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Broadridge (NYSE: BR) boosts dividend 12% and unveils $1.5B buyback

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Form Type
8-K

Rhea-AI Filing Summary

Broadridge Financial Solutions reported strong fourth-quarter and fiscal 2026 results, with total revenues of $7,476.8 million, up 9%, and Recurring revenues of $4,878.0 million, up 8%. Diluted EPS rose to $9.60, a 35% increase, and Adjusted EPS grew 12% to $9.60. Free cash flow reached $1,233.0 million, delivering 110% Free cash flow conversion, while Closed sales were $305.1 million.

The Investor Communication Solutions and Global Technology and Operations segments both posted solid Recurring revenue gains. The board raised the annual dividend 12% from $3.90 to $4.36 per share (quarterly $1.09 payable October 5, 2026 to holders of record on September 3, 2026) and authorized a new $1.5 billion share repurchase program. For fiscal 2027, guidance calls for 6–8% Recurring revenue growth constant currency, 8–12% Adjusted EPS growth, Adjusted Operating income margin of about 21%, and Free cash flow conversion above 100%.

Positive

  • Fiscal 2026 diluted EPS increased 35% to $9.60, while Adjusted EPS rose 12% to $9.60 on 9% revenue growth, indicating strong earnings expansion.
  • The board approved a 12% increase in the annual dividend from $3.90 to $4.36 per share, extending Broadridge’s long record of annual dividend growth.
  • Broadridge returned over $1 billion to shareholders in fiscal 2026, including a record $600 million of share repurchases, and added a new $1.5 billion buyback authorization.

Negative

  • Fiscal 2027 diluted EPS (GAAP) guidance of (4%)–0% points to flat or slightly lower reported earnings even as Adjusted EPS is guided to grow 8–12%.

Insights

Analyzing...

Item 2.02 Results of Operations and Financial Condition Financial
Disclosure of earnings results, typically an earnings press release or preliminary financials.
Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Total Revenues FY2026 $7,476.8 million Fiscal year 2026 total revenues, up 9% from $6,889.1 million
Recurring Revenues FY2026 $4,878.0 million Fiscal year 2026 Recurring revenues, up 8% from $4,507.9 million
Diluted EPS FY2026 $9.60 Fiscal 2026 diluted earnings per share, up 35% from $7.10
Adjusted EPS FY2026 $9.60 Fiscal 2026 Adjusted earnings per share, up 12% from $8.55
Annual Dividend per Share $4.36 Board approved annual dividend increase of 12% from $3.90 per share
Share Repurchase Authorization $1.5 billion New share repurchase program for outstanding common stock with no expiration date
Free Cash Flow FY2026 $1,233.0 million Fiscal 2026 Free cash flow, corresponding to 110% Free cash flow conversion
FY2027 Adjusted EPS Growth Guidance 8-12% Guidance range for fiscal 2027 Adjusted earnings per share growth (Non-GAAP)
Recurring revenue growth constant currency financial
"Fiscal year 2027 guidance calls for 6-8% Recurring revenue growth constant currency"
Free cash flow conversion financial
"Strong Free cash flow conversion of 110% helped drive record share repurchases"
Free cash flow conversion measures how effectively a company turns its reported profits into actual cash that can be used for growth, debt repayment, or dividends. It compares the cash generated after expenses to the company's net income, similar to how a person might compare their savings to their paycheck. High conversion indicates the company is efficient at translating profits into cash, which is important for investors assessing its financial health and flexibility.
Adjusted earnings per share financial
"Adjusted earnings per share increased 12% to $9.60, compared to $8.55"
Adjusted Earnings Per Share shows how much profit a company makes for each share of stock, but it removes unusual or one-time items like big expenses or gains. This helps investors see the company's true ongoing performance, making it easier to compare how well different companies are doing over time.
Digital Assets financial
"non-cash Gains on Digital Assets of $227 million"
Digital assets are electronic files or representations of value stored electronically, such as cryptocurrencies, digital tokens, or digital art. They matter to investors because they can be bought, sold, and used for transactions much like physical assets, but exist entirely in digital form, offering new opportunities for investment and financial innovation.
Canton coins financial
"Broadridge holds $216 million of Canton coins valued at $0.15 cents per coin"
Total revenues FY2026 $7,476.8 million up 9% from $6,889.1 million
Recurring revenues FY2026 $4,878.0 million up 8% from $4,507.9 million
Net earnings FY2026 $1,124.3 million up 34% from $839.5 million
Diluted EPS FY2026 $9.60 up 35% from $7.10
Adjusted EPS FY2026 $9.60 up 12% from $8.55
Guidance

For fiscal 2027, the company targets 6–8% Recurring revenue growth constant currency, Adjusted Operating income margin of about 21%, 8–12% Adjusted EPS growth, GAAP diluted EPS change of (4%)–0%, and Free cash flow conversion above 100%.

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FAQ

How did Broadridge (BR) perform financially in fiscal 2026?

Broadridge delivered solid growth in fiscal 2026, with total revenues of $7,476.8 million, up 9%, Recurring revenues of $4,878.0 million, up 8%, diluted EPS of $9.60, up 35%, and Adjusted EPS of $9.60, up 12%, supported by strong segment performance and cash generation.

What dividend did Broadridge (BR) declare and how much was the increase?

The board declared a quarterly dividend of $1.09 per share, payable October 5, 2026 to shareholders of record on September 3, 2026. This reflects a 12% increase in the annual dividend, from $3.90 to $4.36 per share, subject to future board declarations.

What is included in Broadridge (BR)’s new share repurchase authorization?

Broadridge’s board authorized a new share repurchase program of up to $1.5 billion of outstanding common stock. This replaces the 3.5 million shares remaining under the prior authorization and has no expiration date, with purchases made at management’s and the board’s discretion.

What fiscal 2027 guidance did Broadridge (BR) provide?

For fiscal 2027, Broadridge guides to 6–8% Recurring revenue growth constant currency, Adjusted Operating income margin of about 21%, and 8–12% Adjusted EPS growth. It also targets Free cash flow conversion above 100% and expects GAAP diluted EPS to be between a 4% decline and flat.

How did Broadridge (BR)’s segments perform in fiscal 2026?

Investor Communication Solutions generated total revenues of $5,560.8 million, up 9%, with Recurring revenues up 8%. Global Technology and Operations produced total revenues of $1,916.0 million in Recurring revenues, up 8%, with strong contributions from Capital Markets and Wealth & Investment Management solutions.

What was Broadridge (BR)’s free cash flow and conversion in fiscal 2026?

Free cash flow in fiscal 2026 was $1,233.0 million, up from $1,056.4 million a year earlier. Free cash flow conversion reached 110%, calculated as Free cash flow divided by Adjusted Net earnings, supporting significant dividends, share repurchases, and investment spending.

How much capital did Broadridge (BR) return to shareholders in fiscal 2026?

Broadridge returned over $1 billion to shareholders during fiscal 2026. This included approximately $443.5 million in dividends paid and a record $603.7 million of treasury stock purchases, alongside the newly authorized $1.5 billion repurchase program for future buybacks.
0001383312false00013833122026-08-032026-08-03

 
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 3, 2026
------------
BROADRIDGE FINANCIAL SOLUTIONS, INC.
(Exact name of registrant as specified in its charter)
Delaware
001-33220
33-1151291
(State or other jurisdiction of incorporation)
(Commission file number)
(I.R.S. Employer Identification No.)


5 Dakota Drive
Lake SuccessNew York11042
(Street Address)(City)(State)Zip Code

Registrant’s telephone number, including area code: (516) 472-5400

N/A
(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨
Securities registered pursuant to Section 12(b) of the Act:
Title of Each Class:
Trading Symbol
Name of Each Exchange on Which Registered:
Common Stock, par value $0.01 per share
BR
New York Stock Exchange






Item 2.02. Results of Operations and Financial Condition.

On August 4, 2026, Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”) issued a press release (“Press Release”) announcing its financial results for the fourth quarter and fiscal year ended June 30, 2026. On August 4, 2026, the Company also posted an Earnings Webcast & Conference Call Presentation (the “Earnings Presentation”) on the Company’s Investor Relations website at www.broadridge-ir.com.

Copies of the Press Release and Earnings Presentation are being furnished as Exhibits 99.1 and 99.2, attached hereto, respectively. The information furnished pursuant to Items 2.02 and 9.01, including Exhibits 99.1 and 99.2, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section, and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act.

Item 8.01. Other Events.

On August 3, 2026, Broadridge's Board of Directors (the “Board”) declared a quarterly dividend of $1.09 per share payable on October 5, 2026 to stockholders of record on September 3, 2026. This declaration reflects the Board's approval of a 12% increase in the annual dividend from $3.90 to $4.36 per share, subject to the discretion of the Board to declare quarterly dividends. A copy of the press release announcing this dividend declaration is attached hereto as Exhibit 99.1

On August 3, 2026, the Board authorized a new share repurchase program under which Broadridge may repurchase up to $1.5 billion of its outstanding common stock. This authorization replaces the 3.5 million shares remaining under the existing Board repurchase authorization. The share repurchase program has no expiration date and may be suspended, modified, or discontinued at any time at the discretion of the Board. Repurchases under the program may be made from time to time in open market transactions, privately negotiated transactions, transactions pursuant to Rule 10b5-1 trading arrangements, or other transactions permitted by applicable securities laws and regulations. The timing, number, and value of shares repurchased will depend on market conditions, the market price of Broadridge’s common stock, available liquidity, capital allocation priorities, applicable legal requirements, and other factors considered relevant by management and the Board.
Forward-Looking Statements
This current report on Form 8-K may contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Statements that are not historical in nature and which may be identified by the use of words such as “expects,” “assumes,” “projects,” “anticipates,” “estimates,” “we believe,” “could be,” “on track,” and other words of similar meaning, are forward-looking statements. These statements are based on management’s expectations and assumptions and are subject to risks and uncertainties that may cause actual results to differ materially from those expressed. Factors that could cause actual results to differ materially from those contemplated by the forward-looking statements include:
changes in laws and regulations affecting Broadridge’s clients or the services provided by Broadridge;
Broadridge’s reliance on a relatively small number of clients, the continued financial health of those clients, and the continued use by such clients of Broadridge’s services with favorable pricing terms;
a material security breach or cybersecurity attack affecting the information of Broadridge’s clients;
declines in participation and activity in the securities markets;
the failure of Broadridge’s key service providers to provide the anticipated levels of service;
a disaster or other significant slowdown or failure of Broadridge’s systems or error in the performance of Broadridge’s services;
overall market, economic and geopolitical conditions and their impact on the securities markets;



the success of Broadridge in retaining and selling additional services to its existing clients and in obtaining new clients;
Broadridge’s failure to keep pace with changes in technology and demands of its clients;
competitive conditions;
Broadridge’s ability to attract and retain key personnel; and
the impact of new acquisitions and divestitures.

There may be other factors that may cause our actual results to differ materially from the forward-looking statements. Our actual results, performance or achievements could differ materially from those expressed in, or implied by, the forward-looking statements. We can give no assurances that any of the events anticipated by the forward-looking statements will occur or, if any of them do, what impact they will have on our results of operations and financial condition. You should carefully read the factors described in the “Risk Factors” section of our Annual Report on Form 10-K for the fiscal year ended June 30, 2026 filed with the Securities and Exchange Commission on August 4, 2026 for a description of certain risks that could, among other things, cause our actual results to differ from these forward-looking statements.

