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FACTSET RESEARCH SYSTEMS INC (FDS) SEC Filings

FDS NYSE
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FactSet Research Systems Inc. reported fiscal 2026 fourth-quarter revenue of $634.7 million, up 6.3% year over year, while GAAP net income fell 21.1% to $121.1 million and diluted EPS fell 15.4% to $3.41. Adjusted diluted EPS rose 11.6% to $4.52. For the full year, revenue was $2,476.3 million, up 6.7%, while net income declined 10.6% to $533.5 million and diluted EPS declined 6.3% to $14.57.

Organic ASV was $2,568.2 million as of August 31, 2026, up 7.0% year over year. Fiscal 2026 operating cash flow rose 13.2% to $822.2 million and free cash flow rose 14.6% to $707.5 million. FactSet repurchased 552,064 shares for $138.0 million in the quarter; $356.0 million remained available under its program. Fiscal 2027 guidance calls for revenue of $2,600–$2,625 million and adjusted diluted EPS of $19.25–$19.65. Separately, bylaw amendments effective September 24, 2026 permit delegation of board powers to committees as allowed by Delaware law and revise shareholder advance-notice procedures.

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FACTSET RESEARCH SYSTEMS INC (FDS) reports that Gregory T. Moskoff, MD, Controller and CAO, acquired 97 performance share units. The units were earned upon achievement of performance goals, as certified by the Compensation and Talent Committee on September 23, 2026. They are scheduled to vest on November 1, 2026, provided he remains continuously employed by the issuer on that date. The units correspond 1-for-1 with common stock. No Rule 10b5-1 plan is reported.

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FactSet Research Systems Inc. appointed Marcel Prins as a director on September 23, 2026. The company said Prins brings more than 25 years of experience across operations, technology and asset management. He served as chief operating officer and a director of Robeco from 2022 to 2026, after holding leadership roles at APG N.V.

As a non-employee director, Prins will participate in FactSet’s existing director compensation program. The company stated that no arrangements or understandings with other persons led to his selection.

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FactSet Research Systems Inc. Chief Executive Officer Viswanathan Sanoke had 8,065 shares withheld on September 22, 2026, to cover taxes upon restricted stock unit vesting. The reported per-share price was $276.42, and his directly held position following the transaction was 50,267 shares. No Rule 10b5-1 plan is reported.

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FactSet Research Systems Inc. (FDS) amended its existing syndicated credit agreement with PNC Bank, National Association, and other lenders. The prior agreement provided a senior unsecured term loan facility of $375,000,000 and a senior unsecured revolving credit facility with commitments of $1,000,000,000.

Under Amendment No. 1, the scheduled final maturity of the term loan facility is extended to August 28, 2029, and the scheduled final maturity and commitment termination of the revolving facility are extended to August 28, 2031, while increasing aggregate revolving commitments to $1,500,000,000. The amendment also removes the 0.10% credit spread adjustment for Daily Simple SONIA and Term SOFR borrowings and eliminates amortization on the term loan, along with other conforming changes.

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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.

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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.

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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.

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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.

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FAQ

How many FACTSET RESEARCH SYSTEMS (FDS) SEC filings are available on StockTitan?

StockTitan tracks 100 SEC filings for FACTSET RESEARCH SYSTEMS (FDS), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for FACTSET RESEARCH SYSTEMS (FDS)?

The most recent SEC filing for FACTSET RESEARCH SYSTEMS (FDS) was filed on September 30, 2026.