FactSet Research Systems Inc. is a global financial digital platform and enterprise solutions provider that offers expansive data, sophisticated analytics, and flexible technology to power critical investment workflows for financial professionals. The company's primary revenue source is subscriptions to its multi-asset class data and solutions, which are delivered through its connected data and technology platform . FactSet operates through three reportable segments: the Americas, EMEA, and Asia Pacific, with solutions spanning the investment lifecycle, including investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, and reporting . The company's business strategy focuses on building a leading open content and analytics platform, offering personalized digital products, and delivering insights tailored to clients' specific business models .
- Workstations - Provides financial professionals with integrated tools for investment research, portfolio management, and trade execution.
- Portfolio Analytics - Offers solutions for performance measurement, risk management, and portfolio analysis to optimize investment strategies.
- Enterprise Data Solutions - Delivers comprehensive data services that support data integration, management, and analysis across various financial workflows.
- Managed Services - Supports data, performance, risk, and reporting workflows with tailored services to enhance operational efficiency.
- Americas Segment - Generates significant revenue by delivering FactSet's products and services across the American markets.
- EMEA Segment - Contributes to revenue through the provision of FactSet's offerings in Europe, the Middle East, and Africa.
- Asia Pacific Segment - Expands FactSet's reach and revenue in the Asia Pacific region by offering its comprehensive suite of financial solutions.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Catrina Harding Executive | EVP, Chief People Officer | None | Joined FactSet in 2023, previously held senior HR roles at Gerson Lehrman Group and Synchrony Financial. Oversees HR strategy, talent acquisition, and employee engagement. | View Report → |
Christopher McLoughlin Executive | EVP, Chief Legal Officer | None | Oversees FactSet's legal and compliance functions. No additional details provided in the documents. | View Report → |
Christopher R. Ellis Executive | EVP, Head of Strategic Initiatives | None | Joined FactSet in 1994, previously led business development and acquisitions. Focuses on initiatives for asset managers and asset owners. | View Report → |
F. Philip Snow Executive | Chief Executive Officer | None | CEO since 2015, joined FactSet in 1996, previously held roles including President and SVP of U.S. Investment Management Sales. Earned a CFA designation. | View Report → |
Goran Skoko Executive | EVP, Chief Revenue Officer, MD EMEA & APAC | None | Joined FactSet in 2004, previously EVP of Dealmakers & Wealth. Leads global sales, client solutions, marketing, and media relations. | View Report → |
Helen L. Shan Executive | Chief Financial Officer | Board Member at EPAM Systems, Inc. | CFO since 2018, reappointed in 2024 after serving as Chief Revenue Officer. Extensive experience in financial leadership roles. | View Report → |
John Costigan Executive | EVP, Chief Data Officer | None | Joined FactSet in 2007, previously Chief Content Officer. Leads enterprise-wide data strategy, including AI initiatives and data transformation. | View Report → |
Katherine M. Stepp Executive | EVP, Chief Technology Officer | None | Joined FactSet in 2008, previously Senior Director of Product Management and Engineering. Leads FactSet's technology organization and digital transformation strategy. | View Report → |
Kristina W. Karnovsky Executive | EVP, Head of Dealmakers and Wealth | None | Joined FactSet in 2001, previously Chief Product Officer. Focuses on expanding deployment and building community in Dealmakers and Wealth. | View Report → |
Robert J. Robie Executive | EVP, Head of Institutional Buyside | None | Joined FactSet in 2000, previously EVP of Analytics & Trading Solutions. Oversees strategy and development for Institutional Buyside solutions. | View Report → |
Barak Eilam Board | Director | Board Member at HMH and SimilarWeb Ltd. | Director since 2024. Former CEO of NICE Ltd., where he led significant growth in revenue and cloud transformation. | |
