Norwalk, Connecticut-based FactSet Research Systems Inc. (FDS) is a financial data provider. It provides integrated financial information and analytical applications to the investment community. With a market cap of $10.9 billion, FactSet operations span the Americas, Europe, the Middle East, Africa, and the Indo-Pacific. The financial data provider is expected to announce its Q1 results by mid-December. Ahead of the event, analysts expect FactSet to deliver an adjusted profit of $4.39 per share, marginal ...

FactSet Research Sy‍st‍ems​ Inc. (⁠NYSE:FD⁠S) is included among the 10 Best Rising Dividend Stocks to Buy Now. FactSet (FDS) Combines Reliable Recurring Revenue with Long-Term Dividend Growth Photo by Vitaly Taranov on Unsplash FactSet Research Sy‍st‍ems​ Inc. (⁠NYSE:FD⁠S) offers a wide⁠ range of financial data an‍d analytics solutions, p⁠ri​maril⁠y through a subsc⁠riptio⁠n-based mo​del. Its se⁠rvices are designed‍ to integrate seamlessly into client workflows, providing m‌ulti-asset cl‌as⁠s data and ad ...

Core Insights - The financial industry is undergoing significant changes due to the digital revolution, necessitating companies to adapt and scale up to remain competitive [1] Company Insights - FactSet Research has been identified as an interesting stock within the evolving financial landscape [1] - The analyst has been involved in stock investing and macroeconomic analysis for nearly a decade, focusing on various sectors including banks, telecommunications, logistics, and hotels [1] Market Insights - The analyst has diversified investments across different industries and market capitalizations, including holdings in US banks, hotels, shipping, and logistics companies [1] - The analyst's experience includes trading in both the ASEAN and US markets, with a particular emphasis on the financial sector [1]

Core Viewpoint - The recommendation for FactSet Research Systems (NYSE: FDS) is a buy rating, emphasizing that the market is overly focused on short-term margin pressure while underappreciating the strength of its AI strategy and core business [1] Investment Approach - The investment strategy focuses on long-term investments while incorporating short-term shorts to uncover alpha opportunities [1] - The approach revolves around bottom-up analysis, examining the fundamental strengths and weaknesses of individual companies [1] - The investment duration is medium to long-term, aiming to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]

Conestoga Capital Advisors, an asset management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets continued their momentum that began in early April, reaching new all-time highs in the third quarter. The Mid Cap Composite returned -3.2% net-of-fees in the third quarter, compared to a 2.8% gain for the Russell Midcap Growth Index. The strategy’s focus on high-quality, profitable companies struggled to keep pace in the quarter amid risk-on do ...

