FactSet Research Systems (FDS) filings document formal disclosures for a financial data and enterprise solutions provider, including Form 8-K reports on quarterly and annual results, operating metrics, earnings releases and changes in senior finance, AI and technology leadership. These current reports also record board and governance actions affecting bylaws, certificate provisions and director matters.
The company's proxy materials cover annual meeting voting, executive compensation, board governance and equity incentive plan approvals. Filings for FactSet's common stock also disclose shareholder-approved governance amendments and compensation arrangements, placing operating-performance, equity-compensation and leadership disclosures in the company's public regulatory record.
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.
FactSet Research Systems Inc: Amendment No. 15 to a Schedule 13G/A filed by The Vanguard Group reports that Vanguard beneficially owns 0 shares of common stock, representing 0%. The filing states an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries report holdings separately.
The filing is signed by Ashley Grim, Head of Global Fund Administration, on 03/26/2026.
FactSet Research Systems Inc. schedule amendment shows Baron Capital Group, Inc. and affiliated filers report beneficial ownership of 3,789,413 shares, equal to 10.21% of common stock.
The filing attributes shared voting power of 3,758,500 and shared dispositive power of 3,789,413, and states BAMCO and BCM are New York subsidiaries of BCG while Baron Partners Fund is a Delaware series. Signatures are dated 03/06/2026.
FactSet Research Systems Inc. announced leadership changes to sharpen its artificial intelligence and technology strategy. Kate Stepp, formerly Chief Technology Officer, has been appointed Chief AI Officer, effective March 2, 2026. She will lead AI services for clients and drive AI capabilities across products and solutions, reporting to CEO Sanoke Viswanathan.
Bob Stolte has been appointed Chief Technology Officer, also effective March 2, 2026, overseeing global technology, platform modernization, engineering execution, cybersecurity, business continuity, and enterprise technology strategy. FactSet emphasizes that these moves are intended to advance AI-driven innovation, strengthen its technology platform, and enhance value for clients across the global financial ecosystem.
Moskoff Gregory T reported multiple insider transaction types in a Form 4 filing for FDS. The filing lists transactions totaling 31 shares at a weighted average price of $292.68 per share. Following the reported transactions, holdings were 183 shares.