FDS FACTSET RESEARCH SYSTEMS INC

CIK 0001013237 50 ready 8-Ks latest July 1, 2026, 7:02 AM ET RSS · JSON

Activity: NORMAL 1 filings / 30d vs 1 baseline

Ready 8-Ks 50

Latest filing July 1, 2026, 7:02 AM ET

Top materiality 0.85

Event mix earnings ×20 · leadership ×9 · other ×8

Sentiment 18 pos · 0 neg · 32 neu

Latest earnings reported 2026-Q2

Executive change recent →

Recent 8-K filings for FDS

Highest-materiality recent filing

FactSet completes $1.925B acquisition of CUSIP Global Services from S&P Global

March 1, 2022, 6:59 PM ET M&A materiality 0.85 positive item 1.01 item 1.02 item 2.01 item 2.03 item 8.01 item 9.01

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.

Read filing →

July 1, 2026, 7:02 AM ET earnings materiality 0.75 positive item 2.02 item 9.01

FactSet Q3 revenue $622.9M (+6.4% YoY); organic ASV growth 7.1%; adjusted EPS $4.53 (+6.1%)

GAAP diluted EPS $3.50 vs $3.87; adjusted diluted EPS $4.53 vs $4.27, up 6.1%.
April 8, 2026, 7:59 PM ET leadership materiality 0.60 neutral item 5.02 item 9.01

FactSet CFO Helen Shan steps down; Joshua Warren appointed effective April 13

Helen Shan transitions out as FactSet CFO effective April 13, 2026; eligible for severance under Executive Severance Plan.
March 31, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01 ◈ Earnings Releases

FactSet Q2 revenues $611M (+7.1%), adj. EPS $4.46 (+4.2%), raises FY2026 guidance

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%).
March 4, 2026, 6:59 PM ET leadership materiality 0.50 neutral item 5.02 item 9.01

FactSet names Kate Stepp Chief AI Officer, Bob Stolte Chief Technology Officer

Kate Stepp promoted from CTO to Chief AI Officer, effective March 2, 2026.
December 22, 2025, 6:59 PM ET other materiality 0.20 neutral item 5.02 item 5.03 item 5.07 item 9.01 ◈ Governance Changes

FactSet shareholders approve 2025 omnibus plan, charter amendment, and board at annual meeting

All 10 director nominees elected with >93% of votes cast; auditor Ernst & Young ratified.
December 18, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01

FactSet Q1 FY2026 revenue $607.6M (+6.9%); ASV growth 5.9%; buyback authorization increased to $1B

GAAP revenue $607.6M (+6.9% YoY); organic revenue $600.0M (+6.0%).
September 18, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 5.02 item 5.03 item 9.01 ◈ Governance Changes

FactSet Q4 revenue $596.9M (+6.2% YoY), adjusted EPS $4.05; director McGonigle to resign Dec 1

Q4 GAAP revenue $596.9M (+6.2% YoY); organic revenue +4.5%. GAAP diluted EPS $4.03 (+73.7%).
June 23, 2025, 7:59 PM ET earnings materiality 0.80 neutral item 2.02 item 9.01

FactSet Q3 rev +5.9% to $585.5M, EPS $3.87 (-5.4%); CEO Phil Snow to retire, succeeded by Sanoke Viswanathan

GAAP diluted EPS $3.87, down 5.4% YoY; adjusted EPS $4.27, down 2.3%.
June 3, 2025, 7:59 PM ET leadership materiality 0.70 neutral item 5.02 item 9.01 ◈ executive_change ×2

FactSet appoints Sanoke Viswanathan as CEO; Phil Snow retires after 10 years as CEO

Phil Snow to retire as CEO and director effective early Sept 2025; will serve as senior advisor through late 2025.
April 8, 2025, 7:59 PM ET debt materiality 0.55 neutral item 1.01 item 1.02 item 2.03 item 9.01 ◈ Debt Financings ×2

FactSet enters new $1.5B credit facilities, repays $500M under prior agreement

Entered $500M term loan (due 2028) and $1B revolving credit facility (due 2030).
March 20, 2025, 7:59 PM ET earnings materiality 0.55 neutral item 2.02 item 9.01

