FDS on NYSE

FactSet

Logo: FactSet Research Systems, Inc., Public domain, via Wikimedia Commons5

American financial data company

FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and software. For fiscal year 2024, FactSet's total ASV and professional services revenues were $2.2 billion.3 Its shares trade on NYSE under the symbol FDS.1 Wikipedia text CC BY-SA 4.0

Price unavailable

Last updated Oct 21, 2026.

Overview

$2.3BRevenue, fiscal 20256
$597.0MNet income, fiscal 20256
1978Founded1

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  • TickerFDS on NYSE1
  • Industrysoftware industry1
  • HeadquartersNorwalk1
  • Websitewww.factset.com
  • Legal formDelaware corporation1
  • Incorporated inDE7
  • Business address45 Glover Avenue, Norwalk, Ct 068507
  • Filer categoryLarge accelerated filer7
  • LEI549300ZSJE7NBK6K9P304
  • StatusActive4
  • LEI statusIssued and current4
  • Registered addressCORPORATION TRUST CENTER 1209 ORANGE ST, 19801 Wilmington, United States4
  • Registered withDivision of Corporations, Department of State, 20266644
Xerox headquarters
Photo: DanielPenfield, CC BY-SA 3.0, via Wikimedia Commons10

FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and software. For fiscal year 2024, FactSet's total ASV and professional services revenues were $2.2 billion. FactSet's total market value is approximately $17 billion.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

32.2%Operating margin6
25.7%Net margin6
5.4%Revenue growth, 20256
27.3%Return on equity6
0.63×Debt to equity6

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Business segments

Americas brought in 65% of the revenue FactSet broke down this way in fiscal 2025.

  1. Americas$1.5B665%up 6% from 2024
  2. EMEA$580.3M625%up 3% from 2024
  3. Asia Pacific$235.4M610%up 7% from 2024
Business segments by year
Business segments202320242025
Americas$1.3B$1.4B$1.5B
EMEA$539.8M$563.1M$580.3M
Asia Pacific$210.2M$220.0M$235.4M

Regions

United States brought in 61% of the revenue FactSet broke down this way in fiscal 2025.

  1. United States$1.4B661%up 6% from 2024
  2. All Other EMEA Countries$349.3M615%up 2% from 2024
  3. Other Countries$325.6M614%up 9% from 2024
  4. United Kingdom$231.0M610%up 4% from 2024
Regions by year
Regions202320242025
United States$1.3B$1.3B$1.4B
All Other EMEA Countries$316.0M$341.3M$349.3M
Other Countries$280.7M$299.6M$325.6M
United Kingdom$223.8M$221.8M$231.0M

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Cost of revenue42¢$1.1B
  • Research and development12¢$300.7M
  • Selling, general and admin18¢$475.7M
  • Income tax5¢$123.9M
  • Profit23¢$597.0M

Out of $2.3B in revenue.6

Where each dollar of operating cash went, fiscal 2025

  • Dividends paid22¢$160.0M
  • Share buybacks41¢$300.5M
  • Kept or used elsewhere37¢$265.8M

Out of $726.3M of cash from operations.6

Financial statements

Revenue11121314156$2.3B in 2025+72% since 2018
0$1.0B$2.0B$3.0B2018: $1.4B$1.4B20182019: $1.4B$1.4B2019+6%2020: $1.5B$1.5B2020+4%2021: $1.6B$1.6B2021+7%2022: $1.8B$1.8B2022+16%2023: $2.1B$2.1B2023+13%2024: $2.2B$2.2B2024+6%2025: $2.3B$2.3B2025+5%
Operating income11121314156$748.3M in 2025+104% since 2018
0$200.0M$400.0M$600.0M$800.0M2018: $366.2M$366.2M20182019: $438.0M$438.0M2019+20%2020: $439.7M$439.7M2020+0%2021: $474.0M$474.0M2021+8%2022: $475.5M$475.5M2022+0%2023: $629.2M$629.2M2023+32%2024: $701.3M$701.3M2024+11%2025: $748.3M$748.3M2025+7%
Net income11121314156$597.0M in 2025+124% since 2018
0$200.0M$400.0M$600.0M2018: $267.1M$267.1M20182019: $352.8M$352.8M2019+32%2020: $372.9M$372.9M2020+6%2021: $399.6M$399.6M2021+7%2022: $396.9M$396.9M2022−1%2023: $468.2M$468.2M2023+18%2024: $537.1M$537.1M2024+15%2025: $597.0M$597.0M2025+11%

Every line of the income statement as filed: the last 3 fiscal years, latest first.6

