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 Q3 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.

FactSet Research Systems (FDS) reports solid Q1 performance and growth opportunities

FactSet Research Systems (FDS) showcased strong financial performance in Q1 2025, with growth in ASV, operating margin, and EPS. While facing challenges in managing operating expenses and cash flow, the company remains focused on innovation and shareholder value. With opportunities for accelerated growth and market expansion, FactSet is well-positioned for future success.

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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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Traders anxiously wait for the earnings season to make quick gains from the stock price movement, both before and after the earnings announcement.

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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.

FactSet's (FDS) Q4 Earnings Miss Estimates, Increase Y/Y

The heavy selling pressure might have exhausted for FactSet (FDS) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

Down 12.7% in 4 Weeks, Here's Why FactSet (FDS) Looks Ripe for a Turnaround

FactSet Research Systems Inc. (NYSE:FDS ) Q4 2022 Earnings Conference Call September 22, 2022 11:00 AM ET Company Participants Kendra Brown - Senior Vice President, Investor Relations Phil Snow - Chief Executive Officer Linda Huber - Chief Financial Officer Conference Call Participants Ashish Sabadra - RBC Capital Markets Faiza Alwy - Deutsche Bank Owen Lau - Oppenheimer Manav Patnaik - Barclays Alex Kramm - UBS Greg Parrish - Morgan Stanley George Tong - Goldman Sachs Craig Huber - Huber Research Russell Quelch - Redburn Adam Parrington - Stifel Operator Good day and thank you for standing by. Welcome to FactSet Fourth Quarter 2022 Earnings Conference Call.

FactSet Research Systems Inc. (FDS) Q4 2022 Earnings Call Transcript

NORWALK, Conn., Sept. 22, 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 fourth quarter and full fiscal year 2022 ended August 31, 2022.

FactSet Reports Results for Fourth Quarter and Fiscal Year 2022

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FactSet (FDS) is well positioned to outperform the market, as it exhibits above-average growth in financials.

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FactSet's (FDS) fourth-quarter fiscal 2022 earnings and revenues are expected to have increased year over year.

FactSet (FDS) to Report Q4 Earnings: What's in the Offing?

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Earnings seasons provide investors with unique opportunities. Generally, a company's share price moves significantly ahead of its earnings, as well as when the company announces its earnings.

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High client retention rate, strategic acquisitions and pro-investor steps boost the FactSet (FDS) stock.

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FactSet (FDS) doesn't possess 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) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

FDS is set to report its Q4 earnings on September 22nd. Shares appear expensive following a strong rally in recent weeks.

FactSet Research Systems: Caution Ahead Of The Upcoming Q4 Report

FactSet is an attractive investment proposition from a growth perspective, given the company's strong financial and key performance metrics. The company's capital distribution programs are sustainable and should provide key support to shareholder value.

FactSet: Don't Miss This Consistent Grower At A Discount

NORWALK, Conn., Sept. 08, 2022 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, today announced that Rockefeller Capital Management is utilizing FactSet's advisor workstations across the enterprise to drive advisor productivity and support the firm's recruitment efforts.

Rockefeller Capital Management Leverages FactSet to Drive Advisor Productivity and Recruitment

NORWALK, Conn., Aug. 25, 2022 (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 fourth quarter fiscal 2022, ending August 31, 2022, on Thursday, September 22, 2022. FactSet will also host a conference call to discuss these results at 11:00 a.m. Eastern Time on Thursday, September 22, 2022.

FactSet Schedules Fourth Quarter 2022 Earnings Call

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Strategic acquisitions and investor-friendly steps boost FactSet (FDS) stock.

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FactSet solutions deployed to over 7,500 Raymond James wealth management professionals across the United States. FactSet solutions deployed to over 7,500 Raymond James wealth management professionals across the United States.

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NORWALK, Conn., Aug. 10, 2022 (GLOBE NEWSWIRE) -- FactSet ("FactSet" or the “Company”) (NYSE: FDS) (NASDAQ: FDS) today announced the appointment of Kate Stepp as Chief Technology Officer (CTO), effective September 1, 2022. Stepp will report directly to FactSet's CEO, Phil Snow. As a 14-year veteran of FactSet, Stepp brings her significant engineering, product, and organizational knowledge to the role of leading the Company's Technology organization and overseeing its digital transformation strategy.

FactSet Appoints Kate Stepp as Chief Technology Officer

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The services sector is expanding on higher orders, helping stocks like Target Hospitality (TH), FactSet Research Systems (FDS), SPS Commerce (SPSC) and Arcos Dorados Holdings (ARCO).

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