secwatch.observer — SEC 8-K summary
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Issuer:     FACTSET RESEARCH SYSTEMS INC (FDS)
CIK:        0001013237
Form:       8-K
Filed at:   2026-09-30T11:01:06+00:00
Accession:  0001628280-26-063888
Event type: earnings
Sentiment:  positive
Materiality: 0.60
Item codes: 2.02, 5.03, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

FactSet Q4 revenue up 6.3% to $634.7M; adjusted EPS $4.52 (+11.6%); FY27 adjusted EPS guidance $19.25-$19.65
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- Q4 GAAP diluted EPS $3.41 vs $4.03 a year ago (-15.4%) on restructuring charges, ASV-linked incentive costs and prior-year divestiture gain; adjusted diluted EPS rose 11.6% to $4.52.
- Organic ASV grew 7.0% YoY, up $168.2M to $2,568.2M; Q4 organic revenue $635.5M (+7.1%); annual ASV retention stayed above 95% and average renewal contract length rose ~30%.
- FY2026 revenue $2.48B (+6.7%), a 47th consecutive year of revenue growth; adjusted diluted EPS $18.01 (+6.1%), the 30th straight annual increase; AI solutions ASV added more than doubled YoY.
- FY2027 guidance: organic ASV growth 5.0%-6.5%, revenue $2,600-$2,625M, adjusted operating margin 34.75%-35.25%, adjusted diluted EPS $19.25-$19.65.
- Q4 buybacks of 552,064 shares for $138.0M at an average $249.90, with $356.0M remaining authorized; FY26 shareholder returns $808M, including a 27th consecutive year of dividend increases.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1013237/000162828026063888/0001628280-26-063888-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1013237/000162828026063888/fds-20260924.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-063888

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer