BR
Updated: 24/09/2026, 12:44:11
Broadridge Financial Solutions, Inc. delivers specialized technology and communication services designed for the financial sector. Its Investor Communication Solutions division is responsible for processing and disseminating proxy materials for equity securities and mutual funds, streamlining associated voting procedures. Furthermore, it circulates vital regulatory disclosures, details on class actions and corporate reorganizations, and comprehensive tax reporting services. Notable offerings include ProxyEdge, an electronic proxy delivery and voting system. The company also provides data-centric solutions and a holistic platform for content creation, management, and multi-channel delivery of regulatory, marketing, and transactional content, alongside mutual fund transaction processing and advanced data analysis tools. This segment offers tailored services for public companies and investment funds, encompassing support for SEC filings and capital market transactions, registrar functions, stock transfer, and meticulous record-keeping. It also develops integrated customer communication strategies, all powered by its Broadridge Communications Cloud platform for creating and managing client engagement. The Global Technology and Operations segment streamlines the entire transaction workflow, from initial order to final settlement, across a wide array of asset classes, such as equities, mutual funds, fixed income instruments, foreign exchange, and exchange-traded derivatives. Its services encompass areas like order capture and execution, trade confirmation, margin management, cash flow, clearance and settlement, reference data, reconciliations, securities financing, collateral management, asset servicing, regulatory compliance, portfolio accounting, and custody. This segment also provides outsourced business operations, sophisticated technological tools covering portfolio management, compliance adherence, fee billing, and overarching operational support, as well as specialized solutions for capital markets and wealth management firms. Established in 1962, the company maintains its headquarters in Lake Success, New York.
No summaries found.
Reported and calculated KPIs plus operational exposure disclosed in the FY 2026 filing.
Revenue
$7.5B
FY 2026 · Reported
Net income
$1.1B
FY 2026 · Reported
Gross margin
31.8%
FY 2026 · Calculated
Free cash flow
$1.3B
FY 2026 · Calculated
R&D intensity
N/A
FY — · Reported
Share repurchases
$0.6B
FY 2026 · Reported
Other offerings mentioned without separate sales
Area-level product sales are displayed only when the filing reports a product × geography breakdown. Regional totals are not allocated across products by estimation.
Map layer
Pins show disclosed operations. The heatmap colors the filing’s reported geographies; regional figures shade the region and are not estimates for each country.
Only locations and quantities explicitly supported by the filing are displayed. A country-level manufacturing percentage or product allocation is shown only when the source discloses it; materiality scores are never presented as production shares.
Company overview
Global financial technology leader powering investing, corporate governance, and communications; two reportable segments; 60+ years of experience
“Broadridge, a Delaware corporation, is a global financial technology leader powering investing, corporate governance, and communications.”
Reportable segments
Two reportable segments: Investor Communication Solutions and Global Technology and Operations
“We operate our business in two reportable segments: Investor Communication Solutions and Global Technology and Operations.”
Client base
Clients include banks, broker-dealers, asset and wealth managers, public companies, investors, and mutual funds
“We deliver technology-driven solutions to banks, broker-dealers, asset and wealth managers, public companies, investors, and mutual funds, that enable our clients to operate, innovate and grow.”
Physical and electronic distribution
Physically delivered and electronic communications distribution channels
“If the rule is adopted as proposed, the volume of physically delivered communications we process would decrease. While the volume of electronic delivery of communications we process is expected to increase, our recurring revenue growth and distribution revenues will decrease”
ICS product families
ICS segment provides Regulatory Solutions, Data-Driven Fund Solutions, Corporate Issuer Solutions, and Customer Communications Solutions
“Our Regulatory Solutions, Data-Driven Fund Solutions, Corporate Issuer Solutions, and Customer Communications Solutions are provided as part of the Investor Communication Solutions segment.”
ICS revenue share
ICS segment revenues represented approximately 74% of total Revenues in fiscal years 2026 and 2025
“The Investor Communication Solutions segment is the larger of our two business segments and its revenues represented approximately 74% and 74% of our total Revenues in fiscal years 2026 and 2025, respectively”
FY2026 acquisitions
Four acquisitions in FY2026 (CQG, Acolin, iJoin, Signal) for $300.2 million cash; seven acquisitions over last three fiscal years
“We acquired four businesses in fiscal year 2026, including CQG, Acolin, iJoin, and Signal, for an aggregate purchase price of $300.2 million in cash ($282.8 million net of cash acquired).”
Competitive landscape
Competes with proxy distribution providers, transfer agents, proxy advisory/solicitation firms, financial printers, and in-house operations; capital markets, wealth, and investment management vendors
“This includes independent proxy distribution service providers, transfer agents, proxy advisory firms, proxy solicitation firms, firms that process proxy votes, and financial printers.”
Securities market activity
Securities markets participation and activity levels drive demand for services
“•declines in participation and activity in the securities markets;”
Intellectual property portfolio
Portfolio of more than 180 U.S. and non-U.S. patents and patent applications
“We own a portfolio of more than 180 U.S. and non-U.S. patents and patent applications.”
Liquidity outlook
Expects cash generated by operations plus cash and borrowings to be sufficient for at least the next 12 months
“We expect existing domestic cash, cash equivalents, cash flows from operations and borrowing capacity to continue to be sufficient to fund our domestic operating activities and cash commitments for investing and financing activities, such as regular quarterly dividends, debt repayment schedules, and material capital expenditures, for at least the next 12 months and thereafter for the foreseeable future.”
