Source-grounded facts extracted from FACTSET RESEARCH SYSTEMS INC's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
FACTSET RESEARCH SYSTEMS INC reported the three months ended February 28, 2026 results: revenue $611.0 million, EPS $3.59. Guidance raised.
“FactSet Reports Results for Second Quarter 2026 ◦ Q2 GAAP revenues of $611.0 million, up 7.1% from Q2 2025. ◦ Organic ASV was $2,449.1 million at February 28, 2026, up 6.7% year over year. ◦ Q2 GAAP operating margin of 30.3%, down approximately 220 bps year over year. ◦ Q2 adjusted operating margin of 35.0%, down 230 bps year over year. ◦ Q2 GAAP diluted EPS of $3.59, down 4.5% from the prior year, and Q2 adjusted diluted EPS of $4.46, up 4.2% year over year.”
Governance Changes
FACTSET RESEARCH SYSTEMS INC: Approved Third Amended and Restated Certificate of Incorporation to change stockholder vote required for amendment of written consent provision from supermajority to majority and remove non-operative language relating to board declassification (effective 2025-12-22).
“FactSet stockholders approved the Third Amended and Restated Certificate of Incorporation to: (i) change the stockholder vote required for the amendment of the provision for stockholder action by written consent from supermajority to majority; and (ii) remove non-operative language relating to the declassification of the Board.”
Governance Changes
FACTSET RESEARCH SYSTEMS INC: Amended and restated Bylaws to clarify procedural mechanics for majority voting in uncontested director elections and implement plurality voting for contested elections (effective 2025-09-16).
“On September 16, 2025, FactSet's Board amended and restated the Company's Amended and Restated By-Laws (the “Bylaws”) effective immediately. The Bylaws were updated to: • Clarify and enhance procedural mechanics in connection with the Company’s existing majority voting standard for the election of directors in uncontested elections, including that any incumbent director nominee who fails to receive the requisite majority vote at an uncontested election will continue to serve as a holdover director and shall submit his or her irrevocable offer of resignation from the Board within 90 days from the date of the election for consideration by the Nominating and Corporate Governance Committee, which will recommend to the Board the action to be taken with respect to such offer of resignation; and • Implement a plurality voting standard carve out for contested director elections.”
Sanoke Viswanathan was appointed as Chief Executive Officer at FACTSET RESEARCH SYSTEMS INC.
“On June 3, 2025, the Company announced that the Board has appointed Sanoke Viswanathan as its next CEO, effective on September 1, 2025 or such other mutually agreed date (the "Start Date").”
F. Philip Snow retired as Chief Executive Officer at FACTSET RESEARCH SYSTEMS INC.
“On June 3, 2025, FactSet Research Systems Inc. (the "Company") announced that F. Philip Snow, currently the Chief Executive Officer ("CEO") of the Company and a member of the board of directors of the Company (the "Board"), notified the Company on May 28, 2025 of his intention to retire as the Company’s CEO and as a member of the Board, effective upon the date his successor, Sanoke Viswanathan, starts employment with the Company as described below.”
Debt Financings
FACTSET RESEARCH SYSTEMS INC incurred revolving credit of $1,000,000,000 with PNC Bank, National Association at Term SOFR plus 0.875% to 1.625% maturing April 8, 2030.
“(b) a senior unsecured revolving credit facility in an aggregate principal amount of $1,000,000,000”
Debt Financings
FACTSET RESEARCH SYSTEMS INC incurred senior notes of $500,000,000 with PNC Bank, National Association at Term SOFR plus 0.875% to 1.625% maturing April 8, 2028.
“The Credit Agreement provides for (a) a senior unsecured term loan credit facility in an aggregate committed amount of $500,000,000”
Helen Shan was appointed as Chief Financial Officer at FACTSET RESEARCH SYSTEMS INC.
“On July 23, 2024, the Company also announced that Helen Shan, 56, the Company’s Executive Vice President and Chief Revenue Officer, was appointed to the position of Chief Financial Officer effective July 23, 2024.”
Linda S. Huber changed role as Chief Financial Officer at FACTSET RESEARCH SYSTEMS INC.
“On July 23, 2024, FactSet Research Systems Inc. (the “Company”) announced that Linda S. Huber had transitioned out of her position as the Company’s Executive Vice President, Chief Financial Officer, effective July 22, 2024.”
