Company Dossier · Industrials
Broadridge Financial Solutions
- S&P 500
- Russell 1000
What Broadridge Financial Solutions is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $7.48 billion, up 8.6% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $1.28 billion, up 13% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.07 billion, up 75% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to June 30, 2026: $0.60 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to June 30, 2026: $2.02 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 4, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed August 4, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q2 2026: $0.3 million on the open market.SEC Form 4
- 1,024 institutional managers reported a position at June 30, 2026 (−40 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 25 (35 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Broadridge Financial Solutions is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Retrenching · Confident
Expanding ↔ Retrenching
Retrenching
- Capital spending88th pct
- Debt raised89th pct
- Buybacks vs capex10th pct
- Hiring filings5th pct
- Deals and private raises48th pct
- Patent publications5th pct
Confident ↔ Hedging
Confident
- Call sentiment88th pct
- Call confidence87th pct
- Guidance changes28th pct
- Risk factors added69th pct
- Insider open-market trades38th pct
- + Call sentiment
- + Call confidence
- − Guidance changes
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver23rd pct
- Stress filings50th pct
Credit
How these are built →Broadridge Financial Solutions's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$3.3B
- Due within a year $0.0B
- Longer term $3.3B
- Default point $1.6B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
$0.5B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| May 4, 2026 | $500M | 5.750% | 2036 (10y) | +135bp | 5.790% |
From the pricing term sheets Broadridge Financial Solutions filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (DALY CONSULTING GROUP)third_quarter 2026 · $0.1 million
- Oct 6, 2026Patent
- Sep 22, 2026Patent
- Aug 4, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Jul 28, 2026LobbyingLobbying report (DALY CONSULTING GROUP)second_quarter 2026 · $0.1 million
- Jul 27, 2026LobbyingLobbying report (DALY CONSULTING GROUP)second_quarter 2025 · $0.1 million
- Jun 10, 20268-KDirector or officer changeItem 5.02
- May 19, 2026Patent
- May 15, 20268-KMaterial agreement signedItem 1.01
- May 6, 20268-KMaterial agreement signedItem 1.01
- Apr 17, 2026LobbyingLobbying report (DALY CONSULTING GROUP)first_quarter 2026 · $0.1 million
- Feb 3, 20268-KDirector or officer changeItem 5.02
- Jan 21, 2026LobbyingLobbying report (DALY CONSULTING GROUP)fourth_quarter 2025 · $0.1 million
- Nov 14, 20258-KShareholder vote resultsItem 5.07
- Oct 23, 2025LobbyingLobbying report (DALY CONSULTING GROUP)third_quarter 2025 · $0.1 million
- Oct 21, 2025Patent
- Aug 25, 20258-KMaterial agreement signedItem 1.01
- Aug 21, 20258-KMaterial agreement signedItem 1.01
- Aug 5, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Jul 9, 2025LobbyingLobbying report (DALY CONSULTING GROUP)second_quarter 2025 · $0.1 million
- Jul 2, 2025LobbyingLobbying report (LXR GROUP)second_quarter 2025 · $0.0 million
- May 20, 2025Patent
- Dec 16, 20248-KDirector or officer changeItem 5.02
- Dec 13, 20248-KMaterial agreement signedItem 1.01
- Nov 15, 20248-KShareholder vote resultsItem 5.07
- Aug 6, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Genpact G | $5.3B | $0.6B | Jun 30, 2026 |
| Western Union WU | $3.9B | $0.6B | Jun 30, 2026 |
| EXL Service EXLS | $2.2B | $0.3B | Mar 31, 2026 |
| Knight-Swift KNX | $7.5B | — | Mar 31, 2026 |
| Science Applications International Corp SAIC | $7.4B | $0.6B | Jul 31, 2026 |
| Masco MAS | $7.7B | $0.9B | Mar 31, 2026 |
| Primoris Services Corporation PRIM | $7.3B | $0.1B | Jun 30, 2026 |
| Watsco WSO | $7.3B | $0.7B | Jun 30, 2026 |