Compared to Estimates, Broadridge Financial (BR) Q4 Earnings: A Look at Key Metrics

Core Insights - Broadridge Financial Solutions reported revenue of $2.07 billion for the quarter ended June 2025, reflecting a 6.2% increase year-over-year and a positive surprise of 0.61% over the Zacks Consensus Estimate of $2.05 billion [1] - The earnings per share (EPS) for the quarter was $3.55, slightly up from $3.50 in the same quarter last year, with an EPS surprise of 1.14% compared to the consensus estimate of $3.51 [1] Revenue Performance - Global Technology and Operations revenue reached $464.7 million, exceeding the average estimate of $454.93 million by analysts, marking an 11.7% increase year-over-year [4] - Total recurring revenues from Investor Communication Solutions (ICS) were $958.8 million, slightly below the average estimate of $969.03 million, but still showing a 5.3% year-over-year increase [4] - ICS Event-driven revenues from equity and other sources were $38.2 million, which is a 9.3% decrease year-over-year, while mutual funds generated $40.7 million, significantly above the estimate of $25.51 million, reflecting a 19.7% increase [4] - Total ICS Event-driven revenues amounted to $78.9 million, surpassing the average estimate of $58.62 million, with a year-over-year increase of 3.7% [4] - Distribution revenues from ICS were $562.9 million, slightly below the estimate of $570.24 million, but still showing a 3.9% increase year-over-year [4] - Overall revenues from ICS totaled $1.6 billion, matching the average estimate, with a year-over-year change of 4.7% [4] - GTO Recurring revenues from capital markets were $285.4 million, slightly below the estimate of $288.64 million, reflecting a 4.7% year-over-year increase, while wealth and investment management revenues surged by 25% to $179.3 million, exceeding the estimate of $166.55 million [4] Stock Performance - Broadridge Financial's stock has returned 3.3% over the past month, outperforming the Zacks S&P 500 composite, which saw a 1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]