All forward-looking statements speak only as of the date of this Current Report on Form 8-K and are expressly qualified in their entirety by the cautionary statements included in this Current Report on Form 8-K. We disclaim any obligation to update or revise forward-looking statements that may be made to reflect events or circumstances that arise after the date made or to reflect the occurrence of unanticipated events, other than as required by law.

Item 9.01.Financial Statements and Exhibits.

(d) Exhibits.
Exhibit No.Description
99.1
Broadridge Financial Solutions, Inc. Press Release dated August 4, 2026
99.2
Broadridge Financial Solutions, Inc. Earnings Webcast & Conference Call Presentation dated August 4, 2026
104Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document.

















SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: August 4, 2026
BROADRIDGE FINANCIAL SOLUTIONS, INC.
By:/s/ Ashima Ghei
     Ashima Ghei
Corporate Vice President and
   Chief Financial Officer

    
EXHIBIT 99.1
brlogorgbblue2017a12a.jpg

Broadridge Reports Fourth Quarter and Fiscal Year 2026 Results
Fiscal Year 2026 Recurring revenues grew 8% on a reported and constant currency basis
Diluted EPS was $9.60 and Adjusted EPS grew 12% to $9.60
Closed sales rose to $305 million
Raising annual dividend by 12% to $4.36, 20th consecutive annual dividend increase
Fiscal year 2027 guidance calls for 6-8% Recurring revenue growth constant currency and 8-12% Adjusted EPS growth
NEW YORK, N.Y., August 4, 2026 - Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the fourth quarter ended and fiscal year 2026. Results compared with the same period last year were as follows:
Summary Financial Results
Fourth Quarter
Fiscal Year
Dollars in millions, except per share data

20262025Change20262025Change
Recurring revenues$1,542$1,4248%$4,878$4,5088%
     Constant currency growth (Non-GAAP)8%8%
Total revenues$2,220$2,0657%$7,477$6,8899%
Operating income$546$49910%$1,301$1,1899%
     Margin24.6%24.1%17.4%17.3%
Adjusted Operating income (Non-GAAP)$598$5587%$1,535$1,4119%
     Margin (Non-GAAP)26.9%27.0%20.5%20.5%
Diluted EPS $3.44$3.169%$9.60$7.1035%
Adjusted EPS (Non-GAAP)$3.82$3.558%$9.60$8.5512%
Closed sales$158$11439%$305$2886%
“Broadridge is delivering strong results today while positioning our company for an exciting digital, agentic, and tokenized future,” said Tim Gokey, Broadridge’s CEO.
“Fiscal year 2026 Recurring revenue growth constant currency was 8%, Adjusted EPS grew 12%, and Closed sales topped $305 million. Strong Free cash flow conversion of 110% helped drive record share repurchases. As a result, we achieved our three-year Recurring revenue and Adjusted EPS growth objectives for the fifth consecutive cycle.
“We are building the infrastructure for the markets of tomorrow,” Mr. Gokey continued. “We are enabling Governance solutions for tokenized assets, reinventing shareholder engagement, and digitizing communications. We are transforming collateral management and integrating tokenized assets into our Wealth and Capital Markets platforms. Across Broadridge, we are leaning into Agentic AI to drive growth and productivity.
“Our fiscal year 2027 guidance calls for another year of strong financial performance, with 6-8% Recurring revenue growth constant currency, 8-12% Adjusted EPS growth, Free cash flow conversion greater than 100%, and Closed sales of $290-330 million. I’m also pleased to announce that our Board has approved a 12% increase in our annual dividend to $4.36 per share, marking the fourteenth double-digit increase in the past fifteen years,” Mr. Gokey concluded.
1





Fiscal Year 2027 Financial Guidance
Recurring revenue growth constant currency (Non-GAAP) 6 - 8%
Adjusted Operating income margin (Non-GAAP)~21%
Adjusted Earnings per share growth (Non-GAAP)8 - 12%
Free cash flow conversion (Non-GAAP)100%+
Closed sales$290 - $330 million
Financial Results for Fourth Quarter Fiscal Year 2026 compared to Fourth Quarter Fiscal Year 2025
Total revenues increased 7% to $2,220 million from $2,065 million.
Recurring revenues increased $119 million, or 8%, to $1,542 million. Recurring revenue growth constant currency (Non-GAAP) was 8%, driven by organic growth in Investor Communication Solutions (“ICS”) and Global Technology and Operations (“GTO”) and acquisitions in ICS and GTO.
Event-driven revenues decreased $8 million, or 10%, to $71 million, primarily due to lower mutual fund proxy revenues.
Distribution revenues increased $44 million, or 8%, to $606 million, driven primarily by postage rate increases of approximately $32 million.
Operating income was $546 million, an increase of $48 million, or 10%. Operating income margin increased to 24.6%, compared to 24.1% for the prior year period.
Adjusted Operating income was $598 million, an increase of $40 million, or 7%. Adjusted Operating income margin was 26.9% compared to 27.0% for the prior year period.
Interest expense, net was flat at $27 million, compared to the prior year period.
The effective tax rate was 23.7% compared to 20.6% in the prior year period. The change in effective tax rate for the three months ended June 30, 2026 was primarily driven by a decrease in discrete tax benefits.
Net earnings increased 6% to $398 million and Adjusted Net earnings increased 5% to $442 million.
Diluted earnings per share increased 9% to $3.44, compared to $3.16 in the prior year period, and
Adjusted earnings per share increased 8% to $3.82, compared to $3.55 in the prior year period.
Segment and Other Results for Fourth Quarter Fiscal Year 2026 compared to Fourth Quarter Fiscal Year 2025
ICS
Total revenues were $1,732 million, an increase of $132 million, or 8%.
Recurring revenues increased $96 million, or 10%, to $1,055 million. Recurring revenue growth constant currency (Non-GAAP) was 10%, driven by 6pts of Internal Growth, 3pts of Net New Business, and 1pt from acquisitions.
By product line, Recurring revenue growth and Recurring revenue growth constant currency (Non-GAAP) were as follows:
Regulatory rose 14% and 14%, respectively. Equity revenue position growth was 14% and Mutual fund/ETF position growth was 7%.
2




Data-driven fund solutions rose 7% and 7%, respectively, driven by growth in data and analytics products and the acquisitions of Acolin Group Holdco Limited (“Acolin”) and LDI MAP, LLC (“iJoin”).
Issuer rose 8% and 8%, respectively, driven by growth in disclosure solutions and shareholder engagement solutions.
Customer communications rose 1% and 1%, respectively, driven by the acquisition of Signal Agency Limited (“Signal”).
Event-driven revenues decreased $8 million, or 10%, to $71 million, from lower mutual fund proxy revenues.
Distribution revenues increased $44 million, or 8%, to $606 million, driven primarily by postage rate increases of approximately $32 million.
Earnings before income taxes increased by $40 million, or 8%, to $531 million, driven by higher Recurring revenues and Distribution revenues. Operating expenses rose 8%, or $91 million, to $1,201 million driven by higher distribution expenses, volume-related expenses and the impact of acquisitions and investments. Pre-tax margins were flat at 30.6%.
GTO
Recurring revenues were $488 million, an increase of $23 million, or 5%. Recurring revenue growth constant currency (Non-GAAP) was 5%, driven by organic growth and the acquisition of CQG, Inc. (“CQG”).
By product line, Recurring revenue growth and the corresponding Recurring revenue growth constant currency (Non-GAAP) were as follows:
Capital Markets rose 8% and 7%, respectively, primarily driven by 4pts of organic growth and 3pts from the acquisition of CQG.
Wealth and Investment Management rose 1% and 1%, respectively. The benefit of higher trading volumes was offset by a 4pt impact from lower software term license revenue.
Earnings before income taxes were $68 million, an increase of $34 million, or 99%, driven by higher revenue and lower expenses. Pre-tax margins increased to 13.8% from 7.3%.
Corporate and Other
Loss before income taxes increased by $24 million, primarily due to a non-cash Loss on Digital Assets of $11 million and higher technology spending, including the impact of investments.
Financial Results for Fiscal Year 2026 compared to the Fiscal Year 2025
Total revenues increased 9% to $7,477 million from $6,889 million.
Recurring revenues increased $370 million, or 8%, to $4,878 million. Recurring revenue growth constant currency (Non-GAAP) was 8%, driven by organic growth and acquisitions in ICS and GTO.
Event-driven revenues increased $29 million, or 9%, to $348 million, driven by higher equity and other communications.
Distribution revenues increased $189 million, or 9%, to $2,251 million, primarily driven by postage rate increases of approximately $123 million and higher volumes.
Operating income was $1,301 million, an increase of $112 million, or 9%. Operating income margin increased to 17.4%, compared to 17.3% for the prior year period.
Adjusted Operating income was $1,535 million, an increase of $124 million, or 9%. Adjusted Operating income rose slightly to 20.5%. The combination of higher distribution revenue and the impact of lower rates on float income negatively impacted margins by 40 basis points.
Interest expense, net was $100 million, a decrease of $23 million, primarily due to lower average borrowings and lower borrowing costs.
3




The effective tax rate was 22.2% compared to 20.7% in the prior year period. The change in effective tax rate for the twelve months ended June 30, 2026 was primarily driven by an increase in pre-tax income and a decrease in total discrete tax benefits. The decrease in discrete tax benefits was primarily driven by a decrease in the excess tax benefits associated with stock-based compensation.
Net earnings increased 34% to $1,124 million and Adjusted Net earnings increased 11% to $1,124 million.
Diluted earnings per share increased 35% to $9.60, compared to $7.10 in the prior year period, and
Adjusted earnings per share increased 12% to $9.60, compared to $8.55 in the prior year period.
Segment and Other Results for Fiscal Year 2026 compared to Fiscal Year 2025
ICS
Total revenues were $5,561 million, an increase of $448 million, or 9%.
Recurring revenues increased $230 million, or 8%, to $2,962 million. Recurring revenue growth constant currency (Non-GAAP) was 8%, driven by 7pts of organic growth.
By product line, Recurring revenue growth and Recurring revenue growth constant currency (Non-GAAP) were as follows:
Regulatory rose 12% and 12%, respectively. Equity revenue position growth was 12% and Mutual fund/ETF position growth was 6%.
Data-driven fund solutions rose 4% and 4%, respectively, driven by growth in data and analytics products, and the acquisitions of Acolin and iJoin.
Issuer rose 8% and 8%, respectively, driven by growth in shareholder engagement solutions and disclosure solutions.
Customer communications rose 5% and 5%, respectively, driven by growth in digital and print revenues, as well as the acquisition of Signal.
Event-driven revenues increased $29 million, or 9%, to $348 million, driven by higher equity and other communications.
Distribution revenues increased $189 million, or 9%, to $2,251 million, primarily driven by postage rate increases of approximately $123 million and higher volumes.
Earnings before income taxes increased by $49 million, or 5%, to $1,104 million. The earnings benefit from higher Recurring revenue and Event-driven revenue was partially offset by higher Operating expenses. Operating expenses rose 10%, or $398 million, to $4,457 million, driven by distribution expenses, other volume-related expenses and the impact of acquisitions. Pre-tax margins decreased to 19.8% from 20.6%.
GTO
Recurring revenues were $1,916 million, an increase of $140 million, or 8%. Recurring revenue growth constant currency (Non-GAAP) was 7%, driven by 4pts of organic growth and 2pts from the acquisitions of Kyndryl’s Securities Industry Services business (“SIS”) and CQG.
By product line, Recurring revenue growth and the corresponding Recurring revenue growth constant currency (Non-GAAP) were as follows:
Capital Markets rose 6% and 5%, respectively, primarily driven by 4pts of revenue from new sales and 1pt from the acquisition of CQG.
Wealth and Investment Management rose 11% and 10%, respectively, driven by 5pts of organic growth and 5pts from the acquisition of SIS.
Earnings before income taxes were $298 million, an increase of $96 million, or 48%, as higher revenues more than offset higher expenses, including the impact of the SIS and CQG acquisitions. Pre-tax margins increased to 15.5% from 11.3%.
4




