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Broadridge Financial Solutions BR Mutual funds — Revenue

Other product segments

Recurring revenues
$1.29B+7.0%
Distribution revenues
$592.8M+6.8%
Regulatory
$399.4M+9.4%
Capital markets
$295.5M+2.1%
Customer communications
$209.3M+4.9%
Wealth and investment management
$192.8M+10.4%
Data-driven fund solutions
$125.7M+9.5%
Event-driven revenues
$72.7M+38.0%
Issuer
$65.3M+7.9%
Equity and other
$40.2M+28.0%

Similar metrics at other companies

Ameriprise Financial logo
AMPMutual funds — Revenue from contracts with customers
$244M-7.9%
Raymond James Financial logo
RJFMutual fund and other investment products — Revenue
$155M+17.4%
StoneX Group Inc. logo
SNEXMutual funds — Revenue
$1M+25.0%
Virtus Investment Partners logo
VRTSOpen-end funds — Revenue
$63.73M-13.9%
Oppenheimer Holdings logo
OPYMutual fund and insurance income — Total revenue from contracts with customers
$8.82M+8.2%
Virtus Investment Partners logo
VRTSClosed-end funds — Revenue
$20.79M+40.0%

Other financials

Income statement

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Revenue$2.0B+7.8%
Gross profit$626.9M+8.9%
Operating income$359.5M+4.2%
Net income$276.3M+13.7%
EPS (diluted)$2.36+15.1%

Balance sheet

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Cash & equivalents$304.8M-3.9%
Total debt$3.4B-17.7%
Total equity$2.8B+18.3%
Total assets$8.8B+5.8%

Cash flow

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Operating cash flow$301.1M-16.5%
CapEx$13.6M+18.3%
Free cash flow$287.5M-17.6%

Valuation

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Market cap$18.29B-36.5%
Enterprise value$21.4B-32.5%
P/E16.6×-17.7×
P/S2.5×-1.7×

Profitability

See full
Gross margin31.3%+0.9pp
Operating margin17.1%+0.4pp
Net margin15%+3.4pp
FCF margin18%+1.0pp

Returns & leverage

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Return on equity42.3%+8.4pp
Debt / equity1.2×-0.5×
Current ratio0.9×-0.4×

Where this comes from

Reported directly by Broadridge Financial Solutions in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Broadridge Financial Solutions’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Broadridge Financial Solutions's mutual funds — revenue?
Broadridge Financial Solutions (BR) reported mutual funds — revenue of $32.4M in Q1 2026.
How has Broadridge Financial Solutions's mutual funds — revenue changed year-over-year?
Broadridge Financial Solutions's mutual funds — revenue increased by 52.1% year-over-year, from $21.3M to $32.4M.
What is the long-term trend for Broadridge Financial Solutions's mutual funds — revenue?
Over 3 years (2022 to 2025), Broadridge Financial Solutions's mutual funds — revenue has grown at a 9.7% compound annual growth rate (CAGR), from $154.4M to $203.7M.
What does mutual funds — revenue mean?
This metric represents the total revenue generated from event-driven services specifically tailored for mutual fund clients. It captures income derived from regulatory communications, proxy processing, and related investor engagement solutions provided to asset managers and fund issuers. As a key component of the investor communications segment, it reflects the company's ability to monetize mandatory and discretionary fund-related documentation and distribution activities.