Company Reports

FactSet reported a solid finish to fiscal 2026, with organic revenue growth of 7.1% in the fourth quarter, up slightly from 7.0% in the third quarter. Management initiated fiscal 2027 guidance. Shares initially dropped modestly in premarket trading but later rebounded.

FactSet has built an attractive subscription-based business providing data and analytics to the financial-services industry. FactSet is best known for its research solutions, which include its core desktop offering geared toward buy-side asset managers and sell-side investment bankers. Institutional buy-side, which includes asset managers, asset owners, and hedge funds, is FactSet’s largest client group at about half of the firm’s revenue.

FactSet reported fiscal third-quarter organic revenue growth of 7.0%, a slight acceleration from 6.8% in the second quarter. With one quarter left in fiscal 2026, FactSet reaffirmed its full-year outlook. Shares rose 7% in intraday trading.

FactSet has built an attractive subscription-based business providing data and analytics to the financial-services industry. FactSet is best known for its research solutions, which include its core desktop offering geared toward buy-side asset managers and sell-side investment bankers. Institutional buy-side, which includes asset managers, asset owners, and hedge funds, is FactSet’s largest client group at about half of the firm’s revenue.

FactSet reported fiscal second-quarter organic revenue growth of 6.8%, an acceleration from 6.0% in the first quarter and above consensus expectations. In addition, FactSet raised its revenue and annual subscription value, or ASV, sales outlook. Shares rose 6% in March 31 intraday trading.

Amid the possibility of generative AI disrupting many industries, we reviewed the moat ratings for an array of capital markets information services stocks, including Broadridge, Clearwater Analytics, FactSet, Fair Isaac, Moody’s, MSCI, S&P Global, SS&C Technologies, and Verisk.

FactSet has built an attractive subscription-based business providing data and analytics to the financial-services industry. FactSet is best known for its research solutions, which include its core desktop offering geared toward buy-side asset managers and sell-side investment bankers. Institutional buy-side, which includes asset managers, asset owners, and hedge funds, is FactSet’s largest client group at about half of the firm’s revenue.

After reviewing FactSet’s economic moat rating, we are downgrading our rating to none from narrow.

FactSet has built an attractive subscription-based business providing data and analytics to the financial-services industry. FactSet is best known for its research solutions, which include its core desktop offering geared toward buy-side asset managers and sell-side investment bankers. Institutional buy-side, which includes asset managers, asset owners, and hedge funds, is FactSet’s largest client group at about half of the firm’s revenue.

In intraday trading on Feb. 3, a broad group of information-services companies, such as rating agencies, data providers, index providers, credit bureaus, and others, are seeing share price declines of 5% or more.

FactSet has built an attractive subscription-based business providing data and analytics to the financial-services industry. FactSet is best known for its research solutions, which include its core desktop offering geared toward buy-side asset managers and sell-side investment bankers. Institutional buy-side, which includes asset managers, asset owners, and hedge funds, is FactSet’s largest client group at about half of the firm’s revenue.

FactSet reported fiscal first-quarter 2026 results, posting solid 6.0% organic revenue growth (a 160-basis-point sequential acceleration) and maintaining its full-year 2026 outlook. Shares fell as much as 9% intraday despite the firm beating consensus estimates.

On Nov. 17, 2025, CalPers, which, with $589 billion in assets, is the largest US public defined benefit pension fund, approved a switch from a strategic asset allocation strategy to a total portfolio approach.

On Nov. 13, 2025, S&P Global's investor day had updated financial targets to include medium-term (three- to five-year annual average) firmwide organic revenue growth of 7%-9%, including 6%-8% at Market Intelligence. Shares rose 1.5%, edging out a a1.7% decline in the Morningstar US Market Index.

FactSet has built an attractive subscription-based business providing data and analytics to the financial-services industry. FactSet is best known for its research solutions, which include its core desktop offering geared toward buy-side asset managers and sell-side investment bankers. Institutional buy-side, which includes asset managers, asset owners, and hedge funds, is FactSet’s largest client group at about half of the firm’s revenue.

FactSet reported fourth-quarter organic revenue growth of 4.5%, adjusted operating margins of 33.8%, and adjusted EPS of $4.05. FactSet’s initial fiscal 2026 adjusted EPS and margins came in below market expectations.

FactSet has built an attractive subscription-based business providing data and analytics to the financial-services industry. FactSet is best known for its research solutions, which include its core desktop offering geared toward buy-side asset managers and sell-side investment bankers. Research is the largest component of the firm’s annual subscription value but is FactSet’s slowest-growing segment due to its maturity and pressures on asset managers. In addition, as acquisition deal volume has decreased, this has pressured the investment banking side of FactSet’s research business.

FactSet reported fiscal third-quarter organic revenue growth of 4.4% and, with one quarter left to report, reaffirmed its fiscal 2025 outlook.

FactSet has built an attractive subscription-based business providing data and analytics to the financial-services industry. FactSet is best known for its research solutions, which include its core desktop offering geared toward buy-side asset managers and sell-side investment bankers. Research is the largest component of the firm’s annual subscription value but is FactSet’s slowest-growing segment due to its maturity and pressures on asset managers. In addition, as acquisition deal volume has decreased, this has pressured the investment banking side of FactSet’s research business.

FactSet has built an attractive subscription-based business providing data and analytics to the financial-services industry. FactSet is best known for its research solutions, which include its core desktop offering geared toward buy-side asset managers and sell-side investment bankers. Research is the largest component of the firm’s annual subscription value but is FactSet’s slowest-growing segment due to its maturity and pressures on asset managers. In addition, as acquisition deal volume has decreased, this has pressured the investment banking side of FactSet’s research business.