Broadridge Financial Solutions, Inc. (BR) Earnings Call Transcripts

Broadridge Financial Solutions, Inc.'s Latest Earnings Call - Q4 FY2026

In the fourth quarter and fiscal year 2026, Broadridge Financial Solutions (BR:US) reported strong financial results, with revenue increasing 8% year-over-year to $4.9 billion and adjusted EPS rising 12% to $9.60. The company achieved record closed sales of $305 million in Q4, driven by robust demand across governance, capital markets, and wealth management segments. Management provided guidance for fiscal 2027, projecting recurring revenue growth of 6% to 8% and adjusted EPS growth of 8% to 12%, indicating continued confidence in their business model and strategic investments in digital and tokenization initiatives.

Reported metrics

Guidance from management

For fiscal 2027, Broadridge expects recurring revenue growth of 6% to 8% and adjusted EPS growth of 8% to 12%. They anticipate closed sales of $290 million to $330 million.

What management said

No, we were quite pleased Patrick with the ICS growth. ICS continues to perform well, right? On the organic side, we benefited from a healthy mix of closed sales, strong record growth. And this was in spite of a 40 basis point headwind from interest rates. So overall, quite pleased with the performance. We're doing well across all dimensions, nothing specific to call out here.

Thanks for the question, Peter. Yes, it's a benefit in fiscal '27 and it's a renewal. So we'll just see about a 4-point tailwind in Q1 across the compare that we had last year. And it's across capital markets and wealth.

What analysts pressed on

Analysts expressed concerns regarding the potential impact of the SEC's e-delivery rule on future revenue growth and the competitive landscape. There were also questions about the sustainability of high growth rates in recurring revenue and the implications of the company's significant share buyback program.

Main topics on the call

• Strong Revenue Growth — Broadridge's fiscal 2026 revenue rose 8% in constant currency, driven by strong performance in governance and capital markets. Management stated, "Fiscal '26 recurring revenue rose 8%, driven by new sales and double-digi...
• Record Closed Sales — The company achieved a record $305 million in closed sales during Q4, reflecting a significant increase in demand for their solutions. CEO Tim Gokey noted, "We saw acceleration and we're really pleased with that."
• Increased Dividend and Share Buybacks — Broadridge returned over $1 billion to shareholders in fiscal 2026, including a 12% increase in the annual dividend to $4.36 per share. Management emphasized their commitment to shareholder value, stating, "We've now rai...
• Guidance for Fiscal 2027 — Management expects recurring revenue growth of 6% to 8% and adjusted EPS growth of 8% to 12% for fiscal 2027, indicating confidence in their growth trajectory. CFO Ashima Ghei highlighted, "We expect another strong year ...

Read the full Broadridge Financial Solutions, Inc. transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 69 Broadridge Financial Solutions, Inc. earnings call transcripts on record, spanning January 31, 2020 to August 4, 2026. Based on this history, Broadridge Financial Solutions, Inc. reports quarterly. The most recent call on file is dated August 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

BR

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Professional Services

Calls on record

69

First call

January 31, 2020

Most recent

August 4, 2026

Reporting cadence

quarterly