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Thursday 5 November 2026 Export BR’s income statement to Excel — free account

Broadridge Financial Solutions, Inc.

BR Technology Information Technology Services

Broadridge Financial Solutions, Inc.’s revenue for fiscal 2026 (year ended June 2026) was $7.5 billion, up 8.53% from fiscal 2025.

Revenue
+4.99%
EPS
−40.8%
Free cash flow
+500.8%
Total debt
+2.01%

Quarter to September 2026, against a year earlier

194.24 4.95 +2.62%
Market cap
$21.4B
P/E
21.3×
Fwd P/E
19.4×
Dividend yield
2.07%
F-score
8/9
Altman Z
3.64
Beneish M
−2.55
Dividend safety
88/100
Overview Business Profile Earnings & Analysis
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios
Segments Valuation Filings

Revenue by segment Fiscal 2026

  • Investor Communication Solutions
  • Global Technology and Operations

Every year since 2009 →

Insider Decisions last twelve months

Bought, $m 1.03
Sold, $m 3.09
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — 1 — — — — — — — —
Sell 1 — 1 — — — 1 — — — 1 —
Insider Ownership 0.99%

Capital & Financial Ratios $m

Size
Market Cap 21,370.00
Revenue ttm 7,556.10
Net income ttm 1,053.70
Free cash flow ttm 1,296.60
Net debt Q 3,063.00
Valuation
P/E 21.31
Forward P/E 19.40
Price / sales 2.92
Forward P/S Powerpack
Price / FCF 17.56
Price / book 8.44 (above 6: high)
Financial health
Current ratio Q 1.21
Debt / equity Q 1.28
Interest coverage Q 6.40
Growth
Revenue growth Q +4.99% (above 0%: growing)
Operating income growth Q −8.06% (below 0%: shrinking)
EPS, this year +10.52%
EPS, next year A +9.01%
Revenue, next year A +5.06%
EPS, past 5 yrs +15.60% (at or above 15%: strong)
EPS, next 5 yrs A +9.77%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 3.4×, against a ten-year median of 3.6×; over the ten years it ranged from 2.4× in 2017 to 4.8× in 2021.
P/E against its own 10 years 7.70%
10-year low 10-year high
P/S against its own 10 years 37.33%
10-year low 10-year high
P/B against its own 10 years 19.51%
10-year low 10-year high
EV/Sales against its own 10 years 37.70%
10-year low 10-year high
EV/FCF against its own 10 years 9.02%
10-year low 10-year high

Dividends raised every year since 2017

Yield
2.07%
Annual rate
4.02
Payout ratio
44.4%
Growth, 2017–25
+13.1%/yr
  1. 1.39 ’17
  2. 1.70 ’18 +22
  3. 2.05 ’19 +21
  4. 2.23 ’20 +9
  5. 2.43 ’21 +9
  6. 2.73 ’22 +12
  7. 3.05 ’23 +12
  8. 3.36 ’24 +10
  9. 3.71 ’25 +10
  10. 3.81 ’26e +3
paid forecast change on the year, % Powerpack

Assets vs Liabilities $m

2024 2025 2026 Q'26
Cash 304 562 403 284
Receivables 1,066 1,077 1,129 1,009
Inventory — — — —
Other 171 179 216 245
1,541 1,817 1,748 1,538
2024 2025 2026 Q'26
Payables 1,194 1,113 1,138 1,018
ST’ Debt — 499 — —
Other 227 249 277 248
1,422 1,861 1,415 1,266

Compound Annual Growth %

10y 5y 3y
Sales 9.95% 8.41% 7.25%
Cash Flow 11.89% 16.02% 17.79%
Earnings 13.84% 15.48% 21.26%
Book Value 10.51% 9.44% 8.23%

Earnings Trends EPS, adjusted, against the consensus

Q1 FY27 Estimate 1.37 Actual 1.56

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q2 FY26 1.34 1.59 Beat by 0.25
Q3 FY26 2.63 2.72 Beat by 0.09
Q4 FY26 3.75 3.82 Beat by 0.07
Q1 FY27 1.37 1.56 Beat by 0.19
Q2 FY27 1.71 — Reports 2 February 2027

