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Broadridge Financial Solutions, Inc. (BR) Stock: Price, Forecast & Analyst Target

Broadridge Financial Solutions, Inc. (BR) — MoonshotScore 69/100 (Strong band), calculated Oct 4, 2026. Price $156.93 (-2.62%), as of the Oct 2, 2026 trading session; market cap $18.2B. Expected results Nov 3, 2026.

Educational signal · not a buy or sell recommendation · How to read this

Market value / cash and short-term investments: 45.17× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Nov 3, 2026

$156.93 −$4.22 (-2.62%) Market Cap $18.2B

Broadridge Financial Solutions, Inc. · BR · NYSE · Technology · Information Technology Services

Research dated 2026-09-12: Broadridge runs financial-market infrastructure that connects proxy distribution and voting, regulated communications, investor recordkeeping, and transaction processing from order capture through settlement. Recurring fee growth and operating leverage must keep outpacing regulatory-rule pressure while the company carries substantially more debt than readily available cash and investments.

Price as of Oct 2, 2026

Key Statistics

69 of 100

MoonshotScore v2 · Broadridge Financial Solutions (BR)

Strong
Business Quality Solid (75)
Financial Safety Okay (45)
Valuation Fair (71)
Growth Durability Growing (73)
Momentum Quiet (51)
Why this rating? Method, drivers & history

Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.

  • Business Quality — Is this a genuinely good business?
  • Financial Safety — Could this blow up on me?
  • Valuation — Am I paying a fair price?
  • Growth Durability — Is the growth real and likely to last?
  • Momentum — Is the market already moving on this?
The ten-second read ·

High quality and durable growth, at a cheap price, though the balance sheet is only middling. Business Quality: Solid; Financial Safety: Okay; Valuation: Fair; Growth Durability: Growing; Momentum: Quiet.

  • quarterly revenue $2.22B (Q4 FY2026, quarter ended Jun 2026)
  • EPS beat 8 of 8
  • expected results Nov 3, 2026

Helping: business quality, an attractive price, durable growth

What has the MoonshotScore done over time?

MoonshotScore snapshots recorded for BR (29 recorded, newest six shown)
RecordedScoreBand
69Strong
69Strong
70Strong
70Strong
70Strong
70Strong

The score was 69 in the stored Oct 3, 2026 snapshot and remains 69 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Valuation +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.

Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.

Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →

Price & valuation

Dates shown where recorded
MeasureValueAs of
Latest provided price$156.93
Change on the day-2.62%
52-week range$133.83–$238.73
Market capitalisation$18.2B
Price / earnings (trailing)16.20
Shares traded on the day741.6K
Beta (volatility vs the S&P 500)0.91
Dividends per share (last 12 months)$4.01
Dividend yield (last 12 months)2.56%

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Sep 5, 2025 to Oct 2, 2026: low $138, high $252, latest $157. 4 reported quarters marked, 4 above and 0 below the recorded estimate. 1 other dated event marked. $252 $138 high $252 Nov 4, 2025 · Earnings results · reported above the recorded estimate · close $2221Feb 3, 2026 · Earnings results · reported above the recorded estimate · close $1822Apr 30, 2026 · Earnings results · reported above the recorded estimate · close $1553Aug 4, 2026 · Earnings call · management outlook · no recorded estimate to compare · close $1674Aug 4, 2026 · Earnings results · reported above the recorded estimate · close $1675 Sep 5, 2025 Oct 2, 2026 · $157 $251Sep 5, 2025$241Sep 19, 2025$235Oct 3, 2025$229Oct 17, 2025$220Oct 31, 2025$226Nov 14, 2025$228Nov 28, 2025$230Dec 12, 2025$228Dec 26, 2025$223Jan 9, 2026$208Jan 23, 2026$182Feb 6, 2026$177Feb 20, 2026$197Mar 6, 2026$174Mar 20, 2026$161Apr 2, 2026$163Apr 17, 2026$155May 1, 2026$146May 15, 2026$154May 29, 2026$145Jun 12, 2026$138Jun 26, 2026$147Jul 10, 2026$149Jul 24, 2026$167Aug 7, 2026$182Aug 21, 2026$173Sep 4, 2026$163Sep 18, 2026$157Oct 2, 2026

Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.

Events behind the price

  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings call · management outlook
  • · Earnings results · above the recorded estimate

Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.

Upcoming events

As of

Dated events ahead, in order, not to scaleOct 5, 2026, Dividend payment date; Nov 3, 2026, Next results due. Spacing is order only and carries no duration.Oct 2, 20261Oct 5, 20262Nov 3, 2026
  1. Dividend payment dateCompany record
  2. Next results dueProvider estimate

Management outlook

  • We expect adjusted operating income margin of approximately 21%, up from 20.5% in fiscal '26.

    Ashima Ghei · Statement from

  • Fifth and last, as we look ahead to fiscal '27, we expect to drive another year of steady growth while continuing to fund our digital, agentic platform and tokenization investments.

    Timothy Gokey · Statement from

Chronological order, not a duration scale. Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.

