Analyst Consensus ?
ConsensusBuy24 ratings
Bullish1562.5%
Neutral937.5%
Bearish00.0%
Broadridge Financial Solutions, Inc. · BR · FY2026 Q4 · Calendar Q3 2026
Broadridge highlights AI, tokenization and FY27 growth outlook
The supplied analysis supports a constructive but conditional view: Broadridge’s digital communications, AI and tokenization initiatives, alongside recurring revenue visibility and capital returns, support the growth case, while adoption, regulatory and execution risks remain material.
Reported Before market openNYSETechnology
$18.85B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$3.82
Consensus $3.76
EPS surprise
+1.6%
Reported versus consensus
Reported revenue
$2.22B
Consensus $2.17B
Revenue surprise
+2.3%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+7.0%
Event window
SPY move
+1.8%
Same window
Abnormal move
+5.2%
Stock minus SPY
Volume
2.7×
Versus trailing sessions
Subsequent drift
+7.1%
Up to 20 sessions
BRSPY benchmark
Ask FN2 about BR FY2026 Q4
Transcript, numbers and history already loaded
Why did BR rise 7.0% after beating EPS estimates in FY2026 Q4?What changed in BR's guidance and outlook in FY2026 Q4?Give me the bull and bear case for BR after FY2026 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the supplied current analysis shifts from raised FY2026 guidance to maintained guidance and adds a FY2027 outlook. It also emphasizes the completed on-chain voting work, broader DLX and DLR ambitions, and expected AI productivity savings.
Guidance delta
Management maintained its outlook; FY2027 guidance calls for 6–8% recurring revenue growth and 8–12% EPS growth.
Key takeaways
- FY2026 revenue grew 8% and adjusted EPS rose 12%, according to the supplied analysis.
- Management highlighted digital communications, AI and tokenization as growth drivers.
- AI-driven productivity is expected to save $25 million in FY2027.
- Capital returns included a record $600 million buyback and a 12% dividend increase.
Management priorities
- Scale DLR and launch the DLX multi-asset tokenization platform.
- Expand Wealth InFocus and AI-enabled productivity initiatives.
- Continue strategic tuck-in acquisitions and global market-infrastructure expansion.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$163.02Current
$165Low
$208.18Average
$257High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 23, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| RBC Capital | Outperform | Outperform | Maintain | Aug 31, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Aug 6, 2026 |
| DA Davidson | Buy | Buy | Maintain | May 5, 2026 |
| UBS | Neutral | Neutral | Maintain | May 4, 2026 |
| Needham | Buy | Buy | Maintain | May 1, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Feb 4, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Mar 26, 2024 |
| Raymond James | Outperform | Outperform | Maintain | Feb 2, 2024 |
| Wolfe Research | Peer Perform | Underperform | Upgrade | Oct 17, 2023 |
| BTIG | Buy | Neutral | Upgrade | Feb 3, 2021 |
| Truist Securities | Buy | Buy | Maintain | Dec 18, 2020 |
| Rosenblatt | Neutral | Neutral | Maintain | Aug 12, 2020 |
| BTIG Research | Buy | Buy | Maintain | Feb 26, 2020 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Jul 22, 2019 |
| Barclays | Equal Weight | Equal Weight | Maintain | Feb 9, 2018 |
| Sandler O'Neill | Hold | Buy | Downgrade | Sep 29, 2016 |
| Piper Sandler | Hold | Buy | Downgrade | Sep 29, 2016 |
| Atlantic Equities | Overweight | Overweight | Maintain | Sep 13, 2016 |
| Avondale Partners | Market Perform | Market Outperform | Downgrade | Jun 15, 2016 |
| Stifel Nicolaus | Buy | Hold | Upgrade | Feb 6, 2015 |
| Stifel | Buy | Hold | Upgrade | Feb 6, 2015 |
| Credit Suisse | Outperform | Neutral | Upgrade | Jan 29, 2015 |
| Keefe, Bruyette & Woods | Outperform | Outperform | Maintain | Nov 7, 2014 |
| Keefe Bruyette & Woods | Outperform | Outperform | Maintain | Nov 7, 2014 |
Named analyst price targets
