FactSet Research Systems (NYSE:FDS) Announces Quarterly Earnings Results

FactSet Research Systems (NYSE:FDS) posted its quarterly earnings data on Tuesday. The business services provider reported $4.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.37 by $0.09, FiscalAI reports. The firm had revenue of $611.02 million for the quarter, compared to the consensus estimate of $604.78 million. FactSet Research Systems had a net margin of 25.40% and a return on equity of 30.49%. The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $4.28 earnings per share.

Here are the key takeaways from FactSet Research Systems’ conference call:

• FactSet reported accelerating commercial momentum with organic ASV up 6.7% to $2.45B and raised fiscal?2026 ASV, revenue, and EPS guidance, confirming stronger-than-expected demand across geographies.
• AI investments are driving early productivity and product adoption — the company has captured >50% of its targeted 100bps cost savings, deployed AI coding assistants and data?ops tools (25%+ manual curation reduction), and launched MCP servers (120+ clients; API volumes tripling month-to-month).
• Broad product traction and client wins across workflows — real?time data, Portware, LiquidityBook, private capital datasets and proposal?generation tools fueled new logos and cross?sell, while ASV retention stayed >95% and top clients use more solutions year?over?year.
• Margins reflect near?term investment pacing: Q2 adjusted operating margin was 35% (down vs prior year) due to higher people costs, cloud/AI spend and professional fees, and management kept margin guidance range to balance growth versus productivity.
• Capital allocation supports shareholders — gross debt leverage ~1.4x and aggressive buybacks (?$163M in Q2, >$300M YTD) with ?$700M remaining under the $1B authorization, shrinking share count by ~3% over two quarters.

FactSet Research Systems Price Performance

FactSet Research Systems stock opened at $216.73 on Wednesday. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 0.63. The stock has a market cap of $8.04 billion, a P/E ratio of 13.79, a PEG ratio of 2.09 and a beta of 0.75. The company has a 50-day moving average price of $219.11 and a 200 day moving average price of $261.90. FactSet Research Systems has a 12-month low of $185.00 and a 12-month high of $474.79.

FactSet Research Systems Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Friday, February 27th were given a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date was Friday, February 27th. FactSet Research Systems’s dividend payout ratio is 27.99%.

Insiders Place Their Bets

In related news, Director Malcolm Frank sold 2,572 shares of the firm’s stock in a transaction dated Monday, January 12th. The stock was sold at an average price of $295.70, for a total transaction of $760,540.40. Following the completion of the sale, the director directly owned 879 shares of the company’s stock, valued at approximately $259,920.30. This trade represents a 74.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Laurie Siegel sold 2,572 shares of the company’s stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $296.25, for a total transaction of $761,955.00. Following the completion of the transaction, the director directly owned 1,037 shares in the company, valued at $307,211.25. The trade was a 71.27% decrease in their position. The SEC filing for this sale provides additional information. 1.20% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of the company. Daiwa Securities Group Inc. lifted its stake in shares of FactSet Research Systems by 0.4% in the 2nd quarter. Daiwa Securities Group Inc. now owns 6,866 shares of the business services provider’s stock worth $3,071,000 after acquiring an additional 30 shares during the period. SkyView Investment Advisors LLC increased its stake in shares of FactSet Research Systems by 2.7% during the second quarter. SkyView Investment Advisors LLC now owns 1,809 shares of the business services provider’s stock worth $798,000 after acquiring an additional 48 shares during the period. EverSource Wealth Advisors LLC raised its holdings in FactSet Research Systems by 58.6% during the second quarter. EverSource Wealth Advisors LLC now owns 138 shares of the business services provider’s stock worth $62,000 after purchasing an additional 51 shares in the last quarter. Geneos Wealth Management Inc. raised its holdings in FactSet Research Systems by 188.2% during the first quarter. Geneos Wealth Management Inc. now owns 98 shares of the business services provider’s stock worth $45,000 after purchasing an additional 64 shares in the last quarter. Finally, Wilmington Savings Fund Society FSB lifted its position in FactSet Research Systems by 12.3% in the fourth quarter. Wilmington Savings Fund Society FSB now owns 730 shares of the business services provider’s stock valued at $212,000 after purchasing an additional 80 shares during the period. 91.24% of the stock is currently owned by hedge funds and other institutional investors.

