Strong Financial Performance: Broadridge reported a 7% increase in recurring revenue for fiscal year 2025 (FY25) and an 11% growth in adjusted EPS, aligning with long-term financial objectives. For fiscal year 2026 (FY26), the company anticipates steady growth, projecting recurring revenue growth of 5% to 7% and adjusted EPS growth of 8% to 12%.

Sales and Backlog Growth: Closed sales reached $288 million in FY25, with a strong backlog of $430 million, providing visibility into future revenue growth. However, there's an indication of sales cycle elongation, potentially impacting the speed of cash conversion. Broadridge remains optimistic due to strong client demand for innovative solutions, particularly in the wealth management and capital markets segments.

Dividend Increase and Shareholder Return: The Board approved an 11% increase in the annual dividend to $3.90 per share, marking the 13th double-digit increase in 14 years, demonstrating a commitment to returning capital to shareholders. Broadridge also returned $100 million through share buybacks.