Earnings Releases
FACTSET RESEARCH SYSTEMS INC reported second quarter fiscal 2024 ended February 29, 2024 results: revenue $545.9 million, net income Net income $140,940 thousand, EPS $3.65. Guidance reaffirmed.
“uses the non-GAAP financial measures. --- EX-99.1 (EX-99.1) --- News Release I F or Immediate Release FactSet Reports Results for Second Quarter 2024 ◦ Q2 GAAP revenues of $545.9 million, up 6.0% from Q2 2023. ◦ Organic Q2 ASV plus professional services of $2,209.5 million, up 5.4% year over year. ◦ Q2 GAAP operating margin of 33.3%, up approximately 50 bps year”
Laurie Hylton was elected as Director at FACTSET RESEARCH SYSTEMS INC.
“On March 19, 2024, the Board of Directors of the Company elected Laurie Hylton as a director of the Company.”
Earnings Releases
FACTSET RESEARCH SYSTEMS INC updated its first fiscal 2024 quarter ended November 30, 2023 guidance (lowered).
“On December 19, 2023, FactSet Research Systems Inc. ("FactSet" or the "Company") issued a press release announcing its results for the three months ended November 30, 2023.”
Shareholder Votes
FACTSET RESEARCH SYSTEMS INC shareholders approved Recommend the frequency of executive compensation voting at the 2023-12-14 meeting.
“Proposal 4 : To recommend, by non-binding vote, the frequency of executive compensation voting. 1 Year 31,260,677 2 Years 92,259 3 Years 252,482 Abstained 26,553 Broker Non-Votes 2,324,028”
Shareholder Votes
FACTSET RESEARCH SYSTEMS INC shareholders approved Approve, on a non-binding advisory basis, the fiscal 2023 compensation of the Company's named executive officers at the 2023-12-14 meeting.
“Proposal 3 : To approve, on a non-binding advisory basis, the fiscal 2023 compensation of the Company's named executive officers. For 30,507,348 Against 1,090,750 Abstain 33,873 Broker Non-Votes 2,324,028”
Shareholder Votes
FACTSET RESEARCH SYSTEMS INC shareholders approved Ratify the appointment of Ernst & Young LLP as FactSet's independent registered public accounting firm for fiscal year ending August 31, 2024 at the 2023-12-14 meeting.
“Proposal 2 : To ratify the appointment of the accounting firm of Ernst & Young LLP as FactSet's independent registered public accounting firm for the fiscal year ending August 31, 2024. For 33,791,543 Against 152,347 Abstain 12,109”
Shareholder Votes
FACTSET RESEARCH SYSTEMS INC shareholders approved Election of four members to FactSet's Board of Directors at the 2023-12-14 meeting.
“Proposal 1 : To elect four members to FactSet's Board of Directors. Nominee For Against Abstain Broker Non-Votes Robin A. Abrams 29,785,563 1,816,285 30,123 2,324,028 Malcolm Frank 30,941,741 661,426 28,804 2,324,028 Laurie Siegel 31,125,537 478,054 28,380 2,324,028 Elisha Wiesel 31,498,969 104,941 28,061 2,324,028”
Earnings Releases
FACTSET RESEARCH SYSTEMS INC reported fiscal 2024 results: EPS adjusted diluted EPS growth of 6.5% - 10%. Guidance initiated.
“FactSet is providing fiscal 2024 guidance, with expected ASV plus professional services growth of 6% - 8%, GAAP revenue growth of 6% - 7%, adjusted operating margin increase of 10 - 50 bps, and adjusted diluted EPS growth of 6.5% - 10%.”
Earnings Releases
FACTSET RESEARCH SYSTEMS INC reported Q4 FY 2023 (three and twelve months ended August 31, 2023) results: revenue $535.8 million, net income $65,080 thousand, EPS $1.68.
“GAAP revenues increased 7.3%, or $36.5 million, to $535.8 million for the fourth quarter of fiscal 2023 compared with $499.3 million for the same period in fiscal 2022.”
Earnings Releases
FACTSET RESEARCH SYSTEMS INC reported third quarter ended May 31, 2023 results: revenue $529.8 million, net income $134,663 thousand, EPS $3.46. Guidance reaffirmed.
