Form 10-Q · Quarterly report
Broadridge Financial Solutions 10-Q, filed Nov 3, 2026
- Filed
- CIK
- 0001383312
- Accession no.
- 0001628280-26-069260
Summary
Broadridge Financial Solutions disclosed in its quarterly report that it acquired four businesses — CQG, Acolin Group Holdco, iJoin (LDI-MAP) and Signal Agency — for an aggregate purchase price of $282.8 million net of cash acquired, with CQG placed in its Global Technology and Operations segment and the other three in Investor Communication Solutions. For the three months ended September 30, 2026, Broadridge reported equity position growth of 16%, equity revenue position growth of 11%, mutual fund/ETF position growth of 16% and internal trade growth of 7%, and cited severance and other restructuring costs tied to AI and productivity initiatives in fiscal 2027.
Key points
- Broadridge acquired CQG, a Denver-based execution management system provider for futures and options market participants, in April 2026.
- Broadridge acquired Acolin, a European cross-border fund distribution and regulatory services provider, in January 2026, and iJoin, a retirement plan technology provider, in September 2025.
- Broadridge acquired Signal Agency, a UK-based design, technology and consulting firm, in August 2025.
- Internal trade growth for Broadridge securities processing clients fell to 7% in the quarter ended September 30, 2026 from 17% a year earlier.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2. MANAGEMENT’S DISCUSSION OVERVIEW Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”), a Delaware corporation, is a global financial technology leader powering investing, corporate governance, and communications. The Company delivers technology-driven solutions to banks, broker-dealers, asset and wealth managers, public companies, investors, and mutual funds, that enable the Company’s clients to operate, innovate and grow. The Company’s trusted expertise and transformative technology solutions help financial services companies enhance investor engagement, optimize trading and investing, and digitize communications. …
An excerpt of the text as filed with the SEC, cut for length.
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