BR · Broadridge Financial Solutions, Inc.

Summary

Broadridge posted its May 2026 investor presentation, reaffirming fiscal 2024-2026 recurring revenue growth of 7-9% and adjusted EPS growth of 8-12%.

Key takeaways

• Fiscal 2024-2026 recurring revenue growth objective of 7-9% (constant currency) reaffirmed.
• Fiscal 2024-2026 adjusted EPS growth objective of 8-12% reaffirmed.
• Fiscal 2025 recurring revenue was $4.5 billion, with 10-year CAGR of 10%.
• Fiscal 2025 adjusted EPS was $8.55, with 13% CAGR over 10 years.
• Vended addressable market estimated at $60 billion+ out of $225 billion total.
• Fiscal 2026 annual dividend set at $3.90 per share, subject to board approval.