NEW YORK, Feb. 16, 2024 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) announced that its Board of Directors has declared a quarterly cash dividend of $0.80 per share. The dividend is payable April 5, 2024 to stockholders of record at the close of business on March 15, 2024. About Broadridge Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to ...

金融顾问营销策略信心 - 美国金融顾问对于营销策略的信心下降至五年来最低水平，仅有20%的顾问拥有明确的营销策略[1] 数字营销策略挑战与成功因素 - 金融顾问在数字营销策略方面面临时间和专业知识不足的挑战，但通过个性化内容和AI等新技术取得成功[2] 沟通对金融顾问增长的影响 - 频繁、有意义的沟通是金融顾问增长的驱动力，与客户定期沟通的顾问更有信心实现目标[3] 个性化内容和AI在客户转化中的作用 - 个性化内容的金融顾问更有可能将社交媒体潜在客户转化为客户，使用生成式AI，花更多时间在营销上，拥有明确的营销策略和产生更多网站潜在客户[4]

Broadridge Financial Solutions, Inc. (BR) reported impressive second-quarter fiscal 2024 results, with both earnings and revenues beating the Zacks Consensus Estimate. Adjusted earnings of 92 cents per share beat the consensus mark by 4.6% and increased 1% year over year. Total revenues of $1.41 billion beat the consensus mark by 0.9% and were up 9% year over year. Recurring revenues of $899 million increased 7% year over year on a reported basis and 6% on a constant currency basis. Shares of the company ha ...

财务数据和关键指标变化 - 公司第二季度经常性收入增长6%,达到8.99亿美元,全部为有机增长 [39][40] - 调整后营业利润率为12.4%,同比下降100个基点,主要受到分销收入和浮动收入的影响 [50][51] - 调整后每股收益增长1%至0.92美元 [39] 各条业务线数据和关键指标变化 - 投资者沟通解决方案(ICS)经常性收入增长6%,主要受益于新客户销售、持仓增长和浮动收入 [40][41] - 监管收入增长8%,受益于基金和股票持仓的健康增长 [41] - 数据驱动的基金解决方案收入增长9%,受益于退休和工作场所产品的浮动收入增长以及数据和分析产品的增长 [41] - 发行人收入增长15%,受益于注册股东解决方案的浮动收入增长和披露解决方案的强劲销售 [41] - 客户通讯收入持平,数字业务强劲增长抵消了打印业务的下降 [41] - 资本市场解决方案(GTO)经常性收入增长8%,资本市场收入增长10%,主要受益于新销售和股票及固定收益交易量的增长 [42][43] - 财富及投资管理收入增长4%,UBS合同带来的收入增长被E-Trade过渡到摩根士丹利平台的影响所抵消 [42][43] 各个市场数据和关键指标变化 - 股票持仓增长6%,主要受益于托管账户的双位数增长和自主账户的温和增长 [45] - 基金和ETF持仓增长5%,被动基金增长放缓被主动基金增长所抵消 [45][46] - 交易量整体增长12%,固定收益交易量强劲增长带动了资本市场收入的增长 [46][47] 公司战略和发展方向及行业竞争 - 公司正在执行民主化投资、数字化通讯、交易加速、数据和AI的重要性不断提高以及监管环境变化等长期趋势 [28][29] - 公司正在利用AI技术推出OpsGPT等解决方案,帮助客户提高运营效率和降低复杂性 [20][21][29] - 公司在客户通讯业务方面正在实施从打印向高毛利数字化转型的策略,预计未来几年将实现低个位数的收入增长和双位数的利润增长 [96][97] - 公司在财富管理业务方面正在大力拓展,已建立200多万美元的销售管道,并成功转化了部分客户 [90][91][92][93] 管理层对经营环境和未来前景的评论 - 管理层表示,尽管地缘政治挑战和不确定性很明显,但公司的高度经常性和抗风险的业务模式使其更具吸引力 [9][10] - 管理层对公司在实现2024财年6%-9%经常性收入增长、8%-12%调整后每股收益增长以及强劲的新销售的目标保持信心 [13][56] - 管理层表示,公司有望实现2024-2026财年的长期财务目标,包括79%的经常性收入增长(其中5%-8%为有机增长)、8%-12%的调整后每股收益增长 [31] 问答环节重要的提问和回答 问题1 **James Faucette提问** 财富管理业务在第二季度的收入增长受到E-Trade过渡的约3个百分点拖累,如果剔除这一影响,该业务的增长可能在6%-7%左右 [61][62][63] **Edmund Reese回答** 公司整体保持97%-98%的客户续约率,即使包括E-Trade过渡在内,财富管理业务的增长也在3个百分点左右。公司预计2024财年财富管理业务将带来75多万美元的增量收入,基本抵消了E-Trade过渡的影响 [62][63] 问题2 **David Togut提问** 公司第二季度事件驱动收入可能超出230-250万美元的历史区间,这是否意味着收入端存在正向风险?同时,公司在第二季度的销售费用增长超过收入,未来的费用趋势如何? [69][70] **Edmund Reese回答** 公司会根据事件驱动收入的表现适当增加投资,以把握长期增长机会。尽管第二季度销售费用有所增加,但公司仍有信心全年调整后营业利润率能达到约20%的目标水平,并将持续保持严格的费用管控 [71][72]

