BRBroadridge Financial Solutions
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $1.56Beat
- vs $1.37 expected on Nov 3
- Stock move on it
- −0.25%
- one session
- Typical move
- ±3.6%
- average over 2 reports
- Price
- $191.50
- −0.70% today · $16.4B cap
Past and upcoming reports
2
| Nov 3, 2026 | Sep 30, 2026 | Time not given | $1.37 | Beat$1.56 | −0.25% |
| Aug 4, 2026 | Jun 30, 2026 | Time not given | $3.75 | Beat$3.82 | +7.04% |
After the report
Aug 4, 2026 report
This covers the Aug 4, 2026 report. The Nov 3, 2026 numbers are in the table above.
Broadridge beat EPS estimates as valuation remained discounted, but contract conversion is the key forward test.
Broadridge reported fiscal fourth-quarter EPS of $3.82 versus $3.75 estimated, while shares reached $166.44, up 1.03% on August 7. The 30-90 day thesis depends on contract conversion sustaining recurring growth within the 6%-8% forecast range.
Reported against expected
Reported EPS was $3.82 for the fiscal quarter ended June 30, 2026, beating the $3.75 estimate by $0.07, or 1.87%.
Guidance
Explicit post-earnings guidance was not provided. available intelligence cited a 6%-8% recurring-growth forecast and warned that slow record-sales conversion could pressure fiscal 2027 earnings.
How the stock reacted
Event-day and subsequent two-day reaction data were unavailable. the latest price was $166.44, up $1.69, or 1.03%, on August 7.
What changed
Fiscal-fourth-quarter EPS reached $3.82, beating the $3.75 estimate by 1.87%.
What the price now assumes
The August 7 gain to $166.44 reflects support despite RSI 77.65 and price remaining below the 200-day SMA.
What it means for the business
Maintain a constructive bias. upgrade only if contract conversion supports recurring growth within the forecast 6%-8% range.
The next one to three months, as we saw it then
Better case35%
Contract conversion progresses, recurring growth stays within or above the 6%-8% forecast, and the 17.82 TTM P/E permits re-rating.
Base case40%
The EPS beat supports earnings stability, but growth near the 6%-8% forecast and RSI above 77 constrain near-term upside.
Worse case25%
Slow conversion of record sales pushes recurring growth below 6%, weakening fiscal 2027 confidence despite the reported EPS beat.
If you hold it
Hold unless recurring growth falls below 6% or contract-conversion progress weakens fiscal 2027 earnings confidence.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.