Broadridge Financial Solutions, Inc.
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+ FollowMarket Cap$22.48B
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Earnings Call Q1 2027
November 3, 2026 - AI Summary
Strong Q1 performance + broad-based growth (good/surprising): Recurring revenue rose 11% constant-currency (also 9% organic). Closed sales were $36m, up 10% YoY. Segment momentum: ICS (governance) recurring revenue up 10%, GTO (capital markets/wealth) up 13%. Total revenue increased 5% to $1.7b, with event-driven revenue normalizing vs last year’s record quarter.
Volumes driving the story (watch the acceleration): Equity position growth was 16% (including 11% revenue position growth). Fund position growth was 16% in Q1, with timing effects acknowledged; testing suggests high-single-digit fund growth for the balance of the year—accelerating from 6% in FY2026. Trade volumes rose 7% (equity-led).
Guidance reaffirmed for FY2027 + Q2 framing (forecast/outlook): Management reaffirmed full-year guidance:
- Recurring revenue growth: 6%–8% constant-currency
- Adjusted operating income margin: ~21%
- Adjusted EPS growth: 8%–12%
- Closed sales: $290m–$330m
- Q2 EPS outlook: expected ~12%–14% of full-year (reflecting more normalized event-driven revenues and tax rate).
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$144.59
24.9% downside
Current Fair Value
24.9% downsideOvervalued by 24.9% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $22.48 Billion |
|---|---|
| Enterprise Value | $26.04 Billion |
| Annual dividend | $4.01 |
| Dividend yield | 2.09% |
| Earnings per Share | $9.67 |
| Beta | 0.9 |
| Outstanding Shares | 113,600,000 |
Return
| Return on Equity | 40.31% |
|---|---|
| Return on Assets | 12.23% |
| Return on Invested Capital | 20.10% |
Valuation & Multiples
| P/E Ratio | 21.13 |
|---|---|
| PEG | -49.49 |
| Price to Sales | 2.92 |
| Price to Book Ratio | 8.37 |
| Enterprise Value to Revenue | 3.45 |
| Enterprise Value to EBIT | 17.63 |
| Enterprise Value to Net Income | 24 |
| Total Debt to Enterprise | 0.15 |
| Debt to Equity | 1.47 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 3, 2026
EPS
$1.56
Est. $1.37Revenue
$1.67 B
Est. $1.65 BNext Earnings Call
Expected Date
February 2, 2027
EPS Estimate
$1.56
Consensus analyst estimateRevenue Estimate
$1.78 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.13, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.1267▼ 92.45% |
|---|---|
| Total Calls | 100,200▼ 44.15% |
| Total Puts | 12,700▼ 93.27% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 68.45%▼ 28.74% |
|---|---|
| Total Invested | $12.69B▼ 17.43% |
| Investors Holding | 917▼ 121.00% |
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...