Read management statements

Other perspectives

Council score for Broadridge Financial Solutions (BR): perspectives

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

5-Factor Breakdown

Growth Durability Moderate
Momentum Neutral
Business Quality Moderate
Financial Safety Neutral
Valuation Moderate

Legends Council

6 lenses, 0 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Dalio-style lens (simulated) Ray Dalio Favorable read
Griffin-style lens (simulated) Ken Griffin Favorable read
Simons-style lens (simulated) Jim Simons Neutral read
Englander-style lens (simulated) Izzy Englander Favorable read
Klarman-style lens (simulated) Seth Klarman Favorable read
Moon AI lens (model) Favorable read

Read on: Oct 3, 2026 · older than the 27 hours refresh window; not a current reading

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Neutral
Margin of Safety Fairly Valued
Profit Margin Moderate
Revenue Growth Neutral
Debt/Equity Negative
ROE Strong
Gross Margin Neutral

Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.

Readings on this page are from Oct 4, 2026, except a card that shows its own read date.

Watch the BR film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is Broadridge Financial Solutions (BR), and what does it report?

Short answer · as of

Broadridge does not merely sell software licenses or market data. Investor Communication Solutions processes proxy materials, voting, disclosures, tax reporting, corporate actions, and customer communications, while Global Technology and Operations supports trading, settlement, custody, compliance, portfolio accounting, and outsourced operations for financial institutions.

Research dated 2026-09-12.

Broadridge does not merely sell software licenses or market data. Investor Communication Solutions processes proxy materials, voting, disclosures, tax reporting, corporate actions, and customer communications, while Global Technology and Operations supports trading, settlement, custody, compliance, portfolio accounting, and outsourced operations for financial institutions.

Reported revenue therefore blends recurring fees with distribution revenue and event-driven activity. That mix matters because distribution includes pass-through economics, so a decline in reported revenue from that category can accompany better margins without signaling equivalent deterioration in the underlying service franchise.

Sources (as of 2026-09-12): Sector / industry (provider taxonomy); Business description; Revenue by segment; Management outlook — dated call excerpts

2 · Latest results

What do the latest results show for Broadridge Financial Solutions (BR)?

Short answer · as of

The most recent reported quarter, Q4 FY2026, carried revenue of $2.22B.

Research dated 2026-09-12.

The latest annual result extended an uninterrupted rise in revenue and net income across the periods presented. The latest reported quarter also improved revenue, operating profit, net income, and diluted earnings against the comparable prior period, with profit advancing faster than revenue; recent releases have cleared revenue and earnings expectations together.

Management expects Investor Communication Solutions growth to be led by regulatory revenue and continues funding digital, agentic-platform, and tokenization initiatives. It also says a regulatory change should eventually reduce pass-through distribution revenue and support reported margin, while creating a temporary drag on recurring growth that new solutions are intended to offset. Those statements describe the expected mechanism ahead, rather than proving the cause of the latest improvement.

Sources (as of 2026-09-12): Annual revenue and net result (USD millions); Quarterly income statement (USD thousands); Reported versus estimated, last 8 quarters; Revenue by segment; Management outlook — dated call excerpts

Where is operating spending going?

Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.

Latest quarter · revenue
$2.22B Jun 30, 2026
Latest quarter · SG&A
$306.60M Jun 30, 2026
Latest quarter · FMP standardized operating result
$546.20M Jun 30, 2026
Where is operating spending going? — FMP standardized evidence
Period endRevenueR&DSG&AFMP standardized operating result
Jun 30, 2026$2.22BNot available$306.60M$546.20M
Mar 31, 2026$1.95BNot available$267.40M$359.50M
Dec 31, 2025$1.71BNot available$265.20M$208.40M
Sep 30, 2025$1.59BNot available$233.90M$188.80M

USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.

Did results meet expectations?

Reported earnings and revenue alongside the estimates recorded by the provider.

Latest report · revenue
$2.22B Aug 4, 2026
Latest report · revenue estimate
$2.17B Aug 4, 2026
Latest report · revenue vs estimate
Above estimate Aug 4, 2026
Latest report · EPS vs estimate
Above estimate Aug 4, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Aug 4, 2026$2.22B$2.17B$3.8200$3.7600
Apr 30, 2026$1.95B$1.90B$2.7200$2.6000
Feb 3, 2026$1.71B$1.60B$1.5900$1.3400
Nov 4, 2025$1.59B$1.54B$1.5100$1.2500

Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter
PeriodRevenueNet incomeEPS
Q4 FY2026$2.22B$398M$3.44 (diluted)
Q3 FY2026$1.95B$276M$2.36 (diluted)
Q2 FY2026$1.71B$285M$2.42 (diluted)
Q1 FY2026$1.59B$165M$1.40 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for Broadridge Financial Solutions (BR)?

Short answer

Cash and short-term investments were $402.90M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $711.20M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.

Research dated 2026-09-12.

Broadridge combines rising annual profit with substantial operating cash generation and relatively modest capital expenditure. Cash flow is uneven within the fiscal cycle, but the latest period produced a strong inflow, liquidity ratios remain above parity, and the financial-quality and distress screens are favorable.

Leverage is the main balance-sheet constraint: debt materially exceeds cash and short-term investments even after longer-term investments are included. The dividend has increased from its recent level, but continued cash conversion matters because regulatory implementation could pressure recurring revenue while platform investment continues.

