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

Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q1 2024

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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.

The financial-data vendor is forecasting slowing growth in its new fiscal year.

Why Shares of FactSet Fell 10% in September

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FactSet's (FDS) fourth-quarter fiscal 2019 results benefit from higher sales of analytics, wealth management, content and technology solutions, and operating efficiency.

FactSet (FDS) Beats Earnings and Revenue Estimates in Q4

FactSet's subscription model generates recurring free cash flow, fends off competition and offers long-term visibility for investors.

FactSet: Attractive Business Model But Unattractive Price

The financial services company's CFO gets specific when discussing FactSet's plans for incremental investment in key growth areas.

FactSet Management Talks Growth Opportunities, Share Repurchases, and More

FactSet Research Systems Inc. (FDS) CEO Phil Snow on Q4 2019 Results - Earnings Call Transcript

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Carnival discloses a slowdown in booking trends, and FactSet predicts flat earnings.

Stock Market News Today: Sept. 26, 2019

Shares are down despite better-than-expected results for the top and bottom lines.

Why FactSet Stock Fell Sharply Thursday

The investment data specialist has kept doing well, but some fear turbulent markets in the near future.

Are Tougher Times Coming for FactSet?

FactSet Research Systems (NYSE: FDS) reported fourth-quarter earnings of $2.61 per share Thursday, beating the consensus estimate of $2.47 by 5.67%.

FactSet Research Posts Q4 Beat, Lowers 2020 Guidance

Fiscal 2019 sees 39th consecutive year of revenue growth Fiscal 2019 sees 39th consecutive year of revenue growth

FactSet Achieves Solid Revenue and Strong EPS Growth in Fourth Quarter and Full Year 2019

FactSet Research Systems Inc. (NYSE: FDS) announces its next round of earnings this Thursday, Sept.

FactSet Research Systems's Earnings Preview

FactSet Research stock price appears to be breaking out to the upside. This move comes after a long bullish consolidation.

FactSet Stock (FDS) Trading Research: Buy Rating

FactSet's (FDS) fourth-quarter fiscal 2019 earnings and revenues are expected to increase year over year.

FactSet (FDS) to Report Q4 Earnings: Is a Beat in Store?

NORWALK, Conn., Aug.  29, 2019  (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 fourth quarter fiscal 2019, ending August 30, on Thursday, September 26, 2019. FactSet will also host a conference call to discuss these results at 11:00 a.m. eastern time.

FactSet Schedules Fourth Quarter 2019 Earnings Call

Factset's solid product, fundamentals, and financial performance provide a strong investment opportunity for both technology and income investors.

Factset: Strong And Steady

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

Why Is FactSet (FDS) Down 3.6% Since Last Earnings Report?

Shares of FactSet Research Systems Inc. (NYSE: FDS) seem fully valued, following the year-to-date rally and given expectations of organic growth decelerating in 2020, according to Morgan Stanley.

Morgan Stanley Downgrades FactSet On Valuation, Organic Growth Prospects

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Revenue growth at FactSet Research Systems Inc. (NYSE: FDS) could suffer due to secular challenges in the financial services end-market, as a result of tighter European Union rules and the ongoing shift from active to passive asset management, according to Goldman Sachs.

Regulatory, Industry Headwinds Pressuring FactSet's Revenue, Goldman Sachs Says In Downgrade

FactSet's (FDS) third-quarter fiscal 2019 results benefit from higher sales of wealth management, content and technology solutions, and operating efficiency.

FactSet (FDS) Surpasses Earnings and Revenue Estimates in Q3

FactSet Research Systems Inc. (FDS) CEO Phil Snow on Q3 2019 Results - Earnings Call Transcript

The investment data specialist is seeing a lot of growth.

FactSet Keeps Riding the Bull

FactSet (FDS) delivered earnings and revenue surprises of 10.55% and 1.56%, respectively, for the quarter ended May 2019. Do the numbers hold clues to what lies ahead for the stock?

News for FactSet Research Systems Stock (FDS)