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Broadridge Financial Solutions BR Wealth and investment management — 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%
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%
Mutual funds
$32.4M+52.1%

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$8.25M+12.2%
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$3.89B-0.2%
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PGCWealth Management Division — Revenue
$17.12M+5.8%
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HBTWealth management fees — Revenue
$3.76M+32.5%
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CHCOWealth and investment management fee income — Revenue
$3.32M+14.3%

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$17.06B-37.4%
Enterprise value$20.16B-33.2%
P/E15.5×-17.0×
P/S2.3×-1.6×

Profitability

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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 wealth and investment management — revenue?
Broadridge Financial Solutions (BR) reported wealth and investment management — revenue of $192.8M in Q1 2026.
How has Broadridge Financial Solutions's wealth and investment management — revenue changed year-over-year?
Broadridge Financial Solutions's wealth and investment management — revenue increased by 10.4% year-over-year, from $174.7M to $192.8M.
What is the long-term trend for Broadridge Financial Solutions's wealth and investment management — revenue?
Over 3 years (2022 to 2025), Broadridge Financial Solutions's wealth and investment management — revenue has grown at a 6.3% compound annual growth rate (CAGR), from $549.7M to $660.8M.
What does wealth and investment management — revenue mean?
This metric represents the total recurring fee revenue generated by the wealth and investment management business segment. It captures income derived from providing technology-driven solutions, platform services, and investor communication tools specifically tailored for wealth managers and investment firms. This revenue stream is a key indicator of the company's market penetration and the adoption of its specialized software and service offerings within the financial services ecosystem.