Sources (as of 2026-09-12): Annual revenue and net result (USD millions); Operating cash flow by quarter (USD millions); Cash, investments and debt; Cash and investment components; Cash and short-term investments over time (USD millions); Cash against market value; Trailing twelve-month ratio set; Distress and quality screens; Next scheduled dividend; Recent dividends paid; Management outlook — dated call excerpts

How much cash does the business generate or use?

Quarterly operating cash flow shows cash generated or used by operations.

Latest quarter · operating cash flow
$711.20M Jun 30, 2026
Previous quarter · operating cash flow
$301.10M Mar 31, 2026
How much cash does the business generate or use? — reported evidence
Period endOperating cash flowCapital expenditure (reported)
Jun 30, 2026$711.20M−$32.10M
Mar 31, 2026$301.10M−$13.60M
Dec 31, 2025$324.80M−$6.30M
Sep 30, 2025$42.30M−$15.20M

Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.

USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.

4 · What to check next?

What should you watch next at Broadridge Financial Solutions (BR)?

Short answer · as of

The next earnings report is expected on Nov 3, 2026.

Research dated 2026-09-12.

The next scheduled report should be read through the revenue mix. Watch recurring fee growth, especially regulatory revenue within Investor Communication Solutions, alongside distribution revenue and operating margin; weaker pass-through distribution can reduce reported sales while improving margin.

Also track whether new solutions offset the recurring-revenue drag management expects as clients implement the rule change, and whether spending on digital, agentic-platform, and tokenization initiatives coexists with the guided margin improvement. Quarterly operating cash flow deserves a full-cycle comparison because the historical pattern is sharply seasonal.

Sources (as of 2026-09-12): Next earnings report; Revenue by segment; Quarterly income statement (USD thousands); Operating cash flow by quarter (USD millions); Management outlook — dated call excerpts

What management is planning

Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.

  1. We expect adjusted operating income margin of approximately 21%, up from 20.5% in fiscal '26.

    Ashima Ghei ·

  2. Fifth and last, as we look ahead to fiscal '27, we expect to drive another year of steady growth while continuing to fund our digital, agentic platform and tokenization investments.

    Timothy Gokey ·

  3. Looking ahead to fiscal '27, we expect another year of strong and consistent growth in ICS, in line with our overall recurring revenue guidance and led by continued growth in regulatory revenues.

    Ashima Ghei ·

  4. Second, looking beyond fiscal '27, we expect the biggest impact will be a reduction in pass-through distribution revenues, which will have a positive impact on our reported adjusted operating income margin. Third, we anticipate a modest headwind to recurring revenue growth over a 2- to 3-year period as clients implement the rule change, which we expect to largely offset with new solutions.

    Ashima Ghei ·

5 · Peer comparison

How does Broadridge Financial Solutions compare with its peers?

Short answer

Broadridge Financial Solutions's score ranks 9th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.

Research dated 2026-09-12.

Broadridge joins activities that are often evaluated separately: shareholder communications and proxy voting sit alongside transaction processing, post-trade operations, wealth technology, custody support, and regulatory workflows. Its demand is tied less to generic technology projects than to regulated communications, investor events, account activity, and the operating workloads of financial institutions.

The mix also makes headline revenue less directly comparable with a software-only business. Recurring fees represent the largest revenue category, while distribution carries pass-through economics and event-driven revenue responds to corporate activity.

Sources (as of 2026-09-12): Business description; Revenue by segment; Management outlook — dated call excerpts

Peer set — price, market value and MoonshotScore
CompanyPriceMarket valueScore
Gartner, Inc. (IT) Same industry, near in market value$184.80 Oct 2, 2026$12.4B90 5-pillar Oct 4, 2026
Cognizant Technology Solutions Corporation (CTSH) Same industry, near in market value$58.51 Oct 2, 2026$26.4B88 5-pillar Oct 4, 2026
Infosys Limited (INFY) Same industry, near in market value$11.04 Oct 2, 2026$44.8B83 5-pillar Oct 4, 2026
Jack Henry & Associates, Inc. (JKHY) Same industry, near in market value$142.54 Oct 2, 2026$10.1B82 5-pillar Oct 4, 2026
CGI Inc. (GIB) Same industry, near in market value$70.19 Oct 2, 2026$15.0B78 5-pillar Oct 4, 2026
Jabil Inc. (JBL) Named competitor$304.41 Oct 2, 2026$31.9B73 5-pillar Oct 4, 2026
Wipro Limited (WIT) Named competitor$1.72 Oct 2, 2026$17.0B72 5-pillar Oct 4, 2026
Leidos Holdings, Inc. (LDOS) Named competitor$117.74 Oct 2, 2026$14.8B71 5-pillar Oct 4, 2026
Broadridge Financial Solutions (BR) — this page$156.93$18.2B69
CACI International Inc (CACI) Same industry, near in market value$615.04 Oct 2, 2026$13.6B65 5-pillar Oct 4, 2026
CDW Corporation (CDW) Same industry, near in market value$133.29 Oct 2, 2026$17.0B63 5-pillar Oct 4, 2026
Fiserv, Inc. (FISV) Same industry, near in market value$44.36 Oct 2, 2026$23.7B60 5-pillar Oct 4, 2026
Flex Ltd. (FLEX) Named competitor$116.61 Oct 2, 2026$43.1B55 5-pillar Oct 4, 2026

Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.

