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.
14 transactions in BR reported by 7 members of Congress under the STOCK Act, most recent trade Jun 30, 2026. Reported transactions, not recommendations.
About BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR): stock profile, AI score and financials
BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores BR at 66.5/100 on a composite quality score built from its SEC filings, placing it at rank #402 of 2,925 stocks — the top 25% of the AI-ranked universe. BR scores in the top quartile across balance sheet strength (90.4), revenue scale (83.2), profitability (76.2). Shareholder dilution risk is elevated at 49.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q4 2026), BROADRIDGE FINANCIAL SOLUTIONS, INC. reports quarterly revenue of $2.2B, net income of $398.1M, an operating margin of 24.6%. BR trades on the NYSE exchange and files with the SEC under CIK 1383312. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for BROADRIDGE FINANCIAL SOLUTIONS, INC. directly from SEC EDGAR.