AI brief of an SEC Form 8-K · Broadridge Financial Solutions (BR)

Broadridge raises FY26 Adjusted EPS growth outlook to 9-12% as Q2 revenue rises 8%

Positive Impact 4 of 5 guidance Written later

Broadridge reported second quarter fiscal 2026 results for the three months ended December 31, 2025, with total revenues up 8% to $1,714 million and Recurring revenues up 9% to $1,070 million. The company raised its fiscal 2026 Adjusted EPS growth guidance to 9-12% from 8-12%, while reaffirming its other outlook measures. Reported diluted EPS more than doubled to $2.42, but that figure was helped by digital asset gains, while Adjusted EPS rose only 2% to $1.59.

Key points

  • Total revenues rose 8% to $1,714 million; Operating income fell 2% to $206 million, with margin at 12.0% versus 13.3%.
  • Adjusted EPS rose 2% to $1.59 and diluted EPS rose 102% to $2.42, which included an unrealized gain on digital assets of $137 million.
  • FY’26 Adjusted EPS growth guidance was raised to 9-12% from 8-12%; Recurring revenue growth, Adjusted Operating income margin of 20-21%, and Closed sales of $290-$330 million were unchanged.
  • Broadridge completed the acquisition of Acolin Group Holdco Limited on January 5, 2026, for approximately $70 million plus contingent consideration.

The filing

CompanyBroadridge Financial Solutions (BR)
Form8-K, current report
Filed with the SECFeb 3, 2026, 7:59 AM ET
Accession number0001383312-26-000005

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 03, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.