Period ending2025-08-312024-08-312023-08-31
Revenues$2.3B$2.2B$2.1B
Cost of services$1.1B$1.0B$973.2M
Selling, general and administrative$475.7M$489.8M$483.1M
Total operating expenses$1.6B$1.5B$1.5B
Operating income$748.3M$701.3M$629.2M
Interest income$6.5M$14.4M$12.8M
Interest expense-$56.3M-$65.8M-$66.3M
Other income (expense), net$22.4M$1.5M$8.3M
Total other income (expense), net-$27.3M-$49.8M-$45.3M
Income before income taxes$721.0M$651.5M$584.0M
Provision for income taxes$123.9M$114.4M$115.8M
Net income$597.0M$537.1M$468.2M
Basic earnings per common share (in USD per share)$15.74$14.11$12.26
Diluted earnings per common share (in USD per share)$15.55$13.91$12.04
Basic weighted average common shares (in shares)37.9M shares38.1M shares38.2M shares
Diluted weighted average common shares (in shares)38.4M shares38.6M shares38.9M shares

Compare FactSet with another company

Corporate structure

FactSet sits at the top of its group. 44 entities, 21 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of FactSet

  • BAMCO INC /NY/ Filed SCHEDULE 13G/A on FactSet, latest Aug 14, 2026 (8 filings since Feb 14, 2022)
  • VANGUARD CAPITAL MANAGEMENT LLC Filed SCHEDULE 13G on FactSet, latest Apr 29, 2026
  • VANGUARD GROUP INC Filed SCHEDULE 13G/A on FactSet, latest Mar 26, 2026 (6 filings since Jan 10, 2022)
  • Morgan Stanley Filed SCHEDULE 13G/A on FactSet, latest Feb 11, 2026 (2 filings since Aug 7, 2025)
  • BlackRock Filed SCHEDULE 13G/A on FactSet, latest Jan 21, 2026 (4 filings since Feb 1, 2022)
  • State Street Corporation Filed SC 13G on FactSet, latest Oct 16, 2024 (3 filings since Feb 11, 2022)
  • LOOMIS SAYLES & CO L P Filed SC 13G/A on FactSet, latest Feb 13, 2023 (2 filings since Feb 14, 2022)
  • FactSet Norwalk, Connecticut, United States
    • BI-SAM Inc. Subsidiary · Delaware, United States
    • Bravo Consult EOOD Subsidiary · Bulgaria
    • Cabot Investment Technology, Inc. Subsidiary · Delaware, United States
    • Cobalt Software, Inc. Subsidiary · Delaware, United States
    • Code Red, Inc. Subsidiary · Massachusetts, United States
    • FactSet (UAE) LTD Subsidiary · United Arab Emirates
    • FactSet Benelux B.V. Subsidiary · Netherlands
    • FactSet Brasil Consultoria Ltda Subsidiary · Brazil
    • FactSet Canada, Inc. Subsidiary · Canada
    • FactSet Charitable Foundation Subsidiary · Delaware, United States
    • FactSet China Co., Ltd. Subsidiary · China
    • FactSet Digital Solutions, LLC Subsidiary · Delaware, United States
    • FACTSET EUROPE LIMITED Subsidiary · London, United Kingdom
    • FactSet Europe S.à.r.l. Subsidiary · Luxembourg
    • FactSet France Subsidiary · France
    • FactSet Hong Kong Limited Subsidiary · Hong Kong
    • FactSet International (Ireland) Limited Subsidiary · Ireland
    • FactSet Ireland Limited Subsidiary · Ireland
    • FactSet Italia S.R.l. Subsidiary · Italy
    • FactSet Pacific, Inc. Subsidiary · Delaware, United States
    • FactSet Philippines, Inc. Subsidiary · Philippines
    • FactSet Research Systems South Africa Pty. Ltd. Subsidiary · South Africa
    • FactSet Singapore Pte. Ltd. Subsidiary · Singapore
    • FactSet Spain SL Subsidiary · Spain
    • FactSet Sweden AB Subsidiary · Sweden
    • and 18 more

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What FactSet reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Property and equipment, before depreciation$230.1M6 Aug 31, 2025$209.0M6 Aug 31, 2024+10.1%
Accumulated depreciation$144.9M6 Aug 31, 2025$126.5M6 Aug 31, 2024+14.6%
Property and equipment, net$85.2M6 Aug 31, 2025$82.5M6 Aug 31, 2024+3.3%
Operating-lease assets (leased space)$121.8M6 Aug 31, 2025$130.5M6 Aug 31, 2024−6.7%

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$337.7M6 Aug 31, 2025$423.0M6 Aug 31, 2024−20.2%
Marketable securities, current$17.4M6 Aug 31, 2025$69.6M6 Aug 31, 2024−74.9%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$1.3B6 Aug 31, 2025$1.0B6 Aug 31, 2024+27.1%
Intangible assets, net (excluding goodwill)$1.9B6 Aug 31, 2025$1.8B6 Aug 31, 2024+3.9%
Finite-lived intangibles, gross$2.5B6 Aug 31, 2025$2.3B6 Aug 31, 2024+9.3%
Accumulated amortization$552.6M6 Aug 31, 2025$415.1M6 Aug 31, 2024+33.1%
Finite-lived intangibles, net$1.9B6 Aug 31, 2025$1.8B6 Aug 31, 2024+3.9%

Properties, in its own words

As of August 31, 2025, we have 35 offices worldwide, including our corporate headquarters located at 45 Glover Avenue, Norwalk, Connecticut where we occupy 91,718 square feet of office space. These offices include our data content collection offices located in India and the Philippines. We also have two data centers that support our technological infrastructure located in the U.S.

