Expectations trend
FY2028 · fiscal year ending 2028-06-30 · fmp
Broadridge Financial Solutions (BR)
NYSEIndustrialsInformation Technology ServicesSnapshot 2026-11-04
$193.92+2.45%
Close 2026-11-05 · 1-day change
NYSEIndustrialsInformation Technology ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
11.56 → 11.56 EPS · FY ending Jun 30, 2028 · 7 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 7 to 7; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for BR yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Adjusted EPS growth between 10% and 12% annually | Adjusted EPS rises 10% to 12% annually. | Intact | Adjusted EPS growth falls below 9% YoY in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 6 of 8 supplied quarters. Management reported: “Document EXHIBIT 99.1 Broadridge Reports First Quarter Fiscal 2027 Results Recurring revenues grew 11% on a reported and constant currency basis Diluted EPS was $0.83 and Adjusted EPS grew 3% to $1.56 Closed sales grew 10% to $36 million Reaffirming FY’27 guidance, including 6-8% Recurring revenue growth constant currency, 8-12% Adjusted EPS growth, and Closed sales of $290-$330 million NEW YORK, N.Y., November 3, 2026 - Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the first quarter ended September 30, 2026 of its fiscal year 2027.” |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-06-30 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This investment represents a durable compounder with a focus on consistent revenue and earnings growth. The current thesis state is intact, supported by strong recent financial results and management's commitment to growth targets.
The market appears to have priced in a neutral valuation, with BR being seen as cheap compared to its peers. There is a slight expectations gap, indicating that investors may not fully anticipate the potential for growth in recurring revenue and adjusted earnings per share.
Management has shown strong execution in increasing recurring revenue and adjusted EPS, with guidance suggesting continued growth. However, there is a near-term risk of missing earnings expectations, given the recent performance of industry peers.
The long-term thesis hinges on the performance of sector bellwethers like LDOS, CACI, and G. If these companies continue to exceed earnings expectations, it could provide a favorable backdrop for BR. Conversely, any negative guidance from these peers could pose risks to BR's momentum.
Overall, BR is positioned well but faces challenges that could impact its trajectory. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Closed sales between $290M and $330M | A supporting condition in Broadridge Financial Solutions's published investment case. The stated target is $290M to $330M. | Intact | Closed sales fall below $280M in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 6 of 8 supplied quarters. Management reported: “Document EXHIBIT 99.1 Broadridge Reports First Quarter Fiscal 2027 Results Recurring revenues grew 11% on a reported and constant currency basis Diluted EPS was $0.83 and Adjusted EPS grew 3% to $1.56 Closed sales grew 10% to $36 million Reaffirming FY’27 guidance, including 6-8% Recurring revenue growth constant currency, 8-12% Adjusted EPS growth, and Closed sales of $290-$330 million NEW YORK, N.Y., November 3, 2026 - Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the first quarter ended September 30, 2026 of its fiscal year 2027.” Delivery assessment Nov 4, 2026 |
Recurring revenue growth at or above 7% annually | A primary condition in Broadridge Financial Solutions's published investment case. The stated target is >=7% YoY. | Intact | Recurring revenue growth falls below 6% YoY in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 6 of 8 supplied quarters. Management reported: “Document EXHIBIT 99.1 Broadridge Reports First Quarter Fiscal 2027 Results Recurring revenues grew 11% on a reported and constant currency basis Diluted EPS was $0.83 and Adjusted EPS grew 3% to $1.56 Closed sales grew 10% to $36 million Reaffirming FY’27 guidance, including 6-8% Recurring revenue growth constant currency, 8-12% Adjusted EPS growth, and Closed sales of $290-$330 million NEW YORK, N.Y., November 3, 2026 - Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the first quarter ended September 30, 2026 of its fiscal year 2027.” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$11.37 → $11.56 · observed estimates
$8.16B → $8.23B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $11.37 | $8,159,629,842 | 6 / 7 |
| 2026-07-25 | $11.37 | $8,159,629,842 | 6 / 7 |
| 2026-07-26 | $11.37 | $8,159,629,842 | 6 / 7 |
| 2026-07-27 | $11.37 | $8,159,629,842 | 6 / 7 |
| 2026-07-28 | $11.38 | $8,159,646,508 | 6 / 7 |
| 2026-07-29 | $11.38 | $8,159,646,508 | 6 / 7 |
| 2026-07-30 | $11.38 | $8,159,646,508 | 6 / 7 |
| 2026-07-31 | $11.38 | $8,159,646,508 | 6 / 7 |
| 2026-08-01 | $11.38 | $8,159,646,508 | 6 / 7 |
| 2026-08-02 | $11.38 | $8,159,646,508 | 6 / 7 |
| 2026-08-03 | $11.38 | $8,159,646,508 | 6 / 7 |
| 2026-08-04 | $11.38 | $8,159,646,508 | 6 / 7 |
| 2026-08-05 | $11.54 | $8,242,411,290 | 8 / 7 |
| 2026-08-06 | $11.54 | $8,242,411,290 | 8 / 7 |
| 2026-08-07 | $11.56 | $8,235,738,402 | 6 / 6 |
| 2026-08-08 | $11.58 | $8,249,043,439 | 9 / 9 |
| 2026-08-09 | $11.58 | $8,249,043,439 | 9 / 9 |
| 2026-08-10 | $11.58 | $8,249,043,439 | 9 / 9 |
| 2026-08-11 | $11.58 | $8,249,043,439 | 9 / 9 |
| 2026-08-12 | $11.58 | $8,249,043,439 | 9 / 9 |
| 2026-08-13 | $11.56 | $8,235,738,402 | 6 / 6 |
| 2026-08-14 | $11.56 | $8,235,738,402 | 6 / 6 |
| 2026-08-15 | $11.56 | $8,235,738,402 | 7 / 7 |
| 2026-08-16 | $11.56 | $8,235,738,402 | 7 / 7 |
| 2026-08-17 | $11.56 | $8,235,738,402 | 7 / 7 |
| 2026-08-18 | $11.56 | $8,235,738,402 | 7 / 7 |
| 2026-08-19 | $11.56 | $8,235,738,402 | 7 / 7 |
| 2026-08-20 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-08-21 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-08-22 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-08-23 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-08-24 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-08-25 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-08-26 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-08-27 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-08-28 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-08-29 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-08-30 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-08-31 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-01 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-02 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-03 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-04 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-05 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-06 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-07 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-08 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-09 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-10 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-11 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-12 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-13 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-14 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-15 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-16 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-17 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-18 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-19 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-20 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-21 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-22 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-23 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-24 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-25 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-26 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-27 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-28 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-29 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-09-30 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-10-01 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-10-02 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-10-03 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-10-04 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-10-05 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-10-06 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-10-07 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-10-08 | $11.56 | $8,228,534,755 | 7 / 7 |
| 2026-10-09 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-10 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-11 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-12 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-13 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-14 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-15 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-16 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-17 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-18 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-19 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-20 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-21 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-22 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-23 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-24 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-25 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-26 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-27 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-28 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-29 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-30 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-10-31 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-11-01 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-11-02 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-11-03 | $11.56 | $8,229,634,755 | 7 / 7 |
| 2026-11-04 | $11.56 | $8,231,247,256 | 7 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 5 Buy / Strong Buy · 4 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.