BR

EX-99.1

2 ex991earningsrelease4q2026.htm

EX-99.1

Document

EXHIBIT 99.1

Broadridge Reports Fourth Quarter and Fiscal Year 2026 Results

Fiscal Year 2026 Recurring revenues grew 8% on a reported and constant currency basis

Diluted EPS was $9.60 and Adjusted EPS grew 12% to $9.60

Closed sales rose to $305 million

Raising annual dividend by 12% to $4.36, 20th consecutive annual dividend increase

Fiscal year 2027 guidance calls for 6-8% Recurring revenue growth constant currency and 8-12% Adjusted EPS growth

NEW YORK, N.Y., August 4, 2026 - Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the fourth quarter ended and fiscal year 2026. Results compared with the same period last year were as follows:

Summary Financial Results Fourth Quarter Fiscal Year

Dollars in millions, except per share data

20262025Change20262025Change

Recurring revenues$1,542$1,4248%$4,878$4,5088%

Constant currency growth (Non-GAAP)8%8%

Total revenues$2,220$2,0657%$7,477$6,8899%

Operating income$546$49910%$1,301$1,1899%

Margin24.6%24.1%17.4%17.3%

Adjusted Operating income (Non-GAAP)$598$5587%$1,535$1,4119%

Margin (Non-GAAP)26.9%27.0%20.5%20.5%

Diluted EPS $3.44$3.169%$9.60$7.1035%

Adjusted EPS (Non-GAAP)$3.82$3.558%$9.60$8.5512%

Closed sales$158$11439%$305$2886%

“Broadridge is delivering strong results today while positioning our company for an exciting digital, agentic, and tokenized future,” said Tim Gokey, Broadridge’s CEO.

“Fiscal year 2026 Recurring revenue growth constant currency was 8%, Adjusted EPS grew 12%, and Closed sales topped $305 million. Strong Free cash flow conversion of 110% helped drive record share repurchases. As a result, we achieved our three-year Recurring revenue and Adjusted EPS growth objectives for the fifth consecutive cycle.

“We are building the infrastructure for the markets of tomorrow,” Mr. Gokey continued. “We are enabling Governance solutions for tokenized assets, reinventing shareholder engagement, and digitizing communications. We are transforming collateral management and integrating tokenized assets into our Wealth and Capital Markets platforms. Across Broadridge, we are leaning into Agentic AI to drive growth and productivity.

“Our fiscal year 2027 guidance calls for another year of strong financial performance, with 6-8% Recurring revenue growth constant currency, 8-12% Adjusted EPS growth, Free cash flow conversion greater than 100%, and Closed sales of $290-330 million. I’m also pleased to announce that our Board has approved a 12% increase in our annual dividend to $4.36 per share, marking the fourteenth double-digit increase in the past fifteen years,” Mr. Gokey concluded.

1

Fiscal Year 2027 Financial Guidance

Recurring revenue growth constant currency (Non-GAAP) 6 - 8%

Adjusted Operating income margin (Non-GAAP)~21%

Adjusted Earnings per share growth (Non-GAAP)8 - 12%

Free cash flow conversion (Non-GAAP)100%+

Closed sales$290 - $330 million

Financial Results for Fourth Quarter Fiscal Year 2026 compared to Fourth Quarter Fiscal Year 2025

•Total revenues increased 7% to $2,220 million from $2,065 million.

◦Recurring revenues increased $119 million, or 8%, to $1,542 million. Recurring revenue growth constant currency (Non-GAAP) was 8%, driven by organic growth in Investor Communication Solutions (“ICS”) and Global Technology and Operations (“GTO”) and acquisitions in ICS and GTO.

◦Event-driven revenues decreased $8 million, or 10%, to $71 million, primarily due to lower mutual fund proxy revenues.

◦Distribution revenues increased $44 million, or 8%, to $606 million, driven primarily by postage rate increases of approximately $32 million.

