Broadridge Financial (BR) reported earnings 30 days ago. What's next for the stock?
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BR delivers a strong start to fiscal 2026, with earnings up 51% and revenues climbing 11.7%, both topping consensus estimates.
Broadridge Financial Solutions, Inc. ( BR ) Q1 2026 Earnings Call November 4, 2025 8:30 AM EST Company Participants W. Thibault - Head of Investor Relations & Corporate Communications Timothy Gokey - CEO, Executive Officer & Executive Director Ashima Ghei - Corporate VP, Executive Officer & Chief Finance Officer Conference Call Participants Michael Infante - Morgan Stanley, Research Division Kyle Peterson - Needham & Company, LLC, Research Division Scott Wurtzel - Wolfe Research, LLC Puneet Jain - JPMorgan Chase & Co, Research Division Patrick O'Shaughnessy - Raymond James & Associates, Inc., Research Division Presentation Operator Good day, and welcome to Broadridge's Fiscal First Quarter 2026 Earnings Conference Call.
While the top- and bottom-line numbers for Broadridge Financial (BR) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Broadridge Financial Solutions (BR) came out with quarterly earnings of $1.51 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1 per share a year ago.
Fintech firm Broadridge Financial's first-quarter profit more than doubled on Tuesday, helped by strong growth in its investor communications solutions.
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Broadridge Financial Solutions is a high-quality, asset-light fintech with strong moats, high switching costs, and exceptional recurring economics. The business consistently delivers robust ROIC (~22.5%), strong free cash flow, and shareholder-friendly capital returns through dividends and buybacks. BR's valuation is rich, but justified by durable growth, high returns, and a fair value range of $300-$340/share; I rate BR a buy.
BR tops Q4 estimates with 6.2% revenue growth and strong recurring sales while raising the EPS and margin outlook for fiscal 2025.