Factset Resh Sys Inc Stock Price, News & Analysis

FactSet (NYSE: FDS | NASDAQ: FDS) has acquired TableTop Data, Inc. ("LogoIntern"), a workflow automation tool specializing in logo management for pitch decks. The acquisition, completed on March 3, 2025, enhances FactSet's recently launched Pitch Creator solution by automating time-consuming manual tasks in investment banking workflows.

Founded in 2016 by former investment banking analyst Jack Archer, LogoIntern serves leading global investment banks, boutique advisors, middle market banks, and private equity firms. The platform streamlines the process of adding, organizing, and formatting logos in presentations, aiming to improve junior banker productivity.

The transaction is not expected to materially impact FactSet's fiscal 2025 results.

FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, has announced its upcoming second quarter fiscal 2025 earnings release and conference call schedule. The company will release its financial and operating results for the quarter ending February 28, 2025, on Thursday, March 20, 2025.

A conference call to discuss the results will be held at 11:00 a.m. Eastern Time on the same day, featuring a live Q&A session. Earnings presentation slides will be available on FactSet's investor relations website at 10:30 a.m. ET, 30 minutes before the call. A replay will be accessible on the company's investor relations website after 1:00 p.m. ET through March 20, 2026, with the call transcript available via FactSet CallStreet.

Octus, formerly Reorg, has appointed Megan A. Jones as General Counsel and member of the executive leadership team. Jones joins from FactSet (NYSE: FDS), where she served as deputy general counsel and corporate secretary, including an eight-month stint as interim chief legal officer. At Octus, she will lead the legal and compliance teams while overseeing legal and corporate governance matters.

Jones brings significant experience in financial services technology and market content, having previously served as General Counsel of BISAM Group (acquired by FactSet in March 2017). She is currently a board member of the Association of Corporate Counsel (ACC). Jones holds a Bachelor of Arts in political science from Bucknell University and a Juris Doctor Degree from New York Law School. She will be based in Octus' New York City office.

FactSet (NYSE: FDS | NASDAQ: FDS) has announced the acquisition of LiquidityBook for $246.5 million in cash. LiquidityBook provides cloud-native trading solutions and operates a proprietary FIX network connecting over 200 brokers across 80 global markets.

The acquisition builds on a previous partnership that integrated LiquidityBook's order management system (OMS) into FactSet Workstation. This merger aims to enhance FactSet's ability to serve integrated workflow needs by combining LiquidityBook's modern order management, pre-trade compliance, and investment book of record (IBOR) capabilities with FactSet's existing solutions.

LiquidityBook, founded in 2005 and headquartered in New York with approximately 70 employees, offers a modular platform for multi-asset class portfolio management. The transaction closed on February 7, 2025, funded through FactSet's existing revolving credit facility, and is expected to be modestly dilutive to FactSet's fiscal 2025 GAAP and adjusted diluted EPS.

FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, has announced that its Board of Directors has approved a regular quarterly cash dividend of $1.04 per share. The dividend will be paid on March 20, 2025, to shareholders of record at the close of business on February 28, 2025.

FactSet has launched Pitch Creator, a GenAI-powered solution designed to revolutionize pitchbook creation for investment banks. The tool aims to reduce hours of manual work into minutes by automating model analysis and presentation building tasks.

The solution integrates with FactSet Mercury, the company's AI chatbot, and features several key capabilities: Search Intelligence for research across StreetAccount news and SEC filings, Chart Creator for generating dynamic graphs, Slide Assistant for building branded slides, Tombstone Generator for creating deal slides, and Template Assistant with over 200 pre-built Excel templates.

The tool specifically targets junior bankers who typically work 80-100 hours weekly, aiming to improve their work-life balance and allow them to focus on strategic functions that drive revenue. The solution integrates with Microsoft Office and enables secure model refresh tasks through FactSet servers.

FactSet (NYSE:FDS) reported strong Q1 fiscal 2025 results with GAAP revenues increasing 4.9% to $568.7 million. The company's organic revenues grew 4.7% year over year to $567.7 million, driven by growth in wealth, asset owners and institutional asset managers.

Key financial metrics include: GAAP operating margin of 33.6% (down 120 bps YoY), adjusted operating margin of 37.6% (flat YoY), and GAAP diluted EPS of $3.89 (up 1.3% YoY). The company's Annual Subscription Value (ASV) reached $2,265.9 million, with organic ASV growing 4.5% YoY. Free cash flow decreased 56.4% to $60.5 million, primarily due to lower operating cash flow and increased capital expenditures.

FactSet (NYSE: FDS | NASDAQ: FDS) has appointed Barak Eilam to its Board of Directors and Compensation and Talent Committee. Eilam, the outgoing CEO of NICE, brings nearly 30 years of enterprise software experience. During his CEO tenure at NICE (2014-2024), he achieved remarkable results:

• Tripled revenue to nearly $3 billion
• Grew cloud revenue from almost zero to $2 billion
• More than quadrupled earnings per share

Eilam's 25-year career at NICE included various senior executive positions in engineering, product management, and sales leadership. He currently serves on the boards of HMH and SimilarWeb, and holds a Bachelor of Science in Electrical Engineering from Tel Aviv University.

Mosaic, a Digital Deal Modeling platform, has announced its integration with FactSet (FDS) to enhance public-to-private deal modeling capabilities. The integration allows mutual customers to automatically populate Mosaic's deal modeling engine with FactSet's financial data, including fundamental financials, consensus estimates, and real-time market pricing.

The collaboration enables private equity firms and investment banks to conduct complex take-private analysis in under one minute, significantly reducing the time traditionally required for spreadsheet-based workflows. Users can now focus on high-impact assumptions around deal forecasting, capitalization, and exit strategies while benefiting from automated data collection.