Corporate and Other
Earnings before income taxes were $44 million compared to a Loss of $197 million in the prior year period. The increased Earnings before income taxes was primarily due to the non-cash Gains on Digital Assets of $227 million and a $23 million decline in Interest expense, net which more than offset higher technology spending, including the impact of investments.
Dividend Declaration and Increase
On August 3, 2026, Broadridge's Board of Directors (the “Board”) declared a quarterly dividend of $1.09 per
share payable on October 5, 2026 to stockholders of record on September 3, 2026. This declaration reflects the
Board's approval of a 12% increase in the annual dividend from $3.90 to $4.36 per share, subject to the
discretion of the Board to declare quarterly dividends.
Share Repurchase Plan Authorization
On August 3, 2026, the Board authorized a new share repurchase program under which Broadridge may repurchase up to $1.5 billion of its outstanding common stock. This authorization replaces the 3.5 million shares remaining under the existing Board repurchase authorization. The share repurchase program has no expiration date and may be suspended, modified, or discontinued at any time at the discretion of the Board. Repurchases under the program may be made from time to time in open market transactions, privately negotiated transactions, transactions pursuant to Rule 10b5-1 trading arrangements, or other transactions permitted by applicable securities laws and regulations. The timing, number, and value of shares repurchased will depend on market conditions, the market price of Broadridge’s common stock, available liquidity, capital allocation priorities, applicable legal requirements, and other factors considered relevant by management and the Board.
Earnings Conference Call
An analyst conference call will be held today, August 4, 2026 at 8:30 a.m. ET. A live webcast of the call will be available to the public on a listen-only basis. To listen to the live event and access the slide presentation, visit Broadridge’s Investor Relations website at www.broadridge-ir.com prior to the start of the webcast. To listen to the call, investors may also dial 1-877-328-2502 within the United States and international callers may dial 1-412-317-5419. A replay of the webcast will be available and can be accessed in the same manner as the live webcast at the Broadridge Investor Relations site. Through August 11, 2026, the recording will also be available by dialing 1-855-669-9658 within the United States or 1-412-317-0088 for international callers, using passcode 1307113 for either dial-in number.
Explanation and Reconciliation of the Company’s Use of Non-GAAP Financial Measures
The Company’s results in this press release are presented in accordance with U.S. GAAP except where otherwise noted. In certain circumstances, results have been presented that are not generally accepted accounting principles measures (“Non-GAAP”). These Non-GAAP measures are Adjusted Operating income, Adjusted Operating income margin, Adjusted Net earnings, Adjusted earnings per share, Free cash flow, and Recurring revenue growth constant currency. These Non-GAAP financial measures should be viewed in addition to, and not as a substitute for, the Company’s reported results.
The Company believes our Non-GAAP financial measures help investors understand how management plans, measures and evaluates the Company’s business performance. Management believes that Non-GAAP measures provide consistency in its financial reporting and facilitates investors’ understanding of the Company’s operating results and trends by providing an additional basis for comparison. Management uses these Non-GAAP financial measures to, among other things, evaluate our ongoing operations, and for internal planning and forecasting purposes. In addition, and as a consequence of the importance of these Non-GAAP financial measures in managing our business, the Company’s Compensation Committee of the Board of Directors incorporates Non-GAAP financial measures in the evaluation process for determining management compensation.
5




Adjusted Operating Income, Adjusted Operating Income Margin, Adjusted Net Earnings and Adjusted Earnings Per Share
These Non-GAAP measures are adjusted to exclude the impact of certain costs, expenses, gains and losses and other specified items the exclusion of which management believes provides insight regarding our ongoing operating performance. Depending on the period presented, these adjusted measures exclude the impact of certain of the following items:
(i) Amortization of Acquired Intangibles and Purchased Intellectual Property, which represent non-cash amortization expenses associated with the Company’s acquisition activities.
(ii) Acquisition and Integration Costs, which represent certain transaction and integration costs associated with the Company’s acquisition activities.
(iii) Restructuring and Other Related Costs, which represent severance and other costs related to the closure of substantially all operations of a production facility.
(iv) Gains or Losses on Digital Assets, which represent the unrealized gains or losses, as applicable, related to the mark to market of the Company’s digital asset holdings and the realized and unrealized gains or losses, as applicable, associated with the Canton Digital Asset Treasury transaction.
(v) Investment Gain represents a non-operating, non-cash gain on a privately held investment.
We exclude Acquisition and Integration Costs, Restructuring and Other Related Costs, Gains or Losses on Digital Assets, and Investment Gain from our Adjusted Operating income (as applicable) and other adjusted earnings measures because excluding such information provides us with an understanding of the results from the primary operations of our business and enhances comparability across fiscal reporting periods, as these items are not reflective of our underlying operations or performance.
We also exclude the impact of Amortization of Acquired Intangibles and Purchased Intellectual Property, as these non-cash amounts are significantly impacted by the timing and size of individual acquisitions and do not factor into the Company's capital allocation decisions, management compensation metrics or multi-year objectives. Furthermore, management believes that this adjustment enables better comparison of our results as Amortization of Acquired Intangibles and Purchased Intellectual Property will not recur in future periods once such intangible assets have been fully amortized. Although we exclude Amortization of Acquired Intangibles and Purchased Intellectual Property from our adjusted earnings measures, our management believes that it is important for investors to understand that these intangible assets contribute to revenue generation. Amortization of intangible assets that relate to past acquisitions will recur in future periods until such intangible assets have been fully amortized. Any future acquisitions may result in the amortization of additional intangible assets.
Free cash flow and Free cash flow conversion
In addition to the Non-GAAP financial measures discussed above, we provide Free cash flow information because we consider Free cash flow to be a liquidity measure that provides useful information to management and investors about the amount of cash generated that could be used for dividends, share repurchases, strategic acquisitions, other investments, as well as debt servicing. Free cash flow is a Non-GAAP financial measure and is defined by the Company as Net cash flows provided by operating activities less Capital expenditures as well as Software purchases and capitalized internal use software. Free cash flow conversion is calculated as Free cash flow divided by Adjusted Net earnings for the given period.
Recurring revenue growth constant currency
As a multi-national company, we are subject to variability of our reported U.S. dollar results due to changes in foreign currency exchange rates. The exclusion of the impact of foreign currency exchange fluctuations from our Recurring revenue growth, or what we refer to as amounts expressed “on a constant currency basis,” is a Non-GAAP measure. We believe that excluding the impact of foreign currency exchange fluctuations from our Recurring revenue growth provides additional information that enables enhanced comparison to prior periods.
6




Changes in Recurring revenue growth expressed on a constant currency basis are presented excluding the impact of foreign currency exchange fluctuations. To present this information, current period results for entities reporting in currencies other than the U.S. dollar are translated into U.S. dollars at the average exchange rates in effect during the corresponding period of the comparative year, rather than at the actual average exchange rates in effect during the current fiscal year.
Forward-Looking Statements
This press release and other written or oral statements made from time to time by representatives of Broadridge may contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Statements that are not historical in nature, and which may be identified by the use of words such as “expects,” “assumes,” “projects,” “anticipates,” “estimates,” “we believe,” “could be,” “on track,” and other words of similar meaning, are forward-looking statements. In particular, information appearing in the “Fiscal Year 2027 Financial Guidance” section and statements about our three-year objectives are forward-looking statements.
These statements are based on management’s expectations and assumptions and are subject to risks and uncertainties that may cause actual results to differ materially from those expressed. These risks and uncertainties include those risk factors described and discussed in Part I, “Item 1A. Risk Factors” of our Annual Report on Form 10-K for the year ended June 30, 2026 (the “2026 Annual Report”), as they may be updated in any future reports filed with the Securities and Exchange Commission. All forward-looking statements speak only as of the date of this press release and are expressly qualified in their entirety by reference to the factors discussed in the 2026 Annual Report.
These risks include:
changes in laws and regulations affecting Broadridge’s clients or the services provided by Broadridge;
Broadridge’s reliance on a relatively small number of clients, the continued financial health of those clients, and the continued use by such clients of Broadridge’s services with favorable pricing terms;
a material security breach or cybersecurity attack affecting the information of Broadridge’s clients;
declines in participation and activity in the securities markets;
the failure of Broadridge's key service providers to provide the anticipated levels of service;
a disaster or other significant slowdown or failure of Broadridge’s systems or error in the performance of Broadridge’s services;
overall market, economic and geopolitical conditions and their impact on the securities markets;
the success of Broadridge in retaining and selling additional services to its existing clients and in obtaining new clients;
Broadridge’s failure to keep pace with changes in technology and demands of its clients;
competitive conditions;
Broadridge’s ability to attract and retain key personnel; and
the impact of new acquisitions and divestitures.
There may be other factors that may cause our actual results to differ materially from the forward-looking statements. Our actual results, performance or achievements could differ materially from those expressed in, or implied by, the forward-looking statements. We can give no assurances that any of the events anticipated by the forward-looking statements will occur or, if any of them do, what impact they will have on our results of operations and financial condition.
Broadridge disclaims any obligation to update or revise forward-looking statements that may be made to reflect events or circumstances that arise after the date made or to reflect the occurrence of unanticipated events, other than as required by law.
7




About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 16,000 associates in 28 countries. For more information about us, please visit www.broadridge.com.
Contact Information    
Investors
broadridgeir@broadridge.com

Media
Gregg.rosenberg@broadridge.com


8





Condensed Consolidated Statements of Earnings
(Unaudited)

In millions, except per share amounts

Three Months Ended June 30,Twelve Months Ended June 30,
2026202520262025
Revenues$2,219.9 $2,065.4 $7,476.8 $6,889.1 
Operating expenses:
      Cost of revenues1,367.0 1,295.6 5,100.7 4,752.3 
      Selling, general and administrative expenses306.6 271.2 1,075.5 948.2 
      Total operating expenses1,673.6 1,566.8 6,176.2 5,700.6 
Operating income546.2 498.6 1,300.6 1,188.6 
Interest expense, net(26.9)(26.6)(99.9)(122.7)
Other non-operating income (expenses), net2.5 (0.5)245.2 (7.1)
Earnings before income taxes521.9 471.5 1,445.8 1,058.7 
Provision for income taxes123.9 97.3 321.6 219.2 
Net earnings$398.0 $374.2 $1,124.3 $839.5 
Basic earnings per share$3.46 $3.19 $9.67 $7.17 
Diluted earnings per share$3.44 $3.16 $9.60 $7.10 
Weighted-average shares outstanding:
      Basic115.0 117.4 116.3 117.1 
      Diluted115.6 118.3 117.1 118.3 

Amounts may not sum due to rounding.
9


        
Condensed Consolidated Balance Sheets
(Unaudited)
In millions, except per share amounts


