BRBROADRIDGE FINANCIAL SOLUTIONS, INC.
Services-Business Services, NEC
- Revenue
- $7.5B
- 8.5% YoY
- Operating margin
- 17.4%
- 0.8% YoY
- EBITDA
- $1.3B
- 9.4% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.2×
- $2.9B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear120% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear78% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired42% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $5.7B | $6.1B | $6.5B | $6.9B | $7.5B | 8.5% |
| Operating income | $760M | $936M | $1.0B | $1.2B | $1.3B | 9.4% |
| Net income | $539M | $631M | $698M | $840M | $1.1B | 34% |
| Operating cash flow | $444M | $823M | $1.1B | $1.2B | $1.3B | 15% |
| Capex | $29M | $38M | $57M | $44M | $67M | 53% |
| Stock-based comp | $68M | $73M | $71M | $73M | $94M | 28% |
| Buybacks | $23M | $24M | $485M | $135M | $604M | 348% |
| Dividends | $291M | $331M | $368M | $402M | $444M | 10% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $1M · 1
- Open-market sells, 12 mo
- $400K · 1
- Net
- $631K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $19M | −$10M | 93 | 73 |
| FY2025 | $17M | $30M | 161 | 123 |
| FY2024 | $14M | $22M | 128 | 104 |
| FY2023 | $12M | $18M | 106 | 89 |
| FY2022 | $10M | $9M | 90 | 82 |