BR
Broadridge Financial Solutions, Inc.227.47
-1.76-0.77%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
26.55BP/E (TTM)
29.09Basic EPS (TTM)
7.82Dividend Yield
0.02%Recent Filings
8-K
8-K
Broadridge FY'25 results and FY'26 outlook
Broadridge Financial Solutions posted its September 2025 investor presentation on September 5, 2025, highlighting FY'25 results with $4.5B recurring revenue up 7% constant currency, Adjusted EPS of $8.55 up 11%, and $288M closed sales. The update reaffirms FY'26 guidance of 5-7% recurring revenue growth and 8-12% Adjusted EPS growth, underscoring steady execution across governance, capital markets, and wealth segments. Strong free cash flow conversion hit 104%. Yet risks like market declines loom.
8-K
Broadridge refinances $750M term loan
Broadridge Financial Solutions secured a $750 million term loan on August 21, 2025, maturing in three years at Term SOFR plus 1.250%, with proceeds repaying its 2023 term credit agreement and funding general corporate needs. The deal imposes standard covenants, including a leverage ratio cap, while allowing voluntary prepayments without penalty. This refinancing bolsters liquidity amid steady operations.
8-K
Broadridge boosts dividend 11%
Broadridge reported fiscal 2025 results with recurring revenues up 7% to $4.508 billion constant currency, adjusted EPS rising 11% to $8.55, yet closed sales dipped 16% to $288 million amid client losses. The board hiked the annual dividend 11% to $3.90 per share, marking the 19th straight increase since 2007, signaling robust cash flow confidence. Fiscal 2026 guidance projects 5-7% recurring revenue growth and 8-12% adjusted EPS expansion. Dividend hikes reward shareholders.
10-K
FY2025 results
Broadridge Financial Solutions delivered solid FY2025 results, with revenues climbing 6% to $6.9B, fueled by 7% recurring revenue growth from organic gains in both segments and the SIS acquisition boosting GTO. ICS revenues rose 5% to $5.1B, driven by 16% equity position growth and 7% mutual fund/ETF expansion, while event-driven activity surged 12% on higher mutual fund communications; distribution edged up 3% despite softer volumes, offset by postage hikes. GTO revenues jumped 8% to $1.8B, with wealth and investment management accelerating 10% sequentially via SIS integration and steady internal trade growth at 13%. Q4 momentum shone through margin expansion to 20.6% in ICS and 11.3% in GTO, underscoring operational leverage. Liquidity remains robust at $561M cash and $1.4B revolver capacity, supporting $403M dividends and $135M buybacks. No formal guidance issued, but organic trends point to sustained quarterly progress. Yet cybersecurity threats loom large, potentially disrupting Q4 processing flows.
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