Refer to the table set forth below for the listing of our leased office space by geographic location. We believe our existing and planned leased space is suitable and adequate for our current business needs. We regularly review our real estate footprint to best support our operations and should our real estate needs increase, we believe additional space will be available.

The rest of Item 2

Segment · Location

Americas · Austin, Texas

Boston, Massachusetts

Charlotte, North Carolina

Chicago, Illinois

Lakewood, Colorado

Los Angeles, California

New York, New York

Norwalk, Connecticut

Piscataway, New Jersey

Reston, Virginia

San Francisco, California

Sao Paulo, Brazil

Toronto, Canada

Youngstown, Ohio

EMEA · Amsterdam, the Netherlands

Dubai, United Arab Emirates

Frankfurt, Germany

Gothenburg, Sweden

London, England

Luxembourg, Luxembourg

Milan, Italy

Paris, France

Riga, Latvia

Sofia, Bulgaria

Stockholm, Sweden

Asia Pacific · Chennai, India

Hong Kong SAR, China

Hyderabad, India

Manila, the Philippines

Melbourne, Australia

Mumbai, India

Shanghai, China

Singapore

Sydney, Australia

Tokyo, Japan

Item 2 of the 10-K filed Oct 22, 2025.19

The story

1977–1980

FactSet was founded by Howard Wille and Chuck Snyder in 1978. Their partnership began in 1977 when the two worked on Wall Street at Faulkner, Dawkins & Sullivan.

As computers became more prominent at the end of the 1970s, Wille and Snyder thought the industry was changing. When Shearson purchased Faulkner, Dawkins & Sullivan and the company started to expand, Wille and Snyder decided to set out on their own and test their idea for a company that could deliver computer-based financial information. At the time, companies had to purchase raw data directly from a vendor such as Compustat, then hire programmers to make the data user-friendly. Wille and Snyder's vision would offer usable data directly to the client.

Originally, all data was delivered to clients on paper, often by bike messenger. The original namesake product was a program called "Company FactSet," which produced a four-page company analysis report using the Value Line database. Today, users access FactSet's private network via WAN, Internet, and wireless devices.

1981–1989

In the early 1980s, FactSet had fewer than ten employees. In 1981, Snyder found a way to download data from the FactSet computer into Visicalc, allowing clients to retrieve data from a database directly into a spreadsheet. For the first time, several steps in the process were eliminated, making the data download process dramatically quicker.

In 1984, FactSet added limited screening capabilities, which were expanded in 1988 with the introduction of Universal Screening, which allowed users to stipulate their own screening criteria. Another development was the 1989 release of the company's Private Database Service. Users could now store proprietary data and integrate it with their own information to perform custom analysis.

Former Chairman Philip A. Hadley joined the company as a consultant in 1985.

1990–2000

In 1990, FactSet for Windows was released. That same year, company headquarters moved from New York City to Greenwich, Connecticut.

A London office opened in 1993, the first in Europe. The first Asia-Pacific office opened in Tokyo in 1995.

Read the full text

By the end of 1995, FactSet had fewer than 400 customers including 84 of the United States' top investment managers. The company changed its name in June 1995 to FactSet Research Systems Inc. in preparation for becoming a public company. The company began trading on the New York Stock Exchange in 1996 under the symbol FDS.

In 1997, the company released Portfolio Management Workstation, followed a year later by the Economic Analysis and Company Explorer applications.

The product became easier to use in 1998, with the release of the DIRECTIONS interface and the addition of Online Assistant, a web-based help and reference tool. FactSet introduced 24-hour live telephone support in 1999.

Wille retired as CEO and chairman in May 2000. Snyder served as interim CEO until September of that year, when Hadley was named the new CEO and chairman.

2000–2009

In the early 2000s, new products included a portfolio returns product, SPAR (Style, Performance and Risk), that allowed portfolio managers to analyze the risks and performance of their own funds as well as compare them with peer funds; the Data Central application, which allowed subscribers to create and save their own time-series databases; and Marquee, which combined real-time news and stock quotes with security-level analysis. In 2004, the company's sell-side platform, IBCentral, was released.

Also in 2004, the company relocated headquarters and consolidated its three Connecticut offices to Norwalk, Connecticut. Sales topped the $200 million mark for the first time in 2002 and $500 million in 2008.

In 2008, FactSet acquired a copy of the Thomson Reuters WorldScope database, which it develops and markets as FactSet Fundamentals.

