Welcome to our dedicated page for Factset Resh Sys SEC filings (Ticker: FDS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to SEC filings for FactSet Research Systems Inc. (FDS), a global financial digital platform and enterprise solutions provider listed on the NYSE and NASDAQ and included in the S&P 500 index. Through these filings, investors can review the company’s official disclosures on financial performance, governance, compensation, and shareholder matters.
FactSet’s annual reports on Form 10-K and quarterly reports on Form 10-Q (not reproduced here but referenced in company communications) contain detailed discussions of revenues, operating margins, cash flows, risk factors, and business strategy. The company also uses these reports to present non-GAAP measures such as organic revenues, adjusted operating margin, adjusted net income, EBITDA, adjusted EBITDA, adjusted diluted EPS, and free cash flow, with reconciliations to GAAP metrics.
Current reports on Form 8-K document material events, including earnings releases, governance changes, and shareholder votes. Recent 8-K filings describe quarterly results, the approval of the 2025 Omnibus Incentive Plan and 2025 Employee Stock Purchase Plan, amendments to the certificate of incorporation, and updates to the company’s bylaws regarding director election standards. These filings also reference press releases furnished as exhibits that elaborate on FactSet’s financial and operational results.
FactSet’s definitive proxy statement on Schedule 14A outlines proposals presented at the annual meeting, such as director elections, auditor ratification, advisory votes on executive compensation, and equity plan approvals. It also provides extensive detail on executive and director compensation and governance practices.
On Stock Titan, SEC documents for FDS are updated as they are made available through EDGAR. AI-powered summaries can help explain complex sections, highlight key changes from prior periods, and surface items such as compensation plans, voting outcomes, and bylaw or charter amendments, giving investors a clearer view of how FactSet is managed and how its governance framework evolves over time.
FactSet Research Systems Inc. reported fiscal quarter ended February 28, 2026 revenue of $611.0 million, up from $570.7 million a year earlier, driven by growth across the Americas, EMEA and Asia Pacific segments. Net income was $133.1 million versus $144.9 million, with diluted EPS of $3.59 compared with $3.76.
For the first six months of fiscal 2026, revenue reached $1.22 billion, up from $1.14 billion, while net income was $285.6 million versus $294.9 million and diluted EPS was $7.65 versus $7.66. Operating income was essentially flat year over year. Cash flow from operations increased to $333.0 million, supporting $302.9 million of share repurchases and $82.4 million of dividend payments, leaving cash and cash equivalents at $268.3 million and long-term debt at $1.37 billion.
FactSet Research Systems Inc. reported solid second quarter fiscal 2026 results with mixed profitability trends and raised full-year guidance. GAAP revenues rose 7.1% to $611.0 million, while organic revenues grew 6.8% to $606.2 million, driven mainly by institutional buy-side and wealth management clients.
Annual Subscription Value reached $2,450.2 million at February 28, 2026, with organic ASV up 6.7% year over year and increasing $38.0 million in the last three months. GAAP operating margin declined to 30.3% and adjusted operating margin to 35.0%, reflecting higher compensation, technology costs and amortization.
GAAP diluted EPS fell 4.5% to $3.59, but adjusted diluted EPS increased 4.2% to $4.46. Free cash flow rose 23.6% to $185.7 million, and the company repurchased 651,750 shares for $163.0 million. FactSet raised fiscal 2026 guidance, now expecting GAAP revenues of $2,450–$2,470 million and adjusted diluted EPS of $17.25–$17.75.
FactSet Research Systems Inc: Amendment No. 15 to a Schedule 13G/A filed by The Vanguard Group reports that Vanguard beneficially owns 0 shares of common stock, representing 0%. The filing states an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries report holdings separately.
The filing is signed by Ashley Grim, Head of Global Fund Administration, on 03/26/2026.
FactSet Research Systems Inc. schedule amendment shows Baron Capital Group, Inc. and affiliated filers report beneficial ownership of 3,789,413 shares, equal to 10.21% of common stock.
The filing attributes shared voting power of 3,758,500 and shared dispositive power of 3,789,413, and states BAMCO and BCM are New York subsidiaries of BCG while Baron Partners Fund is a Delaware series. Signatures are dated 03/06/2026.
FactSet Research Systems Inc. announced leadership changes to sharpen its artificial intelligence and technology strategy. Kate Stepp, formerly Chief Technology Officer, has been appointed Chief AI Officer, effective March 2, 2026. She will lead AI services for clients and drive AI capabilities across products and solutions, reporting to CEO Sanoke Viswanathan.
Bob Stolte has been appointed Chief Technology Officer, also effective March 2, 2026, overseeing global technology, platform modernization, engineering execution, cybersecurity, business continuity, and enterprise technology strategy. FactSet emphasizes that these moves are intended to advance AI-driven innovation, strengthen its technology platform, and enhance value for clients across the global financial ecosystem.
Moskoff Gregory T reported multiple insider transaction types in a Form 4 filing for FDS. The filing lists transactions totaling 31 shares at a weighted average price of $292.68 per share. Following the reported transactions, holdings were 183 shares.
FactSet Research Systems Inc. has a significant shareholder group led by Baron Capital Group, Inc., BAMCO, Inc., Baron Capital Management, Inc., and Ronald Baron, which together report beneficial ownership of 2,888,845 shares of common stock, representing 7.79% of the class as of 12/31/2025.
The Baron entities report no sole voting or dispositive power, with shared voting power over 2,857,932 shares and shared dispositive power over 2,888,845 shares. The securities are described as held in the ordinary course of business, not for the purpose of changing or influencing control of FactSet.
Morgan Stanley has updated its ownership report for FactSet Research Systems Inc. common stock. As of the event date of 12/31/2025, Morgan Stanley reports beneficial ownership of 914,409 shares, representing 2.5% of the outstanding common stock, and notes it has ceased to be a beneficial owner of more than five percent of the class.
The filing shows Morgan Stanley has no sole voting or dispositive power, with 806,105 shares under shared voting power and 898,351 shares under shared dispositive power. The securities are stated as acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of FactSet.
The Vanguard Group reported beneficial ownership of 4,455,010 shares of FactSet Research Systems Inc. common stock, representing 11.9% of the outstanding class as of 12/31/2025. Vanguard reports no sole voting or dispositive power, with shared voting power over 374,041 shares and shared dispositive power over all 4,455,010 shares.
Vanguard explains that an internal realignment on January 12, 2026 means certain subsidiaries or business divisions are expected to report beneficial ownership separately in the future, while pursuing the same investment strategies as before. Vanguard’s clients have the rights to dividends and sale proceeds, and no single other person’s interest exceeds 5% of the class.
BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of 2,677,198 shares of FactSet Research Systems Inc. common stock, representing 7.2% of the outstanding class as of the reported date. BlackRock reports sole voting power over 2,545,111 shares and sole dispositive power over 2,677,198 shares, with no shared voting or dispositive power.
The filing explains that these holdings reflect positions held by certain BlackRock business units, and that various underlying clients have the right to receive dividends and sale proceeds, with no single client holding more than five percent of FactSet’s total common shares. BlackRock certifies that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of FactSet.