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%).
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.
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 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.
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%).
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%).
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 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%).
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%.
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.
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 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 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%.
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.