2009–2015

In 2009, FactSet combined its DIRECTIONS, Marquee, and IBCentral platforms into one product, called FactSet. The platform combined the features of the previous platforms with new shared online workspaces and faster analytics. Also in 2009, FactSet integrated Data Explorers short selling data on the Factset Research Systems analytics platform.

In January 2010, FactSet and FirstRain announced a partnership that would allow FactSet clients to access FirstRain's web research engine that finds, filters, and analyzes unstructured business data available online.

In June 2008, FactSet completed the acquisition of the Thomson Fundamentals database.

In June 2010, FactSet acquired Market Metrics, a market research firm situated in the United States that is solely focused on surveys conducted on advisor and insurance products.

Highlights of 2011 included the addition of a package for colleges and universities in January, the integration of Proquote trading functionality in April, and the addition of Trucost environmental research data in August.

In June 2012, FactSet acquired StreetAccount, which provides real-time company updates, portfolio and sector filtering, email alerts, and market summaries for investment professionals.

In 2013, FactSet acquired Revere Data, a provider of a line-of-business industry taxonomy, now branded FactSet Revere.

2015–present

On February 9, 2015, FactSet acquired Code Red Inc, a provider of Research Management technology to the financial community.

On October 16, 2015, FactSet completed its acquisition of Portware, LLC, a multi-asset execution management system (EMS) provider.

In December 2016, FactSet acquired Vermilion Software, a client reporting software provider, and CYMBA Technologies, an order management system (OMS) provider.

On March 20, 2017, FactSet acquired BISAM, a performance and risk provider, strengthening its coverage of critical workflows throughout the portfolio lifecycle.

On April 3, 2017, FactSet strengthened its offering to the Wealth Management industry by completing its acquisition of Interactive Data Managed Solutions.

In 2018, FactSet extended its presence in Asia with a new office in Shanghai, celebrated 20 years in Australia and 40 years as a company, and declared strong revenue and EPS growth: "We are proud to have reached many milestones in fiscal 2018. We celebrated 40 years as a company with 38 years of consecutive revenue growth and 22 years of consecutive adjusted EPS growth. This quarter we had the highest reported quarterly ASV in our history. We enter fiscal 2019 with strong momentum and an expanding suite of innovative workflow solutions to drive our growth plans," Phil Snow, FactSet CEO.

In 2018 FactSet also announced the launch of the Open:FactSet Marketplace, an online platform that offers both financial and alternative data from providers including Alexandria, Estimize, Genscape, and RepRisk.

A key milestone for FactSet in 2018 was the selection to be the primary market data provider for Merrill Lynch Wealth Management (multi-year, enterprise level agreement including datafeeds). FactSet deployed its Market Data solution to more than 15,000 wealth management professionals across Merrill Lynch to provide complete multi-asset class content, analytics and global market data.

In 2020, FactSet acquired Truvalue Labs, a pioneer in AI-driven environmental, social, and governance (ESG) data. Truvalue Labs applies AI-driven technology to over 100,000 unstructured text sources in 13 languages, including news, trade journals, and nongovernmental organizations and industry reports, to provide daily signals that identify positive and negative ESG behavior. Its coverage spans over 20,000 public and private companies and generates short-term, long-term, and momentum scores derived from hundreds of signals. These signals are mapped against the Sustainability Accounting Standards Board (SASB) standards and United Nations Sustainable Development Goals (SDGs), allowing investors to evaluate ESG risk factors and real-world actions and impacts for quantitative analysis and back-testing. The company also works with its well-established Academic Research Network, which helps academic researchers use its data to study ESG trends and market-related behavior.

In October 2021, FactSet acquired Cobalt Software, a Boston-based provider of portfolio monitoring solutions.

On December 20, 2021, FactSet joined the S&P 500.

On December 27, 2021, FactSet announced its plans to acquire CUSIP Global Services, the exclusive provider of CUSIP and CINS identifiers globally and the official numbering agency for ISIN identifiers in the United States, from S&P Global for $1.925 billion in cash.

In February 2025, FactSet acquired LiquidityBook, a provider of cloud-based portfolio, order, and execution management systems, for $246.5 million.

In December 2025, FactSet announced a strategic partnership with Arcesium to deliver a unified investment-management offering that integrates front-, middle-, and back-office workflows across public, private, and alternative asset classes.

From Wikipedia’s article on FactSet, shared under CC BY-SA 4.0.8

Leadership

Who has led FactSet, and when. Pick a name to see everywhere that person has worked.

Board members and other officers (44)

Products and brands

Products

FactSet provides data and analytical applications to global buy and sell-side professionals, including portfolio managers, market research and performance analysts, risk managers, sell-side equity researchers, investment bankers, and fixed income professionals. FactSet's Workstation includes real-time news and quotes, company and portfolio analysis, multi-company comparisons, industry analysis, company screening, portfolio optimization and simulation, predictive risk measurements, alpha testing and tools to value and analyze fixed-income securities and portfolios.

