BROADRIDGE FINANCIAL SOLUTIONS, INC.
Business
Broadridge Financial Solutions is a global financial technology and business process outsourcing provider serving banks, broker-dealers, asset and wealth managers, public companies, and investors. The company delivers solutions across investor communications (proxy processing, regulatory filings, fund services, corporate governance, and omni-channel customer communications), capital markets technology (trade lifecycle management, settlements, and post-trade processing), and wealth and investment management (advisor platforms, portfolio management, and operational support). Broadridge operates through two reportable segments—Investor Communication Solutions and Global Technology and Operations—serving clients globally through SaaS-based platforms and business process outsourcing services.
Summary from 10-K filed 2025-08-05
Financials
Consolidated Statement of Income
| Concept | Trend | FY 2025 2025-06-30 | FY 2024 2024-06-30 | FY 2023 2023-06-30 | FY 2022 2022-06-30 | FY 2021 2021-06-30 |
|---|---|---|---|---|---|---|
| Revenues | 6,889 | 6,507 | 6,061 | 5,709 | 4,994 | |
| Cost of revenues | 4,752 | 4,573 | 4,276 | 4,117 | 3,571 | |
| Selling, general and administrative expenses | 948 | 917 | 849 | 832 | 744 | |
| Total operating expenses | 5,701 | 5,490 | 5,125 | 4,949 | 4,315 | |
| Operating income | 1,189 | 1,017 | 936 | 760 | 679 | |
| Interest expense, net | −123 | −138 | −136 | −85 | −55 | |
| Other non-operating expenses, net | −7 | −2 | −6 | −3 | 73 | |
| Earnings before income taxes | 1,059 | 877 | 795 | 672 | 696 | |
| Provision for income taxes | 219 | 179 | 164 | 133 | 149 | |
| Net earnings | 840 | 698 | 631 | 539 | 548 | |
| Basic earnings per share (in dollars per share) | 7.17 | 5.93 | 5.36 | 4.62 | 4.73 | |
| Diluted earnings per share (in dollars per share) | 7.1 | 5.86 | 5.3 | 4.55 | 4.65 | |
| Basic (in shares) | 117 | 118 | 118 | 117 | 116 | |
| Diluted (in shares) | 118 | 119 | 119 | 119 | 118 |
Consolidated Balance Sheet
| Concept | Trend | FY 2025 2025-06-30 | FY 2024 2024-06-30 | FY 2023 2023-06-30 | FY 2022 2022-06-30 | FY 2021 2021-06-30 |
|---|---|---|---|---|---|---|
| Cash and cash equivalents | 562 | 304 | 252 | 225 | 275 | |
| Accounts receivable, net of allowance for doubtful accounts of $12.5 and $9.7, respectively | 1,077 | 1,066 | 974 | 947 | 820 | |
| Other current assets | 179 | 171 | 166 | 157 | 166 | |
| Total current assets | 1,817 | 1,541 | 1,393 | 1,328 | 1,261 | |
| Property, plant and equipment, net | 170 | 162 | 146 | 151 | 177 | |
| Goodwill | 3,610 | 3,469 | 3,462 | 3,485 | 3,720 | |
| Intangible assets, net | 1,277 | 1,307 | 1,467 | 1,077 | 1,425 | |
| Deferred client conversion and start-up costs | 843 | 892 | 937 | 1,232 | 774 | |
| Other non-current assets | 828 | 871 | 829 | 895 | 763 | |
| Total assets | 8,545 | 8,242 | 8,233 | 8,169 | 8,120 | |
| Current portion of long-term debt | 499 | 0 | 1,179 | 0 | 0 | |
| Payables and accrued expenses | 1,113 | 1,194 | 1,020 | 1,115 | 1,103 | |
| Contract liabilities | 249 | 227 | 200 | 199 | 185 | |
| Total current liabilities | 1,861 | 1,422 | 2,398 | 1,313 | 1,288 | |
| Long-term debt | 2,753 | 3,355 | 2,235 | 3,793 | 3,888 | |
| Deferred taxes | 261 | 277 | 391 | 446 | 401 | |
| Contract liabilities | 429 | 469 | 493 | 216 | 197 | |
| Other non-current liabilities | 586 | 551 | 476 | 482 | 537 | |
| Total liabilities | 5,890 | 6,074 | 5,993 | 6,250 | 6,311 | |
| Commitments and contingencies | — | — | — | — | — | |
| Preferred stock: Authorized, 25.0 shares; issued and outstanding, none | 0 | 0 | 0 | 0 | 0 | |
| Common stock, $0.01 par value: Authorized, 650.0 shares; issued, 154.5 and 154.5 shares, respectively; outstanding, 117.1 and 116.7 shares, respectively | 2 | 2 | 2 | 2 | 2 | |
| Additional paid-in capital | 1,663 | 1,553 | 1,437 | 1,345 | 1,246 | |
| Retained earnings | 3,863 | 3,435 | 3,113 | 2,824 | 2,584 | |
| Treasury stock, at cost: 37.3 and 37.8 shares, respectively | −2,599 | −2,489 | −2,026 | −2,025 | −2,031 | |
| Accumulated other comprehensive income (loss) | −273 | −332 | −285 | −226 | 9 | |
