Market & Financial Intelligence Platforms · Data Provider / Broker
FactSet
Financial data, analytics and workflow software for investors.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- FactSet Research Systems Inc.
- Entity type
- COMPANY
- Founded
- 1978
- Headquarters
- 45 Glover Avenue, Norwalk, CT 06850
- Company size
- >5,000
- Market cluster / sector
- Market & Financial Intelligence Platforms
- Market role
- Data Provider / Broker
- Ticker
- FDS
- Official website
- factset.com
What FactSet does
FactSet runs a recurring B2B subscription and data licensing model for institutional finance. It packages market data, fundamentals, analytics, portfolio and trading workflows, and AI tools into software subscriptions, while also selling APIs, feeds and integrated third-party datasets. Value is created by embedding its data and tools directly into investment research, portfolio construction, risk management and execution processes, which raises switching costs and expands account value over time.
Category differentiation
FactSet is not a consumer investing app, broker or retail trading platform. It is enterprise financial data, analytics and workflow software for institutional finance users.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
FactSet Research Systems Inc. is a public B2B financial data and analytics software provider serving investment professionals. Its core products combine proprietary and third-party market data, portfolio analytics, screening, research workflows, portfolio management, trading tools, and programmatic data delivery through workstation, API and feed-based products. The company operates as both a subscription software provider and a licensed data supplier to asset managers, investment banks, wealth managers, hedge funds, traders, analysts and fintech teams. FactSet generates revenue primarily through recurring enterprise subscriptions for its workstation, analytics applications, portfolio and trading solutions, and data products. It also monetises through modular data licensing, API and feed access, and marketplace distribution of third-party and alternative datasets. Its value proposition is workflow integration: clients use a single environment for research, analytics, portfolio management and data integration rather than stitching together multiple fragmented tools.
Company news briefing
Briefing updated:
FactSet reported its fiscal year 2026 financial results, generating $2,476.3 million in total revenues with organic Annual Subscription Value expanding by 7.0% to $2,568.2 million, alongside an operating income of $700.0 million. Furthermore, the company's market position is reinforced by its integration as an optimised Model Context Protocol connector within OpenAI's newly launched ChatGPT for Financial Services. Its consensus estimates also continue to serve as a benchmark for evaluating corporate guidance across major equities.
Business model & monetisation
FactSet monetises through negotiated recurring subscriptions and data licences. Commercial packaging combines workstation seats, analytics modules, portfolio and trading capabilities, API access, data feeds and add-on datasets into modular enterprise contracts. Revenue is driven by annual or multi-year subscriptions, user-based access, dataset licensing, and platform expansion within existing institutional accounts.
- Workstation and analytics subscriptions
- Software Subscription
- Data feeds and API licences
- Software Subscription
- Portfolio management and trading solutions
- Software Subscription
- Third-party and alternative dataset access
- Pay-per-Use
- AI-enabled workflow modules
- Software Subscription
Products & capabilities
No products with linked sources are available in this view.
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Competitors & alternatives
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Financial data, research and investment analytics platform provider.
Private markets data and analytics platform for institutional professionals.
Private-company financial intelligence platform for institutional research workflows.
Financial data, indices and market infrastructure for institutions.
B2B financial, commodity and mobility data analytics provider.
Side-by-side comparisons
Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
10-K Financial Filing Analysis for FactSet (2026-10-20)
financials · Recorded impact score: 4.1/5
FactSet Research Systems Inc. reported its fiscal year 2026 financial results (period ended August 31, 2026), generating total revenues of $2,476.3 million, up 6.7% year-over-year from $2,321.7 million in fiscal 2025. Organic Annual Subscription Value (ASV) expanded by 7.0% to $2,568.2 million, driven by demand for data solutions and workstations. Operating income contracted 6.5% to $700.0 million, resulting in an operating margin compression of 390 basis points to 28.3%, weighed down by $46.2 million in restructuring costs, higher variable compensation, and executive onboarding expenses. Net income declined 10.6% to $533.5 million, with diluted EPS decreasing 6.3% to $14.57, cushioned by share buybacks reducing share count. Operating cash flows improved to $822.2 million, yielding free cash flow of $707.5 million, supporting $808.1 million in total capital returns through share repurchases and dividends.
- Revenues rose 6.7% to $2,476.3 million, while Organic ASV climbed 7.0% to $2,568.2 million as client count grew 2.9% to 9,258 and user count expanded 9.8% to 260,671.