In November 2020, FactSet furnished over 400 affinity databases and sought to restructure its foundation with inside the cloud to Amazon Web Services (AWS).

FactSet Mercury

Large language-model based knowledge agent for digital workflows and fact-based decision making.

Intelligent Platform Initiative

Connects FactSet Mercury to FactSet AI-powered solutions.

Read the full text

Pitch Creator

GenAI-powered solution for pitchbook creation for investment banks.

LiquidityBook Acquisition

Acquired in February 2025. LiquidityBook has cloud-based trading solutions for hedge funds, asset and wealth management, outsourced trading and sell-side middle office clients.

TableTop Data (“LogoIntern”) Acquisition

Acquired in March 2025. TableTop Data, Inc. (“LogoIntern”) is a workflow tool for junior bankers to add, organize and format logos into pitch decks.

From Wikipedia’s article on FactSet, shared under CC BY-SA 4.0.8

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

  • BI-SAM Inc. Delaware9
  • Bravo Consult EOOD Bulgaria9
  • Cabot Investment Technology, Inc. Delaware9
  • Cobalt Software, Inc. Delaware9
  • Code Red, Inc. Massachusetts9
  • FactSet (UAE) LTD United Arab Emirates9
  • FactSet Benelux B.V. Netherlands9
  • FactSet Brasil Consultoria Ltda Brazil9
  • FactSet Canada, Inc. Canada9
  • FactSet Charitable Foundation Delaware9
  • FactSet China Co., Ltd. China9
  • FactSet Digital Solutions, LLC Delaware9
  • FactSet Europe Limited England9
  • FactSet Europe S.à.r.l. Luxembourg9
  • FactSet France France9
  • FactSet France Inc. Delaware9
  • FactSet GmbH Germany9
  • FactSet Hong Kong Limited Hong Kong9
  • FactSet International (Ireland) Limited Ireland9
  • FactSet Ireland Limited Ireland9
  • FactSet Italia S.R.l. Italy9
  • FactSet Limited Delaware9
  • FactSet Pacific, Inc. Delaware9
  • FactSet Philippines, Inc. Philippines9
All 45 listed subsidiaries
  • FactSet Research Systems South Africa Pty. Ltd. South Africa9
  • FactSet Singapore Pte. Ltd. Singapore9
  • FactSet Spain SL Spain9
  • FactSet Sweden AB Sweden9
  • FactSet Switzerland AG Switzerland9
  • FactSet Systems India Private Limited India9
  • FinAnalytica Inc. Washington9
  • Liquid Holdings, LLC Delaware9
  • Liquidity Book, LLC New York9
  • Messer Financial Software Limited Hong Kong9
  • P.A.N. Securities, L.P. Delaware9
  • PTS NET, LLC Delaware9
  • Platform Group Limited Canada9
  • Portware International, LLC Delaware9
  • Portware, LLC Delaware9
  • SIA FactSet Latvia Latvia9
  • TableTop Data, Inc. Delaware9
  • TruValue Labs, Inc. Delaware9
  • Vermilion Holdings Limited Scotland9
  • Vermilion Software Inc. Delaware9
  • idaciti, Inc. Delaware9

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Timeline

  1. Sep 30, 20268-K Results of operations; Bylaws or fiscal year changed73
  2. Sep 25, 20268-K Executive or director change74
  3. Aug 31, 20268-K Entered a material agreement; New debt or obligation75
  4. Jul 1, 20268-K Results of operations76
  5. Apr 8, 20268-K Executive or director change77
  6. Mar 31, 20268-K Results of operations78
  7. Mar 4, 20268-K Executive or director change79
  8. Dec 22, 20258-K Executive or director change; Bylaws or fiscal year changed; Shareholder vote80
  9. Dec 18, 20258-K Results of operations81
  10. Sep 18, 20258-K Results of operations; Executive or director change; Bylaws or fiscal year changed82
  11. Sep 12, 2025New chief executive Sanoke Viswanathan becomes CEO20
  12. Jun 23, 20258-K Results of operations83
  13. Jun 3, 20258-K Executive or director change84
  14. Jul 2, 2015New chief executive Frederick Philip Snow becomes CEO21
  15. Apr 4, 2006New chief executive Philip A. Hadley becomes CEO22
  16. Jun 28, 1996Went public Listed on NYSE1
  17. 1978Founded Founded1

Calendar

Coming up

  1. Around Dec 30, 2026Next results, estimated About a quarter after its last report. The company hasn't announced the date.