•Operating income was $546 million, an increase of $48 million, or 10%. Operating income margin increased to 24.6%, compared to 24.1% for the prior year period.

◦Adjusted Operating income was $598 million, an increase of $40 million, or 7%. Adjusted Operating income margin was 26.9% compared to 27.0% for the prior year period.

•Interest expense, net was flat at $27 million, compared to the prior year period.

•The effective tax rate was 23.7% compared to 20.6% in the prior year period. The change in effective tax rate for the three months ended June 30, 2026 was primarily driven by a decrease in discrete tax benefits.

•Net earnings increased 6% to $398 million and Adjusted Net earnings increased 5% to $442 million.

◦Diluted earnings per share increased 9% to $3.44, compared to $3.16 in the prior year period, and

◦Adjusted earnings per share increased 8% to $3.82, compared to $3.55 in the prior year period.

Segment and Other Results for Fourth Quarter Fiscal Year 2026 compared to Fourth Quarter Fiscal Year 2025

ICS

•Total revenues were $1,732 million, an increase of $132 million, or 8%.

◦Recurring revenues increased $96 million, or 10%, to $1,055 million. Recurring revenue growth constant currency (Non-GAAP) was 10%, driven by 6pts of Internal Growth, 3pts of Net New Business, and 1pt

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): February 3, 2026

BROADRIDGE FINANCIAL SOLUTIONS, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-33220 33-1151291

(State or other jurisdiction of incorporation) (Commission file number) (I.R.S. Employer Identification No.)

5 Dakota Drive Lake SuccessNew York11042

(Street Address)(City)(State)Zip Code

Registrant’s telephone number, including area code: (516) 472-5400

N/A (Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨ Securities registered pursuant to Section 12(b) of the Act: Title of Each Class: Trading Symbol Name of Each Exchange on Which Registered:

Common Stock, par value $0.01 per share BR New York Stock Exchange

Item 2.02. Results of Operations and Financial Condition.

On February 3, 2026, Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”) issued a press release (“Press Release”) announcing its financial results for the second quarter of fiscal year 2026 ended December 31, 2025. On February 3, 2026, the Company also posted an Earnings Webcast & Conference Call Presentation (the “Earnings Presentation”) on the Company’s Investor Relations website at www.broadridge-ir.com.

Copies of the Press Release and Earnings Presentation are being furnished as Exhibits 99.1 and 99.2, attached hereto, respectively. The information furnished pursuant to Items 2.02 and 9.01, including Exhibits 99.1 and 99.2, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section, and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act.

Forward-Looking Statements

This current report on Form 8-K may contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Statements that are not historical in nature and which may be identified by the use of words such as “expects,” “assumes,” “projects,” “anticipates,” “estimates,” “we believe,” “could be,” “on track,” and other words of similar meaning, are forward-looking statements. These statements are based on management’s expectations and assumptions and are subject to risks and uncertainties that may cause actual results to differ materially from those expressed. Factors that could cause actual results to differ materially from those contemplated by the forward-looking statements include: •changes in laws and regulations affecting Broadridge’s clients or the services provided by Broadridge; •Broadridge’s reliance on a relatively small number of clients, the continued financial health of those clients, and the continued use by such clients of Broadridge’s services with favorable pricing terms; •a material security breach or cybersecurity attack affecting the information of Broadridge’s clients; •declines in participation and activity in the securities markets; •the failure of Broadridge’s key service providers to provide the anticipated levels of service; •a disaster or other significant slowdown or failure of Broadridge’s systems or error in the performance of Broadridge’s services; •overall market, economic and geopolitical conditions and their impact on the securities markets; •the success of Broadridge in retaining and selling additional services to its existing clients and in obtaining new clients; •Broadridge’s failure to keep pace with changes in technology and demands of its clients; •competitive conditions; •Broadridge’s ability to attract and retain key personnel; and •the impact of new acq