📈 Price History

Ratio Health

— Excellent

— Good

— Average

— Poor

By Category

📊 Sector Averages

About

FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows. The company also provides subscription-based financial data and market intelligence on securities, companies, industries, and people that enable clients to research investment ideas, as well as analyze, monitor, and manage portfolios; and solutions covering investment lifecycle of investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, and reporting. In addition, it offers services through configurable desktop and mobile platform, data feeds, cloud-based digital solutions, and application programming interfaces. It operates in Europe, the Middle East, Africa, the Americas, the Asia Pacific, and internationally. The company serves investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. It has a strategic partnership with Google Cloud to create a new generation of AI-powered solutions for the financial industry. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

See full financials →

📊 Quick Scorecard

Loading…

🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific → Stable 4 quarters analysed

Q3 2025

Confident Specific

Management used phrases like 'well positioned', 'strong momentum', 'solid foundation', and 'comfortable' to describe results and outlook. They provided specific metrics (e.g., organic ASV growth 4.5%, adjusted operating margin 36.8%) and cited concrete wins (Pitch Creator signed deals, wealth attach rate 1.5x).

Q4 2025

Confident Specific

Management repeatedly cited record Q4 organic ASV growth (largest in history), multiple seven-figure wins, and strong momentum in wealth and buy-side. The tone was bolstered by specific numbers (e.g., 5.7% ASV growth, $127M FY2025 organic ASV) and a detailed FY2026 outlook, while acknowledging a conservative stance on guidance.

Q1 2026

Confident Specific

The CEO is 'very pleased' with results, highlighting 5.9% ASP growth and strong operating margins. He uses phrases like 'we are winning in the places that matter' and 'clients are choosing FactSet over alternatives,' backed by specific wins and metrics.

Q2 2026 latest

Confident Specific

Management repeatedly used phrases like 'accelerating ASV growth for the fourth consecutive quarter', 'strong first half performance', and 'raising our ASV, revenue, and EPS outlook ranges'. They provided specific metrics (6.7% organic ASV growth, 35% adjusted operating margin, $4.46 EPS) and cited concrete progress on productivity initiatives ('already captured more than half of the 100 basis points').

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis is stronger after this call. The fourth consecutive quarter of ASV acceleration and raised guidance signal sustained momentum across all segments. Management convincingly framed AI as a tailwind leveraging FactSet's trusted data and embedded workflows, not a disruption risk. The shift to enterprise/long-term contracts enhances revenue durability. However, margin expansion is deferred as investments continue; investors should watch for the pace of productivity gains to translate into operating leverage in fiscal 2027. Aggressive buyback supports EPS growth. Next quarter, key metrics to monitor are ASV growth trajectory, margin progression, and AI monetization evidence (e.g., MCP server adoption, agentic platform wins).

AI-generated concall tone analysis · Updated 2026-06-08 · Not investment advice

🎙 Management Tone Confident Specific → Stable 4 quarters Full tone analysis in Intelligence →

📊 MIXED FactSet Q2 organic ASV up 6.7% to $2.45B; raises FY26 guidance.

Revenue & Profitability

Q2 GAAP revenue was $611 million, up 7.1% year-over-year (6.8% organic). Adjusted diluted EPS was $4.46, up 4%. Adjusted operating margin was 35%. The company raised its full-year fiscal 2026 guidance: ASV growth now $130M-$160M, GAAP revenue $2,450M-$2,470M, and adjusted EPS $17.25-$17.75.

Outlook

Management sees 'broad-based demand' and a 'strong pipeline' across all client types and geographies, with no material impact from macro or geopolitical concerns. AI is viewed as a tailwind, pulling FactSet deeper into client operations. The company is raising its fiscal 2026 guidance, reflecting improved visibility and commercial momentum.

