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Broadridge Financial Solutions 8-K Report, Regulation FD Disclosure (May 9, 2025)

Reports
Regulation FD·Exhibits & Filings
Filing Date
Filed May 9, 2025
Period End
May 9, 2025
Security
BR
In the record · 2016–202610-K1110-Q338-K224

BR filed 11 annual reports (10-K), 33 quarterly reports (10-Q) and 224 current reports (8-K) between 2016 and 2026.

  1. Material agreement8-K · Feb ’17Feb ’17
  2. Material agreement8-K · Jan ’20Jan ’20
  3. Leadership change8-K · Aug ’22Aug ’22
  4. Leadership change8-K · Jun ’26Jun ’26

01—Abstract

Summary

Summary of the 8-K filed May 9, 2025. Cited figures are marked; the original filing is the authoritative source.

Broadridge Financial Solutions, Inc. filed this Form 8-K under Item 7.01 (Regulation FD Disclosure) on May 9, 2025 to report that it posted its May 2025 investor presentation to its website at broadridge-ir.com.

The filing contains no new financial results of its own; the substantive content is Exhibit 99.1, the investor presentation, which is furnished rather than filed for purposes of Section 18 of the Exchange Act. The presentation frames Broadridge around three franchises and states a FY'24 recurring revenue base of $4.2Ba, with a FY'24-26 recurring revenue growth objective of 7-9% and an FY'24-26 Adjusted EPS growth objective of 8-12%. It cites a Vended Addressable Market of $60B and a total addressable market of $225B, and reports that the Investor Communication Solutions (ICS) segment generated $2.6B of recurring revenue while Global Technology & Operations (GTO) generated $1.6B.

For the third quarter of fiscal 2025 (ended March 31, 2025), the presentation reports recurring revenues of $1,204 millionb, up 7% on a GAAP basis and 8% in constant currency, total revenues of $1,812 million, and Adjusted EPS of $2.44 versus $2.23. Fiscal 2025 guidance was reaffirmed for recurring revenue growth of 6-8% in constant currency and Adjusted EPS growth of 8-12%, with the Adjusted EPS outlook moved to the middle of that range. Closed sales guidance was lowered to $240-$300 million from $290-$330 million.

02—Key points

Key Highlights

  1. Filing type: Item 7.01 Regulation FD disclosure announcing posting of the May 2025 investor presentation; the presentation is furnished as Exhibit 99.1 and not deemed filed.
  2. FY'24 recurring revenue of $4.2B, with a FY'24-26 recurring revenue growth objective of 7-9% and an organic growth range of 5-8%.
  3. FY'24-26 Adjusted EPS growth objective of 8-12%, with a FY'25 annual dividend amount of $3.52 subject to board approval.
  4. Q3 FY'25 recurring revenues of $1,204 million (up 7% GAAP, 8% constant currency); Adjusted EPS of $2.44 versus $2.23; Adjusted Operating income margin of 22.4% versus 21.4%.
  5. FY'25 guidance reaffirmed for 6-8% recurring revenue growth in constant currency and about 20% Adjusted Operating income margin, with Adjusted EPS growth of 8-12% now placed in the middle of the range.
  6. FY'25 closed sales guidance lowered to $240-$300 million from $290-$330 million.
  7. ICS recurring revenue of $2.6B and GTO recurring revenue of $1.6B, with Vended Addressable Market of $60B cited within a $225B total addressable market.

03—Questions

Frequently Asked Questions

  1. Does this 8-K report new financial results for Broadridge?

    No. The 8-K itself only states that the company posted its May 2025 investor presentation to its website. The financial information appears in the presentation (Exhibit 99.1), which summarizes third-quarter fiscal 2025 results previously discussed on the May 1, 2025 earnings call.

  2. What growth targets does Broadridge set for fiscal 2024 through 2026?

    The presentation sets a recurring revenue growth objective of 7-9%, including organic growth of 5-8%, and an Adjusted EPS growth objective of 8-12% for FY'24-26. It also targets free cash flow conversion of roughly 100% and a return on invested capital in the mid-to-high teens.

  3. How did Broadridge perform in the third quarter of fiscal 2025?

    Recurring revenues were $1,204 million, up 7% on a GAAP basis and 8% in constant currency. Total revenues were $1,812 million, operating income was $345 million, and Adjusted EPS was $2.44 compared with $2.23 a year earlier. Closed sales were $71 million, down from $80 million.

  4. Did Broadridge change its fiscal 2025 guidance?

    The company reaffirmed its recurring revenue growth guidance of 6-8% in constant currency and its Adjusted Operating income margin of about 20%. It placed Adjusted EPS growth of 8-12% in the middle of that range and lowered closed sales guidance to $240-$300 million from $290-$330 million.

  5. What is Broadridge's capital return policy?

    The presentation lists capital allocation priorities of funding high-return internal investments, growing the dividend in line with earnings, pursuing tuck-in M&A, and returning excess cash through share buybacks, while maintaining an investment grade rating. The FY'25 annual dividend amount is $3.52, subject to board declaration.

04—Continue

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