Broadridge Financial Solutions, Inc. · NYSE:BR
Broadridge Financial Solutions — Investor Presentation (May 2026)
59 slides from Broadridge Financial Solutions's investor presentation, May 6, 2026
Slide 1: Powering and transforming financial markets
Powering and transforming financial markets Investor Presentation May 2026 EXHIBIT 99.1
Slide 2: Forward-Looking Statements
2 Forward-Looking Statements This presentation and other written or oral statements made from time to time by representatives of Broadridge Financial Solutions, Inc. ("Broadridge" or the "Company") contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform A
Slide 3: Use of Non-GAAP financial Measures, KPIs and foreign exchange rates
3 Use of Non-GAAP financial Measures, KPIs and foreign exchange rates Use of Non-GAAP Financial Measures This presentation includes certain Non-GAAP financial measures including Adjusted Operating income, Adjusted Operating income margin, Adjusted Net earnings, Adjusted earnings per share (“EPS”), F
Slide 4: Broadridge is powering and transforming financial services
4 Broadridge is powering and transforming financial services Unique network and business model with a clear growth strategy across our three franchises Platform-based model with recurring revenue structure creates unique value for clients and investors Steady and consistent earnings growth and capit
Slide 5: Long track record of delivering growth and shareholder value
5 Broadridge has a long track record of delivering growth and shareholder value Total Revenue ($B) 10% Recurring Revenue CAGR 13% Adjusted EPS CAGR (Non-GAAP) 19% Annualized TSR Note: Information about our use of Non-GAAP measures and reconciliations to GAAP measures may be found on slides 45-58. TS
Slide 6: We have a unique network and business model
6 We have a unique network and business model Regulatory Bodies & Trade Associations Broker-dealers & Wealth Managers Investors Public Companies & Funds 10,000+ Corporate issuers 1,000+ Banks and broker-dealers 30,000+ Mutual funds and ETFs 200,000+ Financial advisors 150,000+ Institutional sharehol
Slide 7: Powering a scale business at the intersection of financial services
7 Powering a scale business at the intersection of financial services Wealth Managers 30,000+ Mutual funds and ETFs 120,000+ Institutional shareholders 170M+ Retail shareholder accounts Capital Markets Firms Asset Managers Corporate Issuers • 15 largest U.S. wealth providers • 30% U.S. advisors for
Slide 8: We serve a $225B addressable market of which $60B+ is vended
8 We serve a $225B addressable market of which $60B+ is vended Source: McKinsey & Co. Governance Capital Markets Wealth & IM $25B $24B Broadridge Vended Addressable Market 27%73% Total Addressable Market $12B $225B $60BBR Vended
Slide 9: Our growth is underpinned by secular demand drivers
9 Our growth is underpinned by secular demand drivers Digitization of communications Acceleration of trading Democratization of investing Data and artificial intelligence Regulation Governance Capital Markets Wealth & IM
Slide 10: We have aligned our business around these long-term drivers
10 We have aligned our business around these long-term drivers Extend Governance 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 t
Slide 11: Broadridge is driving innovation at scale
11 Leading Tokenization Driving Digitization • 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 acceler
Slide 12: We have a clear plan for long-term growth
12 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-tra
Slide 13: Investor Communication Solutions (ICS)
Investor Communication Solutions (“ICS”)
Slide 14: We continue to extend our strong and growing Governance franchise