Elisha Wiesel Board | Director | Founding Partner and CRO of ClearAlpha Technologies; Chair of Entrio; Chair of the Elie Wiesel Foundation | Director since 2023. Former CIO and Chief Risk Officer at Goldman Sachs. Expertise in risk management and technology. | |
James J. McGonigle Board | Lead Independent Director | Advisor at Summit Partners and Equality Asset Management | Director since 2002. Former Chairman and CEO of The Corporate Executive Board Company. Expertise in corporate governance and business services. | |
Laurie G. Hylton Board | Director | Board Member at Sun Life Financial Inc., Newbury Art Association, and Theater in the Open | Director since 2024. Former CFO and CAO at Eaton Vance Corp. Extensive experience in asset management and public accounting. | |
Laurie Siegel Board | Director | President of LAS Advisory Services; Board Member at Lumen Technologies and CECO Environmental Corp. | Director since 2015. Former SVP of HR at Tyco International. Expertise in human resources and executive compensation. | |
Lee Shavel Board | Director | President and CEO of Verisk Analytics, Inc.; Board Member at Verisk | Director since 2020. Extensive experience in financial services and analytics. | |
Malcolm Frank Board | Director | CEO of TalentGenius; Board Member at Fingerpaint Marketing | Director since 2016. Former Chief Strategy Officer at Cognizant. Co-author of books on digital transformation and innovation. | |
Maria Teresa Tejada Board | Director | Board Member at Pacific Mutual Holding Company; Trustee at Cleveland Museum of Natural History | Director since 2022. Former Chief Strategic Enterprise Risk Officer at Wells Fargo. Expertise in risk management and governance. | |
Robin A. Abrams Board | Chair of the Board of Directors | Board Member at HCL Technologies Ltd. and Lattice Semiconductor Corporation | Director since 2011, Chair since 2020. Former CEO of Palm Computing and Verifone. Extensive experience in technology and leadership. | |
Siew Kai Choy Board | Director | Advisor to companies in Banking, Fintech, Regtech, and DeepTech sectors | Director since 2020. Former Managing Director at GIC Private Limited, with expertise in investment management, data analytics, and governance. |
- Your guidance indicates a more optimistic outlook for the second half of fiscal 2025, similar to last year's expectations; what specific factors give you more confidence this year compared to last year, beyond macroeconomic assumptions like Fed rate cuts?
- With the guidance for margins to be down sequentially, is there a strategic shift happening where you are pivoting from focusing on margin expansion to prioritizing growth, and could you elaborate on this change?
- Given the headwinds in your annual price increases due to lower CPI or RPI, how do you plan to mitigate the impact of potentially lower pricing on your revenue growth in fiscal 2025?
- Can you provide more clarity on the performance of CUSIP and how it is contributing to your overall growth, especially since it drove growth in the partnerships business but specific figures were not disclosed?
- Considering the competitive environment and observations of aggressive pricing by competitors, how are you balancing the need to win market share with the potential impact on margins, and what is your approach to pricing in this context?
Research analysts who have asked questions during FACTSET RESEARCH SYSTEMS earnings calls.
Shlomo Rosenbaum
Stifel, Nicolaus & Company, Incorporated
9 questions for FDS
Alex Kramm
UBS Group AG
8 questions for FDS
Ashish Sabadra
RBC Capital Markets
8 questions for FDS
Craig Huber
Huber Research Partners
8 questions for FDS
Jason Haas
Wells Fargo
8 questions for FDS
Surinder Thind
Jefferies Financial Group
8 questions for FDS
Toni Kaplan
Morgan Stanley
8 questions for FDS
Andrew Nicholas
William Blair & Company
7 questions for FDS
Faiza Alwy
Deutsche Bank
7 questions for FDS
Scott Wurtzel
Wolfe Research
7 questions for FDS
George Tong
Goldman Sachs
6 questions for FDS
Kelsey Zhu
Autonomous Research
6 questions for FDS
Manav Patnaik
Barclays
6 questions for FDS
David Motemaden
Evercore ISI
3 questions for FDS
Jeffrey Silber
BMO Capital Markets
3 questions for FDS
Owen Lau
Oppenheimer & Co. Inc.
