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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Broadridge Financial (BR) reported earnings 30 days ago. What's next for the stock?

Broadridge Financial (BR) Up 1.2% Since Last Earnings Report: Can It Continue?

LONDON and NEW YORK, Dec. 2, 2021 /PRNewswire/ -- A new report from Broadridge Financial Solutions , Inc. (NYSE: BR), a global Fintech leader, reveals assets in dedicated environmental, social, and governance (ESG) mutual funds, ETFs, institutional mandates, and private funds are on track to grow from $8 trillion today to as much as $30 trillion by the end of this decade. Asset managers stand to win up to $9 trillion of net new flows, with expanding opportunities through thematic strategies, climate transition and net zero solutions, and investments offering measurable sustainability impacts.

ESG Investments Poised to Reach $30 Trillion by 2030

Broadridge (BR) has a robust business model that ensures significant recurring-fee revenues. A debt-laden balance sheet is concerning.

Broadridge (BR) Riding on Recurring Revenues, Debt Woe Stays

NEW YORK, Dec. 1, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, announces its recognition as a leader in the 2021 Customer Communications Management (CCM) to Customer Experience Management (CXM) Service Provider Aspire Leaderboard™. The report also recognizes Broadridge's communications and engagement platform, the Broadridge Communications Cloud℠, as the overall leader for the financial services industry.

2021 Aspire Leaderboard Positions Broadridge as the Leader in Financial Services Customer Communications Solutions

NEW YORK and LONDON , Dec. 1, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, has announced it has delivered its full suite of Shareholder Rights Directive (SRD II) compliance investor communication solutions to Northern Trust. These solutions are in use across Northern Trust's global asset servicing business.

Northern Trust Expands Relationship with Broadridge to Support Shareholder Rights Directive II Compliance

NEW YORK and LONDON, Nov. 17, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), has won the Asset Servicing Regulatory Solution of the Year for its innovative updated Shareholder Rights Directive (SRD II) solution at the inaugural Asset Servicing Times Awards Dinner in London. Broadridge's end-to-end SRD II solution, comprising an enhanced version of its Global Proxy solution and a new innovative Blockchain-based Shareholder Disclosure Hub, enables all types of market intermediaries - banks, brokers, wealth managers and central securities depositories (CSDs) - to meet their SRD II obligations for increased governance and transparency through a strategic, efficient process for proxy voting and shareholder disclosure across European markets.

Broadridge's SRD II Solution Wins Industry Recognition as Asset Servicing Regulatory Solution of the Year

NEW YORK, Nov. 15, 2021 /PRNewswire/ -- A company's ESG ratings has become increasingly important to both investors and shareholders alike and achieving an accurate comprehensive understanding of those ratings has grown more complex and time consuming. To help companies better understand and monitor their ESG ratings, Broadridge Financial Solutions (NYSE: BR), a global Fintech leader, has launched the Broadridge ESG Performance Dashboard.

New Broadridge ESG Dashboard Enables Companies to Make Better Sense of ESG Ratings

NEW YORK, Nov. 11, 2021 /PRNewswire/ --  Broadridge Financial Solutions, Inc.  (NYSE: BR), today announced that its NYFIX Order Routing Network from Itiviti was named "Best Low Latency Trading Network" for the second consecutive year at the Waters Technology's Buy-Side Technology (BST) Awards 2021. This win marks the fifth time in the past six years NYFIX from Itiviti has taken home a prestigious BST award.

NYFIX Order Routing Network Wins "Best Low Latency" Prize from WatersTechnology's Buy-Side Technology Awards 2021

NEW YORK, Nov. 4, 2021 /PRNewswire/ --  Broadridge  Financial Solutions , Inc.  (NYSE:BR), a global Fintech leader, has published the 2021 Securities-Based Lending Survey Report, reflecting the views of the company's securities-based lending (SBL) customer base. The customers, representing over $100B in securities-backed lines of credit, project significant growth in the year ahead as well as expansion of SBL into retail wealth.

Securities-Based Lending Expected to Grow 20% plus by Year-End, According to New Broadridge Report

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

Broadridge's (BR) Q1 Earnings Surpass Estimates, Up Y/Y

Broadridge Financial Solutions, Inc. (BR) CEO Tim Gokey on Q1 2021 Results - Earnings Transcript Call

Broadridge Financial (BR) delivered earnings and revenue surprises of 4.90% and 4.62%, respectively, for the quarter ended September 2021. Do the numbers hold clues to what lies ahead for the stock?

Broadridge Financial Solutions (BR) Q1 Earnings and Revenues Top Estimates

Broadridge Financial Solutions Inc (NYSE: BR) reported first-quarter FY22 revenue growth of 17% to $1.19 billion, beating the consensus of $1.15 billion.  Recurring fee revenues increased 16% Y/Y to $751 million, ICS revenues increased 14% Y/Y to $853.5 million, and GTO recurring fee revenues increased 21% Y/Y to $340.6 million.

Broadridge On Track To Accomplish FY21 Outlook After Q1 Beat

NEW YORK, Nov. 3, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the first quarter ended September 30, 2021 of its fiscal year 2022. Results compared with the same period last year were as follows:   Summary Financial Results First Quarter Dollars in millions, except per share data   2022 2021 Change Recurring fee revenues $751 $650 16% Total revenues $1,193 $1,017 17% Operating income 103 79 31% Margin 8.7% 7.7% Adjusted Operating income - Non-GAAP 177 151 17% Margin 14.8% 14.8% Diluted EPS $0.57 $0.56 2% Adjusted EPS - Non-GAAP $1.07 $0.98 9% Closed sales $30 $32 (6)% "Broadridge reported strong first quarter results," said Tim Gokey, Broadridge's CEO.

