Broadridge Financial Solutions, Inc.

Strong Q2 Performance: Broadridge Financial Solutions delivered strong second quarter results, with recurring revenue growth of 8% (constant currency) and adjusted EPS of $1.59, highlighting ongoing operational strength and market demand. Year-to-date free cash flow reached $319 million, significantly up from $56 million year-over-year.

Revised Outlook for FY 2026: The company reaffirmed guidance for recurring revenue growth at the higher end of the 5% to 7% range and raised the adjusted EPS growth forecast to 9% to 12%, indicating confidence in future performance and a continuation of strong fundamentals for fiscal 2026.

Opportunities in Tokenization: Broadridge is positioning itself to capitalize on the emerging market for tokenized equities, which is expected to democratize investing and drive demand in U.S. equity markets. The company anticipates ongoing growth in position growth and revenue through effective management of governance complexities associated with tokenized securities.