"Broadridge processes over $15 trillion in daily trading and handles investor communications at massive scale, yet the stock has dropped 20.5% year-to-date despite strong results. In its most recent quarter, Broadridge reported revenue of $1.71 billion, beating the $1.67 billion estimate, with adjusted EPS of $1.59 against a $1.40 consensus. Recurring revenue grew 9% year-over-year, free cash flow surged nearly 40%."
"Broadridge raised its quarterly payout to $0.975 per share, a 10.8% increase, putting the annualized dividend at $3.90. The five-year dividend CAGR stands at approximately 11.4%, backed by a payout ratio of roughly 41%. The current yield of 2.2% is modest, but consistent beats and raised guidance have pushed the yield higher following the recent selloff."
"Genpact's $6.5 billion market cap makes it the smallest and most overlooked company on this list. The stock is down 27.8% over the past year, yet the business is accelerating. In Q3 2025, Genpact posted revenue of $1.29 billion, topping the $1.27 billion estimate, with adjusted EPS of $0.97 against a $0.90 consensus. The Advanced Technology Solutions segment grew 20% year-over-year."
Broadridge Financial Solutions, Comfort Systems USA, Genpact, and Monolithic Power Systems represent overlooked dividend growth opportunities outside traditional sectors like utilities and REITs. Broadridge processes $15 trillion in daily trading, recently raised its quarterly dividend 10.8% to $0.975 per share with a five-year dividend CAGR of 11.4%, and beat earnings expectations with 9% recurring revenue growth. Genpact, a $6.5 billion market cap company, posted strong Q3 results with revenue beating estimates and its Advanced Technology Solutions segment growing 20% year-over-year driven by AI demand, trading at just 12x trailing earnings. These companies demonstrate consistent earnings outperformance, strong free cash flow generation, and sustainable payout ratios while trading at depressed valuations despite solid business fundamentals.
Read at 24/7 Wall St.
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