FactSet Q2 revenue $570.7M (+4.5% YoY); adjusted EPS $4.28 (+1.4%), guidance narrowed

GAAP diluted EPS $3.76, up 3.0% YoY; adjusted diluted EPS $4.28, up 1.4% YoY.
February 10, 2025, 6:59 PM ET M&A materiality 0.75 neutral item 7.01 item 9.01

FactSet acquires LiquidityBook for $246.5M cash, closed Feb 7

Gross purchase price $246.5M in cash; acquisition closed February 7, 2025.
December 20, 2024, 6:59 PM ET other material materiality 0.15 neutral item 5.07 item 9.01

FactSet annual meeting: all director nominees elected, stockholder proposal fails

Four directors elected: Siew Kai Choy, Laurie G. Hylton, Lee Shavel, Elisha Wiesel each received >32M votes for.
December 19, 2024, 6:59 PM ET earnings materiality 0.70 positive item 2.02 item 5.02 item 9.01

FactSet Q1 revenue up 4.9% to $568.7M, adj. EPS up 6.1% to $4.37; appoints Barak Eilam to board

GAAP revenues $568.7M (+4.9% YoY); organic revenue growth 4.7%. Organic ASV $2,258.8M (+4.5%).
November 14, 2024, 6:59 PM ET other material materiality 0.65 positive item 7.01 item 9.01

FactSet reaffirms FY2025 guidance, unveils medium-term outlook through 2028 with margin expansion

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.
October 16, 2024, 7:59 PM ET other materiality 0.15 neutral item 7.01 item 9.01

FactSet furnishes investor presentation; no material new data disclosed in provided excerpt

Filed investor presentation dated October 16, 2024, but only the cover slide is included in the filing.
September 19, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 5.03 item 9.01

FactSet Q4 GAAP EPS $2.32 (+38%), adj EPS $3.74 (+24%); guides FY25; $300M buyback

Q4 GAAP revenue $562.2M (+4.9% YoY); GAAP diluted EPS $2.32 (+38.1%); adjusted diluted EPS $3.74 (+23.8%).
July 23, 2024, 7:59 PM ET leadership materiality 0.55 neutral item 5.02 item 9.01 ◈ executive_change ×2

FactSet CFO Linda Huber departs; Helen Shan appointed CFO effective July 23, 2024

Linda Huber stepped down as EVP, CFO effective July 22, 2024; serves as finance advisor through Dec 31, 2024 at $300k salary plus $384k FY24 bonus.
July 3, 2024, 7:59 PM ET other materiality 0.10 neutral item 7.01 item 9.01

FactSet files new investor presentation; no specific material updates disclosed

Investor presentation dated July 3, 2024 furnished under Regulation FD.
June 21, 2024, 7:59 PM ET earnings materiality 0.75 neutral item 2.02 item 9.01

FactSet Q3 EPS $4.09 (up 18.2%), rev $552.7M; guides FY24 ASV growth lower to $85-120M

GAAP revenues $552.7M (+4.3% YoY); organic revenues $553.4M (+4.5%).
April 3, 2024, 7:59 PM ET other materiality 0.10 neutral item 7.01 item 9.01

FactSet furnishes standard investor presentation; no material updates identified

Investor presentation dated April 3, 2024 furnished under Regulation FD; no new financial guidance or strategic changes disclosed.
March 21, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 5.02 item 9.01 ◈ Earnings Releases◈ executive_change

FactSet Q2 FY2024 rev $545.9M (+6% YoY); adj EPS $4.22 (+11.1%)

GAAP revenue $545.9M (+6.0%); GAAP diluted EPS $3.65 (+8.0%); adj diluted EPS $4.22 (+11.1%).
December 19, 2023, 6:59 PM ET earnings materiality 0.70 neutral item 2.02 item 5.07 item 7.01 item 9.01 ◈ Shareholder Votes ×4◈ Earnings Releases