When it reported results

  1. Sep 30, 2026Reported quarterly or annual results73
  2. Jul 1, 2026Reported quarterly or annual results76
  3. Mar 31, 2026Reported quarterly or annual results78
  4. Dec 18, 2025Reported quarterly or annual results81
  5. Sep 18, 2025Reported quarterly or annual results82
  6. Jun 23, 2025Reported quarterly or annual results83
  7. Mar 20, 2025Reported quarterly or annual results85
  8. Dec 19, 2024Reported quarterly or annual results86

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

477 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 53 major events, 293 insider forms, 26 large holders, 85 other. The latest 20:

  1. Oct 14, 20265 EDGAR
  2. Oct 13, 20265 EDGAR
  3. Oct 13, 20265 EDGAR
  4. Oct 13, 20265 EDGAR
  5. Oct 13, 20265 EDGAR
  6. Oct 13, 20265 EDGAR
  7. Oct 13, 20265 EDGAR
  8. Oct 13, 20265 EDGAR
  9. Sep 30, 20263 EDGAR
  10. Sep 30, 20268-K EDGAR
  11. Sep 25, 20264 EDGAR
  12. Sep 25, 20268-K EDGAR
  13. Sep 24, 20264 EDGAR
  14. Aug 31, 20268-K CURRENT REPORT EDGAR
  15. Aug 14, 2026SCHEDULE 13G/A EDGAR
  16. Aug 12, 20263 EDGAR
  17. Jul 1, 202610-Q EDGAR
  18. Jul 1, 20268-K EDGAR
  19. May 5, 20264 EDGAR
  20. Apr 29, 2026SCHEDULE 13G EDGAR

The 477 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

100 open-market trades by officers, directors and large owners since October 2021: 3 buys and 97 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Jan 12, 2026Frank MalcolmDirectorSale2,572$295.70$760.5KForm 4
Jan 8, 2026SIEGEL LAURIEDirectorSale2,572$296.25$761.9KForm 4
Nov 6, 2025Skoko GoranEVP, Chief Revenue OfficerBuy500$252.93$126.5KForm 4
Oct 6, 2025Shan Helen L.EVP, Chief Financial OfficerBuy370$275.48$101.9KForm 4
Oct 3, 2025Eilam BarakDirectorSale1$283.21$283Form 4
Sep 23, 2025McLoughlin ChristopherChief Legal OfficerBuy338$296.19$100.0KForm 4
Jul 14, 2025MCGONIGLE JAMES JDirectorSale2,925$451.39$1.3MForm 4
Jul 9, 2025Moskoff Gregory TMD,Controller and CAOSale2,500$442.60$1.1MForm 4
Jul 8, 2025Ellis Christopher REVP, Initiatives & P'shipsSale7,606$446.84$3.4MForm 4
Jul 1, 2025Snow Frederick PhilipFormer CEO and DirectorSale3,000$445.12$1.3MForm 4
Jun 2, 2025Snow Frederick PhilipFormer CEO and DirectorSale3,000$454.58$1.4MForm 4
May 1, 2025Snow Frederick PhilipFormer CEO and DirectorSale3,000$431.09$1.3MForm 4
Apr 1, 2025Snow Frederick PhilipFormer CEO and DirectorSale3,000$454.86$1.4MForm 4
Mar 24, 2025Moskoff Gregory TMD,Controller and CAOSale363$433.73$157.6KForm 4
Mar 21, 2025Stepp Katherine MChief Technology Officer (CTO)Sale1,726$425.07$733.6KForm 4
Mar 3, 2025Snow Frederick PhilipFormer CEO and DirectorSale3,000$464.79$1.4MForm 4
Feb 3, 2025Snow Frederick PhilipFormer CEO and DirectorSale3,000$469.14$1.4MForm 4
Jan 2, 2025Snow Frederick PhilipFormer CEO and DirectorSale3,000$484.33$1.5MForm 4
Dec 2, 2024Snow Frederick PhilipFormer CEO and DirectorSale3,000$489.18$1.5MForm 4
Nov 12, 2024Robie Robert J.EVP, Institutional BuysideSale4,009$484.96$1.9MForm 4

All 100 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

YearExecutiveAgeSalaryTotal pay
2025F. Philip SnowChief Executive Officer$775.0K$9.5M94
2025Helen L. ShanExecutive Vice President, Chief Financial Officer$571.0K$4.5M94
2025Goran SkokoExecutive Vice President, Chief Revenue Officer, Managing Director EMEA and Asia Pacific$587.0K$2.7M94
2025Katherine M. SteppExecutive Vice President, Chief Technology Officer$438.8K$2.2M94
2024F. Philip SnowChief Executive Officer$773.1K$7.6M94
2024Helen L. ShanExecutive Vice President, Chief Financial Officer$523.1K$2.7M94
2024Goran SkokoExecutive Vice President, Chief Revenue Officer, Managing Director EMEA and Asia Pacific$543.1K$2.4M94
2024Katherine M. SteppExecutive Vice President, Chief Technology Officer$421.2K$2.0M94
2023F. Philip SnowChief Executive Officer$746.2K$6.9M94
2023Goran SkokoExecutive Vice President, Chief Revenue Officer, Managing Director EMEA and Asia Pacific$423.1K$3.0M94
2023Helen L. ShanExecutive Vice President, Chief Financial Officer$498.1K$2.7M94

