Every material Form 8-K Broadridge Financial Solutions filed with the SEC in 2026, 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 Financial Solutions, Inc. reported its first quarter fiscal year 2027 results for the period ended September 30, 2026, delivering an 11% increase in recurring revenues and an adjusted EPS of $1.56. While GAAP diluted EPS declined 41% to $0.83 due to lower event-driven revenues and digital asset losses, the company reaffirmed its full-year 2027 guidance and returned capital via $200 million in share repurchases.
First quarter recurring revenues grew 11% to $1.083 billion, driven by 9% organic growth.
Diluted EPS was $0.83, down from $1.40, while Adjusted EPS rose 3% to $1.56.
Closed sales increased 10% to $36 million during the quarter ended September 30, 2026.
The company reaffirmed full-year 2027 guidance, including 6-8% recurring revenue growth on a constant currency basis.
Broadridge Financial Solutions disclosed in an 8-K that it moved its headquarters to 605 Third Avenue, New York, New York, on September 29, 2026, and changed its telephone number to (212) 918-6900. The filing is administrative and does not report financial results, guidance, or any change to operations or ownership.
Headquarters moved to 605 Third Avenue, New York, New York 10158, effective September 29, 2026.
New telephone number: (212) 918-6900.
Filed under Item 8.01 (Other Events); no financial figures are reported.
Broadridge reported fiscal 2026 revenue of $7,477 million, up 9%, and diluted EPS of $9.60, up 35%, with adjusted EPS up 12% to $9.60. The company guided fiscal 2027 to 8-12% adjusted EPS growth and 6-8% constant currency recurring revenue growth, and its board raised the annual dividend 12% to $4.36 and authorized a new $1.5 billion share repurchase program.
Fiscal 2026 total revenues rose 9% to $7,477 million; fourth-quarter revenues rose 7% to $2,220 million.
Fiscal 2026 diluted EPS was $9.60, up 35% from $7.10; adjusted EPS was $9.60, up 12% from $8.55.
Fiscal 2027 guidance: 6-8% constant currency recurring revenue growth, 8-12% adjusted EPS growth, and closed sales of $290-330 million.
Board declared a quarterly dividend of $1.09 per share payable October 5, 2026, and authorized up to $1.5 billion in share repurchases with no expiration date.
Broadridge Financial Solutions said its Board increased from nine to 10 members and appointed Todd Diganci, who was Executive Vice President, Chief Financial Officer and Chief Administrative Officer at FINRA from 2017 to June 2026, effective August 1, 2026. Mr. Diganci will serve on the Audit Committee, and the Company states eight of the 10 Board members will be independent.
Board size increased from nine to 10 members; appointment effective August 1, 2026
Todd Diganci served as CFO and Chief Administrative Officer at FINRA from 2017 to June 2026
Mr. Diganci will serve on the Audit Committee; eight of 10 Board members independent
Board determined he is independent under NYSE and SEC rules; compensation consistent with other independent directors
Broadridge Financial Solutions closed its offering of $500 million of 5.750% senior notes, issued May 15, 2026 and maturing May 15, 2036. The company plans to use the net proceeds, together with cash on hand, to repay its outstanding 3.400% senior notes due 2026, so the filing mainly reflects a refinancing that adds long-term debt.
$500 million aggregate principal of 5.750% senior notes issued May 15, 2026, maturing May 15, 2036
Interest payable in cash on May 15 and November 15 each year, beginning November 15, 2026
Net proceeds plus cash on hand to be used to repay the 3.400% senior notes due 2026
Notes are unsecured, not guaranteed by subsidiaries, and carry a 101% change-of-control repurchase offer
Broadridge priced a $500 million underwritten offering of 5.750% senior notes due 2036 under an agreement dated May 4, 2026. The company plans to use the net proceeds, together with cash on hand, to repay its outstanding 3.400% senior notes due 2026, and the offering is expected to close on May 15, 2026. The filing describes a debt refinancing and does not report a change in operating results.
Offering of $500 million aggregate principal of 5.750% senior notes due 2036, priced May 4, 2026
Net proceeds plus cash on hand to repay outstanding 3.400% senior notes due 2026
Expected closing date May 15, 2026, subject to customary closing conditions
Underwriters: J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC
Broadridge reported fiscal third-quarter 2026 results for the period ended March 31, 2026, with total revenue up 8% to $1,954 million and diluted EPS up 15% to $2.36. The company raised two fiscal 2026 guidance measures but lowered its closed sales outlook, and it completed its acquisition of CQG on April 30, 2026.
Total revenue rose 8% to $1,954 million; diluted EPS rose 15% to $2.36 and Adjusted EPS rose 11% to $2.72.
Operating income rose 4% to $359 million, but operating margin fell to 18.4% from 19.0%.
FY26 guidance: recurring revenue growth at constant currency raised to at or above 7%; Adjusted EPS growth raised to 10-12% from 9-12%.
FY26 closed sales guidance revised down to $240-290 million from $290-330 million.
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.
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.
Broadridge expanded its Board from eight to 10 members and appointed Trish Mosconi and Christopher Perry as directors, effective February 2, 2026. Director Brett Keller will resign effective April 30, 2026, and the filing says his decision did not result from any disagreement with the company. For shareholders, the filing reports a board change but no change to the chief executive or chief financial officer.
Board size increased from eight to 10 members effective February 2, 2026; eight of the 10 are independent, including Chairperson Eileen K. Murray.
Trish Mosconi joins the Audit and Compensation Committees; she is a Senior Advisor at Boston Consulting Group and previously served as Executive Vice President and Chief Strategy Officer at Synchrony Financial.
Christopher Perry, Broadridge's President since 2020 and an employee since 2014, joins the Board and will receive no additional compensation for the role.
Brett Keller, a director since 2015, resigns effective April 30, 2026, to take a full-time missionary leadership assignment in Japan.
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