FactSet Research Systems(NYSE) FDS

FactSet helps financial experts find and study market information. The company provides software tools for research and managing investments. Banks and wealth managers use these tools to make better decisions.

The Financial Professional's Toolbox

• Workstations and Analytics: Digital platforms providing real-time data and tools for investment research; identified as a primary revenue growth driver in the third quarter of fiscal 2026.
• Enterprise Data Solutions: Comprehensive data feeds and cloud-based delivery systems used for critical front, middle, and back-office functions.
• Wealth Management Resources: Specialized digital tools helping advisors manage portfolios and automate reporting workflows for their clients.
• Market Infrastructure: Services including CUSIP Global Services, which manages unique identification codes for financial securities around the world.

Expanding the Digital Footprint

• Acquired Irwin in November 2024 to expand its services for investor relations professionals.
• Bought LiquidityBook in February 2025 to add cloud-based trading and order management tools.
• Integrated artificial intelligence across its platforms to automate routine research and content processing tasks.
• Expanded global operations by growing headcount in India and other centers of excellence.

How FactSet Stays Connected

FactSet maintains a global presence with nearly 13,000 employees and service centers primarily located in India and the Philippines. The company uses a subscription-based model that achieved an annual retention rate higher than 95% as of May 31, 2026.

A Look at the Numbers

• Revenue reached $622.9 million for the three months ended May 31, 2026, up 6.4% year-over-year.
• Operating margin fell to 26.7% for the three months ended May 31, 2026, compared to 33.2% in the prior year period.
• Net income was $126.7 million for the three months ended May 31, 2026, down 14.7% year-over-year.
• The company returned $243.4 million to stockholders through share repurchases and dividends during the three months ended May 31, 2026.

The Big Picture

FactSet has transitioned from a data provider into an integrated enterprise platform using cloud and artificial intelligence. Its long-term focus on recurring subscription revenue and workflow integration supports its role in the financial services ecosystem.