For the quarter ended December 2023, Broadridge Financial Solutions (BR) reported revenue of $1.41 billion, up 8.7% over the same period last year. EPS came in at $0.92, compared to $0.91 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $1.39 billion, representing a surprise of +0.94%. The company delivered an EPS surprise of +4.55%, with the consensus EPS estimate being $0.88. While investors closely watch year-over-year changes in headline numbers -- revenue and ea ...

Broadridge Financial Solutions (BR) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of $0.88 per share. This compares to earnings of $0.91 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 4.55%. A quarter ago, it was expected that this technology outsourcing company would post earnings of $0.94 per share when it actually produced earnings of $1.09, delivering a surprise of 15.96%. Over ...

联盟宣布 - Exchange Data International (EDI) 和 Broadridge Financial Solutions, Inc. 宣布联盟，为 Broadridge 的全球资产服务解决方案客户提供 EDI 的企业行动、证券参考和定价数据[1] - Broadridge 的资产服务解决方案为银行、经纪商和各种规模的RIA托管人提供模块化的端到端服务套件，EDI 数据的加入将帮助交易员、财富顾问、投资组合经理和自主投资者提供关键的企业行动数据，从而推动交易和投资决策[2] 合作感言 - EDI CEO Jonathan Bloch 表示，EDI 多年来与 Broadridge 合作，很高兴能通过他们的全球资产服务解决方案提供数据，Broadridge 是全球市场领先提供商之一，EDI 很荣幸能与他们合作[3] - Broadridge GM & Head of Asset Servicing Michael Wood 表示，这一联盟符合 Broadridge 提供最高质量数据和多样选择给客户的承诺，为 Broadridge 客户提供更多选择[4]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33220 BROADRIDGE FINANCIAL SOLUTIONS, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 33-1151291 (State or Other Ju ...

NEW YORK, Jan. 31, 2024 /PRNewswire/ -- FORTUNE® magazine has named Broadridge Financial Solutions, Inc. (NYSE: BR) to its list of the World's Most Admired Companies in the financial data services category for the tenth time. The FORTUNE list, considered one of the leading measures of corporate reputation among the world's largest companies, rates firms on a range of criteria from investment value to global competitiveness and innovation. Fortune's 2024 World's Most Admired Companies Broadridge is a trusted ...

Broadridge's Sentry solution to streamline and further automate Silverview's private credit investment processes NEW YORK, Jan. 31, 2024 /PRNewswire/ -- As investor demand for private debt and direct lending investments grows, Silverview Credit Partners has optimized its technology capabilities to support this asset class with global Fintech leader Broadridge Financial Solutions Inc's. (NYSE: BR) Sentry Portfolio Management solution. This technology will enable Silverview Credit Partners to achieve greater ...