Earnings summaries and quarterly performance for BROADRIDGE FINANCIAL SOLUTIONS.
Executive leadership at BROADRIDGE FINANCIAL SOLUTIONS.
Tim Gokey
Chief Executive Officer
Ashima Ghei
Chief Financial Officer
Christopher Perry
President
Douglas DeSchutter
Corporate Vice President, Investor Communication Solutions
Hope Jarkowski
Chief Legal Officer
Richard Stingi
Chief Human Resources Officer
Thomas Carey
Corporate Vice President, Global Technology and Operations
Board of directors at BROADRIDGE FINANCIAL SOLUTIONS.
Research analysts who have asked questions during BROADRIDGE FINANCIAL SOLUTIONS earnings calls.
Patrick O'Shaughnessy
Raymond James
7 questions for BR
Puneet Jain
JPMorgan Chase & Co.
6 questions for BR
Kyle Peterson
Needham & Company
5 questions for BR
Michael Infante
Morgan Stanley
5 questions for BR
Scott Wurtzel
Wolfe Research
5 questions for BR
Daniel Perlin
RBC Capital Markets
3 questions for BR
James Faucette
Morgan Stanley
3 questions for BR
Alex Kramm
UBS Group AG
2 questions for BR
Matthew Roswell
RBC Capital Markets
2 questions for BR
Peter Heckmann
D.A. Davidson
2 questions for BR
Alex Kram
UBS
1 question for BR
Recent press releases and 8-K filings for BR.
- Broadridge delivered 8% recurring revenue growth (constant currency) and adjusted EPS of $1.59 in Q2 FY2026.
- Governance recurring revenues rose 9% (constant currency), with equity positions up 17% and revenue positions up 11% year-over-year.
- Capital markets recurring revenues grew 6% (constant currency); tokenization volumes reached $384 billion/day in December (≈$9 trillion/month), more than doubling since June 2025.
- Wealth management recurring revenues increased 11%, and Q2 closed sales jumped 24% to $57 million, while new pipeline generation rose over 20% year-over-year.
- Reaffirmed fiscal 2026 guidance for 5%–7% recurring revenue growth (constant currency), 9%–12% adjusted EPS growth, and $290 M–$330 M in closed sales.
- Broadridge delivered 8% constant-currency recurring revenue growth and adjusted EPS of $1.59 in Q2, driven by strong governance, capital markets, and wealth segments.
- The company reaffirmed fiscal 2026 recurring revenue growth at the high end of 5%–7%, raised adjusted EPS growth guidance to 9%–12%, and expects closed sales of $290–330 million.
- Broadridge generated >100% free cash flow conversion, invested $126 million in three tuck-in acquisitions (including Acolin), and returned $367 million to shareholders via dividends and repurchases in H1.
- Its tokenization platform processed $384 billion per day in December (more than double June levels) and will extend capabilities to tokenized equities, corporate actions, and digital wallets by year-end.
- Broadridge delivered 8% constant-currency recurring revenue growth and $1.59 adjusted EPS in Q2 2026.
- Reaffirmed fiscal 2026 guidance for recurring revenue growth and raised adjusted EPS growth outlook to 9%–12%.
- Generated $319 million of free cash flow in H1 and is on track for over 100% free cash flow conversion.
- Recorded a $187 million non-cash mark-to-market gain on digital asset holdings, which rose to $265 million at quarter-end.
- Advanced strategic initiatives with the Acolin acquisition and expanded tokenization efforts, including $7 million of digital asset revenues and $9 trillion of tokenized collateral in December.
- Recurring revenues of $1.07 B, up 9% YoY; 8% constant currency growth
- Total revenues of $1.714 B, up 8% YoY; Operating income of $206 M, down 2%
- Adjusted EPS of $1.59, up 2%, and GAAP EPS of $2.42
- Closed sales of $57 M, up 24%; raised FY ’26 guidance to 5–7% recurring revenue growth, 9–12% Adjusted EPS growth, and $290–330 M closed sales
- Q2 total revenues were $1.714 B, up 8%, with recurring revenues of $1.070 B, up 9% (8% constant currency).
- Diluted EPS was $2.42 (102% YoY increase) and adjusted EPS was $1.59, up 2%.
- Closed sales reached $57 M, up 24% year-over-year.
- Raised FY ’26 adjusted EPS growth guidance to 9–12% and reaffirmed recurring revenue growth (5–7% CC) and adjusted operating income margin (20–21%).
- Recurring revenues grew 9% to $1,070 million and total revenues rose 8% to $1,714 million year-over-year.
- Diluted EPS increased to $2.42 from $1.20, while adjusted EPS was $1.59, up 2%.
- Closed sales reached $57 million, a 24% increase from the prior year period.
- Raised full-year FY 2026 adjusted EPS growth outlook to 9–12%, and reaffirmed guidance for recurring revenue growth, adjusted operating income margin, and closed sales.
- Broadridge reported revenue of $1.71 billion and adjusted EPS of $1.59, surpassing consensus.
- GAAP net income rose to $284.6 million (EPS $2.42) as operating income was $206.0 million, down ~2% YoY.
- Recurring revenue grew 8–9% YoY (8% cc), driven by higher investor participation and event-driven activity.
- Management raised full-year adjusted EPS growth outlook to 9–12% (from 8–12%) and reaffirmed an adjusted operating margin target of 20–21%.
- Operating margin compressed to 12.0% (from 13.3%), while free cash flow margin improved to 17.8% (from 13.5%).
- Strive priced an upsized offering of 1,320,000 Variable Rate Series A Perpetual Preferred shares at $90 per share on January 22, 2026.
- Proceeds, together with cash on hand, will finance the redemption or repurchase of Semler’s 4.25% Convertible Senior Notes due 2030, acquisitions of bitcoin and related products, and general corporate purposes.
- Strive expects holders of $90 million aggregate principal amount of Semler Convertible Notes to exchange their notes for approximately 930,000 new SATA shares, subject to binding agreements and customary closing conditions.
- Broadridge’s Distributed Ledger Repo (DLR) platform processed an average of $384 billion in daily repo transactions in December, with total volumes nearing $9 trillion, up 490% year-over-year and 4% from November.
- 2025 was a breakout year for DLR, establishing it as the world’s largest institutional platform for settling tokenized real assets, highlighting rapid institutional adoption.
- Broadridge anticipates further expansion in participants, use cases, and volumes in 2026 as institutions deepen integration of tokenized settlement at scale.
- Broadridge Financial Solutions has completed its acquisition of Acolin, a leading European provider of cross-border fund distribution and regulatory services.
- The deal expands Broadridge’s distribution solutions and strengthens its regulatory services across the fund lifecycle by combining Acolin’s compliance technology with Broadridge’s analytics and investor communications.
- Acolin serves over 350 clients and provides access to 3,000 distributors across 30+ countries, offering fund registrations, legal representation, and compliance management.
- The acquisition enhances Broadridge’s ability to centrally manage fund launches and support asset managers entering new markets.
Quarterly earnings call transcripts for BROADRIDGE FINANCIAL SOLUTIONS.
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