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Broadridge Financial Solutions 8-K Report, Financial Results (Feb 3, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed February 3, 2026
Period End
February 3, 2026
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 February 3, 2026. Cited figures are marked; the original filing is the authoritative source.

Broadridge Financial Solutions, Inc. (NYSE: BR) furnished this Form 8-K to report results for the second quarter of fiscal year 2026, ended December 31, 2025.

Recurring revenues rose 9% to $1,070 milliona (8% in constant currency), total revenues increased 8% to $1,714 million, and diluted EPS was $2.42 versus $1.20 a year earlier. Adjusted EPS increased 2% to $1.59, and Adjusted Operating income was $265 million, up 1%, with Adjusted Operating income margin of 15.5% compared with 16.6% in the prior-year period. GAAP operating income declined 2% to $206 million, reflecting lower Event-driven revenues.

The company raised its FY'26 Adjusted EPS growth guidance to 9-12% from 8-12%, while reaffirming Recurring revenue growth constant currency at the higher end of 5-7%, an Adjusted Operating income margin of 20-21%, and Closed sales of $290b-$330 million. Diluted EPS growth benefited from $186.8 million of quarterly net gains on digital assets, which the company excludes from its Adjusted measures, and Corporate and Other pre-tax earnings of $156 million included an unrealized digital asset gain of $137 million and a $53 million realized gain tied to the contribution of Canton Coins to the Canton Digital Asset Treasury. Subsequent to quarter end, Broadridge completed the acquisition of Acolin Group Holdco Limited on January 5, 2026, for a total purchase price of approximately $70 million plus contingent consideration.

Acolin will be included in the ICS segment. The company also disclosed a production facility closure, with approximately $20 millionc of estimated pre-tax restructuring costs expected to be completed in the third quarter of fiscal 2026.

02—Key points

Key Highlights

  1. Recurring revenues grew 9% to $1,070 million; constant currency growth was 8%, driven by organic growth and acquisitions in ICS and GTO.
  2. Total revenues rose 8% to $1,714 million; Event-driven revenues fell 27% to $91 million, while Distribution revenues rose 14% to $553 million.
  3. Diluted EPS was $2.42 (up from $1.20) and Adjusted EPS rose 2% to $1.59; six-month Adjusted EPS was $3.09, up 21%.
  4. GAAP operating income decreased 2% to $206 million, with operating margin at 12.0% versus 13.3%; Adjusted Operating income margin was 15.5% versus 16.6%.
  5. FY'26 Adjusted EPS growth guidance was raised to 9-12% from 8-12%; Recurring revenue growth constant currency (higher end of 5-7%), Adjusted Operating income margin (20-21%), and Closed sales ($290-$330 million) were reaffirmed.
  6. Closed sales were $57 million, up 24%, while six-month Free cash flow (Non-GAAP) was $318.5 million versus $56.3 million a year earlier.
  7. Acquired Acolin Group Holdco Limited on January 5, 2026 for approximately $70 million plus contingent consideration; it will be included in the ICS segment.

03—Questions

Frequently Asked Questions

  1. Why did GAAP earnings per share more than double while Adjusted EPS grew only 2%?

    Diluted EPS of $2.42 includes a $186.8 million quarterly gain on digital assets (Canton Coins), which the company excludes from Adjusted measures. The Corporate and Other segment's pre-tax earnings of $156 million reflected an unrealized digital asset gain of $137 million and a $53 million realized gain from contributing Canton Coins to the Canton Digital Asset Treasury. Adjusted EPS of $1.59 excludes these items and rose 2% from $1.56.

  2. What drove the decline in Event-driven revenues and the lower operating margin?

    Event-driven revenues decreased $34 million, or 27%, to $91 million, mainly because lower mutual fund proxy revenues were partially offset by higher equity and other revenues. The filing states this was the primary reason operating income margin decreased to 12.0% from 13.3%.

  3. What changed in the company's fiscal 2026 guidance?

    Adjusted EPS growth guidance was raised to 9-12% from the previous 8-12%. Recurring revenue growth constant currency (higher end of 5-7%), Adjusted Operating income margin (20-21%), and Closed sales ($290-$330 million) were unchanged. The GAAP diluted EPS growth guidance is 32-36%.

  4. What is the Acolin acquisition and how does it affect the business?

    On January 5, 2026, Broadridge completed its acquisition of Acolin Group Holdco Limited, a European provider of cross-border fund distribution and regulatory services, for a total purchase price of approximately $70 million plus an additional contingent consideration liability. Acolin will be reported within the Investor Communication Solutions (ICS) segment.

  5. What is the production facility closure mentioned in the filing?

    Restructuring and Other Related Costs of $5.2 million for the quarter and $9.7 million for six months relate to severance and other costs for closing substantially all operations of a production facility. The estimated total pre-tax costs are approximately $20 million, with completion expected in the third quarter of fiscal year 2026.

04—Continue

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