{"filings":[{"id":1369716,"accession_number":"0001628280-26-046338","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2026-07-01T11:02:03+00:00","items":["2.02","9.01"],"status":"ready","headline":"FactSet Q3 revenue $622.9M (+6.4% YoY); organic ASV growth 7.1%; adjusted EPS $4.53 (+6.1%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $3.50 vs $3.87; adjusted diluted EPS $4.53 vs $4.27, up 6.1%.","Organic ASV $2,485.6M, up 7.1% YoY; enterprise renewals extended 30% in length.","Appointed Joshua B. Warren as CFO (effective April 13, 2026); returned $243.4M to shareholders in Q3.","Increased quarterly dividend by $0.06 to $1.16 per share; 27th consecutive year of increases.","Reaffirmed fiscal 2026 outlook; AI adoption broadens with 90%+ of Top 50 clients using 4+ AI products."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90577,"accession_number":"0000950103-26-005447","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2026-04-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"FactSet CFO Helen Shan steps down; Joshua Warren appointed effective April 13","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Helen Shan transitions out as FactSet CFO effective April 13, 2026; eligible for severance under Executive Severance Plan.","Joshua Warren appointed CFO, effective April 13; previously CFO of Envestnet and Managing Director at BlackRock.","Warren's compensation: $500k base salary, 110% target bonus, and $1.5M new-hire equity grant (options, RSUs, cash).","Shan's departure is not due to any disagreement on accounting or financial disclosures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100230,"accession_number":"0001628280-26-022203","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FactSet Q2 revenues $611M (+7.1%), adj. EPS $4.46 (+4.2%), raises FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 GAAP rev $611.0M (+7.1% YoY); organic rev +6.8%; GAAP diluted EPS $3.59 (-4.5%), adjusted diluted EPS $4.46 (+4.2%).","Organic ASV $2,449.1M (+6.7% YoY); Americas +7.0%, Asia Pacific +10.0% organic ASV growth.","Fiscal 2026 guidance raised: organic ASV growth $130-$160M, GAAP rev $2,450-$2,470M, GAAP EPS $14.85-$15.35, adj. EPS $17.25-$17.75.","Repurchased 651,750 shares for $163M at avg $250.14 in Q2; $697.1M remaining authorization.","Quarterly dividend of $1.10 per share paid on March 19, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":7.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":1218640000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100229,"accession_number":"0001628280-26-014385","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2026-03-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"FactSet names Kate Stepp Chief AI Officer, Bob Stolte Chief Technology Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kate Stepp promoted from CTO to Chief AI Officer, effective March 2, 2026.","Bob Stolte appointed as CTO, effective March 2, 2026.","Both report to CEO Sanoke Viswanathan.","Stepp to lead AI services; Stolte to lead global technology organization.","Appointments aim to accelerate AI capabilities and platform modernization."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116569,"accession_number":"0001628280-25-058577","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2025-12-22T23:59:59+00:00","items":["5.02","5.03","5.07","9.01"],"status":"ready","headline":"FactSet shareholders approve 2025 omnibus plan, charter amendment, and board at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 10 director nominees elected with >93% of votes cast; auditor Ernst & Young ratified.","2025 Omnibus Incentive Plan approved with ~91% of votes cast for.","Third Amended and Restated Certificate of Incorporation approved, lowering written consent vote threshold from supermajority to majority.","Say-on-pay and 2025 Employee Stock Purchase Plan each passed with >95% support."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116568,"accession_number":"0001628280-25-057794","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FactSet Q1 FY2026 revenue $607.6M (+6.9%); ASV growth 5.9%; buyback authorization increased to $1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $607.6M (+6.9% YoY); organic revenue $600.0M (+6.0%).","GAAP diluted EPS $4.06 (+4.4%); adjusted diluted EPS $4.51 (+3.2%).","Organic ASV $2,389.6M (+5.9% YoY); Americas +6.4%, EMEA +3.7%, Asia Pacific +8.4%.","Board increased share repurchase authorization from $400M to $1B; Q1 repurchased 478,100 shares for $139.9M.","Reaffirms fiscal 2026 outlook; quarterly dividend $1.10/share paid Dec 18."],"consensus_eps_estimate":null,"consensus_eps_actual":4.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":607621000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133010,"accession_number":"0001013237-25-000084","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2025-09-18T23:59:59+00:00","items":["2.02","5.02","5.03","9.01"],"status":"ready","headline":"FactSet Q4 revenue $596.9M (+6.2% YoY), adjusted EPS $4.05; director McGonigle to resign Dec 1","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP revenue $596.9M (+6.2% YoY); organic revenue +4.5%. GAAP diluted EPS $4.03 (+73.7%).","Q4 adjusted diluted EPS $4.05 (+8.3%); adjusted operating margin 33.8% (down 200 bps YoY).","Fiscal 2025 GAAP revenue $2,321.7M (+5.4%); adjusted diluted EPS $16.98 (+3.2%).","FY2026 guidance: organic ASV growth 4%-6%, GAAP revenue $2.423B-$2.448B.","Director James J. McGonigle resigns effective Dec 1, 2025 (no disagreement); Board amended bylaws on majority voting."],"consensus_eps_estimate":null,"consensus_eps_actual":15.