FactSet Research Systems

FactSet Research Systems Inc. (the Company or FactSet) is a global provider of integrated financial information, analytical applications and services for the investment and corporate communities. Since inception, global financial professionals have utilized the Company's content and multi-asset class solutions across each stage of the investment process. FactSet's goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis, in which the Company serves the front, middle, and back offices to drive productivity and improved performance. FactSet's flexible, open data and technology solutions can be implemented both across the investment portfolio lifecycle or as standalone components serving different workflows in the organization. FactSet is focused on growing the business throughout each of its three segments, the Americas, EMEA (formerly known as Europe), and Asia Pacific. The Company primarily delivers insight and information through the workflow solutions of Research, Analytics and Trading, Content and Technology Solutions (CTS) and Wealth. FactSet currently serves financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet provides both insights on global market trends and intelligence on companies and industries, as well as capabilities to monitor portfolio risk and performance and to execute trades. The Company combines dedicated client service with open and flexible technology offerings, such as a configurable desktop and mobile platform, comprehensive data feeds, an open marketplace and digital portals and application programming interfaces (APIs). The Company’s revenue is primarily derived from subscriptions to products and services such as workstations, analytics, enterprise data, and research management. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT.

Earnings data Q2 2021

Earnings data Q3 2021

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Earnings data Q4 2024

Earnings data Q1 2025

FactSet reports solid Q1 performance amidst cautious client spending

FactSet reports solid performance with organic ASV growth and revenue, but faces challenges from cautious client spending and a muted hiring environment. The company is optimistic about future opportunities in margin expansion, potential M&A activities, and advancements in product evolution and generative AI.

FactSet Research Systems reports robust Q2 performance amidst market challenges

FactSet's Q2 performance showcased strong growth, disciplined expense management, and strategic acquisitions. While facing challenges in market volatility, the company remains optimistic about future opportunities. With a focus on investments, margin improvement, and client-centric growth strategies, FactSet aims for sustained success.

FactSet reports solid Q3 earnings amidst market challenges and growth opportunities

FactSet Research Systems delivered solid financial performance in Q3, driven by organic ASV growth, margin expansion efforts, and strategic investments in generative AI technology.
While facing challenges from market volatility and cautious client behavior, the company remains focused on cost management, client alignment, and driving growth through product evolution and M&A opportunities.
With a diverse revenue mix, strong client relationships, and a commitment to margin expansion, FactSet is well-positioned to capitalize on opportunities in generative AI, wealth channel growth, and market recovery indicators.

FactSet reports strong fiscal 2023 performance, eyes gen AI growth

FactSet's fiscal 2023 performance reflects solid organic ASV growth and revenue, driven by strategic wins and investments in gen AI and user experience.
While facing challenges in adjusted EPS growth and cost savings realization, FactSet's strengths in gen AI, client interactions, and market optimism present growth opportunities.
With a focus on innovation, efficiency, and client-centric solutions, FactSet is poised for continued growth and market leadership in fiscal 2024 and beyond.

FactSet reports solid Q1 performance but revises FY24 guidance

FactSet's Q1 performance showcased growth in ASV and revenue, but revised guidance reflects challenges in sales cycles and client budgets. Despite market uncertainties, the company is confident in long-term growth, emphasizing efficiency gains through AI and strategic M&A opportunities.

FactSet reports solid Q2 performance amidst market challenges and opportunities

FactSet's Q2 2024 performance showed growth in ASV and EPS, but challenges in ASV retention and market conditions. The company's strengths lie in partner growth and efficiency gains from AI tools, while facing challenges in client count growth and expense management. Opportunities include cost avoidance through AI tools and a focus on margin improvement.

FactSet Reports Solid Q3 2024 Growth, Expands AI Integration

In Q3 2024, FactSet demonstrated solid financial performance and strategic growth through new client acquisitions and product enhancements. The company's focus on leveraging generative AI and expanding its market data offerings positions it well for sustained growth. FactSet remains committed to high retention rates and anticipates an organic ASV plus professional services growth rate of 4% to 5.5% for the fiscal year.

FactSet surpasses expectations in fiscal 2024, outlines growth strategies

FactSet Research Systems delivered strong financial performance in fiscal 2024, exceeding guidance and showcasing growth across regions.
The company's strategic focus on key pillars for fiscal 2025 sets the stage for continued expansion and innovation.
Challenges in expense management and segment-specific softness require attention for sustained growth and profitability.

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FactSet Research Systems Inc. (the Company or FactSet) is a global financial digital platform and enterprise solutions provider with open and flexible technologies that aims to supercharge financial intelligence. Since inception, global financial professionals have utilized the company's content and multi-asset class solutions across each stage of the investment process. FactSet's goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis, in which the company serves the front, middle, and back offices to drive productivity and improved performance. FactSet's flexible, open data and technology solutions can be implemented both across the investment portfolio lifecycle or as standalone components serving different workflows in the organization. FactSet is focused on growing the business throughout each of its three segments, the Americas, EMEA (formerly known as Europe), and Asia Pacific. FactSet revised its internal organization within each segment to offer data, products and analytical applications by firm type: Institutional Buyside, Dealmakers, Wealth, and Partnerships and CGS. The company believes organization by firm type better aligns with its clients, the long-term view of its business and commitment to investing for growth and efficiency. FactSet currently serves financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet provides both insights on global market trends and intelligence on companies and industries, as well as capabilities to monitor portfolio risk and performance and to execute trades. The company combines dedicated client service with open and flexible technology offerings, such as a configurable desktop and mobile platform, comprehensive data feeds, an open marketplace and digital portals and application programming interfaces (APIs). The company’s revenue is primarily derived from subscriptions to products and services such as workstations, analytics, enterprise data, and research management. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT.

