Skip to content
AnalystLens

Broadridge Financial Solutions 8-K Report, Regulation FD Disclosure (Nov 14, 2025)

Reports
Regulation FD·Exhibits & Filings
Filing Date
Filed November 14, 2025
Period End
November 14, 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 · Dec ’24Dec ’24

01—Abstract

Summary

Summary of the 8-K filed November 14, 2025. Cited figures are marked; the original filing is the authoritative source.

Broadridge Financial Solutions, Inc. furnished its November 2025 investor presentation (Exhibit 99.1) on November 14, 2025, by posting it to its website at broadridge-ir.com.

The filing is a Regulation FD disclosure; the information is furnished and not deemed "filed" under Section 18 of the Exchange Act. The presentation reviews the company's strategy across its Investor Communication Solutions and Global Technology and Operations franchises, and sets out its three-year objectives for FY'24-FY'26 of 7-9% Recurring revenue growth and 8-12% Adjusted EPS growth. The presentation's first quarter fiscal 2026 results, reported as of the November 4, 2025 earnings call, show Recurring revenues of $977 milliona (up 9%), Total revenues of $1,589 million (up 12%), Diluted EPS of $1.40 versus $0.68, and Adjusted EPS of $1.51 versus $1.00 (up 51%).

Closed sales were $33 millionb versus $57 million. Management reaffirmed FY'26 guidance, now at the higher end of its 5-7% constant currency Recurring revenue growth range, with Adjusted Operating income margin of 20-21%, Adjusted EPS growth of 8-12%, and Closed sales of $290-$330 million.

The presentation also notes that the company has returned capital through $250 millionc in share repurchases over the last two quarters and that the FY'26 annual dividend amount of $3.90 is subject to board declaration. The filing's forward-looking statements caution that results could differ materially from those expected, citing factors described in the company's 2025 Annual Report on Form 10-K.

02—Key points

Key Highlights

  1. Q1 FY'26 Recurring revenues of $977 million, up 9%, with 8% constant currency Recurring revenue growth
  2. Q1 FY'26 Adjusted EPS of $1.51 versus $1.00 a year earlier, up 51%; Diluted EPS of $1.40 versus $0.68
  3. Q1 FY'26 Total revenues of $1,589 million versus $1,423 million, up 12%; Operating income of $189 million versus $134 million
  4. FY'26 guidance: Recurring revenue growth constant currency of 5-7% (management says results are tracking to the higher end), Adjusted EPS growth of 8-12%, Adjusted Operating income margin of 20-21%
  5. Closed sales in Q1 FY'26 were $33 million versus $57 million; FY'26 Closed sales guidance is $290-$330 million, unchanged
  6. Capital allocation includes $250 million in share repurchases over the last two quarters and a FY'26 annual dividend amount of $3.90, subject to board declaration
  7. Three-year objectives for FY'24-FY'26 target 7-9% Recurring revenue growth and 8-12% Adjusted EPS growth

03—Questions

Frequently Asked Questions

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

    The company furnished under Item 7.01 (Regulation FD Disclosure) its November 2025 investor presentation, which it posted to its website at broadridge-ir.com on November 14, 2025. The presentation is attached as Exhibit 99.1.

  2. How did Broadridge perform in its first quarter of fiscal 2026?

    Recurring revenues were $977 million, up 9%, and total revenues were $1,589 million, up 12%. Operating income rose to $189 million from $134 million, and Adjusted EPS was $1.51 versus $1.00, up 51%. Closed sales were $33 million versus $57 million a year earlier.

  3. What is the company's fiscal 2026 outlook?

    Guidance as of the November 4, 2025 earnings call calls for Recurring revenue growth constant currency of 5-7%, now at the higher end of that range, Adjusted Operating income margin of 20-21%, Adjusted EPS growth of 8-12%, and Closed sales of $290-$330 million. Guidance for Adjusted Operating income margin, Adjusted EPS growth and Closed sales was unchanged.

  4. How is Broadridge returning capital to shareholders?

    The presentation cites $250 million in share repurchases over the last two quarters and dividends of $3.90 per share for FY'26 on an annual basis, subject to board declaration. It also states that the company aims to drive around 100% free cash flow conversion.

  5. What are the main risks flagged in the filing?

    The forward-looking statements list risks including changes in laws and regulations, reliance on a small number of clients, cybersecurity attacks, declines in securities market activity, system failures, economic and geopolitical conditions, competition, and the ability to retain key personnel. The company directs investors to the Risk Factors section of its 2025 Annual Report on Form 10-K for more detail.

04—Continue

← View all 8-K filings