Every 8-K that Factset Research Systems (FDS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow FDS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full FDS filings page.
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.
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.
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 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 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. 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.
FactSet Research Systems Inc. reported results from its 2025 Annual Meeting of Stockholders held on December 18, 2025. Stockholders approved the 2025 Omnibus Incentive Plan and a new 2025 Employee Stock Purchase Plan, updating the company’s equity and employee ownership programs.
They also approved a Third Amended and Restated Certificate of Incorporation, changing the stockholder vote required to amend the provision for stockholder action by written consent from a supermajority to a simple majority and removing obsolete declassification language. All ten director nominees were elected to one-year terms, Ernst & Young LLP was ratified as independent auditor for the fiscal year ending August 31, 2026, and executive compensation for fiscal 2025 received majority support on an advisory basis.
FactSet Research Systems Inc. filed a current report stating that it issued a press release announcing its financial results for the three months ended November 30, 2025. The press release, dated December 18, 2025, is included as Exhibit 99.1 and contains the detailed figures on the company’s recent performance and financial condition.
The quarterly results information is being furnished under Item 2.02 of the Exchange Act rather than filed, meaning it is not automatically subject to certain liability provisions of Section 18 and is not incorporated into other SEC filings unless specifically referenced.
FactSet disclosed two governance items. A long-serving director, James J. McGonigle, resigned effective December 1, 2025, after serving on the board since 2002; the company said the resignation was not due to any disagreement with management or the board. The board also amended and restated the bylaws to clarify procedures around its existing majority voting standard for uncontested director elections, including holdover director treatment and a requirement that an incumbent who fails to receive a majority submit an irrevocable resignation offer for committee consideration. The bylaws also add a plurality voting carve-out for contested elections. The full amended bylaws are attached as an exhibit.