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":2321748000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149576,"accession_number":"0001013237-25-000064","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2025-06-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FactSet Q3 rev +5.9% to $585.5M, EPS $3.87 (-5.4%); CEO Phil Snow to retire, succeeded by Sanoke Viswanathan","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $3.87, down 5.4% YoY; adjusted EPS $4.27, down 2.3%.","Organic ASV $2,296.9M, up 4.5% YoY; Americas +5.0%, EMEA +2.1%, Asia Pacific +7.1%.","CEO Phil Snow retiring early Sept 2025; Sanoke Viswanathan (ex-JPMorgan) to succeed.","Quarterly dividend raised 6% to $1.10/share; new $400M repurchase authorization.","New credit agreement: $500M term loan + $1B revolver; FY2025 guidance reaffirmed."],"consensus_eps_estimate":4.1698,"consensus_eps_actual":11.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":1724847000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149575,"accession_number":"0001104659-25-055713","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"FactSet appoints Sanoke Viswanathan as CEO; Phil Snow retires after 10 years as CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Phil Snow to retire as CEO and director effective early Sept 2025; will serve as senior advisor through late 2025.","Sanoke Viswanathan, former JPMorgan CEO of International Consumer and Wealth, appointed as new CEO effective Sept 2025.","Viswanathan employment: $1M base salary, 200% target bonus, $22M FY2026 option award with 150% VWAP hurdle, plus make-whole awards.","Snow's 10-year CEO tenure: FactSet more than doubled revenue, delivered double-digit EPS growth and total shareholder return.","Succession planned; Snow's departure not due to any disagreement with company operations or policies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149574,"accession_number":"0001013237-25-000054","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2025-04-08T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"FactSet enters new $1.5B credit facilities, repays $500M under prior agreement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered $500M term loan (due 2028) and $1B revolving credit facility (due 2030).","Borrowed $500M under term facility primarily to repay existing 2022 credit agreement.","Interest rate margins range from 0.875%-1.625% for SOFR loans and 0%-0.625% for base rate loans.","Financial covenant requires leverage ratio no greater than 3.75x (4.25x for acquisitions).","PNC Bank serves as administrative agent; additional commitments up to $1B available."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168643,"accession_number":"0001013237-25-000042","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2025-03-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FactSet Q2 revenue $570.7M (+4.5% YoY); adjusted EPS $4.28 (+1.4%), guidance narrowed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $3.76, up 3.0% YoY; adjusted diluted EPS $4.28, up 1.4% YoY.","Organic ASV $2,276.2M at Feb 28, 2025, up 4.1% YoY ($90.7M); sequential increase of $19.6M.","GAAP operating margin 32.5% (down ~80bps); adjusted operating margin 37.3% (down 100bps) due to higher tech expenses.","Fiscal 2025 guidance: organic ASV growth $100M-$130M (4.4%-5.8%); GAAP revenue $2,305M-$2,325M; adjusted EPS $16.80-$17.40.","Free cash flow $150.2M, up 23.3% YoY; quarterly dividend $1.04/share paid March 20, 2025."],"consensus_eps_estimate":4.3374,"consensus_eps_actual":7.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":1139327000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168642,"accession_number":"0001013237-25-000036","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2025-02-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"FactSet acquires LiquidityBook for $246.5M cash, closed Feb 7","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Gross purchase price $246.5M in cash; acquisition closed February 7, 2025.","Funded by borrowings under FactSet's existing revolving credit facility.","Expected to be modestly dilutive to FactSet's fiscal 2025 GAAP and adjusted diluted EPS.","LiquidityBook provides cloud-native OMS/IBOR with FIX network to 200+ brokers and 1,600+ destinations.","FactSet plans to integrate LiquidityBook OMS into FactSet Workstation for seamless front-to-middle office workflow."