3 questions for FDS
Peter Knudsen
Evercore ISI
3 questions for FDS
Brendan Popson
Barclays
2 questions for FDS
Kwun Sum Lau
Oppenheimer
2 questions for FDS
Russell Quelch
Redburn Atlantic
2 questions for FDS
Keen Fai Tong
Goldman Sachs Group Inc.
1 question for FDS
Ryan Griffin
BMO Capital Markets
1 question for FDS
Shlomo Rosenbaum
Stifel Financial Corp.
1 question for FDS
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Bloomberg L.P. | The company is one of the largest competitors in the financial information services industry, providing expansive data, sophisticated analytics, and flexible technology similar to the company's offerings. |
S&P's Market Intelligence division | This division is a major competitor, offering products and services that are similar to the company's offerings in the financial information services industry. |
London Stock Exchange Group's Data & Analytics division | Formerly known as Refinitiv, this division is a significant competitor in the financial information services industry, providing similar products and services. |
BlackRock Aladdin | This is one of the competitive products in the market, providing services similar to the company's offerings. |
This company is a competitor, offering products or services similar to the company's offerings in the financial information services industry. | |
This company is a competitor, providing products or services similar to the company's offerings in the financial information services industry. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
LiquidityBook | 2025 | FactSet acquired LiquidityBook on February 7, 2025, for a gross purchase price of $246.5 million in cash funded through borrowings, adding cloud-native trading solutions and a proprietary FIX network that enhances its OMS and pre-trade compliance capabilities within the FactSet Workstation. |
CUSIP Global Services | 2022 | FactSet completed the acquisition of CGS on March 1, 2022, for a cash purchase price of $1.932 billion, financed via Senior Notes and borrowings, to secure its exclusive role as the global issuer of CUSIP identifiers and expand its presence in the global capital markets. |
Cobalt Software, Inc. | 2021 | FactSet acquired Cobalt on October 12, 2021, for approximately $51.0 million (subject to post-closing adjustments) to enhance its private market offerings and data workflow solutions by integrating portfolio monitoring capabilities. |
Recent press releases and 8-K filings for FDS.
- Hyundai Motor’s Q3 operating profit fell nearly 30% as a 25% US tariff cost the company KRW 1.8 trillion
- The company achieved record Q3 revenue of KRW 46.7 trillion, up 8.8% year-on-year, driven by strong global auto sales
- Automotive division operating income plunged 48.7% to KRW 1.174 trillion, while the finance segment grew 32.4% to KRW 576 billion
- Hyundai sold approximately 1.04 million vehicles in Q3 (257,446 units in the US) and recorded 252,343 eco-friendly vehicle sales, including 76,153 EVs
- The company offset about 60% of tariff costs through material cost cuts, budget reductions, and product mix improvements, supported by a trade deal reducing US tariffs to 15%
- In Q3, net profit was €1.19 billion, down 31% year-over-year, pressured by weak China sales and U.S. tariffs.
- Third-quarter sales volume fell 12%, with China sales down 27% amid fierce local competition.
- Adjusted EBIT declined 17% to €2.1 billion, and reported EBIT plunged 70.2% to €750 million, while EPS dropped 32.5% to €1.22.
- Management maintains full-year guidance, launching cost-cutting measures targeting €5 billion savings by 2027 and continuing a €2 billion share buyback.
- Organic sales grew 3% in Q3 2025, with total revenue up ~2% despite a -6% currency headwind.
- Operating profit rose to SEK 6.43 billion, driving an operating margin of 16.8%, the highest in a decade.
- Net profit after tax reached SEK 4,154 million, equating to earnings per share of SEK 3.74.
- Completed five bolt-on acquisitions adding about SEK 500 million in annual sales; operating cash flow was robust with 41% operating leverage.
- Germany signed a €3.75 billion contract to acquire 20 additional Eurofighter Typhoon jets under Tranche 5, with deliveries slated for 2031–2034, replacing part of its Tornado fleet
- Tranche 5 aircraft will feature the ECRS Mk1 AESA radar and Saab’s Arexis electronic warfare suite, boosting air-to-air and electronic combat capabilities
- The deal includes 52 Eurojet EJ200 engines and continues assembly by Airbus Defence & Space at Manching, preserving critical industrial skills and production continuity
- It reflects Germany’s long-term commitment to sovereign European air power and NATO security, planning to operate Eurofighters into the 2060s and integrate them with future FCAS platforms
- Bouygues Telecom, Free-iliad Group and Orange have jointly submitted a non-binding offer valued at approximately €17 billion to acquire most of Altice’s French telecom assets.
