Broadridge Financial Solutions Inc

Broadridge Financial Solutions Inc

BR · NYSE · Technology / Information Technology Services

192.45USD+0.98 (+0.51%)

Price History

Full chart

Market Stats

Previous Close191.47
Open193.16
Day Range190.01 – 193.73
52-Week Range133.01 – 233.40
Volume726.00K
Market Cap18.55B
P/E (TTM)17.03
Forward P/E15.46
EPS9.55
Dividend Yield2.67%
Beta0.91
50-Day Avg166.85
200-Day Avg173.13

About

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company's Investor Communication Solutions segment handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients; provides fund manager; and various other regulatory communication solutions. The segment also offers ProxyEdge, an institutional voting platform that allows institutional investors to view, manage, and vote multi-custodial holdings, as well as third party vote recommendations; data-driven analytics solutions; international corporate governance solutions; fiduciary-focused learning and development, software and technology, and data and analytics services, as well as automated mutual fund and exchange-traded funds trade processing; content management and omni-channel distribution platform; corporate solutions that revolve around shareholder meetings and proxy, corporate governance, regulatory filings and disclosure, and stock transfer services; corporate issuer solutions; and customer communications solutions. The Global Technology and Operations segment provides solutions that automate the front-to-back transaction lifecycle of equity, mutual fund, fixed income, foreign exchange and exchange-traded derivatives, order capture and execution, trade confirmation, margin, cash management, clearing and settlement, reference data management, reconciliations, securities financing and collateral management, asset servicing, compliance and regulatory reporting, portfolio accounting, and custody-related services. This segment also offers business process outsourcing services; technology solutions, such portfolio management, compliance, fee billing, and operational support solutions; and capital market and wealth and investment management solutions. The company was founded in 1962 and is headquartered in Lake Success, New York.

Company Details

  • SectorTechnology
  • IndustryInformation Technology Services
  • CEOMr. Timothy C. Gokey
  • Employees16.00K
  • Headquarters5 Dakota Drive, Lake Success, NY, United States, 11042, USA
  • Websitehttps://www.broadridge.com

Leadership

  • Mr. Timothy C. GokeyCEO, Executive Officer & Executive Director · b. 1962
  • Mr. Christopher J. PerryPresident & Director · b. 1962
  • Mr. Richard J. DalyChair Emeritus · b. 1953
  • Ms. Ashima GheiCorporate VP, Executive Officer & Chief Finance Officer · b. 1981
  • Ms. Hope M. JarkowskiCorporate VP, Executive Officer & Chief Legal Officer · b. 1976
  • Mr. Thomas P. CareyExecutive Officer, President of GTO and Global Head of Product & Technology · b. 1972
  • Ms. Roz SmithChief Operating Officer
  • Mr. Tyler DerrChief Technology Officer
  • Mr. W. Edings ThibaultHead of Investor Relations & Corporate Communications
  • Mr. Gregg RosenbergGlobal Head of Corporate Communications

