secwatch.observer — SEC 8-K summary
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Issuer:     FACTSET RESEARCH SYSTEMS INC (FDS)
CIK:        0001013237
Form:       8-K
Filed at:   2026-11-10T21:18:05+00:00
Accession:  0001628280-26-072750
Event type: other_material
Sentiment:  neutral
Materiality: 0.50
Item codes: 7.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1013237/000162828026072750/0001628280-26-072750-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1013237/000162828026072750/fds-20261110.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-072750

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