Screen more Technology stocks

The records behind this page

Analyst targets & estimates

What analysts have on file

Price target, low to high
$176.00 – $226.00
Consensus target
$199.00
Median target
$197.00

Consensus record · Captured .

Measured against a quoted price of $156.93 (as of Oct 2, 2026).

Insider activity

Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 24, 2026

Transactions
50
Identified insiders
15
Purchases
0
Sales
1
Other transactions
49

Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.

Who holds the shares?

Institutional ownership reported through 13F filings.

Institutional ownership
97.2% Period end Jun 30, 2026
Previous quarter · ownership
94.2% Prior to period end Jun 30, 2026
Reporting holders
1,035 Period end Jun 30, 2026
Previous quarter · holders
1,076 Prior to period end Jun 30, 2026
Who holds the shares? — reported evidence
Holders in provider snapshotShares
Blackrock, INC.10,762,454
Vanguard Capital Management LLC7,554,630
Vanguard Portfolio Management LLC6,099,941
State Street Corp5,713,387
Charles Schwab Investment Management INC3,699,796

Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.

Common Questions About BR (Technology)

Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.

What does ProxyEdge do for Broadridge clients?

ProxyEdge electronically delivers proxy materials and supports voting, placing it inside Broadridge’s broader investor-communications workflow for institutions and funds.

Sources (as of 2026-09-12): Business description

Why does Broadridge separate distribution revenue from recurring fees?

Distribution includes pass-through economics, while recurring fees better reflect ongoing service relationships. Management expects lower pass-through distribution revenue to reduce reported sales but improve reported operating margin.

Sources (as of 2026-09-12): Revenue by segment; Management outlook — dated call excerpts

How could the regulatory rule change affect Broadridge Investor Communication Solutions?

Management expects continued regulatory-revenue growth, followed by a temporary recurring-revenue headwind as clients implement the change. New solutions are intended to offset that pressure, while lower pass-through distribution revenue should help margin.

Sources (as of 2026-09-12): Management outlook — dated call excerpts

What makes Broadridge Global Technology and Operations different from ProxyEdge?

ProxyEdge handles electronic proxy delivery and voting. Global Technology and Operations supports transaction workflows from order capture and execution through confirmation, margin, clearing, settlement, reconciliation, custody, and portfolio operations.

Sources (as of 2026-09-12): Business description

What is the BR stock price today?

The last price recorded on this page for Broadridge Financial Solutions, Inc. (BR) is $156.93, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.

What is the BR price target?

The analyst consensus price target for Broadridge Financial Solutions, Inc. (BR) is $199.00 (range $176.00 to $226.00, median $197.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.

When are BR's next earnings?

The next earnings date listed on this page for Broadridge Financial Solutions, Inc. (BR) is Nov 3, 2026. Companies sometimes move report dates, so the company's own announcement is the final word on timing.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources (as of 2026-09-12): Business description; Revenue by segment; Quarterly income statement (USD thousands); Cash, investments and debt; Management outlook — dated call excerpts

Sources — records for every figure on this page (80 figures)

The 80 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

OFFICIAL — 2 facts from SEC filings and earnings calls

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
prod.outlookManagement outlook — call excerptsAshima Ghei (Aug 4, 2026): We expect adjusted operating income margin of approximately 21%, up from 20.5% in fiscal '26. Timothy Gokey (Aug 4, 2026): Fifth and last, as we look ahead to fiscal '27, we expect to drive another year of steady growth while continuing to fund our digital, agentic platform and tokenization investments. Ashima Ghei (Aug 4, 2026): Looking ahead to fiscal '27, we expect another year of strong and consistent growth in ICS, in line with our overall recurring revenue guidance and led by continued growth in regulatory revenues. Ashima Ghei (Aug 4, 2026): Second, looking beyond fiscal '27, we expect the biggest impact will be a reduction in pass-through distribution revenues, which will have a positive impact on our reported adjusted operating income margin. Third, we anticipate a modest headwind to recurring revenue growth over a 2- to 3-year period as clients implement the rule change, which we expect to largely offset with new solutions.OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.
id.hqSEC filing business addressLake Success, NYOFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "5 Dakota Drive, Lake Success, NY, 11042, US".