EPS $

Sep Dec Mar Jun Year
’26 0.83 — — — —
’26 1.40 2.42 2.36 3.44 9.60
’25 0.68 1.20 2.05 3.16 7.10
’24 0.76 0.59 1.79 2.72 5.86
’23 0.42 0.48 1.67 2.72 5.30
’22 0.57 0.40 1.49 2.09 4.55
’21 0.56 0.48 1.40 2.20 4.65
Fiscal quarters ending in the months shown.

Revenue $m

Sep Dec Mar Jun Year
’26 1,669 — — — —
’26 1,589 1,714 1,954 2,220 7,477
’25 1,423 1,589 1,812 2,065 6,889
’24 1,431 1,405 1,727 1,944 6,507
’23 1,283 1,293 1,646 1,839 6,061
’22 1,193 1,260 1,534 1,723 5,709
’21 1,017 1,055 1,390 1,532 4,994
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Sep Dec Mar Jun Year
’26 93 — — — —
’26 42 325 301 677 1,346
’25 (125) 237 360 700 1,171
’24 (62) 190 207 721 1,056
’23 (204) 123 176 729 823
’22 (135) 41 81 457 444
’21 (44) 128 106 451 640
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Sep Dec Mar Jun Year
’26 76 — — — —
’26 13 306 272 642 1,233
’25 (158) 214 337 663 1,056
’24 (76) 168 167 685 943
’23 (218) 104 162 701 748
’22 (151) 28 56 439 370
’21 (50) 101 86 421 557
Fiscal quarters ending in the months shown.

Valuation

The price implies free cash flow after share-based pay growing 6.6% a year for ten years. It grew 15.4% a year over the last ten.

