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Overview of FactSet Resh Sys Inc (FDS)
FactSet Resh Sys Inc is a global provider of comprehensive financial data, portfolio analytics, and enterprise solutions that empowers investment management and banking professionals worldwide. By harnessing state-of-the-art technology and advanced data integration, FactSet delivers a digital platform that aggregates financial information from a diverse range of sources including third-party data suppliers, news outlets, exchanges, brokerages, and in-house research experts.
Core Business and Solutions
At its core, FactSet offers a subscription-based model designed to provide immediate access to high-quality financial data and sophisticated analytic applications. The company’s solutions are tailored to optimize investment research and support complex decision-making processes. Key services include:
- Data Aggregation: Consolidating vast arrays of financial data, market news, and real-time pricing to offer a single source of truth for financial professionals.
- Portfolio Analytics: Equipped with tools that enable detailed risk management, performance measurement, and compliance reporting, the platform is essential for monitoring and optimizing investment portfolios.
- AI-Enhanced Research Tools: Innovative products such as Transcript Assistant and Pitch Creator integrate artificial intelligence with traditional financial metrics to streamline research and analysis workflows.
Technological Innovation and Client Focus
FactSet’s commitment to technology is demonstrated by its ongoing refinement of software tools and integration of advanced artificial intelligence capabilities. The company has pioneered interactive GenAI solutions that allow users to query and analyze earnings call transcripts, effectively turning unstructured data into actionable insights. Such tools are designed to reduce manual processes, speed up analysis, and significantly improve the efficiency of financial research.
Market Position and Competitive Landscape
Positioned within a competitive segment of the financial technology industry, FactSet competes with other major financial data providers by continuously delivering innovative solutions and by maintaining an unwavering dedication to client service. Its ability to integrate cutting-edge technology with personalized support sets it apart, ensuring that financial advisors, portfolio managers, and other institutional investors receive solutions that are both robust and reliable.
Operational Excellence and Industry Expertise
The company’s model leverages both advanced data integration and comprehensive client support to create a unique value proposition. FactSet not only supplies critical financial data but also enhances decision-making through tailored analytics and interactive, AI-driven platforms. This dual focus on technological excellence and client service has cemented its reputation among industry professionals and has enabled it to adapt swiftly to evolving market demands.
Client Service and Customization
Understanding that the needs of financial professionals vary greatly, FactSet emphasizes personalized support and continuous engagement. A dedicated team of industry experts works directly with clients to ensure that the platform is customized to meet specific research needs and workflow requirements. This high-touch service model is bolstered by 24-hour consultant support and a commitment to seamless client integration.
Integration of Acquisitions and Expanded Capabilities
FactSet’s strategic acquisitions over the years have broadened its portfolio and enabled access to specialized financial services. With integrations spanning trade execution software and risk management systems, the company has expanded its utility and demonstrated a capacity to evolve within multiple facets of the financial industry.
Summary
Through its comprehensive digital platform, FactSet Resh Sys Inc offers an unparalleled fusion of data aggregation, advanced analytics, and AI-powered research tools. Its commitment to technological innovation, exceptional client service, and operational efficiency continues to position the company as a cornerstone in the global financial services ecosystem. By continuously integrating state-of-the-art technologies and providing critical support to industry experts, FactSet remains a trusted partner for investors and financial professionals aiming to achieve more informed and strategic outcomes.
FactSet (NYSE:FDS) reported Q2 2025 financial results with GAAP revenues of $570.7 million, up 4.5% year-over-year, driven by wealth and institutional buy-side clients. Organic revenues grew 4.0% to $568.0 million.
Key metrics include:
- GAAP operating margin decreased to 32.5% (down 80 bps YoY)
- GAAP diluted EPS increased 3.0% to $3.76
- Organic ASV reached $2,276.2 million, up 4.1% YoY
- Free cash flow increased 23.3% to $150.2 million
The company updated its fiscal 2025 guidance, expecting organic ASV growth of $100-130 million (4.4-5.8%), GAAP revenues of $2,305-2,325 million, and adjusted diluted EPS of $16.80-17.40. Notable developments include the acquisition of LiquidityBook, enhancing trading solutions capabilities, and the launch of AI-powered Pitch Creator for streamlining pitchbook creation.
FactSet (NYSE: FDS) (NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, has appointed Kevin Toomey as Head of Investor Relations, effective immediately. Toomey replaces Yet He, who served as Interim Head of Investor Relations and will continue as FactSet's Treasurer and Head of Financial Planning and Analysis.
Toomey brings over 20 years of experience in investor relations, equity research, and financial markets. His most recent positions include Vice President of Investor Relations at Secureworks and Head of Investor Relations at Latch, Inc. Previously, he spent over a decade at Citigroup Inc. in senior roles in equity research and global TMT specialist sales.
The new Head of IR holds an MBA in Finance from Fordham University and a BA in Economics from the College of the Holy Cross.
