Jun 2026 (Q4 FY26) — Aug 4, 2026
Broadridge Q4 FY26 — Strong Financial Results and Strategic Investments in AI and Tokenization
Read the full callBroadridge (BR) earnings
- Jun 2026
- Jun 2026 (Q4 FY26)
- Jun 2026
Broadridge earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 2,220 | +7.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 24.6 | +0.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 398 | +6.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
21 of 21 judged targets kept · 42 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EPS growth | 8% to 12% | Sep 2025 | Fiscal year 2026 revenue rose 8% in constant currency, adjusted EPS rose 12%, and thanks to record fourth quarter closed sales rose to $305 million. | Achieved |
| Adjusted EPS growth | 8% to 12% | Jun 2026 | We're guiding to 6% to 8% recurring revenue growth and 8% to 12% adjusted EPS growth. | New |
42 of BROADRIDGE FINANCIAL SOLUTIONS, INC.'s 63 targets are still open. See which are on track and which have gone quiet. The 2 above are the free sample; 61 more targets are in the full ledger.
Claimed
- Fiscal year 2026 revenue rose 8% in constant currency.
- Fiscal year 2026 adjusted EPS rose 12% to $9.60.
- Record fourth quarter closed sales of $158 million, bringing full-year closed sales to $305 million.
- Board approved a 12% increase in annual dividend, marking 20 consecutive years of increases.
- Returned over $1 billion to shareholders in fiscal '26 ($600M buybacks, $443M dividends).
Qualified
- Lower interest rates and higher postage created a 40 basis point headwind to adjusted operating income margin in FY26.
- Event-driven revenue of $71 million in Q4 was a modest headwind to total revenue growth, largely due to lower mutual fund proxy activity.
- SEC e-delivery rule proposal is expected to cause a modest headwind to recurring revenue growth over a 2- to 3-year period beyond FY27.
Price
$175.12 +0.01% · +$0.01
Performance −23.5% 1Y
1Y: $228.99 on 17 Oct 2025 → $175.12. High $232.95 (22 Oct 2025), low $135.44 (29 Jun 2026).
- Previous close
- $175.11
- 52-week range
- $135.44 – $232.95
- One year
- −24.09%
Overview
- Symbol
- BR
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
21 of 21 judged targets kept · 42 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EPS growth | 8% to 12% | Sep 2025 | Fiscal year 2026 revenue rose 8% in constant currency, adjusted EPS rose 12%, and thanks to record fourth quarter closed sales rose to $305 million. | Achieved |
| Adjusted EPS growth | 8% to 12% | Jun 2026 | We're guiding to 6% to 8% recurring revenue growth and 8% to 12% adjusted EPS growth. | New |
Claimed
- Fiscal year 2026 revenue rose 8% in constant currency.
- Fiscal year 2026 adjusted EPS rose 12% to $9.60.
- Record fourth quarter closed sales of $158 million, bringing full-year closed sales to $305 million.
- Board approved a 12% increase in annual dividend, marking 20 consecutive years of increases.
- Returned over $1 billion to shareholders in fiscal '26 ($600M buybacks, $443M dividends).
Qualified
- Lower interest rates and higher postage created a 40 basis point headwind to adjusted operating income margin in FY26.
- Event-driven revenue of $71 million in Q4 was a modest headwind to total revenue growth, largely due to lower mutual fund proxy activity.
- SEC e-delivery rule proposal is expected to cause a modest headwind to recurring revenue growth over a 2- to 3-year period beyond FY27.
