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.

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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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LONDON, SYDNEY and NEW YORK, Feb. 17, 2022 /PRNewswire/ -- To assist in optimising their securities finance offering,  FinClear , the leading wealth management infrastructure provider in Australia, has selected Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader. Broadridge's Securities Finance and Collateral Management (SFCM) FastStart solution provides FinClear and its clients with enhanced functionalities in this area of the business.

Leading Australian Wealth Firm Selects Broadridge to grow Securities Finance Business

NEW YORK and LONDON, Feb. 10, 2022 /PRNewswire/ -- A new whitepaper focused on the growth of retail investment in Europe, and the corresponding need for financial intermediaries to reappraise how they service the increased corporate governance requirements of the retail investor, was released today by Broadridge Financial Solutions (NYSE: BR), a global Fintech leader. The whitepaper, titled The Rise of the Retail Investor, assesses the European regulatory agenda and the continued roll-out of the Capital Markets Union that reinforces the objective for a more engaged and empowered retail investor community.

Top Trends Driving the Rise of the Retail Investor in Europe Highlighted in New Broadridge Whitepaper

NEW YORK , Feb. 9, 2022 /PRNewswire/ -- In the last three years, the percentage of consumers that feel companies need to improve their overall customer experience (CX) has jumped from 35% to 65%, according to global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR). Its fourth annual CX and Communications Insights consumer survey examines how B2C communications impact CX.

The Customer Experience Gap in Communications is Widening Two Years into the Pandemic; Companies Must Adapt or Lose Customers

This fintech felt the effects of the overall market sell-off that hit the sector.

Why Broadridge Financial Dropped 12.9% in January

BR revenue is predictable, supported by long-term customer contracts and regulatory mandates around its proxy services. BR is a dividend aristocrat that increased distributions every year for the past fourteen years.

Broadridge: The Most Important Dividend-Growth Stock You've Never Heard Of

NEW YORK--(BUSINESS WIRE)-- #broadridge--A new Wolters Kluwer/Broadridge alliance enables tax reporting data sharing directly between BPS clients and the GainsKeeper cost basis solution.

Wolters Kluwer Compliance Solutions Partners with Broadridge to Offer Industry-leading Cost Basis Solution

NEW YORK, Feb. 3, 2022 /PRNewswire/ -- FORTUNE® magazine has again named Broadridge Financial Solutions, Inc. (NYSE: BR) to its list of the World's Most Admired Companies in the financial data services industry. The FORTUNE list, considered one of the leading measures of corporate reputation among the world's largest companies, rates firms on a range of criteria from investment value to global competitiveness and innovation.

Broadridge Among FORTUNE Magazine's 2022 'World's Most Admired Companies'

Broadridge's (BR) second-quarter fiscal 2022 earnings and revenues increase year over year.

Broadridge's (BR) Q2 Earnings Surpass Estimates, Up Y/Y

Broadridge Financial Solutions (BR) CEO, Tim Gokey on Q2 2022 Results - Earnings Call Transcript

Broadridge Financial Solutions Inc BR reported second-quarter FY22 revenue growth of 19% to $1.26 billion, beating the consensus of $1.20 billion. Recurring fee revenues increased 19% Y/Y to $798 million.

Broadridge Registers 19% Revenue Growth In Q2; Reiterates FY22 Guidance

NEW YORK, Feb. 1, 2022 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the second quarter ended December 31, 2021 of its fiscal year 2022. 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 2022 2021 Change 2022 2021 Change Recurring fee revenues $798 $673 19% $1,548 $1,322 17% Total revenues $1,260 $1,055 19% $2,452 $2,072 18% Operating income 69 79 (13%) 172 158 9%      Margin 5.5% 7.5% 7.0% 7.6% Adjusted Operating income - Non-GAAP 141 119 19% 318 269 18%      Margin 11.2% 11.2% 12.9% 13.0% Diluted EPS $0.40 $0.48 (17%) $0.97 $1.04 (7%) Adjusted EPS - Non-GAAP $0.82 $0.73 12% $1.89 $1.70 11% Closed sales $83 $44 87% $113 $76 48% "Broadridge delivered another strong quarter, with 19% recurring fee revenues growth and 12% growth in Adjusted EPS," said Tim Gokey, Broadridge's CEO.

Broadridge Reports Second Quarter Fiscal 2022 Results

NEW YORK , Jan. 31, 2022 /PRNewswire/ -- Broadridge Financial Solutions , Inc. (NYSE: BR), a global Fintech leader, and the Financial Services Institute (FSI) today released a joint study of over 400 U.S. financial advisors that sheds light on growth opportunities within the wealth management industry. Specifically, the study demonstrates the opportunity to leverage digital technology, explore new investment vehicles, expand business, and make stronger connections with previously underserved communities and the next generation of investors.

