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

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Earnings data Q3 2023

Earnings data Q4 2023

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Earnings data Q2 2024

Earnings data Q3 2024

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.

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13 Upcoming Dividend Increases

FactSet (FDS) has a consistent track record of rewarding its shareholders through share repurchases and dividends.

Reasons to Hold FactSet (FDS) Stock in Your Portfolio Now

NORWALK, Conn., May 06, 2024 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, announced today that Linda Huber, Chief Financial Officer of FactSet, will participate in a fireside chat at the Barclays Americas Select Franchise Conference at the Langham London in London, England on Tuesday, May 7, 2024.

FactSet Participates in Barclays Americas Select Franchise Conference

NORWALK, Conn., May 02, 2024 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced that its Board of Directors approved a 6% increase in the regular quarterly cash dividend of $0.98 per share to $1.04 per share.

FactSet Increases Dividend

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FactSet's (FDS) rise in organic revenues year over year benefits from impressive growth across the Americas, the EMEA and the Asia Pacific region.

FactSet (FDS) Q2 Earnings Surpass Estimates, Revenues Miss

FactSet Research Systems Inc. (FDS) Q2 2024 Earnings Call Transcript

Although the revenue and EPS for FactSet (FDS) give a sense of how its business performed in the quarter ended February 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Compared to Estimates, FactSet (FDS) Q2 Earnings: A Look at Key Metrics

NORWALK, Conn., March 21, 2024 (GLOBE NEWSWIRE) -- FactSet (“FactSet” or the “Company”) (NYSE:FDS) (NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced results for its second quarter fiscal 2024 ended February 29, 2024.

FactSet Reports Results for Second Quarter 2024

FactSet Research (FDS) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Earnings Season Could Be Great for FactSet Research (FDS)

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An increase in demand for risk mitigation, cost reduction and productivity improvement solutions is likely to help the Zacks Business-Information Services industry prosper. EXPGY, FDS and IKTSY are well-poised to benefit from this surge.

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Besides Wall Street's top -and-bottom-line estimates for FactSet (FDS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended February 2024.

Unveiling FactSet (FDS) Q2 Outlook: Wall Street Estimates for Key Metrics

FactSet's (FDS) second-quarter fiscal 2024 earnings and revenues are expected to increase year over year.

FactSet (FDS) to Report Q2 Earnings: What's in the Offing?

FactSet (FDS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

FactSet Research (FDS) Reports Next Week: Wall Street Expects Earnings Growth

First interactive GenAI product available in the FactSet Workstation, with approx. 4,000 active users First interactive GenAI product available in the FactSet Workstation, with approx. 4,000 active users

FactSet Releases Transcript Assistant, A Game-Changing AI Tool for Earnings Call Analysis

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NORWALK, Conn., Feb. 15, 2024 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, announced today that it will release its financial and operating results for the second quarter fiscal 2024, ending February 29, 2024, on Thursday, March 21, 2024. FactSet will also host a conference call to discuss these results at 11:00 a.m. Eastern Time on Thursday, March 21, 2024.

FactSet Schedules Second Quarter 2024 Earnings Call

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Investors with an interest in Business - Information Services stocks have likely encountered both TransUnion (TRU) and FactSet Research (FDS). But which of these two stocks presents investors with the better value opportunity right now?

TRU vs. FDS: Which Stock Is the Better Value Option?

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

FactSet (FDS) Up 1.4% Since Last Earnings Report: Can It Continue?

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FactSet (FDS) gains from strategic partnerships and acquisition efforts.

FactSet (FDS) Gains 21% in the Past Six Months: Here's How

FactSet (FDS) witnesses revenue growth driven by growth in Analytics & Trading and Content & Technology solutions.

FactSet (FDS) Q1 Earnings and Revenues Beat Estimates, Rise Y/Y

FactSet Research Systems Inc. (FDS) Q1 2024 Earnings Call Transcript

While the top- and bottom-line numbers for FactSet (FDS) give a sense of how the business performed in the quarter ended November 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Compared to Estimates, FactSet (FDS) Q1 Earnings: A Look at Key Metrics

News for FactSet Research Systems Stock (FDS)