14 FY'21 FY'22 FY'23 FY'24 FY'25 We continue to extend our strong and growing Governance franchise $2.7B ICS Recurring Revenue Avg. annual growth 8% 11% Regulatory Data-Driven Fund Solutions Issuer Customer Communications 7% 12% 05% Note: Growth in constant currency. Information about our use of Non
Slide 15: We have a unique network and business model…
15 We have a unique network and business model… Regulatory Bodies & Trade Associations Broker-dealers & Wealth Managers Investors Public Companies & Funds 10,000+ Corporate issuers 1,000+ Banks and broker-dealers 30,000+ Mutual funds and ETFs 200,000+ Financial advisors 150,000+ Institutional shareh
Slide 16: Key volume drivers: position growth
16 Equity Equity Revenue MF / ETF 0% 2% -2% -1% 0% 1% 2% 8% 7% 3% 8% 11% 6% 10% 26% 18% 9% 6% 16% 12% 9% 9% 3% 6% 9% 9% 11% 11% 8% 4% 4% 10% 9% 2% 10% 14% 8% 3% 7% 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 Key volume drivers: po
Slide 17: Sustainable fundamentals underscore consistent position growth
17 Sustainable fundamentals underscore consistent position growth Position Growth (~9%) More Positions per Investor (5-7%) More Investors (2-4%) Investing Population Growth Market Participation Growth Population growth brings new investors An increasing portion of the population invests Demographics
Slide 18: Driving democratization and digitization in Governance
18 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 • Glob
Slide 19: Global Technology & Operations (GTO)
Global Technology & Operations (“GTO”)
Slide 20: Leading technology provider for capital markets and wealth management
20 FY'21 FY'22 FY'23 FY'24 FY'25 Broadridge is a leading technology provider for capital markets and wealth management $1.8BGTO Recurring Revenue Avg. annual growth 11% 7% Capital Markets Wealth & Inv. Mgmt. 14% Note: Growth in constant currency. Information about our use of Non-GAAP measures and re
Slide 21: Capital Markets: technology powers the entire trade lifecycle
21 Capital Markets: Broadridge technology powers the entire trade lifecycle Initiate order Buy-side Sell-side Middle-office Lifecycle Events • Trade Confirmation • Allocation of Trade to Sub-accounts • Trade Validation Middle-office Matching and Allocation Market Participants Back-office Lifecycle E
Slide 22: Component based ecosystem redefining wealth management technology
22 Component based ecosystem with open architecture that redefines wealth management technology Flexible, scalable platform designed to help firms drive innovation and perform more efficiently Delivers digital, modernized advisor capabilities with easy integration through published APIs Integrated t
Slide 23: Executing a clear growth strategy across Capital Markets and Wealth Management
23 GROWTH OPPORTUNITIES We are executing a clear growth strategy across Capital Markets and Wealth Management • Personalizing the investor experience • Optimizing advisor productivity • Digitizing operations • Optimizing trading and connectivity • Simplifying post-trade • Delivering transformation a
Slide 24: A financial model powering sustainable long-term growth with high returns
A financial model powering sustainable long-term growth with high returns
Slide 25: Strong business and financial model positioned for sustainable long-term growth
25 Broadridge’s strong business and financial model is positioned to drive sustainable, long-term growth Recurring Revenue Balanced Capital Allocation TSR Adjusted EPS ~100% Free cash flow conversion and mid-to-high teen ROIC 7-9% Sustainable growth (5-8% organic) 8-12% Steady and consistent growth
Slide 26: Steady earnings growth and capital return resulting in compounding TSR
