earnings
confidence high
sentiment positive
materiality 0.75
Broadridge FY2026 adj EPS $9.60 (+12%); guides FY2027 6-8% recurring revenue growth; raises dividend 12%
BROADRIDGE FINANCIAL SOLUTIONS, INC.
- FY2026 recurring revenue +8% to $4.878B; adj EPS $9.60 (+12% YoY); diluted EPS $9.60 (+35%).
- FY2027 guidance: recurring revenue growth 6-8% constant currency, adj EPS growth 8-12%, closed sales $290-330M.
- Board raised annual dividend 12% to $4.36/share (20th consecutive increase); quarterly $1.09 payable Oct 5, record Sep 3.
- Board authorized new $1.5B share repurchase program, replacing prior authorization.
- Closed sales for FY2026 were $305M (+6% YoY); Q4 closed sales $158M (+39%).