| Total stockholders equity | 2,655 | 2,168 | 2,241 | 1,919 | 1,809 | |
| Total liabilities and stockholders equity | 8,545 | 8,242 | 8,233 | 8,169 | 8,120 |
Consolidated Statement of Cash Flows
| Concept | Trend | FY 2025 2025-06-30 | FY 2024 2024-06-30 | FY 2023 2023-06-30 | FY 2022 2022-06-30 | FY 2021 2021-06-30 |
|---|---|---|---|---|---|---|
| Depreciation and amortization | 131 | 120 | 84 | 82 | 67 | |
| Amortization of acquired intangibles and purchased intellectual property | 197 | 200 | 214 | 250 | 154 | |
| Amortization of other assets | 171 | 158 | 126 | 131 | 114 | |
| Write-down of long lived assets and related charges | 15 | 18 | 3 | 40 | 31 | |
| Stock-based compensation expense | 73 | 71 | 73 | — | — | |
| Deferred income taxes | −5 | −120 | −51 | 51 | 52 | |
| Other | −24 | −58 | −27 | −18 | −32 | |
| Accounts receivable, net | 32 | −37 | 20 | −85 | −42 | |
| Other current assets | −5 | −3 | −10 | 12 | −30 | |
| Payables and accrued expenses | −147 | 137 | −105 | −27 | 144 | |
| Contract liabilities | 57 | 81 | 329 | 110 | 12 | |
| Other non-current assets | −148 | −232 | −472 | −697 | −455 | |
| Other non-current liabilities | −13 | 24 | 9 | −13 | 84 | |
| Net cash flows from operating activities | 1,171 | 1,056 | 823 | 444 | 640 | |
| Capital expenditures | −44 | −57 | −38 | −29 | −52 | |
| Software purchases and capitalized internal use software | −71 | −56 | −37 | −44 | −49 | |
| Acquisitions, net of cash acquired | −194 | −34 | 0 | −13 | −2,604 | |
| Other investing activities | −8 | −800,000 | −5 | −24 | −34 | |
| Net cash flows from investing activities | −316 | −148 | −80 | −110 | −2,654 | |
| Debt proceeds | 1,238 | 1,023 | 990 | 670 | 4,325 | |
| Debt repayments | −1,343 | −1,083 | −1,375 | −766 | −2,231 | |
| Dividends paid | −402 | −368 | −331 | −291 | −262 | |
| Purchases of Treasury stock | −135 | −485 | −24 | −23 | −22 | |
| Proceeds from exercise of stock options | 62 | 72 | 43 | 60 | 35 | |
| Other financing activities | −22 | −14 | −18 | −22 | −49 | |
| Net cash flows from financing activities | −601 | −856 | −715 | −371 | 1,798 | |
| Effect of exchange rate changes on Cash and cash equivalents | 3 | −600,000 | −600,000 | −12 | 14 | |
| Net change in Cash and cash equivalents | 257 | 52 | 28 | −50 | −202 | |
| Cash payments made for interest | 132 | 143 | 137 | 82 | 56 | |
| Cash payments made for income taxes, net of refunds | 280 | 240 | 180 | 77 | 98 | |
| Accrual of unpaid property, plant, equipment and software | 13 | 1 | 800,000 | 19 | 32 | |
| Accrual of unpaid stock repurchase excise tax | 0 | 3 | 0 | 0 | — |
Filings
Material Events
Insiders
Institutional Holders
Frequently asked questions
What is BROADRIDGE FINANCIAL SOLUTIONS, INC.'s CIK number?
BROADRIDGE FINANCIAL SOLUTIONS, INC.'s SEC CIK number is 0001383312 (1383312). The CIK (Central Index Key) is the permanent identifier the SEC assigns to every EDGAR filer — unlike a ticker symbol, it never changes.
Where can I find BROADRIDGE FINANCIAL SOLUTIONS, INC.'s SEC filings?
All of BROADRIDGE FINANCIAL SOLUTIONS, INC.'s EDGAR filings — 10-K annual reports, 10-Q quarterly reports, 8-K material events, and insider transactions — are listed on this page, sourced live from SEC EDGAR.
When did BROADRIDGE FINANCIAL SOLUTIONS, INC. last report earnings?
BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) most recently filed an earnings 8-K with the SEC on Apr 30, 2026, furnishing its results under Item 2.02 (Results of Operations and Financial Condition). The earnings press release is attached to that filing (accession 0001383312-26-000013). This is BROADRIDGE FINANCIAL SOLUTIONS, INC.'s most recent earnings filing of record — not a forecast of its next earnings date.
What is BROADRIDGE FINANCIAL SOLUTIONS, INC.'s most recent earnings 8-K?
BROADRIDGE FINANCIAL SOLUTIONS, INC.'s latest earnings 8-K (Item 2.02) was filed Apr 30, 2026 under accession 0001383312-26-000013. It carries the quarterly or annual earnings press release — the earliest official, SEC-filed version of the results.
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