---
schema_version: "secwatch.filing_event.v1"
accession: "0000950157-26-000966"
form_type: "8-K"
ticker: "FDS"
cik: "0001013237"
company_name: "FACTSET RESEARCH SYSTEMS INC"
filed_at: "2026-08-31T20:30:18+00:00"
generated_at: "2026-08-31T20:32:50.418414+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# FactSet amends credit agreement: revolver upsized to $1.5B, maturities extended to 2029/2031

## Summary
- Revolving commitments increased by $500M to $1.5B; maturity extended to Aug 28, 2031.
- Term loan facility maturity extended to Aug 28, 2029; principal amortization removed.
- Removed 0.10% credit spread adjustment on Daily Simple SONIA and Term SOFR borrowings.
- Truist Bank exited credit facility; its Tranche A Term Loans bought at par by New Lender.

## SEC filing metadata
- accession: 0000950157-26-000966
- form_type: 8-K
- ticker: FDS
- cik: 0001013237
- company_name: FACTSET RESEARCH SYSTEMS INC
- filed_at: 2026-08-31T20:30:18+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1013237/000095015726000966/0000950157-26-000966-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1013237/000095015726000966/form8-k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950157-26-000966
- JSON: https://secwatch.observer/filing/0000950157-26-000966.json
- Plain text: https://secwatch.observer/filing/0000950157-26-000966.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.