- Operating margin declined from 32.2% to 28.3%, primarily due to $46.2 million in severance/restructuring expenses, executive onboarding compensation of $19.5 million, and higher merit/cloud hosting costs.
8-K Financial Filing Analysis for FactSet (2026-09-30)
financials · Recorded impact score: 3/5
FactSet Research Systems Inc. filed a Form 8-K reporting two primary events: the issuance of its fourth-quarter and full-year earnings press release for the period ended August 31, 2026, and the adoption of amendments to its Amended and Restated By-laws, effective September 24, 2026. The by-law amendments enhance the Board's authority to delegate powers to Board committees in accordance with Delaware General Corporation Law, update advance notice requirements and procedural disclosures for shareholder nominations and business proposals, and implement clarifying revisions regarding officer appointments and standardized definitions.
- On September 30, 2026, FactSet furnished its financial results for the three and twelve months ended August 31, 2026 (Item 2.02, Exhibit 99.1).
- On September 24, 2026, the Board approved Amended and Restated By-laws, effective immediately, enabling broader Board committee delegation under Delaware law and refining advance notice procedures for shareholder meetings (Item 5.03, Exhibit 3.1).
8-K Financial Filing Analysis for FactSet (2026-09-25)
financials · Recorded impact score: 2.5/5
FactSet Research Systems Inc. announced that its Board of Directors appointed Marcel Prins as a new independent, non-employee director, effective September 23, 2026. The appointment was disclosed via Form 8-K on September 25, 2026. FactSet confirmed that Mr. Prins has no related-party transactions under Item 404(a) of Regulation S-K and was not selected pursuant to any third-party arrangement. As a non-employee director, Mr. Prins will receive compensation in accordance with FactSet's standard director compensation program as detailed in its proxy statement.
- Effective September 23, 2026, Marcel Prins was appointed to the Board of Directors of FactSet Research Systems Inc.
- FactSet confirmed that Mr. Prins has no third-party selection arrangements and no disclosable related-party transactions under Item 404(a) of Regulation S-K.
AI Earnings Call Claims: More Quantified, Still Early Stage
AI · Recorded impact score: 3/5
Exponential View's AI Investment Brief analyzes earnings calls from S&P 500 companies to quantify AI's economic impact. In the June 2026 season, 33% of companies made quantified AI statements, with 35% in the quarter-to-date, up ~10 percentage points year-over-year. 15% of companies made quantified claims of AI's business impact, up from 9% in early 2025. Cost/productivity claims (26%) slightly outpaced revenue/demand claims (16%), with median improvements of 47% and 40% respectively. Deployment language increased from 7% in early 2025 to 12% this quarter, while pilot mentions remained low. The term 'agentic' appeared in 24% of calls, up from 9% in Q1 2025, while 'generative AI' declined from 13% to 6%. These trends suggest AI adoption is gradually being measured and reported, though it remains at an early stage in the broader economy.
- 33% of S&P 500 companies in June 2026 earnings season made quantified AI statements.
- 15% of companies made quantified claims of AI's business impact, up from 9% in early 2025.
8-K Financial Filing Analysis for FactSet (2026-08-31)
financials · Recorded impact score: 3.2/5
On August 28, 2026, FactSet Research Systems Inc. entered into Amendment No. 1 to its credit agreement with PNC Bank, National Association, as administrative agent, and participating lenders. The amendment increases the aggregate commitments under its senior unsecured revolving credit facility by $500 million, bringing the total revolving capacity to $1.5 billion, while extending its maturity date to August 28, 2031. Additionally, the amendment extends the final maturity of its $375 million senior unsecured term loan facility to August 28, 2029, eliminates scheduled term loan amortization, and removes the 0.10% credit spread adjustment on Term SOFR and Daily Simple SONIA borrowings.
- Expanded the senior unsecured revolving credit facility commitment by $500M to $1.5B and extended maturity to August 28, 2031.
- Extended the $375M senior unsecured term loan maturity to August 28, 2029, and eliminated scheduled amortization payments.
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Questions about FactSet
What is FactSet?
FactSet is a public B2B provider of financial data, analytics, portfolio, trading and research workflow software for investment professionals.
Who uses FactSet?
Its users include asset managers, investment banks, wealth managers, hedge funds, portfolio managers, traders, analysts, developers and data teams.
How does FactSet make money?
It makes money through recurring subscriptions, workstation licences, analytics modules, portfolio and trading software, and licensed data feeds and APIs.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
16 publicly documented primary sources and citations linked across the market graph.
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