Broadridge Reports First Quarter Fiscal 2022 Results

SAN JOSE, Calif., Nov. 2, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, has deployed PeerNova's Cuneiform® Platform to streamline its customer onboarding process when implementing its international post-trade processing solution.

Broadridge Upgrades International Post-Trade Client Onboarding Using PeerNova's Data Quality SaaS Platform

Northern Trust

NEW YORK and LONDON, Nov. 1, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, and Northern Trust (Nasdaq: NTRS), a global leader in asset servicing, today announced that Emerald Technology Ventures will utilize the Broadridge Private Market Hub ecosystem to gain visibility and reduce transaction friction to interact in real-time on all Guernsey domiciled funds. Broadridge's Private Market Hub is the first deployment of blockchain technology for the private equity market.

Emerald Technology Ventures Adopts Private Equity Servicing with Broadridge Blockchain Solution

Broadridge's (BR) first-quarter fiscal 2022 earnings and revenues are expected to have increased year over year.

Is a Beat in the Cards for Broadridge (BR) in Q1 Earnings?

NEW YORK and LONDON, Oct. 28, 2021 /PRNewswire/ -- As part of the ongoing worldwide rollout of its innovation program to promote and enable the highest standards of corporate governance in local and global markets,  Broadridge Financial Solutions, Inc. (NYSE:BR) today announced the live operational availability of its "golden copy" event sourcing and proxy vote execution service for custodians and local agents in Switzerland. The Swiss service is the latest market-ready addition to Broadridge's fast-growing sub-custody Direct Market Solutions (DMS) product suite that can directly connect investors and issuers.

Broadridge Announces Go-Live of Global Proxy Sub-Custody Services in Switzerland

NEW YORK and LONDON and HONG KONG, Oct. 27, 2021 /PRNewswire/ -- Most sell-side firms have a huge opportunity to transform their post-trade technology and operations to a more streamlined processing model, according to a newly released white paper sponsored by global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR).  The white paper, The Case for a Multi-Asset Post-Trade Approach, published by Firebrand Research, highlights the findings of a new global survey that finds sell-side firms have an average of 9.1 post-trade processing solutions due to legacy infrastructures which are fragmented by either geography, asset class or both.

New Multi-Asset Post-Trade White Paper Highlights Growing Need for Streamlined Processes

TOKYO, Oct. 20, 2021 /PRNewswire/ -- To enhance services to its clients and further automate operations across business lines, SBI SECURITIES Co., Ltd., one of Japan's largest online securities companies, has expanded its business relationship with Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader.

SBI SECURITIES Centralises Settlement Operations with Broadridge

NEW YORK, Oct. 19, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) is scheduled to release its financial results for the first quarter ended September 30, 2021 of fiscal year 2022 on Wednesday, November 3, 2021. Broadridge will host a webcast and conference call at 8:30 a.m.

Broadridge Schedules Webcast and Investor Conference Call to Review First Quarter Fiscal Year 2022 Results on November 3, 2021

NEW YORK, Oct. 13, 2021 /PRNewswire/ -- In order to meet the growing demand for environmental, social and governance (ESG) analysis from investors and advisors, global Fintech leader Broadridge today announced an enhancement to its Fi360 Fiduciary Focus ToolkitTM, allowing financial advisors to leverage ESG rating data from OWL Analytics when evaluating investment decisions. "Interest in ESG investments is accelerating among U.S. investors and they are looking to advisors and plan sponsors to provide the desired products to meet their financial and personal goals.

To Meet Investor ESG Demand, Broadridge Enhances Fiduciary Toolkit for Financial Advisors

NEW YORK, Oct. 12, 2021 /PRNewswire/ -- To better serve clients and the financial services industry, Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced the launch of the Broadridge Anti-Money Laundering Solution (AMLS), bringing new, leading edge capabilities to Broadridge's existing Intelligent Automation suite. The new solution delivers an end-to-end machine learning (ML) powered Anti-Money Laundering platform covering transaction monitoring, name screening, alert prioritization, and customer risk scoring.

Broadridge Extends Intelligent Automation Suite with New AI-powered Anti-Money Laundering Solution

NEW YORK, Oct. 7, 2021 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today released its third-annual financial advisor marketing survey, which reveals that advisors have a renewed focus on growing their practices through digital marketing but there is a growing disparity in their results. Advisors' average annual marketing spend has increased to $16,090, up from $12,939 in 2020, but their return on marketing investments is mixed.

FA Marketing Spend Up 24% from 2020 with Mixed ROI: Broadridge Survey

NEW YORK, Oct. 6, 2021 /PRNewswire/ -- Itiviti, Broadridge Financial Solutions, Inc.'s (NYSE: BR) provider of flexible, cross-asset trading solutions covering the full trade lifecycle, announced the integration of its NYFIX Matching solution with the portfolio, order and investment management system from Broadridge. "The post-trade space has historically been defined by manual processes, but given shrinking technology budgets, many firms have been unable to address these challenges," said Ray Tierney, President of Itiviti, a Broadridge business.

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