Broadridge Financial Posts Mixed Q4 Earnings, Raises Annual Dividend By 10%
Portfolio Pulse from Lekha Gupta
Broadridge Financial Solutions Inc (NYSE:BR) reported a Q4 FY23 revenue growth of 7% to $1.84 billion, missing the consensus of $1.89 billion. Recurring revenues and Distribution revenues increased by 7% and 9% respectively. Adjusted EPS of $3.21 beat the consensus of $3.10. The company's Board of Directors declared a quarterly dividend per share of $0.80, reflecting an annual dividend per share increase of 10% to $3.20 from $2.90. For FY24, Broadridge expects adjusted recurring revenue growth of 6% - 9%, and adjusted EPS growth of 8% - 12% Y/Y. BR shares are trading higher by 4.86% at $174.23.

August 08, 2023 | 3:28 pm
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POSITIVE IMPACT
Broadridge Financial's Q4 FY23 revenue growth missed consensus, but adjusted EPS beat expectations. The company increased its annual dividend per share by 10% and expects adjusted recurring revenue growth of 6% - 9% for FY24. BR shares are trading higher.
Broadridge Financial's Q4 revenue missed consensus, which could have a negative impact on the stock. However, the company beat EPS expectations and increased its dividend, which are positive signals for investors. The company's positive outlook for FY24 also supports a positive short-term impact on the stock.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100