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185758,"accession_number":"0001013237-24-000193","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2024-12-20T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"FactSet annual meeting: all director nominees elected, stockholder proposal fails","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Four directors elected: Siew Kai Choy, Laurie G. Hylton, Lee Shavel, Elisha Wiesel each received >32M votes for.","Ernst & Young LLP ratified as auditor for FY2025: 34.47M for, 0.34M against.","Non-binding advisory say-on-pay passed: 30.66M for, 1.75M against.","Stockholder proposal for 15% special meeting ownership threshold failed: 15.57M for, 16.83M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185757,"accession_number":"0001013237-24-000190","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2024-12-19T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"FactSet Q1 revenue up 4.9% to $568.7M, adj. EPS up 6.1% to $4.37; appoints Barak Eilam to board","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenues $568.7M (+4.9% YoY); organic revenue growth 4.7%. Organic ASV $2,258.8M (+4.5%).","GAAP operating margin 33.6% (down 120 bps), adjusted operating margin 37.6% (flat). GAAP diluted EPS $3.89 (+1.3%), adjusted diluted EPS $4.37 (+6.1%).","Free cash flow $60.5M, down 56.4% from $138.7M prior year, due to lower operating cash flow and higher capex.","Barak Eilam appointed to board, former CEO of NICE, effective Dec 17, 2024; also joins Compensation and Talent Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":3.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":568667000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185756,"accession_number":"0001013237-24-000178","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2024-11-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"FactSet reaffirms FY2025 guidance, unveils medium-term outlook through 2028 with margin expansion","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reaffirms FY2025 guidance: Organic ASV $90M-$140M, GAAP rev $2,285M-$2,305M, GAAP op margin 32.5%-33.5%, adjusted EPS $16.80-$17.40.","New medium-term outlook: Organic ASV growth mid-to-high single digits annually through FY2028; adjusted op margin 37%-38% by FY2028.","Adjusted diluted EPS growth high single digits to low double digits annually through FY2028.","Serves 95 of top 100 asset managers, ~75% of top 50 investment banks, 100K+ advisor desktops; TAM $40B+."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185755,"accession_number":"0001013237-24-000133","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2024-10-16T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"FactSet furnishes investor presentation; no material new data disclosed in provided excerpt","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Filed investor presentation dated October 16, 2024, but only the cover slide is included in the filing.","Presentation is intended for use with investors, analysts, and other stakeholders; available on FactSet's website.","No specific financial metrics, guidance updates, or strategic initiatives are provided in the exhibit text.","Filing under Item 7.01 is procedural and does not contain forward-looking statements that require updating."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202324,"accession_number":"0001013237-24-000119","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2024-09-19T23:59:59+00:00","items":["2.02","5.03","9.01"],"status":"ready","headline":"FactSet Q4 GAAP EPS $2.32 (+38%), adj EPS $3.74 (+24%); guides FY25; $300M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP revenue $562.2M (+4.9% YoY); GAAP diluted EPS $2.32 (+38.1%); adjusted diluted EPS $3.74 (+23.8%).","Organic ASV+professional services $2,272.8M, up 4.8% YoY. FY2025 guidance: organic ASV growth 4-6%, revenue $2,285-$2,305M, adj EPS $16.80-$17.40.","Board approved new $300M share repurchase authorization for FY2025; also reduced special meeting threshold from 50% to 25%.","Q4 adjusted operating margin 35.8% (+240 bps YoY); GAAP operating margin 22.7% (+110 bps).","Massachusetts sales tax dispute charge of $54M in Q4; total charge $64M; no additional material charges expected."],"consensus_eps_estimate":null,"consensus_eps_actual":13.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":2203056000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202323,"accession_number":"0001013237-24-000089","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2024-07-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"FactSet CFO Linda Huber departs; 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no specific material updates disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Investor presentation dated July 3, 2024 furnished under Regulation FD.","Presentation is summary information and should be read with other SEC filings.","Company disclaims duty to update any forward-looking statements in the presentation.","No earnings, guidance, or other specific financial metrics provided in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218428,"accession_number":"0001013237-24-000071","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2024-06-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FactSet Q3 EPS $4.09 (up 18.2%), rev $552.7M; guides FY24 ASV growth lower to $85-120M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenues $552.7M (+4.3% YoY); organic revenues $553.4M (+4.5%).","GAAP diluted EPS $4.09, up 18.2%; adjusted diluted EPS $4.37, up 15.3%.","Organic ASV+professional services growth guidance lowered to $85-$120M from $110-$150M.","Quarterly dividend raised 6% to $1.04 per share; $59.8M in share repurchases during Q3.","Invested $12.5M in Aidentified; operating margin expanded 340 bps to 39.4% adjusted."],"consensus_eps_estimate":null,"consensus_eps_actual":11.