Broadridge Financial Solutions, Inc.

NYSE: BR

Stock price

184.82 USD

(+0%) TODAY

Financial Performance

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5Y price score: 11

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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%

DATE RANGE:

US$ Per
Share

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133.8

52-week range

259.0

184.82

Your model inputs

Required return / cost of capital
%
FCFF terminal growth rate
%

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

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FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

6.1 %

Dividend Yield TTM

2.1 %

Market cap $

$ 21,376

Price / Earnings TTM

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P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

19.2

Price / Book TTM

7.5

PEG TTM

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Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

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 %

Founded: 2,007

Employees: 14,000

Business Summary:Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and distributes regulatory reports, class action, and corporate action/reorganization event information, as well as tax reporting solutions. It also offers ProxyEdge, an electronic proxy delivery and voting solution; data-driven solutions and an end-to-end platform for content management, composition, and omni-channel distribution of regulatory, marketing, and transactional information, as well as mutual fund trade processing services; data and analytics solutions; solutions for public corporations and mutual funds; SEC filing and capital markets transaction services; registrar, stock transfer, and record-keeping services; and omni-channel customer communications solutions, as well as operates Broadridge Communications Cloud platform that creates, delivers, and manages communications and customer engagement activities. The company's Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearance and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.

Fair Value Reference Estimate

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

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Broadridge 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.