June 30,
2026
June 30,
2025
Assets
Current assets:
Cash and cash equivalents$402.9 $561.5 
Accounts receivable, net of allowance for doubtful accounts of $13.2 and $12.5, respectively
1,129.4 1,077.1 
Other current assets215.8 178.5 
Total current assets1,748.1 1,817.1 
Property, plant and equipment, net174.3 170.1 
Goodwill3,787.8 3,609.6 
Intangible assets, net1,199.9 1,277.4 
Deferred client conversion and start-up costs819.3 842.9 
Other non-current assets1,215.9 827.9 
Total assets$8,945.3 $8,545.0 
Liabilities and Stockholders’ Equity
Current liabilities:
Current portion of long-term debt$— $499.3 
Payables and accrued expenses1,138.2 1,112.8 
Contract liabilities276.6 249.1 
Total current liabilities1,414.8 1,861.2 
Long-term debt3,254.6 2,753.0 
Deferred taxes387.0 261.0 
Contract liabilities312.8 429.2 
Other non-current liabilities735.5 585.5 
Total liabilities6,104.7 5,889.9 
Stockholders’ equity:
Preferred stock: Authorized, 25.0 shares; issued and outstanding, none
— — 
Common stock, $0.01 par value: Authorized, 650.0 shares; issued, 154.5 and 154.5 shares, respectively; outstanding, 114.0 and 117.1 shares, respectively
1.6 1.6 
Additional paid-in capital1,771.2 1,663.0 
Retained earnings4,553.6 3,862.5 
Treasury stock, at cost: 40.4 and 37.3 shares, respectively
(3,201.7)(2,599.0)
Accumulated other comprehensive income (loss)(284.1)(272.9)
Total stockholders’ equity2,840.5 2,655.1 
Total liabilities and stockholders’ equity$8,945.3 $8,545.0 

Amounts may not sum due to rounding.
10


Condensed Consolidated Statements of Cash Flows
(Unaudited)
In millions


Twelve Months Ended June 30,
20262025
Cash Flows From Operating Activities
Net earnings$1,124.3 $839.5 
Adjustments to reconcile net earnings to net cash flows from operating activities:
Depreciation and amortization137.7 130.7 
Amortization of acquired intangibles and purchased intellectual property203.6 196.6 
Amortization of other assets167.1 170.8 
Write-down of long-lived assets and related charges5.3 14.5 
Stock-based compensation expense93.9 73.4 
Deferred income taxes105.8 (5.2)
             Digital assets change in fair market value(231.4)— 
Other(41.8)(24.4)
Changes in operating assets and liabilities, net of assets and liabilities acquired:
               Accounts receivable, net(19.6)31.8 
               Other current assets(31.5)(5.4)
               Payables and accrued expenses(86.5)(146.5)
               Contract liabilities68.8 56.5 
               Other non-current assets(155.7)(148.2)
               Other non-current liabilities5.9 (12.8)
Net cash flows from operating activities1,345.6 1,171.3 
Cash Flows From Investing Activities
Capital expenditures(67.2)(43.8)
Software purchases and capitalized internal use software(45.4)(71.1)
Acquisitions, net of cash acquired(282.7)(193.5)
Other investing activities(56.7)(7.8)
Net cash flows from investing activities(452.0)(316.2)
Cash Flows From Financing Activities
Debt proceeds2,017.0 1,238.1 
Debt repayments(2,015.6)(1,342.5)
Dividends paid(443.5)(402.3)
Purchases of Treasury stock(603.7)(134.9)
Proceeds from exercise of stock options22.3 62.3 
Other financing activities(25.1)(21.6)
Net cash flows from financing activities(1,048.5)(600.8)
Effect of exchange rate changes on Cash and cash equivalents(3.7)2.8 
Net change in Cash and cash equivalents(158.7)257.1 
Cash and cash equivalents, beginning of period561.5 304.4 
Cash and cash equivalents, end of period$402.9 $561.5 

Amounts may not sum due to rounding.
11



Segment Results
(Unaudited)
In millions

Three Months Ended June 30,Twelve Months Ended June 30,
2026202520262025
Revenues
Investor Communication Solutions$1,732.3 $1,600.7 $5,560.8 $5,113.0 
Global Technology and Operations487.5 464.7 1,916.0 1,776.1 
Total$2,219.9 $2,065.4 $7,476.8 $6,889.1 
Earnings before Income Taxes
Investor Communication Solutions$530.8$490.5$1,103.5$1,054.0
Global Technology and Operations67.533.9297.8201.4
Other(76.5)(52.9)44.5(196.7)
Total$521.9$471.5$1,445.8$1,058.7
Pre-tax margins:
Investor Communication Solutions30.6%30.6%19.8%20.6%
Global Technology and Operations13.8%7.3%15.5%11.3%
Amortization of acquired intangibles and purchased intellectual property
Investor Communication Solutions$11.2 $9.8 $42.7 $42.9 
Global Technology and Operations37.1 40.2 160.9 153.7 
       Total$48.3 $50.0 $203.6 $196.6 
Amounts may not sum due to rounding.






12



Supplemental Reporting Detail - Additional Product Line Reporting
(Unaudited)

In millions

Three Months Ended 
 June 30,
Twelve Months Ended 
 June 30,
20262025Change20262025Change
Investor Communication Solutions
Regulatory
$589.5 $515.2 14%$1,434.9 $1,280.6 12%
Data-driven fund solutions
130.1 121.9 7%479.5 459.2 4%
Issuer
157.9 145.9 8%294.8 273.2 8%
Customer communications
177.2 175.9 1%752.8 718.8 5%
         Total ICS Recurring revenues1,054.8 958.8 10%2,962.1 2,731.8 8%
Equity and other40.1 38.2 5%143.5 115.5 24%
Mutual funds31.0 40.7 (24%)204.6 203.8 %
         Total ICS Event-driven revenues71.1 78.9 (10%)348.1 319.3 9%
Distribution revenues606.5 562.9 8%2,250.6 2,062.0 9%
Total ICS Revenues$1,732.3 $1,600.7 8%$5,560.8 $5,113.0 9%
Global Technology and Operations
Capital markets
$307.1 $285.4 8%$1,184.2 $1,115.3 6%
Wealth and investment management
180.5 179.3 1%731.8 660.8 11%
         Total GTO Recurring revenues487.5 464.7 5%1,916.0 1,776.1 8%
         Total Revenues$2,219.9 $2,065.4 7%$7,476.8 $6,889.1 9%
Revenues by Type
Recurring revenues$1,542.3 $1,423.6 8%$4,878.0 $4,507.9 8%
Event-driven revenues71.1 78.9 (10%)348.1 319.3 9%
Distribution revenues606.5 562.9 8%2,250.6 2,062.0 9%
         Total Revenues$2,219.9 $2,065.4 7%$7,476.8 $6,889.1 9%

Amounts may not sum due to rounding.















13




Select Operating Metrics
(Unaudited)
In millions
Three Months Ended 
 June 30,
Twelve Months Ended 
 June 30,
20262025Change20262025Change
Closed sales (a)
$158.3$113.539%$305.1$287.96%
Position Growth (b)
   Equity positions17 %18 %16 %16 %
   Equity revenue positions14 %14%12 %12 %
   Mutual fund / ETF positions%7%%%
Internal Trade Growth (c)
15 %14 %15 %13 %
Amounts may not sum due to rounding.

(a) Refer to the “Results of Operations” section of Broadridge’s Form 10-Q for a description of Closed sales and its calculation.
(b) Position Growth is comprised of “equity position growth” and “mutual fund/ETF position growth.” Equity position growth measures the estimated annual change in positions eligible for equity proxy materials. Beginning in the fourth quarter of fiscal year 2025, the Company began presenting information on “equity revenue position growth”. Equity revenue position growth excludes small or fractional equity positions for which the Company does not recognize revenue (“non-revenue positions”). Prior-year period comparative information for this metric is not available. Mutual fund/ETF position growth measures the estimated change in mutual fund and exchange traded fund positions eligible for interim communications. These metrics are calculated from equity proxy and mutual fund/ETF position data reported to Broadridge for the same issuers or funds in both the current and prior year periods.
(c) Represents the estimated change in daily average trade volumes for clients whose contracts are linked to trade volumes and who were on Broadridge’s trading platforms in both the current and prior year periods.





14



Reconciliation of Non-GAAP to GAAP Measures
(Unaudited)
In millions, except per share amounts


Three Months Ended June 30,Twelve Months Ended June 30,
2026202520262025
Reconciliation of Adjusted Operating Income
Operating income (GAAP)$546.2$498.6$1,300.6$1,188.6
Adjustments:
Amortization of Acquired Intangibles and Purchased Intellectual Property48.350.0203.6196.6
Acquisition and Integration Costs3.37.017.518.3
       Restructuring and Other Related Costs (a)
2.013.27.4
Adjusted Operating income (Non-GAAP)$597.9$557.6$1,534.8$1,410.9
Operating income margin (GAAP)24.6%24.1%17.4%17.3%
Adjusted Operating income margin (Non-GAAP)26.9%27.0%20.5%20.5%
Reconciliation of Adjusted Net earnings
Net earnings (GAAP)$398.0 $374.2 $1,124.3 $839.5 
Adjustments:
Amortization of Acquired Intangibles and Purchased Intellectual Property48.3 50.0 203.6 196.6 
Acquisition and Integration Costs3.3 7.0 17.5 18.3 
Restructuring and Other Related Costs (a)
— 2.0 13.2 7.4 
Gains or Losses on Digital Assets11.3 — (227.0)— 
Investment Gain(7.3)(7.3)
     Subtotal of adjustments55.6 59.0 (0.1)222.3 
Tax impact of adjustments (b)
(12.0)(13.2)— (50.4)
Adjusted Net earnings (Non-GAAP)$441.6 $420.0 $1,124.2 $1,011.5 
Reconciliation of Adjusted EPS
Diluted earnings per share (GAAP)$3.44 $3.16 $9.60 $7.10 
Adjustments:
Amortization of Acquired Intangibles and Purchased Intellectual Property0.42 0.42 1.74 1.66 
Acquisition and Integration Costs0.03 0.06 0.15 0.15 
Restructuring and Other Related Costs (a)
— 0.02 0.11 0.06 
Gains or Losses on Digital Assets0.10 — (1.94)— 
Investment Gain(0.06)— (0.06)— 
     Subtotal of adjustments0.48 0.50 — 1.88 
Tax impact of adjustments (b)
(0.10)(0.11)— (0.43)
Adjusted earnings per share (Non-GAAP)$3.82 $3.55 $9.60 $8.55 
15



Twelve Months Ended June 30,
20262025
Reconciliation of Free cash flow
Net cash flows from operating activities (GAAP)$1,345.6$1,171.3
Capital expenditures and Software purchases and capitalized internal use software(112.6)(114.9)
Free cash flow (Non-GAAP)$1,233.0$1,056.4
Adjusted Net earnings (Non-GAAP)$1,124.2$1,011.5
Free cash flow conversion (Non-GAAP)110%104%
(a) Restructuring and Other Related Costs consist of severance and other costs related to the closure of substantially all operations of a production facility. Costs incurred are not reflected in segment profit and are recorded within Corporate and Other. Actions and associated costs related to the closure were completed in the third quarter of fiscal year 2026.
(b) Calculated using the GAAP effective tax rate, adjusted to exclude $0.0 million and $2.5 million of excess tax benefits associated with stock-based compensation for the three months and fiscal year ended June 30, 2026, respectively and $9.0 million and $20.5 million of excess tax benefits associated with stock-based compensation for the three months and fiscal year ended June 30, 2025, respectively. For purposes of calculating the Adjusted earnings per share, the same adjustments were made on a per share basis.
Reconciliation of Recurring Revenue Growth Constant Currency
Three Months Ended June 30, 2026
Investor Communication SolutionsRegulatoryData-Driven Fund SolutionsIssuerCustomer Comms.Total
Recurring revenue growth (GAAP)14%7%8%1%10%
Impact of foreign currency exchange0%0%0%0%0%
Recurring revenue growth constant currency (Non-GAAP)14%7%8%1%10%


