Broadridge Financial : May 2026 Investor Presentation

Published: 2026-05-06 08:22:09 ET BR

Published on 05/06/2026 at 08:22 am EDT

Powering and transforming financial markets

Investor Presentation May 2026

Use of Non-GAAP financial Measures, KPIs and foreign exchange rates

This presentation includes certain Non-GAAP financial measures including Adjusted Operating income, Adjusted Operating income margin, Adjusted Net earnings, Adjusted earnings per share ("EPS"), Free cash flow, Free cash flow conversion, and Recurring revenue growth constant currency. Please see the "Explanation of Non-GAAP Measures and Reconciliation of GAAP to Non-GAAP Measures" section of this presentation for more information on Broadridge's use of Non-GAAP measures and reconciliations to GAAP measures.

Management focuses on a variety of key indicators to plan, measure and evaluate the Company's business and financial performance. These performance indicators include Revenues and Recurring revenue, as well as Non-GAAP measures of Adjusted Operating income, Adjusted Net earnings, Adjusted EPS, Free cash flow, Free cash flow conversion, Recurring revenue growth constant currency, and Closed sales. In addition, management focuses on select operating metrics specific to Broadridge of Position Growth, which is comprised of equity position growth and mutual fund/ETF position growth, and Internal Trade Growth. Beginning in the fourth quarter of fiscal year 2025, the Company began presenting information on "equity revenue position growth". Equity revenue position growth excludes small or fractional equity positions for which the Company does not recognize revenue ("non-revenue positions"). Prior-year period comparative information for this metric is not available. Please refer to Item 2. Management's Discussion and Analysis of Financial Condition of the 2025 Annual Report for a discussion of Revenues, Recurring revenue, Position Growth and Internal Trade Growth in the "Key Performance Indicators" section and the "Results of Operations" section for a description of Closed sales.

Beginning with the first quarter of fiscal year 2023, the Company changed reporting for segment revenues, segment earnings (loss) before income taxes, segment amortization of acquired intangibles and purchased intellectual property, and Closed sales to reflect the impact of actual foreign exchange rates applicable to the individual periods presented. The presentation of these metrics for the prior periods has been changed to conform to the current period presentation. Total consolidated revenues and earnings before income taxes were not impacted.

Amounts presented in this presentation may not sum due to rounding.

All FY'25 and FY'26 Recurring revenue dollar amounts shown in this presentation are GAAP. Recurring revenue growth percentages for FY'23, FY'24, FY'25 and FY'26 Guidance are shown as constant currency (Non-GAAP).

Recurring revenue growth percentages for FY'16 through FY'22 are calculated based on constant foreign currency exchange rates used for internal management reporting as described in the Company's segment footnote within its Form 10-K for each respective year.

The information contained in this presentation is being provided for your convenience and information only. This information is accurate as of the date of its initial presentation. If you plan to use this information for any purpose, verification of its continued accuracy is your responsibility. Broadridge assumes no duty to update or revise the information contained in this presentation.

Global fintech leader with a scale business supporting critical operations, technology, governance, and communications

Broadridge is powering and transforming financial services

Steady and consistent earnings growth and capital return has driven strong and compounding shareholder returns

Note: Recurring revenue growth is in constant currency. FY'26 dividend subject to board approval.

$4.5B

FY'25 Recurring revenue

Unique network and business model with a clear growth strategy across our three franchises

$60B

Vended Addressable Market

Platform-based model with recurring revenue structure creates unique value for clients and investors

$15T

Daily fixed income and equity trade volume

Regulatory and customer communications processed annually

19%

10-year TSR annualized ending 6/30/25

7-9%

FY'24-26 Recurring revenue growth objective

8-12%

FY'24-26 Adj. EPS

growth objective

$3.90

FY'26

annual dividend amount

Broadridge has a long track record of delivering growth and shareholder value

Total Revenue ($B)

Adjusted EPS

$8.55

$7.73

$6.46

$7.01

$5.66

$5.03

$4.19

$4.66

$2.73

$3.13

10%

Recurring Revenue CAGR

13%

Adjusted EPS CAGR

(Non-GAAP)

19%

Annualized TSR

FY'16 FY'17 FY'18 FY'19 FY'20 FY'21 FY'22 FY'23 FY'24 FY'25

DILUTED EPS (GAAP)

$2.53 $2.70 $3.56 $4.06 $3.95 $4.65 $4.55 $5.30 $5.86 $7.10

Note: Information

about our use of Non-GAAP measures and reconciliations to GAAP measures may be found on slides 45-58. TSR source: FactSet

We have a unique network and business model

Public Companies & Funds

10,000+

Corporate issuers

30,000+

Mutual funds and ETFs

Broker-dealers & Wealth Managers Investors

1,000+

Banks and broker-dealers

200,000+

Financial advisors

150,000+

Institutional shareholders

200M+

Retail shareholder accounts

Regulatory Bodies & Trade Associations

Powering a scale business at the intersection of financial services

Wealth Managers

Capital Markets Firms

120,000+

Institutional shareholders

30,000+

Mutual funds and ETFs

Asset Managers

Corporate Issuers

170M+

Retail shareholder accounts

We serve a $225B addressable market of which $60B+ is vended

Total Addressable Market Broadridge Vended Addressable Market

$25B

$24B

73%

$225B

27% BR

Vended

$60B

$12B

Governance

Capital Markets

Wealth & IM

Source: McKinsey & Co.

