01—Abstract
Summary
Summary of the 8-K filed February 9, 2026. Cited figures are marked; the original filing is the authoritative source.
Broadridge Financial Solutions, Inc. (BR) filed this Form 8-K under Item 7.01 (Regulation FD Disclosure) to furnish its February 2026 investor presentation, posted to its website on February 6, 2026, as Exhibit 99.1.
The filing itself contains no new financial results, but the presentation, which accompanies the February 3, 2026 second-quarter fiscal 2026 earnings call, restates the company's key metrics and outlook. Under the Securities Act and Exchange Act, the furnished material is not deemed filed for Section 18 purposes. For fiscal 2026 second quarter, the presentation reports total revenues of $1,714 milliona (up 8%), recurring revenues of $1,070 million (up 9%), and Adjusted earnings per share of $1.59 (up 2%), with 8% recurring revenue growth in constant currency.
GAAP diluted EPS was $2.42b versus $1.20, and Adjusted Operating income margin was 15.5% versus 16.6%. Management raised its FY'26 Adjusted EPS growth guidance to 9-12% from 8-12%, reaffirmed recurring revenue growth at the higher end of 5-7% constant currency, reaffirmed an Adjusted Operating income margin of 20-21%, and reaffirmed Closed sales of $290-$330 million.
The presentation reiterates the company's FY'24-26 three-year objectives: 7-9% recurring revenue growth, 8-12% Adjusted EPS growth, and 50+ basis points of annual Adjusted Operating income margin expansion, along with a fiscal 2026 annual dividend amount of $3.90c subject to board approval. It also cites free cash flow of $318.5 million for the six months ended December 31, 2025, and recent capital uses including the acquisition of Acolin on 1/5/26 and a contribution of Canton Coins to acquire an approximate 8% interest in Tharimmune, Inc.
02—Key points
Key Highlights
- Q2 FY'26 total revenues of $1,714 million, up 8%, and recurring revenues of $1,070 million, up 9%
- Q2 FY'26 Adjusted EPS of $1.59 versus $1.56, up 2%; GAAP diluted EPS of $2.42 versus $1.20
- FY'26 Adjusted EPS growth guidance raised to 9-12% from 8-12%
- FY'26 guidance reaffirmed: recurring revenue growth at the higher end of 5-7% constant currency, Adjusted Operating income margin of 20-21%, and Closed sales of $290-$330 million
- Q2 FY'26 Adjusted Operating income margin of 15.5%, down from 16.6% a year earlier; Closed sales of $57 million, up 24%
- Six-month free cash flow of $318.5 million versus $56.3 million, and capital returns that include dividends and net share repurchases
- Three-year FY'24-26 objectives reiterated: 7-9% recurring revenue growth, 8-12% Adjusted EPS growth, and 50+ bps annual Adjusted Operating income margin expansion
03—Questions
Frequently Asked Questions
Does this 8-K report new financial results?
No. Item 7.01 furnishes the February 2026 investor presentation (Exhibit 99.1), which summarizes results previously discussed on the February 3, 2026 earnings call, including second-quarter fiscal 2026 figures and updated guidance.
What changed in Broadridge's fiscal 2026 guidance?
The presentation shows the Adjusted EPS growth guidance raised to 9-12% from the previous 8-12%. Recurring revenue growth guidance was updated to the higher end of 5-7% constant currency, and Adjusted Operating income margin (20-21%) and Closed sales ($290-$330 million) were unchanged.
How did Broadridge perform in the second quarter of fiscal 2026?
Total revenues were $1,714 million, up 8%, and recurring revenues were $1,070 million, up 9%, with 8% constant currency recurring revenue growth. Operating income was $206 million, down 2%, and Adjusted Operating income was $265 million, up 1%. GAAP diluted EPS was $2.42, up from $1.20, while Adjusted EPS was $1.59, up 2%.
What is the dividend outlook and how is capital being deployed?
The presentation lists a FY'26 annual dividend amount of $3.90 per share, subject to Board declaration, up from $3.52 in FY'25. Year-to-date, the company reported $248 million in dividends paid and $253 million in net share repurchases, plus M&A including the January 5, 2026 acquisition of Acolin and a Canton Coin contribution to acquire an approximate 8% interest in Tharimmune, Inc.
What risks does the filing highlight?
The forward-looking statements caution about changes in laws and regulations, reliance on a relatively small number of clients, cybersecurity attacks, declines in securities market participation and activity, service provider failures, system disruptions, competitive conditions, and the ability to attract and retain key personnel. Investors are directed to the risk factors in the 2025 Annual Report on Form 10-K.
04—Continue