FactSet Research Systems Key Executives
This section highlights FactSet Research Systems's key executives, including their titles and compensation details.
Find Contacts at FactSet Research Systems
(Showing 0 of )
FactSet Research Systems Earnings
This section highlights FactSet Research Systems's earnings, including key dates, EPS, earnings reports, and earnings call transcripts.
Next Earnings Date
Last Earnings Results
Earnings Call Transcripts
Transcript | Quarter | Year | Date | Estimated EPS | Actual EPS |
---|---|---|---|---|---|
Read Transcript | Q2 | 2025 | 2025-03-20 | $4.17 | $4.28 |
Read Transcript | Q1 | 2025 | 2024-12-19 | $4.25 | $4.37 |
Read Transcript | Q4 | 2024 | 2024-09-19 | $3.62 | $3.74 |
Read Transcript | Q3 | 2024 | 2024-06-21 | $3.90 | $4.37 |
Read Transcript | Q2 | 2024 | 2024-03-21 | $3.88 | $4.22 |
Read Transcript | Q1 | 2024 | 2023-12-19 | $4.11 | $4.12 |
Read Transcript | Q4 | 2023 | 2023-09-21 | $3.49 | $2.93 |
Read Transcript | Q3 | 2023 | 2023-06-22 | $3.61 | $3.79 |
Read Transcript | Q2 | 2023 | 2023-03-23 | $3.69 | $3.80 |
Read Transcript | Q1 | 2023 | 2022-12-20 | $3.61 | $3.99 |

FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.
$439.92
Stock Price
$16.73B
Market Cap
12.40K
Employees
Norwalk, CT
Location
Financial Statements
Access annual & quarterly financial statements for FactSet Research Systems, including income statements, balance sheets, and cash flow statements..
Annual Income Statement
Breakdown | August 31, 2024 | August 31, 2023 | August 31, 2022 | August 31, 2021 | August 31, 2020 |
---|---|---|---|---|---|
Revenue | $2.20B | $2.09B | $1.84B | $1.59B | $1.49B |
Cost of Revenue | $1.01B | $973.23M | $871.11M | $786.40M | $695.45M |
Gross Profit | $1.19B | $1.11B | $972.79M | $805.04M | $798.66M |
Gross Profit Ratio | 54.07% | 53.30% | 52.76% | 50.60% | 53.45% |
Research and Development Expenses | $- | $267.40M | $255.10M | $250.10M | $224.00M |
General and Administrative Expenses | $- | $- | $- | $- | $- |
Selling and Marketing Expenses | $- | $- | $- | $- | $- |
Selling General and Administrative Expenses | $485.13M | $456.13M | $433.03M | $331.00M | $359.00M |
Other Expenses | $4.68M | $8.26M | $-2.37M | $-30.00K | $-2.70M |
Operating Expenses | $489.81M | $456.13M | $433.03M | $331.00M | $359.00M |
Cost and Expenses | $1.50B | $1.43B | $1.30B | $1.12B | $1.05B |
Interest Income | $14.45M | $12.81M | $6.17M | $1.71M | $3.07M |
Interest Expense | $65.78M | $66.32M | $29.52M | $6.39M | $9.83M |
Depreciation and Amortization | $125.19M | $137.73M | $129.72M | $107.32M | $100.80M |
EBITDA | $831.16M | $801.66M | $610.36M | $581.08M | $540.38M |
EBITDA Ratio | 37.73% | 39.08% | 36.18% | 36.53% | 33.10% |
Operating Income | $701.30M | $630.21M | $475.48M | $474.04M | $439.66M |
Operating Income Ratio | 31.83% | 30.22% | 25.79% | 29.79% | 29.43% |
Total Other Income Expenses Net | $-49.80M | $-45.25M | $-31.89M | $-6.42M | $-12.53M |
Income Before Tax | $651.50M | $584.95M | $443.59M | $467.62M | $427.13M |
Income Before Tax Ratio | 29.57% | 28.05% | 24.06% | 29.38% | 28.59% |
Income Tax Expense | $114.38M | $116.82M | $46.68M | $68.03M | $54.20M |
Net Income | $537.13M | $468.17M | $396.92M | $399.59M | $372.94M |
Net Income Ratio | 24.38% | 22.45% | 21.53% | 25.11% | 24.96% |
EPS | $14.11 | $12.26 | $10.48 | $10.56 | $9.83 |
EPS Diluted | $13.91 | $12.04 | $10.25 | $10.36 | $9.65 |
Weighted Average Shares Outstanding | 38.06M | 38.19M | 37.86M | 37.86M | 37.94M |
Weighted Average Shares Outstanding Diluted | 38.62M | 38.90M | 38.74M | 38.57M | 38.65M |
SEC Filing | Source | Source | Source | Source | Source |
Breakdown | November 30, 2024 | August 31, 2024 | May 31, 2024 | February 29, 2024 | November 30, 2023 | August 31, 2023 | May 31, 2023 | February 28, 2023 | November 30, 2022 | August 31, 2022 | May 31, 2022 | February 28, 2022 | November 30, 2021 | August 31, 2021 | May 31, 2021 | February 28, 2021 | November 30, 2020 | August 31, 2020 | May 31, 2020 | February 29, 2020 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Revenue | $568.67M | $562.19M | $552.71M | $545.95M | $542.22M | $535.80M | $529.81M | $515.09M | $504.81M | $499.30M | $488.75M | $431.12M | $424.73M | $411.89M | $399.56M | $391.79M | $388.21M | $383.59M | $374.08M | $369.78M |
Cost of Revenue | $258.78M | $258.20M | $246.99M | $255.14M | $251.62M | $263.69M | $241.69M | $240.81M | $227.04M | $241.94M | $222.62M | $199.40M | $207.15M | $197.53M | $205.26M | $195.52M | $188.09M | $183.57M | $170.70M | $176.22M |
Gross Profit | $309.89M | $303.99M | $305.72M | $290.80M | $290.60M | $272.11M | $288.12M | $274.28M | $277.77M | $257.35M | $266.13M | $231.72M | $217.58M | $214.36M | $194.30M | $196.26M | $200.12M | $200.02M | $203.38M | $193.56M |
Gross Profit Ratio | 54.49% | 54.10% | 55.30% | 53.30% | 53.60% | 50.80% | 54.40% | 53.20% | 55.00% | 51.50% | 54.50% | 53.70% | 51.20% | 52.00% | 48.60% | 50.10% | 51.50% | 52.14% | 54.37% | 52.35% |
Research and Development Expenses | $- | $- | $- | $- | $- | $267.40M | $- | $- | $- | $255.10M | $- | $- | $- | $250.10M | $- | $- | $- | $224.00M | $- | $- |
General and Administrative Expenses | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $175.82M | $- | $87.31M |
Selling and Marketing Expenses | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $-74.38M | $- | $- |
Selling General and Administrative Expenses | $118.55M | $172.52M | $103.75M | $98.05M | $100.71M | $130.23M | $115.72M | $104.58M | $105.60M | $123.85M | $119.88M | $108.38M | $94.92M | $95.19M | $76.60M | $80.13M | $79.09M | $101.44M | $81.74M | $87.31M |
Other Expenses | $- | $3.61M | $399.00K | $54.00K | $-118.00K | $3.28M | $3.31M | $1.35M | $322.00K | $-1.49M | $77.00K | $281.00K | $-1.24M | $979.00K | $-1.59M | $347.00K | $230.00K | $-607.00K | $-289.00K | $-487.00K |
Operating Expenses | $118.55M | $176.13M | $103.75M | $98.05M | $100.71M | $130.23M | $115.72M | $104.58M | $105.60M | $123.85M | $119.88M | $108.38M | $94.92M | $95.19M | $76.60M | $80.13M | $79.09M | $101.44M | $81.74M | $87.31M |
Cost and Expenses | $377.33M | $434.33M | $350.74M | $353.19M | $352.33M | $393.92M | $357.41M | $345.39M | $332.64M | $365.79M | $342.50M | $307.77M | $302.06M | $292.72M | $281.86M | $275.65M | $267.18M | $285.01M | $252.44M | $263.52M |
Interest Income | $2.70M | $4.02M | $4.57M | $2.85M | $3.01M | $4.62M | $3.08M | $2.89M | $2.21M | $1.30M | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Interest Expense | $14.40M | $15.55M | $16.89M | $16.60M | $16.74M | $16.69M | $16.35M | $13.83M | $14.33M | $14.30M | $12.05M | $1.67M | $1.49M | $1.71M | $1.84M | $1.81M | $1.03M | $1.83M | $2.21M | $2.66M |
Depreciation and Amortization | $43.29M | $41.59M | $40.09M | $39.23M | $34.69M | $29.80M | $36.12M | $36.11M | $35.69M | $36.60M | $38.11M | $24.45M | $30.55M | $26.90M | $27.95M | $26.49M | $25.99M | $16.28M | $13.04M | $13.91M |
EBITDA | $237.43M | $174.34M | $247.58M | $225.52M | $228.72M | $157.89M | $218.20M | $213.54M | $212.98M | $169.51M | $141.18M | $147.81M | $151.86M | $146.93M | $143.72M | $142.59M | $147.85M | $114.86M | $134.68M | $120.16M |
EBITDA Ratio | 41.75% | 31.01% | 43.79% | 42.49% | 41.95% | 33.52% | 40.56% | 40.22% | 41.24% | 33.77% | 37.74% | 34.35% | 35.78% | 35.70% | 36.06% | 36.49% | 37.93% | 29.78% | 36.00% | 32.50% |
Operating Income | $191.34M | $127.86M | $201.97M | $192.75M | $189.04M | $117.10M | $171.96M | $169.25M | $171.90M | $132.22M | $146.33M | $123.35M | $122.66M | $119.18M | $117.70M | $116.13M | $121.03M | $98.58M | $121.64M | $106.26M |
Operating Income Ratio | 33.65% | 22.74% | 36.54% | 35.31% | 34.86% | 21.86% | 32.46% | 32.86% | 34.05% | 26.48% | 29.94% | 28.61% | 28.88% | 28.93% | 29.46% | 29.64% | 31.18% | 25.70% | 32.52% | 28.74% |
Total Other Income Expenses Net | $-11.60M | $-10.73M | $-11.93M | $-13.30M | $-13.84M | $-8.79M | $-9.96M | $-12.49M | $-14.01M | $-15.79M | $-11.97M | $-1.39M | $-2.73M | $-733.00K | $-3.43M | $-1.47M | $-799.00K | $-2.43M | $-2.50M | $-3.15M |
