Every 8-K that Broadridge Finl Solutions Inc (BR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BR filings page.
Broadridge Financial Solutions reported strong fourth-quarter and fiscal 2026 results, with total revenues of $7,476.8 million, up 9%, and Recurring revenues of $4,878.0 million, up 8%. Diluted EPS rose to $9.60, a 35% increase, and Adjusted EPS grew 12% to $9.60. Free cash flow reached $1,233.0 million, delivering 110% Free cash flow conversion, while Closed sales were $305.1 million.
The Investor Communication Solutions and Global Technology and Operations segments both posted solid Recurring revenue gains. The board raised the annual dividend 12% from $3.90 to $4.36 per share (quarterly $1.09 payable October 5, 2026 to holders of record on September 3, 2026) and authorized a new $1.5 billion share repurchase program. For fiscal 2027, guidance calls for 6–8% Recurring revenue growth constant currency, 8–12% Adjusted EPS growth, Adjusted Operating income margin of about 21%, and Free cash flow conversion above 100%.
Broadridge Financial Solutions, Inc. is expanding its Board of Directors and has appointed Todd Diganci as a new director, effective August 1, 2026. The Board size will increase from nine to 10 members, eight of whom will be independent, including Chairperson Eileen K. Murray.
Diganci, a long-time senior leader at FINRA, will serve on Broadridge’s Audit Committee. The Board determined he is an independent director under New York Stock Exchange and SEC rules, and he will receive compensation consistent with other independent directors.
Broadridge Financial Solutions’ Board of Directors has declared a quarterly cash dividend of $0.975 per share. The dividend will be paid on July 2, 2026 to stockholders who are on record at the close of business on June 12, 2026.
Broadridge describes itself as a global technology provider to the financial services industry, processing over 7 billion communications per year and supporting the daily trading of more than $10 trillion of securities globally, with over 15,000 associates in 21 countries.
Broadridge Financial Solutions, Inc. has completed an underwritten public offering of $500,000,000 aggregate principal amount of its 5.750% Senior Notes due 2036. The notes are senior unsecured obligations, pay interest in cash each May 15 and November 15 starting November 15, 2026, and mature on May 15, 2036.
Broadridge intends to use the net proceeds from the offering, together with cash on hand, to repay its outstanding 3.400% senior notes due 2026. The company may redeem the new notes at its option at a make-whole redemption price, with any premium falling away for redemptions on or after February 15, 2036. A change of control repurchase event requires Broadridge to offer to buy the notes at 101% of principal plus accrued interest.
Broadridge Financial Solutions is issuing $500,000,000 of 5.750% senior notes due 2036 in an underwritten public offering. The notes are being sold under an effective shelf registration on Form S-3 and a prospectus supplement dated May 4, 2026.
Broadridge intends to use the net proceeds from the notes, together with cash on hand, to repay its outstanding 3.400% senior notes due 2026. The offering is expected to close on May 15, 2026, subject to customary closing conditions, with major banks acting as joint book-running managers.
Broadridge Financial Solutions used this investor presentation to outline strong recent performance and a higher outlook for fiscal 2026. For Q3 2026, recurring revenues were $1.29 billion, up 6% in constant currency, and adjusted EPS rose 11% to $2.72. Management now targets fiscal 2026 recurring revenue growth in constant currency at or above 7% and adjusted EPS growth of 10–12%. The company highlights a largely recurring, platform-based fintech model, long-term CAGR track records in revenue and earnings, high free cash flow conversion near 100%, and a strategy focused on digitizing governance communications, simplifying capital markets trading, and modernizing wealth management technology.
Broadridge Financial Solutions reported solid third quarter fiscal 2026 results, with total revenue of $1,954 million, up 8% year over year, and recurring revenue of $1,288 million, up 7% (6% in constant currency). Diluted EPS rose 15% to $2.36, while adjusted EPS increased 11% to $2.72, helped by higher recurring and event-driven revenues and lower interest expense.
For the first nine months, revenue grew 9% to $5,257 million and net earnings climbed 56% to $726 million, boosted by a large gain on digital assets. Free cash flow for the period was $590.9 million. The company raised its fiscal 2026 outlook for recurring revenue growth in constant currency to at or above 7% and increased adjusted EPS growth guidance to 10–12%, while trimming closed sales guidance to $240–$290 million. Broadridge also completed the $173 million acquisition of CQG, Inc., which will be reported in the Global Technology and Operations segment.
Broadridge Financial Solutions, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.975 per share. The dividend will be paid on April 8, 2026 to stockholders of record at the close of business on March 16, 2026.
The company described itself as a global technology leader serving the financial services industry, supporting governance, communications, and trading operations across global markets.