NORWALK, Conn., Sept. 08, 2021 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, today announced that it has been selected by Raymond James Ltd. as its market data provider for financial advisors in Canada.

Raymond James Ltd. Selects FactSet to Provide Market Data for Canadian Financial Advisors

Huber Brings Extensive Finance and Operations Experience, Including 15 Years as a Public Company CFO Huber Brings Extensive Finance and Operations Experience, Including 15 Years as a Public Company CFO

FactSet Appoints Linda S. Huber as Chief Financial Officer

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NORWALK, Conn., Aug. 03, 2021 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, today announced that it will participate in the UBS Virtual Financial Services Conference on Tuesday, August 10, 2021.

FactSet to Participate in UBS Financial Services Virtual Conference

FactSet (FDS) reported earnings 30 days ago. What's next for the stock?

Why Is FactSet (FDS) Up 2.9% Since Last Earnings Report?

Integration of FactSet ESG data will allow new ESG screening for portfolio construction in Smartplus' Wealth Wing platform for retail clients Integration of FactSet ESG data will allow new ESG screening for portfolio construction in Smartplus' Wealth Wing platform for retail clients

FactSet and Smartplus Bring ESG to Retail Investors in Japan

FactSet (NYSE:FDS) is an established platform and analytics solutions provider catering to institutional investors, banks, and various types of financial consultancies. The company has adapted to changing customer requirements wonderfully well for the past two decades and provides a healthy mix of offerings for its core base of buy-side clients that account for nearly 84% of its revenues.

FactSet: A Resilient Yet Expensive Stock

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Karnovsky Brings Two Decades of Experience in Leadership Roles at FactSet; Most Recently, Served as Senior Vice President, Head of Research Solutions Karnovsky Brings Two Decades of Experience in Leadership Roles at FactSet; Most Recently, Served as Senior Vice President, Head of Research Solutions

FactSet Appoints Kristina Karnovsky as Executive Vice President, Chief Product Officer

The latest deal is expected to strengthen FactSet's (FDS) position in the energy space and expand its deep-sector content for investment professionals.

FactSet (FDS) to Gain From BTU Analytics Buyout: Here's How

NORWALK, Conn., July 15, 2021 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, today announced that it has become a signatory to the UN Global Compact and the internationally recognized Principles for Responsible Investment (PRI).

FactSet Signs on to UN Global Compact and Principles for Responsible Investment

Deal adds comprehensive sector data for North American power, oil, and gas to FactSet's content portfolio Deal adds comprehensive sector data for North American power, oil, and gas to FactSet's content portfolio

FactSet Acquires BTU Analytics

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Strong demand and competitive positioning have turned RBC Capital Markets analysts Bullish on shares of FactSet Research Systems, Inc. (NYSE:FDS). The FactSet Analyst: RBC's Ashish Sabadra initiated coverage of FactSet Research Systems, Inc. with an Outperform rating, setting a price target of $375.

Why RBC Analysts Are Bullish On FactSet: What Investors Should Know

FactSet's (FDS) third-quarter fiscal results are driven by higher sales of analytics, content and technology solutions. However, higher expenses hurt.

FactSet's (FDS) Q3 Earnings Miss Estimates, Decline Y/Y

FactSet Research Systems Inc. (FDS) CEO Phil Snow on Q3 2021 Results - Earnings Call Transcript

Shares of FactSet Research Systems (NYSE:FDS) decreased 0.3% in pre-market trading after the company reported Q3 results. Quarterly Results Earnings per share decreased 4.90% over the past year to $2.72, which missed the estimate of $2.74.

Recap: FactSet Research Systems Q3 Earnings

Record Quarterly Revenue Hits $400 Million Record Quarterly Revenue Hits $400 Million

FactSet Reports Solid Results for Third Quarter 2021

FactSet's (FDS) third-quarter fiscal 2021 revenues are expected to have increased year over year.

FactSet (FDS) Set to Report Q3 Earnings: What to Expect?

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NORWALK, Conn., June 01, 2021 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, today announced that it will release its financial and operating results for the third quarter fiscal 2021, ending May 31, 2021, on Tuesday, June 29, 2021. FactSet will also host a conference call to discuss these results at 11:00 a.m. eastern time on Tuesday, June 29, 2021.

FactSet Schedules Third Quarter 2021 Earnings Call

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Equilar announces new data feeds providing next-gen ESG data through FactSet.

Equilar Corporate Leadership Data Launched on Open:FactSet Marketplace

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