Income Before Tax | $179.74M | $117.13M | $190.53M | $168.65M | $175.20M | $108.31M | $162.00M | $156.76M | $157.88M | $116.43M | $85.28M | $121.96M | $119.93M | $118.44M | $114.28M | $114.67M | $120.23M | $96.14M | $119.14M | $103.11M |
Income Before Tax Ratio | 31.61% | 20.83% | 34.47% | 30.89% | 32.31% | 20.21% | 30.58% | 30.43% | 31.28% | 23.32% | 17.45% | 28.29% | 28.24% | 28.76% | 28.60% | 29.27% | 30.97% | 25.06% | 31.85% | 27.88% |
Income Tax Expense | $29.72M | $27.63M | $32.40M | $27.70M | $26.64M | $43.23M | $27.34M | $25.17M | $21.09M | $12.01M | $10.37M | $12.02M | $12.28M | $17.38M | $13.60M | $18.02M | $19.03M | $7.07M | $17.92M | $14.42M |
Net Income | $150.02M | $89.50M | $158.13M | $140.94M | $148.56M | $65.12M | $134.66M | $131.59M | $136.80M | $104.42M | $74.91M | $109.94M | $107.65M | $101.06M | $100.68M | $96.64M | $101.21M | $89.08M | $101.22M | $88.69M |
Net Income Ratio | 26.38% | 15.92% | 28.61% | 25.82% | 27.40% | 12.15% | 25.42% | 25.55% | 27.10% | 20.91% | 15.33% | 25.50% | 25.35% | 24.54% | 25.20% | 24.67% | 26.07% | 23.22% | 27.06% | 23.98% |
EPS | $3.95 | $2.32 | $4.15 | $3.70 | $3.91 | $1.71 | $3.52 | $3.44 | $3.59 | $2.74 | $1.97 | $2.84 | $2.86 | $2.69 | $2.66 | $2.55 | $2.66 | $2.34 | $2.67 | $2.34 |
EPS Diluted | $3.89 | $2.32 | $4.09 | $3.65 | $3.84 | $1.68 | $3.46 | $3.38 | $3.52 | $2.69 | $1.93 | $2.84 | $2.79 | $2.63 | $2.62 | $2.50 | $2.62 | $2.29 | $2.63 | $2.30 |
Weighted Average Shares Outstanding | 38.01M | 38.62M | 38.09M | 38.10M | 38.02M | 38.09M | 38.28M | 38.28M | 38.12M | 38.04M | 37.93M | 37.84M | 37.68M | 37.62M | 37.81M | 37.92M | 38.01M | 38.03M | 37.88M | 37.88M |
Weighted Average Shares Outstanding Diluted | 38.52M | 38.52M | 38.64M | 38.65M | 38.64M | 38.78M | 38.91M | 38.98M | 38.91M | 38.82M | 38.72M | 38.76M | 38.64M | 38.48M | 38.49M | 38.62M | 38.70M | 38.94M | 38.48M | 38.58M |
SEC Filing | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source |
Annual Balance Sheet
Breakdown | August 31, 2024 | August 31, 2023 | August 31, 2022 | August 31, 2021 | August 31, 2020 |
---|---|---|---|---|---|
Cash and Cash Equivalents | $422.98M | $425.44M | $503.27M | $681.87M | $585.61M |
Short Term Investments | $69.62M | $32.21M | $33.22M | $35.98M | $19.57M |
Cash and Short Term Investments | $492.60M | $457.65M | $536.49M | $717.85M | $605.18M |
Net Receivables | $228.05M | $237.66M | $204.10M | $151.19M | $155.01M |
Inventory | $- | $-3.12M | $38.54M | $13.92M | $38.07M |
Other Current Assets | $117.09M | $74.82M | $129.75M | $64.54M | $81.74M |
Total Current Assets | $835.85M | $750.38M | $870.35M | $933.58M | $841.93M |
Property Plant Equipment Net | $213.01M | $227.94M | $240.30M | $370.44M | $382.03M |
Goodwill | $1.01B | $1.01B | $965.85M | $754.36M | $709.70M |
Intangible Assets | $1.84B | $1.86B | $1.90B | $134.99M | $121.09M |
Goodwill and Intangible Assets | $2.86B | $2.87B | $2.86B | $889.35M | $830.80M |
Long Term Investments | $- | $- | $1.79M | $-2.25M | $- |
Tax Assets | $- | $33.17M | $3.15M | $2.25M | $- |
Other Non-Current Assets | $150.91M | $69.23M | $36.96M | $29.48M | $28.63M |
Total Non-Current Assets | $3.22B | $3.20B | $3.14B | $1.29B | $1.24B |
Other Assets | $- | $- | $- | $- | $- |
Total Assets | $4.06B | $3.95B | $4.01B | $2.22B | $2.08B |
Account Payables | $178.25M | $121.21M | $100.09M | $82.64M | $80.14M |
Short Term Debt | $155.91M | $28.84M | $29.18M | $31.58M | $29.06M |
Tax Payables | $- | $15.07M | $34.21M | $30.28M | $- |
Deferred Revenue | $159.76M | $152.43M | $152.04M | $63.10M | $53.99M |
Other Current Liabilities | $173.14M | $166.70M | $122.76M | $108.10M | $113.11M |
Total Current Liabilities | $667.07M | $467.31M | $438.29M | $315.70M | $276.29M |
Long Term Debt | $1.42B | $1.81B | $2.19B | $834.51M | $850.44M |
Deferred Revenue Non-Current | $- | $3.73M | $7.21M | $8.39M | $37.06M |
Deferred Tax Liabilities Non-Current | $- | $4.14M | $8.80M | $12.50M | $17.92M |
Other Non-Current Liabilities | $56.86M | $37.19M | $17.38M | $20.35M | $58.48M |
Total Non-Current Liabilities | $1.48B | $1.86B | $2.24B | $890.79M | $908.92M |
Other Liabilities | $- | $- | $- | $- | $- |
Total Liabilities | $2.14B | $2.33B | $2.68B | $1.21B | $1.19B |
Preferred Stock | $- | $- | $- | $- | $- |
Common Stock | $- | $421.00K | $417.00K | $412.00K | $408.00K |
Retained Earnings | $1.89B | $1.51B | $1.18B | $912.51M | $633.15M |
Accumulated Other Comprehensive Income Loss | $- | $-87.14M | $-108.38M | $-38.96M | $-39.29M |
Other Total Stockholders Equity | $23.96M | $201.55M | $259.63M | $142.39M | $302.11M |
Total Stockholders Equity | $1.91B | $1.62B | $1.33B | $1.02B | $898.17M |
Total Equity | $1.91B | $1.62B | $1.33B | $1.02B | $898.17M |
Total Liabilities and Stockholders Equity | $4.06B | $3.95B | $4.01B | $2.22B | $2.08B |
Minority Interest | $- | $- | $- | $- | $- |
Total Liabilities and Total Equity | $4.06B | $3.95B | $4.01B | $2.22B | $2.08B |
Total Investments | $69.62M | $32.21M | $33.22M | $35.98M | $19.57M |
Total Debt | $1.57B | $1.84B | $2.22B | $866.25M | $875.68M |
Net Debt | $1.15B | $1.41B | $1.72B | $184.38M | $290.07M |
Balance Sheet Charts
Breakdown | November 30, 2024 | August 31, 2024 | May 31, 2024 | February 29, 2024 | November 30, 2023 | August 31, 2023 | May 31, 2023 | February 28, 2023 | November 30, 2022 | August 31, 2022 | May 31, 2022 | February 28, 2022 | November 30, 2021 | August 31, 2021 | May 31, 2021 | February 28, 2021 | November 30, 2020 | August 31, 2020 | May 31, 2020 | February 29, 2020 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Cash and Cash Equivalents | $289.17M | $422.98M | $453.14M | $381.71M | $411.86M | $425.44M | $486.63M | $445.33M | $437.14M | $503.27M | $526.97M | $773.01M | $673.90M | $681.87M | $658.34M | $602.68M | $560.14M | $585.61M | $457.71M | $343.49M |
Short Term Investments | $69.62M | $69.62M | $68.89M | $68.52M | $32.07M | $32.21M | $32.15M | $32.02M | $32.57M | $33.22M | $33.58M | $34.98M | $34.99M | $35.98M | $18.36M | $17.77M | $18.17M | $19.57M | $22.61M | $23.89M |
Cash and Short Term Investments | $358.79M | $492.60M | $522.03M | $450.23M | $443.93M | $457.65M | $518.78M | $477.35M | $469.71M | $536.49M | $560.55M | $808.00M | $708.89M | $717.85M | $676.70M | $620.45M | $578.30M | $605.18M | $480.31M | $367.37M |
Net Receivables | $252.52M | $228.05M | $240.10M | $272.18M | $245.32M | $237.66M | $237.79M | $257.41M | $227.49M | $204.10M | $226.49M | $188.31M | $157.39M | $151.19M | $161.07M | $171.57M | $156.22M | $155.01M | $151.40M | $168.14M |
Inventory | $- | $- | $-61.00K | $1 | $25.68M | $-3.12M | $21.57M | $41.60M | $32.18M | $38.54M | $31.37M | $36.57M | $23.84M | $13.92M | $29.44M | $22.43M | $25.91M | $38.07M | $42.25M | $25.92M |
