increased governance and transparency, global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR) today announced that it has signed an agreement with SDC, a leading provider of banking systems in Scandinavia, to deliver its end-to-end digital voting solutions to SDC's customers. Broadridge's solutions will enable banks to make it easier for retail and institutional clients to vote.

Broadridge and SDC to Deliver Enhanced Investor Voting Solution to the Nordic Markets

12th annual ranking highlights that investment strategy and solidity distinguish leading asset managers NEW YORK , March 28, 2023 /PRNewswire/ -- The latest edition of Broadridge's Fund Brand 50 (FB50), an annual research study by global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR) was released today, highlighting the world's best-performing third-party asset management brands. U.S. fund selectors identified appealing investment strategy and solidity as the top priority attributes amid market volatility that has derailed a decade of momentum.

Best-Performing Fund Brands Globally According to the Broadridge Fund Brand 50 2023 Report

Broadridge Financial Solutions is a steadily growing financial solutions provider for various banks, broker-dealers, mutual funds and so on. The stock price has shown tremendous returns with a 10-year average annual return of 21%. Broadridge has greatly increased its revenues and profits during this period.

Broadridge Financial Solutions: A Rich Valuation

Enables Atlas to gain investment management operational efficiencies and better manage risk NEW YORK and LONDON , March 23, 2023 /PRNewswire/ -- Atlas Responsible Investors, one of the first hedge fund managers to concentrate exclusively on impact investing, has enhanced its technology by implementing a cloud-based portfolio and order management solution from global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR). This tech enhancement will help Atlas Responsible Investors drive middle-office operational efficiencies, enable the management of multiple asset classes and better manage risk.

Atlas Responsible Investors Optimizes Tech with Broadridge's Portfolio and Order Management Solution

Leading financial technology providers join forces to offer comprehensive, one-stop solution for regulatory tax information reporting NEW YORK , March 21, 2023 /PRNewswire/ -- To provide the financial services industry with seamlessly integrated cost basis processing and tax information reporting, global Fintech leader,  Broadridge Financial Solutions,  Inc. (NYSE:BR), has teamed with Apex Silver (formerly Silver Management Group of Companies), a trusted provider of enterprise-class SaaS solutions and a subsidiary of Apex Fintech Solutions, Inc. This new comprehensive solution will provide wealth managers with a more tightly coupled offering, thus reducing the overall cost of ownership and improving the overall tax experience for clients. This alliance introduces a common data sourcing and management model making integrations seamless while providing greater flexibility and scale.

Broadridge and Apex Silver Team Up to Launch New Integrated Cost Basis and Tax Reporting Offering

CHICAGO and NEW YORK and BOCA RATON, Fla. , March 14, 2023 /PRNewswire/ -- CQG, a leading global provider of high-performance technology solutions for market makers, traders, brokers, commercial hedgers and exchanges, today announced a strategic partnership with global Fintech leader, Broadridge Financial Solutions Inc. (NYSE: BR) that will integrate the two firms' Execution Management System (EMS) and Order Management System (OMS) respectively.

CQG Announces Strategic Partnership with Broadridge to Integrate OMS and EMS Technologies

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