Factset Research Systems Inc
NYSE:FDS

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Factset Research Systems Inc Logo
Factset Research Systems Inc
NYSE:FDS
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Price: 294.45 USD 0.1% Market Closed
Market Cap: 11B USD

Factset Research Systems Inc
Investor Relations

In the financial data and analytics landscape, FactSet Research Systems Inc. stands as a pivotal player, weaving a rich tapestry of information for investment professionals. Founded in 1978 by Howard Wille and Charles Snyder, FactSet started with a clear mission—to simplify the complexity of financial data for analysts and investors. With its innovative platform, FactSet integrates data from thousands of databases around the world, offering seamless access through its sophisticated software. This capability empowers financial professionals with the precise and comprehensive data they need to make informed decisions, whether it's for portfolio management, investment research, or risk analysis.

FactSet generates its revenue primarily through subscriptions to its data services, which financial institutions and corporations worldwide depend on for timely and accurate information. The company has diligently expanded its offerings over the years, incorporating analytics, trading solutions, and comprehensive industry reports, thereby creating a comprehensive ecosystem around its core financial data services. This growth not only underscores its adaptability in a fast-paced financial environment but also reflects its commitment to providing clients with a holistic toolkit. As a result, FactSet's financial performance remains robust, driven by its ability to fuse cutting-edge technology with unparalleled data insights, earning it a distinguished place in the financial services industry.

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Last Earnings Call
Fiscal Period
Q1 2026
Call Date
Dec 18, 2025
AI Summary
Q1 2026

ASV Growth: Annual Subscription Value (ASV) grew 5.9% to $2.4 billion, with sequential acceleration and strong client expansion across regions and firm types.

Revenue & Margins: Revenue increased 6.9% year-over-year to $608 million, and adjusted operating margin was 36.2%. Adjusted EPS reached $4.51, up 3% year-on-year.

Shareholder Returns: FactSet boosted its share repurchase authorization from $400 million to $1 billion, reflecting confidence in its fundamentals; $554 million was returned to shareholders in the last 12 months.

AI Adoption: AI products saw broad user adoption, with over 45% sequential growth in usage; AI is now integrated across most solutions, supporting wins and retention.

Guidance Reaffirmed: Management reaffirmed full-year fiscal 2026 guidance across all major metrics, maintaining a prudent outlook despite a strong pipeline.

Productivity & Investment: Productivity gains from automation and tech upgrades are being reinvested in growth, with significant spending on tech, content, and sales incentives.

Market Environment: Management sees stronger client sentiment, a robust sales pipeline, and demand across all regions, but is balancing this with ongoing investment and caution in guidance.

Key Financials
ASV
$2.4B
Revenue
$608M
Adjusted Operating Margin
36.2%
Adjusted EPS
$4.51
Client Retention
91%
ASV Retention
above 95%
Share Repurchase Authorization
$1B
Quarterly Dividend
$1.10 per share
Total Shareholder Returns (last 12 months)
$554M
Gross Debt Leverage Ratio
1.4x
Net New Clients
7
Client Count
over 9,000
User Base
approaching 240,000
Other Earnings Calls

Management

Mr. Frederick Philip Snow C.F.A.
CEO & Director
No Bio Available
Ms. Helen L. Shan
Executive VP & CFO
No Bio Available
Ms. Katherine M. Stepp
Executive VP & CTO
No Bio Available
Ms. Catrina Harding
Executive VP & Chief People Officer
No Bio Available
Mr. Goran Skoko
Executive VP, Chief Revenue Officer and MD of EMEA & Asia Pacific
No Bio Available
Mr. Gregory T. Moskoff
MD, Controller & Chief Accounting Officer
No Bio Available
Ms. Alexandra van Nes
Senior Vice President of Investor Relations
No Bio Available
Mr. Christopher R. Ellis
Executive VP and Head of Strategic Initiatives & Partnership
No Bio Available
Mr. Robert James Robie
Executive VP & Head of Institutional Buyside
No Bio Available
Ms. Kristina W. Karnovsky
Executive VP and Head of the Dealmakers & Wealth
No Bio Available

Contacts

Address
CONNECTICUT
Norwalk
45 Glover Avenue
Contacts
+12038101000.0
www.factset.com