Other Current Assets | $209.01M | $115.20M | $96.14M | $42.99M | $76.53M | $74.82M | $87.74M | $123.90M | $132.00M | $129.75M | $86.44M | $94.36M | $82.28M | $64.54M | $82.28M | $75.69M | $69.57M | $81.74M | $76.72M | $65.59M |
Total Current Assets | $750.70M | $835.85M | $858.27M | $823.02M | $765.77M | $750.38M | $844.31M | $858.65M | $829.21M | $870.35M | $873.47M | $1.09B | $948.57M | $933.58M | $920.05M | $867.71M | $804.09M | $841.93M | $708.43M | $601.11M |
Property Plant Equipment Net | $199.04M | $213.01M | $218.07M | $214.89M | $221.43M | $227.94M | $238.69M | $228.60M | $233.42M | $240.30M | $262.51M | $321.03M | $350.31M | $370.44M | $386.91M | $388.90M | $392.71M | $382.03M | $391.05M | $370.95M |
Goodwill | $1.09B | $1.01B | $1.00B | $1.00B | $1.01B | $1.01B | $982.16M | $977.36M | $974.85M | $965.85M | $978.86M | $786.17M | $783.02M | $754.36M | $749.90M | $746.04M | $738.58M | $709.70M | $688.48M | $690.64M |
Intangible Assets | $1.87B | $1.84B | $1.85B | $1.86B | $1.85B | $1.86B | $1.86B | $1.87B | $1.88B | $1.90B | $1.91B | $135.04M | $139.31M | $134.99M | $130.52M | $130.90M | $134.90M | $121.09M | $127.21M | $128.24M |
Goodwill and Intangible Assets | $2.96B | $2.86B | $2.86B | $2.86B | $2.85B | $2.87B | $2.84B | $2.85B | $2.86B | $2.86B | $2.89B | $921.21M | $922.34M | $889.35M | $880.42M | $876.94M | $873.47M | $830.80M | $815.69M | $818.88M |
Long Term Investments | $- | $- | $- | $- | $- | $- | $- | $- | $781.00K | $1.79M | $2.60M | $3.59M | $1.48M | $-2.25M | $- | $- | $- | $- | $- | $- |
Tax Assets | $- | $61.34M | $36.74M | $24.34M | $23.84M | $33.17M | $12.04M | $5.66M | $3.65M | $3.15M | $3.26M | $2.17M | $2.12M | $2.25M | $- | $- | $- | $- | $- | $7.17M |
Other Non-Current Assets | $136.32M | $89.58M | $70.47M | $64.12M | $86.87M | $69.23M | $61.46M | $57.66M | $52.65M | $36.96M | $35.12M | $35.50M | $29.55M | $29.48M | $31.06M | $29.96M | $29.15M | $28.63M | $32.54M | $30.47M |
Total Non-Current Assets | $3.30B | $3.22B | $3.18B | $3.17B | $3.19B | $3.20B | $3.15B | $3.14B | $3.15B | $3.14B | $3.20B | $1.28B | $1.31B | $1.29B | $1.30B | $1.30B | $1.30B | $1.24B | $1.24B | $1.23B |
Other Assets | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Total Assets | $4.05B | $4.06B | $4.04B | $3.99B | $3.95B | $3.95B | $4.00B | $4.00B | $3.98B | $4.01B | $4.07B | $2.37B | $2.25B | $2.22B | $2.22B | $2.16B | $2.10B | $2.08B | $1.95B | $1.83B |
Account Payables | $151.30M | $178.25M | $137.31M | $127.67M | $149.80M | $121.21M | $109.14M | $118.53M | $120.22M | $100.09M | $96.36M | $88.15M | $101.02M | $82.64M | $78.71M | $78.34M | $83.25M | $80.14M | $77.25M | $72.27M |
Short Term Debt | $93.89M | $155.91M | $247.40M | $57.93M | $57.67M | $28.84M | $59.20M | $57.15M | $57.94M | $58.37M | $30.76M | $62.02M | $62.48M | $63.15M | $64.84M | $63.97M | $61.91M | $58.11M | $58.45M | $55.66M |
Tax Payables | $44.55M | $40.39M | $28.82M | $17.83M | $37.00M | $15.07M | $36.45M | $34.83M | $35.33M | $34.21M | $29.09M | $31.00M | $31.30M | $30.28M | $29.25M | $29.79M | $28.80M | $27.74M | $26.82M | $25.96M |
Deferred Revenue | $157.06M | $159.76M | $168.05M | $175.12M | $150.15M | $152.43M | $147.81M | $164.19M | $150.26M | $152.04M | $151.59M | $72.15M | $54.78M | $63.10M | $65.12M | $67.92M | $- | $- | $- | $- |
Other Current Liabilities | $91.33M | $132.75M | $89.91M | $81.20M | $61.26M | $166.70M | $48.34M | $36.11M | $20.26M | $93.58M | $87.15M | $39.91M | $22.98M | $76.53M | $43.01M | $31.29M | $53.93M | $110.30M | $84.78M | $74.64M |
Total Current Liabilities | $538.14M | $667.07M | $671.50M | $459.75M | $455.89M | $467.31M | $400.94M | $407.44M | $384.02M | $438.29M | $437.88M | $293.24M | $272.56M | $315.70M | $280.94M | $271.30M | $227.88M | $276.29M | $247.30M | $228.53M |
Long Term Debt | $1.46B | $1.42B | $1.42B | $1.68B | $1.74B | $1.81B | $1.87B | $1.93B | $2.06B | $2.19B | $2.33B | $807.90M | $824.33M | $834.51M | $846.61M | $851.81M | $855.23M | $846.62M | $850.33M | $831.50M |
Deferred Revenue Non-Current | $914.00K | $- | $1.93M | $3.18M | $3.47M | $3.73M | $7.58M | $6.14M | $8.70M | $7.21M | $25.94M | $7.23M | $7.72M | $8.39M | $8.68M | $9.43M | $37.94M | $37.06M | $35.70M | $35.30M |
Deferred Tax Liabilities Non-Current | $- | $- | $7.94M | $8.23M | $9.33M | $4.14M | $6.07M | $6.60M | $10.99M | $8.80M | $14.97M | $15.02M | $15.78M | $12.50M | $16.02M | $15.14M | $18.44M | $17.92M | $15.50M | $13.56M |
Other Non-Current Liabilities | $59.96M | $56.86M | $43.65M | $50.94M | $38.02M | $37.19M | $39.55M | $38.10M | $38.64M | $17.38M | $32.79M | $34.79M | $35.07M | $20.35M | $34.90M | $35.36M | $45.29M | $64.10M | $41.62M | $38.22M |
Total Non-Current Liabilities | $1.52B | $1.48B | $1.48B | $1.73B | $1.79B | $1.86B | $1.93B | $1.98B | $2.12B | $2.24B | $2.36B | $864.94M | $882.91M | $890.79M | $906.21M | $911.74M | $918.97M | $908.92M | $907.45M | $883.28M |
Other Liabilities | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Total Liabilities | $2.06B | $2.14B | $2.15B | $2.19B | $2.25B | $2.33B | $2.33B | $2.39B | $2.50B | $2.68B | $2.80B | $1.16B | $1.16B | $1.21B | $1.19B | $1.18B | $1.15B | $1.19B | $1.15B | $1.11B |
Preferred Stock | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $1.80M | $- | $- |
Common Stock | $- | $426.00K | $426.00K | $425.00K | $423.00K | $421.00K | $420.00K | $420.00K | $418.00K | $417.00K | $416.00K | $415.00K | $414.00K | $412.00K | $410.00K | $409.00K | $409.00K | $408.00K | $406.00K | $405.00K |
Retained Earnings | $2.00B | $1.89B | $1.84B | $1.72B | $1.62B | $1.51B | $1.48B | $1.38B | $1.28B | $1.18B | $1.11B | $1.07B | $989.19M | $912.51M | $842.30M | $772.59M | $705.09M | $633.15M | $573.35M | $501.33M |
Accumulated Other Comprehensive Income Loss | $-100.42M | $-79.61M | $-92.65M | $-91.03M | $-86.89M | $-87.14M | $-89.34M | $-92.24M | $-93.06M | $-108.38M | $-77.13M | $-55.85M | $-57.67M | $-38.96M | $-19.26M | $-28.50M | $-39.08M | $-39.29M | $-75.06M | $-66.48M |
Other Total Stockholders Equity | $93.03M | $103.14M | $144.15M | $172.43M | $170.85M | $201.55M | $280.51M | $318.96M | $284.24M | $259.63M | $235.26M | $203.35M | $166.96M | $142.39M | $207.85M | $235.96M | $286.15M | $302.11M | $294.26M | $281.51M |
Total Stockholders Equity | $1.99B | $1.91B | $1.89B | $1.80B | $1.70B | $1.62B | $1.67B | $1.61B | $1.47B | $1.33B | $1.27B | $1.22B | $1.10B | $1.02B | $1.03B | $980.47M | $952.57M | $898.17M | $792.96M | $716.76M |
Total Equity | $1.99B | $1.91B | $1.89B | $1.80B | $1.70B | $1.62B | $1.67B | $1.61B | $1.47B | $1.33B | $1.27B | $1.22B | $1.10B | $1.02B | $1.03B | $980.47M | $952.57M | $898.17M | $792.96M | $716.76M |
