FactSet Meets Demand for AI-Ready Data, First to Announce MCP Sans Intermediary

Rhea-AI Summary

FactSet (NYSE:FDS) announced on December 16, 2025 the availability of the industry’s first production-grade model context protocol (MCP) server that gives AI systems direct, real-time access to FactSet’s curated financial datasets without intermediaries, previews, or custom integrations.

The native MCP server follows a beta used by 45 firms and over 800 institutional users and initially exposes nine key datasets including Fundamentals, Consensus Estimates, Ownership, Global M&A intelligence, Global Pricing, People profiles, Events (live and historical), Supply Chain insights, and Geographic Revenue Exposure.

Positive

• Production‑grade MCP delivered for enterprise AI
• Beta adoption by 45 firms and over 800 institutional users
• Direct, governed access to nine financial datasets
• No warehouses or exports required for AI workflows

Negative

• None.

Key Figures

Current price $292.03 Pre-news trading level

52-week range $250.5–$496.9 52-week low and high

Explorer beta firms 45 firms Participants in MCP server Explorer beta

Explorer beta users over 800 institutional users Adopters of MCP server during beta

MCP datasets 9 key datasets Datasets exposed via MCP server at launch

Baron stake 1,819,059 shares (4.81%) Baron Capital Group Schedule 13G/A

Insider RSU withholding 731 shares at $278.28 Tax withholding for RSU vesting, Dec 2, 2025

Insider open-market buy 500 shares at $252.93 Purchase by EVP & Chief Revenue Officer on Nov 6, 2025

Market Reality Check

$288.54 Last Close

Volume Volume 703,102 is below the 20-day average of 882,108 (relative volume 0.8x), suggesting no outsized positioning ahead of this AI data launch. normal

Technical Shares at $292.03 are trading below the 200-day MA of $378.15 and sit 41.23% under the 52-week high, but 16.58% above the 52-week low.

Peers on Argus

FDS slipped -0.15% while several peers like TRU -1.82%, MORN -1.8%, CBOE -2.4%, and NDAQ -0.69% also traded lower, but scanner data did not flag a coordinated sector momentum move.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 04	Cloud AI integration	Positive	+4.2%	Amazon Quick Research integration for AI-enabled market intelligence delivery.
Dec 03	Strategic partnership	Positive	+0.3%	Arcesium partnership to unify investment workflows across public and private markets.
Nov 20	Earnings scheduling	Neutral	+2.3%	Announcement of timing for Q1 2026 earnings release and conference call.
Nov 06	Dividend declaration	Positive	-2.9%	Regular quarterly <b>$1.10</b> cash dividend to common shareholders.
Oct 15	APAC forum series	Positive	-0.6%	Launch of 2025 APAC Buy-Side Forum focused on AI and market infrastructure.

Pattern Detected

Recent news has produced mixed reactions: AI and partnership headlines sometimes lifted shares, while dividends and event announcements saw negative or muted responses, with a slight tilt toward divergence between news tone and price moves.

Recent Company History

Over the past six months, FactSet has focused on cloud and AI distribution, partnerships, capital returns, and client outreach. On Dec 4, 2025, integration with Amazon Quick Research lifted shares by 4.2%. A strategic Arcesium partnership on Dec 3 saw a modest 0.31% gain. An earnings call scheduling announcement on Nov 20 coincided with a 2.26% move, while a regular $1.10 dividend on Nov 6 and the APAC Buy-Side Forum on Oct 15 were followed by declines. Today’s MCP launch fits the ongoing AI and workflow-modernization narrative.

Market Pulse Summary

This announcement highlights FactSet’s push to make its financial intelligence directly consumable by AI systems via a production-grade MCP server. The launch opens real-time access to nine curated datasets and follows a beta involving 45 firms and over 800 institutional users. In the context of recent AI partnerships and integrations, investors may track client adoption, expansion of covered datasets, and how these AI-ready delivery models influence longer-term demand and competitive positioning.

