Broadridge Financial Solutions, Inc.
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+ FollowMarket Cap$20.88B
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Earnings Call Q4 2026
August 4, 2026 - AI Summary
Strong FY26 performance + momentum into FY27
- Revenue: FY26 +8% constant-currency to $4.9B recurring revenue.
- Profitability: Adjusted EPS +12% to $9.60; Q4 adjusted EPS +8% to $3.82; Q4 adjusted operating margin 26.9% (down 10 bps YoY).
- Cash returns: Free cash flow $1.2B (110% conversion).
- Closed sales: Record FY26 closed sales $305M (and Q4 $158M), supporting closed sales backlog $470M (vs $40M higher YoY), i.e., visibility for future recurring revenue.
FY27 guidance: steady growth, ongoing investment
- Recurring revenue growth: 6%–8% constant-currency.
- Adjusted EPS growth: 8%–12%.
- Margin: Adjusted operating income margin ~21% (up from 20.5% in FY26).
- Event-driven / other revenues: FY27 event-driven expected to moderate to $250M–$300M (Q4 was softer due to “lower mutual fund proxy activity”).
- AI productivity funding: $25M expected AI cost saves in FY27 (used to fund investments and drive earnings growth).
- Closed sales outlook: $290M–$330M (guidance excludes impact of unannounced acquisitions).
Dividend & buybacks (shareholder return remains a key pillar)
- Board approved 12% dividend increase to $4.36/share (announced “last night”).
- FY26 capital returns: ~$600M buybacks (record) + $443M dividend; stated as just under $9 per share returned during FY26.
- Repurchase authorization increased to $1.5B; leverage at 1.9x (target 2.5x), giving capacity for continued buybacks and select M&A.
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$140.80
23.6% downside
Current Fair Value
23.6% downsideOvervalued by 23.6% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $20.88 Billion |
|---|---|
| Enterprise Value | $24.27 Billion |
| Annual dividend | $4.01 |
| Dividend yield | 2.25% |
| Earnings per Share | $9.67 |
| Beta | 0.93 |
| Outstanding Shares | 115,000,000 |
Return
| Return on Equity | 39.58% |
|---|---|
| Return on Assets | 12.57% |
| Return on Invested Capital | 20.46% |
Valuation & Multiples
| P/E Ratio | 18.45 |
|---|---|
| PEG | 290.15 |
| Price to Sales | 2.83 |
| Price to Book Ratio | 7.68 |
| Enterprise Value to Revenue | 3.25 |
| Enterprise Value to EBIT | 15.75 |
| Enterprise Value to Net Income | 21 |
| Total Debt to Enterprise | 0.16 |
| Debt to Equity | 1.34 |
Revenue Sources
No data
Last Earnings Call
Report Date
August 4, 2026
EPS Estimate
$3.76
Consensus analyst estimateRevenue Estimate
$2.17 B
Consensus analyst estimateNext Earnings Call
Expected Date
November 3, 2026
EPS Estimate
$1.37
Consensus analyst estimateRevenue Estimate
$1.65 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 105.13% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 5.11%▼ 92.08% |
|---|---|
| Total Invested | $946.82M▼ 93.84% |
| Investors Holding | 371▼ 667.00% |
About Broadridge Financial Solutions, Inc.
16,000 employees
CEO: Timothy C. Gokey
Broadridge Financial Solutions, Inc. (0HPW.L) offers critical communication and advanced technological solutions specifically tailored for the financial services industry. Established in 1962, the company maintains its headquarters in La...