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Company research4 Apr 2024
Companies That Had Their IPO in 1996: Tech and Internet Domination
An overview of the general market sentiment and IPO landscape in 1996 as the interest in tech and internet companies ramped up.
FactSet
FactSet (FDS) investor relations material
FactSet Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy filing summary26 Oct, 2026
Executive summary
Annual meeting scheduled for Dec. 16, 2026, at 10:00 a.m. ET, virtually; votes due Dec. 15 at 11:59 p.m. ET, or Dec. 11 for plan shares.
Voting matters and shareholder proposals
Shareholders will vote on director elections, auditor ratification, and a non-binding advisory resolution on named executive officer compensation; the board recommends “For” each proposal.
Board of directors and corporate governance
Ten nominees—Robin A. Abrams, Siew Kai Choy, Barak Eilam, Malcolm Frank, Laurie G. Hylton, Marcel Prins, Lee Shavel, Laurie Siegel, Sanoke Viswanathan, and Elisha Wiesel—are proposed for one-year terms ending at the 2027 annual meeting.
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Latest events from FactSet
- AI-led transformation, new leadership and performance-linked executive pay define FY26.FDS
Proxy filing - Record ASV and revenue growth, strong AI adoption, and robust capital returns expected in FY27.FDSQ4 2026
- ASV up 7.1% to $2.49B, revenue up 6.4%, and adjusted EPS up 6.1% with strong AI-driven growth.FDSQ3 2026
- Q2 FY26 delivered 7.1% revenue growth, higher ASV, and raised guidance amid strong AI adoption.FDSQ2 2026
- AI-powered innovation and reaffirmed guidance drive growth and margin expansion through 2028.FDSInvestor Day 2024
- Q3 2025 revenue up 5.9%, organic ASV up 4.5%, but margins and EPS declined.FDSQ3 2025
- FY2024 beat guidance with strong wealth, AI, and margin growth; 2025 targets 5% ASV growth.FDSQ4 2024
- Q3 saw higher revenues, margins, and EPS, with raised profit guidance and a 6% dividend hike.FDSQ3 2024
- Q2 FY2025 delivered 4.5% revenue growth, strong retention, and reaffirmed guidance.FDSQ2 2025
Next FactSet earnings date
Investor Day 202610 Nov, 2026
FactSet
Next FactSet earnings date
Investor Day 202610 Nov, 2026
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Frequently asked questions
Financial Data Providers
FactSet Research Systems, commonly known as FactSet, is a leading global provider of integrated financial data, analytical applications, and services for investment professionals. The company was founded in 1978 and is headquartered in Norwalk, Connecticut. FactSet serves a diverse clientele, including portfolio managers, research analysts, and investment bankers, among others. With its suite of products, FactSet offers users the ability to access vast datasets, analyze financial data, and stay updated with real-time market information.
Over 40 Years of Providing Data
Established in 1978, FactSet began its journey doing the same thing it does now: providing financial professionals with data and analytical tools. Founded by Howard Wille and Charles Snyder, the company initially delivered most of the data manually through the help of bike courier services. Over the decades, FactSet has expanded its offerings and global footprint, gradually transitioning from a data provider to a comprehensive platform offering integrated financial solutions. Some companies operating in the same field include us here at Quartr and S&P Global.
The Service
FactSet is a global provider of financial data and analytic software for investment professionals. Its platform aggregates information from hundreds of sources, enabling users to access a wide spectrum of data ranging from market news to advanced analytical tools. FactSet's users can obtain real-time market data, conduct financial research, manage portfolios, and assess risk within its integrated environment.
The platform
The platform the company provides can be tailored to support various workflows, such as equity research, quantitative analysis, and portfolio management. The interface is designed to be flexible and adaptable, allowing the user to customize their workspace to suit their own personal preferences and the requirements of their specific role. Someone working in investment banking might utilize the platform in a completely different way than a wealth manager would.