Three Months Ended June 30, 2026
Global Technology and OperationsCapital MarketsWealth and Investment ManagementTotal
Recurring revenue growth (GAAP)8%1%5%
Impact of foreign currency exchange(1%)0%0%
Recurring revenue growth constant currency (Non-GAAP)7%1%5%

16



Three Months Ended June 30, 2026
ConsolidatedTotal
Recurring revenue growth (GAAP)8%
Impact of foreign currency exchange0%
Recurring revenue growth constant currency (Non-GAAP)8%
Fiscal Year Ended June 30, 2026
Investor Communication SolutionsRegulatoryData-Driven Fund SolutionsIssuerCustomer Comms.Total
Recurring revenue growth (GAAP)12%4%8%5%8%
Impact of foreign currency exchange0%(1%)0%0%0%
Recurring revenue growth constant currency (Non-GAAP)12%4%8%5%8%


Fiscal Year Ended June 30, 2026
Global Technology and OperationsCapital MarketsWealth and Investment ManagementTotal
Recurring revenue growth (GAAP)6%11%8%
Impact of foreign currency exchange(1%)(1%)(1%)
Recurring revenue growth constant currency (Non-GAAP)5%10%7%

Fiscal Year Ended June 30, 2026
ConsolidatedTotal
Recurring revenue growth (GAAP)8%
Impact of foreign currency exchange(1%)
Recurring revenue growth constant currency (Non-GAAP)8%

Amounts may not sum due to rounding.




17



Fiscal Year 2027 Guidance
Reconciliation of Non-GAAP to GAAP Measures
Adjusted Earnings Per Share Growth, Adjusted Operating Income Margin, and Free Cash Flow Conversion
(Unaudited)

FY27 Recurring revenue growth
Impact of foreign currency exchange (a)
(0%) - 0%
Recurring revenue growth constant currency (Non-GAAP)6 - 8%
FY27 Adjusted Operating income margin (b)(e)
Operating income margin % (GAAP)~19%
Adjusted Operating income margin % (Non-GAAP)~21%
FY27 Adjusted earnings per share growth rate (c)(e)
Diluted earnings per share (GAAP)(4%) - 0%
Adjusted earnings per share (Non-GAAP)8 - 12%
FY27 Free cash flow conversion (d)
Cash flow from operating activities relative to net earnings (GAAP)100% +
Free cash flow conversion rate (Non-GAAP)100% +
    
(a) Based on forward rates as of July 2026.
(b) Adjusted Operating income margin guidance (Non-GAAP) is adjusted to exclude the approximately $145 million impact of Amortization of Acquired Intangibles and Purchased Intellectual Property, Acquisition and Integration Costs, Restructuring and Other Related Costs.
(c) Adjusted earnings per share growth guidance (Non-GAAP) is adjusted to exclude the approximately $0.99 per share impact of Amortization of Acquired Intangibles and Purchased Intellectual Property, Acquisition and Integration Costs, Restructuring and Other Related Costs, and is calculated using diluted shares outstanding.
(d) Free Cash Flow conversion guidance (Non-GAAP) is adjusted to exclude approximately $118 million of Capital expenditures as well as Software purchases and capitalized internal use software.
(e) Excludes Gains and Losses on Digital Assets as they are not capable of being forecasted.





18

Powering and transforming financial markets Earnings Conference Call Fiscal Fourth Quarter and Full-Year 2026 August 4, 2026 EXHIBIT 99.2


 

1 Forward-Looking Statements This presentation and other written or oral statements made from time to time by representatives of Broadridge Financial Solutions, Inc. ("Broadridge" or the "Company") contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Statements that are not historical in nature, and which may be identified by the use of words such as “expects,” “assumes,” “projects,” “anticipates,” “estimates,” “we believe,” “could be,” “on track,” and other words of similar meaning are forward-looking statements. In particular, information appearing in the “Fiscal Year 2027 Guidance” section and statements about our three-year objectives are forward-looking statements. These statements are based on management’s expectations and assumptions and are subject to risks and uncertainties that may cause actual results to differ materially from those expressed. These risks and uncertainties include those risk factors described and discussed in Part I, “Item 1A. Risk Factors” of the Annual Report on Form 10-K for the year ended June 30, 2026 (the “2026 Annual Report”), as they may be updated in any future reports filed with the Securities and Exchange Commission. All forward-looking statements speak only as of the date of this presentation and are expressly qualified in their entirety by reference to the factors discussed in the 2026 Annual Report. These risks include: • Changes in laws and regulations affecting Broadridge’s clients or the services provided by Broadridge; • Broadridge’s reliance on a relatively small number of clients, the continued financial health of those clients, and the continued use by such clients of Broadridge’s services with favorable pricing terms; • A material security breach or cybersecurity attack affecting the information of Broadridge's clients; • Declines in participation and activity in the securities markets; • The failure of Broadridge's key service providers to provide the anticipated levels of service; • A disaster or other significant slowdown or failure of Broadridge’s systems or error in the performance of Broadridge’s services; • Overall market, economic and geopolitical conditions and their impact on the securities markets; • The success of Broadridge in retaining and selling additional services to its existing clients and in obtaining new clients; • Broadridge’s failure to keep pace with changes in technology and demands of its clients; • Competitive conditions; • Broadridge’s ability to attract and retain key personnel; and • The impact of new acquisitions and divestitures. There may be other factors that may cause our actual results to differ materially from the forward-looking statements. Our actual results, performance or achievements could differ materially from those expressed in, or implied by, the forward-looking statements. We can give no assurances that any of the events anticipated by the forward-looking statements will occur or, if any of them do, what impact they will have on our results of operations and financial condition. Broadridge disclaims any obligation to update or revise forward-looking statements that may be made to reflect events or circumstances that arise after the date made or to reflect the occurrence of unanticipated events, other than as required by law.


 

2 Use of Non-GAAP financial measures, KPIs and foreign exchange rates Use of Non-GAAP Financial Measures This presentation includes certain Non-GAAP financial measures including Adjusted Operating income, Adjusted Operating income margin, Adjusted Net earnings, Adjusted earnings per share (“EPS”), Adjusted EBITDA, Adjusted EBITDAR, Adjusted Debt, Free cash flow, Free cash flow conversion, and Recurring revenue growth constant currency. Please see the “Explanation of Non-GAAP Measures and Reconciliation of GAAP to Non-GAAP Measures” section of this presentation for more information on Broadridge’s use of Non-GAAP measures and reconciliations to GAAP measures. Key Performance Indicators Management focuses on a variety of key indicators to plan, measure and evaluate the Company’s business and financial performance. These performance indicators include Revenues and Recurring revenue, as well as Non-GAAP measures of Adjusted Operating income, Adjusted Net earnings, Adjusted EPS, Free cash flow, Free cash flow conversion, Recurring revenue growth constant currency, and Closed sales. In addition, management focuses on select operating metrics specific to Broadridge of Position Growth, which is comprised of equity position growth and mutual fund/ETF position growth, and Internal Trade Growth. Beginning in the fourth quarter of fiscal year 2026, the Company began presenting information on “equity revenue position growth”. Equity revenue position growth excludes small or fractional equity positions for which the Company does not recognize revenue (“non-revenue positions”). Prior-year period comparative information for this metric is not available. Please refer to Item 7. Management’s Discussion and Analysis of Financial Condition of the 2026 Annual Report for a discussion of Revenues, Recurring revenue, Position Growth and Internal Trade Growth in the “Key Performance Indicators” section and the “Results of Operations” section for a description of Closed sales. Foreign Exchange Rates Beginning with the first quarter of fiscal year 2023, the Company changed reporting for segment revenues, segment earnings (loss) before income taxes, segment amortization of acquired intangibles and purchased intellectual property, and Closed sales to reflect the impact of actual foreign exchange rates applicable to the individual periods presented. The presentation of these metrics for the prior periods has been changed to conform to the current period presentation. Total consolidated revenues and earnings before income taxes were not impacted. Notes on Presentation Amounts presented in this presentation may not sum due to rounding. All FY’25 and FY’26 Recurring revenue dollar amounts shown in this presentation are GAAP. Recurring revenue growth percentages for FY’23, FY’24, FY’25, and FY’26, and FY’27 Guidance, are shown as constant currency (Non-GAAP). Recurring revenue growth percentages for FY’22 are calculated based on constant foreign currency exchange rates used for internal management reporting as described in the Company’s segment footnote within its Form 10-K for that respective year. Use of Material Contained Herein The information contained in this presentation is being provided for your convenience and information only. This information is accurate as of the date of its initial presentation. If you plan to use this information for any purpose, verification of its continued accuracy is your responsibility. Broadridge assumes no duty to update or revise the information contained in this presentation.


 

3 Key messages Broadridge is delivering today while building the digital, agentic, and tokenized business of tomorrow Fourth quarter results capped off a strong Fiscal Year 2026, including 8% Recurring revenue growth constant currency, 12% Adjusted EPS growth, 110% Free cash flow conversion, and Closed sales of $305 million Broadridge is executing across Governance, Capital Markets and Wealth & Investment Management while building the infrastructure for the markets of tomorrow by driving digital communications, scaling agentic AI, and accelerating tokenized assets The evolution toward tokenized markets is a tailwind and significant opportunity for Broadridge as we build a leadership position across our franchises Broadridge returned over $1 billion to shareholders in Fiscal Year 2026 through dividends and a record $600 million of share repurchases. Our Board has authorized a 12% increase in the annual dividend, the 20th annual increase in our 20 years as a public company Fiscal Year 2027 guidance calls for another strong year, including 6-8% Recurring revenue growth constant currency and 8-12% Adjusted EPS growth while funding tokenization, AI, and platform investments 1 2 3 4 5


 

4 We are driving democratization and digitization in Governance… FY'22 FY'23 FY'24 FY'25 FY'26 $3.0B8%8% Y-O-Y GROWTH FY’26 RECURRING REVENUE Avg. Annual Growth $3.0B HIGHLIGHTS 1 2 3 Strong investor participation trends included double-digit equity position growth, while fund position growth remained solid Shareholder engagement solutions are scaling, with $800B+ live on the AI-powered Custom Policy Engine, 900+ funds using Pass- Through voting, and five new Standing Voting Instruction clients Proxy communications rose to 91% digital, and BRCC recorded its fourth consecutive year of double-digit digital revenue growth SEC’s proposed e-delivery rule is expected to further accelerate the transition to digital communications 4


 

5 FY'22 FY'23 FY'24 FY'25 FY'26 …simplifying and innovating in Capital Markets… $1.2B14%5% Y-O-Y GROWTH FY’26 RECURRING REVENUE Avg. Annual Growth $1.2B HIGHLIGHTS 1 CQG acquisition expands our institutional capabilities across futures and options and contributed to a significant Q4 competitive win Extended trading is increasing demand for real-time trade processing and position management capabilities Agentic AI is driving a step-change in productivity and strong managed-services sales, with up to 30% Day 1 operational cost reduction for clients across Capital Markets and Wealth 2 3