Cash position
Cash and equivalents $402.9M at June 30, 2026 vs $561.5M at June 30, 2025; stockholders' equity $2,840.5M
“At June 30, 2026 and 2025, Cash and cash equivalents were $402.9 million and $561.5 million, respectively.”
Recurring revenue growth FY2026
FY2026 recurring revenue growth: ICS 8% (Regulatory 12%, Data-Driven Fund 4%, Issuer 8%, Customer Communications 5%); GTO 8% (Capital Markets 6%, Wealth & Investment Management 11%); Consolidated 8% GAAP, 8% constant currency
“Year Ended June 30, 2026 Investor Communication SolutionsRegulatoryData-Driven Fund SolutionsIssuerCustomer CommunicationsTotal Recurring revenue growth (GAAP)12%4%8%5%8%”
Non-GAAP measures FY2026 vs FY2025
FY2026 Adjusted Operating income $1,534.8M (20.5% margin), Adjusted EPS $9.60, Free cash flow $1,233.0M
“Adjusted Operating income (Non-GAAP)$1,534.8$1,410.9”
Seasonality
Proxy seasonality: third and fourth fiscal quarters higher revenues, earnings, and cash flows
“We process and distribute the greatest number of proxy materials and annual reports during our third and fourth fiscal quarters.”
Restructuring — production facility closure
Restructuring costs of $13.2M FY2026 related to closure of substantially all operations of a production facility, completed Q3 FY2026
“Restructuring and Other Related Costs consists of severance and other costs related to the closure of substantially all operations of a production facility.”
Digital assets holdings
FY2026 gains on digital assets (Canton Coins / Canton Digital Asset Treasury transaction) of $227.0 million excluded from adjusted measures
“Gains or Losses on Digital Assets, which represent the unrealized gains or losses, as applicable, related to the mark to market of the Company's digital asset holdings and the realized and unrealized gains or losses, as applicable, associated with the Canton Digital Asset Treasury transaction.”
Regulatory oversight
Subject to extensive regulation including SEC, FINRA, DOL/ERISA, IRS, NYSE-set proxy fees, and FFIEC examinations
“As a provider of technology services to financial institutions, certain aspects of our U.S. operations are subject to regulatory examination by the Federal Financial Institutions Examination Council ("FFIEC")”
Debt levels
Total debt of $3,254.6 million and $1,225.3 million remaining revolver capacity as of June 30, 2026
“As of June 30, 2026, we had $3,254.6 million in aggregate carrying amount of total debt. Additionally, our revolving credit facility has a remaining borrowing capacity of $1,225.3 million as of June 30, 2026.”
Client consolidation risk
Financial services industry consolidation could reduce clients and increase client concentration
“Consolidation in the financial services industry could adversely affect our revenues by eliminating some of our existing and potential clients and could make us increasingly dependent on a more limited number of clients.”
Cybersecurity risk
Security breaches or cybersecurity incidents, including AI-enabled threats, could adversely affect results
“These AI-enabled capabilities have accelerated the sophistication and frequency of cybersecurity threats and may make it more difficult to detect, prevent, and respond to attacks.”
Regulatory E-Delivery risk
Proposed SEC Regulation E-Delivery could reduce physical distribution volumes and recurring revenue growth
“the SEC's recently proposed Regulation E-Delivery would permit our clients to change the default delivery method for certain communications required under the federal securities laws from paper to electronic delivery”
Goodwill/intangible impairment risk
Goodwill, intangibles, and deferred client conversion costs ~65% of total assets; Goodwill $3,787.8 million
“Goodwill, intangible assets, net, and deferred client conversion and start-up costs accounted for approximately 65% of the total assets on our balance sheet as of June 30, 2026.”
Digital assets regulatory uncertainty
Uncertain regulation of tokenized securities and digital assets could affect the pace of market adoption
“The regulatory framework governing tokenized securities and other digital assets continues to evolve in the U.S. and internationally.”
Broadridge derives revenues from a small number of large financial services clients; largest client ~7% of FY2026 consolidated revenues.
“A large percentage of our revenues are derived from a small number of clients in the financial services industry and the loss of any of such clients, a reduction of their demand for our services, or change in the method of delivery of our services could have a material impact on our financial results.”
Services and fees (proxy communications, shareholder report/prospectus distribution) are sensitive to changes in laws and regulations; NYSE sets reimbursement rates and proxy service fees.
“Some of our services and related fees, such as our proxy communications, shareholder report and prospectus distribution, and other regulatory or customer communications services, are particularly sensitive to changes in laws and regulations”
Technology strategy relies on a hybrid model of private and public cloud services plus traditional data center services with redundant, geographically dispersed processing centers.
“Our technology strategy is designed to provide high levels of availability, scalability, reliability, and flexibility, leveraging a hybrid model consisting of private and public cloud services as well as traditional data center services.”
If adopted, would shift delivery from paper to electronic, decreasing physically delivered communications volumes, recurring revenue growth and distribution revenues.
“If the rule is adopted as proposed, the volume of physically delivered communications we process would decrease. While the volume of electronic delivery of communications we process is expected to increase, our recurring revenue growth and distribution revenues will decrease”
AI is integrated into solutions to drive productivity and new commercial opportunities, but AI adoption by malicious actors increases cybersecurity threat levels.
“Information security threats continue to evolve, such as the increasing availability and adoption of AI technologies by malicious actors, resulting in increased risk and exposure”
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