Implied
6.6%
10 years, reported
15.4%
Open the model

Target Price Range

Analyst price targets

Recommendation Rating

2
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to June

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 TTM Sep ’26 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue 4,143 4,330 4,362 4,529 4,994 5,709 6,061 6,507 6,889 7,477 7,556 +6.8% 7,855 8,244 8,631 +4.9%
Gross margin, % 24.98 26.85 28.20 27.91 28.49 27.89 29.46 29.72 31.02 31.78 31.52 +6.8 pt
EBT 488 561 607 580 696 672 795 877 1,059 1,446 1,342 +12.8%
EBT margin, % 11.78 12.96 13.92 12.80 13.94 11.77 13.12 13.48 15.37 19.34 17.77 +7.6 pt
Net income 327 428 482 463 548 539 631 698 840 1,124 1,054 +14.7%
Per share, $
Per share, $ Revenue 35.11 37.07 37.64 39.49 43.16 48.92 51.49 55.28 58.83 64.29 66.52 +7.0%
Earnings 2.77 3.66 4.16 4.03 4.73 4.62 5.36 5.93 7.17 9.67 9.11 +14.9%
Cash flow 4.37 5.94 5.32 5.22 5.53 3.80 6.99 8.97 10.00 11.57 12.29 +11.4%
Capex (1.73) (1.18) (0.63) (0.86) (0.71) (0.63) (0.64) (0.96) (0.98) (0.97) (0.88) (6.2%)
Free cash flow 2.65 4.76 4.70 4.35 4.82 3.17 6.36 8.01 9.02 10.60 11.41 +16.7%
Book value 8.51 9.37 9.73 11.74 15.64 16.44 19.04 18.42 22.67 24.42 23.01 +12.4%
Shares, m 118 117 116 115 116 117 118 118 117 116 116 (0.2%)
Valuation, ×
Valuation, × P/E 27.28 31.76 31.02 31.24 34.22 30.92 30.90 33.15 33.94 14.13 21.31 29.9
P/S 2.15 3.13 3.44 3.20 3.74 2.91 3.22 3.56 4.13 2.13 2.92 3.2
P/B 8.88 12.37 13.30 10.75 10.33 8.67 8.70 10.67 10.72 5.61 8.44 10.0
EV/Sales 2.38 3.34 3.74 3.49 4.47 3.55 3.74 4.03 4.52 2.58 3.39 3.6
EV/FCF 31.62 26.01 32.35 34.35 43.18 61.29 31.99 29.04 30.65 16.16 20.40 33.7
Cash, $m
Cash, $m Operating cash flow 516 694 617 598 640 444 823 1,056 1,171 1,346 1,397 +11.2%
Capex (204) (138) (73) (99) (83) (73) (75) (113) (115) (113) (100) (6.4%)
Free cash flow 312 556 544 500 557 370 748 943 1,056 1,233 1,297 +16.5%
Balance, $m
Balance, $m Working capital 245 214 240 (13) (27) 15 (1,005) 119 (44) 333 272 +3.5%
Net debt 831 790 1,197 1,311 3,653 3,613 3,161 3,051 2,691 2,852 3,063 +14.7%
Shareholders’ equity 1,004 1,094 1,128 1,347 1,809 1,919 2,241 2,168 2,655 2,841 2,614 +12.3%
Returns, %
Returns, % ROA 10.85 13.26 13.42 10.55 8.42 6.62 7.69 8.47 10.00 12.86 12.46 +2.0 pt
ROIC 18.19 19.84 17.55 14.70 7.76 8.58 10.83 12.18 13.90 14.28 14.15 (3.9) pt
ROE 31.89 40.79 43.39 37.39 34.70 28.92 30.32 31.67 34.81 40.91 40.15 +9.0 pt
People
People Employees 10,000 10,000 11,000 12,000 13,704 14,300 14,700 14,600 15,000 16,000 — +5.4%
Revenue/emp, $m 0.41 0.43 0.40 0.38 0.36 0.40 0.41 0.45 0.46 0.47 — +1.3%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Jun 2026 · latest quarter Sep 2026 · fundamentals updated 5 Nov 2026

Business profile

Updated

Broadridge Financial Solutions provides technology and outsourced services that help financial firms and public companies communicate with investors, process securities transactions and manage records. It was founded in 2007, is headquartered in Lake Success and is led by chief executive Tim Gokey.

Its Investor Communication Solutions business helps banks, broker-dealers, funds and public companies send shareholder materials and collect votes. When investors hold shares through a bank or broker rather than directly in their own names, Broadridge can distribute proxy materials on the intermediary’s behalf and convey voting instructions to the company or fund holding the meeting. It also provides virtual shareholder meetings, regulatory filings, fund data and customer communications such as bills and statements.

Where the money comes from and where it goes Fiscal 2026

Fiscal 2026: revenue by segment, and margins
Investor Communication Solutions 5,561 74.37%
Global Technology and Operations 1,916 25.63%
Gross margin 31.78%
Operating margin 17.40%
Pre-tax margin 19.34%

Revenue by segment since 2009

Broadridge Financial Solutions, Inc. vs peers in Information Technology Services (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
FISV Fiserv, Inc. $33.0B — (loss-making) 10.5× −1.27% (below 0%: shrinking) n/m −22.03% (below 0%: shrinking) 53.06% (105.74%) Compare
CTSH Cognizant Technology Solutions Corporation $29.4B 12.1× 11.5× +4.60% (above 0%: growing) +148.80% (above 0%: growing) −20.26% (below 0%: shrinking) 33.77% 15.40% Compare
BR Broadridge Financial Solutions, Inc. $21.4B 21.3× 19.4× +4.99% (above 0%: growing) −40.82% (below 0%: shrinking) +500.79% (above 0%: growing) 25.67% 10.40%
WIT Wipro Limited $21.4B 18.2× — +1.02% (above 0%: growing) 0.00% +50.60% (above 0%: growing) 28.84% 16.42% Compare
CDW CDW Corporation $21.1B 18.6× 17.6× +17.73% (above 0%: growing) +11.55% (above 0%: growing) +24.62% (above 0%: growing) 20.51% 7.25% Compare
LDOS Leidos Holdings, Inc. $17.0B 12.0× 13.1× +3.60% (above 0%: growing) +16.05% (above 0%: growing) +67.40% (above 0%: growing) 17.71% 11.94% Compare
FIS Fidelity National Information Services, Inc. $15.4B 4.4× 5.8× +27.13% (above 0%: growing) +35.67% (above 0%: growing) +22.46% (above 0%: growing) 37.03% 19.11% Compare
CACI CACI International, Inc. $14.0B 24.7× 25.4× +8.17% (above 0%: growing) +4.06% (above 0%: growing) −2.66% (below 0%: shrinking) 35.44% 10.00% Compare
WSE WISE GROUP PLC $13.7B — — — — — — — Compare
Median of peers $19.1B 15.1× 12.3× +4.60% +13.80% +22.46% 33.77% 11.94%