Upside is calculated against the persisted current price $163.02. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| RBC Capital | Daniel Perlin | $226 | $183.64 | +38.6% | Aug 31, 2026 |
| UBS | Alex Kramm | $180 | $169.66 | +10.4% | Aug 17, 2026 |
| Morgan Stanley | Analyst unavailable | $176 | $162.82 | +8.0% | Aug 6, 2026 |
| RBC Capital | Analyst unavailable | $225 | $168.41 | +38.0% | Aug 5, 2026 |
| RBC Capital | Daniel Perlin | $200 | $134.56 | +22.7% | Jun 22, 2026 |
| Morgan Stanley | James Faucette | $169 | $149.5 | +3.7% | May 10, 2026 |
| D.A. Davidson | Analyst unavailable | $214 | $151.91 | +31.3% | May 5, 2026 |
| UBS | Analyst unavailable | $165 | $151.58 | +1.2% | May 4, 2026 |
| RBC Capital | Daniel Perlin | $245 | $190.43 | +50.3% | Feb 4, 2026 |
| Morgan Stanley | James Faucette | $213 | $185.95 | +30.7% | Feb 4, 2026 |
| Needham | Analyst unavailable | $255 | $185.95 | +56.4% | Feb 4, 2026 |
| Raymond James | Patrick O\'Shaughnessy | $257 | $185.12 | +57.6% | Feb 3, 2026 |
| D.A. Davidson | Analyst unavailable | $228 | $206.68 | +39.9% | Jan 23, 2026 |
| D.A. Davidson | Peter Heckman | $240 | $231.58 | +47.2% | Oct 28, 2025 |
| UBS | Alex Kramm | $250 | $214.47 | +53.4% | Nov 21, 2024 |
| D.A. Davidson | Peter Heckman | $210 | $218.3 | +28.8% | Nov 5, 2024 |
| D.A. Davidson | Peter Heckman | $185 | $199.87 | +13.5% | May 14, 2024 |
| Raymond James | Analyst unavailable | $183 | $153.29 | +12.3% | Feb 3, 2023 |
| Morgan Stanley | Analyst unavailable | $160 | $144.33 | -1.9% | Dec 14, 2022 |
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Start freeCompany context
Snapshot as of publicationBroadridge Financial Solutions, Inc. delivers specialized technology and communication services designed for the financial sector. Its Investor Communication Solutions division is responsible for processing and disseminating proxy materials for equity securities and mutual funds, streamlining associated voting procedures. Furthermore, it circulates vital regulatory disclosures, details on class actions and corporate reorganizations, and comprehensive tax reporting services. Notable offerings include ProxyEdge, an electronic proxy delivery and voting system. The company also provides data-centric solutions and a holistic platform for content creation, management, and multi-channel delivery of regulatory, marketing, and transactional content, alongside mutual fund transaction processing and advanced data analysis tools. This segment offers tailored services for public companies and investment funds, encompassing support for SEC filings and capital market transactions, registrar functions, stock transfer, and meticulous record-keeping.…
Historical context
All BR earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
| SAIL SailPoint, Inc. | FY2027 Q2 · Calendar Q3 2026 | +13.8% | -1.2% | SailPoint pairs 25% ARR growth with accelerating AI-driven adoption |
| CIEN Ciena Corporation | FY2026 Q3 · Calendar Q3 2026 | +22.0% | -10.4% | Ciena raises outlook as AI networking demand lifts backlog |
| DOCU DocuSign, Inc. | FY2027 Q2 · Calendar Q3 2026 | +6.4% | +3.7% | DocuSign Q2 FY27: IAM momentum supports a raised outlook |
| IOT Samsara Inc. | FY2027 Q2 · Calendar Q3 2026 | +25.0% | +3.7% | Samsara: AI adoption expands as FY27 guidance holds |
Latest beats and misses
Who reports nextBeat on EPS
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
- TCOMFY2026 Q2 · September 15, 2026+22.3% EPS+3.0% move
- KRFY2026 Q2 · September 11, 2026+2.8% EPS+2.7% move
- ADBEFY2026 Q3 · September 10, 2026+0.8% EPS+1.4% move
- ORCLFY2027 Q1 · September 10, 2026+10.3% EPS-1.7% move
- CASYFY2027 Q1 · September 8, 2026+8.7% EPS-14.2% move
Get the BR recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-08-04T18:10:33.373118+00:00
- FN2 earnings calendar · 2026-09-09T01:23:14.388487+00:00
- Polygon adjusted daily market bars · 2026-09-23T02:30:51.824489+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-23T02:30:51.821579+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-09-23. For educational purposes only; not investment advice.