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":1640869000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218427,"accession_number":"0001013237-24-000051","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2024-04-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"FactSet furnishes standard investor presentation; no material updates identified","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Investor presentation dated April 3, 2024 furnished under Regulation FD; no new financial guidance or strategic changes disclosed.","Presentation is summary information and available on FactSet's website; content not incorporated by reference into SEC filings.","No specific forward-looking statements or material updates included in the filing text or the exhibit cover page provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238342,"accession_number":"0001013237-24-000036","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2024-03-21T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"FactSet Q2 FY2024 rev $545.9M (+6% YoY); adj EPS $4.22 (+11.1%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $545.9M (+6.0%); GAAP diluted EPS $3.65 (+8.0%); adj diluted EPS $4.22 (+11.1%).","GAAP operating margin 33.3% (+50 bps); adj operating margin 38.3% (+130 bps).","Organic ASV+pro services $2,209.5M (+5.4% YoY); expects FY2024 at lower end of guidance.","Restructuring charge ~$11M for personnel reductions; quarterly dividend $0.98/share.","Elected Laurie Hylton (former Eaton Vance CFO) to Board of Directors and Audit Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":7.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":1088161000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255838,"accession_number":"0001013237-23-000193","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2023-12-19T23:59:59+00:00","items":["2.02","5.07","7.01","9.01"],"status":"ready","headline":"FactSet Q1 revenue $542M (+7.4%); cuts FY ASV growth guidance to $110-150M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $542.2M, up 7.4% YoY; organic revenue +7.2%; GAAP diluted EPS $3.84 (+9.1% YoY).","Adjusted diluted EPS $4.12 (+3.3% YoY); adjusted operating margin 37.6% vs 38.3% a year ago.","Organic ASV+professional services $2,185M (+7.1% YoY); FY2024 ASV growth guidance lowered to $110-150M from $130-175M.","Launched FactSet Mercury AI workflow tool for junior bankers; published AI Blueprint.","Quarterly dividend of $0.98/share payable Dec 21; repurchased $59.9M of stock in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":3.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":542216000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273259,"accession_number":"0001013237-23-000094","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2023-09-21T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"FactSet Q4: rev $535.8M (+7.3%), GAAP EPS $1.68 (-37.5%) on tax charge; 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announced March 24, 2023.","Wiesel spent 25 years at Goldman Sachs, including 15 as a partner, and served as CIO and CRO of Securities Division.","Currently founding partner and CRO of ClearAlpha Technologies; chairs Entrio and Elie Wiesel Foundation.","Graduated from Yale with a B.S. in Computer Science."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311098,"accession_number":"0001013237-23-000034","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2023-03-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"FactSet Q2 fiscal 2023 revenue $515.1M (+19.5% YoY), adj. 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CGS), adj. op. margin 34%-35%, adj. diluted EPS growth 8%-11%.","Made $125M debt prepayment in Q2; total $500M term loan prepayments; share repurchases suspended until 2H FY2023; quarterly dividend $0.89/share."],"consensus_eps_estimate":null,"consensus_eps_actual":6.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":1019900000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311097,"accession_number":"0001013237-23-000009","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2023-01-10T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"FactSet amends charter to declassify board and adopt forum selection provisions","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board declassified; 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EPS $3.52 GAAP, $3.99 adj.; margins expand; reaffirms outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $504.8M, up 18.9% YoY; organic revenue up 8.3% to $459.9M.","GAAP operating margin 34.1% (up 517 bps); adjusted operating margin 38.3% (up 471 bps).","GAAP diluted EPS $3.52 (+26.2%); adjusted diluted EPS $3.99 (+22.8%).","Organic ASV+professional services $1.8B, up 8.8% YoY; increased $9.3M over the quarter.","Reaffirmed fiscal 2023 annual outlook; suspended share repurchases to prioritize debt repayment."],"consensus_eps_estimate":null,"consensus_eps_actual":3.