Growth Drivers

Key growth drivers include double-digit data solution growth across all firm types, wealth management (10% ASV growth), deal makers (8% growth, with corporates and private capital accelerating to double digits), and Asia-Pacific (10% organic ASV growth). New business wins are strong, with corporates and private capital each posting double-digit growth. Enterprise agreements and a higher annual price increase in the Americas also contributed.

Balance Sheet & CapEx

Not explicitly discussed in the call. Management noted accelerated technology spend on cloud infrastructure and AI tools, and higher professional fees from project work, but no specific CapEx numbers or capacity plans were provided.

Margins

Q2 adjusted operating margin was 35%, down from 36.2% in Q1 and 37.3% a year ago, due to investments in people, technology, and professional fees. Full-year margin guidance is maintained, with second-half investments expected. The company targets 100 basis points of productivity improvement in fiscal 2026 and has already captured over half. Management expects to grow earnings in fiscal 2027 and beyond by balancing investments with productivity gains.

Key Risks

Management acknowledged the potential risk of white-collar workforce reduction at clients due to AI, but views FactSet's data and workflows as becoming more valuable in that scenario. Also noted softness with asset owners in EMEA partly due to pension reform in the Netherlands. No other material risks were flagged.

Generated by AI · Q2 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

🔍

🔎 See cross-company document search → ?

📞 Earnings Call Transcripts (5)

Q3 2026 Q3 2026 2026-07-01

Organic ASV grew 7.1% to $2.48B, with strong AI-driven expansion and retention across all regions and client types. Adjusted operating margin was 34%, EPS rose 6.1%, and free cash flow increased 11%. Strategic partnerships and productivity initiatives are fueling growth and margin improvement.

Q2 2026 Q2 2026 2026-03-31

Organic ASV growth accelerated to 6.7% year-over-year, with strong revenue and EPS gains. AI integration is driving both client value and internal productivity, supporting raised guidance for fiscal 2026. Major client wins and rapid adoption of new solutions highlight momentum.

Q1 2026 Q1 2026 2025-12-18

Q1 FY26 delivered 5.9% organic ASV growth, 6.9% revenue growth, and 36.2% adjusted operating margin. Strong client demand, AI adoption, and key wins drove results, while guidance for FY26 was reaffirmed and share repurchase authorization increased to $1 billion.

Q4 2025 Q4 2025 2025-09-18

Strong FY 2025 results featured record organic ASV growth, robust performance in wealth and asset management, and significant AI-driven innovation. FY 2026 guidance is conservative, reflecting longer sales cycles but continued investment in AI and data expansion.

Q3 2025 Q3 2025 2025-06-23

Organic ASV grew 4.5% year-over-year, with strong performance in wealth, dealmakers, and partnerships. Adjusted operating margin was 36.8% and adjusted EPS was $4.27, while FY25 guidance was reaffirmed amid robust Q4 pipeline and ongoing investments in GenAI and infrastructure.

📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

🎯

Discover Our Proven Investment Framework Learn how we analyze and rank stocks using advanced quantitative models, multi-dimensional scoring systems, and dynamic discriminatory ranking techniques that have guided successful investment decisions across market cycles.

📊 Explore The Finmagine™ Methodology

A comprehensive, bias-free framework for analyzing and ranking stocks by Financial Strength, Growth Potential, Competitive Edge, Management Quality, and Value.

⚠️ Important Disclaimers — Please read without fail.

Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

Not SEC-Registered:
Finmagine is not registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) or any state securities authority. Nothing on this platform constitutes investment advice as defined under the Investment Advisers Act of 1940.

Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

Forward-Looking Statements:
This analysis may contain forward-looking statements, forecasts, or projections that are inherently subject to risks, uncertainties, and assumptions. Actual results may differ materially from those expressed or implied. Finmagine does not undertake any obligation to update such statements in the future.

Limitation of Liability:
The content is provided "as is" without any warranties, express or implied. Finmagine expressly disclaims any liability for errors, omissions, or any losses incurred as a result of reliance on the information provided. Readers assume full responsibility for their investment decisions.