Client and Revenue Metrics - As of August 31, 2025, FactSet had approximately 9,000 clients and over 237,000 investment professionals using its platform[16]. - Revenues from the Americas segment represented 65% of total revenues during fiscal 2025, while EMEA and Asia Pacific accounted for 25% and 10%, respectively[20]. - Annual Subscription Value (ASV) retention was greater than 95%, with annual retention expressed as a percentage of clients at 91% for the year ended August 31, 2025[30]. - Buy-side clients accounted for approximately 82% of FactSet's Organic ASV as of August 31, 2025[31]. - Organic Annual Subscription Value (Organic ASV) totaled $2,370.9 million, reflecting a 5.7% increase over the prior year, with significant growth in the Americas[157]. - ASV from the Americas represented 65% of total ASV at $1,570.1 million, a 7.9% increase from the previous year[167]. - ASV from EMEA accounted for 25% of total ASV at $591.6 million, marking a 3.5% increase from the prior year[168]. - As of August 31, 2025, Asia Pacific ASV was $243.9 million, a 5.7% increase from $230.3 million in 2024, with organic ASV growing 7.2% to $242.7 million[169]. - The company added 779 clients, bringing the total to 8,996, a 9.5% increase year-over-year[172]. - User count increased by 20,943 to 237,324, representing a 9.7% growth, primarily from wealth management users[173]. Financial Performance - Revenues for fiscal 2025 were $2,321.7 million, an increase of 5.4% from the prior year, driven by a 4.4% increase in organic revenues[156]. - Operating margin improved to 32.2% for fiscal 2025, up from 31.8% in fiscal 2024, primarily due to revenue growth[158]. - Net income for fiscal 2025 was $597.0 million, an increase of 11.2% from the prior year, with diluted earnings per share rising to $15.55, an increase of 11.8%[159]. - The company returned $460.4 million to stockholders through share repurchases and dividends during fiscal 2025[159]. - Operating income rose 6.7% to $748.3 million, with an operating margin of 32.2%, up from 31.8% in the prior year[191]. - Cost of services increased by 8.5% to $1,097.8 million, primarily due to higher employee compensation and amortization of intangible assets[187]. - SG&A expenses decreased by 2.9% to $475.7 million, with a margin of 20.5% of revenues, down 170 basis points from the previous year[190]. - Adjusted net income for fiscal 2025 was $651,617,000, a 2.6% increase from $635,073,000 in fiscal 2024[205]. - Cash and cash equivalents as of August 31, 2025, were $337.7 million, down from $423.0 million as of August 31, 2024[207]. - The company had $486.9 million of undistributed foreign earnings as of August 31, 2025, with $69.1 million permanently reinvested[208]. Employee and Organizational Insights - As of August 31, 2025, FactSet had 12,800 employees, representing a 3.2% increase compared to the previous year[41]. - In fiscal 2025, 94% of employees participated in learning programs, completing 339,000 hours globally[43]. - The employee engagement survey in fiscal 2025 achieved an 88% response rate, indicating strong employee alignment with the company's purpose[43]. - FactSet employees contributed 17,200 volunteer hours across 391 events in fiscal 2025, with over 85% participating in philanthropic initiatives[43]. - In fiscal 2025, FactSet expanded mental health resources through a global platform providing access to on-demand clinical experts and personalized wellness content[47]. - The company has donated over 9 million meals since 2019 through its Hunger Awareness initiative[47]. - As of August 31, 2025, 47% of employees were in Content Operations, 28% in Technology and Product Development, 21% in Sales and Client Solutions, and 4% in Corporate Support[42]. Leadership and Governance - The Chief Executive Officer, Sanoke Viswanathan, was appointed effective September 8, 2025[49]. - Helen L. Shan serves as Chief Financial Officer, overseeing all financial functions since her appointment on July 23, 2024[50]. - Christopher R. Ellis was appointed as Executive Vice President, Head of Strategic Initiatives and Partnerships effective November 1, 2023[58]. Technology and Cybersecurity - FactSet's AI solutions are generating increased usage and demand, with a focus on integrating AI into client workflows to enhance productivity[33]. - The company operates two fully redundant data centers in the U.S. and utilizes multiple cloud providers to support its operations[35]. - The company continues to invest in AI solutions to improve product discoverability and usability, adapting to clients' evolving workflows[37]. - The company maintains a dedicated information security program with approximately 60 employees focused on managing cybersecurity risks[119]. - The company’s cybersecurity risk management is integrated into its broader Enterprise Risk Management framework, reviewed quarterly[121]. - The company faces significant cybersecurity risks, including unauthorized access to confidential data and potential cyber-attacks, which could adversely affect its operations and financial condition[64]. Market and Competitive Landscape - FactSet's competitive landscape includes major players like Bloomberg L.P. and S&P's Market Intelligence division, highlighting the competitive nature of the financial information services industry[39]. - The company is experiencing intense competition across its products and services, with competitors leveraging advanced technologies, including AI, which may impact market share and profitability[81]. - A continued shift from active to passive investing could negatively affect user growth and demand for the company's services, as passive investing requires lower fees and less decision-making[82]. - Economic downturns and uncertainty in the global economy may lead to client consolidation and reduced demand for the company's products and services, impacting overall business results[84]. - The increasing availability of free or inexpensive information sources may reduce demand for the company's products and services[95]. Regulatory and Compliance Risks - The company is subject to SEC reporting requirements and maintains minimum net capital requirements as a registered broker-dealer[44]. - The company is exposed to fluctuations in foreign currency exchange rates, particularly with the British Pound Sterling, Euro, Indian Rupee, and Philippine Peso, which may adversely affect financial results[109]. - The company is subject to numerous global data privacy laws, which could impact its operations and expose it to claims of violations[105]. - Legislative and regulatory changes, such as the EU's DORA and the U.S. Financial Data Transparency Act, may increase compliance costs and impact client relationships[101]. - The company identified a material weakness in internal controls related to financial reporting, with remediation efforts expected to continue into fiscal 2026[99]. Strategic Initiatives and Challenges - The company is investing in enhancing its information technology disaster recovery processes to minimize service disruption risks, although challenges remain in maintaining operational resilience[74]. - The company is implementing a multi-year project to modernize its IT infrastructure, which involves substantial expenditures and risks associated with transitioning to new technologies[75]. - The use of open source software in the company's products may introduce security vulnerabilities and unexpected restrictions, potentially impacting commercialization efforts[76]. - The company faces challenges in developing and marketing new products to maintain technological competitiveness amid rapid market changes, including AI advancements[86]. - Errors or defects in new products can lead to market rejection, reputational damage, and loss of revenues, particularly after product introductions[87]. - Clients are increasingly seeking additional contractual protections, which may create liabilities and compliance challenges for the company[88]. - In fiscal 2025, the company completed several acquisitions, including Irwin, LiquidityBook, and LogoIntern, but faces integration risks and the challenge of realizing anticipated benefits[89]. - The company relies on third-party service providers for critical functions, which exposes it to risks of system failures and security breaches that could impact operations[65]. - The company relies on third-party content agreements, which may be subject to termination or increased costs, impacting the availability of key information for clients[94].

