Broadridge Financial Solutions
Broadridge Financial Solutions, Inc. (NYSE: BR) is a global financial technology leader that powers investing, corporate governance, and communications for the financial services industry. The company operates through two primary reportable segments: Investor Communication Solutions, which represents approximately 74… From the company’s description.
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) is a global financial technology leader that powers investing, corporate governance, and communications for the financial services industry. The company operates through two primary reportable segments: Investor Communication Solutions, which represents approximately 74 percent of revenues, and Global Technology and Operations, which accounts for approximately 26 percent of revenues.
The Investor Communication Solutions segment provides regulatory solutions including proxy materials distribution and voting services, data-driven fund solutions with analytics and compliance capabilities, corporate issuer solutions spanning shareholder meetings and regulatory filings, and customer communications solutions for omni-channel delivery across print and digital channels. The Global Technology and Operations segment delivers mission-critical infrastructure for capital markets and wealth management, including front-to-back transaction processing, trade lifecycle management, and portfolio management solutions.
Broadridge serves a diverse client base including banks, broker-dealers, asset and wealth managers, public companies, mutual funds, retirement service providers, and corporate issuers across financial services and other industries. In fiscal year 2026, the company managed proxy voting for over one billion equity proxy positions, processed more than eight billion investor and customer communications, and processed an average of over eighteen trillion dollars in tokenized and traditional securities trades daily.
The company operates through a network of highly automated production facilities and geographically dispersed processing centers providing disaster recovery capabilities. Broadridge maintains a portfolio of more than 180 U.S. and non-U.S. patents and operates proprietary technology platforms built on hybrid cloud and traditional data center infrastructure designed for high availability and scalability.
The company's growth strategy focuses on three key themes: democratization and digitization in governance, simplifying and innovating trading in capital markets, and modernizing wealth and investment management. Broadridge positions itself as a bridge between traditional and digital finance, with capabilities supporting tokenized securities, blockchain-enabled solutions, and artificial intelligence integration across its service offerings. The company website is www.broadridge.com.
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 · USDThe 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.
Who owns Broadridge Financial Solutions — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Broadridge Financial Solutions’s weight in each
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.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
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