Broadridge Financial Solutions management check
BR · Industrials · Data Processing & Outsourced Services · CEO Timothy C. Gokey
Filings as of
5 good · 2 to watch · 0 flagged, across the seven questions below.
- Good
Have owners done well?
Beat its chosen peers$100 invested at the start of fiscal 2022 grew to $93, against $73 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.82 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Watch
What does the CEO cost owners?
1.7% of net income$19.1m of reported pay in fiscal 2026, against $1.1bn of net income.
- Watch
Do they own the stock?
CEO stake ≈ 1.3 years of payThe CEO holds 159,159.027 shares, directly or through trusts (unvested awards not counted): about 1.3 years of pay. Light activity: no buys, $704k sold in six months.
- Good
Are owners being diluted?
Share count shrinkingDiluted shares changed -0.3% a year over the last three fiscal years. Stock-based pay was 1.1% of revenue in the latest year.
- Good
Is leadership stable?
4 leadership filings in 3 yearsCEO in the pay table: Timothy C. Gokey. 4 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Industrials.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 84 | 55 | |
| Pay for performance | 91 | 86 | |
| CEO cost | 31 | 48 | |
| Skin in the game | 41 | 55 | |
| Dilution | 54 | 62 | |
| Stable leadership | 100 | 75 | |
| Clean books | 100 | 100 |
Closest peers
Nearest in rank in Industrials, by management score. Broadridge Financial Solutions is 29th of 81 in its sector.
Pay versus performance
From the proxy statement filed September 29, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2026 | Timothy C. Gokey | $19.1m | −$9.8m | $4.6m | $93 | $73 | $1.1bn |
| 2025 | Timothy C. Gokey | $17.2m | $30.4m | $3.7m | $161 | $123 | $839.5m |
| 2024 | Timothy C. Gokey | $14.3m | $22.0m | $3.8m | $128 | $104 | $698.1m |
| 2023 | Timothy C. Gokey | $12.2m | $18.1m | $3.7m | $106 | $89 | $630.6m |
| 2022 | Timothy C. Gokey | $10.1m | $9.2m | $4.2m | $90 | $82 | $539.1m |
The board says pay is tied most to Adjusted EPS. Its other key measures: Adjusted EBT, Closed Sales.
Insiders and the CEO's stake
Timothy C Gokey (CEO) held 159,159.027 shares directly after their latest Form 4 on Oct 1, 2026, roughly $25.6m at that filing's price.
Light activity: no buys, $704k sold in six months.
- SoldThomas P CareyCorporate VP$400kOct 1, 2026
- SoldHope M. JarkowskiChief Legal Officer$305kJun 4, 2026
Leadership and governance on file
- Jun 10, 2026Leadership change8-K 5.02
- Feb 3, 2026Leadership change8-K 5.02
- Dec 16, 2024Leadership change8-K 5.02
- Jun 4, 2024Leadership change8-K 5.02
- Sep 6, 2023Leadership change8-K 5.02
- Aug 16, 2022Leadership change8-K 5.02
Latest shareholder vote results: Nov 14, 2025, including the say-on-pay vote.
Where the money went
Over 2021–2025: $2.3bn returned to owners in buybacks and dividends, 72% of net income, and $344.1m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $5.0bn | $5.7bn | $6.1bn | $6.5bn | $6.9bn |
| Net income | $547.5m | $539.1m | $630.6m | $698.1m | $839.5m |
| Stock-based pay | $58.6m | $68.4m | $73.1m | $70.6m | $73.4m |
| Buybacks | $21.5m | $22.8m | $24.3m | $485.4m | $134.9m |
| Dividends | $261.7m | $290.7m | $331.0m | $368.2m | $402.3m |
| Diluted shares | 118m | 119m | 119m | 119m | 118m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.