The full ledger
Open BROADRIDGE FINANCIAL SOLUTIONS, INC.’s full ledger
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Call summaries
Every analysed call
Broadridge earnings calls (BR)
Financials
What the filings say
Net profit, year on year: +6% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,423 | 1,589 | 1,812 | 2,065 | 1,589 | 1,714 | 1,954 | 2,220 |
| Expenses | 1,288 | 1,379 | 1,467 | 1,567 | 1,401 | 1,508 | 1,594 | 1,674 |
| Operating profit | 134 | 211 | 345 | 499 | 189 | 206 | 360 | 546 |
| Operating margin | 9.4% | 13.3% | 19.0% | 24.1% | 11.9% | 12.0% | 18.4% | 24.6% |
| Net profit | 80 | 142 | 243 | 374 | 165 | 285 | 276 | 398 |
| EPS ($ per share) | 0.68 | 1.22 | 2.07 | — | 1.41 | 2.44 | 2.38 | — |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 |
| Reserves | 2,088 | 2,303 | 2,584 | 2,824 | 3,113 | 3,435 | 3,863 | 4,554 |
| Total liabilities | 2,753 | 3,543 | 6,311 | 6,250 | 5,993 | 6,074 | 5,890 | 6,105 |
| Fixed assets | 189 | 162 | 177 | 151 | 146 | 162 | 170 | 174 |
| Investments | 0 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Total assets | 3,881 | 4,890 | 8,120 | 8,169 | 8,233 | 8,242 | 8,545 | 8,945 |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 617 | 598 | 640 | 444 | 823 | 1,056 | 1,171 | 1,346 |
| Cash from investing | -433 | -442 | -2,654 | -110 | -80 | -148 | -316 | -452 |
| Cash from financing | -173 | 51 | 1,798 | -371 | -715 | -855 | -601 | -1,048 |
| Net cash flow | 9 | 203 | -202 | -50 | 28 | 52 | 257 | -159 |
| Capital expenditure | -51 | -63 | -52 | -29 | -38 | -57 | -44 | -67 |
| Free cash flow | 566 | 536 | 588 | 415 | 785 | 999 | 1,128 | 1,278 |
BR revenue by segment
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Investor Communication Solutions | 71% | 72% | 74% | 78% | 71% | 72% | 75% | 78% | +8.2% |
| Global Technology and Operations | 29% | 28% | 26% | 23% | 29% | <1% | <1% | 65% | +211.0% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
108 filings between Nov 13, 2025 and Oct 5, 2026.
Open market
decisions to buy or sellPurchases
$1.03M
1 purchase by 1 insider
Sales
$4.00M
7 sales by 4 insiders
Compensation
not trading decisions- 83
- Award — granted as compensation
- 5
- Option exercise — converted options into shares
- 8
- Tax withheld — shares kept back by the company to cover tax
Also filed: 3 gifts, 1 disposition to issuer.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Carey Thomas P | — | $2.74M | Oct 1, 2026 |
| Gokey Timothy C | $1.03M | — | Mar 6, 2026 |
| PERRY CHRISTOPHER JOHN | — | $900.4K | Nov 18, 2025 |
| Jarkowski Hope M. | — | $304.7K | Jun 4, 2026 |
| Duelks Robert N | — | $48.7K | Feb 6, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 5, 2026 | Markus Maura A. Director | Award | 37 | $0 |
| Oct 5, 2026 | Mosconi Patricia Ann Director | Award | 1 | $0 |
| Oct 5, 2026 | Duelks Robert N Director | Award | 146 | $0 |
| Oct 5, 2026 | FLOWERS MELVIN L Director | Award | 18 | $0 |
| Oct 5, 2026 | Zavery Amit Director | Award | 27 | $0 |
| Oct 5, 2026 | Markus Maura A. Director | Award | 100 | $0 |