All 81 Information Technology Services stocks →

From the latest earnings call

Updated

  • CEO Tim Gokey said Broadridge is building governance services across tokenized-equity models, including for the New York Stock Exchange’s planned marketplace.
  • CFO Ashima Ghei attributed the quarterly adjusted margin decline to lower event-driven revenue and higher investment, and expects similar pressure in the second quarter.

Largest institutional holders 13F, quarter to 30 June 2026

Held by institutions 94.37%
Held by the ten largest 43.31%
Holder Shares Stake Change
Vanguard 14.90m 13.07% −294.73k
BlackRock 10.76m 9.44% −243.49k
State Street 5.71m 5.01% +205.64k
Charles Schwab 3.70m 3.25% +323.97k
Geode Capital Management 3.31m 2.90% −155.88k
AllianceBernstein 2.47m 2.16% −1.25m
UBS 2.44m 2.14% +580.42k
Morgan Stanley 2.14m 1.88% +117.69k
Invesco 2.03m 1.78% +13.28k
Jupiter Topco 1.91m 1.68% +1.91m
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.

Pay and ownership Proxy statement filed 29 September 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2026 19.13m (9.81m) 92.59
2025 17.19m 30.36m 160.99
2024 14.25m 21.97m 128.49
2023 12.24m 18.08m 106.27
2022 10.07m 9.17m 89.72

Ownership

Directors and executive officers, together 1.00%
BlackRock, Inc. 8.55%
Vanguard Capital Management LLC 7.70%
Vanguard Portfolio Management LLC 5.61%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Broadridge Financial Solutions, Inc. (BR) Latest News

4 Nov

Impact 3 · · GuruFocus.com
Impact 3 · · Simply Wall St.

3 Nov

Impact 3 · · The Motley Fool
Impact 3 · · The Motley Fool transcript
Impact 3 · · MarketBeat
Impact 3 · · Zacks
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29 Oct

Impact 4 · · PR Newswire

28 Oct

Impact 4 · · TheStreet
Impact 3 · · Zacks

27 Oct

Impact 3 · · Insider Monkey

22 Oct

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Impact 3 · · Simply Wall St.
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20 Oct

Impact 3 · · PR Newswire
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19 Oct

Impact 3 · · PR Newswire

14 Oct

Impact 4 · · Zacks

12 Oct

Impact 3 · · StockStory

1 Oct

Impact 4 · · PR Newswire

29 Sep

Impact 3 · · beincrypto.com

28 Sep

Impact 4 · · Zacks

24 Sep

Impact 3 · · cryptoprowl.com

23 Sep

Impact 4 · · Simply Wall St.
Impact 4 · · PR Newswire

21 Sep

Impact 3 · · Insider Monkey

3 Sep

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13 Aug

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11 Aug

Impact 4 · · The Motley Fool transcript

6 Aug

Impact 3 ·

BR metrics, ten years each

stockrow.com/BR · Data as of Nov 5, 2026 · For information only; not investment advice. · © 2026 stockrow.com