Broadridge Financial Solutions, Inc. (BR) is a New York-based financial technology and corporate services company that provides mission-critical infrastructure, communications, and processing services to the global financial services industry. With a market cap of $20.8 billion, Broadridge operates through Investor Communication Solutions, Global Technology and Operations, and other segments. Broadridge shares have observed a 26.3% downtick over the past 52 weeks and 21% drop on a YTD basis. In contrast, ...

Powering and transforming financial markets Investor Presentation February 2026 Forward-Looking Statements This presentation and other written or oral statements made from time to time by representatives of Broadridge Financial Solutions, Inc. ("Broadridge" or the "Company") contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Statements that are not historical in nature, and which may be identified by the use of words such as "expects," "assumes, ...

Powering and transforming financial markets Earnings Conference Call Fiscal Second Quarter 2026 February 3, 2026 Forward-Looking Statements This presentation and other written or oral statements made from time to time by representatives of Broadridge Financial Solutions, Inc. ("Broadridge" or the "Company") contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Statements that are not historical in nature, and which may be identified by the use of w ...

Core Insights - Broadridge Financial Solutions reported strong second quarter results for fiscal year 2026, with recurring revenues growing by 9% and adjusted EPS increasing by 2% to $1.59, leading to an increase in the adjusted EPS growth outlook to 9-12% for the fiscal year [1][2][5] Financial Performance - Recurring revenues reached $1,070 million, up from $980 million, reflecting a 9% increase year-over-year [1][2] - Total revenues increased by 8% to $1,714 million compared to $1,589 million in the same quarter last year [1][2] - Operating income was $206 million, a slight decrease of 2% from $211 million, with an operating income margin of 12.0% [1][2] - Adjusted operating income rose by 1% to $265 million, with an adjusted operating income margin of 15.5% [1][2] Earnings Metrics - Diluted EPS increased by 102% to $2.42, compared to $1.20 in the prior year [1][2] - Adjusted EPS rose by 2% to $1.59 from $1.56 [1][2] - Net earnings doubled to $285 million, while adjusted net earnings increased by 1% to $187 million [1][2] Segment Performance - Investor Communication Solutions (ICS) total revenues increased by 7% to $1,233 million, driven by growth in digital revenues and the acquisition of Signal Agency Limited [1][2] - Global Technology and Operations (GTO) revenues rose by 9% to $480 million, with wealth and investment management growing by 12% [1][2] Guidance and Outlook - The company reaffirmed its fiscal year 2026 guidance for recurring revenue growth at the higher end of 5-7% and closed sales expected between $290 million and $330 million [1][2] - Adjusted operating income margin guidance remains at 20-21% [1][2] Recent Developments - On January 5, 2026, Broadridge completed the acquisition of Acolin Group Holdco Limited for approximately $70 million, enhancing its capabilities in cross-border fund distribution and regulatory services [2][5]

Core Insights - Broadridge Financial Solutions reported strong first-quarter results for fiscal year 2026, with recurring revenues growing by 9% to $977 million and total revenues increasing by 12% to $1,589 million compared to the same period last year [1][4] - The company raised its fiscal year 2026 recurring revenue growth outlook to the higher end of the 5-7% guidance range and reaffirmed its guidance for adjusted EPS growth of 8-12% and closed sales of $290-$330 million [2][3] Financial Performance - Recurring revenues increased by $77 million, or 9%, from $900 million in the previous year [1][4] - Total revenues rose by $166 million, or 12%, from $1,423 million in the prior year [1][4] - Operating income grew by 40% to $189 million, with an operating margin of 11.9%, up from 9.4% [1][5] - Adjusted EPS increased by 51% to $1.51, compared to $1.00 in the prior year [1][4] Segment Results - Event-driven revenues surged by 81% to $114 million, driven by a higher volume of mutual fund proxy communications [5] - Distribution revenues increased by 8% to $498 million, influenced by a postage rate increase of approximately $25 million [5] - The Investor Communication Solutions (ICS) segment generated revenues of $1,130 million, while the Global Technology and Operations (GTO) segment contributed $459 million [31] Acquisitions and Investments - Broadridge made two tuck-in acquisitions during the quarter to enhance its governance business, acquiring Signal for approximately $27 million and iJoin for about $35 million [2][7][8] - The company repurchased $150 million of its shares, indicating a commitment to returning value to shareholders [2] Guidance and Outlook - The company expects fiscal year 2026 recurring revenue growth at the higher end of the 5-7% guidance range, with continued margin expansion and strong closed sales [2][3] - The adjusted operating income margin is expected to remain between 20-21% [3]

Core Insights - Broadridge Financial Solutions, Inc. has a market capitalization of $29.3 billion and is recognized as a global leader in financial technology, providing essential services to various financial institutions [1] - The company operates through two main segments: Investor Communication Solutions and Global Technology & Operations, offering a wide range of services from regulatory communications to securities processing [2] Financial Performance - Broadridge's stock has experienced a decline of 9.7% from its 52-week high of $271.91, while it has risen 2.8% over the past three months, underperforming the Nasdaq Composite's 13.4% increase during the same period [3] - Year-to-date, Broadridge's stock is up 8.6%, lagging behind the Nasdaq's 15.7% gain, and has increased by 16.1% over the past 52 weeks compared to the Nasdaq's nearly 27% return [4] Recent Developments - On August 5, Broadridge's shares surged 6.8% following the release of strong Q4 2025 results, reporting adjusted EPS of $3.55 and revenue of $2.07 billion, driven by a 5% increase in the Investor Communication Solutions segment and a 12% rise in Global Technology & Operations [5] - Management provided an optimistic fiscal 2026 guidance, projecting 5% - 7% recurring revenue growth and 8% - 12% adjusted EPS growth [6] Analyst Sentiment - Analysts maintain a cautious outlook on Broadridge, with a consensus rating of "Hold" from nine analysts, and a mean price target of $277.57, indicating a 13% premium to current levels [7]