Total Liabilities and Stockholders Equity | $4.05B | $4.06B | $4.04B | $3.99B | $3.95B | $3.95B | $4.00B | $4.00B | $3.98B | $4.01B | $4.07B | $2.37B | $2.25B | $2.22B | $2.22B | $2.16B | $2.10B | $2.08B | $1.95B | $1.83B |
Minority Interest | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Total Liabilities and Total Equity | $4.05B | $4.06B | $4.04B | $3.99B | $3.95B | $3.95B | $4.00B | $4.00B | $3.98B | $4.01B | $4.07B | $2.37B | $2.25B | $2.22B | $2.22B | $2.16B | $2.10B | $2.08B | $1.95B | $1.83B |
Total Investments | $69.62M | $69.62M | $68.89M | $68.52M | $32.07M | $32.21M | $32.15M | $32.02M | $32.57M | $33.22M | $33.58M | $34.98M | $34.99M | $35.98M | $18.36M | $17.77M | $18.17M | $19.57M | $22.61M | $23.89M |
Total Debt | $1.55B | $1.57B | $1.64B | $1.70B | $1.77B | $1.84B | $1.90B | $1.96B | $2.09B | $2.22B | $2.36B | $838.91M | $855.57M | $866.25M | $879.03M | $883.79M | $886.19M | $875.68M | $879.55M | $859.33M |
Net Debt | $1.26B | $1.15B | $1.19B | $1.32B | $1.36B | $1.41B | $1.42B | $1.52B | $1.65B | $1.72B | $1.84B | $65.90M | $181.67M | $184.38M | $220.69M | $281.11M | $326.05M | $290.07M | $421.85M | $515.84M |
Annual Cash Flow
Breakdown | August 31, 2024 | August 31, 2023 | August 31, 2022 | August 31, 2021 | August 31, 2020 |
---|---|---|---|---|---|
Net Income | $537.13M | $468.13M | $396.92M | $399.59M | $372.94M |
Depreciation and Amortization | $155.59M | $137.73M | $129.72M | $107.32M | $57.61M |
Deferred Income Tax | $-32.02M | $-42.65M | $-8.71M | $-4.60M | $10.63M |
Stock Based Compensation | $63.50M | $62.04M | $56.00M | $45.06M | $36.58M |
Change in Working Capital | $-28.54M | $-25.24M | $-79.64M | $7.85M | $27.91M |
Accounts Receivables | $2.19M | $-40.10M | $-32.98M | $3.65M | $-8.61M |
Inventory | $- | $10.86M | $- | $-16.45M | $-24.22M |
Accounts Payables | $- | $7.39M | $12.81M | $2.07M | $12.13M |
Other Working Capital | $-30.73M | $-3.39M | $-59.48M | $18.59M | $48.62M |
Other Non Cash Items | $4.68M | $45.56M | $44.00M | $254.00M | $171.00K |
Net Cash Provided by Operating Activities | $700.34M | $645.57M | $538.28M | $555.23M | $505.84M |
Investments in Property Plant and Equipment | $-85.68M | $-60.79M | $-51.16M | $-61.33M | $-77.64M |
Acquisitions Net | $- | $-23.59M | $-1.98B | $-58.06M | $-1.00K |
Purchases of Investments | $- | $-11.01M | $-878.00K | $-18.79M | $-2.74M |
Sales Maturities of Investments | $- | $95.39M | $1.98B | $2.18M | $6.75M |
Other Investing Activities | $-58.64M | $-95.39M | $-1.98B | $-16.61M | $1.00K |
Net Cash Used for Investing Activities | $-144.32M | $-95.39M | $-2.03B | $-135.99M | $-73.63M |
Debt Repayment | $-250.00M | $-375.00M | $1.41B | $- | $- |
Common Stock Issued | $- | $- | $- | $- | $- |
Common Stock Repurchased | $-235.24M | $-176.72M | $-18.64M | $-264.70M | $-199.62M |
Dividends Paid | $-150.67M | $-138.60M | $-125.93M | $-117.93M | $-110.44M |
Other Financing Activities | $75.05M | $58.30M | $70.45M | $59.92M | $91.99M |
Net Cash Used Provided by Financing Activities | $-560.85M | $-632.02M | $1.34B | $-322.71M | $-218.07M |
Effect of Forex Changes on Cash | $2.36M | $4.01M | $-22.43M | $-263.00K | $11.67M |
Net Change in Cash | $-2.46M | $-77.83M | $-178.59M | $96.26M | $225.81M |
Cash at End of Period | $422.98M | $425.44M | $503.27M | $681.87M | $585.61M |
Cash at Beginning of Period | $425.44M | $503.27M | $681.87M | $585.61M | $359.80M |
Operating Cash Flow | $700.34M | $645.57M | $538.28M | $555.23M | $505.84M |
Capital Expenditure | $-85.68M | $-60.79M | $-51.16M | $-61.33M | $-77.64M |
Free Cash Flow | $614.66M | $584.79M | $487.12M | $493.90M | $428.20M |
Cash Flow Charts
Breakdown | November 30, 2024 | August 31, 2024 | May 31, 2024 | February 29, 2024 | November 30, 2023 | August 31, 2023 | May 31, 2023 | February 28, 2023 | November 30, 2022 | August 31, 2022 | May 31, 2022 | February 28, 2022 | November 30, 2021 | August 31, 2021 | May 31, 2021 | February 28, 2021 | November 30, 2020 | August 31, 2020 | May 31, 2020 | February 29, 2020 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Net Income | $150.02M | $89.50M | $158.13M | $140.94M | $148.56M | $65.08M | $134.66M | $131.59M | $136.80M | $104.42M | $74.91M | $109.94M | $107.65M | $101.06M | $100.68M | $96.64M | $101.21M | $89.08M | $101.22M | $88.69M |
Depreciation and Amortization | $43.29M | $41.59M | $40.09M | $39.23M | $34.69M | $29.80M | $36.12M | $36.11M | $35.69M | $36.60M | $38.11M | $24.45M | $30.55M | $26.90M | $27.95M | $26.49M | $25.99M | $16.28M | $13.04M | $13.91M |
Deferred Income Tax | $21.94M | $-25.04M | $-12.61M | $-1.07M | $6.70M | $-29.93M | $-6.25M | $-5.72M | $-745.00K | $-3.23M | $-2.22M | $-4.77M | $1.51M | $-2.33M | $531.00K | $-3.24M | $437.00K | $3.40M | $10.32M | $3.53M |
Stock Based Compensation | $13.59M | $16.79M | $15.74M | $16.65M | $14.31M | $17.67M | $16.86M | $15.32M | $12.18M | $15.40M | $14.67M | $15.54M | $10.40M | $11.71M | $11.03M | $11.01M | $11.32M | $8.21M | $10.34M | $8.21M |
Change in Working Capital | $-143.36M | $-5.19M | $36.71M | $-52.00M | $-45.81M | $28.65M | $36.75M | $-14.41M | $-76.23M | $17.14M | $17.51M | $-37.11M | $-77.19M | $47.64M | $127.00K | $9.75M | $-49.67M | $53.99M | $10.33M | $-20.66M |
Accounts Receivables | $-23.38M | $9.37M | $32.29M | $-29.71M | $-9.76M | $-2.22M | $16.41M | $-30.65M | $-23.65M | $6.03M | $-1.30M | $-32.44M | $-5.27M | $10.44M | $8.63M | $-15.08M | $-342.00K | $-3.52M | $16.74M | $-22.71M |
Inventory | $- | $- | $- | $-5.34M | $-64.79M | $25.79M | $10.52M | $- | $- | $- | $- | $- | $-20.05M | $5.94M | $-18.53M | $-7.16M | $3.29M | $2.86M | $- | $-16.62M |
Accounts Payables | $-38.79M | $- | $6.92M | $-20.91M | $31.28M | $1.52M | $-6.23M | $-6.64M | $18.74M | $-2.48M | $5.11M | $-10.52M | $20.70M | $3.78M | $-988.00K | $-2.96M | $2.24M | $1.73M | $- | $-2.81M |
Other Working Capital | $-81.19M | $-14.56M | $-2.50M | $-1.39M | $-2.54M | $3.57M | $16.04M | $22.88M | $-71.33M | $13.59M | $13.70M | $5.85M | $-72.58M | $27.48M | $11.02M | $34.95M | $-54.86M | $52.91M | $-6.42M | $21.48M |
Other Non Cash Items | $890.00K | $45.50M | $56.87M | $145.78M | $-3.30M | $44.40M | $438.00K | $1.78M | $-1.05M | $-18.98M | $49.00M | $13.99M | $56.06M | $51.28M | $59.28M | $7.17M | $6.97M | $-11.53M | $5.71M | $5.99M |
Net Cash Provided by Operating Activities | $86.37M | $163.16M | $238.24M | $143.80M | $155.14M | $155.67M | $218.59M | $164.68M | $106.64M | $151.35M | $191.97M | $122.03M | $72.92M | $184.98M | $140.31M | $140.66M | $89.28M | $159.43M | $150.95M | $99.67M |
Investments in Property Plant and Equipment | $-25.87M | $-25.96M | $-21.34M | $-21.92M | $-16.47M | $635.00K | $-26.00M | $-17.46M | $-17.96M | $-15.21M | $-15.40M | $-11.96M | $-8.58M | $-13.91M | $-18.66M | $-10.43M | $-18.33M | $-14.73M | $-11.01M | $-25.12M |
Acquisitions Net | $-115.20M | $- | $- | $3.33M | $- | $-23.59M | $12.41M | $5.05M | $- | $- | $-1.93B | $- | $-50.02M | $-16.14M | $- | $- | $-41.92M | $- | $- | $- |
