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Broadridge Financial Solutions (BR) investor relations material
Broadridge Financial Solutions UBS Financial Services Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic positioning and growth
Positioned at the intersection of capital markets, wealth management, asset management, and corporate issuers, enabling innovation at scale in financial services.
Scaled from 3,000 to 15,000 associates and $2.5B to $22B market cap since 2010, driven by trends like democratization of investing and trading acceleration.
Processes $15T in trades and $400B in tokenized assets daily, serving 28 of 29 globally significant financial institutions.
Focused investments in democratization of investing, shareholder engagement, AI, and acceleration of trading.
Targets a $60B vended and $160B unvended market, leveraging operational resilience and network scale.
Financial model and performance
Organic growth guidance of 5-7%, with 1-2% from M&A, targeting 7-9% recurring revenue growth.
Operating leverage as a technology company supports 8-12% earnings growth guidance, with 1% share buybacks and 2% dividend yield.
Margins are impacted by passthrough revenue; adjusted margins are about 30%, with room for further expansion as scale increases.
Margin growth of ~50bps per year, focusing on long-term earnings growth over margin management.
Innovation and technology
Leading in tokenization, with $400B daily processed in digital assets and a roadmap to expand to public ledgers and new asset classes.
AI initiatives include predictive analytics for asset management, custom policy engines for proxy voting, and enhanced investor communications.
AI-driven productivity improvements in back-office operations, with a 20% gain last year and a clear roadmap for further gains.
Differentiates from SaaS peers by providing core market infrastructure, not just workflow overlays.
Next Broadridge Financial Solutions earnings date
Next Broadridge Financial Solutions earnings date
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