26 Jun-15 Jun-16 Jun-17 Jun-18 Jun-19 Jun-20 Jun-21 Jun-22 Jun-23 Jun-24 Jun-25 Broadridge S&P 500 Note: Information about the use of Non-GAAP measures and reconciliations to GAAP measures may be found on slides 45 – 58 Our steady and consistent earnings growth and capital return has resulted in a c
Slide 27: Model begins with Recurring revenue growth
27 65% RECURRING DISTRIBUTION EVENT-DRIVEN $6.9B FY’25 TOTAL REVENUE REVENUE COMPOSITION RECURRING REVENUE GROWTH Growth in constant currency Note: Information about our use of Non-GAAP measures and reconciliations to GAAP measures may be found on slides 45 – 58. FY’24 Recurring revenue reflects a n
Slide 28: Organic Recurring revenue growth of 5-8% for FY'24-FY'26
28 The demand for our products and secular tailwinds supports organic Recurring revenue growth of 5-8% for FY’24-FY’26 RECURRING REVENUE GROWTH RECURRING REVENUE GROWTH DRIVERS Beginning Recurring revenue Closed Sales Client Losses Internal Growth Acquisitions Ending Recurring revenue 5-7pts (2)pts
Slide 29: Long history of expanding margins
29 10 40 80 120 40 60 60 110 20 50 FY'16 FY'17 FY'18 FY'19 FY'20 FY'21 FY'22 FY'23 FY'24 FY'25 20.5% FY'16 FY'25 AOI MARGIN EXPANSION HISTORY (bps; NON-GAAP) 50 bps Avg Annual Expansion Target 10 Year average Annual AOI margin expansion 60 bps Broadridge has a long history of being able to expand ma
Slide 30: Operating leverage through scale, digital growth and cost efficiency
30 Broadridge generates operating leverage through scale, higher- margin digital growth and cost efficiency, allowing us to fund growth investments while delivering margin expansion RECURRING REVENUE GROWTH EARNINGS GROWTH BALANCED CAPITAL ALLOCATION Scale Digital Expense Mgt & Efficiency Investment
Slide 31: Investments are a key part of our financial model
31 Investments are a key part of our financial model. We invest in high return opportunities that enable us to sustain a high level of Recurring revenue growth RECURRING REVENUE GROWTH CAPEX Client Platform Investment OPEX Medium Term Long Term Product Enhancement Digital (e.g. InFocus) DLR Sales &
Slide 32: Committed to strong and balanced capital stewardship
32 We are committed to strong and balanced capital stewardship… M&A Internal Investment Dividend Share repurchase Maintain investment grade Drive ~100% FCF conversion, monetize recent investments, return ROIC to mid-high teens Capital Allocation Priorities Fund high return internal investments G
Slide 33: Model has consistently delivered on its three-year objectives
33 This model has consistently delivered on its three-year objectives over multiple cycles CAGR 3-YEAR OBJECTIVES FY’24 – FY’26 FY’24 RESULTS FY’25 RESULTSFY’14 – FY’17 FY’17 – FY’20 FY’20 – FY’23 Organic Recurring revenue growth1 5% 5% 8% 5 – 8% 6% 5% Recurring revenue growth 7%2 7% 11%3 7 – 9% 6%
Slide 34: Q3 Fiscal Year 2026 results
Q3 Fiscal Year 2026 results Broadridge
Slide 35: Key messages as of April 30, 2026 earnings call
35 Key messages as of April 30, 2026 earnings call Broadridge delivered strong third quarter results, including 6% Recurring revenue growth constant currency, and Adjusted EPS growth of 11% Broadridge continues to execute on its strategy to democratize and digitize governance, simplify and innovate
Slide 36: Fiscal Year 2026 guidance
36 Fiscal Year 2026 guidance as of April 30, 2026 earnings call FY’26 GUIDANCE UPDATES Recurring revenue growth constant currency (Non-GAAP) At or above 7% Raised from Higher end of 5-7% Adjusted Operating income margin (Non-GAAP) 20 – 21% No Change Adjusted earnings per share growth (Non-GAAP) 10 –
Slide 37: Summary financial results
