FactSet Research Systems (FDS) provides a global financial digital platform and enterprise data and information solutions for buy-side, sell-side, wealth management, private equity and corporate clients. Company news commonly covers quarterly results, annual subscription value trends, margins, earnings guidance and dividend actions for its common stock.
Updates also track product and platform developments, including portfolio analytics, document search, AI-enabled workflow automation for banking, and collaborations that connect FactSet data, client datasets and third-party sources. Other recurring themes include technology leadership appointments, investments in financial-technology partners, and governance actions tied to the company's data, analytics and enterprise-solutions model.
FactSet (FDS) has partnered with Carbon Arc to integrate alternative data into its Workstation and artificial intelligence ecosystem.
The integration will bring access to more than 60 alternative data providers and over 500 distinct data assets, covering areas such as credit card transactions, retail foot traffic, digital advertising and housing permits. The data will be available as an optional add-on through single sign-on within Workstation and FactSet’s Model Context Protocol (MCP) integrations, which connect data with AI tools. FactSet says the integration is designed to support research and investment workflows.
FactSet (FDS) outlined its medium-term financial outlook through fiscal 2029 and reaffirmed fiscal 2027 guidance at its Investor Day.
Through fiscal 2029, the company targets approximately 6% organic revenue compound annual growth, adjusted operating margin of at least 36% by fiscal 2029, and approximately 10% compound annual growth in adjusted diluted earnings per share. It also targets free cash flow conversion averaging more than 90% of adjusted net income.
Fiscal 2027 guidance remains revenue of $2,600 million to $2,625 million and organic annual subscription value growth of 5.0% to 6.5%. GAAP operating margin guidance is 31.0% to 32.0%, versus adjusted margin of 34.75% to 35.25%. Diluted earnings per share guidance is $17.00 to $17.50 under GAAP and $19.25 to $19.65 on an adjusted basis.
geniosAI emerged from stealth with $19.1 million in funding to bring financial analysis products to finance and investment teams. The total combines seed and Series A funding from FactSet (FDS), Zoom and General Catalyst, with FactSet leading the Series A.
FactSet is also a strategic partner, combining its financial data with geniosAI’s platform. geniosAI is bringing products to market for chief financial officers and investment professionals on the buy side and sell side. The company says its platform keeps sources, calculations, assumptions and review decisions attached to financial analysis so teams can review and reuse their work.
FactSet (FDS) announced that its Board of Directors approved a regular quarterly cash dividend of $1.16 per share. The dividend will be paid on December 17, 2026, to holders of record of FactSet common stock at the close of business on November 30, 2026.
FactSet (FDS) and Hamilton Lane (HLNE) announced a partnership to integrate private markets data into FactSet's portfolio analytics platform.
Hamilton Lane's data covers more than 70,000 funds and 240,000 assets as of June 30, 2026. The planned integration is designed to provide private markets benchmarks, support risk and investment commitment pacing models, and bring public and private portfolio monitoring into one workflow. Clients would be able to create custom benchmarks within FactSet's performance measurement tools. Further details on product availability and expanded capabilities will be shared in the coming months.
FactSet (FDS) has partnered with Nasdaq Private Market to integrate private-company capitalization table data into its FactSet Workstation platform.
Capitalization tables show company ownership, including information at the share-class level. The planned integration will show how funding rounds, secondary share sales and dilutive events affect ownership stakes and capital structure over time. The data is supported by verifiable, auditable documentation and filings, rather than relying solely on modeled ownership estimates. FactSet expects the data to support due diligence, valuation analysis and deal sourcing.
FactSet (FDS) announced an expanded partnership with Scotia Wealth Management to further integrate its capabilities into advisor and investment platforms. Scotia Wealth Management is part of the Scotiabank group of companies.
Advisors, investment professionals and support team members across Scotia Wealth Management will have access to FactSet's unified research and intelligence platform. It brings together investment research, market data, portfolio analysis, watchlists and other resources.
FactSet (FDS) has partnered with SUBSCRIBE to integrate private-market investment workflows into its platform for institutional investors and wealth managers. The integration provides private-fund investor onboarding, digital fund subscriptions and centralized post-trade reporting. Clients can manage, analyze and monitor private and public investments within a single platform. The partnership extends SUBSCRIBE's reach to FactSet's more than 8,600 global clients and 219,000 individual users.
FactSet (FDS) reported fourth-quarter fiscal 2026 revenue of $634.7 million, with growth in subscriptions but lower GAAP earnings.
Revenue rose 6.3% year over year for the quarter ended August 31, 2026. Diluted earnings per share fell 15.4% to $3.41, while adjusted diluted EPS rose 11.6% to $4.52. Organic annual subscription value, measuring forward-looking subscription revenue excluding acquisition and currency effects, grew 7.0% to $2,568.2 million.
Full-year revenue increased 6.7% to $2.48 billion. GAAP diluted EPS declined 6.3% to $14.57, while free cash flow rose 14.6% to $707.5 million. FactSet returned $808 million to shareholders during fiscal 2026. For fiscal 2027, the company expects revenue of $2,600–$2,625 million, GAAP diluted EPS of $17.00–$17.50 and organic subscription value growth of 5.0%–6.5%.
FactSet (FDS) announced the appointment of Marcel Prins to its board of directors on September 25, 2026.
Prins served as Robeco's chief operating officer and a director from 2022 to 2026. Earlier, he was chief operating officer and a director of APG Asset Management and later also became chief digital officer of APG Group. He currently serves on the boards of ABN Amro Clearing Bank and Mondu Financial Services.