Income-statement, balance-sheet and cash-flow figures from SEC filings, plus a debt profile anchored in the latest 10-K and updated by each 10-Q and debt exhibit.
Italic rows are computed from reported lines — open a row's info icon for its formula. Values reflect the latest filing (restatements included); per-share figures on today's split basis. Click a value for its source filing.
TTM: trailing twelve months through the latest reported quarter — flows sum the last four quarters, balances take the latest. 3Y/5Y/10Y columns are trailing CAGR from the newest fiscal year; blank where an endpoint is missing or negative.
Capital Returned to Shareholders
Cash spent on share repurchases and dividends per fiscal year, as reported on the cash-flow statement.
Across FY2009–FY2026: $3.75B in buybacks, $3.57B in dividends.
Debt Profile
Reported borrowing balances, repayment dates and agreement terms, with links to the underlying filings.
As of June 30, 2025, we had $3,252.3 million in aggregate carrying amount of total debt. Additionally, our revolving credit facility has a remaining borrowing capacity of $1,366.5 million as of June 30, 2025. Our overall leverage and the terms of our financing arrangements could:
As of June 30, 2024, we had $3,355.1 million in aggregate carrying amount of total debt. Additionally, our revolving credit facility has a remaining borrowing capacity of $1,500.0 million as of June 30, 2024. Our overall leverage and the terms of our financing arrangements could:
As of June 30, 2022, we had $3,793.0 million in aggregate principal amount of total debt. Additionally, our revolving credit facility has a remaining borrowing capacity of $1,475.0 million as of June 30, 2022. Our overall leverage and the terms of our financing arrangements could:
Reported debt balances
Each amount keeps its reported scope. Related balance-sheet measures appear under the borrowing they describe.
Related accounting measures — not additional borrowing
Carrying amounts can reflect issuance costs or discounts. Differences between these measures are not necessarily repayments due within a year.
Current operating lease liabilities
USD 38,900,000
Noncurrent operating lease liabilities
USD 224,100,000
6 filing observations remain unmatched and are excluded from instrument histories.
Instrument and agreement coverage is incomplete. Additional filings are awaiting review.
8 filings have incomplete source or extraction coverage. Verified observations are shown; missing observations do not establish that debt was unchanged. 3 legal exhibits were not safely readable, so covenant coverage is incomplete.
Covenants
Covenant terms have not yet been verified for this profile.
The balance figures do not establish whether covenants apply or whether the company complies with them.
Loans, facilities and notes
5.750% Senior Notes due 2036
Note · Broadridge Financial Solutions, Inc.
Reference: 5.750% Senior Notes due 2036
Active
Original principal
USD 500,000,000
Outstanding
—
Commitment
—
Availability
—
Maturity
May 15, 2036
Last reported interest terms:
5.75%
Reported 2026-05-15Later filings may not restate these terms; this does not confirm they still apply.
Covenant terms for this agreement are not yet verified.
Pursuant to the Indenture, on May 15, 2026, the Company issued $500,000,000 aggregate principal amount of Notes. The Notes bear interest at the rate of 5.750% per annum and will mature on May 15, 2036. Interest on the Notes is payable in cash on May 15 and November 15 of each year, beginning on November 15, 2026.
Issuer evidence: 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”).
Supporting evidence: 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”).
Supporting evidence: 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”).
2.600% Senior Notes due 2031
Note · Broadridge Financial Solutions, Inc.
Reference: 2.600% Senior Notes due 2031
Active
Original principal
USD 1,000,000,000
Outstanding
—
Commitment
—
Availability
—
Maturity
—
Last reported interest terms:
2.6%
Reported 2021-05-07Later filings may not restate these terms; this does not confirm they still apply.
Covenant terms for this agreement are not yet verified.
On May 6, 2021, 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, with respect to the offering and sale in an underwritten public offering (the “Offering”) by the Company of $1,000,000,000 aggregate principal amount of its 2.600% Senior Notes due 2031 (the “Notes”). The Underwriting Agreement is filed as an Exhibit to this Current Report on Form 8-K and is incorporated herein by reference.