“FactSet Reports Results for Third Quarter 2023 ◦ Q3 GAAP revenues of $529.8 million”
S. Elisha Wiesel was elected as Director at FACTSET RESEARCH SYSTEMS INC.
“On March 21, 2023, the Board of Directors of FactSet Research Systems Inc. (the "Company") elected S. Elisha Wiesel as a director of the Company.”
Earnings Releases
FACTSET RESEARCH SYSTEMS INC reported second quarter ended February 28, 2023 results: revenue $515.1 million, net income $ 131,593, EPS $3.38.
“FactSet Reports Results for Second Quarter 2023 ◦ Q2 GAAP revenues of $515.1 million, up 19.5% from Q2 2022 ◦ Organic Q2 ASV plus professional services of $1.9 billion, up 9.1% year over year ◦ Q2 GAAP operating margin of 32.9%, up 430 bps year over year, and adjusted operating margin of 37.0%, up 330 bps over the prior year ◦ Q2 GAAP diluted EPS of $3.38, up 19.0% from the prior year, and adjusted diluted EPS of $3.80, up 16.2% year over year ◦ FactSet is updating fiscal 2023 guidance, with expected ASV + professional services growth of 7% - 9%, adjusted operating margin of 34%-35% and adjusted diluted EPS growth of 8% - 11%.”
Governance Changes
FACTSET RESEARCH SYSTEMS INC: Amended and restated Bylaws to conform to the amended charter, add stockholder special meeting right, and make miscellaneous revisions (effective 2023-01-10).
“Upon the effectiveness of the Second Amended and Restated Certificate of Incorporation, and as previously unanimously approved by the Board, the Company's Bylaws (the "Bylaws") were also amended and restated.”
Governance Changes
FACTSET RESEARCH SYSTEMS INC: Filed Second Amended and Restated Certificate of Incorporation to declassify the Board, remove business combination restrictions, add forum selection provisions, remove creditor compromise provision, and clarify/streamline document (effective 2023-01-10).
“On January 10, 2023, we filed the Second Amended and Restated Certificate of Incorporation with the Secretary of State of the State of Delaware, and the Second Amended and Restated Certificate of Incorporation became effective.”
Earnings Releases
FACTSET RESEARCH SYSTEMS INC reported Three Months Ended November 30, 2022 results: revenue $ 504,815, net income $ 136,798, EPS $ 3.52. Guidance reaffirmed.
FACTSET RESEARCH SYSTEMS INC shareholders approved To approve an amendment and restatement of the Certificate of Incorporation to clarify, streamline and modernize the Certificate of Incorporation. at the 2022-12-15 meeting.
“Proposal 9 : To approve an amendment and restatement of the Certificate of Incorporation to clarify, streamline and modernize the Certificate of Incorporation. For 32,037,566 Against 16,579 Abstain 48,357 Broker Non-Votes 1,891,939 The proposal was approved.”
Shareholder Votes
FACTSET RESEARCH SYSTEMS INC shareholders approved To approve an amendment to the Certificate of Incorporation to remove a creditor compromise provision. at the 2022-12-15 meeting.
“Proposal 8 : To approve an amendment to the Certificate of Incorporation to remove a creditor compromise provision. For 32,034,697 Against 15,132 Abstain 52,673 Broker Non-Votes 1,891,939 The proposal was approved.”
Shareholder Votes
FACTSET RESEARCH SYSTEMS INC shareholders approved To approve an amendment to the Certificate of Incorporation to add a federal forum selection provision. at the 2022-12-15 meeting.
“Proposal 7 : To approve an amendment to the Certificate of Incorporation to add a federal forum selection provision. For 28,785,228 Against 3,268,774 Abstain 48,500 Broker Non-Votes 1,891,939 The proposal was approved.”
Shareholder Votes
FACTSET RESEARCH SYSTEMS INC shareholders approved To approve an amendment to the Certificate of Incorporation to add a Delaware forum selection provision. at the 2022-12-15 meeting.
“Proposal 6 : To approve an amendment to the Certificate of Incorporation to add a Delaware forum selection provision. For 28,796,432 Against 3,257,389 Abstain 48,681 Broker Non-Votes 1,891,939 The proposal was approved.”
Shareholder Votes
FACTSET RESEARCH SYSTEMS INC shareholders approved To approve an amendment to the Certificate of Incorporation to remove certain business combination restrictions. at the 2022-12-15 meeting.
“Proposal 5 : To approve an amendment to the Certificate of Incorporation to remove certain business combination restrictions. For 32,031,848 Against 22,180 Abstain 48,474 Broker Non-Votes 1,891,939 The proposal was approved.”
