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FACTSET RESEARCH SYSTEMS (FDS)

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 .

  1. Workstations - Provides financial professionals with integrated tools for investment research, portfolio management, and trade execution.
  2. Portfolio Analytics - Offers solutions for performance measurement, risk management, and portfolio analysis to optimize investment strategies.
  3. Enterprise Data Solutions - Delivers comprehensive data services that support data integration, management, and analysis across various financial workflows.
  4. Managed Services - Supports data, performance, risk, and reporting workflows with tailored services to enhance operational efficiency.
  5. Americas Segment - Generates significant revenue by delivering FactSet's products and services across the American markets.
  6. EMEA Segment - Contributes to revenue through the provision of FactSet's offerings in Europe, the Middle East, and Africa.
  7. 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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NamePositionExternal RolesShort 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.

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Christopher McLoughlin

Executive

EVP, Chief Legal Officer

None

Oversees FactSet's legal and compliance functions. No additional details provided in the documents.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

  1. 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?
  2. 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?
  3. 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?
  4. 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?
  5. 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

Also covers: ARMK, CCCS, CLVT +14 more

Alex Kramm

UBS Group AG

8 questions for FDS

Also covers: BR, CBOE, CBRE +15 more

Ashish Sabadra

RBC Capital Markets

8 questions for FDS

Also covers: ADP, CBOE, CLVT +18 more

Craig Huber

Huber Research Partners

8 questions for FDS

Also covers: DNB, EFX, FICO +11 more

Jason Haas

Wells Fargo

8 questions for FDS

Also covers: ASGN, CTAS, ECL +11 more

Surinder Thind

Jefferies Financial Group

8 questions for FDS

Also covers: ASGN, CLVT, CSGP +25 more

Toni Kaplan

Morgan Stanley

8 questions for FDS

Also covers: ADT, ARMK, BFAM +17 more

Andrew Nicholas

William Blair & Company

7 questions for FDS

Also covers: AMTD, CBZ, CLVT +16 more

Faiza Alwy

Deutsche Bank

7 questions for FDS

Also covers: ABM, ADV, ARMK +16 more

Scott Wurtzel

Wolfe Research

7 questions for FDS

Also covers: ADP, BR, CLVT +10 more

George Tong

Goldman Sachs

6 questions for FDS

Also covers: ADT, BCO, BFAM +22 more

Kelsey Zhu

Autonomous Research

6 questions for FDS

Also covers: EFX, MSCI, TRU +1 more

Manav Patnaik

Barclays

6 questions for FDS

Also covers: BFAM, CLVT, CTAS +16 more

David Motemaden

Evercore ISI

3 questions for FDS

Also covers: ACGL, AJG, ALL +16 more

Jeffrey Silber

BMO Capital Markets

3 questions for FDS

Also covers: AMN, ASGN, ATGE +14 more

Owen Lau

Oppenheimer & Co. Inc.

3 questions for FDS

Also covers: CLVT, CME, COIN +8 more

Peter Knudsen

Evercore ISI

3 questions for FDS

Also covers: FIHL, PLMR

Brendan Popson

Barclays

2 questions for FDS

Also covers: DNB, EFX, IT

Kwun Sum Lau

Oppenheimer

2 questions for FDS

Also covers: CBOE, CLVT, CME +9 more

Russell Quelch

Redburn Atlantic

2 questions for FDS

Also covers: MCO, MSCI, SPGI +1 more

Keen Fai Tong

Goldman Sachs Group Inc.

1 question for FDS

Also covers: ADT, BCO, BFAM +21 more

Ryan Griffin

BMO Capital Markets

1 question for FDS

Also covers: AMN, ASGN, COUR +5 more

Shlomo Rosenbaum

Stifel Financial Corp.

1 question for FDS

Also covers: WM
Program DetailsProgram 1Program 2
Approval DateAugust 11, 2023 September 17, 2024
End Date/DurationAugust 31, 2024 Fiscal 2025
Total Additional Amount$250 million $300 million
Remaining Authorization$64.8 million Not specified
DetailsEnded August 31, 2024 New authorization for fiscal 2025
YearAmount Due (in millions)Debt TypeInterest Rate (%)% of Total Debt
202562.52022 Term FacilityFloating SOFR + 0.9754.6% = (62.5 / 1,367.5) * 100
2027500.02027 Notes2.90036.6% = (500.0 / 1,367.5) * 100
2027305.02022 Revolving FacilityFloating SOFR + 0.97522.3% = (305.0 / 1,367.5) * 100
2032500.02032 Notes3.45036.6% = (500.0 / 1,367.5) * 100

Competitors mentioned in the company's latest 10K filing.

