BR 8-K SEC Filing Analysis

Latest settled — T+20d ⚠ clustered

BR ▼ -0.16% at T+20d

NEUTRAL call ✗ call lost -0.16% · α vs SPY -3.29% · entry $152.83 → $152.59

Next anchor: T+60d in 7w

Currently $144.87 · -5.21% from $152.83 entry

Entry anchored
May 6, 2026
via day open

T+1d

-2.33%

call -2.33% · α -3.16%

$149.27

settled 5w ago

T+5d

-5.82%

call -5.82% · α -7.33%

$143.93

settled 4w ago

T+20d

-0.16%

call -0.16% · α -3.29%

$152.59

settled 9d ago

T+60d

—

call — · α —

—

in 7w

Price Chart

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Executive Summary

Broadridge priced $500M of 5.750% senior notes due 2036, with proceeds to repay its $500M 3.400% notes maturing June 2026. This is a routine refinancing that extends debt maturity and increases interest cost, with no impact on equity fundamentals.

Key Financial Metrics

Deal Value

$500.0M

Actionable Insight

No immediate catalyst; refinancing is neutral. Monitor Q4 FY2026 earnings for updated interest expense guidance and any change in leverage targets.

Key Facts

$500,000,000 aggregate principal of 5.750% Senior Notes due 2036
Proceeds used to repay $500M 3.400% Senior Notes due June 2026
Public offering price: 99.700% of par, yield to maturity 5.790%
Closing expected May 15, 2026 (T+9 settlement)
Joint book-running managers: J.P. Morgan, BofA, Morgan Stanley, Wells Fargo

Financial Impact

Annual interest expense increases by approximately $11.75M (from ~$17M at 3.4% to ~$28.75M at 5.75%), partially offset by cash on hand used in repayment.

interest expensenet incomecash flow

Risk Factors

Higher annual interest expense reduces net income by ~$11.75M pre-tax
Refinancing risk if market conditions worsen before May 15 close

Market Snapshot

Exchange

NYSE

Sector

Services-Business Services, NEC

Analyst Consensus

72% bullish (18 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001140361-26-019332
Document: ef20072392_8k.htm	0001140361-26-019332
Document: ef20072392_ex99-1.htm	0001140361-26-019332
Document: 0001140361-26-019332-index-headers.html	0001140361-26-019332
Document: 0001140361-26-019332-index.html	0001140361-26-019332
Document: 0001140361-26-019332.txt	0001140361-26-019332

4 reports for BR

T+1T+5T+20T+60

Filters

Reports for BR — sortable, filterable
	Type				Now
May 21, 2026 22d ago	8-K NEUTRAL ★ 2/10	$149.85 $153.34	▲ +2.33%	▲ +0.48%	$144.87 (−3.32%)
May 6, 2026 5w ago	8-K NEUTRAL ★ 3/10	$152.83 $143.93	▼ −5.82%	▼ −7.33%	$144.87 (−5.21%)
May 6, 2026 5w ago	424B5 NEUTRAL ★ 3/10	$152.83 $143.93	▼ −5.82%	▼ −7.33%	$144.87 (−5.21%)
May 4, 2026 5w ago	424B5 NEUTRAL ★ 3/10	$153.26 $148.98	▼ −2.79%	▼ −5.73%	$144.87 (−5.48%)

US Market Status

Market Closed — Opens Mon (49h 39m)

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