Shareholder Votes
FACTSET RESEARCH SYSTEMS INC shareholders approved To approve an amendment to the Certificate of Incorporation to declassify the Board of Directors, including procedures relating to Board composition. at the 2022-12-15 meeting.
“Proposal 4 : To approve an amendment to the Certificate of Incorporation to declassify the Board of Directors, including procedures relating to Board composition. For 31,696,142 Against 378,946 Abstain 27,414 Broker Non-Votes 1,891,939 The proposal was approved.”
Shareholder Votes
FACTSET RESEARCH SYSTEMS INC shareholders approved To approve, on a non-binding advisory basis, the fiscal 2022 compensation of the Company's named executive officers. at the 2022-12-15 meeting.
“Proposal 3 : To approve, on a non-binding advisory basis, the fiscal 2022 compensation of the Company's named executive officers. For 30,722,625 Against 1,251,144 Abstain 128,733 Broker Non-Votes 1,891,939 The fiscal 2022 compensation of FactSet's named executive officers was approved by a non-binding advisory vote.”
Shareholder Votes
FACTSET RESEARCH SYSTEMS INC shareholders approved To ratify the appointment of the accounting firm of Ernst & Young LLP as FactSet's independent registered public accounting firm for the fiscal year ending August 31, 2023. at the 2022-12-15 meeting.
“Proposal 2 : To ratify the appointment of the accounting firm of Ernst & Young LLP as FactSet's independent registered public accounting firm for the fiscal year ending August 31, 2023. For 33,831,678 Against 140,155 Abstain 22,608 The appointment of Ernst & Young LLP was ratified.”
Shareholder Votes
FACTSET RESEARCH SYSTEMS INC shareholders approved To elect three members to FactSet's Board of Directors. at the 2022-12-15 meeting.
“Proposal 1 : To elect three members to FactSet's Board of Directors. Nominee For Against Abstain Broker Non-Votes James J. McGonigle 30,345,041 1,715,756 41,705 1,891,939 F. Philip Snow 31,738,191 323,904 40,407 1,891,939 Maria Teresa Tejada 31,999,948 62,997 39,557 1,891,939 The three nominees were elected to FactSet's Board of Directors and will serve as directors until the Company's 2025 Annual Meeting of Stockholders or until their respective successors are elected and qualified.”
Joseph R. Zimmel resigned as director at FACTSET RESEARCH SYSTEMS INC.
“On July 27, 2022, the Board of Directors (the “Board”) of FactSet Research Systems Inc. (“FactSet” or the “Company”) received the resignations of Sheila B. Jordan and Joseph R. Zimmel as directors of the Company, each effective upon the conclusion of the Company’s 2022 fiscal year on August 31, 2022.”
Sheila B. Jordan resigned as director at FACTSET RESEARCH SYSTEMS INC.
“On July 27, 2022, the Board of Directors (the “Board”) of FactSet Research Systems Inc. (“FactSet” or the “Company”) received the resignations of Sheila B. Jordan and Joseph R. Zimmel as directors of the Company, each effective upon the conclusion of the Company’s 2022 fiscal year on August 31, 2022.”
Gene D. Fernandez departed as Chief Technology and Content Officer at FACTSET RESEARCH SYSTEMS INC.
“Mr. Fernandez will remain in his current position as FactSet’s Chief Technology and Content Officer until the earlier of August 31, 2022, or the appointment of his successor”
Maria Teresa Tejada was elected as Director at FACTSET RESEARCH SYSTEMS INC.
“On March 22, 2022, the Board of Directors (the “Board”) of FactSet Research Systems Inc. (“FactSet” or the “Company”) elected Maria Teresa Tejada as a director of the Company.”
Helen Shan changed role as Chief Revenue Officer at FACTSET RESEARCH SYSTEMS INC.
“Ms. Huber succeeds Helen Shan as CFO, with Ms. Shan continuing to serve as FactSet's Chief Revenue Officer.”
Linda S. Huber was appointed as Executive Vice President and Chief Financial Officer at FACTSET RESEARCH SYSTEMS INC.
“Effective October 4, 2021, FactSet Research Systems Inc. (the “Company” or “FactSet”) appointed Linda S. Huber as the Company’s Executive Vice President and Chief Financial Officer ("CFO").”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.