Broadridge Financial Solutions (BR)
NYSE:BR
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Earnings Data
Report Date
Aug 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
3.75Last Year’s EPS
3.55Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call portrayed a broadly positive operational and financial picture: solid top-line recurring revenue growth (6% Q3, 5% organic), double-digit adjusted EPS expansion (11%), strong free cash flow generation and continued investment in strategic growth areas (tokenization, AI, M&A). Key challenges center on a shortfall and lengthening of closed sales cycles, license revenue headwinds, and modest margin pressure from mix and lower interest income. Management raised FY26 guidance for recurring revenue and EPS and emphasized a strong pipeline (> $1B), which supports confidence in future growth despite near-term sales timing issues.Company Guidance
Recurring Revenue and Organic Growth
Recurring revenues grew 6% year-over-year on a constant currency basis (5% organic growth) in the quarter, and management raised full-year fiscal '26 recurring revenue guidance to at or above 7% CC.
Earnings Per Share Growth
Adjusted EPS increased 11% to $2.72 for the quarter, and adjusted EPS guidance for fiscal '26 was raised to 10%–12% growth.
Strong Governance / ICS Performance
ICS (governance) recurring revenues rose 8% to $800M (6% organic), supported by equity position growth of 15% and equity revenue position growth of 11%; mutual fund & ETF position growth was 6%.
Wealth and Capital Markets Momentum
Wealth recurring revenue grew 8% (powered by Canada); GTO recurring revenue grew 3% to $488M, with capital markets up 6% on an underlying basis (excluding a 7-point license revenue headwind). Trade volumes rose ~16% on a blended basis.
Tokenization and Digital Leadership
Broadridge is scaling tokenization (tokenizing >$350B/day on its DLR platform), announced upcoming on-chain proxy voting for a U.S. public company, and signed agreements to support governance for tokenized marketplaces and clients.
AI Adoption and Productivity Gains
AI initiatives are driving product adoption and productivity: managed services saw a 25% productivity increase with line of sight to 50%; AI-powered products include a custom policy engine (supporting an asset manager with >$800B AUM) and a global demand model tracking $120T in assets.
M&A and Strategic Acquisitions
Completed four tuck-in acquisitions in fiscal '26 (including Acolin and CQG), deploying $294M in M&A to extend capabilities in funds, futures/options, and data-driven solutions.
Strong Cash Generation and Capital Returns
Generated $591M of free cash flow in the first 3 quarters vs. $393M prior year; on track for >100% free cash flow conversion and >$1.1B FCF for the year. Returned $681M to shareholders YTD (including ~$350M buybacks) and maintain a healthy leverage ratio of ~1.9x.
Revenue Growth and Event Activity
Total revenues increased 8% to approximately $2.0B; event-driven revenues rose $20M to $73M and low/no-margin distribution revenues grew 7%.
BR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $160.75 | $153.98 | -4.21% |
Feb 03, 2026 | $197.25 | $184.93 | -6.25% |
Nov 04, 2025 | $219.04 | $220.71 | +0.76% |
Aug 05, 2025 | $245.10 | $261.74 | +6.79% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Broadridge Financial Solutions (BR) report earnings?
Broadridge Financial Solutions (BR) is schdueled to report earning on Aug 11, 2026, Before Open (Confirmed).
What is Broadridge Financial Solutions (BR) earnings time?
Broadridge Financial Solutions (BR) earnings time is at Aug 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BR EPS forecast?
BR EPS forecast for the fiscal quarter 2026 (Q4) is 3.75.