FMP — 69 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
px.lastLatest provided price$156.93FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T20:54:41.943Z.
px.changeChange on the day-2.62%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalisation$18.2BFMPFinancial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:02.000Z. Captured from FMP at 2026-10-04T20:54:40.897Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
px.change_absChange on the day, in dollars−$4.22FMPFinancial Modeling Prep (FMP) · quote
fin.q_revenueRevenue, Q4 FY2026$2.22BFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
px.range5252-week range$133.83–$238.73FMPFinancial Modeling Prep (FMP) quote
px.pePrice / earnings (trailing)16.20FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day741.6KFMPFinancial Modeling Prep (FMP) · quote
px.betaBeta0.91FMPFinancial Modeling Prep (FMP) company profile
id.ceoChief executiveTimothy C. GokeyFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
id.employeesEmployees16,000FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
fin.annualRevenue and net result by fiscal year5 fiscal years, FY2022 through FY2026: FY2022 revenue $5.71B, net result $539.10M; FY2023 revenue $6.06B, net result $630.60M; FY2024 revenue $6.51B, net result $698.10M; FY2025 revenue $6.89B, net result $839.50M; FY2026 revenue $7.48B, net result $1.12BFMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
fin.rev_mixReported revenue segmentsDistribution Revenue $2.25B · Event-Driven Revenue $348.10M · Recurring Fee Revenue $4.88BFMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
fin.gross_marginGross margin (trailing twelve months)31.8%FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.q_table.depth.2026-06-30.revenue_kRevenue — period end 2026-06-30$2.22BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.sga_kSG&A — period end 2026-06-30$306.60MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.operating_result_kFMP standardized operating result — period end 2026-06-30$546.20MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.revenue_kRevenue — period end 2026-03-31$1.95BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.sga_kSG&A — period end 2026-03-31$267.40MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.operating_result_kFMP standardized operating result — period end 2026-03-31$359.50MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.revenue_kRevenue — period end 2025-12-31$1.71BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.sga_kSG&A — period end 2025-12-31$265.20MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.operating_result_kFMP standardized operating result — period end 2025-12-31$208.40MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.revenue_kRevenue — period end 2025-09-30$1.59BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.sga_kSG&A — period end 2025-09-30$233.90MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.operating_result_kFMP standardized operating result — period end 2025-09-30$188.80MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
earn.history.depth.2026-08-04.revenue_actualRevenue · reported — report date 2026-08-04$2.22BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-04.revenue_estimatedRevenue · estimate — report date 2026-08-04$2.17BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-04.eps_actualEPS · reported — report date 2026-08-04$3.8200Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-04.eps_estimatedEPS · estimate — report date 2026-08-04$3.7600Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-30.revenue_actualRevenue · reported — report date 2026-04-30$1.95BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-30.revenue_estimatedRevenue · estimate — report date 2026-04-30$1.90BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-30.eps_actualEPS · reported — report date 2026-04-30$2.7200Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-30.eps_estimatedEPS · estimate — report date 2026-04-30$2.6000Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-03.revenue_actualRevenue · reported — report date 2026-02-03$1.71BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-03.revenue_estimatedRevenue · estimate — report date 2026-02-03$1.60BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-03.eps_actualEPS · reported — report date 2026-02-03$1.5900Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-03.eps_estimatedEPS · estimate — report date 2026-02-03$1.3400Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-04.revenue_actualRevenue · reported — report date 2025-11-04$1.59BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-04.revenue_estimatedRevenue · estimate — report date 2025-11-04$1.54BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-04.eps_actualEPS · reported — report date 2025-11-04$1.5100Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-04.eps_estimatedEPS · estimate — report date 2025-11-04$1.2500Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.q_tableQuarterly income statement4 quarters through Q4 FY2026FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed
fin.cash_investmentsCash and short-term investments$402.90MFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review.
fin.opcf_latestLatest-quarter operating cash flow$711.20MFMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate.
fin.long_term_investmentsLong-term investments (classification unverified)$391.40MFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.total_debtTotal debt$3.52BFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.price_to_bookPrice to book value6.35×FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.opcf.depth.2026-06-30.operating_cash_flow_mOperating cash flow — period end 2026-06-30$711.20MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.operating_cash_flow_mOperating cash flow — period end 2026-03-31$301.10MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-06-30.capex_mCapital expenditure (reported) — period end 2026-06-30−$32.10MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.capex_mCapital expenditure (reported) — period end 2026-03-31−$13.60MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.operating_cash_flow_mOperating cash flow — period end 2025-12-31$324.80MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.capex_mCapital expenditure (reported) — period end 2025-12-31−$6.30MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.operating_cash_flow_mOperating cash flow — period end 2025-09-30$42.30MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.capex_mCapital expenditure (reported) — period end 2025-09-30−$15.20MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
earn.pt_rangeAnalyst price target, low to high$176.00 – $226.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
earn.pt_consensusConsensus analyst price target$199.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
earn.pt_medianMedian analyst price target$197.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
own.insidersInsider transactions via FMP50 transactions · 0 purchases, 1 sales, 49 other transactions · 15 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 24, 2026FMPFinancial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
own.institutions.depth.ownership_pctInstitutional ownership97.2%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.ownership_pct_previous_quarterPrevious quarter · ownership94.2%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.institutions.depth.holdersReporting holders1,035FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.holders_previous_quarterPrevious quarter · holders1,076FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.top_holders.depth.holder_0.sharesBlackrock, INC. — shares in provider snapshot10,762,454FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_1.sharesVanguard Capital Management LLC — shares in provider snapshot7,554,630FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_2.sharesVanguard Portfolio Management LLC — shares in provider snapshot6,099,941FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_3.sharesState Street Corp — shares in provider snapshot5,713,387FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_4.sharesCharles Schwab Investment Management INC — shares in provider snapshot3,699,796FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.