Financials

Income Statement

Currency: USD2005-06-302006-06-302007-06-302008-06-302009-06-302010-06-302011-06-302012-06-302013-06-302014-06-302015-06-302016-06-302017-06-302018-06-302019-06-302020-06-302021-06-302022-06-302023-06-302024-06-302025-06-302026-06-30
Total Revenue1.73B1.93B2.14B2.21B2.15B2.21B2.17B2.30B2.43B2.56B2.69B2.90B4.14B4.33B4.36B4.53B4.99B5.71B6.06B6.51B6.89B7.48B
Growth (%)-+11.97%+10.58%+3.26%-2.64%+2.79%-1.91%+6.30%+5.53%+5.23%+5.32%+7.53%+43.00%+4.52%+0.75%+3.82%+10.26%+14.33%+6.16%+7.36%+5.88%+8.53%
Cost of Revenue1.27B1.43B1.59B1.61B1.57B1.62B1.62B1.72B1.77B1.76B1.83B1.98B3.11B3.17B3.13B3.27B3.57B4.12B4.28B4.57B4.75B5.10B
Gross Profit453.50M500.30M549.80M601.10M575.20M592.80M549.80M588.40M663.00M796.60M866.00M921.10M1.03B1.16B1.23B1.26B1.42B1.59B1.79B1.93B2.14B2.38B
Gross Margin26.26%25.88%25.72%27.23%26.76%26.83%25.37%25.54%27.27%31.14%32.14%31.79%24.94%26.80%28.20%27.91%28.49%27.89%29.46%29.72%31.02%31.78%
Operating Expense168.50M197.60M216.70M244.30M224.90M241.60M270.00M299.90M323.60M378.40M396.80M420.80M501.40M562.20M577.60M639.00M744.20M832.30M849.00M916.80M948.20M1.08B
Operating Income285.00M302.70M333.10M356.80M350.30M351.20M279.80M288.50M339.40M418.20M469.20M500.30M531.60M598.10M652.70M624.90M678.70M759.90M936.40M1.02B1.19B1.30B
Operating Margin16.51%15.66%15.58%16.16%16.30%15.90%12.91%12.52%13.96%16.35%17.42%17.27%12.83%13.81%14.96%13.80%13.59%13.31%15.45%15.63%17.25%17.39%
EBITDA354.20M393.20M420.60M435.30M416.90M408.90M352.40M306.30M408.80M515.60M571.20M608.40M706.00M815.50M912.80M924.20M1.01B1.22B1.36B1.51B1.69B1.30B
EBITDA Margin20.51%20.34%19.67%19.72%19.40%18.51%16.26%13.30%16.82%20.16%21.20%21.00%17.04%18.83%20.93%20.41%20.29%21.44%22.50%23.14%24.57%17.40%
Net Income166.40M166.70M197.10M192.20M223.30M190.00M169.60M123.60M212.10M263.00M287.10M307.50M326.80M427.90M482.10M462.50M547.50M539.10M630.60M698.10M839.50M1.12B
Net Income Margin9.64%8.62%9.22%8.71%10.39%8.60%7.83%5.37%8.73%10.28%10.66%10.61%7.89%9.88%11.05%10.21%10.96%9.44%10.40%10.73%12.19%15.04%
R&D------00000000--------
R&D as % of Total Revenue------0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%--------
Interest Expense11.10M16.20M37.30M57.90M14.30M9.80M9.90M13.30M13.70M23.70M25.40M28.40M44.70M42.40M45.90M62.50M57.50M87.70M143.70M150.20M135.80M99.90M
Interest Expense % of Total Revenue0.64%0.84%1.74%2.62%0.67%0.44%0.46%0.58%0.56%0.93%0.94%0.98%1.08%0.98%1.05%1.38%1.15%1.54%2.37%2.31%1.97%1.34%

Balance Sheet

Currency: USD2005-06-302006-06-302007-06-302008-06-302009-06-302010-06-302011-06-302012-06-302013-06-302014-06-302015-06-302016-06-302017-06-302018-06-302019-06-302020-06-302021-06-302022-06-302023-06-302024-06-302025-06-302026-06-30
Total Assets2.42B2.13B2.68B2.83B2.77B1.79B1.90B1.99B2.02B2.19B2.37B2.88B3.15B3.30B3.88B4.89B8.12B8.17B8.23B8.24B8.54B8.95B
Total Liabilities1.14B1.09B2.15B2.09B1.87B987.30M1.11B1.14B1.20B1.23B1.44B1.83B2.15B2.21B2.75B3.54B6.31B6.25B5.99B6.07B5.89B6.10B
Total Equity1.29B1.04B531.10M745.80M909.00M807.10M797.30M850.50M816.00M961.70M927.80M1.05B1.00B1.09B1.13B1.35B1.81B1.92B2.24B2.17B2.66B2.84B
Cash236.30M50.10M88.60M198.30M280.90M412.60M241.50M320.50M266.00M347.60M324.10M727.70M271.10M263.90M273.20M476.60M274.50M224.70M252.30M304.40M561.50M402.90M
Total Debt65.20M-726.90M447.90M324.10M324.10M524.30M567.30M789.60M524.10M975.90M1.02B1.56B1.08B1.52B2.11B3.93B4.07B3.65B3.58B3.46B3.52B
Net Debt-171.10M-50.10M638.30M249.60M43.20M-88.50M282.80M203.90M258.50M176.50M365.30M287.80M831.00M789.50M1.20B1.63B3.61B3.84B3.40B3.27B2.90B3.11B

