Broadridge Financial Solutions

Track record is shareholder-friendly and disciplined. The dividend was raised 11% to 3.90 per share in August 2025, marking 19 consecutive annual increases.

Buybacks are used to offset dilution and opportunistically reduce share count; the company repurchased shares in FY2025 and had 6.83 million shares remaining under authorization at fiscal year-end.

M&A is selective and strategic: recent deals include SIS (Canada wealth and capital markets tech) and a pending Acolin acquisition to enhance cross-border fund distribution. FCF conversion has been ~100% and internal reinvestment in cloud modernization and wealth platform build-out is prioritized.