Broadridge Financial Solutions (NYSE:BR) Announces Quarterly Earnings Results

Broadridge Financial Solutions (NYSE:BR) issued its earnings results on Tuesday. The business services provider reported $1.59 EPS for the quarter, beating the consensus estimate of $1.34 by $0.25, FiscalAI reports. Broadridge Financial Solutions had a net margin of 14.86% and a return on equity of 40.70%. The company had revenue of $1.71 billion during the quarter, compared to analysts’ expectations of $1.61 billion. During the same period in the previous year, the company earned $1.56 EPS. The business’s revenue for the quarter was up 7.9% compared to the same quarter last year. Broadridge Financial Solutions updated its FY 2026 guidance to 9.320-9.580 EPS.

Here are the key takeaways from Broadridge Financial Solutions’ conference call:

• Broadridge reported a strong Q2 with 8% recurring revenue growth (constant currency), adjusted EPS of $1.59, and it raised fiscal 2026 adjusted EPS growth guidance to 9%–12% while reaffirming recurring revenue and closed sales targets.
• The firm is gaining momentum in tokenization and its DLR platform — tokenizing $384 billion per day in December ($9 trillion for the month) — and plans a real‑time repo (with Stablecoin) in FY2026 and expansion to other asset classes thereafter.
• Governance and shareholder engagement are accelerating: >600 funds ($4 trillion) expected to use Voting Choice this proxy season (up from 400/$2T), AI‑native policy/vote wins with large institutions, a Wealth In Focus expansion for 1M accounts, and strategic tuck‑ins like Acolin to extend capabilities.
• Event‑driven revenues, which buoyed prior results, are normalizing — Q2 event revenues were $91M (down vs last year’s record) and management expects H2 levels closer to the ~ $60M long‑term average, which contributed to a 110 bps YoY decline in adjusted operating margin.
• Broadridge recorded a $187M non‑cash mark‑to‑market gain on digital asset holdings (total value $265M) but will continue to exclude such volatility from adjusted EPS and says it will dollar‑cost average any future accumulation over time.

Broadridge Financial Solutions Trading Up 1.3%

Shares of NYSE:BR traded up $2.39 during mid-day trading on Thursday, hitting $192.51. The company had a trading volume of 71,305 shares, compared to its average volume of 937,000. The company has a debt-to-equity ratio of 0.93, a current ratio of 0.97 and a quick ratio of 0.93. The company has a market capitalization of $22.47 billion, a PE ratio of 21.35 and a beta of 0.97. The firm has a fifty day moving average price of $219.88 and a 200 day moving average price of $233.89. Broadridge Financial Solutions has a one year low of $183.30 and a one year high of $271.91.

Broadridge Financial Solutions Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, January 5th. Stockholders of record on Friday, December 12th were paid a $0.975 dividend. This represents a $3.90 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Friday, December 12th. Broadridge Financial Solutions’s payout ratio is currently 49.94%.

Insider Activity

In related news, President Christopher John Perry sold 3,984 shares of the company’s stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $226.00, for a total transaction of $900,384.00. Following the transaction, the president directly owned 44,829 shares of the company’s stock, valued at approximately $10,131,354. This represents a 8.16% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Thomas P. Carey sold 10,214 shares of the stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $229.26, for a total value of $2,341,661.64. Following the completion of the transaction, the vice president owned 6,026 shares in the company, valued at approximately $1,381,520.76. The trade was a 62.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.10% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Broadridge Financial Solutions

A number of large investors have recently modified their holdings of the company. Brighton Jones LLC bought a new stake in Broadridge Financial Solutions during the 4th quarter valued at $580,000. Empowered Funds LLC grew its holdings in shares of Broadridge Financial Solutions by 41.5% during the first quarter. Empowered Funds LLC now owns 3,957 shares of the business services provider’s stock valued at $959,000 after buying an additional 1,160 shares during the last quarter. Woodline Partners LP increased its position in shares of Broadridge Financial Solutions by 6.9% during the first quarter. Woodline Partners LP now owns 9,886 shares of the business services provider’s stock worth $2,397,000 after acquiring an additional 635 shares in the last quarter. Acadian Asset Management LLC raised its holdings in shares of Broadridge Financial Solutions by 480.8% in the 1st quarter. Acadian Asset Management LLC now owns 2,544 shares of the business services provider’s stock worth $616,000 after acquiring an additional 2,106 shares during the last quarter. Finally, Cerity Partners LLC lifted its position in Broadridge Financial Solutions by 8.5% in the 2nd quarter. Cerity Partners LLC now owns 25,523 shares of the business services provider’s stock valued at $6,203,000 after acquiring an additional 2,004 shares in the last quarter. 90.03% of the stock is currently owned by institutional investors.

Key Stories Impacting Broadridge Financial Solutions

Here are the key news stories impacting Broadridge Financial Solutions this week:

• Positive Sentiment: Reported Q2 results that beat revenue and EPS estimates and raised the company’s FY‑26 adjusted EPS growth outlook, supporting higher earnings visibility and margin expansion. Broadridge raises adjusted EPS growth outlook
• Positive Sentiment: Quarterly metrics showed recurring revenue growth, improving margins and cash generation — concrete fundamentals that underpin the raised guidance and justify investor confidence. Zacks: Q2 earnings and revenues outpace estimates
• Positive Sentiment: DA Davidson upgraded BR to a “buy” with a $228 target — a near‑term analyst endorsement that can support buying interest. DA Davidson upgrades Broadridge
• Positive Sentiment: Needham kept a “buy” rating (though cut its price target), signaling that some firms still see meaningful upside from BR’s growth trajectory. Needham lowers PT but retains buy
• Neutral Sentiment: Management will participate in upcoming investor events including a fireside chat — useful for transparency and may influence near‑term sentiment depending on commentary. Broadridge to participate in upcoming investor events
• Neutral Sentiment: Company expanded its board with new independent directors, a governance move that can be viewed positively for oversight but is unlikely to change near‑term fundamentals. Broadridge expands board
• Neutral Sentiment: Earnings call highlighted strong cash flow, continued growth initiatives and tokenization as a strategic focus — management is investing to capture tokenization opportunities, but execution risk remains. Earnings call highlights cash, growth, tokenization
• Negative Sentiment: Analyst pressure from JPMorgan cut the price target materially (from $273 to $229) and kept a neutral rating — a signal that some investors may trim positions despite the beat. JPMorgan cuts Broadridge price target
• Negative Sentiment: An analysis flagged tokenization as an existential threat to Broadridge’s intermediary business model — even though BR is investing in tokenization, there’s uncertainty about capturing equivalent revenue pools if markets shift to tokenized assets. This is the primary structural risk investors are wrestling with. Tokenization threat could break momentum

Analyst Upgrades and Downgrades

A number of research firms have weighed in on BR. UBS Group decreased their target price on shares of Broadridge Financial Solutions from $280.00 to $250.00 and set a “neutral” rating on the stock in a research note on Thursday, November 13th. Morgan Stanley cut their price objective on Broadridge Financial Solutions from $261.00 to $256.00 and set an “equal weight” rating on the stock in a report on Wednesday, November 5th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Broadridge Financial Solutions in a report on Monday, December 29th. JPMorgan Chase & Co. dropped their target price on Broadridge Financial Solutions from $273.00 to $229.00 and set a “neutral” rating for the company in a research report on Wednesday. Finally, Raymond James Financial restated an “outperform” rating and set a $257.00 price target on shares of Broadridge Financial Solutions in a report on Tuesday. Five equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $247.71.

Broadridge Financial Solutions Company Profile

Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm’s core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity.

Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers.