Less: Fair value of plan assets at end of period
Broadridge Financial Solutions Less: Fair value of plan assets at end of period decreased by 1.5% to $67.60M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 6.0%, from $63.80M to $67.60M. Over 4 years (FY 2021 to FY 2025), Less: Fair value of plan assets at end of period shows relatively stable performance with a 1.5% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
Higher values indicate a better-funded pension plan, reducing the risk of future cash calls from the company.
Detailed definition
This represents the total market value of all assets held within a defined benefit pension plan at the end of the report...
Peer comparison
Large industrial companies typically maintain significant plan assets relative to their total pension obligations.
other_defined_benefit_plan_fair_value_of_plan_assetsHistorical Data
| Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $62.60M | $62.30M | $63.70M | $60.60M | $55.60M | $52.90M | $54.90M | $57.00M | $57.80M | $56.20M | $60.70M | $61.80M | $61.80M | $64.90M | $63.50M | $63.80M | $66.40M | $68.00M | $68.60M | $67.60M |
| QoQ Change | — | -0.5% | +2.2% | -4.9% | -8.3% | -4.9% | +3.8% | +3.8% | +1.4% | -2.8% | +8.0% | +1.8% | +0.0% | +5.0% | -2.2% | +0.5% | +4.1% | +2.4% | +0.9% | -1.5% |
| YoY Change | — | — | — | — | -11.2% | -15.1% | -13.8% | -5.9% | +4.0% | +6.2% | +10.6% | +8.4% | +6.9% | +15.5% | +4.6% | +3.2% | +7.4% | +4.8% | +8.0% | +6.0% |
Less: Fair value of plan assets at end of period at Other Companies
Frequently Asked Questions
- What is Broadridge Financial Solutions's less: fair value of plan assets at end of period?
- Broadridge Financial Solutions (BR) reported less: fair value of plan assets at end of period of $67.60M in Q1 2026.
- How has Broadridge Financial Solutions's less: fair value of plan assets at end of period changed year-over-year?
- Broadridge Financial Solutions's less: fair value of plan assets at end of period increased by 6.0% year-over-year, from $63.80M to $67.60M.
- What is the long-term trend for Broadridge Financial Solutions's less: fair value of plan assets at end of period?
- Over 4 years (2021 to 2025), Broadridge Financial Solutions's less: fair value of plan assets at end of period has grown at a 1.5% compound annual growth rate (CAGR), from $62.60M to $66.40M.
- What does less: fair value of plan assets at end of period mean?
- The total market value of investments held to pay for employee pension benefits.