Broadridge Financial Solutions, Inc.
NYSE: BR
Stock price
184.82 USD
(+0%) TODAY
Financial Performance
5Y price score: 11
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 200.2%
US$ Per
Share
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133.8
52-week range
259.0
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
6.1 %
Dividend Yield TTM
2.1 %
Market cap $
$ 21,376
Price / Earnings TTM
19.2
Price / Book TTM
7.5
PEG TTM
2.2
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(26.6) %
16.6 %
200.2 %
Free cash flow per share growth
4.8 %
138.4 %
266.5 %
Earnings per share growth
8.9 %
106.5 %
279.4 %
Business Summary:
Latest Earnings Call Takeaways
2026 Q4 (Aug 4, 2026)
1) Strong Financial Performance
- Fiscal year 2026 revenue increased by 8% in constant currency, with adjusted EPS rising 12% to $9.60.
- Closed sales reached a record $305 million in Q4, with $158 million in closed sales for the quarter.
- Free cash flow was robust at $1.2 billion, representing 110% of adjusted earnings, and the company returned nearly $9 per share to shareholders through dividends and buybacks.
2) Strategic Initiatives and Growth Drivers
- Broadridge is focusing on digitization, agentic AI, and tokenization to build the infrastructure for future financial markets.
- The company is expanding its governance capabilities, including a successful AI-powered proxy voting engine, and plans to enhance its offerings for global equities.
- In Capital Markets, Broadridge is capitalizing on the demand for extended hours trading and has onboarded multiple Tier 1 banks to its tokenized collateral management platform, DLR.
3) Segment Performance and Innovations
- Governance segment recurring revenue grew 8%, driven by strong equity position growth of 16%.
- Capital Markets revenue rose 5% to $1.2 billion, with the CQG acquisition contributing to growth.
- Wealth Management revenues increased by 10%, bolstered by the SIS acquisition and the launch of digital asset capabilities.
4) Challenges and Market Outlook
- The SEC's proposed e-delivery rule is expected to have a modest impact on recurring revenue growth over the next few years but could enhance Broadridge's competitive position in digital communications.
- The company anticipates a normalization of position growth in fiscal 2027, with guidance for recurring revenue growth of 6% to 8% and adjusted EPS growth of 8% to 12%.
- Broadridge's backlog of $470 million provides strong visibility into future growth, supported by ongoing sales momentum.
5) Future Plans and Guidance
- Broadridge is committed to investing in AI and tokenization, expecting $25 million in AI-driven productivity gains in fiscal 2027.
- The company plans to continue its share repurchase program, with a new authorization of $1.5 billion, while also pursuing strategic acquisitions.
- The guidance for fiscal 2027 includes a focus on maintaining strong recurring revenue growth and leveraging its digital capabilities to enhance client offerings.
Bottom line: Broadridge is positioned for steady growth, driven by strong financial results, strategic investments in technology, and a robust pipeline, making it an attractive opportunity for shareholders looking for long-term value.
Annual Reports, Presentations And IR Contacts
Go to the websiteBroadridge Financial Solutions, Inc. — Financial Overview, Stock Price, Market Cap
Broadridge Financial Solutions, Inc. is a company. Founded in 2007. As of August 26, 2026, the company's market capitalization is $21375911560 with a current stock price of $184.82.
