Broadridge Financial Solutions (BR) UBS Financial Services Conference 2026 summary

Strategic positioning and growth

• Positioned at the intersection of capital markets, wealth management, asset management, and corporate issuers, enabling innovation at scale in financial services.

• Scaled from 3,000 to 15,000 associates and $2.5B to $22B market cap since 2010, driven by trends like democratization of investing and trading acceleration.

• Processes $15T in trades and $400B in tokenized assets daily, serving 28 of 29 globally significant financial institutions.

• Focused investments in democratization of investing, shareholder engagement, AI, and acceleration of trading.

• Targets a $60B vended and $160B unvended market, leveraging operational resilience and network scale.

Financial model and performance

• Organic growth guidance of 5-7%, with 1-2% from M&A, targeting 7-9% recurring revenue growth.

• Operating leverage as a technology company supports 8-12% earnings growth guidance, with 1% share buybacks and 2% dividend yield.

• Margins are impacted by passthrough revenue; adjusted margins are about 30%, with room for further expansion as scale increases.

• Margin growth of ~50bps per year, focusing on long-term earnings growth over margin management.

Innovation and technology

• Leading in tokenization, with $400B daily processed in digital assets and a roadmap to expand to public ledgers and new asset classes.

• AI initiatives include predictive analytics for asset management, custom policy engines for proxy voting, and enhanced investor communications.

• AI-driven productivity improvements in back-office operations, with a 20% gain last year and a clear roadmap for further gains.

• Differentiates from SaaS peers by providing core market infrastructure, not just workflow overlays.