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Why I Am Maintaining My Buy Rating For Broadridge Financial
Seeking Alpha· 2025-06-12 23:08
根据提供的文档内容,未提及具体公司或行业信息,因此无法提取与公司或行业相关的关键要点。文档主要包含个人背景介绍[1]和披露声明[2][3],这些内容不符合任务要求的分析范围。建议提供包含具体行业或公司数据的新闻素材以便进行专业分析。
The Active ETF Boom, Assets Up 600%: Broadridge Report Unpacks the Growth and What Sets Apart Launches that Soar from Those that Stall
Prnewswire· 2025-06-12 20:00
Active ETF assets are anticipated to grow to $1.2TAUM by 2027 from only $81B in 2019 Top 10 active asset managers control 77% of active ETF assets, shedding light on a concentration challenge Only 11% of active ETFs launched in the past three years raised more than $100 million in the first year, a primary indicator for success NEW YORK, June 12, 2025 /PRNewswire/ -- As active ETF assets have grown over 600% in the past five years to $631 billion in 2024, Broadridge Financial Solutions, Inc. (NYSE: BR), ...
Broadridge Financial Solutions (BR) Conference Transcript
2025-06-10 23:00
Broadridge Financial Solutions (BR) Conference June 10, 2025 10:00 AM ET Speaker0 This is Broadridge. Joining us is Doug DeSchuter. He's the co president, investor communication solutions. So welcome. Thank Thanks, Matt. Thanks for having us. A lot of people in this room are probably using Broadridge Technologies solutions and may not even know it. So can you give us a brief overview of the company in total Yeah. And then the ICS unit? Good. Yeah. Happy to Speaker1 do so again. Thanks for having us today. A ...
LTX, a Broadridge Company, Expands Generative AI Capabilities with BondGPT Intelligence
Prnewswire· 2025-06-10 18:00
New functionality proactively delivers actionable intelligence directly into trading and investing workflows at the moment users need these critical insightsNEW YORK, June 10, 2025  /PRNewswire/ -- LTX, an AI-powered corporate bond trading platform backed by global Fintech leader Broadridge Financial Solutions Inc. (NYSE:BR), today announced the launch of BondGPT Intelligence, a new capability that integrates powerful generative AI capabilities directly within trading platform workflows. The new functionali ...
Broadridge(BR) - 2025 FY - Earnings Call Transcript
2025-05-29 02:30
Broadridge Financial Solutions (BR) FY 2025 Conference May 28, 2025 01:30 PM ET Speaker0 Good afternoon, everyone. I'm Harshita Rawat, Bernstein's senior analyst covering payments, processors, and IT services. And I'm delighted to be joined today by Tim Gokey, Broadridge CEO at Bernstein forty first Annual Strategic Decisions Conference. Tim, thank you so much for joining us today. Speaker1 Thank you very much, Harshita. Great to be here. Speaker0 So for those in the audience who are less familiar, could yo ...
Broadridge and Novisto Address Rising Demand for Sustainability Data Management and Reporting Platforms
Prnewswire· 2025-05-28 14:00
Pioneering software helps companies manage risks and opportunities through effective and efficient sustainability data capture, analysis and reporting NEW YORK, May 28, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR) a global Fintech leader, has joined forces with Novisto, a pioneer of enterprise sustainability software, to introduce an advanced sustainability data management and reporting platform for companies worldwide. Servicing clients in over 100 countries, Broadridge is at the fo ...
Recurring Revenue Business Model Aids BR Amid High Competition
ZACKS· 2025-05-23 21:36
Broadridge Financial Solutions Inc. (BR) stock has gained 20.6% in the past year, outperforming the industry and the Zacks S&P 500 composite’s 19% and 11.6% growth, respectively.BR reported mixed third-quarter fiscal 2025 results. Adjusted earnings of $2.44 per share beat the consensus mark by 2.1% and increased 9.4% from the year-ago quarter. Total revenues of $1.81 billion missed the consensus mark by 2.5% but rose 5% year over year.How is Broadridge Financial Solutions Faring?Broadridge Financial Solutio ...