CompanyDescription

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.

NameStart DateEnd DateReason for Change
Ernst & Young LLP2013 PresentCurrent auditor

Notable M&A activity and strategic investments in the past 3 years.

CompanyYearDetails

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 reports Q3 2025 profit decline amid US tariffs
·$FDS
Earnings
Revenue Acceleration/Inflection
  • Hyundai Motor’s Q3 operating profit fell nearly 30% as a 25% US tariff cost the company KRW 1.8 trillion
  • The company achieved record Q3 revenue of KRW 46.7 trillion, up 8.8% year-on-year, driven by strong global auto sales
  • Automotive division operating income plunged 48.7% to KRW 1.174 trillion, while the finance segment grew 32.4% to KRW 576 billion
  • Hyundai sold approximately 1.04 million vehicles in Q3 (257,446 units in the US) and recorded 252,343 eco-friendly vehicle sales, including 76,153 EVs
  • The company offset about 60% of tariff costs through material cost cuts, budget reductions, and product mix improvements, supported by a trade deal reducing US tariffs to 15%
12 hours ago
Mercedes-Benz reports Q3 profit down 31% amid China slump and US tariffs
·$FDS
Earnings
Demand Weakening
Share Buyback
  • 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.
1 day ago
Assa Abloy reports Q3 2025 growth and record margins
·$FDS
Earnings
M&A
  • Organic sales grew 3% in Q3 2025, with total revenue up ~2% despite a -6% currency headwind.
  • Operating profit rose to SEK 6.43 billion, driving an operating margin of 16.8%, the highest in a decade.
  • Net profit after tax reached SEK 4,154 million, equating to earnings per share of SEK 3.74.
  • Completed five bolt-on acquisitions adding about SEK 500 million in annual sales; operating cash flow was robust with 41% operating leverage.
Oct 21, 2025, 6:25 AM
FactSet: Germany signs Tranche 5 Eurofighter contract for 20 jets
·$FDS
New Projects/Investments
  • 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
Oct 15, 2025, 4:05 PM
Bouygues Telecom, Free-iliad and Orange submit joint €17B offer for Altice France assets
·$FDS
M&A
  • Bouygues Telecom, Free-iliad Group and Orange have jointly submitted a non-binding offer valued at approximately €17 billion to acquire most of Altice’s French telecom assets.
  • The offer implies an indicative enterprise value for Altice France of over €21 billion, with 43% allocated to Bouygues, 30% to Free-iliad and 27% to Orange.
  • The deal targets SFR, France’s second-largest telecom operator, which serves over 19 million mobile subscribers and 6.1 million fiber customers as of June 2025.
  • A binding offer could arrive by end-Q1 2026, with the full process potentially spanning more than four years; it would be Europe’s second-largest telecom acquisition of 2025.
Oct 14, 2025, 8:00 PM
Rio Tinto reports Q3 2025 copper output up 10%
·$FDS
Guidance Update
CEO Change
New Projects/Investments
  • 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
Oct 13, 2025, 10:45 PM
Rheinmetall and PGZ plan joint venture for Polish military support vehicles
·$FDS
New Projects/Investments
  • Rheinmetall and Polska Grupa Zbrojeniowa (PGZ) signed a memorandum of understanding to form a joint venture producing armored recovery, engineering and vehicle-launched bridge systems for the Polish armed forces.
  • The venture will establish a European Support Vehicles Centre to enhance Poland’s heavy-vehicle manufacturing capabilities and strengthen European defense industrial cooperation amid threats from the East.
  • The collaboration supports PGZ’s global brand development, diversifies its international partnerships, and offers business opportunities to local firms like Wojskowe Zakłady Motoryzacyjne and H. Cegielski, with potential to expand product offerings for external markets.
Oct 13, 2025, 2:37 PM
Treasury Wine Estates withdraws FY26 guidance, pauses buyback amid market uncertainty
·$FDS
Guidance Update
Share Buyback
Demand Weakening
  • 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$1 billion in liquidity
Oct 12, 2025, 10:01 PM
Lloyds Banking Group fully acquires Schroders Personal Wealth
·$FDS
M&A
  • 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.
Oct 9, 2025, 10:04 AM
Fast Retailing posts record operating profit for FY2025
·$FDS
Earnings
Guidance Update
Dividends
  • 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.
Oct 9, 2025, 7:37 AM