FactSet Research Systems News Summary

Here are the key news stories impacting FactSet Research Systems this week:

• Positive Sentiment: Q2 results beat consensus: FactSet reported non?GAAP EPS of $4.46 and revenue of $611.0M (up 7.1% YoY), topping estimates and showing steady organic ASV growth — the print and commentary helped lift sentiment. FactSet Reports Results for Second Quarter 2026
• Positive Sentiment: Market reaction: multiple outlets note a sharp intraday rally after the beat (shares jumped ~7% in early trading), reflecting investor focus on the better-than-expected earnings and revenue. FactSet shares jump nearly 7% after earnings beat
• Positive Sentiment: Raised confidence in recurring revenue / outlook: coverage and company materials highlight organic ASV growth and client gains; Zacks and other writeups point to stronger-than-expected trends that underpin the firm’s outlook. FactSet’s Q2 Earnings Beat Estimates, Revenues Increase Y/Y
• Positive Sentiment: Product/innovation catalyst: FactSet launched “FactSet AI for Banking” in partnership with Finster AI (alpha), signaling potential revenue upside from AI-native workflow automation in a large vertical. FactSet Accelerates Innovation in Banking
• Neutral Sentiment: Market positioning commentary: Articles note FactSet’s rising financial momentum among Russell 1000 stocks and its role within S&P 500 financial/tech slices — helpful framing but more descriptive than immediately catalytic. FactSet Shows Financial Momentum Rising In Russell 1000 Index Stocks
• Neutral Sentiment: Analyst/industry pieces: several outlets include FactSet among attractive business?information names to watch, reflecting sector tailwinds but not immediate rating changes. 3 Stocks to Watch From the Booming Business Information Industry
• Negative Sentiment: Valuation/long-term performance concerns: some writeups urge caution after the stock’s sizable drawdown from its 1?year high (a referenced ~54% decline), raising questions about cyclicality and whether current multiples adequately reflect growth risks. Is It Time To Reconsider FactSet?

FactSet Research Systems declared that its Board of Directors has authorized a stock buyback program on Thursday, December 18th that authorizes the company to buyback $600.00 million in outstanding shares. This buyback authorization authorizes the business services provider to purchase up to 5.4% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s board of directors believes its stock is undervalued.

Analyst Upgrades and Downgrades

FDS has been the topic of several research reports. Stifel Nicolaus decreased their target price on shares of FactSet Research Systems from $372.00 to $295.00 and set a “hold” rating for the company in a research report on Friday, December 19th. Jefferies Financial Group reiterated a “hold” rating and set a $305.00 price objective on shares of FactSet Research Systems in a research note on Friday, December 19th. Evercore boosted their price objective on FactSet Research Systems from $320.00 to $321.00 and gave the company an “in-line” rating in a report on Thursday, January 8th. Raymond James Financial reaffirmed a “market perform” rating on shares of FactSet Research Systems in a report on Thursday, December 18th. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of FactSet Research Systems in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, nine have issued a Hold rating and six have given a Sell rating to the company. Based on data from MarketBeat, FactSet Research Systems currently has an average rating of “Reduce” and a consensus price target of $285.69.

FactSet Research Systems Company Profile

FactSet Research Systems Inc operates as a global provider of integrated financial data and analytics to the investment community. Founded in 1978 and headquartered in Norwalk, Connecticut, the company offers a unified platform that aggregates content from thousands of sources, delivering real-time and historical market data, company fundamentals, estimates, fixed-income information and proprietary analytics to portfolio managers, research analysts, investment bankers and risk officers.

The company’s core products include the FactSet Workstation, an application offering customizable screening, charting, portfolio analysis and news; APIs and data feeds for seamless integration into proprietary systems; and cloud-based solutions for thematic research and quantitative strategies.