Factset Resh Sys Inc Stock Price, News & Analysis

FactSet (NYSE:FDS) has made a lead investment in BondCliQ's current funding round, alongside announcing integration of BondCliQ's corporate bond data into FactSet's platforms. BondCliQ, founded in 2016, operates the first consolidated quotation system for US corporate bonds, covering securities that generate over 95% of average daily volume.

The integration will enhance FactSet's fixed income data offerings across its Workstation, Portware Enterprise Trading Solution, and LiquidityBook OMS. BondCliQ's DaaS (Data as a Service) offering will provide real-time pricing and liquidity data through a licensed quote consolidation platform, benefiting both front and back office professionals.

FactSet (NYSE:FDS) reported Q3 2025 results with GAAP revenues of $585.5M, up 5.9% YoY, and organic revenues growing 4.4% to $577.2M. The company's Organic ASV reached $2,296.9M, increasing 4.5% YoY. However, GAAP operating margin declined to 33.2% from 36.6%, and adjusted operating margin decreased to 36.8% from 39.4%. GAAP diluted EPS fell 5.4% to $3.87, while adjusted diluted EPS decreased 2.3% to $4.27. The company announced a leadership transition, with Sanoke Viswanathan appointed as CEO effective September 2025, succeeding Phil Snow. FactSet maintained its fiscal 2025 guidance, expecting organic ASV growth of $100-130M and GAAP revenues of $2,305-2,325M. The company also increased its quarterly dividend by 6% to $1.10 per share and approved a new $400M share repurchase authorization.

FactSet (NYSE: FDS | NASDAQ: FDS) has announced a significant leadership transition, with Sanoke Viswanathan appointed as the new Chief Executive Officer, effective early September 2025. Viswanathan will succeed Phil Snow, who is retiring after a 30-year career with FactSet, including 10 years as CEO. Viswanathan brings extensive experience from JPMorgan Chase, where he served as CEO of International Consumer and Wealth and was a member of the Operating Committee. Under Snow's leadership, FactSet more than doubled its revenue and delivered double-digit EPS growth and shareholder returns. Snow will serve as a senior advisor until the end of 2025 to ensure a smooth transition. Viswanathan's appointment aligns with FactSet's strategic focus on technology-driven growth, particularly in AI, research, and analytics.

FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, has announced its upcoming third quarter fiscal 2025 earnings release and conference call schedule. The company will release its financial and operating results for Q3 FY2025 (ending May 31, 2025) on Monday, June 23, 2025.

The earnings conference call will be held at 9:00 a.m. Eastern Time on the same day. Earnings presentation slides will be available on FactSet's investor relations website at 8:30 a.m. ET. A replay of the call will be accessible on the company's investor relations website after 1:00 p.m. ET and will remain available through June 23, 2026. The earnings call transcript will be available via FactSet CallStreet.

LiquidityBook, a FactSet company, has launched 24-hour equity trading capabilities through a collaboration with Blue Ocean ATS and Capital Institutional Services (CAPIS). This integration enables buy-side clients to trade U.S. equities around the clock, specifically from 8:00 PM to 4:00 AM ET, Sunday through Thursday.

The partnership makes LiquidityBook the first Order Management System (OMS) to offer overnight trading for institutional clients, with CAPIS serving as the introducing broker providing access and clearing services. The system operates through Blue Ocean ATS's fully electronic and transparent alternative trading system, designed for overnight trading of U.S. National Market System stocks.

Additionally, LiquidityBook clients can access over 1,600 routing destinations across 80+ countries through its proprietary FIX network, LBX Connect.

FactSet (FDS) has partnered with CredCore through its AI Partner Program to integrate FactSet's Debt Capital Structure (DCS) DataFeed into CredCore's AI platform. CredCore, managing over $650 billion in AUM, serves top U.S. asset managers in the $5 trillion enterprise credit market. The collaboration aims to enhance efficiency in debt capital markets by combining CredCore's domain-specific AI solutions with FactSet's comprehensive financial data. CredCore's platform streamlines the entire debt deal lifecycle, from pre-deal evaluation to post-deal management, significantly reducing processing time for deal documents. The integration will provide users with deeper insights into debt instruments and capital structures across public and private companies, leveraging FactSet's organized, classified, and indexed balance sheet data to improve AI language model performance.

FactSet (NYSE: FDS | NASDAQ: FDS) has announced a 6% increase in its regular quarterly cash dividend from $1.04 to $1.10 per share. This $0.06 per share increase represents the company's twenty-sixth consecutive year of dividend increases on a stock split-adjusted basis. The dividend will be paid on June 18, 2025, to shareholders of record as of May 30, 2025. This consistent dividend growth demonstrates FactSet's commitment to delivering shareholder value.

FactSet (NYSE:FDS) reported Q2 2025 financial results with GAAP revenues of $570.7 million, up 4.5% year-over-year, driven by wealth and institutional buy-side clients. Organic revenues grew 4.0% to $568.0 million.

Key metrics include:

• GAAP operating margin decreased to 32.5% (down 80 bps YoY)
• GAAP diluted EPS increased 3.0% to $3.76
• Organic ASV reached $2,276.2 million, up 4.1% YoY
• Free cash flow increased 23.3% to $150.2 million

The company updated its fiscal 2025 guidance, expecting organic ASV growth of $100-130 million (4.4-5.8%), GAAP revenues of $2,305-2,325 million, and adjusted diluted EPS of $16.80-17.40. Notable developments include the acquisition of LiquidityBook, enhancing trading solutions capabilities, and the launch of AI-powered Pitch Creator for streamlining pitchbook creation.

FactSet (NYSE: FDS) (NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, has appointed Kevin Toomey as Head of Investor Relations, effective immediately. Toomey replaces Yet He, who served as Interim Head of Investor Relations and will continue as FactSet's Treasurer and Head of Financial Planning and Analysis.

Toomey brings over 20 years of experience in investor relations, equity research, and financial markets. His most recent positions include Vice President of Investor Relations at Secureworks and Head of Investor Relations at Latch, Inc. Previously, he spent over a decade at Citigroup Inc. in senior roles in equity research and global TMT specialist sales.

The new Head of IR holds an MBA in Finance from Fordham University and a BA in Economics from the College of the Holy Cross.