Issuer evidence: On May 6, 2021, 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, with respect to the offering and sale in an underwritten public offering (the “Offering”) by the Company of $1,000,000,000 aggregate principal amount of its 2.600% Senior Notes due 2031 (the “Notes”).
Supporting evidence: On May 6, 2021, 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, with respect to the offering and sale in an underwritten public offering (the “Offering”) by the Company of $1,000,000,000 aggregate principal amount of its 2.600% Senior Notes due 2031 (the “Notes”).
Supporting evidence: On May 6, 2021, 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, with respect to the offering and sale in an underwritten public offering (the “Offering”) by the Company of $1,000,000,000 aggregate principal amount of its 2.600% Senior Notes due 2031 (the “Notes”).
5.750% Senior Notes due 2036
Note · Broadridge Financial Solutions, Inc.
Reference: 5.750% Senior Notes due 2036
Active
Original principal
USD 500,000,000
Outstanding
—
Commitment
—
Availability
—
Maturity
—
Last reported interest terms:
5.75%
Reported 2026-05-15Later filings may not restate these terms; this does not confirm they still apply.
Covenant terms for this agreement are not yet verified.
WHEREAS, pursuant to a board resolution, the Obligor has authorized the issuance of $500,000,000 of its 5.750% Senior Notes due 2036 (the “Senior Notes”); and
Issuer evidence: THIS FIRST SUPPLEMENTAL INDENTURE, between Broadridge Financial Solutions, Inc., a Delaware corporation (the “Obligor”), having its principal office at 5 Dakota Drive, Lake Success, New York 11042, and U.S. Bank Trust Company, National Association, as Trustee (the “Trustee”), is made and entered into as of this 15th day of May, 2026.
Supporting evidence: WHEREAS, pursuant to a board resolution, the Obligor has authorized the issuance of $500,000,000 of its 5.750% Senior Notes due 2036 (the “Senior Notes”); and
Supporting evidence: WHEREAS, pursuant to a board resolution, the Obligor has authorized the issuance of $500,000,000 of its 5.750% Senior Notes due 2036 (the “Senior Notes”); and
5.750% Senior Notes due 2036
Note · Broadridge Financial Solutions, Inc.
Reference: 5.750% Senior Notes due 2036
Active
Original principal
USD 500,000,000
Outstanding
—
Commitment
—
Availability
—
Maturity
—
Last reported interest terms:
5.75%
Reported 2026-05-06Later filings may not restate these terms; this does not confirm they still apply.
Covenant terms for this agreement are not yet verified.
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, 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”).
Issuer evidence: 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, 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”).
Supporting evidence: 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, 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”).
Supporting evidence: 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, 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”).
Price & Valuation
Multiples computed on the strict TTM/EV methodology — today's snapshot against peers, and each ratio recomputed as of past filing dates.
Valuation
EV/Revenue
2.84×
Peer median 1.53×
EV/EBIT
16.30×
Peer median 12.93×
P/E (TTM)
16.77×
Peer median 15.64×
EV/Adj. EBITDA (FY2026)
11.53×
Peer medians compare against the 23 similar-size Information Technology Services companies (of 70 listed).
EV/Adj. EBITDA uses
the company-stated
“Adjusted EBITDA”,
extracted from the reconciliation in its SEC filings — the company's own non-GAAP definition, not an XBRL-tagged figure.
Valuation over time computed as of each quarter's filing date
EV/Adj. EBITDA uses
the company-stated
“Adjusted EBITDA”,
extracted from the reconciliation in its SEC filings as it existed at each sample date — the company's own non-GAAP definition, not an XBRL-tagged figure. Each point's tooltip names its TTM or fiscal-year basis.
Revenue Breakdown
Annual revenue as the company disaggregates it in its own XBRL filings. Years a component wasn't reported show a dash.
Share mode is each component's slice of the reported components that year — issuers rarely tag every revenue dollar, so slices need not sum to total revenue.
