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Jun 30, 2025
Broadridge Q4 2025 Earnings Report
Broadridge reported strong financial results for the fourth quarter and fiscal year 2025, with significant growth in recurring revenues, operating income, and diluted EPS.
Key Takeaways
Broadridge delivered robust performance in Q4 2025, with total revenues increasing by 6% to $2,065 million and diluted EPS growing by 16% to $3.16. The company saw strong recurring revenue growth, particularly in Global Technology and Operations, and announced an 11% increase in its annual dividend.
Total revenues increased by 6% to $2,065 million in Q4 2025 compared to the prior year.
Diluted EPS rose by 16% to $3.16, and Adjusted EPS increased by 1% to $3.55.
Recurring revenues grew by 7% to $1,424 million, driven by Net New Business and Internal Growth.
The Board approved an 11% increase in the annual dividend to $3.90 per share, marking the 19th consecutive annual dividend increase.
Revenue by Segment
Forward Guidance
Broadridge anticipates continued growth in fiscal year 2026, with recurring revenue growth of 5-7% constant currency and adjusted EPS growth of 8-12%.
Positive Outlook
- Recurring revenue growth constant currency is projected to be between 5% and 7%.
- Adjusted EPS growth is expected to be in the range of 8% to 12%.
- Adjusted Operating income margin is guided to be between 20% and 21%.
- Closed sales are projected to be between $290 million and $330 million.
- On track to deliver on three-year top- and bottom-line growth objectives.
Challenges Ahead
- Impact of foreign currency exchange on recurring revenue growth is projected to be negative 0.5% to 0%.
- GAAP diluted EPS growth is expected to be higher than Adjusted EPS growth (13-18% vs 8-12%).
- Amortization of Acquired Intangibles and Purchased Intellectual Property, and Acquisition and Integration Costs will impact GAAP EPS by approximately $1.30 per share.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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