BR BROADRIDGE FINANCIAL SOLUTIONS, INC.

NEUTRAL Impact: 3/10 424B5
Horizon days Filed May 4, 2026 Processed 1mo ago SEC 0001140361-26-018709
Notable filing: 424B5
Latest settled — T+20d
BR ▲ +4.37% at T+20d
NEUTRAL call ✓ call won +4.37% · α vs SPY -1.27% · entry $153.26 → $159.96
Next anchor: T+60d in 7w
Last close $148.98 (close Jun 8) · -2.79% from $153.26 entry
Entry anchored
May 4, 2026
via day open
T+1d
-0.78%
call -0.78% · α -1.58%
$152.06
settled 5w ago
T+5d
-2.79%
call -2.79% · α -5.73%
$148.98
settled 4w ago
T+20d
+4.37%
call +4.37% · α -1.27%
$159.96
settled 8d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Broadridge is issuing new senior notes due 2036 (preliminary, amount undisclosed) to refinance its $500M 3.400% senior notes maturing June 2026. The offering follows strong Q3 FY2026 results and raised guidance, positioning the company to extend its debt maturity profile and likely lower interest costs.

Actionable Insight

Monitor pricing of the new notes for spread relative to Treasuries — a tighter spread would signal strong credit demand. The refinancing removes near-term maturity risk and supports the balance sheet ahead of FY26.

Key Facts

  • Offering of senior notes due 2036 to refinance $500M of 3.400% notes due June 2026
  • Preliminary prospectus supplement — offering size and interest rate not yet determined
  • Use of proceeds: net proceeds plus cash on hand to repay existing 2026 notes
  • Earnings 4 days prior showed 8% revenue growth, 11% adjusted EPS growth, and raised FY26 guidance
  • Notes will be unsecured, unsubordinated, and not listed on any exchange

Financial Impact

Replacing $500M of 3.400% debt with new notes; exact terms TBD

interest expensedebt maturity profile

Risk Factors

  • Notes unsecured and structurally subordinated to subsidiary liabilities
  • No established trading market for the notes may limit liquidity

Market Snapshot

Exchange
NYSE
Sector
Services-Business Services, NEC
Analyst Consensus
72% bullish (18 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
424B5 Filing (Primary)0001140361-26-018709
Document: 0001140361-26-018709-index-headers.html0001140361-26-018709
Document: 0001140361-26-018709-index.html0001140361-26-018709
Document: 0001140361-26-018709.txt0001140361-26-018709
4 reports for BR
Performance horizon
Filters
Rows
Reports for BR — sortable, filterable
Type Now
May 21, 2026
19d ago
8-K
NEUTRAL ★ 2/10
$149.85 $153.34▲ +2.33%▲ +0.48%$148.98 (−0.58%)
May 6, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$152.83 $143.93▼ −5.82%▼ −7.33%$148.98 (−2.52%)
May 6, 2026
4w ago
424B5
NEUTRAL ★ 3/10
$152.83 $143.93▼ −5.82%▼ −7.33%$148.98 (−2.52%)
May 4, 2026
5w ago
424B5
NEUTRAL ★ 3/10
$153.26 $148.98▼ −2.79%▼ −5.73%$148.98 (−2.79%)
Showing 4 of 4

US Market Status

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