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Bamco Inc /ny/4,200,856$966.5M1.5%+444,269
BlackRock, Inc.2,858,389$657.7M0.0%+32,566
Vanguard Capital Management LLC2,379,691$547.5M0.0%−28,945
State Street Corp1,873,867$431.1M0.0%−24,534
Vanguard Portfolio Management LLC1,781,324$409.8M0.0%−25,368
Aqr Capital Management LLC1,675,700$385.5M0.1%+1,368,158
Loomis Sayles & Co L P1,439,274$331.1M0.4%−38,754
Geode Capital Management, LLC1,380,700$317.3M0.0%+238,365
Ninety One UK Ltd1,189,240$273.6M0.6%−5,756
Morgan Stanley1,100,714$253.3M0.0%+50,394
Invesco Ltd.954,411$219.6M0.0%−117,252
Bank Of America Corp /de/765,564$176.1M0.0%−77,151
ProShare Advisors LLC681,037$156.7M0.2%+85,035
Arrowstreet Capital, Limited Partnership601,136$138.3M0.1%+223,210
Goldman Sachs Group Inc600,225$138.1M0.0%+57,402
Charles Schwab Investment Management Inc504,351$116.0M0.0%+31,221
UBS Group AG407,914$93.9M0.0%+44,099
Marshall Wace, Llp403,312$92.8M0.1%−387,517
Wells Fargo & Company/mn369,718$85.1M0.0%−323,513
Northern Trust Corp362,277$83.4M0.0%+15,109
Capital World Investors350,319$80.6M0.0%New
Shapiro Capital Management LLC348,359$80.2M4.9%+17,818
Dimensional Fund Advisors LP327,779$75.4M0.0%−34,863
Gotham Asset Management, LLC324,096$74.6M0.2%+50,817
Fuller & Thaler Asset Management, Inc.301,875$69.5M0.2%New

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

17 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
May 15, 2026Gilbert Ray Cisneros, Jr.Democratic, HouseSale$1,001 - $15,000−37.5%Report
Mar 31, 2026Shelley Moore CapitoRepublican, SenateSale$1,001 - $15,000−20.3%Report
Mar 26, 2026Shelley Moore CapitoRepublican, SenatePartial sale$1,001 - $15,000−34.1%Report
Mar 25, 2026Shelley Moore CapitoRepublican, SenatePartial sale$1,001 - $15,000−38.1%Report
Mar 13, 2026Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000+30.2%Report
Nov 18, 2025Gilbert Ray Cisneros, Jr.Democratic, HouseBuy$1,001 - $15,000−6.1%Report
Apr 1, 2025Julie JohnsonDemocratic, HouseSale$1,001 - $15,000+71.6%Report
Feb 13, 2025Byron DonaldsRepublican, HouseSale$1,001 - $15,000+60.9%Report
Feb 13, 2025Byron DonaldsRepublican, HouseSale$1,001 - $15,000+60.9%Report
Jul 5, 2024Jared MoskowitzDemocratic, HouseSale$1,001 - $15,000+67.9%Report
Jul 5, 2024Jared MoskowitzDemocratic, HouseSale$1,001 - $15,000+67.9%Report
Jul 1, 2024Jared MoskowitzDemocratic, HouseBuy$1,001 - $15,000−68.2%Report
May 3, 2024Tommy TubervilleRepublican, SenateSale$1,001 - $15,000+80.5%Report
Feb 1, 2024Jared MoskowitzDemocratic, HouseBuy$1,001 - $15,000−95.5%Report
Feb 1, 2024Jared MoskowitzDemocratic, HouseBuy$1,001 - $15,000−95.5%Report
Aug 2, 2023Shelley Moore CapitoRepublican, SenatePartial sale$1,001 - $15,000+102.0%Report
Feb 20, 2020Mikie Sherrill, HouseSale$1,001 - $15,000+129.4%Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

SEC filer profile

How FactSet is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARFACTSET RESEARCH SYSTEMS INC2
  • CIK0001013237
  • Employer ID (EIN)13-336254719
  • Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company19
  • Incorporated inDelaware19
  • Fiscal year endsAugust 312
  • Industry code (SIC)7370 Services-Computer Programming, Data Processing, Etc.2
  • SEC reviewing officeOffice of Technology, Division of Corporation Finance2
  • Business address45 Glover Avenue, Norwalk, CT 068502
  • Phone20381010002
  • Shares outstanding35,565,543 as of Jun 25, 202617
  • Public float$17.5B as of Feb 28, 202519
  • AuditorErnst & Young LLP, Stamford, Connecticut PCAOB ID 42; it also attests to the company’s internal control over financial reporting19
  • On EDGAR sinceJun 5, 19962
  • Filings1,855 in all: 4 (961), 8-K (191), 5 (156), 10-Q (91), SC 13G/A (88), 144 (56), 3 (49), SC 13G (44)2
    All 39 form types