Purchases of Investments | $-3.99M | $-13.70M | $- | $-36.18M | $-8.75M | $-125.00K | $- | $-997.00K | $-9.89M | $-200.00K | $-428.00K | $- | $-250.00K | $-17.54M | $- | $-1.00M | $-250.00K | $- | $-500.00K | $384.00K |
Sales Maturities of Investments | $- | $- | $- | $32.85M | $- | $77.94M | $- | $- | $- | $- | $1.93B | $- | $- | $- | $- | $-1.00K | $2.18M | $2.55M | $- | $1.94M |
Other Investing Activities | $- | $- | $- | $-36.18M | $-8.75M | $-77.94M | $-12.41M | $-5.05M | $-9.89M | $-200.00K | $-1.93B | $- | $-250.00K | $-17.54M | $- | $-1.00M | $1.93M | $2.55M | $-500.00K | $2.33M |
Net Cash Used for Investing Activities | $-145.06M | $-39.66M | $-21.34M | $-58.10M | $-25.22M | $-23.08M | $-26.00M | $-18.45M | $-27.85M | $-15.41M | $-1.95B | $-11.96M | $-58.85M | $-47.59M | $-18.66M | $-11.43M | $-58.32M | $-12.19M | $-11.51M | $-22.79M |
Debt Repayment | $-7.50M | $-62.50M | $-62.50M | $-62.50M | $-62.50M | $-62.50M | $-62.50M | $-125.00M | $-125.00M | $-125.00M | $1.54B | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Common Stock Issued | $- | $- | $- | $38.14M | $- | $- | $- | $20.18M | $23.42M | $11.87M | $17.25M | $21.16M | $- | $- | $- | $- | $- | $- | $- | $- |
Common Stock Repurchased | $-48.79M | $-63.32M | $-59.75M | $-52.26M | $-59.91M | $-109.63M | $-67.09M | $-20.18M | $-23.42M | $-11.87M | $- | $- | $-18.64M | $-92.49M | $-57.57M | $-71.50M | $-43.14M | $-28.62M | $-12.41M | $-74.17M |
Dividends Paid | $-39.25M | $-39.37M | $-37.16M | $-37.09M | $-37.05M | $-37.22M | $-33.90M | $-33.81M | $-33.66M | $-33.60M | $-30.89M | $-30.79M | $-30.66M | $-30.78M | $-28.96M | $-29.08M | $-29.10M | $-29.00M | $-27.07M | $-27.10M |
Other Financing Activities | $25.46M | $7.25M | $15.73M | $-960.00K | $14.90M | $14.69M | $11.79M | $19.39M | $12.43M | $9.28M | $7.50M | $20.86M | $32.81M | $15.32M | $18.43M | $10.30M | $15.87M | $28.26M | $14.83M | $32.17M |
Net Cash Used Provided by Financing Activities | $-70.07M | $-157.94M | $-143.68M | $-114.66M | $-144.56M | $-194.67M | $-151.70M | $-139.42M | $-146.23M | $-149.32M | $1.51B | $-9.94M | $-16.48M | $-107.95M | $-68.10M | $-90.28M | $-56.38M | $-29.36M | $-24.66M | $-69.10M |
Effect of Forex Changes on Cash | $-5.05M | $4.28M | $-1.78M | $-1.18M | $1.05M | $897.00K | $420.00K | $1.38M | $1.32M | $-10.32M | $-5.54M | $-1.02M | $-5.55M | $-5.91M | $2.10M | $3.60M | $-45.00K | $10.02M | $-569.00K | $-503.00K |
Net Change in Cash | $-133.81M | $-30.16M | $71.44M | $-30.15M | $-13.59M | $-61.18M | $41.30M | $8.18M | $-66.13M | $-23.69M | $-246.05M | $99.11M | $-7.96M | $23.52M | $55.66M | $42.55M | $-25.47M | $127.90M | $114.22M | $7.27M |
Cash at End of Period | $289.17M | $422.98M | $453.14M | $381.71M | $411.86M | $425.44M | $486.63M | $445.33M | $437.14M | $503.27M | $526.97M | $773.01M | $673.90M | $681.87M | $658.34M | $602.68M | $560.14M | $585.61M | $457.71M | $343.49M |
Cash at Beginning of Period | $422.98M | $453.14M | $381.71M | $411.86M | $425.44M | $486.63M | $445.33M | $437.14M | $503.27M | $526.97M | $773.01M | $673.90M | $681.87M | $658.34M | $602.68M | $560.14M | $585.61M | $457.71M | $343.49M | $336.22M |
Operating Cash Flow | $86.37M | $163.16M | $238.24M | $143.80M | $155.14M | $155.67M | $218.59M | $164.68M | $106.64M | $151.35M | $191.97M | $122.03M | $72.92M | $184.98M | $140.31M | $140.66M | $89.28M | $159.43M | $150.95M | $99.67M |
Capital Expenditure | $-25.87M | $-25.96M | $-21.34M | $-21.92M | $-16.47M | $635.00K | $-26.00M | $-17.46M | $-17.96M | $-15.21M | $-15.40M | $-11.96M | $-8.58M | $-13.91M | $-18.66M | $-10.43M | $-18.33M | $-14.73M | $-11.01M | $-25.12M |
Free Cash Flow | $60.50M | $137.20M | $216.90M | $121.88M | $138.68M | $156.31M | $192.58M | $147.22M | $88.68M | $136.15M | $176.57M | $110.07M | $64.33M | $171.07M | $121.66M | $130.24M | $70.94M | $144.69M | $139.94M | $74.55M |
FactSet Research Systems Dividends
Explore FactSet Research Systems's dividend history, including dividend yield, payout ratio, and historical payments.
Dividend Yield
0.94%
Dividend Payout Ratio
28.05%
Dividend Paid & Capex Coverage Ratio
2.96x
FactSet Research Systems Dividend History
Dividend | Adjusted Dividend | Date | Record Date | Payment Date | Declaration Date |
---|---|---|---|---|---|
$1.04 | $1.04 | February 28, 2025 | February 28, 2025 | March 20, 2025 | February 04, 2025 |
$1.04 | $1.04 | November 29, 2024 | November 29, 2024 | December 19, 2024 | November 07, 2024 |
$1.04 | $1.04 | August 30, 2024 | August 30, 2024 | September 19, 2024 | August 05, 2024 |
$1.04 | $1.04 | May 31, 2024 | May 31, 2024 | June 20, 2024 | May 02, 2024 |
$0.98 | $0.98 | February 28, 2024 | February 29, 2024 | March 21, 2024 | February 02, 2024 |
$0.98 | $0.98 | November 29, 2023 | November 30, 2023 | December 21, 2023 | November 02, 2023 |
$0.98 | $0.98 | August 30, 2023 | August 31, 2023 | September 21, 2023 | August 03, 2023 |
$0.98 | $0.98 | May 30, 2023 | May 31, 2023 | June 15, 2023 | May 04, 2023 |
$0.89 | $0.89 | February 27, 2023 | February 28, 2023 | March 16, 2023 | February 02, 2023 |
$0.89 | $0.89 | November 29, 2022 | November 30, 2022 | December 15, 2022 | November 03, 2022 |
$0.89 | $0.89 | August 30, 2022 | August 31, 2022 | September 15, 2022 | August 04, 2022 |
$0.89 | $0.89 | May 27, 2022 | May 31, 2022 | June 16, 2022 | April 28, 2022 |
$0.82 | $0.82 | February 25, 2022 | February 28, 2022 | March 17, 2022 | February 02, 2022 |
$0.82 | $0.82 | November 29, 2021 | November 30, 2021 | December 16, 2021 | November 03, 2021 |
$0.82 | $0.82 | August 30, 2021 | August 31, 2021 | September 16, 2021 | August 09, 2021 |
$0.82 | $0.82 | May 27, 2021 | May 31, 2021 | June 17, 2021 | May 05, 2021 |
$0.77 | $0.77 | February 25, 2021 | February 26, 2021 | March 18, 2021 | February 05, 2021 |
$0.77 | $0.77 | November 27, 2020 | November 30, 2020 | December 17, 2020 | November 04, 2020 |
$0.77 | $0.77 | August 28, 2020 | August 31, 2020 | September 17, 2020 | August 14, 2020 |
$0.77 | $0.77 | May 28, 2020 | May 29, 2020 | June 18, 2020 | May 04, 2020 |
FactSet Research Systems News
Read the latest news about FactSet Research Systems, including recent articles, headlines, and updates.
FactSet Research Systems: Reiterate Buy As Bull Case Gets Clearer
I reiterate my strong buy rating for FactSet Research Systems (FDS) due to strong EPS growth, pipeline bookings, and AI-driven product traction. FDS reported 2Q25 revenue of $570.7 million, with a healthy EBIT margin of 37.3%, and increased FY25 revenue guidance to $2.305-$2.325 billion. FDS's AI strategy, particularly Pitch Creator, shows promising adoption, with >2,000 active trials and >50 pipeline opportunities, enhancing productivity for investment bankers.

