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 director reports equity grants. Robin Ann Abrams, a non-employee director of FactSet Research Systems Inc., reported receiving 604 shares of common stock on January 15, 2026 at a price of $0, reflecting a restricted stock unit award that fully vests one year after the grant date. Following this grant, Abrams beneficially owns 15,490 shares of FactSet common stock directly. She also received a non-employee director stock option for 1,477 shares of common stock with an exercise price of $289.68 per share; this option cliff vests 100% on the first anniversary of the grant and is scheduled to expire on January 15, 2033.
FactSet Research Systems director Laurie Siegel reported equity awards in the form of stock units and options. On 01/15/2026, she received 626 shares of common stock as a grant of restricted stock units at a price of $0 per share, bringing her directly held common stock to 1,663 shares after the transaction. She also received a non-employee director stock option covering 1,531 shares of common stock at an exercise price of $289.68 per share, with 1,531 derivative securities held directly after the grant.
The restricted stock units granted to non-employee directors cliff vest 100% on the first anniversary of the date of grant. The options likewise cliff vest 100% on the first anniversary of the grant date, become exercisable on 01/15/2027, and expire on 01/15/2033, providing long-term equity-based compensation linked to FactSet’s share performance.
FactSet Research Systems Inc. director Malcolm Frank reported equity awards received on January 15, 2026. He acquired 713 shares of common stock at a price of $0 per share in the form of restricted stock units granted to a non-employee director. Following this award, he beneficially owned 1,592 shares of common stock on a direct basis.
On the same date, he also received a non-employee director stock option covering 1,743 shares of common stock with a conversion or exercise price of $289.68 per share. These options were acquired at a price of $0 and, together with the restricted stock units, are scheduled to cliff vest 100% on the first anniversary of the grant date.
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 736,517.00. The planned transaction is structured as an option exercise and same-day sale, with both acquisition and sale dated 01/08/2026.
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.