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Companies / Industrials / Broadridge Financial Solutions
BR

Broadridge Financial Solutions

IndustrialsBusiness ServicesS&P 500
Ticker BRNEW YORK, NYFiscal year ends JuneBook value per share $24.26Diluted shares 117.1M

Broadridge Financial Solutions, Inc. (NYSE: BR) provides financial technology and business-process services to banks, broker-dealers, asset and wealth managers, public companies, investors, mutual funds and other organizations. Its Investor Communication Solutions segment, which generated approximately 74% of fiscal… From the company’s description.

In fiscal 2026, Broadridge Financial Solutions reported revenue of $7.48B, up 8.5% from fiscal 2025, and net income of $1.12B. Its operating margin was 17.4%, and operations generated $1.35B in cash.

Fiscal year 2026 · ends 06-30Changes are against fiscal 2025
Sales & profitability
$7.48BFY2026
+8.5% year over year
17.40%FY2026
+0.1 percentage points
$1.12BFY2026
+33.9% year over year
39.58%FY2026
+8 percentage points
Cash & financing
$1.35BFY2026
+14.9% year over year
$1.23BFY2026
+16.7% year over year
1.15FY2026
Was 1.22× a year earlier
117.1MFY2026
−1.0% year over year

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure.

What Broadridge Financial Solutions does

In the company’s own words

Broadridge Financial Solutions, Inc. (NYSE: BR) provides financial technology and business-process services to banks, broker-dealers, asset and wealth managers, public companies, investors, mutual funds and other organizations. Its Investor Communication Solutions segment, which generated approximately 74% of fiscal 2026 revenue, handles proxy distribution and voting, shareholder communications, fund data and analytics, corporate filings, transfer agency and customer communications. Its Global Technology and Operations segment, representing approximately 26% of revenue, supplies platforms and outsourced services for securities trading and processing, wealth management, and investment management, including order management, clearing, settlement, record-keeping and portfolio accounting. Customers also include organizations in healthcare, insurance, consumer finance, telecommunications and utilities that use its communications services. In fiscal 2026, Broadridge processed more than 8 billion investor and customer communications through print and digital channels and processed an average of more than $18 trillion in tokenized and traditional securities trades per day.

Company details
Sector
Industrials
Industry (SIC)
Business Services
Headquarters
NEW YORK, NY
Fiscal year end
June
CIK
1383312
SIC
7389

Financial performance, year by year

Fiscal 2012–2026 · USD
$-747.68M$1.50B$3.74B$5.98B$8.22B201220132014201520162017201820192020202120222023202420252026

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Broadridge Financial Solutions — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

710
funds hold it
0 of 35
superinvestors hold it
$5.81B
held by funds, at market
35.7%
of shares held by funds
4
bond issues held by funds

Largest fund holders · Broadridge Financial Solutions’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.02%of fund net assets
Schwab U.S. Dividend Equity ETF
SCHD · SCHWAB STRATEGIC TRUST
0.45%of fund net assets
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.02%of fund net assets
VanEck Morningstar Wide Moat ETF
MOAT · VanEck ETF Trust
2.00%of fund net assets
Fidelity 500 Index Fund
FXAIX · Fidelity Concord Street Trust
0.03%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Broadridge Financial Solutions’s bonds, as funds hold them

Funds report holding 4 issues of Broadridge Financial Solutions’s debt, $298.49M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 3.66%, maturing 2026 to 2036.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do Broadridge Financial Solutions and its peers compare on margins and cash generation over ten years?”
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