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Broadridge Financial Solutions 8-K Report, Regulation FD Disclosure (Sep 5, 2025)

Reports
Regulation FD·Exhibits & Filings
Filing Date
Filed September 5, 2025
Period End
September 5, 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 · Mar ’19Mar ’19
  3. Leadership change8-K · Aug ’21Aug ’21
  4. Leadership change8-K · Jun ’24Jun ’24

01—Abstract

Summary

Summary of the 8-K filed September 5, 2025. Cited figures are marked; the original filing is the authoritative source.

Broadridge Financial Solutions, Inc. (BR) filed this Form 8-K on September 5, 2025 under Item 7.01 (Regulation FD Disclosure) to furnish its September 2025 investor presentation, posted that day to broadridge-ir.com and attached as Exhibit 99.1.

The filing states the information is furnished, not filed, for purposes of Section 18 of the Exchange Act. The filing itself contains no new transaction, earnings release, or event; it is a presentation filing. The presentation reiterates results and outlook from the company's August 5, 2025 earnings call.

For fiscal 2025 (ended June 30, 2025), Broadridge reported total revenues of $6.89 billiona (up 6%), recurring revenues of $4.51 billion (up 7%), diluted EPS of $7.10 (up 21%), and Adjusted EPS of $8.55 (up 11%, non-GAAP). Fiscal 2025 Closed sales were $288 million, down 16%. Adjusted operating income margin was 20.5%, and free cash flow was $1,056.4 million.

Fiscal 2026 guidance calls for 5-7% recurring revenue growth in constant currency, a 20-21% adjusted operating income margin, 8-12% adjusted EPS growth, and Closed sales of $290b-$330 million. The company also cited a three-year objective for fiscal 2024-2026 of 7-9% recurring revenue growth and 8-12% adjusted EPS growth.

The presentation highlights a dividend of $3.90c per share for fiscal 2026, subject to board approval, and total capital returns that include dividends and share repurchases. The filing's forward-looking statements caution that results could differ materially, citing factors such as client concentration, cybersecurity risk, market activity, and competition, with details in the company's 2025 Form 10-K.

02—Key points

Key Highlights

  1. Fiscal 2025 total revenues were $6.89 billion, up 6%, and recurring revenues were $4.51 billion, up 7%.
  2. Diluted EPS was $7.10 (up 21%), and Adjusted EPS (non-GAAP) was $8.55 (up 11%).
  3. Fiscal 2025 Closed sales were $288 million, down 16%, and Q4 Closed sales were $114 million, down 28%.
  4. Fiscal 2026 guidance: 5-7% recurring revenue growth in constant currency, 20-21% adjusted operating income margin, 8-12% adjusted EPS growth, and $290-$330 million in Closed sales.
  5. Fiscal 2025 free cash flow (non-GAAP) was $1,056.4 million, versus $943.2 million in fiscal 2024.
  6. The presentation indicates a fiscal 2026 annual dividend amount of $3.90 per share, subject to board declaration.
  7. The filing is a Regulation FD furnishing of the September 2025 investor presentation, not filed for Section 18 purposes.

03—Questions

Frequently Asked Questions

  1. What did Broadridge disclose in this 8-K filing?

    The filing furnishes under Item 7.01 the company's September 2025 investor presentation, posted on September 5, 2025 to broadridge-ir.com as Exhibit 99.1. The filing itself reports no new financial results or transactions.

  2. What were Broadridge's fiscal 2025 headline results?

    Per the presentation, fiscal 2025 total revenues were $6.89 billion (up 6%), recurring revenues were $4.51 billion (up 7%), diluted EPS was $7.10 (up 21%), and Adjusted EPS was $8.55 (up 11%, non-GAAP).

  3. What is Broadridge's fiscal 2026 outlook?

    The presentation gives fiscal 2026 guidance of 5-7% recurring revenue growth in constant currency, a 20-21% adjusted operating income margin (non-GAAP), 8-12% adjusted EPS growth (non-GAAP), and Closed sales of $290-$330 million.

  4. How did Closed sales perform?

    Fiscal 2025 Closed sales were $288 million, down 16%. Fourth-quarter Closed sales were $114 million, down 28%. Fiscal 2026 guidance calls for $290-$330 million.

  5. What are the stated risks to these forward-looking statements?

    The filing cautions that actual results could differ materially due to factors including changes in laws and regulations, reliance on a small number of clients, cybersecurity attacks, declines in securities market activity, system failures, competition, and acquisitions and divestitures. Investors are directed to the risk factors in the company's 2025 Annual Report on Form 10-K.

04—Continue

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