FactSet

Unternehmensdaten

Offizieller Name

FactSet Research Systems Inc.

Einheitentyp

COMPANY

Gegründet

1978

Hauptsitz

45 Glover Avenue, Norwalk, CT 06850

Unternehmensgröße

>5,000

Markt-Cluster / Sektor

Market-Intelligence- & Unternehmensdaten-Plattformen

Marktrolle

Data Provider / Broker

Börsenkürzel

FDS

Offizielle Website

factset.com

Was FactSet macht

Das Geschäftsmodell von FactSet basiert auf wiederkehrenden B2B-Subskriptions- und Datenlizenzierungsgebðhren (SaaS- und DaaS-Modell) für institutionelle Kunden. Einnahmen werden durch die Paketierung von Marktdaten, Fundamentaldaten, quantitativen Analyse-Modulen sowie Handels- und Risikoworkflows in modulare Software-Abonnements generiert. Ergänzend lizenziert das Unternehmen Datenfeeds, APIs und alternative Datensätze über einen eigenen Marktplatz. Durch die tiefe Verankerung der Tools direkt in den täglichen Prozessen der Analysten und Portfoliomanager erzielt FactSet eine außergewöhnlich hohe Kundenbindung (Sticky-Effekt), minimiert den Churn und sichert konstante Up-Selling-Potenziale über zusätzliche Sit-Lizenzen und Daten-Add-ons.

Strategische Einordnung

KI-gestützte Einordnung aus der bestehenden Unternehmensrecherche; Interpretation und belegte Fakten sind zu unterscheiden.

FactSet Research Systems Inc. ist ein fðhrender B2B-Anbieter von Finanzdaten und Analyse-Software für die globale Investmentbranche. Die Plattform konsolidiert proprietäre sowie Third-Party-Marktdaten, Portfolioanalysen, Screening-Tools, Research-Workflows, Portfoliomanagement- und Trading-Systeme in einer integrierten Umgebung. Die Bereitstellung erfolgt flexibel über Workstations, programmatische APIs und direkte Daten-Feeds, um Asset Manager, Investmentbanken, Wealth Manager, Hedgefonds und Fintech-Entwickler nahtlos zu unterstützen. Der strategische USP liegt in der tiefen Workflow-Integration: Anstatt fragmentierte Einzellösungen und Datenströme mðhsam über APIs oder Daten-Silos zu konsolidieren, nutzen Institutionen FactSet als Single Source of Truth für ihr gesamtes Research-, Risiko- und Portfoliomanagement.

Geschäftsmodell und Monetarisierung

FactSet monetarisiert seine Plattform über vertraglich vereinbarte, wiederkehrende Software-Subskriptionen und Datenlizenzen. Die kommerziellen Verträge werden modular strukturiert und kombinieren Workstation-Lizenzen (Seat-Based Pricing), spezifische Analyse-Module, API-Daten-Feeds und Premium-Datensätze zu maßgeschneiderten Enterprise-Kontrakten mit jährlicher oder mehrjähriger Laufzeit.

Workstation- und Analyse-Subskriptionen

Software Subscription

Daten-Feeds und API-Lizenzen

Software Subscription

Portfolio- und Trading-SaaS-Lösungen

Software Subscription

Zugriff auf alternative Drittanbieter-Daten

Pay-per-Use

KI-gestützte Workflow-Module und Add-ons

Software Subscription

Produkte und Fähigkeiten

Für diese Ansicht liegen keine Produkte mit zugeordneten Quellen vor.

Wettbewerber und Alternativen

• Morningstar+ Monitoren

  Financial data, research and investment analytics platform provider.

• PitchBook+ Monitoren

  Private markets data and analytics platform for institutional professionals.

• PrivCo+ Monitoren

  Private-company financial intelligence platform for institutional research workflows.

• LSEG+ Monitoren

  Financial data, indices and market infrastructure for institutions.

• S&P Global+ Monitoren

  B2B financial, commodity and mobility data analytics provider.

Zuletzt erfasste Signale

Datumsangaben beziehen sich auf die Quellenveröffentlichung. Ältere Einträge sind historischer Kontext, kein Beleg für ein neues Ereignis.

• 10-K Financial Filing Analysis for FactSet (2026-10-20)

  2026-10-20sec.gov

  financials · Erfasster 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)

  2026-09-30sec.gov

  financials · Erfasster 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)

  2026-09-25sec.gov

  financials · Erfasster 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

  2026-09-21exponentialview.co

  AI · Erfasster 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)

  2026-08-31sec.gov

  financials · Erfasster 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.

Verwandte Unternehmen

• Morningstar

  Financial data, research and investment analytics platform provider.

• PitchBook

  Private markets data and analytics platform for institutional professionals.

• PrivCo

  Private-company financial intelligence platform for institutional research workflows.

• LSEG

  Financial data, indices and market infrastructure for institutions.

Unternehmensbeziehungen vertiefen

• Wettbewerber und Alternativen
• Partner und Integrationen
• Eigentumsverhältnisse
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