37 Summary financial results THIRD QUARTER $ in millions, except per share data 2026 2025 Inc./(Dec.) Recurring revenues $1,288 $1,204 7% Total revenues 1,954 1,812 8% Operating income 359 345 4% Adjusted Operating income (Non-GAAP) 421 405 4% Diluted earnings per share $2.36 $2.05 15% Adjusted earn
Slide 38: Third quarter 2026 segment Recurring revenues
38 $209 $65 $126 $399 Q3'25 Q3'26 Third quarter 2026 segment Recurring revenues Regulatory Customer Comms. Data-Driven Fund Solutions Issuer 8% 5% 8% 9% ICS RECURRING REVENUES GTO RECURRING REVENUES $800 $ in millions; growth in constant currency +8% +3% Information about our use of Non-GAAP measure
Slide 39: Key volume drivers: position and trade growth
39 5% 7% 3% 11% 15% 18% 12% 17% 15% 11% 14% 7% 11% 11% (1%) 6% 6% 5% 6% 7% 2% 15% 6% Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Key volume drivers: position and trade growth 11% 15% 10% 13% 14% 14% 17% 11% 16% INTERNAL TRADE GROWTH EQUITY & MUTUAL FUND/ETF POSITION GROWTH 1. Q3’25 equity
Slide 40: Operating income margin and Adjusted Operating income margin
40 18.1% 18.7% 19.8% 20.0% FY'21 FY'22 FY'23 FY'24 FY'25 FY'26 Guidance Operating income margin and Adjusted Operating income margin 15.4% 15.6% 17.3%18.4%19.0% Q3'25 Q3'26 +60 bps +110 bps OPERATING INCOME MARGIN ADJUSTED OPERATING INCOME MARGIN (NON- GAAP) 21.5% +20 bps 22.4% Information about our
Slide 41: Closed sales
41 FY'21 FY'22 FY'23 FY'24 FY'25 FY'26 Guidance Closed sales $ in millions $342 YTD'25 YTD'26 $174 $147 $288 $246 CLOSED SALES $280 $240 – $290 $231
Slide 42: Free cash flow and conversion
42 84% 48% 90% 102% 104% FY'21 FY'22 FY'23 FY'24 FY'25 FY'26 (E) 100%+ Free cash flow $ in millions YTD’26 FREE CASH FLOW FISCAL YEAR FREE CASH FLOW CONVERSION 1. Information about our use of Non-GAAP measures and reconciliations to GAAP measures may be found on slides 45 – 58 2. Free cash flow conv
Slide 43: Capital allocation
43 $331 $331 FY'21 FY'22 FY'23 FY'24 FY'25 FY'26 (E) SELECT USES OF CAPITAL YTD’26 TOTAL CAPITAL RETURNS Capital allocation $ in millions, except per share data $2.30 $2.56 $2.90 $3.20 $3.52 $3.90 6% 11% 13% 10% 10% 11% DIVIDENDS PER SHARE 1. Includes Software purchases and capitalized internal use
Slide 44: Explanation of Non-GAAP measures and reconciliation of GAAP to Non-GAAP measures
Explanation of Non-GAAP measures and reconciliation of GAAP to Non-GAAP measures
Slide 45: Non-GAAP measures
45 Non-GAAP measures Explanation and Reconciliation of the Company’s Use of Non-GAAP Financial Measures The Company’s results in this presentation are presented in accordance with U.S. generally accepted accounting principles ("GAAP") except where otherwise noted. In certain circumstances, results h
Slide 46: Non-GAAP measures
46 Non-GAAP measures We exclude Acquisition and Integration Costs, Restructuring and Other Related Costs, Gains or Losses on Digital Assets, Litigation Settlement Charges, Russia-Related Exit Costs, Real Estate Realignment and Covid- 19 Related Expenses, Investment Gains, the Software Charge, and Ga
Slide 47: Reconciliation of GAAP to Non-GAAP measures (Unaudited)
47 Reconciliation of GAAP to Non-GAAP measures (Unaudited) Global Technology and Operations Capital Markets Wealth and Investment Management Total Recurring revenue growth (GAAP) 2% 10% 5% Impact of foreign currency exchange (2%) (3%) (3%) Recurring revenue growth constant currency (Non-GAAP) (0%) 8
Slide 48: Reconciliation of GAAP to Non-GAAP measures (Unaudited)
48 Reconciliation of GAAP to Non-GAAP measures (Unaudited) Global Technology and Operations Capital Markets Wealth and Investment Management Total Recurring revenue growth (GAAP) 6% 14% 9% Impact of foreign currency exchange (2%) (1%) (2%) Recurring revenue growth constant currency (Non-GAAP) 4% 13%
Slide 49: Reconciliation of GAAP to Non-GAAP measures (Unaudited)