 

6 …and modernizing Wealth Management $732M8%10% Y-O-Y GROWTH FY’26 RECURRING REVENUE Avg. Annual Growth FY'22 FY'23 FY'24 FY'25 FY'26 HIGHLIGHTS 1 2 3 Aviso platform go live and multiple expansions with leading banks highlight continued momentum in Canada Launching integrated digital assets platform in Canada and extending that capability to the U.S. Strong progress in onboarding U.S. wealth clients on to the Broadridge platform is leading to a growing pipeline of new opportunities Strong demand for asset servicing solutions driving growth in modular solutions $732M 4


 

7 • DLR processes ~$357B of tokenized repo transactions daily; contracted volumes expected to double • First intraday DLR trades live • Taking DLR global to enable collateral mobility for G7 Govt. securities • Announcing DLx, our multi-asset end- to-end tokenization platform • First provider supporting proxy and disclosures across all three tokenized securities models • Extending shareholder rights and regulatory disclosures to holders of Ondo’s tokenized stocks and ETFs • Embedding proxy voting and disclosure into Alpaca’s brokerage infrastructure • Delivering proxy voting across Galaxy’s natively tokenized and traditional shares, with a unified issuer view across all holdings Broadridge is building the infrastructure for tokenized markets • Extending market connectivity across 26 digital asset venues • Enabling crypto and tokenized asset order routing for brokers globally via FIX engines • Powering post-trade infrastructure to support crypto, tokenized and traditional securities on a single integrated platform On-chain Governance Wealth Management Tokenization Capital Markets Institutional Trading • Canadian digital asset wealth platform announced; launch expected by year-end subject to clients’ regulatory approvals • Expanding digital asset wealth capabilities into the US • Enabling tokenized asset distribution via our wealth solutions


 

8 $ in millions, except per share data Q4’26 Inc./(Dec.) FY’26 Inc./(Dec.) Recurring revenues $1,542 8% $4,878 8% 8 7 Total revenues 2,220 7% 7,477 9% Operating income 546 10% 1,301 9% Adjusted Operating income (Non-GAAP) 598 7% 1,535 9% Adjusted Operating income margin (Non-GAAP) 26.9% (10bps) 20.5% 0bps Diluted earnings per share $3.44 9% $9.60 35% Adjusted Earnings per share (Non-GAAP) $3.82 8% $9.60 12% Closed sales $158 39% $305 6% Summary financial results Constant currency growth (Non-GAAP) 8% 8% Information about our use of Non-GAAP measures and reconciliations to GAAP measures may be found on slides 26 – 34


 

9 ICS fourth quarter and fiscal year 2026 segment Recurring revenues $177 $158 $130 $590 Q4'25 Q4'26 Regulatory Customer Comms. Data-Driven Fund Solutions Issuer 8% 1% 7% 14% ICS Q4 RECURRING REVENUES ICS FISCAL YEAR RECURRING REVENUES $1,055 $ in millions; growth in constant currency +10% Information about our use of Non-GAAP measures and reconciliations to GAAP measures may be found on slides 26 – 34 $753 $295 $480 $1,435 FY'25 FY'26 Regulatory Customer Comms. Data-Driven Fund Solutions Issuer 8% 5% 4% 12% $2,962 +8%


 

10 $732 $1,184 FY'25 FY'26 GTO fourth quarter and fiscal year 2026 segment Recurring revenues GTO Q4 RECURRING REVENUES GTO FISCAL YEAR RECURRING REVENUES Capital Markets Wealth & Investment Management $1,916 $ in millions; growth in constant currency Information about our use of Non-GAAP measures and reconciliations to GAAP measures may be found on slides 26 – 34 5% 10%$180 $307 Q4'25 Q4'26 Capital Markets Wealth & Investment Management $488 7% 1% +5% +7%


 

11 7% 3% 11% 15% 18% 12% 17% 15% 17% 11% 14% 7% 11% 11% 14% 6% 6% 5% 6% 7% 2% 15% 6% 7% Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q4'26 Key volume drivers: position and trade growth 15% 10% 13% 14% 14% 17% 11% 16% 15%INTERNAL TRADE GROWTH EQUITY & MUTUAL FUND/ETF POSITION GROWTH 1. Q4’25 equity position growth represented 56% of total fiscal year 2025 positions. Q1’25: 5% | Q2’25: 8% | Q3’25: 31% 2. Represents equity position growth that is revenue-generating and excludes the growth of fractional non-revenue positions. 3. Reflects position growth processed in the same time period of both years. Therefore, quarterly and annual data may not align. 4. Represents the estimated change in daily trade volumes for clients whose contracts are linked to trade volumes and who were on Broadridge’s trading platforms in both the current and prior year periods. FY’24 FY’25 FY’26 10Y Avg. Equity 6% 16% 16% 13% Equity Revenue N/A 12% 12% N/A MF / ETF 3% 7% 6% 7% Internal Trade Growth 13% 13% 15% 9% 1,3 2,3 3 4


 

12 $1,424 Q4'25 Recurring revenues Closed Sales Client Losses Internal Growth Acquisitions Q4'26 Rec. Rev. Constant Currency FX Q4'26 Recurring revenues Organic Growth: 7 pts RECURRING REVENUE GROWTH CONSTANT CURRENCY WAS 8% Fourth quarter 2026 Recurring revenue growth drivers ICS $959M 5 pts (2) pts 6 pt 1 pt 10% 0 pts $1055M GTO $465M 5 pts (3) pts 1 pt 2 pts 5% 0 pts $488M 5 pts (2) pts 4 pts 1 pt 8%0 pts8% Organic Growth: 9 pts $ in millions. Pts contribution to growth Organic Growth: 3 pts $1,542


 

13 $76 $63 $125 $53 $79 $114 $91 $73 $71 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q4'26 $2,065 Q4'25 Total Revenues Recurring Event-Driven Distribution FX Q4'26 Total Revenues FOURTH QUARTER 2026 TOTAL REVENUE GROWTH DRIVERS $66M FY’20-FY’26 QUARTERLY AVERAGE Fourth quarter 2026 Total revenue growth drivers QUARTERLY EVENT-DRIVEN REVENUES 6 pts (0) pts 2 pts 7% $ in millions. Pts contribution to growth $2,220 0 pts


 

14 Q4'25 Q4'26 Operating income margin and Adjusted Operating income margin 18.7% 19.8% 20.0% 20.5% FY'22 FY'23 FY'24 FY'25 FY'26 24.6%24.1% +110 bps +20 bps OPERATING INCOME MARGIN ADJUSTED OPERATING INCOME MARGIN (NON- GAAP) 26.9% +50 bps 27.0% Information about our use of Non-GAAP measures and reconciliations to GAAP measures may be found on slides 26 – 34 Q4’26 OPERATING INCOME MARGIN FISCAL YEAR OPERATING INCOME MARGIN 20.5% +60 bps +0 bps 13.3% 15.4% 15.6% 17.3% 17.4%


 

15 FY'22 FY'23 FY'24 FY'25 FY'26 Closed sales $ in millions $342 FY'25 FY'26 $430 $470 $288 $246 CLOSED SALES RECURRING REVENUE BACKLOG 10% 10%% OF RECURRING REVENUE $305 $280 1. Recurring Revenue Backlog represents an estimate of first year revenues from Closed sales that have not yet been recognized and are expected to be recognized 1


 

16 Free cash flow conversion FREE CASH FLOW CONVERSION1,2 1. Information about our use of Non-GAAP measures and reconciliations to GAAP measures may be found on slides 26 – 34 2. Free cash flow conversion equals annual Free cash flow divided by Adjusted Net earnings 48% 90% 102% 104% 110% FY'22 FY'23 FY'24 FY'25 FY'26 $370 $748 $943 $1,056 $1,233FREE CASH FLOW $ in millions


 

17 SELECT CAPITAL ITEMS FISCAL YEAR 2026 Capital allocation $ in millions, except per share data 2 1 $443 $581 FY'22 FY'23 FY'24 FY'25 FY'26 TOTAL CAPITAL RETURNS $2.56 $2.90 $3.20 $3.52 $3.90 11% 13% 10% 10% 11% DIVIDENDS PER SHARE 6 $312 $253 $781 4 $475 YTD Net Share Repurchases YTD Dividends Paid $1,025 $46 $113 $283 $216 CapEx and Software Client Platform Investments M&A Value of Digital Assets Strategic investments $57 3 1. Includes Software purchases and capitalized internal use software. 2. Net investments on new client conversions, including development of platform capabilities. 3. As of June 30, 2026, Broadridge holds $216 million of Canton coins valued at $0.15 cents per coin and common stock and warrants in Canton Strategic Holdings, Inc. valued at $49 million. During 2026, Broadridge recognized a $227 million gain related to the value of its Canton coin holdings, which was excluded from its calculation of Adjusted EPS. 4. Total capital returns include dividends and share repurchases net of option proceeds. FY’26 annual dividend amount subject to Board declaration. $49 CNTN DATCanton Coins $265


 

18 Fiscal year 2027 guidance FY’27 GUIDANCE Recurring revenue growth constant currency (Non-GAAP) 6 – 8% Adjusted Operating income margin (Non-GAAP) ~21% Adjusted earnings per share growth (Non-GAAP) 8 – 12% Free cash flow conversion (Non-GAAP) 100%+ Closed sales $290 – $330M


 

Save the Date - Broadridge’s Investor Day Broadridge will host its Investor Day on December 8, 2026 in New York City Additional details to come


 

Appendix


 

21 Broadridge delivered on its 3-year growth objectives INVESTOR DAY FY23-FY26 GROWTH OBJECTIVES FY23-FY26 CAGR Organic Recurring revenue growth 5 – 8% 6% Recurring revenue growth constant currency (Non-GAAP) 7 – 9% 7% Adjusted Operating income margin expansion (bps/year) (Non-GAAP) 50+ 32 Adjusted earnings per share growth (Non-GAAP) 8 – 12% 11%


 

22 Supplemental reporting detail ‒ product line reporting (Unaudited) 2024 2025 2026 YoY % Dollars in millions FY Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Q4 FY Growth Investor Communication Solutions ("ICS") Regulatory $1,196 $190 $210 $365 $515 $1,281 $197 $249 $399 $590 $1,435 12% Data-driven fund solutions 435 108 114 115 122 459 111 113 126 130 480 4% Issuer 260 31 36 60 146 273 33 39 65 158 295 8% Customer communications 683 164 179 199 176 719 177 189 209 177 753 5% Total ICS Recurring revenues 2,574 493 540 740 959 2,732 518 590 800 1,055 2,962 8% Equity and other 151 21 25 31 38 115 24 39 40 40 143 24% Mutual funds 134 42 100 21 41 204 90 51 32 31 205 —% Total ICS Event-driven revenues 285 63 125 53 79 319 114 91 73 71 348 9% Distribution revenues 1,999 460 484 555 563 2,062 498 553 593 606 2,251 9% Total ICS Revenues $4,858 $1,016 $1,149 $1,348 $1,601 $5,113 $1,130 $1,233 $1,465 $1,732 $5,561 9% Global Technology and Operations (“GTO”) Capital markets $1,049 $261 $279 $289 $285 $1,115 $281 $301 $295 $307 $1,184 6% Wealth and investment management 600 146 161 175 179 661 179 180 193 180 732 11% Total GTO Recurring revenues $1,649 $407 $440 $464 $465 $1,776 $459 481 488 488 $1,916 8% Total Revenues $6,507 $1,423 $1,589 $1,812 $2,065 $6,889 $1,589 $1,714 $1,954 $2,220 $7,477 9% Revenues by type Recurring revenues $4,223 $900 $980 $1,204 $1,424 $4,508 $977 $1,070 $1,288 $1,542 $4,878 8% Event-driven revenues 285 63 125 53 79 319 114 91 73 71 348 9% Distribution revenues 1,999 460 484 555 563 2,062 498 553 593 606 2,251 9% Total Revenues $6,507 $1,423 $1,589 $1,812 $2,065 $6,889 $1,589 $1,714 $1,954 $2,220 $7,477 9%