FSI and Broadridge Release Study Highlighting Independent Advisor Growth Opportunities

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Analyzing my real-life portfolio's dividend growth for 2021. Dividend growth rebounded sharply in 2021, which was a more-than-welcomed sight. Weighted dividend growth came in at 8.7%, which is more than adequate.

Dividend Growth Checkup - 2021

Broadridge's (BR) revenues and earnings are likely to have increased in second-quarter fiscal 2022.

Broadridge (BR) to Report Q2 Earnings: What's in Store?

NEW YORK and LONDON and MADRID, Jan. 25, 2022 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) today announced the live availability of a new Spanish issuer "golden copy" event notification and vote execution service for the Spanish market.  The service, delivered in collaboration with Santander Investment S.A.

Broadridge and Santander Collaborate to Transform Proxy Voting for Spanish Market Investors

NEW YORK, Jan. 19, 2022 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, today announced it is the first fintech provider to connect to The Depository Trust & Clearing Corporation's (DTCC's) new automated process for submitting instructions for voluntary corporate actions in ISO 20022 format. The newly enhanced Reorganizations service, offered by DTCC's subsidiary, The Depository Trust Company (DTC), automates the manual process of submitting corporate action instruction, thereby reducing risk associated with human error and providing significant cost savings for clients.

Broadridge is First Fintech to Utilize DTCC's New Process for Submitting Corporate Actions Reorg Instructions

NEW YORK, Jan. 18, 2022 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) is scheduled to release its financial results for the second quarter ended December 31, 2021 of fiscal year 2022 on Tuesday, February 1, 2022. Broadridge will host a webcast and conference call at 8:30 a.m.

Broadridge Schedules Webcast and Conference Call to Review Second Quarter Fiscal Year 2022 Results on February 1, 2022

NEW YORK, Jan. 18, 2022 /PRNewswire/ -- Financial services firms who invested in next-gen technologies and continued their digital transformation push in 2021 are already experiencing the positive effects of these investments, according to a new global survey of 750 financial service firms, released today by global fintech leader Broadridge Financial Solutions (NYSE: BR). Broadridge's Next-Gen Technology Survey scored firms on progress in three key areas of digital transformation: experiences, workflows and analytics.

Digital Transformation Being Pushed at Faster Rate by Financial Services Firms, New Broadridge Survey Finds

OSLO, Norway and NEW YORK, Jan. 18, 2022 /PRNewswire/ -- To achieve greater client connectivity and low and high touch agency trading, Pareto Securities, a leading investment bank in the Nordic capital markets, is now live with Itiviti's multi-asset order management solution (OMS) from Broadridge Financial Solutions, Inc. (NYSE:BR). For Pareto Securities, replacing a 10-year incumbent technology provider at the core of its business, this was a major decision.

Pareto Securities Live with the Front-office Trading Solution from Broadridge

NEW YORK , Jan. 13, 2022 /PRNewswire/ -- Broadridge Financial Solutions (NYSE: BR), a global Fintech leader, announced that it will provide end-to-end proxy vote confirmation this year to all shareholders in the annual meetings of the 2,000+ U.S. public companies whose votes it tabulates.  Broadridge's enhancements to the proxy voting process were developed in conjunction with an industry Working Group led by the Society for Corporate Governance and the Council of Institutional Investors, and involving representatives of custodian banks, broker-dealers, issuers, institutional investors, other proxy tabulators, transfer agents, and the proxy services provider community.

Broadridge Enhances Trust in Proxy Voting Results with Extension of End-to-End Vote Confirmation Services

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A Company with a Robust Business Model and a Strong Buy Consumer Company.

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Broadridge (BR) is backed by higher recurring fee revenues and shareholder-friendly measures. However, high debt is a concern.

Here's Why You Should Retain Broadridge (BR) in Your Portfolio

LONDON and PARIS, Dec. 9, 2021 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR), and SLIB, a leading-edge software vendor in electronic voting and securities services based in France, have announced the live operational running of their joint cross-border proxy voting solution. Unique in the French market, the solution enables intermediaries - including banks, brokers and wealth managers that serve France-based investors - to meet their new, mandatory obligations to support voting for European shareholder meetings under the updated Shareholder Rights Directive (SRDII).

Broadridge and SLIB Joint SRD II Proxy Voting Solution for French Market is NOW LIVE

Broadridge (BR) welcomes Dipti Kachru to the position of global chief marketing officer.

Broadridge (BR) Appoints New Global Chief Marketing Officer

NEW YORK, Dec. 6, 2021 /PRNewswire/ -- Broadridge Financial Solutions (NYSE: BR), a global Fintech leader, today announced the appointment of Dipti Kachru as Global Chief Marketing Officer, effective January 18. As Global CMO, Kachru will be responsible for leading all aspects of Broadridge's global marketing organization — brand and digital strategy, product positioning, lead generation and thought leadership.

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