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]

Financial Performance Highlights - Broadridge's FY25 recurring revenue grew by 7% in constant currency[14] - Adjusted EPS grew by 11% in FY25[14] - Closed sales reached $288 million in FY25[14] - Q4'25 Recurring revenues were $1424 million, a 7% increase[23] - Adjusted EPS for Q4'25 was $355, a 1% increase[23] Segment Performance (Recurring Revenue) - ICS (Investor Communication Solutions) recurring revenues for FY25 were $2732 million, up 6%[25] - GTO (Global Technology and Operations) recurring revenues for FY25 were $1776 million, up 8%[28] - Capital Markets recurring revenue grew by 6% to $1115 million in FY25[28] - Wealth & Investment Management recurring revenue grew by 12% to $661 million in FY25[28] Growth Drivers and Future Outlook - Equity position growth was 16% in FY25[31] - Internal Trade Growth was 13% in FY25[31] - Broadridge expects 5-7% recurring revenue growth in constant currency for FY26[14] - Broadridge projects 8-12% adjusted EPS growth for FY26[14]

Core Insights - Broadridge Financial Solutions reported a strong fiscal year 2025 with a 7% growth in recurring revenues and an 11% increase in adjusted EPS, alongside closed sales of $288 million [1][2][3] Financial Performance - Recurring revenues for Q4 2025 reached $1,424 million, a 7% increase from $1,326 million in Q4 2024, while total revenues increased 6% to $2,065 million from $1,944 million [1][7] - For the fiscal year 2025, total revenues were $6,889 million, up 6% from $6,507 million in fiscal year 2024, with recurring revenues at $4,508 million, also a 7% increase [1][12] - Operating income for Q4 2025 was $499 million, a 13% increase from $441 million in Q4 2024, with an operating income margin of 24.1% [1][7] - Diluted EPS for fiscal year 2025 was $7.10, a 21% increase from $5.86 in the previous year [1][12] Dividend and Shareholder Returns - The Board approved an 11% increase in the annual dividend to $3.90 per share, marking the 19th consecutive annual dividend increase [2][16] Strategic Initiatives - The company invested in strategic M&A to enhance its wealth business in Canada and repurchased $100 million of its shares, reflecting strong free cash flow and balanced capital allocation [2] - Broadridge announced the proposed acquisition of Acolin Group Holdco Limited for approximately $70 million, aimed at strengthening its European fund distribution network [15] Future Guidance - For fiscal year 2026, Broadridge anticipates 5-7% growth in recurring revenues and 8-12% growth in adjusted EPS [3][4]

Core Insights - Analysts expect Broadridge Financial Solutions (BR) to report quarterly earnings of $3.51 per share, reflecting a year-over-year increase of 0.3% [1] - Revenue projections stand at $2.05 billion, indicating a 5.6% increase from the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the past 30 days, suggesting stability in analyst projections [1] Revenue Estimates - 'Revenues- Global Technology and Operations' are estimated at $454.93 million, representing a year-over-year change of +9.4% [4] - 'Investor Communication Solutions- Total ICS Recurring revenues' is projected to be $969.03 million, indicating a +6.4% change year over year [4] - 'Investor Communication Solutions- ICS Event-driven revenues- Equity and other' is expected to be $33.11 million, reflecting a -21.4% year-over-year change [5] - 'Investor Communication Solutions- ICS Event-driven revenues- Mutual funds' is forecasted at $25.51 million, indicating a -25% change year over year [5] - 'Investor Communication Solutions- Total ICS Event-driven revenues' is estimated at $58.62 million, suggesting a -23% year-over-year change [6] - 'Investor Communication Solutions- Distribution revenues' is projected to reach $570.24 million, indicating a +5.2% change from the prior year [6] - 'Revenues- Investor Communication Solutions' is expected to be $1.60 billion, reflecting a +4.5% year-over-year change [7] - 'Investor Communication Solutions- ICS Recurring revenues- Data-driven fund solutions' is estimated at $128.26 million, indicating a +5.3% change from the prior year [7] - 'Investor Communication Solutions- ICS Recurring revenues- Issuer' is projected to be $148.54 million, reflecting a +5.3% year-over-year change [8] - 'Investor Communication Solutions- ICS Recurring revenues- Customer communications' is expected to reach $180.82 million, indicating a +6% change year over year [8] - 'Global Technology and Operations- GTO Recurring revenues- Capital markets' is estimated at $288.64 million, reflecting a +5.9% year-over-year change [9] - 'Global Technology and Operations- GTO Recurring revenues- Wealth and investment management' is projected to be $166.55 million, indicating a +16.1% change year over year [9] Stock Performance - Over the past month, Broadridge Financial shares have recorded a return of +2.2%, compared to the Zacks S&P 500 composite's +2.3% change [10] - The company holds a Zacks Rank 3 (Hold), suggesting it will likely perform in line with the overall market in the upcoming period [10]