 

23 $4,508 FY'25 Recurring revenues Closed Sales Client Losses Internal Growth Acquisitions FY'26 Rec. Rev. Constant Currency FX FY'26 Recurring revenues RECURRING REVENUE GROWTH CONSTANT CURRENCY WAS 8% Fiscal year 2026 Recurring revenue growth drivers ICS $2,732M 5 pts (2) pts 4 pt 1 pts 8% 0 pts $2,962M GTO $1,776M 4 pts (2) pts 3 pts 2 pts 7% 1 pt $1,916M 5 pts (2) pts 3 pts 2 pts 8%1 pts8% Organic Growth: 7 pts $4,878 $ in millions. Pts contribution to growth Organic Growth: 4 pts Organic Growth: 6 pts


 

24 $175 $235 $269 $211 $285 $319 $348 FY'20 FY'21 FY'22 FY'23 FY'24 FY'25 FY'26 FISCAL YEAR 2026 EVENT-DRIVEN REVENUES FISCAL YEAR 2026 TOTAL REVENUE GROWTH DRIVERS Fiscal year 2026 Total revenue growth drivers $6,889 $7,477 FY'25 Total Revenues Recurring Event-Driven Distribution FX FY'26 Total Revenues 5 pts 0 pts 3 pts 8%0 pts $ in millions. Pts contribution to growth $263M FY’20-FY’26 AVERAGE


 

Explanation of Non-GAAP Measures and Reconciliation of GAAP to Non- GAAP Measures


 

26 Non-GAAP measures Explanation and Reconciliation of the Company’s Use of Non-GAAP Financial Measures The Company’s results in this presentation are presented in accordance with U.S. generally accepted accounting principles ("GAAP") except where otherwise noted. In certain circumstances, results have been presented that are not generally accepted accounting principles measures (“Non-GAAP”). These Non-GAAP measures are Adjusted Operating income, Adjusted Operating income margin, Adjusted Net earnings, Adjusted earnings per share, Adjusted EBITDA, Adjusted EBITDAR, Adjusted Debt, Free cash flow, Free cash flow conversion, and Recurring revenue growth constant currency. These Non-GAAP financial measures should be viewed in addition to, and not as a substitute for, the Company’s reported results. The Company believes our Non-GAAP financial measures help investors understand how management plans, measures and evaluates the Company’s business performance. Management believes that Non-GAAP measures provide consistency in its financial reporting and facilitates investors’ understanding of the Company’s operating results and trends by providing an additional basis for comparison. Management uses these Non-GAAP financial measures to, among other things, evaluate our ongoing operations, and for internal planning and forecasting purposes. In addition, and as a consequence of the importance of these Non-GAAP financial measures in managing our business, the Company’s Compensation Committee of the Board of Directors incorporates Non-GAAP financial measures in the evaluation process for determining management compensation. Reconciliations of Non-GAAP measures to the most directly comparable financial measures presented in accordance with GAAP can be found in the tables that are part of this presentation. Adjusted Operating Income, Adjusted Operating Income Margin, Adjusted Net Earnings, and Adjusted Earnings Per Share, Adjusted EBITDA, Adjusted EBITDAR, and Adjusted Debt, Free Cash Flow, Free Cash Flow Conversion, Recurring revenue growth constant currency These Non-GAAP measures are adjusted to exclude the impact of certain costs, expenses, gains and losses and other specified items, the exclusion of which management believes provides insight regarding our ongoing operating performance. Depending on the period presented, these adjusted measures exclude the impact of certain of the following items: (i) Amortization of Acquired Intangibles and Purchased Intellectual Property, which represent non-cash amortization expenses associated with the Company's acquisition activities. (ii) Acquisition and Integration Costs, which represent certain transaction and integration costs associated with the Company’s acquisition activities. (iii) Restructuring and Other Related Costs. which represent severance and other costs related to the closure of substantially all operations of a production facility. (iv) Gains or Losses on Digital Assets, which represent the unrealized gains or losses, as applicable, related to the mark to market of the Company's digital asset holdings and the realized and unrealized gains or losses, as applicable, associated with the Canton Digital Asset Treasury transaction. (v) Litigation Settlement Charges, which represent the reserve established during the third and fourth quarter of fiscal year 2024 related to the settlement of claims. (vi) Russia-Related Exit Costs, which are direct and incremental costs associated with the Company’s wind down of business activities in Russia in response to Russia’s invasion of Ukraine, including relocation-related expenses of impacted associates. (vii) Real Estate Realignment and Covid-19 Related Expenses. Real Estate Realignment Expenses are expenses associated with the exit of certain of the Company’s leased facilities in response to the Covid-19 pandemic, which consist of the impairment of certain right of use assets, leasehold improvements and equipment, as well as other related facility exit expenses directly resulting from, and attributable to, the exit of these leased facilities. Covid-19 Related Expense are direct and incremental expenses incurred by the Company to protect the health and safety of Broadridge associates during the Covid-19 outbreak, including expenses associated with monitoring the temperatures for associates entering our facilities, enhancing the safety of our office environment in preparation for workers to return to Company facilities on a more regular basis, ensuring proper social distancing in our production facilities, personal protective equipment, enhanced cleaning measures in our facilities, and other safety related expenses (viii) Investment Gains, which represent non-operating, non-cash gains on privately held investments.


 

27 Non-GAAP measures We exclude Acquisition and Integration Costs, Restructuring and Other Related Costs, Gains or Losses on Digital Assets, Litigation Settlement Charges, Russia-Related Exit Costs, Real Estate Realignment and Covid-19 Related Expenses, and Investment Gains from our Adjusted Operating income (as applicable) and other adjusted earnings measures because excluding such information provides us with an understanding of the results from the primary operations of our business and enhances comparability across fiscal reporting periods, as these items are not reflective of our underlying operations or performance. We also exclude the impact of Amortization of Acquired Intangibles and Purchased Intellectual Property, as these non-cash amounts are significantly impacted by the timing and size of individual acquisitions and do not factor into the Company's capital allocation decisions, management compensation metrics or multi-year objectives. Furthermore, management believes that this adjustment enables better comparison of our results as Amortization of Acquired Intangibles and Purchased Intellectual Property will not recur in future periods once such intangible assets have been fully amortized. Although we exclude Amortization of Acquired Intangibles and Purchased Intellectual Property from our adjusted earnings measures, our management believes that it is important for investors to understand that these intangible assets contribute to revenue generation. Amortization of intangible assets that relate to past acquisitions will recur in future periods until such intangible assets have been fully amortized. Any future acquisitions may result in the amortization of additional intangible assets. Free cash flow and Free cash flow conversion In addition to the Non-GAAP financial measures discussed above, we provide Free cash flow information because we consider Free cash flow to be a liquidity measure that provides useful information to management and investors about the amount of cash generated that could be used for dividends, share repurchases, strategic acquisitions, other investments, as well as debt servicing. Free cash flow is a Non-GAAP financial measure and is defined by the Company as Net cash flows provided by operating activities plus Proceeds from asset sales, less Capital expenditures as well as Software purchases and capitalized internal use software. Free cash flow conversion is calculated as Free cash flow divided by Adjusted Net earnings for the given period. Recurring revenue growth constant currency As a multi-national company, we are subject to variability of our reported U.S. dollar results due to changes in foreign currency exchange rates. The exclusion of the impact of foreign currency exchange fluctuations from our Recurring revenue growth, or what we refer to as amounts expressed “on a constant currency basis”, is a Non-GAAP measure. We believe that excluding the impact of foreign currency exchange fluctuations from our Recurring revenue growth provides additional information that enables enhanced comparison to prior periods. Changes in Recurring revenue growth expressed on a constant currency basis are presented excluding the impact of foreign currency exchange fluctuations. To present this information, current period results for entities reporting in currencies other than the U.S. dollar are translated into U.S. dollars at the average exchange rates in effect during the corresponding period of the comparative year, rather than at the actual average exchange rates in effect during the current fiscal year.


 

28 Reconciliation of GAAP to Non-GAAP measures (Unaudited) Global Technology and Operations Capital Markets Wealth and Investment Management Total Recurring revenue growth (GAAP) 8% 1% 5% Impact of foreign currency exchange (1%) 0% 0% Recurring revenue growth constant currency (Non-GAAP) 7% 1% 5% Three Months Ended June 30, 2026 Investor Communication Solutions Regulatory Data-Driven Fund Solutions Issuer Customer Comms. Total Recurring revenue growth (GAAP) 14% 7% 8% 1% 10% Impact of foreign currency exchange 0% 0% 0% 0% 0% Recurring revenue growth constant currency (Non-GAAP) 14% 7% 8% 1% 10% Consolidated Total Recurring revenue growth (GAAP) 8% Impact of foreign currency exchange 0% Recurring revenue growth constant currency (Non-GAAP) 8%


 

29 Reconciliation of GAAP to Non-GAAP measures (Unaudited) Global Technology and Operations Capital Markets Wealth and Investment Management Total Recurring revenue growth (GAAP) 6% 11% 8% Impact of foreign currency exchange (1%) (1%) (1%) Recurring revenue growth constant currency (Non-GAAP) 5% 10% 7% Fiscal Year Ended June 30, 2026 Investor Communication Solutions Regulatory Data-Driven Fund Solutions Issuer Customer Comms. Total Recurring revenue growth (GAAP) 12% 4% 8% 5% 8% Impact of foreign currency exchange 0% (1%) 0% 0% 0% Recurring revenue growth constant currency (Non-GAAP) 12% 4% 8% 5% 8% Consolidated Total Recurring revenue growth (GAAP) 8% Impact of foreign currency exchange (1%) Recurring revenue growth constant currency (Non-GAAP) 8%


 

30 Reconciliation of GAAP to Non-GAAP measures (Unaudited) Three Months Ended June 30, Fiscal Year Ended June 30, Dollars in millions 2026 2025 2026 2025 2024 2023 2022 Operating income (GAAP) $546.2 $498.6 $1,300.6 $1,188.6 $1,017.1 $936.4 $759.9 Adjustments: Amortization of Acquired Intangibles and Purchased Intellectual Property 48.3 50.0 203.6 196.6 200.3 214.4 250.2 Acquisition and Integration Costs 3.3 7.0 17.5 18.3 3.9 15.8 24.5 Restructuring and other Related Costs (a) — 2.0 13.2 7.4 63.0 20.4 — Litigation Settlement Charges — — — — 18.4 — — Russia-Related Exit Costs (b) — — — — — 12.1 1.4 Real Estate Realignment and Covid-19 Related Expenses (c) — — — — — — 30.5 Adjusted Operating income (Non-GAAP) $597.9 $557.6 $1,534.8 $1,410.9 $1,302.8 $1,199.1 $1,066.4 Operating income margin (GAAP) 24.6% 24.1% 17.4% 17.3% 15.6% 15.4% 13.3% Adjusted Operating income margin (Non-GAAP) 26.9% 27.0% 20.5% 20.5% 20.0% 19.8% 18.7% (a) Restructuring and Other Related Costs for the fiscal years ended June 30, 2026 and 2025 consist of severance and other costs related to the closure of substantially all operations of a production facility. Costs incurred are not reflected in segment profit and are recorded within Corporate and Other. Actions and associated costs related to the closure were completed in the third quarter of fiscal year 2026. Restructuring and Other Related Costs for the fiscal year ended June 30, 2024 includes $56.0 million of severance and professional services costs directly related to the Corporate Restructuring Initiative and a $7.0 million asset impairment charge as a result of the exit of a business in connection with the Corporate Restructuring Initiative. (b) Russia-Related Exit Costs were $10.9 million and $1.4 million for the fiscal years ended June 30, 2023 and June 30, 2022, comprised of $12.1 million of operating expenses, offset by a gain of $1.2 million in non-operating income for the fiscal year ended June 30, 2023, and $1.4 million of operating expenses for the fiscal year ended June 30, 2022. (c) Real Estate Realignment Expenses were $23.0 million and Covid-19 Related Expenses were $7.5 million for the fiscal year ended June 30, 2022.


