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 Inc. has a significant shareholder group led by Baron Capital Group, Inc., BAMCO, Inc., Baron Capital Management, Inc., and Ronald Baron, which together report beneficial ownership of 2,888,845 shares of common stock, representing 7.79% of the class as of 12/31/2025.
The Baron entities report no sole voting or dispositive power, with shared voting power over 2,857,932 shares and shared dispositive power over 2,888,845 shares. The securities are described as held in the ordinary course of business, not for the purpose of changing or influencing control of FactSet.
Morgan Stanley has updated its ownership report for FactSet Research Systems Inc. common stock. As of the event date of 12/31/2025, Morgan Stanley reports beneficial ownership of 914,409 shares, representing 2.5% of the outstanding common stock, and notes it has ceased to be a beneficial owner of more than five percent of the class.
The filing shows Morgan Stanley has no sole voting or dispositive power, with 806,105 shares under shared voting power and 898,351 shares under shared dispositive power. The securities are stated as acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of FactSet.
The Vanguard Group reported beneficial ownership of 4,455,010 shares of FactSet Research Systems Inc. common stock, representing 11.9% of the outstanding class as of 12/31/2025. Vanguard reports no sole voting or dispositive power, with shared voting power over 374,041 shares and shared dispositive power over all 4,455,010 shares.
Vanguard explains that an internal realignment on January 12, 2026 means certain subsidiaries or business divisions are expected to report beneficial ownership separately in the future, while pursuing the same investment strategies as before. Vanguard’s clients have the rights to dividends and sale proceeds, and no single other person’s interest exceeds 5% of the class.
BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of 2,677,198 shares of FactSet Research Systems Inc. common stock, representing 7.2% of the outstanding class as of the reported date. BlackRock reports sole voting power over 2,545,111 shares and sole dispositive power over 2,677,198 shares, with no shared voting or dispositive power.
The filing explains that these holdings reflect positions held by certain BlackRock business units, and that various underlying clients have the right to receive dividends and sale proceeds, with no single client holding more than five percent of FactSet’s total common shares. BlackRock certifies that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of FactSet.
FactSet Research Systems director equity awards: Director Laurie G. Hylton reported routine equity grants from FactSet Research Systems Inc. on 01/15/2026. She received 439 shares of common stock as restricted stock units at $0 per share, bringing her directly held common stock to 848 shares. She was also granted a non-employee director stock option for 1,074 shares of common stock with an exercise price of $289.68 per share, expiring on 01/15/2033. According to the footnotes, both the restricted stock units and the option awards for non-employee directors cliff vest 100% on the first anniversary of the grant date.
FactSet Research Systems Inc. director equity awards: On 01/15/2026, director Lee Shavel received an equity compensation package from FactSet Research Systems Inc. This included 571 shares of common stock in the form of restricted stock units at a reported price of $0, increasing his directly held common shares to 1,587. He was also granted a non-employee director stock option for 1,396 shares of common stock at an exercise price of $289.68 per share, all held directly. The restricted stock units and the options each cliff vest 100% on the first anniversary of the grant date, meaning they become fully vested after one year.
FactSet Research Systems Inc. director Shlomo Elisha Wiesel received new equity awards. On January 15, 2026, he was granted 571 shares of common stock in the form of restricted stock units at a price of $0, increasing his directly held common stock to 1,141 shares.
On the same date, he was also granted a non-employee director stock option covering 1,396 shares of common stock with an exercise price of $289.68 per share and a reported grant price of $0. Both the restricted stock units and the options cliff vest 100% on the first anniversary of the grant date.
FactSet Research Systems director Choy Siew Kai reported new equity awards. On January 15, 2026, the director received 1,074 Non-Employee Director Stock Options with an exercise price of $289.68 per share and no upfront cost. These options become exercisable on January 15, 2027 and expire on January 15, 2033, and are designed to cliff vest 100% on the first anniversary of the grant date.
The director was also granted 439 shares of common stock in the form of restricted stock units at no purchase price, which cliff vest 100% on the first anniversary of the grant date. After this stock grant, the director beneficially owns 1,442 shares of FactSet common stock directly.
FactSet Research Systems director Maria Teresa Tejada received new equity awards in the form of stock options and restricted stock units. On January 15, 2026, she was granted 1,074 Non-Employee Director Stock Options with an exercise price of $289.68 per share and 439 shares of Common Stock in the form of restricted stock units at $0 per share.
The restricted stock units and the options each cliff vest 100% on the first anniversary of the grant date, meaning they become fully vested after one year. Following this grant, Tejada beneficially owned 1,415 shares of Common Stock directly, and held 1,074 stock options directly, aligning her compensation and incentives with long-term shareholder interests.
FactSet Research Systems Inc. reported equity awards to director Barak Eilam. On 01/15/2026, he received 439 shares of common stock in the form of restricted stock units at a grant price of $0, bringing his directly held common shares to 724. He was also granted a Non-Employee Director Stock Option for 1,074 shares of common stock, with an exercise price of $289.68 per share.
The filing explains that both the restricted stock units and the options granted to non-employee directors cliff vest 100% on the first anniversary of the grant date, meaning none of the awards vest before that one-year mark.