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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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., March 23, 2023 (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 ended February 28, 2023.

FactSet Reports Results for Second Quarter 2023

NORWALK, Conn., March 21, 2023 (GLOBE NEWSWIRE) -- FactSet  (NYSE: FDS | NASDAQ: FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, announced today that it will host a Fixed Income/Bond Holder call to discuss the Company's recent performance. The call will be hosted by Phil Snow, Chief Executive Officer, and Linda Huber, Chief Financial Officer. Their prepared remarks will be followed by a live Q and A session.

FactSet Schedules Fixed Income/Bond Holder Update Call

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NORWALK, Conn., Feb. 23, 2023 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, announced today that it will release its financial and operating results for the second quarter fiscal 2023, ending February 28, 2023, on Thursday, March 23, 2023. FactSet will also host a conference call to discuss these results at 11:00 a.m. Eastern Time on Thursday, March 23, 2023.

FactSet Schedules Second Quarter 2023 Earnings Call

The FactSet Research Systems stock has been an impressive performance machine over the last 20 years which the share price has risen by more than 2,000 percent. FactSet is growing even in difficult macroeconomic times. The company is very well-positioned and could benefit from AI innovations.

FactSet Research Systems: Never Bought, Always Regretted

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Compounders And Dividends: February 2023 Watch List Update

NORWALK, Conn., Feb. 07, 2023 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, today announced that Linda Huber, Chief Financial Officer of FactSet, will participate in a fireside chat at 4:55 p.m. EST at the Credit Suisse 24 th Annual Financial Services Forum at The Ritz-Carlton Key Biscayne Miami, Florida on Tuesday, February 14, 2023.

FactSet To Participate in the Credit Suisse 24th Annual Financial Services Forum

FactSet solutions deployed to BMO Wealth Management professionals to drive digital transformation FactSet solutions deployed to BMO Wealth Management professionals to drive digital transformation

BMO Wealth Management Selects FactSet as Primary Market Data Provider

Joint solution offers hedge funds, institutional asset managers, and family offices greater data flexibility to complement individual investment needs NEW YORK , Jan. 26, 2023 /PRNewswire/ -- LightPoint Financial Technology ("LightPoint") and FactSet, a global financial digital platform and enterprise solutions provider, are collaborating to offer hedge funds, institutional asset managers, and family offices a fully integrated front-to-back solution with greater data flexibility. By combining LightPoint's portfolio, order, and execution management system (POEMS) with FactSet's data solution, investment managers can reimagine their trade and order workflows and improve on operational efficiencies when evaluating or executing on trading opportunities.

LightPoint Financial Technology and FactSet Collaborate to Provide Greater Data Flexibility

BOULDER, Colo.--( BUSINESS WIRE )--Entelligent, an independent climate data and analytics provider, and FactSet, a global financial digital platform and enterprise solutions provider, today announced the launch of Entelligent's patented climate transition risk data, known as T-Risk, on FactSet's digital platform.

Entelligent's T-Risk Goes Live on FactSet to Support Institutional Investors Worldwide

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

FactSet (FDS) Up 6.2% Since Last Earnings Report: Can It Continue?

Financial Professionals Enabled to Actively Monitor and Comprehensively Analyze Cryptocurrency Intelligence across FactSet's Enterprise Solutions Financial Professionals Enabled to Actively Monitor and Comprehensively Analyze Cryptocurrency Intelligence across FactSet's Enterprise Solutions

FactSet and Coin Metrics Collaborate to Deliver Digital Assets Data and Analytics

The March 2022 acquisition of CUSIP Global Services from S&P Global is expected to significantly boost FactSet's (FDS) open data strategy and expand its position in the global capital markets.

Why You Should Hold FactSet (FDS) Stock in Your Portfolio Now

FactSet's first-quarter fiscal 2023 earnings and revenues increase year over year.

FactSet (FDS) Shares Barely Move Since Q1 Earnings Beat

FactSet Research Systems Inc. (NYSE:FDS ) Q1 2023 Earnings Conference Call December 20, 2022 11:00 AM ET Company Participants Kendra Brown - Senior Vice President, Investor Relations Philip Snow - Chief Executive Officer Linda Huber - Chief Financial Officer Conference Call Participants Manav Patnaik - Barclays Toni Kaplan - Morgan Stanley Andrew Nicholas - William Blair Alex Kramm - UBS George Tong - Goldman Sachs Craig Huber - Huber Research Faiza Alwy - Deutsche Bank Kevin McVeigh - Credit Suisse Hans Hoffman - Jefferies Shlomo Rosenbaum - Stifel Keith Housum - Northcoast Research Owen Lau - Oppenheimer Operator Good day. Thank you for standing by.

FactSet Research Systems Inc. (FDS) Q1 2023 Earnings Call Transcript

FactSet (FDS) delivered earnings and revenue surprises of 10.83% and 1.19%, respectively, for the quarter ended November 2022. Do the numbers hold clues to what lies ahead for the stock?

FactSet Research (FDS) Surpasses Q1 Earnings Estimates

NORWALK, Conn., Dec. 20, 2022 (GLOBE NEWSWIRE) -- FactSet ("FactSet" or the "Company") (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, today announced results for its first quarter as of November 30, 2022.

FactSet Reports Results for First Quarter 2023

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NORWALK, Conn., Dec. 06, 2022 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, today announced its collaboration with BMLL Technologies (BMLL) to offer the company's granular order book history and analytics in the cloud.

FactSet and BMLL Technologies Collaborate to Provide Cloud-Based Granular Historical Tick Data and Analytics

FactSet is a Dividend Contender with 24 consecutive years of dividend growth. Shares currently offer a 0.84% yield. FactSet offers their clients various financial data and portfolio analysis tools to improve research times, allow for new investment ideas, and customizable technology offerings.

FactSet Research Systems: Consistent Growth With Sticky Customer Base

NORWALK, Conn., Nov. 02, 2022 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, today announced the launch of FactSet Model Center, a no-cost marketplace for wealth advisors to access the industry's best-of-breed investment solutions within a single, integrated platform.

FactSet Launches Model Center, a Marketplace Connecting Wealth Advisors with Asset Managers

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The pandemic-induced demand spike for solutions that ensure risk mitigation, cost reduction and productivity improvement should help the Zacks Business - Information Services industry prosper. FDS, SPGI and VRSK stocks are well poised to benefit from this demand surge.

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FactSet's (FDS) fourth-quarter fiscal 2022 earnings surge year over year, driven by higher revenues.

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News for FactSet Research Systems Stock (FDS)