Broadridge Financial Solutions (BR) shares soared 4.3% in the last trading session to close at $252.99. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 1.9% gain over the past four weeks.The stock is benefiting from the company's recurring revenue model, contributions from acquisitions, growth prospects, and dividend payouts.This technology outsourcing company is expected to post quarterly earnings of $3.51 per share in its upcom ...

To listen to the live event and access the slide presentation, visit Broadridge's Investor Relations website at www.broadridge-ir.com prior to the start of the webcast. To listen to the call, investors may also dial 1-877- 328-2502 within the United States and international callers may dial 1-412-317-5419. NEW YORK, July 23, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR) is scheduled to release its financial results for the fourth quarter and fiscal year 2025 on Tuesday, August 5, 2025 ...

Core Insights - Broadridge Financial Solutions is enhancing financial institutions' compliance with EU Instant Payment regulations through its efficient service for connectivity and message processing [1][2] - The company has successfully onboarded seven clients within five months, demonstrating rapid adoption of its instant payment solutions [2][3] - Broadridge's infrastructure supports real-time payments with zero downtime, processing transactions in less than 10 seconds [6] Group 1: Service Adoption and Impact - The service launched in fall 2024 has seen significant market adoption, reflecting Broadridge's commitment to improving transaction speed and efficiency [1][2] - Partnerships with core banking solution providers like CPB SOFTWARE and instant payment application providers such as Foconis have facilitated rapid deployment for financial institutions [5] - The instructing party model developed with the European Central Bank's TIPS system has simplified compliance and reduced costs for clients [3][4] Group 2: Operational Resilience and Compliance - Broadridge's infrastructure features "active-active" failover across two data centers, ensuring uninterrupted service availability and enhancing resilience [4] - The company is helping banks navigate the evolving regulatory landscape with confidence as the October 2025 compliance deadline approaches [4] - The solution minimizes onboarding complexity, providing a significant cost advantage for financial institutions [2][3]

Acquisition will enhance Broadridge's global fund distribution, data and regulatory service capabilities and reinforce its role at the intersection of funds and distributorsLONDON and NEW YORK, July 3, 2025 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR) today announced its agreement to acquire Acolin, a leading European provider of cross-border fund distribution and regulatory services. The acquisition will create a robust pan-European fund distribution network, facilit ...

Core Insights - Broadridge Financial Solutions has announced expanded roles for Doug DeSchutter and Tom Carey to support its evolution into a platform company [1][4] - Doug DeSchutter has been appointed President of Investor Communication Solutions, having been with the company since 2002 and previously serving as Co-President of the ICS segment [2] - Tom Carey, currently President of Global Technology & Operations, will also oversee the Enterprise Product Management organization, bringing extensive experience in technology-driven businesses [3] Company Overview - Broadridge Financial Solutions is a global technology leader that provides transformative technology to help clients in the financial services industry operate and innovate [4] - The company supports daily trading of over $10 trillion in equities, fixed income, and other securities globally, employing over 14,000 associates in 21 countries [5]

Group 1 - Robert F. Abbott has been managing family investments since 1995 and incorporated options trading in 2010, focusing on covered calls and collars with long stocks [1] - Abbott is a freelance writer with a project aimed at providing information for new and intermediate-level mutual fund investors [1] - He holds a Bachelor of Arts and a Master of Business Administration (MBA) degree [1]

Core Insights - Active ETF assets have grown over 600% in the past five years, reaching $631 billion in 2024, indicating a significant expansion in this investment vehicle [1] - The whitepaper titled "Active ETFs: Achieving Escape Velocity" outlines strategic imperatives for asset managers to successfully launch and scale active ETFs [1][2] Industry Trends - In 2024, a record 660 active ETFs were launched, yet they only account for 6% of total active AUM, suggesting substantial growth potential [2] - The top 10 active asset managers control 77% of active ETF assets, highlighting a concentration challenge within the industry [7] Strategic Principles for Asset Managers - **Go with the Flow**: Success relies on strong distribution, particularly through Registered Investment Advisor (RIA) channels, which dominate active ETF assets [3] - **Pick a Lane**: Successful managers leverage unique investment strategies, proprietary distribution channels, and strong brand identity, focusing on their inherent strengths [4] - **Less is More**: Engaging with high-potential advisors who already utilize active ETFs can enhance conversion rates and sales, emphasizing the importance of advisor scoring and segmentation [5] Future Projections - Active ETF assets are projected to grow to $1.2 trillion by 2027, up from $81 billion in 2019, indicating a robust growth trajectory [7] - Only 11% of active ETFs launched in the past three years raised over $100 million in their first year, which is a critical success indicator [7]

