FactSet vs LSEG

8-K Financial Filing Analysis for FactSet (2026-09-25)

FactSet Research Systems Inc. gab bekannt, dass der Vorstand Marcel Prins mit Wirkung zum 23. September 2026 zum neuen Non-Executive Director ernannt hat. Die Ernennung wurde am 25. September 2026 im Rahmen eines Form 8-K offengelegt. FactSet bestätigte, dass Herr Prins an keinen meldepflichtigen Transaktionen mit verbundenen Personen gemäß Regulation S-K beteiligt ist. Als Non-Executive Director erhält Herr Prins eine Vergütung gemäß dem regulären Board-Vergütungsprogramm des Unternehmens.

• Mit Wirkung zum 23. September 2026 wurde Marcel Prins in den Vorstand (Board of Directors) von FactSet Research Systems Inc. berufen.
• FactSet bestätigte das Fehlen von Absprachen mit Dritten zur Berufung sowie das Nichtvorliegen meldepflichtiger Related-Party-Transaktionen gemäß Item 404(a) der Regulation S-K.
• Herr Prins nimmt am bestehenden Vergütungsprogramm für Non-Employee Directors teil, wie im Proxy Statement vom 27. Oktober 2025 dargelegt.

AI Earnings Call Claims: More Quantified, Still Early Stage

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.
• Cost/productivity AI claims (26%) were more common than revenue/demand claims (16%).

Bank of America Bullish on Affirm Despite Modest Guidance

Affirm Holdings issued modest near-term growth guidance but beat fiscal fourth-quarter expectations, and Bank of America remains bullish. The bank reiterated a buy rating and raised its 12-month price target to $104 from $93, citing unmodeled growth vectors and potential catalysts such as a bank charter and brand-sponsored promotions. Affirm guided current-quarter revenue to $1.19 billion–$1.22 billion, above FactSet estimates. The article notes strong analyst support for the stock and recent substantial share gains over the past six months.

• Bank of America has a buy rating on Affirm and raised its 12-month price target to $104 from $93.
• Affirm reported fiscal fourth-quarter results that beat Wall Street expectations.
• Affirm guided current-quarter revenue to $1.19 billion–$1.22 billion, above the $1.16 billion FactSet estimate.

LSEG Risk Intelligence launches Active Intelligence: World-Check data that learns from every signal

LSEG Risk Intelligence today announced the launch of Active Intelligence for World-Check, a new data engine designed to help banks, non-bank financial institutions, ...

Partior and LSEG DiSH Collaborate to Bring Always-On Settlement Bank Liquidity to Partior’s Cross-Border Payments Network

Working to deliver an end-to-end option for 24/7 corporate and financial institutions’ payments across settlement banks and currencies.

RBC Initiates Kraft Heinz Coverage with Outperform, $32 Target

RBC Capital Markets initiated coverage of Kraft Heinz with an Outperform rating and a $32 price target, implying 29% upside. Analyst Nik Modi believes the company's reinvestment of $700 million in price, innovation, and marketing will drive a 0.9% organic growth in 2027, surpassing Street consensus of 0.4%. Despite Kraft Heinz's stock declining nearly 4% over the past year, RBC sees a favorable 'seesaw' tilt in 2027, with innovations like PowerMac and Capri Sun Hydrate addressing real consumer needs. The call contrasts with the majority of Wall Street analysts, as 15 of 20 covering analysts rate the stock a Hold.

• RBC Capital Markets initiated coverage on Kraft Heinz with an Outperform rating and a $32 price target.
• Kraft Heinz stock has fallen nearly 4% over the past year, while S&P 500 rose 14%.
• The company is investing $700 million in price, innovation, and marketing.