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":504815000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347282,"accession_number":"0001013237-22-000145","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K/A","filed_at":"2022-09-23T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"FactSet Q4 rev $499.3M (+21.2%), EPS $2.69; organic ASV +9.3%; FY23 adj EPS guide $12.75-$13.15","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP revenue $499.3M (+21.2% YoY); organic revenue +9.8% to $452.5M.","Q4 GAAP diluted EPS $2.69 (+2.3%); adjusted diluted EPS $3.13 (+8.7%).","Organic ASV+professional services $1.837B at Aug 31, 2022, up 9.3% YoY; total ASV+professional services $2.0B.","FY2023 outlook: organic ASV+professional services growth 8.1%-9.7%; adj. diluted EPS $12.75-$13.15 (+8.1%-11.1%).","Quarterly dividend $0.89/share paid Sep 15, 2022; dividend increased 8.5% in April 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":10.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":1843892000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347285,"accession_number":"0001013237-22-000141","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2022-09-22T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"FactSet Q4 revenues up 21% to $499M, adjusted EPS $3.13; 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EPS growth 8.1%-11.1%.","Quarterly dividend $0.89/share; share repurchases suspended for debt repayment."],"consensus_eps_estimate":null,"consensus_eps_actual":10.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":1843892000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347284,"accession_number":"0001013237-22-000112","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2022-07-29T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"FactSet directors Sheila B. Jordan and Joseph R. 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Zimmel (board since 2007) resign.","Resignations effective upon conclusion of FactSet's 2022 fiscal year on August 31, 2022.","Company states resignations not due to any disagreement with FactSet, board, or management."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347281,"accession_number":"0001013237-22-000107","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K/A","filed_at":"2022-07-19T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"FactSet files 8-K/A to correct error on Slide 14 of investor presentation","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Amendment corrects an error on Slide 14 of the investor presentation filed July 18, 2022.","Corrected slide attached as Exhibit 99.1; no other changes to the presentation or original report.","No new business developments, updates, or financial information provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347283,"accession_number":"0001013237-22-000104","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2022-07-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"FactSet issues investor presentation, no material new financial details","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation dated July 18, 2022 furnished for use with investors and analysts.","No specific financial results, guidance changes, or material events disclosed.","Presentation is current as of the filing date; company disclaims update obligations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363721,"accession_number":"0001013237-22-000088","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2022-06-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FactSet Q3 revenue $488.8M (+22.3%); organic ASV +10.1%; adj. EPS $3.76 (+38.2%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP revenue $488.8M (+22.3% YoY); organic revenue +10.5%. CGS acquisition contributed.","Organic ASV plus professional services $1.8B, up 10.1% YoY; organic ASV added $31.9M in quarter.","GAAP operating margin 19.9% (down from 29.5%) due to $48.8M real estate impairment; adjusted operating margin improved to 36.6%.","Quarterly dividend increased 8.5% to $0.89/share; share repurchases suspended to prioritize debt repayment.","Fiscal 2022 guidance reaffirmed at upper end of ranges except tax rate at lower end."],"consensus_eps_estimate":null,"consensus_eps_actual":7.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":1344595000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363720,"accession_number":"0001013237-22-000083","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2022-05-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"FactSet presents at Barclays conference; no material new information disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["FactSet participating in Barclays Americas Select Franchise Conference on May 11, 2022; live webcast available.","Furnished investor presentation (Exhibit 99.1) with company overview; no new financial guidance or updates.","Presentation is summary information; references existing SEC filings and disclaims update obligations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363719,"accession_number":"0001013237-22-000076","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2022-04-27T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"FactSet CTO Gene Fernandez to depart; severance includes $950k cash, accelerated equity","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chief Technology and Content Officer Gene Fernandez to depart by Aug 31, 2022 or when successor named; employment ends Nov 30, 2022.","Receives ~$950k cash severance (base salary + target bonuses).","Accelerated vesting of next stock option tranche from 2018-2021 