Here's the hot stuff from Broadridge Financial Solutions
$BR (+0.35%) (NYSE: BR) Q4 & Full-Year Fiscal 2026 Earnings Release, delivered fresh on August 4, 2026, before U.S. markets opened:
🚀 Top-line Performance & Record New Business
The global market leader in FinTech infrastructure, proxy voting, and securities settlement delivers a strong fourth fiscal quarter of 2026 and wraps up an outstanding fiscal year:
Total Revenue for Q4 FY26: Climbed by +7% YoY to $2.22 billion (Recurring revenue rose by +8% to $1.54 billion).
FY26 revenue: Grew by +9% YoY to $7.48 billion (Recurring revenue was $4.88 billion).
Closed Sales (New Business): Soared in Q4 by +39% YoY to $158 million —the full-year figure reached a record high of $305 million.
3-Year Targets Met: For the fifth consecutive year, Broadridge has met its three-year growth targets for recurring revenue and adjusted EPS to the letter.
đź”® 3. Profitability, EPS Beat & Dividend Anniversary
In terms of earnings, Broadridge is demonstrating its customary monopoly-level quality and rewarding shareholders with a substantial dividend increase:
Q4 Adjusted EPS: Soared by +8% YoY to $3.82 (up from $3.55 in the same quarter last year) and significantly beat Wall Street estimates of ~$3.75!
FY26 Adjusted EPS: Climbed by +12% to $9.60 (GAAP EPS was $9.60, an increase of +35%).
Operating income (Q4): Rise of +10% year-over-year to $546 million (Adjusted operating income was $598 million).
Free Cash Flow Conversion: An exceptionally strong 110%, which underscores record share buybacks and the strength of the balance sheet.
20th consecutive dividend increase: The annual dividend will increase by +12% to $4.36 per share — 20 years of uninterrupted dividend growth!
🤖 Outlook for Fiscal Year 2027 (Guidance)
CEO Tim Gokey continues to chart the course for steady, highly profitable compounder growth:
Recurring Revenue Growth FY27: Expected to be +6% to +8% (currency-adjusted).
Adjusted EPS Growth FY27: Projected at +8% to +12%.
Strategic Focus: Further expansion of market leadership in tokenized assets, AI-powered governance solutions, and on-chain settlements.
⚡ 💡 Jack’s Take
A picture-perfect performance from the FinTech elite! Broadridge proves once again why its stock is the secret lifeblood at the heart of global financial markets. A Q4 EPS beat ($3.82 vs. $3.75 consensus), record new business of $305 million for the full year, and the 20th consecutive dividend increase (+12%) underscore its unshakable moat. Broadridge remains the ultimate B2B financial compounder!