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Baron Capital Group, Inc., together with subsidiaries BAMCO, Inc., Baron Capital Management, Inc., Baron Partners Fund and Ronald Baron, reports beneficial ownership of 4,200,856 shares of FactSet Research Systems Inc. common stock, representing 11.81% of the class.
The group holds shared voting power over 4,172,543 shares and shared dispositive power over 4,200,856 shares, with no sole voting or dispositive power. Advisory clients of BAMCO and BCM are entitled to dividends and sale proceeds, and no such client is known to hold more than 5% of the class.
FACTSET RESEARCH SYSTEMS INC has an initial insider ownership report for Dinaz Hirji, who serves as Chief People Officer. This Form 3 establishes Hirji as an executive officer and reporting person under SEC rules. No equity transactions or derivative positions are listed in this report.
FactSet Research Systems Inc. reported higher revenue but lower profit for the quarter ended May 31, 2026. Quarterly revenue rose to $622.9M from $585.5M a year earlier, driven by growth across the Americas, EMEA and Asia Pacific segments. However, operating expenses increased faster than sales, reducing operating income to $166.3M from $194.2M.
Net income for the quarter declined to $126.7M, with diluted EPS down to $3.50 from $3.87. For the first nine months, revenue reached $1.84B versus $1.72B, while net income fell to $412.4M and diluted EPS to $11.16. Cash flow from operations was strong at $617.5M, supporting $506.0M of share repurchases and $122.7M of dividends. Total debt stood at $1.39B and stockholders’ equity at $2.03B as of May 31, 2026.
FactSet Research Systems Inc. reported third quarter fiscal 2026 revenue of $622.9 million, up 6.4% year over year, with organic revenue up 7.0% to a similar level. Adjusted diluted EPS rose 6.1% to $4.53, while GAAP diluted EPS declined 9.6% to $3.50 on higher compensation and technology costs.
Annual Subscription Value reached $2.48 billion, with organic ASV up 7.1% year over year and $35.4 million over the last three months, reflecting continued client adoption across regions. Free cash flow increased 11.1% to $254.0 million, and the company returned $243.4 million to shareholders through buybacks and dividends in the quarter.
FactSet reaffirmed its fiscal 2026 guidance, including GAAP revenue of $2.45–$2.47 billion, adjusted operating margin of 34.0–35.5%, GAAP diluted EPS of $14.85–$15.35, and adjusted diluted EPS of $17.25–$17.75, indicating confidence in its growth outlook.
FactSet Research Systems EVP and CFO Joshua Warren received new equity awards as part of his compensation. He acquired 2,272 shares of common stock through restricted stock units at no cash cost. These units vest 50% on the third anniversary of the grant and 50% on the fourth anniversary.
He was also granted employee stock options covering 8,567 shares of common stock at an exercise price of $227.58 per share, expiring on May 1, 2036. These options vest on the same 50/50 schedule over the third and fourth anniversaries. All reported holdings are direct, and there were no open‑market purchases or sales.
FactSet Research Systems Inc ownership filing shows Vanguard Capital Management reports beneficial ownership of 2,735,013 shares of Common Stock, representing 7.37% of the class as of 03/31/2026. The filing states Vanguard exercises sole dispositive power over these shares and discloses holdings include shares held for funds and client accounts.
The filing is reported on behalf of affiliated Vanguard investment divisions and notes no single other person holds more than 5% of the class.
FACTSET RESEARCH SYSTEMS INC executive Warren Joshua, who serves as EVP and Chief Financial Officer, has filed a Form 3 as a reporting person. The filing lists his status as an officer but shows no insider transactions or holdings, with all buy, sell, and derivative activity counts at zero.
FactSet Research Systems Inc. announced a planned Chief Financial Officer transition. Effective April 13, 2026, current CFO Helen Shan will step down from the role and become eligible for severance benefits under the company’s Executive Severance Plan and her equity letter agreement, subject to a separation agreement. She is expected to remain for a transition period with base salary, 2026 bonus eligibility and benefits, but no new incentive awards or FY 2027 bonus.
The board appointed Joshua B. Warren as the new CFO, starting April 13, 2026. Under an employment agreement dated April 2, 2026, he will receive a $500,000 base salary, a target annual cash bonus equal to 110% of base salary (pro-rated for fiscal 2026), and, beginning in fiscal 2027, annual equity awards targeted at $2,250,000. He will also receive a one-time new-hire package valued at $1,500,000, split among non-qualified stock options, RSUs, and cash, with equity vesting over the third and fourth anniversaries of grant. The company states that Shan’s departure is not due to any disagreement about accounting, financial reporting, or related disclosures.
FactSet Research Systems Inc. reported fiscal quarter ended February 28, 2026 revenue of $611.0 million, up from $570.7 million a year earlier, driven by growth across the Americas, EMEA and Asia Pacific segments. Net income was $133.1 million versus $144.9 million, with diluted EPS of $3.59 compared with $3.76.
For the first six months of fiscal 2026, revenue reached $1.22 billion, up from $1.14 billion, while net income was $285.6 million versus $294.9 million and diluted EPS was $7.65 versus $7.66. Operating income was essentially flat year over year. Cash flow from operations increased to $333.0 million, supporting $302.9 million of share repurchases and $82.4 million of dividend payments, leaving cash and cash equivalents at $268.3 million and long-term debt at $1.37 billion.
FactSet Research Systems Inc. reported solid second quarter fiscal 2026 results with mixed profitability trends and raised full-year guidance. GAAP revenues rose 7.1% to $611.0 million, while organic revenues grew 6.8% to $606.2 million, driven mainly by institutional buy-side and wealth management clients.
Annual Subscription Value reached $2,450.2 million at February 28, 2026, with organic ASV up 6.7% year over year and increasing $38.0 million in the last three months. GAAP operating margin declined to 30.3% and adjusted operating margin to 35.0%, reflecting higher compensation, technology costs and amortization.
GAAP diluted EPS fell 4.5% to $3.59, but adjusted diluted EPS increased 4.2% to $4.46. Free cash flow rose 23.6% to $185.7 million, and the company repurchased 651,750 shares for $163.0 million. FactSet raised fiscal 2026 guidance, now expecting GAAP revenues of $2,450–$2,470 million and adjusted diluted EPS of $17.25–$17.75.