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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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 (FDS) is one of those few companies that are staying afloat amid the economic crisis and hiking dividends.

Here's Why You Should Add FactSet Stock to Your Portfolio

CHARLOTTESVILLE, Va.--(BUSINESS WIRE)--Cosaic, a financial technology company that delivers software to promote end user workflow and efficiency, today announced that it has expanded its agreement with FactSet (NYSE: FDS) (NASDAQ: FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, to include Term Structure Graph.

ChartIQ to Expand Offering with FactSet

FactSet (FDS) reported earnings 30 days ago. What's next for the stock?

Why Is FactSet (FDS) Up 1.7% Since Last Earnings Report?

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Following a 68% rise since the March 23 lows of this year, at the current price of $342 per share we believe FactSet Research stock, a global provider of integrated financial information, analytical applications and other services, has reached its near term potential. FactSet stock has rallied.

What’s Lifting FactSet’s Stock Despite The Covid Pandemic?

FactSet (FDS) stock continues to benefit from better-than-expected earnings performance, encouraging guidance, and contributions from acquisitions.

FactSet (FDS) Stock Touches 52-Week High: What's Driving It?

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Does FactSet Research (FDS) have what it takes to be a top stock pick for momentum investors? Let's find out.

FactSet Research (FDS) is a Great Momentum Stock: Should You Buy?

As of late, it has definitely been a great time to be an investor in FactSet Research Systems.

FactSet Research's Shares March Higher, Can It Continue?

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Sentiment has been mixed due to economic forecasts and rising COVID-19 cases. And while today hasn't been a repeat of Monday’s performance, markets aren’t in terrible shape either.

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The company's sticky products held up well during the COVID-19 crisis.

Why Shares of FactSet Outperformed in the First Half of 2020

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

Why FactSet Research Systems (FDS) Stock Might be a Great Pick

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

FactSet (FDS) Beats Q3 Earnings Estimates, Lags Revenues

FactSet (FDS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

FactSet (FDS) Moves to Buy: Rationale Behind the Upgrade

FactSet expects more adoptions of its Analytics and CTS offerings in Q4.

FactSet: Analytics And CTS To Help Maintain Outperformance

Robin Abrams succeeds Phil Hadley as Chair of FactSet Board. Lee Shavel and Siew Kai Choy were also added to the board as new directors.

FactSet (FDS) Announces Changes to its Board of Directors

FactSet Research Systems Inc. (FDS) CEO Phil Snow on Q3 2020 Results - Earnings Call Transcript

Why Shares of FactSet Soared Today

FactSet Research Systems (NYSE: FDS) released its quarterly financial results on Thursday that topped the analysts’ estimates for earnings but fell slightly shy in terms of revenue in the fiscal third quarter. FactSet partnered with Barclays bolster transparency in the bond market in January.

FactSet tops analysts’ estimates for earnings in Q3 but falls shy in terms of revenue

FactSet (FDS) delivered earnings and revenue surprises of 17.21% and -0.90%, respectively, for the quarter ended May 2020. Do the numbers hold clues to what lies ahead for the stock?

FactSet Research (FDS) Tops Q3 Earnings Estimates

Shares of FactSet Research Systems (NYSE:FDS) were unchanged in pre-market trading after the company reported Q3 results.

FactSet Research: Q3 Earnings Insights

Company increases annual outlook for operating margin and EPS Company increases annual outlook for operating margin and EPS

FactSet Reports Solid Results for Third Quarter 2020

Siew Kai Choy and Lee Shavel appointed to the Board; Phil Hadley and Scott Billeadeau to retire Siew Kai Choy and Lee Shavel appointed to the Board; Phil Hadley and Scott Billeadeau to retire

FactSet Appoints Robin Abrams Chair of the Board of Directors

FactSet (FDS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

News for FactSet Research Systems Stock (FDS)