BROADRIDGE FINANCIAL SOLUTIONS, INC.

NYSELarge CapIndustrials

13F Pro Quality Score

66.5/100

Rank #411 of 2,961 stocksTOP 25%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

50.8/100

Profitability

76.6/100

Balance Sheet

90.7/100

Earnings Quality

42.9/100

Free Cash Flow

68.5/100

Institutional Flow

44.6/100

Revenue Scale

83.3/100

Dilution Risk

51.0/100

Price Chart

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What's Driving BR's Business? Latest 10-K Breakdown

34/34 datapoints verified

AI-extracted from the 10-K filed 2026-08-04 — FY2026 (fiscal year ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenues rose 9% to $7,476.8M and diluted EPS 35% to $9.60, but $227.0M of non-cash digital asset gains supplied all the EPS growth (adjusted EPS $9.60 vs $8.55).

Biggest Revenue Drivers

Investor Communication Solutions$5,560.8M+9% YoY

Regulatory recurring revenue rose 12% on 12% equity revenue position growth; distribution revenue lifted by postage rate increases

Global Technology and Operations$1,916.0M+8% YoY

Wealth and investment management rose 11% and capital markets 6%, aided by the SIS and CQG acquisitions

Biggest Revenue Drivers

Total revenue: $7,476.8M+9% YoY

Investor Communication Solutions$5,560.8M+9% YoY

Regulatory recurring revenue rose 12% on 12% equity revenue position growth; distribution revenue lifted by postage rate increases

Within Investor Communication Solutions

ICS — Recurring revenues$2,962.1M+8% YoY

Driven by 7pts of organic growth; net new business 3pts, internal growth 4pts, acquisitions 1pt

ICS — Distribution revenues$2,250.6M+9% YoY

Primarily driven by postage rate increases of approximately $123 million and higher volumes

ICS — Event-driven revenues$348.1M+9% YoY

Driven by higher equity and other communications revenues; mutual fund proxy revenues were flat versus prior year

Global Technology and Operations$1,916.0M+8% YoY

Wealth and investment management rose 11% and capital markets 6%, aided by the SIS and CQG acquisitions

Largest Expense Items

Cost of revenues$5,100.7M+7% YoY

Higher postage and distribution costs in ICS of approximately $176.7 million, higher labor and technology expenses, and expenses related to acquisitions

Selling, general and administrative$1,075.5M+13% YoY

Primarily higher labor and compensation-related expenses in addition to higher investment expenses

Amortization of acquired intangibles and purchased intellectual property$203.6M+4% YoY

Non-cash amortization tied to acquisition activity; $160.9 million sits in Global Technology and Operations

Interest expense, net$99.9M-19% YoY

Primarily due to lower average borrowings and lower borrowing costs

Margins: Operating margin edged up to 17.4% from 17.3% while adjusted operating margin was flat at 20.5%. ICS pre-tax margin fell 0.8pts to 19.8% on distribution and volume expenses; GTO pre-tax margin rose to 15.5% from 11.3%.

Watch Items from the Filing

SEC's proposed Regulation E-Delivery could make e-delivery the default; company anticipates a modest decrease in recurring revenue growth over two to three years and declining distribution revenues.
Non-cash Gains on Digital Assets of $227.0 million drove Other non-operating income; digital assets (Canton Coins) fair value was $216 million at June 30, 2026 and is highly speculative.
Largest client accounted for approximately 7% of consolidated revenues; deferred client conversion costs were about 9% of total assets, with one client a large portion.
Goodwill, intangible assets and deferred client conversion costs were about 65% of total assets; goodwill alone was $3,787.8 million at June 30, 2026.
Total debt of $3,254.6 million with $1,022.0 million (31%) floating rate; four acquisitions closed for $300.2 million and treasury purchases rose $468.9 million.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-K on SEC EDGAR →