FactSet (NYSE/NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, has announced a time change for its second quarter fiscal 2025 earnings conference call. The call will now take place at 9:00 a.m. Eastern Time on Thursday, March 20, 2025, two hours earlier than previously scheduled.
The earnings presentation slides will be available on FactSet's investor relations website at 8:30 a.m. Eastern Time, 30 minutes before the call begins. A replay of the webcast will be available after the call, with all other details including dial-in information and webcast link remaining unchanged.
FactSet (NYSE: FDS | NASDAQ: FDS) has acquired TableTop Data, Inc. ("LogoIntern"), a workflow automation tool specializing in logo management for pitch decks. The acquisition, completed on March 3, 2025, enhances FactSet's recently launched Pitch Creator solution by automating time-consuming manual tasks in investment banking workflows.
Founded in 2016 by former investment banking analyst Jack Archer, LogoIntern serves leading global investment banks, boutique advisors, middle market banks, and private equity firms. The platform streamlines the process of adding, organizing, and formatting logos in presentations, aiming to improve junior banker productivity.
The transaction is not expected to materially impact FactSet's fiscal 2025 results.
FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, has announced its upcoming second quarter fiscal 2025 earnings release and conference call schedule. The company will release its financial and operating results for the quarter ending February 28, 2025, on Thursday, March 20, 2025.
A conference call to discuss the results will be held at 11:00 a.m. Eastern Time on the same day, featuring a live Q&A session. Earnings presentation slides will be available on FactSet's investor relations website at 10:30 a.m. ET, 30 minutes before the call. A replay will be accessible on the company's investor relations website after 1:00 p.m. ET through March 20, 2026, with the call transcript available via FactSet CallStreet.
Octus, formerly Reorg, has appointed Megan A. Jones as General Counsel and member of the executive leadership team. Jones joins from FactSet (NYSE: FDS), where she served as deputy general counsel and corporate secretary, including an eight-month stint as interim chief legal officer. At Octus, she will lead the legal and compliance teams while overseeing legal and corporate governance matters.
Jones brings significant experience in financial services technology and market content, having previously served as General Counsel of BISAM Group (acquired by FactSet in March 2017). She is currently a board member of the Association of Corporate Counsel (ACC). Jones holds a Bachelor of Arts in political science from Bucknell University and a Juris Doctor Degree from New York Law School. She will be based in Octus' New York City office.
FactSet (NYSE: FDS | NASDAQ: FDS) has announced the acquisition of LiquidityBook for $246.5 million in cash. LiquidityBook provides cloud-native trading solutions and operates a proprietary FIX network connecting over 200 brokers across 80 global markets.
The acquisition builds on a previous partnership that integrated LiquidityBook's order management system (OMS) into FactSet Workstation. This merger aims to enhance FactSet's ability to serve integrated workflow needs by combining LiquidityBook's modern order management, pre-trade compliance, and investment book of record (IBOR) capabilities with FactSet's existing solutions.
LiquidityBook, founded in 2005 and headquartered in New York with approximately 70 employees, offers a modular platform for multi-asset class portfolio management. The transaction closed on February 7, 2025, funded through FactSet's existing revolving credit facility, and is expected to be modestly dilutive to FactSet's fiscal 2025 GAAP and adjusted diluted EPS.
FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, has announced that its Board of Directors has approved a regular quarterly cash dividend of $1.04 per share. The dividend will be paid on March 20, 2025, to shareholders of record at the close of business on February 28, 2025.
FactSet has launched Pitch Creator, a GenAI-powered solution designed to revolutionize pitchbook creation for investment banks. The tool aims to reduce hours of manual work into minutes by automating model analysis and presentation building tasks.
The solution integrates with FactSet Mercury, the company's AI chatbot, and features several key capabilities: Search Intelligence for research across StreetAccount news and SEC filings, Chart Creator for generating dynamic graphs, Slide Assistant for building branded slides, Tombstone Generator for creating deal slides, and Template Assistant with over 200 pre-built Excel templates.
The tool specifically targets junior bankers who typically work 80-100 hours weekly, aiming to improve their work-life balance and allow them to focus on strategic functions that drive revenue. The solution integrates with Microsoft Office and enables secure model refresh tasks through FactSet servers.
FactSet (NYSE:FDS) reported strong Q1 fiscal 2025 results with GAAP revenues increasing 4.9% to $568.7 million. The company's organic revenues grew 4.7% year over year to $567.7 million, driven by growth in wealth, asset owners and institutional asset managers.
Key financial metrics include: GAAP operating margin of 33.6% (down 120 bps YoY), adjusted operating margin of 37.6% (flat YoY), and GAAP diluted EPS of $3.89 (up 1.3% YoY). The company's Annual Subscription Value (ASV) reached $2,265.9 million, with organic ASV growing 4.5% YoY. Free cash flow decreased 56.4% to $60.5 million, primarily due to lower operating cash flow and increased capital expenditures.
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