Broadridge Financial Solutions Conference Summary Company Overview - Broadridge Financial Solutions is a leading provider of technology infrastructure in the financial services industry with a market cap of approximately $28 billion and annual fee revenue of $4.5 billion [3][4] - The company serves clients primarily in wealth management, asset management, capital markets, and corporate issuers, including 28 of the 29 globally systemic important banks [4] Core Business Segments - The Investor Communication Solutions (ICS) unit connects corporate issuers to investors through banks and advisors, facilitating a unique network [5] - The Global Technology Operations (GTO) business includes capital markets and wealth management services, providing front, middle, and back office systems [6][7] Growth Plans - Broadridge's growth strategy focuses on three areas: governance franchise, capital markets, and wealth management modernization [8][9] - The governance franchise aims to democratize and digitize governance, with mid-teens position growth in equities and mid-single digits in funds for FY25 [11][12] - Capital markets are being simplified and innovated, with a focus on AI and new technologies like Bond GPT [13][14] - Wealth management is being modernized through modular solutions, allowing firms to upgrade their back office capabilities [15] Financial Performance - Over the last decade, Broadridge has achieved 10% recurring revenue growth and 13% adjusted EPS growth, with dividends growing in line with earnings [16][17] - The company targets 5-8% organic revenue growth and 8-12% EPS growth over the next three years [17] Market Trends - The democratization of investing is driving position growth, with more investors entering the market and increasing the number of positions per investor [22][23] - Position growth has been in the high single digits over the last decade, with expectations for continued positive trends [25][26] Digital Transformation - Broadridge is actively investing in digital communications, with 85-90% of regulatory communications already suppressed digitally [32] - The customer communications business, valued at $700 million, is transitioning from 85% print to a growing digital segment [38][40] Revenue Streams - Recurring revenue is defined as revenue under contract for multiple years, while event-driven revenue is one-time or sporadic [46][47] - Distribution revenue, primarily from physical output, is expected to grow in the medium term but will likely dissipate in the long term as digital strategies are executed [50][51] Demand and Market Conditions - Demand for solutions related to cost efficiency remains strong, with clients seeking to reduce operational costs [55] - Market volatility has historically not negatively impacted position growth, with strong defensibility observed since 2007 [59][61] Competitive Landscape - Broadridge holds a significant share in the proxy business, with competitors like Proxy Trust and Mediant [66] - The company is exploring growth opportunities in the global proxy business as international investors increasingly buy US securities [66] Regulatory Environment - Current regulations, including potential digital asset disclosures and proxy reforms, are seen as opportunities for Broadridge [68][69] - The company has developed a disclosure solution for digital assets called Clarify [68] Capital Allocation Strategy - Broadridge prioritizes internal growth investments, dividends, tuck-in M&A opportunities, and share buybacks while maintaining an investment-grade credit rating [75][76]

Core Insights - LTX has launched BondGPT Intelligence, an AI-powered feature that integrates generative AI capabilities into trading workflows, providing actionable intelligence at critical moments [1][2][3] - The new functionality enhances the trading experience by anticipating user queries and delivering immediate access to market data and insights, thereby supporting faster decision-making [2][3] - The launch follows the granting of a patent for the underlying methods and systems of BondGPT, reinforcing LTX's commitment to advanced AI technology in trading [4] Company Overview - LTX is an electronic trading platform focused on the corporate bond market, utilizing AI to improve liquidity, efficiency, and execution [5] - LTX operates under Broadridge Financial Solutions, a global technology leader that supports the financial services industry with transformative technology [6] - Broadridge processes over 7 billion communications annually and facilitates the trading of more than $10 trillion in securities globally [7]

Financial Data and Key Metrics Changes - Broadridge has a market cap of $28 billion and aims for organic revenue growth of 5% to 8% and earnings growth of 8% to 12% over three years, with a target of low double-digit returns over the long term [3][5][6] - The company reported $1.5 billion in fee revenue from its Global Technology and Operations (GTO) segment, with a total addressable market of approximately $36 billion [15][17] Business Line Data and Key Metrics Changes - In corporate governance, Broadridge managed 900 million equity positions in the past year, reflecting significant growth [4][9] - The GTO segment has historically been back-office focused but is now expanding into front and middle office solutions, with strong positions in North America [16][19] - The wealth management segment is seeing growth through a $1 billion investment in a modern platform co-developed with UBS, which is now being implemented with multiple clients [20][21][76] Market Data and Key Metrics Changes - The democratization of investing has increased the percentage of adults in the U.S. holding equities from 40% to 60%, driving position growth for Broadridge [9][10] - The company is experiencing increased demand for digital communications and data analytics solutions, reflecting broader trends in the financial services industry [32][34] Company Strategy and Development Direction - Broadridge is focusing on digitization, moving communications from paper to digital formats, and enhancing investor engagement through innovative platforms [10][11] - The company is transitioning to a platform-oriented model, integrating solutions across asset classes to provide more value to clients [12][13] - Investments in AI and data analytics are seen as key to enhancing product offerings and operational efficiency [14][54] Management's Comments on Operating Environment and Future Outlook - Management acknowledged current macroeconomic uncertainties but emphasized that long-term growth dynamics remain intact [41][46] - The company is positioned to help clients navigate regulatory changes and technological advancements, viewing these as both risks and opportunities [70][72] Other Important Information - Broadridge has made approximately 45 acquisitions over the last ten years, focusing on smaller, high-return investments [24][25] - The company maintains a balanced capital allocation strategy, prioritizing internal investments, dividends, and strategic acquisitions [66][67] Q&A Session Summary Question: Can you elaborate on the current sales outlook given macro uncertainties? - Management lowered the sales outlook for FY25 but confirmed that long-term growth dynamics are still intact, with a focus on organic growth from governance and communications [41][42] Question: What are the top two risks for the company? - Regulatory changes and technology evolution are viewed as risks that can also present opportunities for Broadridge to assist clients [70][72] Question: How has the company evolved over the last five years? - The governance business has scaled significantly, with 70% more positions managed compared to five years ago, and the company has expanded its capital markets and wealth management capabilities [74][75]