---
schema_version: "secwatch.filing_event.v1"
accession: "0001140361-26-021675"
form_type: "8-K"
ticker: "BR"
cik: "0001383312"
company_name: "BROADRIDGE FINANCIAL SOLUTIONS, INC."
filed_at: "2026-05-15T20:31:25+00:00"
generated_at: "2026-05-15T21:10:02.679729+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Broadridge closes $500M 5.750% senior notes due 2036, proceeds to repay 2026 notes

## Summary
- Closed $500M aggregate principal of 5.750% senior notes due May 15, 2036, issued under base indenture and first supplemental indenture.
- Net proceeds, together with cash on hand, to repay outstanding 3.400% senior notes due 2026.
- Notes are unsecured senior obligations, rank equally with other unsecured senior debt; no subsidiary guarantees.
- Joint book-running managers: J.P. Morgan, BofA Securities, Morgan Stanley, Wells Fargo.
- Interest payable semi-annually on May 15 and Nov 15, starting Nov 15, 2026; make-whole call protection until Feb 15, 2036.

## SEC filing metadata
- accession: 0001140361-26-021675
- form_type: 8-K
- ticker: BR
- cik: 0001383312
- company_name: BROADRIDGE FINANCIAL SOLUTIONS, INC.
- filed_at: 2026-05-15T20:31:25+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 2.03, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1383312/000114036126021675/0001140361-26-021675-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1383312/000114036126021675/ef20073635_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001140361-26-021675
- JSON: https://secwatch.observer/filing/0001140361-26-021675.json
- Plain text: https://secwatch.observer/filing/0001140361-26-021675.txt

## Key facts
- Debt Financings
  BROADRIDGE FINANCIAL SOLUTIONS, INC. incurred senior notes of $500,000,000 with U.S. Bank Trust Company, National Association at 5.750% per annum maturing May 15, 2036.
  - Instrument: senior notes
  - Principal: $500,000,000
  - Counterparty: U.S. Bank Trust Company, National Association
  - Rate: 5.750% per annum
  - Maturity: May 15, 2036
  - Event: incurrence
  source text: Pursuant to the Indenture, on May 15, 2026, the Company issued $500,000,000 aggregate principal amount of Notes.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1383312/000114036126021675/0001140361-26-021675-index.htm
- Material Agreements
  BROADRIDGE FINANCIAL SOLUTIONS, INC. entered into Underwriting Agreement with J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC valued at $500,000,000 aggregate principal amount of 5.750% Senior Notes due 2036 (effective 2026-05-04).
  - Action: entry
  - Agreement: underwriting
  - Counterparty: J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC
  - Value: $500,000,000 aggregate principal amount of 5.750% Senior Notes due 2036
  - Effective: 2026-05-04
  source text: As previously announced, on May 4, 2026, Broadridge Financial Solutions, Inc. (the “ Company ”) entered into an underwriting agreement (the “ Underwriting Agreement ”) with J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC, as representatives of the underwriters listed therein (the “ Underwriters ”), with respect to the offering and sale in an underwritten public offering (the “ Offering ”) by the Company of $500,000,000 aggregate principal amount of its 5.750% Senior Notes due 2036 (the “ Notes ”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1383312/000114036126021675/0001140361-26-021675-index.htm
- Material Agreements
  BROADRIDGE FINANCIAL SOLUTIONS, INC. entered into Base Indenture with U.S. Bank Trust Company, National Association valued at Issuance of $500,000,000 aggregate principal amount of 5.750% Senior Notes due 2036 (effective 2026-05-15).
  - Action: entry
  - Agreement: notes offering
  - Counterparty: U.S. Bank Trust Company, National Association
  - Value: Issuance of $500,000,000 aggregate principal amount of 5.750% Senior Notes due 2036
  - Effective: 2026-05-15
  source text: On May 15, 2026, the Company entered into a base indenture, dated May 15, 2026 (the “ Base Indenture ”), between the Company and U.S. Bank Trust Company, National Association, as trustee (the “ Trustee ”), and a first supplemental indenture to the Base Indenture, dated as of May 15, 2026 (the “ First Supplemental Indenture ”, and the Base Indenture, as so supplemented, the “ Indenture ”), between Company and the Trustee.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1383312/000114036126021675/0001140361-26-021675-index.htm

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