UNRECORDED — 2 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.nextNext earnings dateNov 3, 2026UNRECORDEDStored earnings-calendar observation — Captured 2026-09-30
earn.historyReported versus estimated, recent quartersEPS beat 8 of 8UNRECORDEDStored earnings-history observation — Captured 2026-09-14 · Expired observation

COMPUTED — 5 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
fin.mcap_to_cashMarket value per dollar of cash and short-term investments45.17×—COMPUTEDComputed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $402.90M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio.
div.ttm_per_shareDividends per share, last 12 months (split-adjusted)$4.01COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-04, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate.
div.ttm_yieldDividend yield, last 12 months2.56%COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate.
earn.history.depth.2026-08-04.revenue_actual.comparisonLatest report · revenue vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($2.22B) with the recorded estimate ($2.17B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.
earn.history.depth.2026-08-04.eps_actual.comparisonLatest report · EPS vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($3.8200) with the recorded estimate ($3.7600) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.

OURS — 2 facts from Stock Expert AI's own score and rank

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
ours.moonshotMoonshotScore v269 of 100 · Strong · pillars 75 / 45 / 71 / 73 / 51OURSStock Expert AI MoonshotScore v2 engine
ours.moonshot_changeMoonshotScore movement69 (stored snapshot Oct 3, 2026) → 69 (current publication computed Oct 4, 2026) (0)OURSStock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive.

Fact-family notes

  1. Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs: fin.q_table.depth.2026-06-30.revenue_k, fin.q_table.depth.2026-06-30.sga_k, fin.q_table.depth.2026-06-30.operating_result_k, fin.q_table.depth.2026-03-31.revenue_k, fin.q_table.depth.2026-03-31.sga_k, fin.q_table.depth.2026-03-31.operating_result_k, fin.q_table.depth.2025-12-31.revenue_k, fin.q_table.depth.2025-12-31.sga_k, fin.q_table.depth.2025-12-31.operating_result_k, fin.q_table.depth.2025-09-30.revenue_k, fin.q_table.depth.2025-09-30.sga_k, fin.q_table.depth.2025-09-30.operating_result_k.
  2. Earnings-history note. Source series as of 2026-08-04. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs: earn.history.depth.2026-08-04.revenue_actual, earn.history.depth.2026-08-04.revenue_estimated, earn.history.depth.2026-08-04.revenue_actual.comparison, earn.history.depth.2026-08-04.eps_actual.comparison, earn.history.depth.2026-08-04.eps_actual, earn.history.depth.2026-08-04.eps_estimated, earn.history.depth.2026-04-30.revenue_actual, earn.history.depth.2026-04-30.revenue_estimated, earn.history.depth.2026-04-30.eps_actual, earn.history.depth.2026-04-30.eps_estimated, earn.history.depth.2026-02-03.revenue_actual, earn.history.depth.2026-02-03.revenue_estimated, earn.history.depth.2026-02-03.eps_actual, earn.history.depth.2026-02-03.eps_estimated, earn.history.depth.2025-11-04.revenue_actual, earn.history.depth.2025-11-04.revenue_estimated, earn.history.depth.2025-11-04.eps_actual, earn.history.depth.2025-11-04.eps_estimated.
  3. Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs: fin.opcf.depth.2026-06-30.operating_cash_flow_m, fin.opcf.depth.2026-03-31.operating_cash_flow_m, fin.opcf.depth.2026-06-30.capex_m, fin.opcf.depth.2026-03-31.capex_m, fin.opcf.depth.2025-12-31.operating_cash_flow_m, fin.opcf.depth.2025-12-31.capex_m, fin.opcf.depth.2025-09-30.operating_cash_flow_m, fin.opcf.depth.2025-09-30.capex_m.
Published
Research standards
Methodology · Editorial policy · Corrections

Sources used for research written 2026-09-12

Historical evidence preserved with this analysis. Current figures are listed separately above.