Cash Flow

Currency: USD2005-06-302006-06-302007-06-302008-06-302009-06-302010-06-302011-06-302012-06-302013-06-302014-06-302015-06-302016-06-302017-06-302018-06-302019-06-302020-06-302021-06-302022-06-302023-06-302024-06-302025-06-302026-06-30
Operating Cash Flow9.20M426.10M160.50M482.00M358.80M493.60M214.30M284.20M270.90M387.70M431.40M437.70M515.90M693.60M617.00M598.20M640.10M443.50M823.30M1.06B1.17B1.35B
Investing Cash Flow-400.70M-20.80M-37.90M-52.60M-90.70M-88.30M-340.80M-110.50M-52.00M-150.30M-276.40M-136.90M-659.30M-249.30M-433.50M-441.70M-2.65B-110.40M-80.40M-148.00M-316.20M-452.00M
Financing Cash Flow397.60M-387.90M-84.00M-320.40M-188.60M-273.70M-52.50M-88.70M-273.20M-158.90M-158.30M108.60M-311.70M-449.90M-173.00M51.20M1.80B-370.80M-714.70M-855.50M-600.80M-1.05B
Capital Expenditure33.30M40.70M37.90M46.50M29.90M53.10M47.30M46.70M50.90M53.40M66.00M75.50M203.70M137.90M72.60M98.70M100.70M73.10M75.20M113.00M114.90M67.20M
Free Cash Flow-24.10M385.40M122.60M435.50M328.90M440.50M167.00M237.50M220.00M334.30M365.40M362.20M312.20M555.70M544.40M499.50M539.40M370.40M748.10M943.20M1.06B1.28B
Dividends Paid---33.60M37.90M66.60M74.80M78.10M85.80M96.70M122.30M138.20M152.20M165.80M211.20M241.00M261.70M290.70M331.00M368.20M402.30M443.50M
FCF to OCF-261.96%90.45%76.39%90.35%91.67%89.24%77.93%83.57%81.21%86.23%84.70%82.75%60.52%80.12%88.23%83.50%84.27%83.52%90.87%89.30%90.19%95.01%
Dividend Paid to FCF---7.72%11.52%15.12%44.79%32.88%39.00%28.93%33.47%38.16%48.75%29.84%38.80%48.25%48.52%78.48%44.25%39.04%38.08%34.69%

Earnings

Report DateMay 15, 2007Aug 22, 2007Nov 7, 2007Feb 7, 2008May 8, 2008Aug 14, 2008Nov 6, 2008Feb 3, 2009May 11, 2009Aug 11, 2009Nov 2, 2009Feb 4, 2010May 10, 2010Aug 12, 2010Nov 4, 2010Feb 8, 2011May 10, 2011Aug 11, 2011Nov 3, 2011Feb 7, 2012May 8, 2012Aug 9, 2012Nov 6, 2012Feb 7, 2013May 7, 2013Aug 8, 2013Nov 7, 2013Feb 6, 2014May 9, 2014Aug 7, 2014Nov 6, 2014Feb 5, 2015May 8, 2015Aug 7, 2015Nov 5, 2015Feb 4, 2016May 5, 2016Aug 9, 2016Nov 9, 2016Feb 8, 2017May 10, 2017Aug 10, 2017Nov 8, 2017Feb 8, 2018May 8, 2018Aug 7, 2018Nov 6, 2018Feb 7, 2019May 7, 2019Aug 1, 2019Nov 6, 2019Jan 31, 2020May 8, 2020Aug 11, 2020Oct 30, 2020Feb 2, 2021May 4, 2021Aug 12, 2021Nov 3, 2021Feb 1, 2022May 3, 2022Aug 12, 2022Nov 2, 2022Feb 2, 2023May 2, 2023Aug 8, 2023Nov 2, 2023Feb 1, 2024May 8, 2024Aug 6, 2024Nov 5, 2024Jan 31, 2025May 1, 2025Aug 5, 2025Nov 4, 2025Feb 3, 2026Apr 30, 2026Aug 4, 2026Nov 3, 2026
EPS Estimate0.270.730.160.190.240.700.200.180.220.790.190.170.210.840.120.140.200.910.100.110.250.950.150.190.341.080.200.260.401.160.280.290.521.380.270.330.511.450.370.380.621.700.420.550.791.870.680.711.491.710.700.711.702.090.630.691.682.190.970.821.782.620.880.902.033.100.970.892.243.490.971.492.413.501.251.362.603.751.37
EPS Actual0.300.820.310.260.230.690.210.210.240.830.190.240.220.840.100.080.250.940.150.120.281.000.180.170.391.150.390.250.441.170.300.320.471.400.330.380.581.450.360.390.691.710.540.791.001.860.790.561.591.720.680.531.672.150.980.731.762.191.070.821.932.650.840.912.053.211.090.922.233.501.001.562.443.551.511.592.723.82-
Surprise11.11%12.33%93.75%36.84%-4.17%-1.43%5.00%16.67%9.09%5.06%0.00%41.18%4.76%0.00%-16.67%-42.86%25.00%3.30%50.00%9.09%12.00%5.26%20.00%-10.53%14.71%6.48%95.00%-3.85%10.00%0.86%7.14%10.34%-9.62%1.45%22.22%15.15%13.73%0.00%-2.70%2.63%11.29%0.59%28.57%43.64%26.58%-0.53%16.18%-21.13%6.71%0.58%-2.86%-25.35%-1.76%2.87%55.56%5.80%4.76%0.00%10.31%0.00%8.43%1.15%-4.55%1.11%0.99%3.55%12.37%3.37%-0.45%0.29%3.09%4.70%1.24%1.43%20.80%16.91%4.62%1.87%-
TimingPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketAfter-hoursPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketAfter-hoursPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-market

