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 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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BOSTON & NORWALK, Conn.--(BUSINESS WIRE)--State Street and FactSet today announced a strategic partnership integrating State Street Alpha and the complementary strengths of FactSet to streamline data flows across the front, middle and back-office through State Street's Alpha Data Platform. The two companies expect the collaboration will provide common clients with a seamless and highly functional experience from client portals for equity, fixed income and multi-asset strategies all the way thro

State Street and FactSet Partner to Streamline Data Flows Across Front, Middle & Back Office

The recent buyout 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.

FactSet (FDS) Rides on Robust Top Line, Low Liquidity Ails

FactSet should achieve sustained growth and margin expansion due to favorable industry trends and cost-cutting strategies. FactSet's analytic workflows could benefit from increased volatility; the company has exhibited resilient operating performance through 2008 and 2020.

FactSet Research Systems: Resilient Growth At A Reasonable Price

FactSet's (FDS) third-quarter fiscal 2022 earnings and revenues increase year over year.

FactSet's (FDS) Q3 Earnings and Revenues Beat Estimates

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FactSet Research Systems Inc. (NYSE:FDS ) Q3 2022 Earnings Conference Call June 23, 2022 11:00 AM ET Company Participants Kendra Brown - SVP, IR Phil Snow - CEO Linda Huber - CFO Conference Call Participants Manav Patnaik - Barclays Toni Kaplan - Morgan Stanley Ashish Sabadra - RBC Capital Markets Alex Kramm - UBS Hamzah Mazari - Jefferies Andrew Nicholas - William Blair Craig Huber - Huber Research Partners Faiza Alwy - Deutsche Bank Shlomo Rosenbaum - Stifel Operator Good day, ladies and gentlemen. Thank you for standing by and welcome to FactSet's Third Fiscal Quarter 2022 Earnings Conference Call.

FactSet Research Systems Inc. (FDS) CEO Phil Snow on Q3 2022 Results - Earnings Call Transcript

FactSet Research Systems (NYSE: FDS) shares are trading higher after the company reported better-than-expected third-quarter earnings per share and sales results and issued guidance. FactSet Research Systems reported quarterly earnings of $3.76 per share which beat the analyst consensus.

Why FactSet Research Systems Shares Are Trading Higher Today

FactSet (FDS) delivered earnings and revenue surprises of 18.24% and 2.67%, respectively, for the quarter ended May 2022. Do the numbers hold clues to what lies ahead for the stock?

FactSet Research (FDS) Tops Q3 Earnings and Revenue Estimates

FactSet Research Systems Inc (NYSE: FDS) reported third-quarter FY22 revenue growth of 22.3% year-on-year to $488.8 million, beating the consensus of $473.1 million. Organic Annual Subscription Value (ASV) plus professional services were $1.9 billion on May 31, 2022, compared with $.

FactSet Registers 22% Revenue Growth In Q3 Aided By Double-Digit ASV Growth

NORWALK, Conn., June 23, 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 third quarter ended May 31, 2022.

FactSet Reports Results for Third Quarter 2022

FactSet Research Systems Inc. flourishes with its solid revenue growth and margin expansion. Its stellar balance sheet shows its impeccable liquidity position. Goodwill is quite high at 33%, which is reasonable for an S&P 500 company.

FactSet Sets The Fundamental Bar High, But The Stock Is Not Cheap

The recent acquisition of CUSIP Global Services is expected to significantly boost FactSet's (FCN) open data strategy and expand its position in the global capital markets.

Reasons to Retain FactSet (FDS) Stock in Your Portfolio

NORWALK, Conn., June 13, 2022 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, today announced that it has been named the 2022 Financial Services Industry Partner of the Year award winner by Snowflake , the Data Cloud company. This award was presented this week at the Snowflake Summit 2022 “The World of Data Collaboration.”

FactSet Named Snowflake Marketplace Partner of the Year for the Financial Services Industry Award

NORWALK, Conn., May 26, 2022 (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 2022, ending May 31, 2022, on Thursday, June 23, 2022. FactSet will also host a conference call to discuss these results at 11:00 a.m. eastern time on Thursday, June 23, 2022.

FactSet Schedules Third Quarter 2022 Earnings Call

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10 Upcoming Dividend Increases Including One Dividend King

Consecutive better-than-expected top and bottom-line performance, shareholder-friendly moves and encouraging guidance have been benefiting the FactSet (FDS) stock.

FactSet (FDS) Stock Up 13.8% in a Year: What's Behind It?

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FactSet (FDS) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

Down 13.9% in 4 Weeks, Here's Why You Should You Buy the Dip in FactSet (FDS)

NORWALK, Conn., May 02, 2022 (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 virtual fireside chat at 5:00 a.m. EDT / 10:00 a.m. BST at the Barclays Americas Select Franchise Conference on Wednesday, May 11, 2022.

FactSet to Participate in the Barclays Americas Select Franchise Conference

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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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Here's Why Momentum Investors Will Love FactSet Research (FDS)

FactSet's second-quarter fiscal 2022 earnings and revenues increase year over year.

FactSet's (FDS) Earnings and Revenues Beat Estimates in Q2

FactSet Research Systems Inc. (FDS) CEO Phil Snow on Q2 2022 Results - Earnings Call Transcript

FactSet (FDS) delivered earnings and revenue surprises of 10.47% and 0.97%, respectively, for the quarter ended February 2022. Do the numbers hold clues to what lies ahead for the stock?

News for FactSet Research Systems Stock (FDS)