---
schema_version: "secwatch.filing_event.v1"
accession: "0001140361-25-032204"
form_type: "8-K"
ticker: "BR"
cik: "0001383312"
company_name: "BROADRIDGE FINANCIAL SOLUTIONS, INC."
filed_at: "2025-08-21T23:59:59+00:00"
generated_at: "2026-05-17T10:47:27.845670+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Broadridge enters $750M term credit agreement, repays existing term loan

## Summary
- Incurred $750M term loan on Aug 21, 2025, maturing Aug 21, 2028.
- Proceeds used to repay existing Aug 2023 term credit agreement and for general corporate purposes.
- Interest at Term SOFR + 1.250% p.a. initially, subject to ratings-based adjustment (spread range 1.000%–1.625%).
- No premium or penalty for voluntary prepayment; maximum leverage ratio covenant applies.
- JPMorgan Chase is administrative agent; BofA and Wells Fargo are joint lead arrangers.

## SEC filing metadata
- accession: 0001140361-25-032204
- form_type: 8-K
- ticker: BR
- cik: 0001383312
- company_name: BROADRIDGE FINANCIAL SOLUTIONS, INC.
- filed_at: 2025-08-21T23:59:59+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/1383312/000114036125032204/0001140361-25-032204-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1383312/000114036125032204/ef20054206_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001140361-25-032204
- JSON: https://secwatch.observer/filing/0001140361-25-032204.json
- Plain text: https://secwatch.observer/filing/0001140361-25-032204.txt

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