---
schema_version: "secwatch.filing_event.v1"
accession: "0001140361-23-040281"
form_type: "8-K"
ticker: "BR"
cik: "0001383312"
company_name: "BROADRIDGE FINANCIAL SOLUTIONS, INC."
filed_at: "2023-08-17T23:59:59+00:00"
generated_at: "2026-06-11T07:35:04.578841+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Broadridge enters $1.3B amended term credit facility; SOFR+1.250% initial margin

## Summary
- Amended and restated term credit agreement dated Aug 17, 2023 provides $1.3 billion in term loan commitments.
- Loans mature 3 years from borrowing date; proceeds used to repay existing term loans and for general corporate purposes.
- Initial interest rate at Adjusted Term SOFR plus 1.250% per annum; step-ups/downs based on credit ratings.
- No premium or penalty on voluntary prepayments, subject to customary breakage costs.
- Leverage ratio covenant and customary affirmative/negative covenants included.

## SEC filing metadata
- accession: 0001140361-23-040281
- form_type: 8-K
- ticker: BR
- cik: 0001383312
- company_name: BROADRIDGE FINANCIAL SOLUTIONS, INC.
- filed_at: 2023-08-17T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1383312/000114036123040281/0001140361-23-040281-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1383312/000114036123040281/brhc20057693_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001140361-23-040281
- JSON: https://secwatch.observer/filing/0001140361-23-040281.json
- Plain text: https://secwatch.observer/filing/0001140361-23-040281.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.