Broadridge

BR

Market cap $26.6B

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A clear majority of firms now see AI as a key strategic priority moving forward Evolving shift in product preferences across private markets, active ETFs, and separately managed accounts to drive AUM growth over the next two years 87% agree that younger investors require different products and service models NEW YORK , Nov. 21, 2025 /PRNewswire/ -- Asset and wealth management firms are targeting AI-driven innovation, new products, and an enhanced client experience as key drivers of industry growth, according to a new survey from the Money Management Institute (MMI) and Broadridge Financial Solutions, Inc. (NYSE:BR). "As the investment management landscape continuously evolves, our annual survey, conducted in conjunction with Broadridge, demonstrates how asset and wealth management firms are re-writing the playbook," said Craig Pfeiffer, President & CEO of the Money Management Institute.

New integrated solution automates withholding tax relief and reclaims processes, minimizing risk and enhancing compliance across global markets within Asset Servicing NEW YORK and LONDON , Nov. 19, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced a strategic partnership with Xceptor, a global leader in data automation for financial institutions, to offer a unified digital platform automating the global tax relief and tax reclaim lifecycle. With this partnership, Xceptor Tax will be integrated with Broadridge's Global Tax & Client Reporting Solution to create an end-to-end solution for multi-jurisdictional tax relief-at-source, tax reclaims, and digital regulatory filing.

First U.S. digital bonds issued as security tokens on the Canton Network blockchain with Societe Generale-FORGE acting as registrar NEW YORK , Nov. 18, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced that Societe Generale has completed its first digital bond issuance in the United States using Broadridge's new tokenization capability. The digital bonds were registered by Societe Generale-FORGE, the subsidiary of Societe Generale dedicated to digital assets.

More than half of North Americans have lost trust in a company that delivers a poor experience or unclear communication NEW YORK , Nov. 18, 2025 /PRNewswire/ -- As companies across sectors race to stimulate consumer loyalty and provide differentiation, customer communications and digital experiences are under-appreciated levers in unlocking customer satisfaction, according to the seventh annual CX and Communications Consumer Insights study by Broadridge Financial Solutions Inc. (NYSE: BR). The study, which polled over four-thousand American and Canadian consumers, reveals a new, all-time-high for customer dissatisfaction: 71% of consumers – two times more than those in 2019 – agree that most companies need to improve their customer experience.

NEW YORK , Nov. 13, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE:BR) announced that its Board of Directors has declared a quarterly cash dividend of $0.975 per share. The dividend is payable on January 5, 2026 to stockholders of record at the close of business on December 12, 2025.

NEW YORK and LONDON , Nov. 13, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR) today announced the appointment of Richard Street as Head of International Sales to drive further growth and enhance collaboration across international markets. Richard will be based in London and report to Mike Sleightholme, President of Broadridge International.

NEW YORK , Nov. 10, 2025 /PRNewswire/ -- SIFMA, BNY, Broadridge and The Depository Trust & Clearing Corporation (DTCC), in collaboration with The ValueExchange, today released key findings from their "U.S. Treasury Central Clearing Pulse Survey," which draws upon key insights and feedback from 330 global market participants. The survey, conducted by The ValueExchange, was designed to provide an update on where the industry stands with a little over twelve months to meet the cash implementation deadline.

October 2025 ADV up 492% Year Over Year,  A Testament to Tokenized Real Asset Settlement Growth NEW YORK , Nov. 10, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), global Fintech leader, today announced record activity on its Distributed Ledger Repo (DLR) platform, which processed an average of $385 billion in daily repo transactions during October. The results mark a ~13% increase over September's $339 billion daily average and a 492% increase year–over–year ($65 billion in 2024 vs.

Overweight in Information Technology (a better performing sector) & overweight Materials (a better performing sector). Overweight Consumer Staples (a weaker performing sector) & underweight Health Care (a better performing sector). We trimmed the existing position in AWI following recent strength.