Broadridge Financial Solutions used this update to share its February 2026 investor presentation and highlight recent performance and outlook. For the second quarter of fiscal 2026, Recurring revenues rose to $1,070 million, up 9%, and total revenues reached $1,714 million, up 8% year over year. GAAP diluted EPS more than doubled to $2.42 from $1.20, helped by non‑recurring items, while Adjusted EPS increased more modestly to $1.59 from $1.56. Adjusted Operating income was $265 million with a 15.5% margin, slightly below 16.6% a year earlier. Closed sales were $57 million, up 24%, supporting future Recurring revenue. Broadridge reaffirmed its fiscal 2026 Recurring revenue growth outlook of 5–7% in constant currency and Adjusted Operating income margin of 20–21%, and raised its Adjusted EPS growth guidance to 9–12%, keeping it on track with its three‑year financial objectives.
Broadridge Financial Solutions, Inc. furnished an update on its business performance by issuing a press release and posting an earnings webcast presentation covering the second quarter of fiscal 2026, which ended on December 31, 2025. Both documents were released on February 3, 2026 and are available through the company’s investor relations website.
The materials, attached as Exhibits 99.1 and 99.2, are furnished rather than filed, limiting their exposure to certain Exchange Act liabilities. The company also included extensive cautionary language on forward-looking statements, directing investors to its June 30, 2025 Form 10-K risk factors for additional detail.
Broadridge Financial Solutions, Inc. reported board changes, including one upcoming resignation and two new director appointments. On February 2, 2026, director Brett Keller notified the company he will resign from the board effective April 30, 2026, stating his decision was not due to any disagreement with the company, its management, or the board.
On the same date, the board increased its size from eight to 10 members and appointed Trish Mosconi and Christopher Perry as directors, effective immediately. Following these appointments, eight of the 10 directors are independent, including Chairperson Eileen K. Murray. Mosconi, a senior advisor in financial and technology sectors, will serve on the Audit and Compensation Committees and is considered an independent director under New York Stock Exchange and SEC rules.
Perry, Broadridge’s President since 2020, will join the board but will not receive additional compensation or serve on any board committees, which remain composed solely of independent directors. Mosconi is expected to receive standard compensation for independent directors. The company attached a press release announcing these appointments as an exhibit.
Broadridge Financial Solutions reported the results of its 2025 Annual Meeting of Stockholders, where all management proposals were approved.
Stockholders elected 8 directors to one-year terms. Individual support levels were disclosed, including Timothy C. Gokey with 95,437,365 votes For and Brett A. Keller with 94,268,327 votes For.
The advisory vote to approve executive compensation passed with 87,706,467 votes For, 8,019,679 Against, and 186,912 Abstentions. Stockholders also ratified Deloitte & Touche LLP as the independent registered public accountants for the fiscal year ending June 30, 2026, with 101,741,761 votes For, 1,888,802 Against, and 65,375 Abstentions.
Broadridge Financial Solutions (BR) furnished an update, noting it has posted its November 2025 investor presentation on its investor relations website. The materials were furnished under Items 7.01 and 9.01 of Form 8-K, including Exhibit 99.1, and are not deemed “filed” for purposes of Section 18 of the Exchange Act nor incorporated by reference into other Securities Act or Exchange Act filings.
Broadridge Financial Solutions announced its Board declared a quarterly cash dividend of $0.975 per share. The dividend will be paid on January 5, 2026 to stockholders of record as of the close of business on December 12, 2025. The company furnished a press release with these details as an exhibit.
Broadridge Financial Solutions (BR) furnished an update under Item 2.02, announcing it issued a press release with financial results for the first quarter of fiscal 2026, covering the period ended September 30, 2025. The company also posted an accompanying earnings webcast and conference call presentation on its investor relations website.
The press release and presentation were furnished as Exhibits 99.1 and 99.2 and are not deemed filed under the Exchange Act. The filing includes forward‑looking statements language and refers investors to risk factors in the Form 10‑K for the fiscal year ended June 30, 2025.
Broadridge Financial Solutions, Inc. furnished an update that its September 2025 investor presentation has been posted on its website and attached as Exhibit 99.1. The information is provided as a Regulation FD disclosure and is not deemed filed under the securities laws.
The company reiterates that the presentation may contain forward-looking statements based on management’s expectations and assumptions, and highlights multiple risk factors, including regulatory changes, client concentration, cybersecurity threats, market activity, technology change, competition, personnel retention, and the impact of acquisitions and divestitures, all of which could cause actual results to differ materially.
Broadridge Financial Solutions filed an amended Current Report (Form 8-K/A) reporting a Term Credit Agreement dated August 21, 2025. The filing lists the agreement as Exhibit 10.1 and identifies JPMorgan Chase Bank, N.A. as Administrative Agent and the company and lenders as parties. The document is signed by Ashima Ghei. No financial terms, borrowing amounts, interest rates, maturity dates or other contractual details are included in the text provided.
Broadridge Financial Solutions, Inc. disclosed in a current report that it has entered into a Term Credit Agreement among the company, the lenders party thereto and JPMorgan Chase Bank, N.A., as Administrative Agent. The filing identifies the credit agreement as an exhibit but does not include any material economic terms, facility size, maturity, covenants, or borrowing details within the disclosed text.