Highest-materiality recent filing
FY2026 recurring revenue +8% to $4.878B; adj EPS $9.60 (+12% YoY); diluted EPS $9.60 (+35%).
Broadridge appoints Todd Diganci to board; former FINRA CFO joins Aug 1, 2026
Board size increased from 9 to 10 members; Diganci appointed effective August 1, 2026.
Broadridge declares $0.975 quarterly dividend, payable July 2, 2026
Quarterly cash dividend of $0.975 per share declared by Board of Directors.
Broadridge closes $500M 5.750% senior notes due 2036, proceeds to repay 2026 notes
Closed $500M aggregate principal of 5.750% senior notes due May 15, 2036, issued under base indenture and first supplemental indenture.
Broadridge prices $500M of 5.750% senior notes due 2036 to refinance 2026 notes
Issued $500M aggregate principal of 5.750% senior notes due 2036; expected close May 15, 2026.
Broadridge posts investor presentation; no new financial details disclosed
Posted May 2026 investor presentation to broadridge-ir.com on May 6, 2026.
Broadridge Q3 recurring revenue +6% cc, EPS $2.72 adj.; raises FY26 guidance, acquires CQG for $173M
Q3 recurring revenue $1,288M (+7% reported, +6% cc); total revenue $1,954M (+8%).
Broadridge declares $0.975 quarterly dividend, payable April 8
Quarterly cash dividend of $0.975 per share declared by Board.
Broadridge posts February 2026 investor presentation; no material new information disclosed
Presentation posted to broadridge-ir.com on February 6, 2026 as Exhibit 99.1 to Form 8-K.
Broadridge expands board to 10, appoints Mosconi and Perry; Keller to resign April 30
Brett Keller resigns as director effective April 30, 2026, citing full-time missionary assignment in Japan.
Broadridge Q2 FY2026 recurring revenue +9%, raises adjusted EPS growth guidance to 9-12%
Q2 recurring revenue $1,070M (+9% YoY; +8% constant currency); total revenue $1,714M (+8%).
Broadridge posts November 2025 investor presentation with no material new financial disclosures
Investor presentation made available on Broadridge's IR website (broadridge-ir.com) on November 14, 2025.
Broadridge shareholders elect 8 directors, approve say-on-pay, ratify Deloitte at annual meeting
All 8 director nominees elected with majorities ranging from ~90.4M to ~95.4M votes for.
Broadridge declares quarterly dividend of $0.975 per share
Quarterly cash dividend of $0.975 per share declared by Board.
Recurring revenues $977M (+9% YoY); total revenues $1,589M (+12%).
Broadridge posts September 2025 investor presentation; no specific financial updates provided
Filed under Regulation FD; presentation available on Broadridge IR website.
Broadridge enters $750M term loan; corrects maturity to five years in amended 8-K
Term loan of $750M fully drawn on Aug 21, 2025; proceeds repay prior term loan and for general corporate purposes.
Broadridge enters $750M term credit agreement, repays existing term loan
Incurred $750M term loan on Aug 21, 2025, maturing Aug 21, 2028.
Broadridge FY2025 adj. EPS +11% to $8.55, annual dividend up 11%, FY2026 guidance issued
FY2025 recurring revenue +7% constant currency to $4.508B; total revenue $6.889B (+6%); adj. EPS $8.55 (+11%).
Broadridge declares $0.88 quarterly dividend, payable July 2, 2025
Quarterly cash dividend of $0.88 per share declared by Board of Directors.
Broadridge posts May 2025 investor presentation; no material new info disclosed
Presentation posted to broadridge-ir.com on May 9, 2025.
Broadridge Q3 recurring rev +8% cc, adj EPS +9%; reaffirms FY guide, narrows closed sales range
Q3 recurring revenue $1,204M (+7% reported, +8% cc); diluted EPS $2.05 (+15%), adj EPS $2.44 (+9%).
Broadridge posts Feb 2025 investor presentation; no material updates disclosed
Filing announces investor presentation posted to broadridge-ir.com on Feb 10, 2025.
Broadridge amends by-laws for Universal Proxy Rules and DGCL compliance
Stockholders using Universal Proxy Rules must provide required info and solicit 67% voting power.
Broadridge declares $0.88 quarterly dividend payable April 3, 2025
Quarterly cash dividend of $0.88 per share declared by Broadridge's Board.
Broadridge Q2 FY2025: recurring revenue +9% cc, adj EPS $1.56 (+70%), reaffirms FY guide
Recurring revenue grew 9% constant currency; total revenue up 13% to $1,589M.
Broadridge appoints Ashima Ghei as CFO, effective December 16, 2024
Ghei had served as interim CFO since July 1, 2024.
Broadridge enters $1.5B amended credit facility with five-year maturity
New $1.5B credit agreement: $1.0B USD tranche plus $500M multicurrency tranches (CAD, EUR, GBP, SEK, JPY).
Broadridge shareholders elect all 10 director nominees and approve say on pay at 2024 annual meeting
All 10 director nominees elected with 94.5M–98.7M votes for each; no dissident slate.
Broadridge declares $0.88 quarterly dividend, payable Jan 3, 2025
Quarterly cash dividend of $0.88 per share declared.
