Director Product Management

Broadridge Financial Solutions reported fourth-quarter fiscal 2026 results that exceeded expectations. Adjusted earnings reached $3.82 per share, beating the Zacks Consensus Estimate of $3.75 by 1.9% and rising 7.6% year over year. Total revenues of $2.22 billion surpassed the consensus estimate of $2.17 billion by 2.1% and grew 7.5% from the prior year. Recurring revenues increased 8% to $1.54 billion, whilst closed sales jumped 39% to $158.3 million. The company's Investor Communication Solutions segment saw revenues rise 8% to $1.73 billion. Global Technology and Operations recurring revenues increased 5% to $487.5 million. Operating income grew 10% to $546.2 million, with the operating margin expanding 50 basis points to 24.6%.

Broadridge Financial Solutions Q4 earnings call highlights. August 4, 2026 Key points. * Fiscal 2026 results were strong: Broadridge reported 8% constant-currency recurring-revenue growth to $4.9 billion and a 12% increase in adjusted EPS to $9.60. Fourth-quarter sales were a record $158 million, bringing the full-year total to $305 million. * Fiscal 2027 guidance calls for continued growth: The company expects recurring-revenue growth of 6% to 8% and adjusted EPS growth of 8% to 12%, supported by a $470 million sales backlog and projected $25 million in AI-driven productivity gains. * Broadridge is expanding capital returns and digital capabilities: The board raised the annual dividend 12% to $4.36 per share and increased the buyback authorization to $1.5 billion, while the company advances AI, tokenized-asset platforms and digital communications. * MarketBeat previews the top five stocks to own by September 1st. Broadridge Financial Solutions NYSE: BR reported fiscal 2026 recurring revenue growth of 8% on a constant-currency basis and a 12% increase in adjusted earnings per share, as the company cited demand for governance, capital-markets and wealth-management technology alongside investments in artificial intelligence and tokenized-market infrastructure. Adjusted EPS for the year rose to $9.60, while recurring revenue reached $4.9 billion. Fourth-quarter recurring revenue increased 8% on a constant-currency basis to $1.5 billion, and adjusted EPS rose 8% to $3.82. The company closed a record $158 million in sales during the fourth quarter, bringing full-year closed sales to $305 million. "The real story of fiscal 2026 is that Broadridge is delivering today, building for tomorrow," Chief Executive Officer Tim Gokey said, pointing to the company's work in digital communications, agentic AI and tokenized assets. Fiscal 2027 outlook and capital returns. For fiscal 2027, Broadridge guided for constant-currency recurring revenue growth of 6% to 8% and adjusted EPS growth of 8% to 12%. The outlook includes expected organic growth of 5% to 7%, with acquisitions contributing another percentage point to recurring revenue growth. Chief Financial Officer Ash Ghei said the company's $470 million closed-sales backlog, up $40 million from the prior year, provides visibility into growth in fiscal 2027 and 2028. Broadridge expects closed sales of $290 million to $330 million in fiscal 2027. The company forecast adjusted operating income margin of about 21%, compared with 20.5% in fiscal 2026. It expects $25 million of AI-driven productivity gains during fiscal 2027, primarily in its technology organization, which it plans to use to support investments and earnings growth. Broadridge generated $1.2 billion in free cash flow during fiscal 2026, up 17% year over year, representing 110% of adjusted earnings. The company repurchased a record $600 million of shares and paid $443 million in dividends. Its board approved a 12% increase in the annual dividend to $4.36 per share and increased the share-repurchase authorization to $1.5 billion. Gokey said the company expects to maintain balanced capital allocation, including internal investment, dividends, selective acquisitions and share repurchases. He said Broadridge views its shares as a compelling value at current levels and anticipates "continued healthy levels" of repurchases while retaining capacity for tuck-in acquisitions. Segment performance. Investor Communication Solutions, or ICS, recurring revenue rose 8% for the full year and 10% in the fourth quarter. Regulatory revenue increased 12% for the year and 14% in the fourth quarter, supported