Every material Form 8-K Broadridge Financial Solutions filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Broadridge reported first-quarter fiscal 2026 results for the period ended September 30, 2025, with total revenues up 12% and diluted EPS rising to $1.40 from $0.68, helped by higher event-driven proxy revenue. The company raised its fiscal 2026 recurring revenue growth outlook to the higher end of its 5-7% range and reaffirmed its 8-12% adjusted EPS growth guidance, though closed sales fell 43%.
Total revenues rose to $1,589 million from $1,423 million; recurring revenues rose 9% to $977 million.
Diluted EPS was $1.40 versus $0.68; adjusted EPS was $1.51 versus $1.00, up 51%.
FY2026 recurring revenue growth (constant currency) now expected at the higher end of 5-7%; adjusted EPS growth of 8-12% reaffirmed.
Company repurchased $150 million of its shares during the quarter; closed sales fell 43% to $33 million.
Broadridge Financial Solutions entered a $750 million three-year term credit agreement on August 21, 2025, led by JPMorgan Chase Bank, N.A. as administrative agent. The company said proceeds will repay its existing August 17, 2023 term credit agreement and fund general corporate purposes, which refinances existing debt and adds a new $750 million obligation for shareholders to track.
Term loan of $750 million, maturing on the third anniversary of the August 21, 2025 closing date
Loan bears interest at Term SOFR plus 1.250% initially, with step-up or step-down pricing based on ratings
Proceeds repay obligations under the Amended and Restated Term Credit Agreement dated August 17, 2023, and fund general corporate purposes
Loan can be prepaid at any time without premium or penalty, subject to customary breakage provisions
Broadridge reported fiscal 2025 results with diluted EPS up 21% to $7.10 and Adjusted EPS up 11% to $8.55, on recurring revenue growth of 7%. The Board also raised the annual dividend 11% to $3.90 per share and issued fiscal 2026 guidance calling for 8-12% Adjusted EPS growth.
Fiscal 2025 total revenues rose 6% to $6,889 million; diluted EPS was $7.10, up 21% from $5.86.
Fourth-quarter diluted EPS was $3.16, up 16%, while Adjusted EPS was $3.55, up 1%.
Fiscal 2026 guidance: 5-7% recurring revenue growth in constant currency and 8-12% Adjusted EPS growth.
Quarterly dividend of $0.975 per share is payable October 2, 2025, to holders of record on September 11, 2025.
Broadridge reported third-quarter fiscal 2025 results for the period ended March 31, 2025, with total revenues up 5% to $1,812 million and diluted EPS up 15% to $2.05. The company reaffirmed its recurring revenue growth and Adjusted EPS guidance but lowered its fiscal 2025 closed sales guidance to $240-300 million from $290-330 million, which shareholders should weigh alongside the stronger profit figures.
Recurring revenues rose 7% to $1,204 million; constant currency growth was 8%
Diluted EPS rose 15% to $2.05 and Adjusted EPS rose 9% to $2.44 versus the prior-year quarter
FY25 guidance reaffirmed: 6-8% recurring revenue growth constant currency and Adjusted EPS growth at the middle of the 8-12% range
FY25 closed sales guidance lowered to $240-300 million from $290-330 million
Broadridge reported second-quarter fiscal 2025 results for the period ended December 31, 2024, with total revenues up 13% to $1,589 million and diluted EPS up 103% to $1.20. The company reaffirmed its fiscal 2025 guidance, including 6-8% constant-currency recurring revenue growth, 8-12% adjusted EPS growth, and closed sales of $290-$330 million, which keeps the outlook unchanged for shareholders.
Total revenues rose 13% to $1,589 million from $1,405 million; operating income rose 69% to $211 million.
Adjusted EPS rose 70% to $1.56 from $0.92; diluted EPS rose to $1.20 from $0.59.
Recurring revenues rose 9% to $980 million; event-driven revenues rose 126% to $125 million.
FY25 guidance was unchanged, including 6-8% recurring revenue growth constant currency and closed sales of $290-$330 million.
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