49 Fiscal Year Ended June 30, 2025 Investor Communication Solutions Regulatory Data-Driven Fund Solutions Issuer Customer Comms. Total Recurring revenue growth (GAAP) 7% 6% 5% 5% 6% Impact of foreign currency exchange 0% 0% 0% 0% 0% Recurring revenue growth constant currency (Non-GAAP) 7% 5% 5% 5% 6
Slide 50: Reconciliation of GAAP to Non-GAAP measures (Unaudited)
50 Reconciliation of GAAP to Non-GAAP measures (Unaudited) Fiscal Year Ended June 30, 2024 Investor Communication Solutions Regulatory Data-Driven Fund Solutions Issuer Customer Comms. Total Recurring revenue growth (GAAP) 5% 8% 7% 1% 5% Impact of foreign currency exchange 0% 0% 0% 0% 0% Recurring r
Slide 51: Reconciliation of GAAP to Non-GAAP measures (Unaudited)
51 Reconciliation of GAAP to Non-GAAP measures (Unaudited) Fiscal Year Ended June 30, 2023 Investor Communication Solutions Regulatory Data-Driven Fund Solutions Issuer Customer Comms. Total Recurring revenue growth (GAAP) 6% 11% 12% 9% 8% Impact of foreign currency exchange 0% 1% 0% 0% 0% Recurring
Slide 52: Operating income reconciliation (Unaudited)
52 (Unaudited) Three Months Ended March 31, Nine Months Ended March 31, Fiscal Year Ended June 30, Dollars in millions 2026 2025 2026 2025 2025 2024 2023 2022 2021 Operating income (GAAP) $359.5 $344.9 $754.3 $689.9 $1,188.6 $1,017.1 $936.4 $759.9 $678.7 Adjustments: Amortization of Acquired Intangi
Slide 53: Reconciliation of GAAP to Non-GAAP measures
53 Reconciliation of GAAP to Non-GAAP measures Fiscal Year Ended June 30, Dollars in millions 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Operating Income (GAAP) $1,188.6 $1,017.1 $936.4 $759.9 $678.7 $624.9 $652.7 $598.1 $534.0 $502.3 $468.5 Adjustments: Amortization of Acquired Intangib
Slide 54: Adjusted earnings per share reconciliation (Unaudited)
54 (Unaudited) Three Months Ended March 31, Nine Months Ended March 31, Dollars in millions, except per share amounts 2026 2025 2026 2025 Diluted earnings per share (GAAP) $2.36 $2.05 $6.18 $3.93 Adjustments: Amortization of Acquired Intangibles and Purchased Intellectual Property 0.45 0.41 1.32 1.2
Slide 55: Restructuring and other related costs footnotes
55 (a) Restructuring and Other Related Costs for the fiscal year ended June 30, 2025 consists of severance and other costs related to the closure of substantially all operations of a production facility. Costs incurred are not reflected in segment profit and are recorded within Corporate and Other.
Slide 56: Adjusted earnings per share reconciliation, fiscal years (Unaudited)
56 (Unaudited) Fiscal Year Ended June 30, Dollars in millions, except per share amounts 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Diluted earnings per share (GAAP) $7.10 $5.86 $5.30 $4.55 $4.65 $3.95 $4.06 $3.56 $2.70 $2.53 $2.32 Adjustments: Amortization of Acquired Intangibles and Pur
Slide 57: Free cash flow and Adjusted Net earnings reconciliation (Unaudited)
57 (Unaudited) Nine Months Ended March 31, Fiscal Year Ended June 30, Dollars in millions 2026 2025 2025 2024 2023 2022 2021 Net cash flows from operating activities (GAAP) $ 668.2 $ 471.6 $1,171.3 $1,056.2 $823.3 $443.5 $640.1 Capital expenditures and Software purchases and capitalized internal use
Slide 58: Reconciliation of GAAP to Non-GAAP measures: Fiscal year 2026 guidance
58 Reconciliation of GAAP to Non-GAAP measures: Fiscal year 2026 guidance Fiscal Year 2026 FY26 Recurring revenue growth Impact of foreign currency exchange (a) (1%) - 0% Recurring revenue growth constant currency (Non-GAAP) 7% FY26 Adjusted Operating income margin (b) Operating income margin % (GAA
Slide 59: Contact
Contact Investor Relations broadridgeir@broadridge.com
Broadridge Financial Solutions — Investor Presentation (May 2026) on 6ix