by equity and fund position growth. Fourth-quarter equity position growth was 17%, including 14% growth in revenue-generating positions, while fund positions grew 7%. Data-Driven Fund Solutions revenue grew 4% for the full year and 7% in the fourth quarter. Issuer revenue increased 8% in both periods. Customer Communications revenue rose 5% for the year, including 14% growth in digital revenue, though it grew 1% in the fourth quarter as a contribution from the Signal acquisition offset lower print volumes. Global Technology and Operations, or GTO, revenue grew 7% for the year and 5% in the fourth quarter. Capital-markets revenue increased 5% for the full year and 7% in the quarter, with the recently acquired CQG contributing three percentage points to fourth-quarter growth. Wealth and investment-management revenue rose 10% for the full year and 1% in the quarter; excluding lower term-license revenue, fourth-quarter growth was 5%. Broadridge expects GTO revenue growth to fall at the higher end of its overall recurring-revenue guidance range in fiscal 2027, partly due to the CQG acquisition. Digital delivery, AI and tokenization. The company said its proxy-communications digitization rate is nearing 95%, while fund communications are 80% digital. Gokey said Broadridge views the Securities and Exchange Commission's proposed electronic-delivery rule as a potential catalyst for digital-first client communications, although Ghei said the company expects no fiscal 2027 impact from the proposal. Looking beyond fiscal 2027, Ghei said the rule could reduce pass-through distribution revenue and create a modest recurring-revenue growth headwind over two to three years as clients implement changes. He said Broadridge expects to largely offset that effect with new digital solutions and does not anticipate a significant impact on adjusted earnings growth. Broadridge also emphasized its expansion in tokenized securities and digital assets. Its Distributed Ledger Repo platform processed $360 billion in tokenized repo transactions daily in June, up threefold from May 2025, according to Gokey. The company expects platform volume to rise 50% by December as it onboards additional Tier 1 banks. The company announced governance relationships with synthetic tokenized-equity issuer Ondo and infrastructure provider Alpaca, while noting that it completed what it described as the first on-chain voting for tokenized equities with Galaxy. Broadridge is also launching DLX, a multi-asset tokenization and digital-asset platform that will extend its DLR capabilities to equities, funds, alternatives and money-market instruments. Gokey said platform-enabled AI and next-generation products, including shareholder engagement, digital communications and DLR, rose 60% and represented nearly 40% of closed sales during fiscal 2026. He added that Broadridge's sales pipeline was up by more than one-third from a year earlier, with about half of the pipeline now platform enabled. About Broadridge Financial Solutions (NYSE:BR). Broadridge Financial Solutions is a global fintech company that provides technology-driven solutions and outsourcing services to the financial services industry. The firm's core offerings center on investor communications, securities processing and post-trade services, and technology platforms that support capital markets and wealth management operations. Broadridge positions itself as a provider of mission-critical infrastructure that helps financial institutions manage regulatory requirements, investor engagement and operational complexity. Products and services include proxy and shareholder communications, investor disclosure and digital communications, proxy voting and tabulation, clearing and settlement support, trade processing and reconciliation, and a range of software-as-a-service platforms for wealth and asset managers. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Broadridge Financial Solutions, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Broadridge Financial Solutions wasn't on the list. While Broadridge Financial Solutions currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. With the proliferation of data centers and electric vehicles, the electric grid will only get more strained. Download this report to learn how energy stocks can play a role in your portfolio as the global demand for energy continues to grow.