Broadridge posts November 2024 investor presentation; no material new details disclosed in filing
Company posted its November 2024 investor presentation to broadridge-ir.com on November 12, 2024.
Recurring revenues $900M (+4% constant currency); total revenues down 1% to $1,423M.
Broadridge posts September 2024 investor presentation; no material new disclosures
Presentation available at broadridge-ir.com, covers company strategy and market position.
Broadridge FY2024 Adj EPS $7.73 (+10%), raises dividend 10%; guides FY2025 5-7% recurring rev growth
FY2024 recurring revenues $4,223M (+6%), total revenues $6,507M (+7%); closed sales record $342M (+39%).
Broadridge CFO Edmund Reese resigns to join Aon; Ashima Ghei named interim CFO
Edmund Reese steps down as CFO effective June 30, 2024, to become CFO of Aon.
Broadridge posts May 2024 investor presentation online
Presentation posted on May 17, 2024 to broadridge-ir.com.
Broadridge declares quarterly cash dividend of $0.80 per share
Dividend of $0.80 per share declared on May 16, 2024.
Total revenues $1,726M (+5% YoY); recurring revenue $1,126M (+4% YoY, 4% constant currency).
Broadridge corrects investor presentation error, revising recurring revenue growth to 12%
Broadridge filed an 8-K/A to correct its February 2024 investor presentation, originally filed on Feb 29, 2024.
Broadridge posts February 2024 investor presentation on IR website
Presentation posted to broadridge-ir.com on February 28, 2024.
Broadridge declares $0.80 quarterly dividend payable April 5, 2024
Quarterly cash dividend of $0.80 per share declared by Board of Directors.
Broadridge Q2: recurring rev +7%, adj EPS $0.92, FY24 guidance reaffirmed
Recurring revenue $899M (+7%/+6% constant currency); total revenue $1,405M (+9% YoY).
Three-year objectives (FY2024-2026): organic recurring revenue growth 5-8%, constant-currency recurring revenue growth 7-9% CAGR.
Broadridge stockholders approve all proposals at 2023 annual meeting
All 11 director nominees elected with substantial majority votes (over 97 million votes for each).
Broadridge declares quarterly dividend of $0.80/share, payable Jan 5, 2024
Quarterly dividend set at $0.80 per share.
Broadridge Q1 FY2024: Recurring revenue +8% CC; Adj EPS +30% to $1.09; reaffirms FY guidance
Recurring revenue $871M (+8% CC, all organic); total revenue $1,431M (+12%).
Broadridge posts September 2023 investor presentation with no specific new material facts disclosed
Presentation posted on September 13, 2023, titled 'Scaling a Global Fintech Leader'.
Bob Schifellite transitions to Chairman of ICS, effective Oct 1, 2023, after serving as President.
Broadridge enters $1.3B amended term credit facility; SOFR+1.250% initial margin
Amended and restated term credit agreement dated Aug 17, 2023 provides $1.3 billion in term loan commitments.
Broadridge Q4 adj EPS +21% to $3.21; dividend raised 10% to $3.20 annual
Q4 recurring revenue +7% to $1.259B (constant currency +8%); total revenue +7% to $1.839B.
On June 9, 2026, the Board of Broadridge Financial Solutions, Inc. approved an increase in the Board size from nine members to 10 members and appointed Todd Diganci to the Company’s Board of Directors, effective August 1, 2026.
On May 31, 2024, Edmund Reese, Vice President and Chief Financial Officer of Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”), informed the Company that he is resigning to pursue other career opportunities, effective June 30, 2024.
Ashima Ghei will serve as Interim Chief Financial Officer of Broadridge, effective July 1, 2024, as the Company conducts a search for a new chief financial officer.
Michael Tae, currently serving as Corporate Vice President, President, Mutual Funds, Retirement, Issuer, and Data & Analytics, and Doug DeSchutter, currently serving as Corporate Vice President, President, Bank-Broker, Customer Communications, and Digital CoE, have been appointed as Co-Presidents of the ICS business, effective October 1, 2023.
Michael Tae, currently serving as Corporate Vice President, President, Mutual Funds, Retirement, Issuer, and Data & Analytics, and Doug DeSchutter, currently serving as Corporate Vice President, President, Bank-Broker, Customer Communications, and Digital CoE, have been appointed as Co-Presidents of the ICS business, effective October 1, 2023.
Bob Schifellite, President of the Investor Communication Solutions business (“ICS”) of Broadridge Financial Solutions, Inc. (the “Company” or “Broadridge”), will move into an advisory role as Chairman of ICS, effective October 1, 2023.
On August 11, 2022, the Board of Directors (the “Board”) of Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”) approved an increase in the Board size from 11 members to 12 members and appointed Eileen K. Murray as an independent member of the Board, effective September 1, 2022.
On August 10, 2021, the Board of Directors (the "Board") of Broadridge Financial Solutions, Inc. ("Broadridge" or the "Company") unanimously approved an increase in the Board size from 11 members to 12 members and appointed Annette L. Nazareth as an independent member of the Board, effective immediately.
Max materiality 0.85 · Median 0.50 · Most common event earnings