grants; pro-rata PSUs settle in 2023/2024 subject to goals.","Health insurance reimbursement ~$25.7k for 12 months; outplacement up to $25k.","Agreement includes customary release of claims; terms consistent with Executive Severance Plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363718,"accession_number":"0001013237-22-000062","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2022-04-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"FactSet announces Investor Day presentation on April 5, 2022; no material details disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["FactSet hosts Investor Day in NYC and via livestream on April 5, 2022.","Presentation furnished as Exhibit 99.1 and available on factset.com.","No specific financial targets or material updates provided in the filing.","Information is current as of April 5, 2022; company disclaims update obligation.","Presentation may be used with investors, analysts, lenders, clients, and others."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383494,"accession_number":"0001013237-22-000052","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2022-03-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"FactSet Q2 revenues $431.1M (+10% YoY); EPS $2.84 (+13.6%); completes $1.925B CGS acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $431.1M (+10.0% YoY); organic revenue +9.9%; diluted EPS $2.84 (+13.6%); adjusted diluted EPS $3.27 (+20.2%).","Completed CUSIP Global Services acquisition on March 1 for $1.925B, financed with $1.0B senior notes offering (2.90% due 2027 and 3.45% due 2032).","Operating margin 28.6% (adjusted 33.7%); EBITDA $146.8M (+11.1%); free cash flow $110.1M (down 15.5% due to taxes).","Organic ASV + professional services $1.744B, up 9.4% YoY; buy-side ASV growth 8.4%, sell-side 12.6%.","Expects $45M real estate impairment charges in Q3; $14M additional acquisition expenses; suspended share repurchases until H2 FY2023."],"consensus_eps_estimate":null,"consensus_eps_actual":5.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":855844000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383493,"accession_number":"0001013237-22-000045","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2022-03-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"FactSet appoints Maria Teresa Tejada to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Maria Teresa Tejada elected to FactSet's Board of Directors effective March 22, 2022.","Tejada also appointed to the Audit Committee.","Tejada has 30 years in financial services; currently a partner at Bain & Co.","Previous roles include chief risk officer at Wells Fargo and managing director at Goldman Sachs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383492,"accession_number":"0000950157-22-000210","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2022-03-01T23:59:59+00:00","items":["1.01","1.02","2.01","2.03","8.01","9.01"],"status":"ready","headline":"FactSet completes $1.925B acquisition of CUSIP Global Services from S&P Global","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired CUSIP Global Services for $1.925B in cash; financed with $1B in new senior notes and $1.25B drawn from new credit facilities.","Issued $500M of 2.90% senior notes due 2027 and $500M of 3.45% senior notes due 2032; entered into $1B term loan and $500M revolving credit facility.","Used proceeds to fund acquisition, repay prior revolving facility, and pay transaction fees; prior 2019 credit agreement terminated.","CGS will operate within FactSet's Content and Technology Solutions segment; updated FY 2022 guidance expected on March 24, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383491,"accession_number":"0000950157-22-000174","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2022-02-17T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"FactSet amends CUSIP Global Services acquisition agreement with S&P Global","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Amendment dated Feb 11, 2022 modifies liability assumption and retention provisions of the Dec 24, 2021 APA.","Deal remains $1.925B cash acquisition of S&P Global's CUSIP Global Services business.","Amendment clarifies which liabilities of the Business are assumed by FactSet or retained by S&P Global.","No change to purchase price or expected closing timeline disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383490,"accession_number":"0000950157-22-000173","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2022-02-17T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"FactSet issues $1B in senior notes: $500M 2.900% due 2027 and $500M 3.450% due 2032","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M 2.900% Senior Notes due 2027 and $500M 3.450% Senior Notes due 2032 issued.","Underwriting agreement dated Feb 15, 2022; closing expected March 1, 2022.","BofA Securities and PNC Capital Markets act as underwriter representatives.","Notes offered under an existing shelf registration statement filed Jan 4, 2022.","Proceeds not specified; use for general corporate purposes likely."