| Oct 5, 2026 | Mosconi Patricia Ann Director | Award | 2 | $0 |
| Oct 5, 2026 | MURRAY EILEEN K Director | Award | 20 | $0 |
| Oct 5, 2026 | Nazareth Annette L. Director | Award | 22 | $0 |
| Oct 5, 2026 | Nazareth Annette L. Director | Award | 18 | $0 |
| Oct 5, 2026 | Zavery Amit Director | Award | 34 | $0 |
| Oct 5, 2026 | MURRAY EILEEN K Director | Award | 18 | $0 |
| Oct 1, 2026 | DESCHUTTER DOUGLAS RICHARD Co-President ICS | Tax withheld | 911 | $146.8K |
| Oct 1, 2026 | PERRY CHRISTOPHER JOHN President | Tax withheld | 4,752 | $765.8K |
| Oct 1, 2026 | Stingi Richard John Corporate VP and CHRO | Tax withheld | 1,109 | $178.7K |
| Oct 1, 2026 | Gokey Timothy C CEO | Tax withheld | 16,982 | $2.74M |
| Oct 1, 2026 | Carey Thomas P Corporate VP | Sale | 2,501 | $399.6K |
| Oct 1, 2026 | Ghei Ashima CFO | Option exercise | 406 | $0 |
| Oct 1, 2026 | Ghei Ashima CFO | Tax withheld | 168 | $27.1K |
| Oct 1, 2026 | Ghei Ashima CFO | Tax withheld | 147 | $23.7K |
| Sep 24, 2026 | Mosconi Patricia Ann Director | Award | 180 | $0 |
| Sep 24, 2026 | MURRAY EILEEN K Director | Award | 389 | $0 |
| Sep 24, 2026 | Markus Maura A. Director | Award | 209 | $0 |
| Sep 24, 2026 | Zavery Amit Director | Award | 180 | $0 |
| Sep 24, 2026 | Nazareth Annette L. Director | Award | 180 | $0 |
| Aug 12, 2026 | Ghei Ashima CFO | Award | 466 | $0 |
| Aug 12, 2026 | Carey Thomas P Corporate VP | Award | 5,275 | $0 |
| Aug 12, 2026 | Stingi Richard John Corporate VP and CHRO | Award | 2,172 | $0 |
| Aug 12, 2026 | PERRY CHRISTOPHER JOHN President | Award | 9,308 | $0 |
| Aug 12, 2026 | DESCHUTTER DOUGLAS RICHARD Co-President ICS | Award | 1,783 | $0 |
| Aug 12, 2026 | Gokey Timothy C CEO | Award | 33,265 | $0 |
| Jul 2, 2026 | Mosconi Patricia Ann Director | Award | 1 | $0 |
| Jul 2, 2026 | Mosconi Patricia Ann Director | Award | 2 | $0 |
| Jul 2, 2026 | MURRAY EILEEN K Director | Award | 18 | $0 |
| Jul 2, 2026 | MURRAY EILEEN K Director | Award | 20 | $0 |
| Jul 2, 2026 | Nazareth Annette L. Director | Award | 18 | $0 |
| Jul 2, 2026 | Nazareth Annette L. Director | Award | 21 | $0 |
| Jul 2, 2026 | Zavery Amit Director | Award | 33 | $0 |
| Jul 2, 2026 | Markus Maura A. Director | Award | 36 | $0 |
| Jul 2, 2026 | Markus Maura A. Director | Award | 98 | $0 |
| Jul 2, 2026 | FLOWERS MELVIN L Director | Award | 18 | $0 |
| Jul 2, 2026 | Duelks Robert N Director | Award | 143 | $0 |
| Jul 2, 2026 | Zavery Amit Director | Award | 27 | $0 |
| Jun 27, 2026 | Ghei Ashima CFO | Tax withheld | 905 | $124.8K |
| Jun 27, 2026 | Ghei Ashima CFO | Option exercise | 2,509 | $0 |
| Jun 10, 2026 | Mosconi Patricia Ann Director | Award | 206 | $0 |
| Jun 10, 2026 | Markus Maura A. Director | Award | 239 | $0 |
| Jun 10, 2026 | Zavery Amit Director | Award | 206 | $0 |
| Jun 10, 2026 | Nazareth Annette L. Director | Award | 206 | $0 |
| Jun 10, 2026 | MURRAY EILEEN K Director | Award | 445 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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