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) 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.
FactSet (FDS) will host its Investor Day on November 10, 2026, in New York City and via live webcast starting at 9:00 a.m. Eastern Time.
Chief Executive Officer Sanoke Viswanathan, Chief Financial Officer Josh Warren, and other executives plan to discuss strategy, product roadmap, and financial outlook, followed by a live Q&A session. The event will include demonstrations of FactSet’s solutions and AI-powered products. Registration is required, and presentation materials will be posted on the Investor Relations website at 8:30 a.m. Eastern Time on the event day.
FactSet (FDS) will release its fourth quarter fiscal 2026 financial and operating results, for the period ending August 31, 2026, on Wednesday, September 30, 2026. A conference call to discuss the results will be held the same day at 9:00 a.m. Eastern Time, with an earnings presentation, replay, and transcript made available through its investor channels.
FactSet (NYSE:FDS) announced that its Board of Directors approved a regular quarterly cash dividend of $1.16 per share. The dividend is scheduled to be paid on September 17, 2026, to shareholders of record as of the close of business on August 31, 2026.
Finster AI (FDS) announced a strategic investment from UBS Investment Bank as part of its Series B round, alongside FactSet. The funding is directed toward building AI-native workflows, secure enterprise systems, and trusted data infrastructure for research, analysis, advisory, and capital markets activities at financial institutions.
Finster AI’s platform integrates structured financial data, unstructured content, and institutional knowledge to generate faster, traceable insights, automate briefing decks, model companies and markets, and monitor sectors. The company collaborates with FactSet’s AI for Banking platform to connect data and analytics into AI workflows, integrating with tools such as Microsoft Excel and PowerPoint, and expanding enterprise-grade capabilities for regulated environments.
FactSet (NYSE:FDS) has expanded its long-standing partnership with RepRisk, selecting RepRisk as its preferred partner to provide business conduct risk data for sustainable investing workflows. FactSet clients will be able to engage directly with RepRisk for risk intelligence solutions that complement FactSet’s existing sustainable investing suite.
According to FactSet, the collaboration supports research, due diligence, portfolio management, quantitative strategies, stewardship, and risk monitoring. RepRisk contributes AI- and human-driven business conduct risk intelligence, based on two decades of human-labelled data and global coverage of more than 350,000 public and private companies, available via its own platform, data feeds, APIs, and channel partners such as FactSet.
FactSet (NYSE:FDS) has appointed Di Hirji as Chief People & Workforce Transformation Officer, effective August 3, 2026. She will succeed Catrina Harding, who is leaving after three years and will remain in an advisory role during a transition period.
According to FactSet, Hirji brings over 20 years of global HR and transformation experience, most recently as Chief People Officer for S&P Global Market Intelligence and S&P Dow Jones Indices, with prior leadership roles at Thomson Reuters and Accenture. The company links this appointment to its strategy to become an AI-native organization, emphasizing workforce design, skills development, and integration of human and AI capabilities.