- The offer implies an indicative enterprise value for Altice France of over €21 billion, with 43% allocated to Bouygues, 30% to Free-iliad and 27% to Orange.
- The deal targets SFR, France’s second-largest telecom operator, which serves over 19 million mobile subscribers and 6.1 million fiber customers as of June 2025.
- A binding offer could arrive by end-Q1 2026, with the full process potentially spanning more than four years; it would be Europe’s second-largest telecom acquisition of 2025.
- 10% year-over-year increase in Q3 copper production, driven by growth at Escondida and record output at Oyu Tolgoi
- Iron ore shipments from Pilbara were flat YoY at 84.3 Mt in Q3, up 6% sequentially, with full-year guidance maintained at the lower end of 323–338 Mt
- Annual bauxite production guidance raised to 59–61 Mt based on record outputs from Amrun in Queensland
- New CEO Simon Trott (appointed August 2025) is prioritizing operational excellence, simplification and disciplined performance amid infrastructure works and market tensions
- Rheinmetall and Polska Grupa Zbrojeniowa (PGZ) signed a memorandum of understanding to form a joint venture producing armored recovery, engineering and vehicle-launched bridge systems for the Polish armed forces.
- The venture will establish a European Support Vehicles Centre to enhance Poland’s heavy-vehicle manufacturing capabilities and strengthen European defense industrial cooperation amid threats from the East.
- The collaboration supports PGZ’s global brand development, diversifies its international partnerships, and offers business opportunities to local firms like Wojskowe Zakłady Motoryzacyjne and H. Cegielski, with potential to expand product offerings for external markets.
- Treasury Wine Estates has withdrawn its FY26 guidance due to challenging trading conditions in China and the U.S.
- Penfolds’ 1Q26 global shipments met expectations, but depletions in China remain below plan despite improvement during the Mid-Autumn Festival
- Disruptions from a distributor change in California created uncertainty over about $100 million in inventory, impacting Treasury Americas’ performance
- The company has paused its A$130 million share buyback, having completed ~15% of its A$200 million program, and holds A$1 billion in liquidity
- Lloyds Banking Group completed a stock-swap deal to acquire the remaining 49.9% stake in Schroders Personal Wealth, exchanging its 19.1% stake in Cazenove Capital.
- Schroders Personal Wealth, to be renamed Lloyds Wealth, manages about £17 billion of client assets and generated £45 million in operating profit in H1 2025.
- Schroders will continue managing SPW and Scottish Widows assets under a new multi-year investment management agreement, while Lloyds will refer high-net-worth clients to Cazenove Capital.
- The deal supports Lloyds’ strategy to deepen relationships in the high-value wealth segment, is expected to modestly increase operating costs beyond the previous £9.7 billion 2025 estimate, but will have no material impact on overall guidance.
- Fast Retailing reported record annual revenue of ¥5.4 trillion for the year ended Aug. 31, 2025 (up 9.6%) and record operating profit of ¥564.3 billion (up 13%), surpassing both its forecast of ¥545 billion and analysts’ average of ¥546 billion.
- The company forecast operating profit of ¥610 billion for the year ending Aug. 31, 2026.
- Strong domestic sales—including tourist spending—and international expansion drove results, with North America revenue up 24.5% and business profit up 35.1%, plus planned flagship openings in Frankfurt, Warsaw, Chicago and San Francisco.
- Greater China remained weak, with falling sales and profits across roughly 900 Uniqlo stores, prompting a strategic shift westward.
- Shares jumped as much as 7.7% intraday in Tokyo, and the company raised its 2025 dividend estimate, helped by price hikes and cost cuts offsetting U.S. tariffs.