SS&C Powers First Plus' Cross-Border Ops in APAC. SS&C Powers First Plus' Cross-Border Ops in APAC - First Plus Asset Management (FPAM) announced it will rely on SS&C's integrated investment-operations platform to run transfer agency, order management, execution and accounting across Asia, supporting roughly $200 million in assets under management. First Plus, a mid-size multi-asset manager that has been expanding its footprint in Southeast Asia, signed a multi-year agreement with SS&C Technologies to outsource the back-office of its cross-border funds. The deal gives FPAM access to SS&C's cloud-native suite that stitches together transfer agency, order-routing, trade-capture and investor-accounting into a single workflow. In practice, the technology pulls trade data from local exchanges, reconciles it against custodial records, and automatically updates investor balances in real time, while complying with each jurisdiction's reporting rules. The move is more than a convenience. According to a 2024 Gartner survey, 68 % of asset managers consider "end-to-end operational integration" a top priority for scaling internationally. SS&C's platform promises to reduce manual reconciliation time by up to 45 % and cut operational risk tied to fragmented legacy systems. For First Plus, the immediate benefit is a leaner operating model that lets portfolio managers focus on alpha generation rather than paperwork. From a technology standpoint, the solution leans heavily on API-first architecture and micro-services that can be spun up in any of SS&C's regional data centers. The integration layer supports Open Banking standards, enabling FPAM to pull settlement confirmations from banks in Singapore, Hong Kong and Thailand without custom adapters. Automation engines apply rule-based validation to trade files, flagging exceptions before they hit the ledger. The platform's reporting engine also feeds data into popular analytics tools such as Microsoft Power BI and Salesforce Financial Services Cloud, giving senior managers a unified view of performance and compliance. Why does this matter for the broader fintech ecosystem? First, it validates the growing demand for "global-first" operational platforms that can handle multiple regulators, currencies and tax regimes without a patchwork of point solutions. Second, it underscores the shift toward SaaS-based fund administration, a segment IDC projects will exceed $12 billion in annual revenue by 2028. Competing vendors like Broadridge, Northern Trust and Temenos are all racing to bundle similar capabilities, but SS&C's advantage lies in its existing relationships with custodians and its deep integration with legacy accounting engines. For enterprise marketing teams within asset managers, the partnership signals a new lever for client acquisition. A modern, compliant operations backbone can be marketed as a "risk-free onboarding" promise, shortening the sales cycle for high-net-worth investors who demand transparent reporting. Moreover, the data-rich environment enables personalized communications through platforms such as Adobe Experience Cloud or HubSpot, turning operational data into targeted content that highlights fund performance, fee structures and ESG metrics. Technology in action. SS&C's platform uses RESTful APIs to route orders from FPAM's front-office OMS to regional clearing houses. Real-time settlement data is then fed into an automated accounting ledger that reconciles investor balances nightly. The transfer agency module, now live in Thailand, handles KYC updates, dividend processing and tax reporting with a single click. Competitive landscape. While Broadridge offers a comparable "Enterprise Fund Services" suite, its on-premise focus can limit rapid scaling in emerging markets. Temenos' "WealthSuite" provides strong client-facing features but still requires third-party adapters for multi-currency trade capture. SS&C's all-cloud, single-tenant architecture positions it as a more flexible alternative for managers that need to launch new fund structures across borders within weeks rather than months. Implications for marketing and sales. The integrated data lake created by SS&C can be exported to programmatic ad campaigns on platforms like Google Ads and LinkedIn, where compliance-driven messaging is a regulatory requirement. Market landscape. The APAC asset-management market is projected to grow at a CAGR of 9 % through 2030, driven by rising wealth in China, Indonesia and Vietnam. However, the region remains fragmented, with each country enforcing its own securities-settlement and tax reporting standards. According to Forrester, 55 % of mid-size managers cite cross-border compliance as a barrier to growth. Cloud-native platforms that can abstract these differences are therefore becoming a strategic necessity. SS&C's expansion into Thailand aligns with a broader trend of fintech firms establishing local data residency to satisfy regulatory mandates while still offering a global service layer. Top insights. * Integrated SaaS platforms can cut manual reconciliation time by up to 45 %, accelerating fund launch cycles. * APAC's fund-admin market is expected to reach $12 B by 2028, creating space for cloud-first providers. * Asset managers that expose operational data to marketing automation tools see a 20 % lift in investor-acquisition efficiency. * Open Banking APIs are now a baseline requirement for cross-border trade settlement in Singapore, Hong Kong and Thailand. * SS&C's model demonstrates how a single-tenant cloud architecture can meet diverse regulatory regimes without custom code. * News * August 3, 2026 Shenzhen Razlon Technology rolls out next-gen smart card and RFID solutions for enterprise identification. Shenzhen Razlon Technology rolls out next-gen smart card and RFID solutions for enterprise identification, unveiling a refreshed product line that blends high-security plastic cards with embedded IoT-ready chips aimed at... * News * August 3, 2026 Argus Unveils SAF Emissions Reduction Indexes to Benchmark Aviation Carbon Costs. Argus Unveils SAF Emissions Reduction Indexes to Benchmark Aviation Carbon Costs, a new suite of assessments that quantifies the cost of sustainable aviation fuel against carbon market obligations, giving airlines...