Broadridge Financial Solutions (NYSE:BR) Announces Earnings Results

04 Aug 2026, 16:10 by Mitch Edgeman · The Markets Daily

Broadridge Financial Solutions (NYSE:BR – Get Free Report) announced its quarterly earnings results on Tuesday. The business services provider reported $3.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.76 by $0.06, Zacks reports. The company had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $2.17 billion. Broadridge Financial Solutions had a return on equity of 40.14% and a net margin of 15.03%.Broadridge Financial Solutions’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same period in the previous year, the business earned $3.55 EPS. Broadridge Financial Solutions updated its FY 2027 guidance to 10.370-10.750 EPS.

Here are the key takeaways from Broadridge Financial Solutions’ conference call:

Strong fiscal 2026 performance: Recurring revenue grew 8% in constant currency to $4.9 billion, adjusted EPS rose 12% to $9.60, free cash flow increased 17% to $1.2 billion, and closed sales reached a record $305 million.
Healthy outlook for fiscal 2027: Broadridge guided to 6%-8% recurring-revenue growth and 8%-12% adjusted EPS growth, supported by a $470 million sales backlog, continued equity and fund position growth, and $25 million of expected AI-driven productivity gains.
Tokenization is emerging as a major growth opportunity: DLR processed $360 billion in tokenized repo transactions in June, with additional Tier 1 clients onboarding and expected volume growth of 50% by December. The planned DLX platform will extend tokenization across equities, funds, alternatives, money-market instruments, and related servicing.
Capital returns remain a priority: The company repurchased a record $600 million of stock in fiscal 2026, raised its dividend 12% to $4.36 per share, and increased its repurchase authorization to $1.5 billion while maintaining leverage at 1.9x.
Event-driven revenue is expected to moderate: Fiscal 2027 event-driven revenue is forecast at $250 million-$300 million after a record fiscal 2026, while the SEC’s proposed e-delivery rule could create a modest recurring-revenue headwind over two to three years, although management expects limited impact on earnings growth.

Broadridge Financial Solutions Stock Performance

Shares of Broadridge Financial Solutions stock traded up $12.88 on Tuesday, hitting $170.22. The stock had a trading volume of 542,328 shares, compared to its average volume of 1,422,655. The stock has a market cap of $19.69 billion, a price-to-earnings ratio of 18.20 and a beta of 0.87. The company has a current ratio of 0.94, a quick ratio of 0.94 and a debt-to-equity ratio of 0.97. Broadridge Financial Solutions has a 52-week low of $133.83 and a 52-week high of $271.91. The company’s 50 day moving average price is $146.94 and its 200 day moving average price is $164.00.

Broadridge Financial Solutions Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Friday, June 12th were issued a $0.975 dividend. This represents a $3.90 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend was Friday, June 12th. Broadridge Financial Solutions’s payout ratio is presently 41.76%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on BR shares. UBS Group cut their target price on Broadridge Financial Solutions from $250.00 to $165.00 and set a “neutral” rating on the stock in a research report on Monday, May 4th. DA Davidson lowered their price target on Broadridge Financial Solutions from $228.00 to $214.00 and set a “buy” rating for the company in a report on Tuesday, May 5th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $200.00 price target on shares of Broadridge Financial Solutions in a research note on Monday, June 22nd. Needham & Company LLC cut their price objective on shares of Broadridge Financial Solutions from $255.00 to $230.00 and set a “buy” rating on the stock in a report on Friday, May 1st. Finally, Weiss Ratings downgraded shares of Broadridge Financial Solutions from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday, May 11th. Four analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Broadridge Financial Solutions has an average rating of “Moderate Buy” and a consensus price target of $221.57.

Check Out Our Latest Stock Analysis on BR

Insider Transactions at Broadridge Financial Solutions

In related news, insider Hope M. Jarkowski sold 1,966 shares of the firm’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $155.00, for a total transaction of $304,730.00. Following the transaction, the insider owned 1 shares in the company, valued at $155. This trade represents a 99.95% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 1.10% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Broadridge Financial Solutions

Large investors have recently modified their holdings of the company. State Street Corp increased its holdings in shares of Broadridge Financial Solutions by 6.7% in the 4th quarter. State Street Corp now owns 5,994,841 shares of the business services provider’s stock valued at $1,343,572,000 after acquiring an additional 375,699 shares during the period. Northern Trust Corp grew its position in Broadridge Financial Solutions by 6.6% during the 3rd quarter. Northern Trust Corp now owns 1,711,824 shares of the business services provider’s stock worth $407,705,000 after purchasing an additional 105,696 shares during the last quarter. Invesco Ltd. grew its position in Broadridge Financial Solutions by 7.9% during the 4th quarter. Invesco Ltd. now owns 1,547,488 shares of the business services provider’s stock worth $345,353,000 after purchasing an additional 113,806 shares during the last quarter. JPMorgan Chase & Co. grew its position in Broadridge Financial Solutions by 52.8% during the 4th quarter. JPMorgan Chase & Co. now owns 1,403,997 shares of the business services provider’s stock worth $313,330,000 after purchasing an additional 485,297 shares during the last quarter. Finally, Ameriprise Financial Inc. increased its stake in Broadridge Financial Solutions by 10.0% in the second quarter. Ameriprise Financial Inc. now owns 1,139,533 shares of the business services provider’s stock valued at $276,602,000 after purchasing an additional 103,595 shares during the period. 90.03% of the stock is owned by institutional investors and hedge funds.

Broadridge Financial Solutions Company Profile

(Get Free Report)

Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.

Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.