FactSet Q1 revenue $542M (+7.4%); cuts FY ASV growth guidance to $110-150M

GAAP revenue $542.2M, up 7.4% YoY; organic revenue +7.2%; GAAP diluted EPS $3.84 (+9.1% YoY).
September 21, 2023, 7:59 PM ET earnings materiality 0.75 neutral item 2.02 item 7.01 item 9.01 ◈ Earnings Releases ×2

FactSet Q4: rev $535.8M (+7.3%), GAAP EPS $1.68 (-37.5%) on tax charge; FY2024 guides rev +6-7%, adj EPS +6.5-10%

Q4 GAAP revenue $535.8M (+7.3% YoY); organic revenue growth 7.2%.
June 22, 2023, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

FactSet Q3 revenue up 8.4% to $529.8M; adjusted EPS up 0.8%; boosts margin guidance

GAAP diluted EPS $3.46 (+79.3% YoY); adjusted diluted EPS $3.79 (+0.8% YoY).
March 24, 2023, 7:59 PM ET leadership materiality 0.30 neutral item 5.02 item 9.01 ◈ executive_change

FactSet appoints former Goldman Sachs partner Elisha Wiesel to board of directors

Elected as director on March 21, 2023; announced March 24, 2023.
March 23, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

FactSet Q2 fiscal 2023 revenue $515.1M (+19.5% YoY), adj. EPS $3.80 (+16.2%)

GAAP revenue $515.1M (+19.5% YoY), organic revenue +8.9% to $469.5M; GAAP EPS $3.38 (+19.0%).
January 10, 2023, 6:59 PM ET other materiality 0.40 neutral item 5.03 item 9.01 ◈ Governance Changes ×2

FactSet amends charter to declassify board and adopt forum selection provisions

Board declassified; all directors now subject to annual election.
December 20, 2022, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 5.07 item 7.01 item 9.01 ◈ Shareholder Votes ×9◈ Earnings Releases

FactSet Q1 FY2023 revenue $505M (+19%); EPS $3.52 GAAP, $3.99 adj.; margins expand; reaffirms outlook

GAAP revenue $504.8M, up 18.9% YoY; organic revenue up 8.3% to $459.9M.
September 23, 2022, 7:59 PM ET earnings materiality 0.80 positive item 9.01

FactSet Q4 rev $499.3M (+21.2%), EPS $2.69; organic ASV +9.3%; FY23 adj EPS guide $12.75-$13.15

Q4 GAAP revenue $499.3M (+21.2% YoY); organic revenue +9.8% to $452.5M.
September 22, 2022, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

FactSet Q4 revenues up 21% to $499M, adjusted EPS $3.13; FY2023 guidance for growth

Q4 GAAP revenue $499.3M (+21.2% YoY); organic revenue growth 9.8%.
July 29, 2022, 7:59 PM ET leadership materiality 0.45 neutral item 5.02 ◈ executive_change ×2

FactSet directors Sheila B. Jordan and Joseph R. Zimmel resign effective Aug. 31, 2022

Sheila B. Jordan (board since 2016) and Joseph R. Zimmel (board since 2007) resign.
July 19, 2022, 7:59 PM ET other materiality 0.15 neutral item 9.01

FactSet files 8-K/A to correct error on Slide 14 of investor presentation

Amendment corrects an error on Slide 14 of the investor presentation filed July 18, 2022.
July 18, 2022, 7:59 PM ET other material materiality 0.10 neutral item 7.01 item 9.01

FactSet issues investor presentation, no material new financial details

Presentation dated July 18, 2022 furnished for use with investors and analysts.
June 23, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01

FactSet Q3 revenue $488.8M (+22.3%); organic ASV +10.1%; adj. EPS $3.76 (+38.2%)

GAAP revenue $488.8M (+22.3% YoY); organic revenue +10.5%. CGS acquisition contributed.
May 9, 2022, 7:59 PM ET other materiality 0.30 neutral item 7.01 item 9.01

FactSet presents at Barclays conference; no material new information disclosed

FactSet participating in Barclays Americas Select Franchise Conference on May 11, 2022; live webcast available.
April 27, 2022, 7:59 PM ET leadership materiality 0.40 neutral item 5.02 ◈ executive_change

