Analyst Consensus ?
ConsensusBuy24 ratings
Bullish1562.5%
Neutral937.5%
Bearish00.0%
Broadridge Financial Solutions, Inc. · BR · FY2027 Q1 · Calendar Q4 2026
Broadridge Q1 FY2027: 11% recurring-revenue growth; outlook reaffirmed
The reported recurring-revenue growth and reaffirmed full-year outlook support a resilient operating picture. However, lower event-driven revenue, ongoing investment and volatility in digital-asset holdings qualify the growth story.
Reported Before market openNYSETechnology
$20.80B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $1.37
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.65B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+0.2%
Event window
SPY move
+0.7%
Same window
Abnormal move
-0.5%
Stock minus SPY
Volume
0.9×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
BRSPY benchmark
Ask FN2 about BR FY2027 Q1
Transcript, numbers and history already loaded
What drove BR's +0.2% move after FY2027 Q1 earnings?What changed in BR's guidance and outlook in FY2027 Q1?Give me the bull and bear case for BR after FY2027 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The Q1 FY2027 analysis reports 11% year-over-year constant-currency recurring-revenue growth and says full-year guidance was reaffirmed. Compared with the prior call's FY2027 outlook, the outlook remains maintained; the supplied analysis does not provide updated guidance ranges.
Guidance delta
Full-year revenue, EPS and closed-sales guidance was reaffirmed. No revised ranges are provided in the supplied analysis.
Key takeaways
- Recurring revenue grew 11% year over year on a constant-currency basis, according to the analysis.
- Management reaffirmed full-year guidance and highlighted progress in tokenization, AI and digital engagement.
- The analysis cites lower event-driven revenue and ongoing investment as sources of margin pressure.
Management priorities
- Expand governance services for tokenized equities and develop the integrated DLX platform.
- Scale AI-driven products and share productivity savings with managed-service clients.
- Maintain a balanced approach to dividends, repurchases and strategic tuck-in acquisitions.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$183.76Current
$165Low
$208.18Average
$257High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 3, 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 |
|---|---|---|---|---|
| DA Davidson | Buy | Buy | Maintain | Oct 27, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Aug 31, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Aug 6, 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 $183.76. 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 | +23.0% | Aug 31, 2026 |
| UBS | Alex Kramm | $180 | $169.66 | -2.0% | Aug 17, 2026 |
| Morgan Stanley | Analyst unavailable | $176 | $162.82 | -4.2% | Aug 6, 2026 |
| RBC Capital | Analyst unavailable | $225 | $168.41 | +22.4% | Aug 5, 2026 |
| RBC Capital | Daniel Perlin | $200 | $134.56 | +8.8% | Jun 22, 2026 |
| Morgan Stanley | James Faucette | $169 | $149.5 | -8.0% | May 10, 2026 |
| D.A. Davidson | Analyst unavailable | $214 | $151.91 | +16.5% | May 5, 2026 |
| UBS | Analyst unavailable | $165 | $151.58 | -10.2% | May 4, 2026 |
| RBC Capital | Daniel Perlin | $245 | $190.43 | +33.3% | Feb 4, 2026 |
| Morgan Stanley | James Faucette | $213 | $185.95 | +15.9% | Feb 4, 2026 |
| Needham | Analyst unavailable | $255 | $185.95 | +38.8% | Feb 4, 2026 |
| Raymond James | Patrick O\'Shaughnessy | $257 | $185.12 | +39.9% | Feb 3, 2026 |
| D.A. Davidson | Analyst unavailable | $228 | $206.68 | +24.1% | Jan 23, 2026 |
| D.A. Davidson | Peter Heckman | $240 | $231.58 | +30.6% | Oct 28, 2025 |
| UBS | Alex Kramm | $250 | $214.47 | +36.0% | Nov 21, 2024 |
| D.A. Davidson | Peter Heckman | $210 | $218.3 | +14.3% | Nov 5, 2024 |
| D.A. Davidson | Peter Heckman | $185 | $199.87 | +0.7% | May 14, 2024 |
| Raymond James | Analyst unavailable | $183 | $153.29 | -0.4% | Feb 3, 2023 |
| Morgan Stanley | Analyst unavailable | $160 | $144.33 | -12.9% | 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 |
|---|---|---|---|---|
| ZBRA Zebra Technologies Corporation | FY2026 Q3 · Calendar Q4 2026 | — | -9.5% | Zebra raises its full-year outlook as demand offsets memory-cost pressure |
| DT Dynatrace, Inc. | FY2027 Q2 · Calendar Q4 2026 | — | -12.7% | Dynatrace grew revenue 17%, while enterprise deal timing held back net new ARR |
| DOCN DigitalOcean Holdings, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -0.7% | DigitalOcean raises 2026 and 2027 growth outlook as AI workloads scale |
| SHOP Shopify Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -5.7% | Shopify pairs Q3 growth with agentic commerce investment |
| IT Gartner, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -13.0% | Gartner Raises FY2026 Guidance as Contract Value Growth Accelerates |
| FISV Fiserv, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +12.4% | Fiserv Holds FY2026 Guidance as Merchant Trends Improve, Risks Persist |
Latest beats and misses
Who reports nextBeat on EPS
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- WMBFY2026 Q3 · November 2, 2026+0.2% EPS+3.5% move
- TSEMFY2026 Q3 · November 2, 2026+7.5% EPS-6.7% 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 · 2026-11-03T18:08:02.195302+00:00
- FN2 earnings calendar · 2026-11-03T01:23:13.143323+00:00
- Polygon adjusted daily market bars · 2026-11-03T18:50:44.565777+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-03T18:50:44.563051+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 2026-11-03. For educational purposes only; not investment advice.