Key Terms

model context protocol (MCP) technical

"FactSet’s model context protocol (MCP) server delivers extensive AI-ready market data"

The Model Context Protocol (MCP) is a system that helps financial models understand and share information about market conditions and data. It’s like a common language that ensures different tools and models work together smoothly, making predictions and decisions more accurate and consistent.

APIs technical

"Backed by APIs already trusted and actively used by hundreds of FactSet’s institutional clients"

APIs are sets of rules that let different software systems talk to each other, like standardized doorways that let apps, data services and websites exchange information without needing to be rebuilt each time. For investors, APIs matter because they speed product development, enable digital partnerships and data feeds, create new revenue or cost savings, and introduce operational or security dependencies that can affect growth and risk.

AI-generated analysis. Not financial advice.

Available now, FactSet’s model context protocol (MCP) server delivers extensive AI-ready market data for enterprise and agentic applications

NORWALK, Conn., Dec. 16, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS | NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced availability of the industry’s first production-grade model context protocol (MCP) server delivering real-time access to its financial intelligence, enabling AI systems to reason over trusted FactSet data without intermediaries, previews, or custom integrations.

As enterprises move from experimenting with AI to deploying it in production, FactSet has launched a native MCP server that allows models to interact directly with FactSet’s curated financial datasets, bringing authoritative market intelligence into AI workflows without warehouses, exports, or manual pipelines.

“FactSet’s client-centric approach enabled us to lead the way in bringing this MCP to market. Backed by APIs already trusted and actively used by hundreds of FactSet’s institutional clients for mission-critical workflows, this MCP solution extends those capabilities to agentic and other enterprise deployments via its unified, AI- and cloud-ready capabilities,” said John Costigan, Chief Data Officer at FactSet. “Initial client feedback underscores the transformative potential of this expanded access. And this is just the beginning: FactSet is committed to an aggressive roadmap that will keep FactSet clients at the forefront of market, data, and AI-driven innovation across the financial sector and beyond.”

FactSet’s MCP server offers new value for CTOs, CIOs, innovation leaders building enterprise AI strategies, data or analytics teams, and corporate development professionals and strategist to easily integrate real market data into research, scenario planning, and other AI-powered workflows.

Following the highly successful “Explorer” beta, where 45 firms and over 800 institutional users adopted FactSet’s MCP server, early client feedback has underscored its transformative potential.

Unlike demo MCP servers or warehouse-dependent offerings, FactSet’s MCP server provides direct, governed, production access to financial intelligence, designed for AI systems. Beginning today, FactSet’s MCP server provides seamless, unified access to nine key datasets:

• Fundamentals,
• Consensus Estimates domains,
• Ownership information,
• Global M&A intelligence,
• Global Pricing data
• Detailed People profiles,
• Live and historical Events,
• Robust Supply Chain insights, and
• Geographic Revenue Exposure data.
  

Learn more about FactSet’s MCP solution and other AI offerings.

About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, a presence in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving approximately 9,000 global clients and over 237,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.

Investor Relations:
Kevin Toomey
+1.212.209.5259
Kevin.Toomey@factset.com

Media Relations:
Kelsey Goldsmith, FactSet
+1.207.712.9726
Kelsey.Goldsmith@factset.com

FAQ

What did FactSet announce about MCP on December 16, 2025 for FDS shareholders?

FactSet announced a production‑grade MCP server providing direct, real‑time access to curated financial datasets for AI systems.

Which datasets does FactSet's MCP server (FDS) initially provide access to?

The MCP server initially provides nine datasets including Fundamentals, Consensus Estimates, Ownership, Global M&A, Global Pricing, People profiles, Events, Supply Chain, and Geographic Revenue Exposure.

How many firms and users tested FactSet's MCP server in the Explorer beta?

The Explorer beta was adopted by 45 firms and over 800 institutional users.

How does FactSet's MCP server change AI data integration for enterprises using FDS?

It lets AI models interact directly with FactSet data in production without warehouses, exports, previews, or custom integrations.

Who is the target user for FactSet's MCP server (FDS)?

CTOs, CIOs, enterprise AI teams, data/analytics groups, and corporate development professionals building AI‑driven workflows.