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. (NYSE: FDS) reported its financial results for the fiscal first quarter on Monday that topped analysts' estimates for earnings and revenue. The financial data company acquired Truvalue Labs Inc. (AI-driven ESG data company) in November.

FactSet tops analysts' estimates for earnings and revenue in fiscal Q1

Shares of FactSet Research Systems (NYSE:FDS) were flat in pre-market trading after the company reported Q1 results. Quarterly Results Earnings per share rose 11.63% over the past year to $2.88, which beat the estimate of $2.75.

FactSet Research: Q1 Earnings Insights

Revenue increases 6% and EPS rises 8% Revenue increases 6% and EPS rises 8%

FactSet Reports Solid Results for First Quarter 2021

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Tesla, CarMax, FactSet, and Other Stocks to Watch This Week

FactSet (FDS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why the Earnings Surprise Streak Could Continue for FactSet (FDS)

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Acquisitions have helped FactSet (FDS) evolve as a global financial database company. However, foreign exchange fluctuations are worrisome.

Here's Why You Should Hold FactSet (FDS) in Your Portfolio

NORWALK, Conn., Nov. 24, 2020 (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 first quarter fiscal 2021, ending November 30, 2020, on Monday, December 21, 2020. FactSet will also host a conference call to discuss these results at 11:00 a.m. eastern time on December 21, 2020.

FactSet Schedules First Quarter 2021 Earnings Call

NORWALK, Conn., Nov. 23, 2020 (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 participate in Credit Suisse's 24th Annual Technology Conference on Monday, November 30, 2020.

FactSet to Participate in Credit Suisse 24th Annual Technology Conference

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Integration of leading ESG provider into FactSet universe will expand investors' access to meaningful ESG signals Integration of leading ESG provider into FactSet universe will expand investors' access to meaningful ESG signals

FactSet Enters into Agreement to Acquire Truvalue Labs

FactSet (FDS) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.

Is FactSet (FDS) Stock a Solid Choice Right Now?

Addition of Scanrate brings leading Nordic fixed income content and analytics to FactSet clients Addition of Scanrate brings leading Nordic fixed income content and analytics to FactSet clients

FactSet Launches Coverage of Danish Bonds

FactSet's (FDS) fourth-quarter fiscal 2020 results benefit from higher sales of analytics, wealth-management and content and technology solutions, and operating efficiency.

FactSet (FDS) Surpasses Q4 Earnings and Revenue Estimates

FactSet Research Systems Inc. (FDS) CEO Phil Snow on Q4 2020 Results - Earnings Call Transcript

FactSet (FDS) delivered earnings and revenue surprises of 13.39% and 1.37%, respectively, for the quarter ended August 2020. Do the numbers hold clues to what lies ahead for the stock?

FactSet Research (FDS) Q4 Earnings and Revenues Top Estimates

Fiscal 2020 sees 40th consecutive year of revenue growth Fiscal 2020 sees 40th consecutive year of revenue growth

FactSet Reports Solid Growth in Fourth Quarter and Full Year 2020

Industry honors FactSet for excellence across the entire investment workflow

FactSet Garners 26 Awards in 2020

Can FactSet (FDS) Keep the Earnings Surprise Streak Alive?

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.

Earnings Preview: FactSet Research (FDS) Q4 Earnings Expected to Decline

Results show investment executives see heightened need to use technology to combat pressures accelerated by COVID-19

FactSet Surveys 200 Global Asset Managers on Technology Adoption in the Investment Industry

Agreement to create the first ticker plant of its kind in the cloud Agreement to create the first ticker plant of its kind in the cloud

FactSet and AWS Announce Plans to Bring FactSet’s Global Exchange Data to the Cloud

BRUSSELS, Belgium and NORWALK, Conn., Sept.  02, 2020  (GLOBE NEWSWIRE) --  FactSet  (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, announced that it has been selected by the  European Commission  (EC) to deliver comprehensive and up-to-date data on global supply chains.

FactSet to Provide European Commission with Global Supply Chain Data

New content sponsorship will provide live data for iconic Dubai International Financial Centre Ticker New content sponsorship will provide live data for iconic Dubai International Financial Centre Ticker

FactSet Celebrates 10 Year Anniversary in UAE with DIFC

NORWALK, Conn., Aug.  27, 2020  (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 fourth quarter fiscal 2020, ending August 31, on Thursday, September 24, 2020. FactSet will also host a conference call to discuss these results at 11:00 a.m. eastern time.

News for FactSet Research Systems Stock (FDS)