FactSet CTO Gene Fernandez to depart; severance includes $950k cash, accelerated equity

Chief Technology and Content Officer Gene Fernandez to depart by Aug 31, 2022 or when successor named; employment ends Nov 30, 2022.
April 5, 2022, 7:59 PM ET other material materiality 0.20 neutral item 7.01 item 9.01

FactSet announces Investor Day presentation on April 5, 2022; no material details disclosed

FactSet hosts Investor Day in NYC and via livestream on April 5, 2022.
March 24, 2022, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

FactSet Q2 revenues $431.1M (+10% YoY); EPS $2.84 (+13.6%); completes $1.925B CGS acquisition

Revenue $431.1M (+10.0% YoY); organic revenue +9.9%; diluted EPS $2.84 (+13.6%); adjusted diluted EPS $3.27 (+20.2%).
March 23, 2022, 7:59 PM ET leadership materiality 0.20 neutral item 5.02 item 9.01 ◈ executive_change

FactSet appoints Maria Teresa Tejada to Board of Directors

Maria Teresa Tejada elected to FactSet's Board of Directors effective March 22, 2022.
March 1, 2022, 6:59 PM ET M&A materiality 0.85 positive item 1.01 item 1.02 item 2.01 item 2.03 item 8.01 item 9.01

FactSet completes $1.925B acquisition of CUSIP Global Services from S&P Global

Acquired CUSIP Global Services for $1.925B in cash; financed with $1B in new senior notes and $1.25B drawn from new credit facilities.
February 17, 2022, 6:59 PM ET debt materiality 0.60 neutral item 1.01 item 2.03 item 9.01

FactSet issues $1B in senior notes: $500M 2.900% due 2027 and $500M 3.450% due 2032

$500M 2.900% Senior Notes due 2027 and $500M 3.450% Senior Notes due 2032 issued.
February 17, 2022, 6:59 PM ET M&A materiality 0.50 neutral item 1.01

FactSet amends CUSIP Global Services acquisition agreement with S&P Global

Amendment dated Feb 11, 2022 modifies liability assumption and retention provisions of the Dec 24, 2021 APA.
February 14, 2022, 6:59 PM ET M&A materiality 0.70 neutral item 7.01

FactSet releases CUSIP Global Services financial data ahead of deal close; revenue $175.9M, EBITDA $108.9M

CGS TTM revenue $175.9M, net income $83.3M, EBITDA $108.9M for twelve months ended Sep 30, 2021.
January 5, 2022, 6:59 PM ET M&A materiality 0.60 neutral item 7.01 item 9.01

FactSet announces proposed acquisition of CUSIP Global Services

FactSet proposed to acquire CUSIP Global Services; investor presentation furnished as Exhibit 99.1.
December 27, 2021, 6:59 PM ET M&A materiality 0.85 positive item 1.01 item 7.01 item 9.01

FactSet to acquire CUSIP Global Services from S&P Global for $1.925B cash

Purchase price of $1.925B in cash for S&P Global's CUSIP Global Services division.
December 21, 2021, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 5.07 item 9.01

FactSet Q1 FY2022 revenue $424.7M (+9.4% YoY); adjusted EPS $3.25 (+12.8%)

GAAP diluted EPS $2.79 (+6.5%); adjusted diluted EPS $3.25 (+12.8%); organic revenue growth 9.1%.
November 19, 2021, 6:59 PM ET other material materiality 0.10 neutral item 7.01 item 9.01

FactSet furnishes investor presentation; no specific new financial data disclosed

Filed an investor presentation as Exhibit 99.1 dated November 18, 2021.
October 4, 2021, 7:59 PM ET leadership materiality 0.65 neutral item 5.02 ◈ executive_change ×2

FactSet appoints Linda S. Huber as EVP and CFO, effective Oct 4, 2021

Linda S. Huber appointed EVP and CFO, replacing Helen Shan who remains Chief Revenue Officer.
October 1, 2021, 7:59 PM ET other materiality 0.30 neutral item 5.03 item 9.01

FactSet adopts proxy access bylaw allowing shareholder director nominations

Board adopted Proxy Access Provision effective Sept 27, 2021.