FactSet Research Systems Inc. is a financial intelligence firm providing a comprehensive suite of integrated data and analytical software. The company serves ...
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$4.46 per share
Est. EPS $4.94 · Revenue $642.86M · 10 analysts
Est. EPS $4.90 · Revenue $647.08M · 6 analysts
Est. EPS $4.93 · Revenue $659.20M · 4 analysts
$4.46 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.3B | +5.4% | +1.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $597.0M | +11.2% | -4.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +52.7% | -2.5% | -3.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +32.2% | +1.2% | -11.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +25.7% | +5.5% | -6.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $617.5M | +0.5% | +36.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +26.6% | -4.7% | +34.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 71.3% | -13.4% | +5.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.40x | +11.7% | -51.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $4.3B | +6.1% | -0.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 15.55 vs 17.08 | -9.0% | 3.51 vs 4.45 | -21.1% |
| Revenue Surprise | $2.3B vs $2.3B | +0.2% | $622.9M vs $617.9M | +0.8% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | Hirji Dinaz | officer | — | — | 0 | — |
| May 1, 2026 | Warren Joshua | officer: EVP, Chief Financial Officer | Employee Stock Option (right to buy) | A | 8,567 | $227.58 |
| May 1, 2026 | Warren Joshua | officer: EVP, Chief Financial Officer | Common Stock | A | 2,272 | — |
| Apr 13, 2026 | Warren Joshua | officer | — | — | 0 | — |
| Feb 3, 2026 | Moskoff Gregory T | officer: MD,Controller and CAO | Common Stock | D | 3 | $222.62 |
Operator: Welcome to the FactSet Third Quarter Earnings Call. At this time, participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press *11 on your telephone. You will then hear an automated message advising your hand is raised, To withdraw your question, please press *11 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Kevin Toomey, Head of Investor Relations. Please go ahead. Kevin Toomey: Thank you, and good morning, everyone. Welcome to FactSet's Third Quarter Fiscal 2026 Earnings Call. Before we begin, the slides we reference during this presentation can be found through the webcast on the Investor Relations section of our website at factset.com. After our prepared remarks, we will open the call to questions. The call is scheduled to last for 1 hour. To be fair to everyone, please limit yourself to one question. Joining me today are Sanoke Viswanathan, Chief Executive Officer, and Josh Warren, Chief Financial Officer. I will now turn the discussion over to Sanoke. Sanoke Viswanathan: Thank you, Kevin. Good morning, everybody, and thank you for joining the call. Q3 performance was strong with our fifth consecutive quarter of acceleration in organic ASV growth. We grew ASV by 7.1% to $2.48 billion across all regions and client types. Adjusted operating margin was 34%, reflecting the investments that we've made this year. Adjusted diluted EPS was $4.53, up 6.1% year-over-year. Our client engagement and growth trends this quarter show that our 4 foundational strengths of connected data, embedded workflows, service excellence and broad and deep distribution are becoming even more valuable as our clients deploy AI widely. Five example client wins from this quarter demonstrate the breadth and depth of our solutions. We won a mandate to deliver turnkey performance, risk and reporting managed services to one of the largest global sovereign wealth funds. We expanded our engagement with a large global OCIO to provide comprehensive reporting and digital capabilities wrapped with managed services. We signed a 5-year enterprise contract renewal at a major global bank with scope increased to include more data consumption with Deep Sector content playing a key role. LPL Financial, the largest independent broker-dealer in the U.S. supporting over 32,000 financial advisers, selected our real-time data platform to support their cloud-native trading application and intraday portfolio P&L workflows. We displaced a long-standing incumbent to expand our presence at a large global investment manager across their front and middle office. Each of these 5 wins represents an existing client expanding their relationship with FactSet. Last quarter, I shared the 3 priorities guiding a transformation in how we do business: commercial excellence, productivity …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Sanoke Viswanathan | Chief Executive Officer & Director | USD 1,584,386 | Male | 1975 | Active |
Goran Skoko | Executive Vice President, Chief Revenue Officer and MD of EMEA & Asia Pacific | USD 1,435,306 | Male | 1961 | Active |
Katherine Stepp | Chief AI Officer | USD 1,239,384 | Female | 1986 | Active |
Joshua Warren | Chief Financial Officer | USD 1,118,427 | Male | 1980 | Active |
Christopher McLoughlin | Executive Vice President, Chief Legal Officer & Corporate Secretary | USD 1,084,500 | Male | — | Active |
Catrina Harding | Executive Vice President & Chief People Officer | USD 1,066,813 | Female | 1973 | Active |
Dinaz Hirji | Chief People & Workforce Transformation Officer | — | Female | — | Active |
Christopher Ellis | Executive Vice President and Head of Strategic Initiatives & Partnership | — | Male | 1973 | Active |
Gregory T. Moskoff | MD, Controller & Chief Accounting Officer | — | Male | 1971 | Active |
Kevin J. Toomey Jr. | Head of Investor Relations | — | Male | — | Active |
Robert Stolte | Chief Technology Officer | — | Male | — | Active |
On August 13, 2026, FactSet Research Systems Inc (FDS) shares rose 3.3% to a current price of $287.18. This increase comes amidst a 52-week range that has seen
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