Broadridge Financial Solutions (BR) FY Conference Transcript
2025-05-15 00:20
纪要涉及的公司 Broadridge Financial Solutions (BR) 纪要提到的核心观点和论据 1. **公司概况** - 公司是一家价值280亿美元的金融科技公司,专注于资本市场、资产管理和财富管理的交叉领域,为行业提供通用解决方案 [3] - 所在市场规模约600亿美元,公司收费收入约45亿美元,有较大增长空间 [4] - 过去十年,经常性收入每年增长10%,收益每年增长13%,自上市以来每年增加股息,过去十三年股息增长达两位数 [4] - 2023年投资者日设定三年目标,即经常性收入增长7 - 9%,调整后收益增长8 - 12%,预计能达成目标,这将是连续第五个三年达成投资者目标 [5][6] 2. **业务核心与规模** - 公司核心业务有连接经纪公司、资产管理公司和个人投资者的网络,是公司治理的公用事业,在此基础上构建了一系列其他业务,具备规模优势 [6] - 每天清算和结算10万亿美元,管理8亿个公司治理活动相关头寸,去年发送70亿条通信信息 [7] 3. **增长战略** - 包括治理的民主化和数字化、资本市场的简化和创新、财富管理的现代化 [8] - 各领域有增长动力,如股权头寸数量持续增长,治理活动有创新,从印刷向数字和全渠道通信转变,该业务呈两位数增长;在资本市场,通过全球多资产类别平台简化业务,引入AI和数字账本回购等创新;在财富管理,提供模块化、API驱动的解决方案 [9][10] 4. **非营收股权头寸情况** - 公司治理业务按头寸收费,今年预期股权头寸呈高个位数增长,实际增长15%,高于预期 [12][13] - 典型头寸呈低两位数增长,此外, fractional shares和每个账户少于五个头寸的管理账户增长迅速 [14] - 由于行业规定,上市公司无需为 fractional shares和少于五个头寸的管理账户付费,这些头寸目前占总头寸近15%,增长近40%,虽未影响营收,但未来可能为核心业务增长提供1 - 2个百分点的顺风因素 [15][16][17] 5. **销售情况** - 封闭销售指季度内预订的年度合同价值,通常需12 - 24个月才能上线转化为收入,销售是公司最大的增长驱动力 [22] - 本财年截至4月销售情况良好,排除一次性产品后增长9%,但4月因宏观不确定性出现延迟,不过并非取消,只是推迟几周 [24][25][26] - 延迟对近期和长期增长影响不大,即使交易未达成,对整体增长率的影响也仅为10个基点 [28][29] 6. **利润率情况** - 公司预计收入增长7 - 9%,收益增长8 - 12%,因技术公司的规模效应,固定成本下新增业务量会自然提升利润率 [31] - 过去平均每年利润率提升50个基点,近年来受邮政成本增加和利率波动影响,现关注核心利润率,仍预计长期有50个基点的提升 [32][33] 7. **各业务增长趋势** - 未来三到五年,资本市场业务增长最快,治理业务增长规模最大,呈中高个位数增长;客户通信业务整体增长约3%,但数字业务呈两位数增长且利润率更高 [35][36] - 财富管理业务目前受摩根士丹利和E*TRADE合并以及SIS收购影响,今年有机增长为中个位数,未来几年有望达到高个位数或低两位数增长 [38] 8. **加拿大业务情况** - 加拿大业务规模约5亿美元,在后台平台领域有很强地位,服务六家顶级加拿大银行及众多其他公司 [40] - SIS收购进展顺利,公司将为加拿大市场带来财富平台组件,并在SIS平台和现有平台上进行整合利用 [43] 9. **AI战略** - 公司AI战略有三个方面:将AI融入所有平台以提升价值;利用独特数据推出新产品,如全球需求模型、Bond GPT、Ops GPT等;利用AI降低内部成本,构建跨企业的通用AI平台并建立合规层 [49][51][54] 10. **政策影响** - 政府在贸易、关税和文化问题上的政策对公司影响不大,但会带来交易方面的波动 [57] - SEC相关政策对公司有积极影响,公司可在加密货币披露、投资者参与和投资者通信数字化等方面提供帮助和解决方案 [58][60][62] 11. **加密货币业务** - 目前加密货币披露产品的客户主要是交易所,未来经纪人也可能有需求,财富管理公司应提供加密货币投资服务并培训顾问 [65][66] - 公司在数字账本回购业务上规模较大,每天超过1000亿美元,超过排除Tether后的整个加密货币市场规模,预计代币化证券未来十年将有增长 [69][70] 12. **财富管理业务增长驱动** - 财富管理业务规模5亿美元,增长主要来自新销售带来的收入,目前新销售大多处于高级谈判阶段,未出现放缓迹象 [72][73] 其他重要但是可能被忽略的内容 - 公司在CIFMA会议上了解到,客户对市场平稳运行感到满意,4月交易量巨大,且从T + 2过渡到T + 1进展顺利 [74][75][76]
Broadridge Announces New Patent on Large Language Model Orchestration of Machine Learning Agents
Prnewswire· 2025-05-14 14:00
NEW YORK, May 14, 2025 /PRNewswire/ -- Broadridge Financial Solutions Inc. (NYSE:BR) has been awarded a new U.S. patent on its large language model (LLM) orchestration of machine learning agents. These patented methods and systems are behind BondGPT, Broadridge's award-winning GenAI application first demonstrated in the market in the LTX e-trading platform, a Broadridge subsidiary. BondGPT was released in June 2023, followed by the enterprise version, BondGPT+, in October 2023. These applications provide ti ...
Growing Need for Operational and Cyber Resilience Dominates Concerns Among Financial Services Industry
Prnewswire· 2025-05-07 19:05
Outdated legacy systems leaving firms vulnerable to mounting cyber risks, according to BroadridgeNEW YORK, May 7, 2025 /PRNewswire/ -- Growing concerns over operational and cyber resilience were the major theme of the SIFMA Ops 2025 conference, a gathering of top operations and technology leaders from across the capital markets ecosystem.The threat landscape is only becoming increasingly more sophisticated with artificial intelligence and other new tools to automate attacks.  With high-profile data breaches ...