    4/A (32), 10-K (30), DEF 14A (30), DEFA14A (18), UPLOAD (14), CORRESP (12), S-8 (11), 5/A (10), SCHEDULE 13G/A (10), 10-Q/A (6), 11-K (6), 144/A (6), 8-K/A (6), ARS (3), 424B5 (2), 8-A12B (2), CT ORDER (2), DEFR14A (2), PRE 14A (2), S-1/A (2), S-3ASR (2), SCHEDULE 13G (2), 10-K/A (1), 305B2 (1), 424B1 (1), CERTNAS (1), FWP (1), NT 11-K (1), S-1MEF (1), S-8 POS (1), SC 13D (1)

  • Latest filingsAnnual report (10-K) Oct 22, 2025
    Quarterly report (10-Q) Jul 1, 2026
    Proxy statement (DEF 14A) Oct 27, 2025
    Latest 8-K (8-K) Sep 30, 2026

Securities registered for trading

ClassSymbolExchange
Common Stock, $0.01 Par ValueFDS

From the cover page of the 10-K filed Oct 22, 2025 (Section 12(b) of the Exchange Act).19

Risk factors and legal proceedings

The risks FactSet names in Item 1A of its 10-K filed Oct 22, 2025: 28 risks under these headings, as written.19

  • Cybersecurity, Technology and Data Security Risks
  • Unauthorized access to confidential data including client data, other cyber-attacks, and the failure of our cyber-security systems and procedures
  • A prolonged or recurring outage and other business continuity disruptions could result in a reduced or total loss of service; the loss of clients and adverse impact on our reputation
  • Transition to new technologies, applications and processes could expose us to unanticipated disruptions or impacts
  • Use of open source software could introduce security vulnerabilities, impose unanticipated restrictions on our ability to commercialize our products and services, and subject us to increased costs
  • Our use of AI technologies may not be successful and may present business, compliance, and reputational risks
  • Strategy and Market Demand Risks
  • Competition in our industry may cause price reductions or loss of market share, or limit our growth or profitability
  • The continued shift from active to passive investing could negatively impact user count growth and revenues
  • A decline in equity and/or fixed income returns may impact the buying power of investment management clients
  • Uncertainty or downturns in the global economy and consolidation in the financial services industry may cause us to lose clients and users
  • Volatility or downturns in the financial markets may delay the spending pattern of clients and reduce future ASV growth
The other 18 risks
  • Failure to develop and market new products and enhancements that maintain our technological and competitive position and failure to anticipate and respond to changes in the marketplace for our products and client demands
  • Clients are seeking additional contractual protections that may create additional liabilities for us
  • Failure to identify, integrate, or realize anticipated benefits of acquisitions and strains on resources as a result of growth
  • Failure to maintain reputation
  • Increased scrutiny with respect to sustainability matters
  • Operational Risks
  • Operations outside the U.S. involve additional requirements and burdens that we may not be able to control or manage successfully
  • Failure to enter into, renew or comply with contracts supplying new and existing content sets or products on competitive terms
  • Increased accessibility to free or relatively inexpensive information sources may reduce demand for our products and services
  • Inability to hire and retain key qualified personnel or navigate key management transitions
  • If we fail to maintain proper and effective internal control and remediate any future control deficiencies, our ability or perceived ability to produce accurate and timely financial statements or reporting could be impaired, which could harm our business.
  • Legal and Regulatory Risks
  • Legislative and regulatory changes in the environments in which we and our clients operate
  • Adverse resolution of litigation or governmental investigations
  • Third parties may claim we infringe upon their intellectual property rights or they may infringe upon our intellectual property rights
  • Compliance with global data privacy laws which are constantly evolving
  • Additional cost due to tax assessments resulting from ongoing and future audits by tax authorities as well as changes in tax laws
  • Financial Market Risks
  • Exposure to fluctuations in currency exchange rates and the failure of hedging arrangements
  • Business performance may not be sufficient to meet financial guidance or publicly disclosed long-term targets
  • Economic, political and other forces beyond our control could adversely affect our business.
  • Risks Relating to Our Debt
  • Our indebtedness may impair our financial condition and operations and restrict our activities or our ability to satisfy our obligations

Legal proceedings

From time to time, we are subject to legal proceedings, claims and litigation arising in the ordinary course of business. Based on currently available information, our management does not believe that the ultimate outcome of these unresolved matters against us, individually or in the aggregate, is likely to have a material adverse effect on our consolidated financial position, annual results of operations and cash flows. However, these matters are subject to inherent uncertainties and management’s view of these matters may change in the future. Refer to Part II, Item 8. Note 12, Commitments and Contingencies in the Notes to the Consolidated Financial Statements included in this Annual Report on Form 10-K, for more information on contingent matters.

The opening of Item 3, Legal Proceedings.19

Sources

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