Loading
Sentiment · FY2026 Q3
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“I have to say the new app that they've delivered that Broadridge has delivered for a proxy voting is actually quite good and easy to use.”
Discussing the proxy market dominated by one large player, Nasdaq's CEO praises Broadridge's new proxy-voting app as easy to use.
“I'm also pleased to note that we completed SOC GENS first digital bond issuance in the U.S. during the second quarter.”
Societe Generale used Broadridge's DLR platform for its first U.S. digital bond issuance, a read-through on SocGen's tokenized-asset activity.
“the Coinbase and Krakens of the world. We think they are drawing in new investors. We think that expands the market.”
Broadridge frames Coinbase as a new tokenized-trading intermediary that is expanding the equity investor base rather than displacing Broadridge, implying growth for crypto-native trading platforms.
“We are also rolling out our AI-native policy engine and vote implementation capabilities for institutional investors like JPMorgan and Wells Fargo who are seeking to reduce their reliance on proxy advisers.”
Wells Fargo is named as an asset-manager client adopting Broadridge's AI-native proxy-voting policy engine to reduce reliance on proxy advisers.
“We are also rolling out our AI-native policy engine and vote implementation capabilities for institutional investors like JPMorgan and Wells Fargo who are seeking to reduce their reliance on proxy advisers.”
JPMorgan is named as an asset-manager client adopting Broadridge's AI-native proxy-voting policy engine to reduce reliance on proxy advisers.
“And we continue to build on our pilot program first launched with ExxonMobil, to enable retail shareholders to provide standing voting instructions for annual meetings.”
ExxonMobil is the launch client for Broadridge's retail standing-voting-instruction pilot, positioning Exxon as an early adopter of new shareholder-engagement technology.
“To support this vision, an investor group led by DRW announced yesterday the formation of a Canton-focused digital asset treasury or DAT, which intends to invest in Canton Coin and create applications for the network.”
Trading firm DRW is leading formation of a Canton-focused digital asset treasury that Broadridge is co-investing in via its Canton Coin holdings.
“And yesterday, we entered into an agreement to use approximately $340 million of our Canton Coin holdings as part of a PIPE offering in Tharimmune, Inc., a NASDAQ-listed company with the ticker THAR that intends to execute a digital asset treasury strategy for Canton Coins.”
Broadridge is contributing Canton Coin holdings for warrants in an 8% stake of Tharimmune, a Nasdaq shell pivoting to a Canton digital-asset-treasury strategy.
“In addition, we continue to expect our previously announced acquisition of Acolin to close at calendar year-end, pending approval by German regulatory authorities.”
Broadridge's pending acquisition of Acolin awaits German regulatory approval, expected to close at year-end.
“iJoin as a retirement plan technology provider that will strengthen our Workplace & Retirement Solutions business.”
Broadridge acquired retirement-plan technology provider iJoin to bolster its Workplace & Retirement Solutions unit.
“Signal is focused on digital client communications. It yields our customer communications business, a foothold in Europe and strengthens our global relationships with key financial services firms.”
Broadridge acquired Signal to extend its customer-communications franchise into Europe.
“And of course, last year, we acquired SIS to accelerate our platform rollout in Canada.”
Broadridge's acquisition of SIS is driving 22% wealth-segment growth and deeper Canadian wealth-platform penetration.
“As a result of our investment in Digital Asset Holdings and our work on DLR, we have been a Super Validator on the Canton Network since the beginning of fiscal '25, for which we have earned Canton Coins.”
Broadridge holds an investment in Digital Asset Holdings, operator of the Canton Network, and derives Super Validator revenue tied to Canton's growth.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Puneet Jain | JPMorgan | 12 (0%) |
| Scott Wurtzel | Wolfe Research | 10 (0%) |
| Mike Infante | Morgan Stanley | 10 (20%) |
| Patrick O'Shaughnessy | Raymond James | 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 (Challenge)Percentage 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 Q2 FY2026 delivered revenue up 7.9% and EPS doubling as the tokenized equities roadmap accelerated amid industry momentum. DLR platform volumes reached $384 billion daily, recurring revenue growth sustained at 8%, and pipeline creation surged 20%. Adjusted EPS growth guidance was raised from 8-12% to 9-12%, a midpoint increase earning a +2 adjustment. Digital asset holdings reached $265 million and equity position growth remained elevated at 17%.
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 | 6 | +5.6% | |
| CDW CDW | 8 | +9.3% | |
| CTSH Cognizant | 8 | +5.8% | |
| EPAM EPAM Systems | 8 | +7.6% | |
| FIS Fidelity National Information Services | 7 | +30.1% | |
| 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% |