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383489,"accession_number":"0000950157-22-000137","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2022-02-14T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"FactSet releases CUSIP Global Services financial data ahead of deal close; revenue $175.9M, EBITDA $108.9M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["CGS TTM revenue $175.9M, net income $83.3M, EBITDA $108.9M for twelve months ended Sep 30, 2021.","Anticipated ~$7M in additional annual shared technology/central support costs under FactSet ownership would reduce reported EBITDA.","FactSet Q1 FY2022 EBITDA $140.9M (vs $136.6M prior year); FY2021 EBITDA $538.5M (vs $511.1M FY2020)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383488,"accession_number":"0001013237-22-000015","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2022-01-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"FactSet announces proposed acquisition of CUSIP Global Services","summary_kind":"llm","event_type":"m_and_a","confidence":"low","bullets":["FactSet proposed to acquire CUSIP Global Services; investor presentation furnished as Exhibit 99.1.","Presentation dated January 5, 2022, intended for use with investors, analysts, and other stakeholders.","No financial terms of the proposed acquisition disclosed in the filing.","FactSet will make the presentation available on its website at factset.com."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401306,"accession_number":"0000950157-21-001283","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2021-12-27T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"FactSet to acquire CUSIP Global Services from S&P Global for $1.925B cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price of $1.925B in cash for S&P Global's CUSIP Global Services division.","Estimated tax benefit of ~$200M from step-up in tax basis over 15 years.","CGS generates ~$175M annual revenue with mid- to high-single-digit growth; accretive to FactSet's adjusted EPS and margins in year one.","Subject to regulatory approvals and closing of S&P Global / IHS Markit merger; expected to close in Q1 2022.","FactSet secured up to $2.5B in committed financing, including a $500M revolver."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401305,"accession_number":"0001013237-21-000182","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2021-12-21T23:59:59+00:00","items":["2.02","5.07","9.01"],"status":"ready","headline":"FactSet Q1 FY2022 revenue $424.7M (+9.4% YoY); adjusted EPS $3.25 (+12.8%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $2.79 (+6.5%); adjusted diluted EPS $3.25 (+12.8%); organic revenue growth 9.1%.","ASV+professional services $1.7B, up 9.2% YoY; organic ASV growth 8.9%.","GAAP operating margin 28.9% (down from 31.2%); adjusted operating margin 33.6% (down from 34.3%).","Acquired Cobalt Software (private capital portfolio monitoring) in Oct 2021; joined S&P 500 on Dec 20.","Paid quarterly dividend $0.82/share on Dec 16; repurchased $18.6M in shares during Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":2.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":424725000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401304,"accession_number":"0001013237-21-000176","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2021-11-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"FactSet furnishes investor presentation; no specific new financial data disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filed an investor presentation as Exhibit 99.1 dated November 18, 2021.","Presentation intended for use with investors, analysts, and other stakeholders.","No material changes to guidance or operations indicated in the filing text.","Presentation available on FactSet's website; summary financials not provided in filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401303,"accession_number":"0001013237-21-000130","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2021-10-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"FactSet appoints Linda S. Huber as EVP and CFO, effective Oct 4, 2021","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Linda S. Huber appointed EVP and CFO, replacing Helen Shan who remains Chief Revenue Officer.","Huber brings 30+ years finance experience; previously CFO of MSCI Inc. and Moody's Corporation.","Compensation: base salary $550,000, target bonus $550,000, annual equity grant of $2,250,000.","Equity grant vests over time: options 20% per year for 5 years, RSUs 1/3 each year for 3 years, PSUs on 3rd anniversary.","No family relationships, arrangements, or related party transactions in connection with appointment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401302,"accession_number":"0001013237-21-000124","cik":1013237,"company_name":"FACTSET RESEARCH SYSTEMS INC","ticker":"FDS","form_type":"8-K","filed_at":"2021-10-01T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"FactSet adopts proxy access bylaw allowing shareholder director nominations","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board adopted Proxy Access Provision effective Sept 27, 2021.","Allows stockholder(s) owning ≥3% of outstanding stock for ≥3 years to nominate up to 2 or 20% of board (greater).","Nominees must meet independence and eligibility requirements.","Group size limited to 20 stockholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":8587910078.288196,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-10-01T23:59:59+00:00|401302"}