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 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.
Baron Capital Group and affiliates filed Amendment No. 19 to Schedule 13G reporting their passive stake in FactSet Research Systems (FDS). The filing shows beneficial ownership of 1,819,059 shares, representing 4.81% of the common stock. They report 0 shares with sole voting or dispositive power, 1,788,146 with shared voting power, and 1,819,059 with shared dispositive power.
Related entities report stakes as follows: BAMCO, Inc. at 1,566,986 shares (4.14%) and Baron Capital Management, Inc. at 252,073 shares (0.67%). The signatory Ronald Baron is listed with the same aggregate and percentage as Baron Capital Group. The certification states the securities were acquired and are held in the ordinary course and not to change or influence control.
FactSet Research Systems (FDS) reported an insider purchase by EVP and Chief Revenue Officer Goran Skoko. On 11/06/2025, he bought 500 shares of common stock at a weighted average price of $252.93 (multiple trades ranged $252.88–$252.98).
Following the transaction, Skoko directly beneficially owns 9,191.551 shares. The transaction code was P for an open-market purchase.
FactSet Research Systems (FDS) reported an insider equity grant. Chief People Officer Catrina Harding was granted 5,973 employee stock options at an exercise price of $264.57 per share on 11/03/2025. The options vest 25% annually on each grant anniversary and expire on 11/03/2035. Following the grant, she holds 5,973 derivative securities directly.
FactSet Research Systems (FDS) reported an insider equity award. EVP and Chief Financial Officer Helen L. Shan acquired 14,933 employee stock options on 11/03/2025 at an exercise price of $264.57 per share. The options are held directly.
The grant vests 25% each year on the anniversary of the grant date and expires on 11/03/2035. Following the transaction, 14,933 derivative securities were beneficially owned.