FactSet: Not Yet A Buy; At $400 Per Share It Might Be
FactSet's business model is robust, driven by recurring revenues and high client retention, making it a reliable investment even during market turmoil. Q2 FY2025 results showed modest growth in subscriptions, revenues, and EPS, but market reaction was negative, causing a 2% drop in stock price. FactSet's dividend is sustainable and growing, but its current yield is low, making it less attractive for dividend-focused investors.

FactSet Research Systems Inc. (FDS) Q2 2025 Earnings Call Transcript
FactSet Research Systems Inc. (NYSE:FDS ) Q2 2025 Earnings Conference Call March 20, 2025 9:00 AM ET Company Participants Yet He - Interim Head of IR Philip Snow - Chief Executive Officer Helen Shan - Chief Financial Officer Goran Skoko - Chief Revenue Officer Conference Call Participants Kelsey Zhu - Autonomous Shlomo Rosenbaum - Stifel Alex Kramm - UBS Faiza Alwy - Deutsche Bank Ashish Sabadra - RBC Brendan Popson - Barclays Owen Lau - Oppenheimer Andrew Nicholas - William Blair Craig Huber - Huber Research Partners George Tong - Goldman Sachs Toni Kaplan - Morgan Stanley Ryan Griffin - BMO Capital Markets Jason Haas - Wells Fargo Surinder Thind - Jefferies Operator Good day, and thank you for standing by. Welcome to the FactSet Second Quarter 2025 Earnings Conference Call.

