---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-072750"
form_type: "8-K"
ticker: "FDS"
cik: "0001013237"
company_name: "FACTSET RESEARCH SYSTEMS INC"
filed_at: "2026-11-10T21:18:05+00:00"
generated_at: "2026-11-10T21:19:05.424474+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# FactSet reaffirms FY2027 guidance; targets ~6% organic revenue CAGR and 36%+ adjusted margin by FY2029

## Summary
- FY2027 reaffirmed: organic ASV growth 5.0%-6.5%, revenue $2.600B-$2.625B, adjusted operating margin 34.75%-35.25%, adjusted diluted EPS $19.25-$19.65.
- FY2027 GAAP outlook: operating margin 31.0%-32.0% and diluted EPS $17.00-$17.50.
- Medium-term FY2029 targets: organic revenue CAGR ~6%, adjusted operating margin at least 36%, adjusted diluted EPS CAGR ~10%, FCF conversion >90% of adjusted net income.
- CEO Sanoke Viswanathan cited a "generational opportunity" to become the "world's most trusted financial intelligence platform" via connected data, analytics and AI workflows.
- Investor Day presenters included Chief AI Officer Kate Stepp, CTO Bob Stolte, CRO Goran Skoko and CFO Josh Warren.

## SEC filing metadata
- accession: 0001628280-26-072750
- form_type: 8-K
- ticker: FDS
- cik: 0001013237
- company_name: FACTSET RESEARCH SYSTEMS INC
- filed_at: 2026-11-10T21:18:05+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1013237/000162828026072750/0001628280-26-072750-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1013237/000162828026072750/fds-20261110.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-072750
- JSON: https://secwatch.observer/filing/0001628280-26-072750.json
- Plain text: https://secwatch.observer/filing/0001628280-26-072750.txt

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