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 Q3 2021

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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.

Broadridge Financial reports solid Q1 results, raises revenue guidance

Broadridge Financial delivered a strong performance in Q1 2025, with growth in governance and capital markets revenue. Despite challenges in Wealth and Investment Management, the company remains optimistic about the SIS acquisition and raised revenue guidance. The outlook for the year includes solid sales activity and confidence in revenue growth.

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Increased retail investor engagement as a result of the evolving market and regulatory framework NEW YORK and LONDON , March 27, 2024 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR) today announced its latest whitepaper on the trends driving the proxy voting and corporate governance activities of retail investors throughout Europe. The whitepaper, The Continued Empowerment of the Retail Shareholder , looks at how ongoing reviews of the Capital Markets Union (CMU) and the Shareholder Rights Directive (SRDII), combined with wider adoption of new technology, a greater emphasis on user experience and a shift in the priorities of traditional and next-generation retail investors, are shaping the market and further engaging the retail segment.

Across Europe Retail Investor Voting Activity is Growing, According to New Broadridge Whitepaper

13th annual ranking highlights that 'Solidity' and 'Client-oriented thinking' distinguish leading asset managers NEW YORK , March 26, 2024 /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 prize solidity and client service as the domestic giants jostle for position and strengthen their hold on the asset management industry.

Vanguard Unseats BlackRock's Top Spot in Broadridge's 2024 Best-Performing Fund Brand Ranking in the U.S.

NEW YORK , March 25, 2024 /PRNewswire/ -- LTX, an AI-powered fixed income trading platform and subsidiary of global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR), today announced a successful integration with TS Imagine's Fixed Income Execution Management System, TradeSmart Fixed Income (TradeSmart). The integration offers mutual buy-side clients improved pre-trade transparency, price discovery and better access to aggregated liquidity within their existing workflows.

LTX by Broadridge Integrates with TS Imagine to Improve Fixed Income Liquidity Access for Mutual Buy-Side Clients

New expanded international issuer services including AI-powered analytics NEW YORK and LONDON , March 25, 2024 /PRNewswire/ -- Global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR), today announced the launch of Broadridge Investor Insights, an analytics platform that gives issuers a comprehensive understanding of their investors and voting patterns. Issuers can use the built-in artificial intelligence to identify opportunities for increased investor engagement and participation in the voting process.

Broadridge's New Investor Insights Solution Elevates Engagement Between Issuers and Investors

Broadridge (BR) benefits from its growth strategy in governance, capital markets and wealth management.

Broadridge (BR) Rises 52% in a Year: What You Should Know

Broadridge optimizes and delivers transformation and innovation across multiple jurisdictions NEW YORK and LONDON and FRANKFURT, Germany, March 21, 2024 /PRNewswire/ -- Baader Bank AG has chosen global Fintech leader Broadridge Financial Solutions, Inc.'s (NYSE:BR) solution for its regulatory trade and transaction reporting. The agreement further extends Broadridge's strategic relationship with the bank, which is a user of Broadridge's front and middle office suite of solutions for order management, trading and market connectivity.

Baader Bank Chooses Broadridge's Platform for Regulatory Trade and Transaction Reporting

Broadridge's (BR) Itiviti acquisition strengthens its presence in the APAC and EMEA, boosting the global technology and operations segment's performance.

Here's Why Investors Should Retain Broadridge (BR) Stock Now

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Focusing on organizational resilience and accountability for performance are governance best practices that can enable directors and management teams to work more effectively MENLO PARK, Calif. , March 19, 2024  /PRNewswire/ -- Board directors and C-suite leaders are not fully aligned on a range of critical issues when it comes to the oversight of challenges facing their businesses and the board's performance, according to the inaugural Global Board Governance Survey developed by Protiviti, BoardProspects, and Broadridge Financial Solutions, Inc. (NYSE: BR).

Board and C-Suite Leaders Diverge on How to Address Critical Business Challenges, Study from Protiviti, Broadridge and BoardProspects Finds

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Firms pacing investments in core technologies and cyber while promise of GenAI and the war for talent becomes the next battleground NEW YORK , March 14, 2024 /PRNewswire/ -- As the digital revolution accelerates, financial institutions are racing to create enterprise value by investing heavily through the economic cycle, according to a new study by Broadridge Financial Solutions, Inc. (NYSE: BR). The study found that 75% of executives are confident in their tech transformation roadmap, but a digital maturity gap is growing between leaders and non-leaders.

Gap Widens Between Leaders and Non-Leaders as Digital Transformation in Financial Services Reaches New Level of Maturity

Broadridge creates a platform delivering competitive advantages for the Futures Commission Merchant (FCM) community through the introduction of innovative and disruptive technologies NEW YORK , March 12, 2024 /PRNewswire/ -- Designed to transform order and execution management capabilities for sell-side institutions, global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR), announced today the launch of its global Futures and Options Software-as-a-Service (SaaS) platform, expanding its existing derivatives trading capabilities. A top 3 FCM has signed as an anchor client.

Broadridge Launches Global Futures and Options Fully Hosted Trading Platform to Expand Derivatives Trading Capabilities

The modular cloud-based solution will open new markets and reduce maintenance burden and complexity NEW YORK and TOKYO , March 10, 2024 /PRNewswire/ -- Matsui Securities Co., Ltd., one of Japan's top online securities brokers, has selected global Fintech leader Broadridge Financial Solutions, Inc.

Matsui Securities Adopts Broadridge's Post Trade Solution to Drive Stock Lending Efficiency

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Simplifying and optimizing operations while delivering transformation and innovation SINGAPORE , March 3, 2024 /PRNewswire/ -- To elevate its securities finance offering, CGS International Securities Pte. Ltd. (CGS International), a leading integrated financial services provider in Asia, has implemented global Fintech leader Broadridge Financial Solutions, Inc.'s (NYSE:BR), Securities Finance and Collateral Management (SFCM) platform.

CGS International Securities Expands Securities Finance Capabilities with Broadridge SFCM Solution

NEW YORK and LONDON and STOCKHOLM , Feb. 27, 2024 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced the launch of a new whitepaper in collaboration with Firebrand Research, highlighting the latest trends in capital markets across the Nordic region. The research, 'Capital Markets Trends in the Nordics: Harmonising While Retaining Local Expertise,' reveals an increasing focus on improving efficiency, transitioning away from legacy infrastructure, and modernizing systems to support future market requirements.

Broadridge Whitepaper Highlights the Drive for Efficiency Amongst Nordic Capital Markets Firms

Almost half of consumers are willing to spend more for an improved customer experience, according to Broadridge's 6th Annual CX and Communications Survey NEW YORK , Feb. 20, 2024 /PRNewswire/ -- Amid today's uncertain economic environment and companies' increasing dependence on technology to provide customer service, consumer patience has dwindled with the rate of consumers who feel that companies need to improve their customer experience doubling (70%) since 2019, according to the latest CX & Communications Consumer Insights survey from global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR). The research underscores the pressing need for companies to further enhance the customer experience and emphasizes the crucial role of personalization and empathy in addressing customer concerns, particularly in the age of AI.

Navigating the CX Challenge: Despite Companies' Increased Tech Investments, Consumer Impatience Grows

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The Zacks Outsourcing industry is poised for growth as business and IT outsourcing have become vital. Companies like ADP, PAYX and BR are positioned to benefit from the prevailing trends.

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Expansion of Opt-in Jurisdictions and Increasing Prevalence of Collective Investor Global Actions Among Top 2023 Trends NEW YORK , Feb. 15, 2024 /PRNewswire/ -- Class action securities settlements had an exceptional year in 2023 with 126 distinct filing opportunities globally, resulting in a settlement value of more than $5.5 billion, according to the fifth annual Broadridge Global Class Actions Report released by global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR). "2023 marked another step forward in terms of the globalization of securities class actions.

Global Class Action Mega-Settlements Smash Four-Year Average by Over 87% New Broadridge Report Shows

Advisors with a defined marketing strategy falls to the lowest rate in five years (20% in U.S.), yet confidence in meeting practice goals remains high Less than half of U.S. advisors currently use or plan to use generative AI for marketing, compared to 56% of Canadian advisors NEW YORK and TORONTO , Feb. 7, 2024 /PRNewswire/ -- As macroeconomic volatility has led to an influx of investors seeking financial advice, advisors are increasingly looking to next-generation technology such as generative AI to address their marketing challenges and meet the increased personalization expectations of prospects and clients, according to global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR) annual financial advisor marketing survey. In its fifth year, this annual survey evaluates North American registered financial advisors' sentiment and activities around digital marketing strategies, shedding light on the successes and challenges that advisors are facing.

Fifth Annual Broadridge Survey Reveals Time and Expertise Top Challenges in Advisor Marketing Strategies

Broadridge's (BR) second-quarter fiscal 2024 revenues increase year over year.

Broadridge's (BR) Q2 Earnings Beat Estimates, Increase Y/Y

Broadridge Financial Solutions, Inc. (BR) Q2 2024 Earnings Call Transcript

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

Broadridge Financial (BR) Reports Q2 Earnings: What Key Metrics Have to Say

Broadridge Financial Solutions (BR) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of $0.88 per share. This compares to earnings of $0.91 per share a year ago.

Broadridge Financial Solutions (BR) Beats Q2 Earnings and Revenue Estimates

Recurring revenues grew 7%; up 6% constant currency Diluted EPS rose to $0.59 and Adjusted EPS increased to $0.92 Year-to-date Closed sales rose 12% Reaffirming FY'24 guidance, including 6-9% Recurring revenue growth constant currency and 8-12% Adjusted EPS growth, and Closed sales of $280-320 million NEW YORK , Feb. 1, 2024 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the second quarter ended December 31, 2023 of its fiscal year 2024. Results compared with the same period last year were as follows:   Summary Financial Results Second Quarter Six Months Dollars in millions, except per share data   2024 2023 Change 2024 2023 Change Recurring revenues $899 $840 7 % $1,770 $1,646 8 %      Constant currency growth (Non-GAAP) 6 % 7 % Total revenues $1,405 $1,293 9 % $2,836 $2,576 10 % Operating income $124 $108 15 % $273 $195 40 %      Margin 8.9 % 8.3 % 9.6 % 7.6 % Adjusted Operating income (Non-GAAP) $174 $173 1 % $374 $323 16 %      Margin (Non-GAAP) 12.4 % 13.4 % 13.2 % 12.5 % Diluted EPS $0.59 $0.48 23 % $1.35 $0.91 48 % Adjusted EPS (Non-GAAP) $0.92 $0.91 1 % $2.01 $1.75 15 % Closed sales $58 $65 (11 %) $106 $94 12 %   "Broadridge's second quarter marks continued progress toward the growth objectives we outlined at our Investor Day in December," said Tim Gokey, Broadridge CEO.

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