Factset Research Systems Inc
XMUN:FA1
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Factset Research Systems Inc
XMUN:FA1
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Factset Research Systems Inc
FactSet Research Systems sells financial data, research tools, and software that investment professionals use to analyze companies, markets, and portfolios. Its platform pulls together market prices, company financial statements, estimates, news, and analytics in one place so analysts, portfolio managers, bankers, and other finance teams can work faster and make comparisons more easily. The company makes money mainly by charging subscription fees for access to its data feeds, terminals, workflow tools, and custom analytics services. Its customers are mostly asset managers, hedge funds, investment banks, wealth managers, and corporate finance teams that need reliable, organized market information every day. FactSet sits in a middle layer of the financial information chain: it does not trade securities or manage money, but it supplies the data and tools that professionals use to do that work. That role gives it a sticky business model, because once a firm builds FactSet into its research and portfolio workflows, the service becomes part of its daily routine.
FactSet Research Systems sells financial data, research tools, and software that investment professionals use to analyze companies, markets, and portfolios. Its platform pulls together market prices, company financial statements, estimates, news, and analytics in one place so analysts, portfolio managers, bankers, and other finance teams can work faster and make comparisons more easily.
The company makes money mainly by charging subscription fees for access to its data feeds, terminals, workflow tools, and custom analytics services. Its customers are mostly asset managers, hedge funds, investment banks, wealth managers, and corporate finance teams that need reliable, organized market information every day.
FactSet sits in a middle layer of the financial information chain: it does not trade securities or manage money, but it supplies the data and tools that professionals use to do that work. That role gives it a sticky business model, because once a firm builds FactSet into its research and portfolio workflows, the service becomes part of its daily routine.
Growth: FactSet delivered record organic ASV growth of 7% for fiscal 2026, adding $168 million and finishing above the high end of its guidance.
Q4 results: Fourth-quarter revenue grew 6.3% year over year to more than $634 million, while adjusted EPS increased 11.6% to $4.52.
AI momentum: AI-related offerings contributed more than 10% of Q4 ASV added. MCP adoption expanded rapidly, with more than 650 clients engaged and Q4 API call volume at 7x the prior quarter’s level.
Efficiency: FactSet reported its first annual head-count decline after several years of growth and expects productivity gains to support margin improvement in fiscal 2027.
FY27 outlook: Management expects organic ASV growth of 5% to 6.5%, reported revenue growth of 5% to 6%, and operating-margin improvement of 25 to 75 basis points.
Capital returns: FactSet returned more than $800 million to shareholders in fiscal 2026 through dividends and share repurchases, with repurchases reducing shares outstanding by almost 7%.