Key Statistics & Ratios

Market Cap18.55B
Enterprise Value21.75B
Trailing P/E17.03
Forward P/E15.46
PEG Ratio1.78
Price / Sales2.52
Price / Book6.56
EPS9.55
Book Value24.92
Revenue (TTM)7.48B
Gross Profit (TTM)2.38B
EBITDA1.81B
Profit Margin15.04%
Operating Margin24.61%
Return on Equity40.92%
Return on Assets9.30%
Shares Outstanding114.02M
Shares Float113.49M
Beta0.91
Dividend Yield2.67%
Dividend Rate4.36
Payout Ratio41.65%

Analyst Ratings

Buy
Based on 10 analystsTarget 213.38
  • Buy
    5
  • Hold
    5

Ownership Breakdown

Institutions
98.12%
Insiders
0.53%
Retail / Other
1.35%

Top Institutional Holders

  • BlackRock Inc
    11.01M9.65%
  • Vanguard Capital Management, LLC
    7.59M6.66%
  • Vanguard Portfolio Management, LLC
    6.36M5.58%
  • State Street Corp
    5.51M4.83%
  • AllianceBernstein L.P.
    3.71M3.26%
  • Geode Capital Management, LLC
    3.47M3.04%
  • Charles Schwab Investment Management Inc
    3.38M2.96%
  • HHG PLC
    2.48M2.18%
  • Barclays PLC
    2.10M1.84%
  • Morgan Stanley - Brokerage Accounts
    2.03M1.78%
  • Amvescap Plc.
    2.02M1.77%
  • Ameriprise Financial Inc
    1.85M1.62%
  • Northern Trust Corp
    1.80M1.57%
  • NORGES BANK
    1.77M1.55%
  • Van Eck Associates Corporation
    1.69M1.48%
  • The Goldman Sachs Group Inc
    1.66M1.46%

Top Fund Holders

  • Vanguard MStar Total Stk Mkt Idx Invest
    3.67M3.22%
  • Schwab US Dividend Equity ETF™
    3.16M2.77%
  • Vanguard 500 Index Investor
    3.07M2.69%
  • VanEck Morningstar Wide Moat ETF
    1.64M1.44%

Dividends

20263×
1.09Sep 3, 20260.97Jun 12, 20260.97Mar 16, 2026
20254×
0.97Dec 12, 20250.97Sep 11, 20250.88Jun 12, 20250.88Mar 13, 2025
20244×
0.88Dec 13, 20240.88Sep 12, 20240.80Jun 14, 20240.80Mar 14, 2024
20234×
0.80Dec 14, 20230.80Sep 14, 20230.72Jun 14, 20230.72Mar 14, 2023
20224×
0.72Dec 14, 20220.72Sep 14, 20220.64Jun 14, 20220.64Mar 14, 2022
20214×
0.64Dec 14, 20210.64Sep 14, 20210.57Jun 14, 20210.57Mar 12, 2021
20201×
0.57Dec 14, 2020