Welcome to our dedicated page for Factset Resh Sys SEC filings (Ticker: FDS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to SEC filings for FactSet Research Systems Inc. (FDS), a global financial digital platform and enterprise solutions provider listed on the NYSE and NASDAQ and included in the S&P 500 index. Through these filings, investors can review the company’s official disclosures on financial performance, governance, compensation, and shareholder matters.
FactSet’s annual reports on Form 10-K and quarterly reports on Form 10-Q (not reproduced here but referenced in company communications) contain detailed discussions of revenues, operating margins, cash flows, risk factors, and business strategy. The company also uses these reports to present non-GAAP measures such as organic revenues, adjusted operating margin, adjusted net income, EBITDA, adjusted EBITDA, adjusted diluted EPS, and free cash flow, with reconciliations to GAAP metrics.
Current reports on Form 8-K document material events, including earnings releases, governance changes, and shareholder votes. Recent 8-K filings describe quarterly results, the approval of the 2025 Omnibus Incentive Plan and 2025 Employee Stock Purchase Plan, amendments to the certificate of incorporation, and updates to the company’s bylaws regarding director election standards. These filings also reference press releases furnished as exhibits that elaborate on FactSet’s financial and operational results.
FactSet’s definitive proxy statement on Schedule 14A outlines proposals presented at the annual meeting, such as director elections, auditor ratification, advisory votes on executive compensation, and equity plan approvals. It also provides extensive detail on executive and director compensation and governance practices.
On Stock Titan, SEC documents for FDS are updated as they are made available through EDGAR. AI-powered summaries can help explain complex sections, highlight key changes from prior periods, and surface items such as compensation plans, voting outcomes, and bylaw or charter amendments, giving investors a clearer view of how FactSet is managed and how its governance framework evolves over time.
FactSet Research Systems director Malcolm Frank reported exercising stock options and selling shares of the company’s common stock. On January 12, 2026, he exercised a Non-Employee Director Stock Option for 2,572 shares at an exercise price of $207.88 per share, increasing his direct common stock holdings to 3,451 shares.
That same day, he sold 1,045 shares of common stock at a weighted average price of $295.02 per share, in trades executed between $294.61 and $295.57, and a further 1,527 shares at a weighted average price of $296.17 per share, in trades executed between $295.62 and $296.56. After these transactions, he directly owned 879 shares of FactSet common stock. The exercised options were non-qualified options granted to non-employee directors that vest 100% three years after grant.
FactSet Research Systems director Laurie Siegel reported an option exercise and related stock sales. On January 8, 2026, she exercised a Non-Employee Director Stock Option covering 2,572 shares of Common Stock at an exercise price of $207.88 per share, converting the option into directly held common shares.
The filing also reports two same-day open market sales of FactSet Common Stock. Siegel sold 1,984 shares at a weighted average price of $296.12 per share and 588 shares at a weighted average price of $296.67 per share, each executed in multiple trades within stated price ranges. After these transactions, she directly owned 1,037 shares of Common Stock.
FactSet Research Systems Inc. filed a notice of proposed stock sale under Rule 144. The filing covers the planned sale of 2,572 shares of common stock through Citigroup Global Markets on the NYSE, with an aggregate market value of $757,325.00. These shares are part of a larger base of 37,099,259 common shares outstanding. The securities are to be acquired and sold on 01/12/2026 through a stock option exercise and immediate sale paid in cash.
FactSet Research Systems Inc. is registering 4,232,362 shares of its common stock for issuance under the new 2025 Omnibus Incentive Plan. These shares are intended for grants to eligible employees, directors and other service providers as part of equity-based compensation. The filing also restates how the company can indemnify and protect its directors and officers under Delaware law and its certificate of incorporation, and includes standard undertakings to update the registration if material changes occur.
FactSet Research Systems director Robin Ann Abrams reported exercising a non-employee director stock option and acquiring additional common shares. On January 7, 2026, an option for 2,572 shares of common stock with an exercise price of $207.88 per share was exercised, converting the derivative position into common stock. Following this transaction, Abrams directly owned 14,886 shares of FactSet common stock. The non-qualified stock options, originally granted on January 15, 2022, were structured to cliff vest 100% three years after the grant date and are now fully exercised, leaving 0 derivative securities reported as beneficially owned.
A holder of FactSet Research Systems Inc. common stock has filed a Rule 144 notice to sell 2,572 shares. The shares are to be sold through Citigroup Global Markets on the NYSE, with an indicated aggregate market value of
The filing notes that 37,099,259 shares of FactSet common stock were outstanding, providing context for the size of this sale. The seller represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations when submitting this notice.
FactSet Research Systems Inc. reported higher results for the quarter ended November 30, 2025. Revenue rose to $607.6 million from $568.7 million, driven by growth across the Americas, EMEA and Asia Pacific segments. Operating income was broadly stable at $192.1 million versus $191.3 million, while net income edged up to $152.6 million from $150.0 million.
Basic earnings per share increased to $4.08 from $3.95, with diluted EPS at $4.06 versus $3.89, helped by a lower share count. Operating cash flow strengthened to $121.3 million from $86.4 million, supporting continued capital returns. The company paid a quarterly dividend of $1.10 per share and repurchased 478,100 shares for $139.9 million, plus additional shares for tax withholding. Long-term debt stood at $1.37 billion in principal, mainly from term loans and senior notes, and cash and cash equivalents were $275.4 million. Intangible assets and goodwill remain significant, reflecting prior acquisitions, and the company reports no goodwill or intangible impairments.
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 Research Systems Chief Legal Officer Christopher McLoughlin reported a routine share withholding tied to restricted stock units (RSUs). On December 2, 2025, 731 shares of common stock were withheld at $278.28 per share to cover taxes due upon the vesting of RSUs that were originally granted on December 2, 2024. After this transaction, he beneficially owned 2,714.62 shares of FactSet common stock directly. The RSU award vests 50% each year on the grant anniversary and becomes fully vested after two years.
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