EvidenceCaptured valueSource dateSource typeSource
Business description
Broadridge Financial Solutions, Inc. delivers specialized technology and communication services designed for the financial sector. Its Investor Communication Solutions division is responsible for processing and disseminating proxy materials for equity securities and mutual funds, streamlining associated voting procedures. Furthermore, it circulates vital regulatory disclosures, details on class actions and corporate reorganizations, and comprehensive tax reporting services. Notable offerings include ProxyEdge, an electronic proxy delivery and voting system. The company also provides data-centric solutions and a holistic platform for content creation, management, and multi-channel delivery of regulatory, marketing, and transactional content, alongside mutual fund transaction processing and advanced data analysis tools. This segment offers tailored services for public companies and investment funds, encompassing support for SEC filings and capital market transactions, registrar functions, stock transfer, and meticulous record-keeping. It also develops integrated customer communication strategies, all powered by its Broadridge Communications Cloud platform for creating and managing client engagement. The Global Technology and Operations segment streamlines the entire transaction workflow, from initial order to final settlement, across a wide array of asset classes, such as equities, mutual funds, fixed income instruments, foreign exchange, and exchange-traded derivatives. Its services encompass areas like order capture and execution, trade confirmation, margin management, cash flow, clearance and settlement, reference data, reconciliations, securities financing, collateral management, asset servicing, regulatory compliance, portfolio accounting, and custody. This segment also provides outsourced business operations, sophisticated technological tools covering portfolio management, compliance adherence, fee billing, and overarching operational support, as well as specialized solutions for capital markets and wealth management firms. Established in 1962, the company maintains its headquarters in Lake Success, New York.
2026-09-12FMPFinancial Modeling Prep (FMP) company profile
Revenue by segment
Distribution Revenue: $2.25B; Event-Driven Revenue: $348.10M; Recurring Fee Revenue: $4.88B
2026-06-30FMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
Quarterly income statement (USD thousands)
Captured record · 8 entries
  • Quarter ended 2026-06-30 — EPS: $3.44 per share, SG&A: $306.60M, EPS basic: $3.46 per share, EPS basis: diluted, Revenue: $2.22B, EPS diluted: $3.44 per share, Net result: $398.00M, Gross profit: $852.90M, Operating result: $546.20M
  • Quarter ended 2026-03-31 — EPS: $2.36 per share, SG&A: $267.40M, EPS basic: $2.38 per share, EPS basis: diluted, Revenue: $1.95B, EPS diluted: $2.36 per share, Net result: $276.30M, Gross profit: $626.90M, Operating result: $359.50M
  • Quarter ended 2025-12-31 — EPS: $2.42 per share, SG&A: $265.20M, EPS basic: $2.44 per share, EPS basis: diluted, Revenue: $1.71B, EPS diluted: $2.42 per share, Net result: $284.60M, Gross profit: $473.60M, Operating result: $208.40M
  • Quarter ended 2025-09-30 — EPS: $1.4 per share, SG&A: $233.90M, EPS basic: $1.41 per share, EPS basis: diluted, Revenue: $1.59B, EPS diluted: $1.4 per share, Net result: $165.40M, Gross profit: $422.60M, Operating result: $188.80M
  • Quarter ended 2025-06-30 — EPS: $3.16 per share, SG&A: $271.20M, EPS basic: $3.19 per share, EPS basis: diluted, Revenue: $2.07B, EPS diluted: $3.16 per share, Net result: $374.20M, Gross profit: $769.80M, Operating result: $498.60M
  • Quarter ended 2025-03-31 — EPS: $2.05 per share, SG&A: $230.90M, EPS basic: $2.07 per share, EPS basis: diluted, Revenue: $1.81B, EPS diluted: $2.05 per share, Net result: $243.10M, Gross profit: $575.80M, Operating result: $344.90M
  • Quarter ended 2024-12-31 — EPS: $1.2 per share, SG&A: $232.80M, EPS basic: $1.22 per share, EPS basis: diluted, Revenue: $1.59B, EPS diluted: $1.2 per share, Net result: $142.40M, Gross profit: $443.40M, Operating result: $210.70M
  • Quarter ended 2024-09-30 — EPS: $0.68 per share, SG&A: $213.40M, EPS basic: $0.68 per share, EPS basis: diluted, Revenue: $1.42B, EPS diluted: $0.68 per share, Net result: $79.80M, Gross profit: $347.90M, Operating result: $134.40M
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements
Cash, investments and debt
Total debt: $3.52B; Liquidity basis: cash and short-term investments; Total liabilities: $6.10B; Cash and short-term investments: $402.90M; Cash and investments: $794.30M; Long-term investments: $391.40M; Long-term investments classification: unclassified

Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.

2026-06-30FMPFinancial Modeling Prep (FMP), from the company's balance sheet
Management outlook — dated call excerpts
Captured record · 4 entries
  • Call of 2026-08-04 — Quote: We expect adjusted operating income margin of approximately 21%, up from 20.5% in fiscal '26., Speaker: Ashima Ghei
  • Call of 2026-08-04 — Quote: Fifth and last, as we look ahead to fiscal '27, we expect to drive another year of steady growth while continuing to fund our digital, agentic platform and tokenization investments., Speaker: Timothy Gokey
  • Call of 2026-08-04 — Quote: Looking ahead to fiscal '27, we expect another year of strong and consistent growth in ICS, in line with our overall recurring revenue guidance and led by continued growth in regulatory revenues., Speaker: Ashima Ghei
  • Call of 2026-08-04 — Quote: Second, looking beyond fiscal '27, we expect the biggest impact will be a reduction in pass-through distribution revenues, which will have a positive impact on our reported adjusted operating income margin. Third, we anticipate a modest headwind to recurring revenue growth over a 2- to 3-year period as clients implement the rule change, which we expect to largely offset with new solutions., Speaker: Ashima Ghei

Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.

2026-08-04OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP)
Sector / industry (provider taxonomy)
Technology / Information Technology Services

The company's SEC filings classify it under SIC 7389 — Services-Business Services, NEC.