FactSet (FDS) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for FactSet (FDS) give a sense of how the business performed in the quarter ended February 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

FactSet Reports Results for Second Quarter 2025
NORWALK, Conn., March 20, 2025 (GLOBE NEWSWIRE) -- FactSet (“FactSet” or the “Company”) (NYSE:FDS) (NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced results for its second quarter fiscal 2025 ended February 28, 2025.

Unlocking Q2 Potential of FactSet (FDS): Exploring Wall Street Estimates for Key Metrics
Beyond analysts' top -and-bottom-line estimates for FactSet (FDS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended February 2025.

FactSet Appoints Kevin Toomey as Head of Investor Relations
NORWALK, Conn., March 13, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS) (NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, announced today that it has appointed Kevin Toomey as Head of Investor Relations, effective immediately. He will replace Yet He, who served as Interim Head of Investor Relations and will now continue in his role as FactSet's Treasurer and Head of Financial Planning and Analysis.

FactSet Updates Time for Second Quarter 2025 Earnings Call
NORWALK, Conn., March 10, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS) (NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced an adjustment to the time of its previously scheduled second quarter fiscal 2025 earnings conference call.

FactSet Acquires LogoIntern
NORWALK, Conn., March 04, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, announced the acquisition of TableTop Data, Inc. (“LogoIntern”), a workflow tool beloved by junior bankers to streamline the unenviable task of adding, organizing, and formatting logos into pitch decks.

Top 50 High-Quality Dividend Stocks For March 2025
I track 50 high-quality dividend stocks, updating their valuations daily to identify Strong Buy, Buy, Hold, and Trim opportunities based on historical free cash flow trends. Today, I will highlight 9 new stocks from the list that appear to be attractively positioned. I will present 3 unique valuations for each of these stocks.

FactSet Schedules Second Quarter 2025 Earnings Call
NORWALK, Conn., Feb. 20, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, announced today that it will release its financial and operating results for the second quarter fiscal 2025, ending February 28, 2025, on Thursday, March 20, 2025.

Octus Announces Megan A. Jones as General Counsel
NEW YORK--(BUSINESS WIRE)--Octus, formerly Reorg, the leading provider of global credit intelligence and data, today announces the appointment of Megan A. Jones as General Counsel and as a member of the company's executive leadership team. Jones will lead the legal and compliance teams and oversee all legal and corporate governance matters at Octus. Joining Octus from FactSet (NYSE: FDS), an open data and software solutions provider to the global investment community, Jones has deep familiarity.

FactSet Acquires LiquidityBook
Integrating adjacent workflows across the front office to connect the full portfolio life cycle Adds technology-forward order management (OMS) and investment book of record (IBOR) capabilities NORWALK, Conn., Feb. 10, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced the acquisition of LiquidityBook for a gross purchase price of $246.5 million in cash.

FactSet Launches AI-Powered Pitch Creator
NORWALK, Conn., Jan. 15, 2025 (GLOBE NEWSWIRE) -- FactSet, a global financial digital platform and enterprise solutions provider, today announced the launch of Pitch Creator, a groundbreaking GenAI-powered solution designed to revolutionize pitchbook creation for investment banks.

FactSet: A Strong Buy Into 2025
FactSet's high client retention rate and diverse revenue streams make it a strong buy, despite its high valuation. Recent product expansions, including GenAI solutions and IRN 2.0, enhance FactSet's market position and growth trajectory. FactSet's brand and distribution are key competitive advantages, supporting its premium valuation and long-term capital compounding.

FactSet Research Systems: I'm Confident About Low-Teens EPS Growth (Rating Upgrade)
Upgrading FDS from buy to strong buy due to increased conviction in achieving EPS growth, supported by positive Investor Day insights. FDS's data management strategy enables rapid GenAI product development, enhancing customer workflows and driving organic ASV growth across wealth, dealmaker, and buy-side clients. Revamped enterprise sales strategy and new pricing models expected to drive higher ASV growth and more predictable revenue streams.

FactSet Research Systems Inc. (FDS) Q1 2025 Earnings Call Transcript
FactSet Research Systems Inc. (NYSE:FDS ) Q1 2025 Earnings Conference Call December 19, 2024 11:00 AM ET Company Participants Yet He - Head of IR Philip Snow - CEO Helen Shan - CFO Goran Skoko - CRO Conference Call Participants Alex Kramm - UBS Shlomo Rosenbaum - Stifel Kelsey Zhu - Autonomous Faiza Alwy - Deutsche Bank Ashish Sabadra - RBC Scott Wurtzel - Wolfe Research Jeffrey Silber - BMO Capital Markets Toni Kaplan - Morgan Stanley Owen Lau - Oppenheimer Manav Patnaik - Barclays Andrew Nicholas - William Blair Surinder Thind - Jefferies Craig Huber - Huber Research Partners David Motemaden - Evercore ISI Jason Haas - Wells Fargo George Tong - Goldman Sachs Operator Good day, and thank you for standing by. Welcome to the FactSet First Quarter 2025 Earnings Conference Call.

FactSet (FDS) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for FactSet (FDS) give a sense of how the business performed in the quarter ended November 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

FactSet Appoints Barak Eilam to Board of Directors
NORWALK, Conn., Dec. 18, 2024 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced the appointment of Barak Eilam to its Board of Directors. He will also serve on FactSet's Compensation and Talent Committee.

What Analyst Projections for Key Metrics Reveal About FactSet (FDS) Q1 Earnings
Beyond analysts' top -and-bottom-line estimates for FactSet (FDS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended November 2024.

Similar Companies
Related Metrics
Explore detailed financial metrics and analysis for FDS.