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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Puneet Jain | JPMorgan | 12 | 0% |
| Patrick O'Shaughnessy | Raymond James | 10 | 0% |
| Mike Infante | Morgan Stanley | 10 | 20% |
| Scott Wurtzel | Wolfe Research | 10 | 0% |
| Kyle Peterson | Needham | 8 | 0% |
| Dan Perlin | RBC Capital Markets | 8 | 0% |
| Jim Faucette | Morgan Stanley | 4 | 25% |
| Alex Kramm | UBS | 4 | 50% |
| Peter Heckmann | D.A. Davidson | 4 | 0% |
| Matt Roswell | RBC Capital Markets | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Morgan Stanley | 2 | 14 | 21% |
| JPMorgan | 1 | 12 | 0% |
| Wolfe Research | 1 | 10 | 0% |
| Raymond James | 1 |
| 10 |
| 0% |
| RBC Capital Markets | 2 | 10 | 0% |
| Needham | 1 | 8 | 0% |
| D.A. Davidson | 1 | 4 | 0% |
| UBS | 1 | 4 | 50% |
Broadridge's Q3 FY2026 posted revenue up 7.8% and EPS up 15.1% as on-chain proxy voting launched for tokenized securities and DLR exceeded $350 billion daily with an expanding roadmap. Revenue and EPS guidance were raised again with double-digit EPS growth, as adjusted EPS growth guidance moved from 9-12% to 10-12%, earning another +2 adjustment. Shareholder engagement reached 900 funds and $8 trillion in AUM. Closed sales guidance was lowered despite a record pipeline, and the CQG acquisition accelerated the futures strategy.
Revenue Growth | Innovation & R&D | Guidance Reliability | Demand | Regulation Policy | Margin | Competitive Dynamics | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 3 | 1 | 2 | 2 | 1 | 1 | 1 | 1 |
| 2025Q2 | 4 | 2 | 3 | 2 | 2 | 1 | 1 | |
| 2025Q3 | 5 | 1 | 2 | 3 | 2 | 1 | 1 | 1 |
| 2025Q4 | 4 | 3 | 4 | 1 | 3 | 2 | 1 | 1 |
| 2026Q1 | 5 | 4 | 3 | 3 | 2 | 1 | 1 | |
| 2026Q2 | 3 | 5 | 2 | 2 | 1 | 3 | 1 | |
| 2026Q3 | 2 | 3 | 2 | 3 | 2 | 2 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 3 | 4 | 5 | 4 | 5 | 3 | 2 |
| Innovation & R&D | 1 | 2 | 1 | 3 | 4 | 5 | 3 |
| Guidance Reliability | 2 | 3 | 2 | 4 | 3 | 2 | 2 |
| Demand | 2 | 2 | 3 | 1 | 3 | 2 | 3 |
| Regulation Policy | 1 | 2 | 2 | 3 | 2 | 1 | |
| Margin | 1 | 1 | 1 | 2 | 1 | 2 | |
| Competitive Dynamics | 1 | 1 | 1 | 3 | 2 | ||
| Capital Allocation | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BR Broadridge Financial Solutions | 8 | +7.8% | |
| ACN Accenture | 8 | +8.3% | |
| CDW CDW | 8 | +9.3% | |
| CTSH Cognizant | 8 | +5.8% | |
| EPAM EPAM Systems | 8 | +7.6% | |
| FIS Fidelity National Information Services | 8 | +8.2% | |
| FISV Fiserv, Inc. | 3 | -2.0% | |
| IBM International Business Machines Corporation | 8 | +9.5% | |
| IT Gartner | 8 | +2.0% | |
| JKHY Jack Henry & Associates | 8 | +8.7% | |
| LDOS Leidos | 7 | +3.6% |