2026-09-12FMPFinancial Modeling Prep (FMP) company profile
Annual revenue and net result (USD millions)
Captured record · 5 entries
  • FY2026 — R&D: $0, Revenue: $7.48B, Period end: 2026-06-30, Net result: $1.12B
  • FY2025 — R&D: $0, Revenue: $6.89B, Period end: 2025-06-30, Net result: $839.50M
  • FY2024 — R&D: $0, Revenue: $6.51B, Period end: 2024-06-30, Net result: $698.10M
  • FY2023 — R&D: $0, Revenue: $6.06B, Period end: 2023-06-30, Net result: $630.60M
  • FY2022 — R&D: $0, Revenue: $5.71B, Period end: 2022-06-30, Net result: $539.10M
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
Reported versus estimated, last 8 quarters
Captured record · 8 entries
  • Reported 2026-08-04 — EPS actual: $3.82 per share, EPS estimated: $3.76 per share, Revenue actual: $2.22B, Revenue estimated: $2.17B
  • Reported 2026-04-30 — EPS actual: $2.72 per share, EPS estimated: $2.6 per share, Revenue actual: $1.95B, Revenue estimated: $1.90B
  • Reported 2026-02-03 — EPS actual: $1.59 per share, EPS estimated: $1.34 per share, Revenue actual: $1.71B, Revenue estimated: $1.60B
  • Reported 2025-11-04 — EPS actual: $1.51 per share, EPS estimated: $1.25 per share, Revenue actual: $1.59B, Revenue estimated: $1.54B
  • Reported 2025-08-05 — EPS actual: $3.55 per share, EPS estimated: $3.5 per share, Revenue actual: $2.06B, Revenue estimated: $2.06B
  • Reported 2025-05-01 — EPS actual: $2.44 per share, EPS estimated: $2.41 per share, Revenue actual: $1.81B, Revenue estimated: $1.86B
  • Reported 2025-01-31 — EPS actual: $1.56 per share, EPS estimated: $1.49 per share, Revenue actual: $1.59B, Revenue estimated: $1.56B
  • Reported 2024-11-05 — EPS actual: $1 per share, EPS estimated: $0.97 per share, Revenue actual: $1.42B, Revenue estimated: $1.48B
2026-08-04FMPFinancial Modeling Prep (FMP) earnings
Operating cash flow by quarter (USD millions)
Captured record · 8 entries
  • Quarter ended 2026-06-30 — Capital expenditure: -$32.10M, Operating cash flow: $711.20M
  • Quarter ended 2026-03-31 — Capital expenditure: -$13.60M, Operating cash flow: $301.10M
  • Quarter ended 2025-12-31 — Capital expenditure: -$6.30M, Operating cash flow: $324.80M
  • Quarter ended 2025-09-30 — Capital expenditure: -$15.20M, Operating cash flow: $42.30M
  • Quarter ended 2025-06-30 — Capital expenditure: -$36.40M, Operating cash flow: $699.70M
  • Quarter ended 2025-03-31 — Capital expenditure: -$11.50M, Operating cash flow: $360.40M
  • Quarter ended 2024-12-31 — Capital expenditure: -$8.80M, Operating cash flow: $236.70M
  • Quarter ended 2024-09-30 — Capital expenditure: -$7.90M, Operating cash flow: -$125.50M
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements
Cash and investment components
Total basis: cash short and long-term investments; Total: $794.30M; Cash and short-term investments: $402.90M; Long-term investments: $391.40M; Long-term investments classification: unclassified

Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures.

2026-06-30COMPUTEDComputed from the balance sheet
Cash and short-term investments over time (USD millions)
Captured record · 8 entries
  • 2026-06-30 — Amount: $402.90M, Cash basis: cash and short-term investments
  • 2026-03-31 — Amount: $304.80M, Cash basis: cash and short-term investments
  • 2025-12-31 — Amount: $371.50M, Cash basis: cash and short-term investments
  • 2025-09-30 — Amount: $290.80M, Cash basis: cash and short-term investments
  • 2025-06-30 — Amount: $561.50M, Cash basis: cash and short-term investments
  • 2025-03-31 — Amount: $289.90M, Cash basis: cash and short-term investments
  • 2024-12-31 — Amount: $290.60M, Cash basis: cash and short-term investments
  • 2024-09-30 — Amount: $292.80M, Cash basis: cash and short-term investments
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's quarterly balance sheets
Cash against market value
As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$3.11B; Total debt: $3.52B; Cash and investments: $402.90M

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them.

2026-06-30COMPUTEDComputed from the balance sheet and the latest market capitalization
Trailing twelve-month ratio set
Quick ratio: 1.21; Current ratio: 1.24; Debt to equity: 1.24; Net margin: 15%; Gross margin: 31.8%; Operating margin: 17.4%; Return on assets: 12.6%; Return on equity: 40.2%

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero.

2026-09-12FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm
Distress and quality screens
Altman Z-score: 4.07; Piotroski F-score: 8

Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading.

2026-09-12FMPFinancial Modeling Prep (FMP) financial scores
Next scheduled dividend
Ex date: 2026-09-03; Declared on: 2026-08-03; Record date: 2026-09-03; Payment date: 2026-10-05; Amount per share: $1.09

Amount is per share as declared, before any withholding. Owning the share before the ex-date is what carries entitlement.

2026-08-03FMPFinancial Modeling Prep (FMP) dividend calendar
Recent dividends paid
Captured record · 4 entries
  • Ex date: 2026-09-03, Payment date: 2026-10-05, Amount per share: $1.09
  • Ex date: 2026-06-12, Payment date: 2026-07-02, Amount per share: $0.98
  • Ex date: 2026-03-16, Payment date: 2026-04-08, Amount per share: $0.98
  • Ex date: 2025-12-12, Payment date: 2026-01-05, Amount per share: $0.98

Declared amounts per share on their ex-dates. A single payment does not establish an annual rate, and a special dividend is not separated here.

2026-09-03FMPFinancial Modeling Prep (FMP) dividend history
Next earnings report
Date: 2026-11-03; EPS estimate: $1.37 per share; Revenue estimate: $1.65B

The date is our provider's estimate until the company confirms it.

2026-09-12FMPFinancial Modeling Prep (FMP) earnings calendar
Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.