 

31 Reconciliation of GAAP to Non-GAAP measures (Unaudited) Fiscal Year Ended June 30, Dollars in millions 2026 2025 2024 2023 2022 Net cash flows from operating activities (GAAP) $ 1,345.6 $1,171.3 $1,056.2 $823.3 $443.5 Capital expenditures and Software purchases and capitalized internal use software (112.6) (114.9) (113.0) (75.2) (73.1) Free cash flow (Non-GAAP) $ 1,233.0 $1,056.4 $943.2 $748.2 $370.4 Three Months Ended June 30, Fiscal Year Ended June 30, Dollars in millions 2026 2025 2026 2025 2024 2023 2022 Net earnings (GAAP) $398.0 $374.2 $1,124.3 $839.5 $698.1 $630.6 $539.1 Adjustments: Amortization of Acquired Intangibles and Purchased Intellectual Property 48.3 50.0 203.6 196.6 200.3 214.4 250.2 Acquisition and Integration Costs 3.3 7.0 17.5 18.3 3.9 15.8 24.5 Restructuring and Other Related Costs (a) — 2.0 13.2 7.4 63.0 20.4 — Gains or Losses on Digital Assets 11.3 — (227.0) — — — — Litigation Settlement Charges — — — — 18.4 — — Russia-Related Exit Costs (b) — — — — — 10.9 1.4 Real Estate Realignment and Covid-19 Related Expenses (c) — — — — — — 30.5 Investment Gains (7.3) — (7.3) — — — (14.2) Subtotal of adjustments 55.6 59.0 (0.1) 222.3 285.6 261.6 292.3 Tax impact of adjustments (d) (12.0) (13.2) 0.0 (50.4) (62.6) (57.5) (65.7) Adjusted Net earnings (Non-GAAP) $441.6 $420.0 $1,124.2 $1,011.5 $921.2 $834.6 $765.7 Free cash flow conversion (Non-GAAP) (e) 110 % 104 % 102 % 90 % 48 % (a) Restructuring and Other Related Costs for the fiscal years ended June 30, 2026 and 2025 consist of severance and other costs related to the closure of substantially all operations of a production facility. Costs incurred are not reflected in segment profit and are recorded within Corporate and Other. Actions and associated costs related to the closure were completed in the third quarter of fiscal year 2026. Restructuring and Other Related Costs for the fiscal year ended June 30, 2024 includes $56.0 million of severance and professional services costs directly related to the Corporate Restructuring Initiative and a $7.0 million asset impairment charge as a result of the exit of a business in connection with the Corporate Restructuring Initiative. (b) Russia-Related Exit Costs were $10.9 million and $1.4 million for the fiscal years ended June 30, 2023 and June 30, 2022, comprised of $12.1 million of operating expenses, offset by a gain of $1.2 million in non-operating income for the fiscal year ended June 30, 2023, and $1.4 million of operating expenses for the fiscal year ended June 30, 2022. (c) Real Estate Realignment Expenses were $23.0 million and Covid-19 Related Expenses were $7.5 million for the fiscal year ended June 30, 2022. (d) Calculated using the GAAP effective tax rate, adjusted to exclude $0.0 million and $9.0 million of excess tax benefits associated with stock-based compensation for the three months ended June 30, 2026 and 2025, respectively, and $2.5 million, $20.5 million, $12.9 million, $10.4 million, and $18.1 million of excess tax benefits associated with stock-based compensation for the fiscal year ended June 30, 2026, 2025, 2024, 2023, and 2022, respectively. (e) Free cash flow conversion is calculated as Free cash flow divided by Adjusted Net earnings for the given period.


 

32 Reconciliation of GAAP to Non-GAAP measures (Unaudited) Three Months Ended June 30, Fiscal Year Ended June 30, Dollars in millions, except per share amounts 2026 2025 2026 2025 2024 2023 2022 Diluted earnings per share (GAAP) $3.44 $3.16 $9.60 $7.10 $5.86 $5.30 $4.55 Adjustments: Amortization of Acquired Intangibles and Purchased Intellectual Property 0.42 0.42 1.74 1.66 1.68 1.80 2.11 Acquisition and Integration Costs 0.03 0.06 0.15 0.15 0.03 0.13 0.21 Restructuring and other Related Costs (a) — 0.02 0.11 0.06 0.53 0.17 — Gains or Losses on Digital Assets 0.10 — (1.94) — — — — Litigation Settlement Charges — — — — 0.15 — — Russia-Related Exit Costs (b) — — — — — 0.09 0.01 Real Estate Realignment and Covid-19 Related Expenses (c) — — — — — — 0.26 Investment Gains (0.06) — (0.06) — — — (0.12) Subtotal of adjustments 0.48 0.50 — 1.88 2.40 2.20 2.47 Tax impact of adjustments (d) (0.10) (0.11) — (0.43) (0.53) (0.48) (0.55) Adjusted earnings per share (Non-GAAP) $3.82 $3.55 $9.60 $8.55 $7.73 $7.01 $6.46 (a) Restructuring and Other Related Costs for the fiscal years ended June 30, 2026 and 2025 consist of severance and other costs related to the closure of substantially all operations of a production facility. Costs incurred are not reflected in segment profit and are recorded within Corporate and Other. Actions and associated costs related to the closure were completed in the third quarter of fiscal year 2026. Restructuring and Other Related Costs for the fiscal year ended June 30, 2024 includes $56.0 million of severance and professional services costs directly related to the Corporate Restructuring Initiative and a $7.0 million asset impairment charge as a result of the exit of a business in connection with the Corporate Restructuring Initiative. (b) Russia-Related Exit Costs were $10.9 million and $1.4 million for the fiscal years ended June 30, 2023 and June 30, 2022, comprised of $12.1 million of operating expenses, offset by a gain of $1.2 million in non- operating income for the fiscal year ended June 30, 2023, and $1.4 million of operating expenses for the fiscal year ended June 30, 2022. (c) Real Estate Realignment Expenses impacted Adjusted Earnings per share $0.19 for the fiscal year ended June 30, 2022. (d) Calculated using the GAAP effective tax rate, adjusted to exclude $— million and $9.0 million of excess tax benefits associated with stock-based compensation for the three months ended June 30, 2026 and 2025, respectively, and $2.5 million, $20.5 million, $12.9 million, $10.4 million, and $18.1 million of excess tax benefits associated with stock-based compensation for the fiscal year ended June 30, 2026, 2025, 2024, 2023, and 2022, respectively.


 

33 Reconciliation of GAAP to Non-GAAP measures (Unaudited) Fiscal Year Ended June 30 Dollars in millions 2026 2025 Net Earnings $1,124.3 $839.5 Provision for Income Taxes 321.6 219.2 Interest expense, net 99.9 122.7 Other non-operating expenses (income) (245.2) 7.1 Operating income $1,300.6 $1,188.6 Non-GAAP Adjustments Depreciation and amortization 137.7 130.7 Amortization of acquired intangibles and purchased intellectual property 203.6 196.6 Amortization of other assets 167.1 170.8 Acquisition and integration costs 17.5 18.3 Restructuring and other related costs 13.2 7.4 Adjusted EBITDA (Non-GAAP) $1,839.6 $1,712.4 Operating lease costs 47.9 41.3 Adjusted EBITDAR (Non-GAAP) $1,887.5 $1,753.7 Total Debt $3,254.6 $3,252.3 Adjustments Present Value of Operating Lease Liabilities 262.9 206.7 SERP / SORP Liability 65.9 62.6 Adjusted Debt $3,583.4 $3,521.6 Total Debt to Adjusted EBITDA (Non-GAAP) 1.8x 1.9x Adjusted Debt to Adjusted EBITDAR (Non-GAAP) 1.9x 2.0x


 

34 Fiscal Year 2027 FY27 Recurring revenue growth Impact of foreign currency exchange (a) (0%) – 0% Recurring revenue growth constant currency (Non-GAAP) 6 - 8% FY27 Adjusted Operating income margin (b)(e) Operating income margin % (GAAP) ~19% Adjusted Operating income margin % (Non-GAAP) ~21% FY27 Adjusted earnings per share growth rate (c)(e) Diluted earnings per share (GAAP) (4%) - 0% Adjusted earnings per share (Non-GAAP) 8 - 12% FY27 Free cash flow conversion (d) 100%+ Cash flow from operating activities relative to net earnings (GAAP) 100%+ Free cash flow conversion rate (Non-GAAP) (Unaudited) (a) Based on forward rates as of July 2026. (b) Adjusted Operating income margin guidance (Non-GAAP) is adjusted to exclude the approximately $145 million impact of Amortization of Acquired Intangibles and Purchased Intellectual Property, Acquisition and Integration Costs, and Restructuring and Other Related Costs. (c) Adjusted earnings per share growth guidance (Non-GAAP) is adjusted to exclude the approximately $0.99 per share impact of Amortization of Acquired Intangibles and Purchased Intellectual Property, Acquisition and Integration Costs, and Restructuring and Other Related Costs, and is calculated using diluted shares outstanding. (d) Free cash flow conversion guidance (Non-GAAP) is adjusted to exclude approximately $118 million of Capital expenditures as well as Software purchases and capitalized internal use software (e) Excludes Gains and Losses on Digital Assets as they are not capable of being forecasted. Reconciliation of GAAP to Non-GAAP Measures: Fiscal Year 2027 guidance


 

Broadridge Fiscal Fourth Quarter 2026 Earnings Conference Call Contacts W. Edings Thibault broadridgeir@broadridge.com Live Call Information Date: August 4, 2026 Start Time: 8:30 A.M. ET Toll-Free: 1-877-328-2502 International: 1-412-317-5419 Webcast: broadridge-ir.com Replay Options Online replay available at broadridge-ir.com Telephone replay available through August 11, 2026 Domestic Dial-In: 1-855-669-9658 Access Code: 1307113 International Toll Dial-In: 1-412-317-0088 Passcode: 1307113 Click here for dial-ins by country


 

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