Factset Research Systems INC
Market Movers (8-K)
NYSE
FactSet announced its third quarter fiscal 2026 results, highlighting accelerating revenue growth, strong ASV retention, and increased adoption of its AI products.
Worse than expected
NYSE
FactSet Research Systems Inc. announced the appointment of Joshua Warren as Chief Financial Officer, effective April 13, 2026, succeeding Helen Shan.
NYSE
FactSet Research Systems Inc. reported a 7.1% increase in Q2 2026 GAAP revenues to $611.0 million and raised its fiscal 2026 guidance for organic ASV, GAAP revenues, and adjusted diluted EPS.
Better than expected
NYSE
FactSet Research Systems Inc. announced key leadership appointments, naming Kate Stepp as Chief AI Officer and Bob Stolte as Chief Technology Officer, effective March 2, 2026, to accelerate its enterprise AI and platform strategy.
NYSE
FactSet Research Systems Inc. stockholders approved key corporate governance changes, including an updated incentive plan and amendments to the Certificate of Incorporation, at their 2025 Annual Meeting.
NYSE
FactSet Research Systems Inc. reported a strong start to fiscal 2026 with increased revenues and diluted EPS, alongside a significant boost to its share repurchase program.
Better than expected
Quarterly Earnings (10-Q)
NYSE
FactSet Research Systems Inc. reported a 6.4% increase in Q3 2026 revenue to $622.9 million, but net income decreased by 14.7% to $126.7 million due to higher operating expenses.
Worse than expected
NYSE
FactSet Research Systems Inc. reported a 6.9% revenue increase and 4.4% diluted EPS growth for Q1 FY26, alongside a decline in operating margin and an ongoing material weakness in IT general controls.
Capital raise
NYSE
FactSet Research Systems Inc. reported a 5.9% increase in third-quarter revenues, driven by organic growth and recent acquisitions, but experienced declines in operating income and diluted earnings per share, while announcing a new CEO and addressing identified internal control weaknesses.
Worse than expected
Capital raise
NYSE
10-Q: FactSet Reports 4.5% Revenue Increase in Q2 2025, Driven by Workstations and Strategic Acquisitions
FactSet Research Systems Inc. announces a 4.5% increase in revenue for the second quarter of fiscal year 2025, fueled by growth in workstations and strategic acquisitions.
NYSE
FactSet's first quarter of fiscal year 2025 saw a 4.9% increase in revenue, driven by organic growth and strategic acquisitions, despite a decrease in operating margin.
NYSE
10-Q: FactSet Research Systems Inc. Reports Q3 2024 Results: Revenue and Earnings Exceed Expectations
FactSet Research Systems Inc. announced a 4.3% increase in revenue and an 18.2% increase in diluted earnings per share for the third quarter of fiscal year 2024, surpassing prior year results.
Better than expected
Annual Reports (10-K)
NYSE
FactSet Research Systems Inc. announced robust financial results for fiscal year 2025, with revenue up 5.4% and diluted EPS increasing 11.8%, alongside a significant CEO leadership transition and ongoing cybersecurity remediation efforts.
Delay expected
Better than expected
NYSE
FactSet's annual report reveals a 5.6% revenue increase in fiscal year 2024, fueled by growth in workstations, data solutions, and middle office offerings.
Worse than expected
Insider Trading (Form 4)
NYSE
FactSet Research Systems Inc. executive Joshua Warren reported transactions involving common stock and employee stock options.
NYSE
FactSet Research Systems Inc. Director Laurie G. Hylton acquired 439 shares of common stock and 1,074 stock options on January 15, 2026.
NYSE
FactSet Research Systems Director Lee Shavel reported the acquisition of common stock and stock options as part of non-employee director compensation.
NYSE
FactSet Research Systems Inc. Director Shlomo Elisha Wiesel was granted 571 restricted stock units and 1,396 stock options as part of his compensation.
NYSE
FactSet Research Systems Inc. Director Siew Kai Choy was granted 439 restricted stock units and 1,074 stock options, vesting in January 2027.
NYSE
FactSet Research Systems Inc. director Maria Teresa Tejada was granted 439 restricted stock units and 1,074 stock options.
Proxy Statements (Def-14A)
NYSE
FactSet Research Systems Inc. has filed definitive additional materials for its proxy statement with the SEC.
NYSE
FactSet Research Systems Inc. announces its 2025 Annual Meeting of Stockholders, featuring director elections, auditor ratification, executive compensation advisory vote, and key plan and charter amendments.
Worse than expected
NYSE
FactSet Research Systems Inc. has filed a definitive proxy statement with the SEC.
NYSE
FactSet's 2024 Annual Meeting of Stockholders will be held virtually on December 19, 2024, to vote on director elections, auditor ratification, executive compensation, and a stockholder proposal.
Schedule 13G - Passive Investments
NYSE
Vanguard Capital Management has reported a 7.37% beneficial ownership stake in FactSet Research Systems Inc. as of March 31, 2026.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting zero beneficial ownership in FactSet Research Systems Inc. following an internal realignment.
NYSE
Baron Capital Group and its affiliates have reported an aggregate beneficial ownership of 10.21% in FactSet Research Systems Inc. common stock.
NYSE
Baron Capital Group and its affiliates reported a 7.79% beneficial ownership stake in FactSet Research Systems Inc. as of December 31, 2025.
NYSE
Morgan Stanley has filed an amended Schedule 13G, indicating it has ceased to be a beneficial owner of more than five percent of FactSet Research Systems Inc.'s common stock.
NYSE
The Vanguard Group updated its beneficial ownership in FactSet Research Systems Inc., reporting an 11.9% stake totaling 4,455,010 common shares.