Our growth is underpinned by secular demand drivers

Governance Capital Markets Wealth & IM

Democratization of investing

Digitization of communications Acceleration of trading

Data and artificial intelligence Regulation

We have aligned our business around these long-term drivers

Extend Governance

Grow Capital Markets

Build Wealth

Expand International

Scaled to enable doubling of equity and fund positions

Crossed $100M threshold in digital revenues

Expanded data & analytics with European fund data, board reporting

Extended our capabilities across the entire trade lifecycle with BTCS

Grew post-trade platforms globally

Innovated to create leading position in Distributed Ledger Repo

Delivered on next-gen wealth management platform

Strengthened our capabilities serving Canadian wealth managers

Added front-office capabilities with targeted tuck-in M&A

Grew international revenues 5X to $518M from FY2015-25

Strengthened international footprint with acquisition of BTCS

Grew European governance capabilities with Shareholder Rights Directive II

Broadridge is driving innovation at scale

Leading Tokenization

Driving Digitization

Scaling AI

Live with tokenized governance platform, powering the first on-chain U.S. public company proxy vote

Powering proxy voting and governance for leading global tokenized trading platform

Delivering seamless, integrated platform for tokenized and crypto assets in Canada

Broadridge NYFIX routing crypto orders globally

$354B tokenized per day on Distributed ledger Repo platform, up 392% YoY

91% of proxy communications already digitized

Delivering fourth consecutive year of double-digit digital revenue growth

Serving over 6 million accounts with our flagship omnichannel Wealth in Focus platform

Expanding client partnerships to accelerate digital transitions

$800B+ in assets on AI-native custom voting policy engine for asset managers

Global Demand Model adopted by 23 top asset managers managing over $45T

25% efficiency gains on headcount through Agentic AI in Broadridge's managed services

Accelerating client onboarding with AI powered data mapping

Platform data layer enabling client AI

We have a clear plan for long-term growth

Driving Democratization and Digitization in Governance

Drive democratization in regulatory communications

Digitize communications

Leverage data for asset management

Simplify corporate governance

Simplifying Trading in Capital Markets

Optimize trading and connectivity

Simplify post-trade

Deliver transformation and innovation

Modernizing Wealth Management

Execute go-to market plan across multiple channels

Enhance and integrate component solutions

Deliver selective transformation opportunities

Investor Communication Solutions ("ICS")

We continue to extend our strong and growing Governance franchise

ICS Recurring Revenue

$2.7B

Avg. annual growth

11%

7% 8%

12%

$0.7B

$0.3B

$0.5B

$1.3B

FY'21 FY'22 FY'23 FY'24 FY'25

Note: Growth in constant currency. Information about our use of Non-GAAP measures and reconciliations to GAAP measures may be found on slides 45 - 58

We have a unique network and business model…

Public Companies & Funds

10,000+

Corporate issuers

30,000+

Mutual funds and ETFs

Broker-dealers & Wealth Managers Investors

1,000+

Banks and broker-dealers

200,000+

Financial advisors

150,000+

Institutional shareholders

200M+

Retail shareholder accounts

Regulatory Bodies & Trade Associations

Key volume drivers: position growth

EQUITY & MUTUAL FUND/ETF POSITION GROWTH

Equity2

Equity Revenue 1,2

MF / ETF 2

26%

18%

16%

11%

12%

10%

14%

10%

-2% -1%

FY'07 FY'08 FY'09 FY'10 FY'11 FY'12 FY'13 FY'14 FY'15 FY'16 FY'17 FY'18 FY'19 FY'20 FY'21 FY'22 FY'23 FY'24 FY'25

Represents equity position growth that is revenue-generating and excludes the growth of fractional non-revenue positions.

Reflects position growth processed during each fiscal year.

Sustainable fundamentals underscore consistent position growth

More Accounts per Investor

Positions per Account Growth

Industry Competition & Innovation

More Positions per Investor (5-7%)

Position Growth (~9%)

More Investors (2-4%)

Investing Population Growth

Market Participation Growth

Demographics

Population growth brings new investors

An increasing portion of the population invests

10-Yr Blended Average FY'16-25

Investors are opening more accounts

Investors steadily add more products to their accounts

Driving democratization and digitization in Governance

Enable

democratization

via next-gen Regulatory

Deliver Data-Driven

Fund Solutions

Simplify governance

for Issuers

Transform omni-channel

Customer Communications

GROWTH OPPORTUNITIES

Continued equity, mutual fund, and ETF position growth

Constant need for innovative compliance solutions

Global Distribution Insights

Retirement Technology and Analytics

Data and analytics capabilities

Regulatory composition and disclosure

Omni-channel engagement tools

Large omni-channel outsourcing opportunities

Demand for next-gen digital solutions

Global Technology & Operations ("GTO")

Broadridge is a leading technology provider for capital markets and wealth management

GTO Recurring Revenue

$1.8B

Avg. annual growth

11%

14%

$1.1B

$0.7B

FY'21 FY'22 FY'23 FY'24 FY'25

Note: Growth in constant currency. Information about our use of Non-GAAP measures and reconciliations to GAAP measures may be found on slides 45 - 58

Disclaimer

Broadridge Financial Solutions Inc. published this content on May 05, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 06, 2026 at 12:21 UTC.