Broadridge Financial Solutions, Inc.

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.