FactSet Research Systems Inc. (NYSE:FDS) is one of the stocks on Jim Cramer’s radar. During the lightning round, a caller asked about the company, and Cramer said: “Yeah, what the hell is this? It’s down, it’s at 15 multiple, I’m not going to tell you to sell a stock down at 15 multiple. I like it. Can’t tell you to buy it, but holy cow, it’s way too cheap.” A laptop and a computer monitor display a detailed stock market technical analysis chart. Photo by Jakub Zerdzicki on Pexels FactSet Research Sys ...

Core Insights - FactSet is launching its 2025 Buy-Side Forum series across four cities in the Asia-Pacific region to address the impact of AI-driven strategies and advanced data solutions on financial professionals amid market volatility and regulatory changes [1][2] Group 1: Event Details - The Buy-Side Forum will take place in Hong Kong on Nov. 4, followed by events in Tokyo (Nov. 6), Sydney (Nov. 11), and Singapore (Nov. 13) [1] - The forum aims to showcase how FactSet is driving innovation and helping clients succeed in the dynamic APAC financial markets [2] Group 2: Industry Challenges and Solutions - The forum will feature sessions on how front and middle office clients are utilizing FactSet's solutions to tackle pressing challenges in the financial sector [2][3] - Key topics include the use of predictive analytics for risk management, AI-driven reporting for compliance, and advancements in algorithmic trading and execution [5] Group 3: Technological Innovations - Asset managers are leveraging AI for real-time credit risk tracking and compliance as regulations tighten in markets like Singapore [5] - The transformation of market data infrastructure through cloud adoption and integration of alternative data is crucial for capturing opportunities in rapidly changing APAC markets [5] Group 4: Company Overview - FactSet provides enterprise data and information solutions, integrating proprietary financial data and advanced technology to enhance decision-making across various sectors [4][6] - The company serves approximately 9,000 global clients and has a presence in 20 countries, emphasizing innovation and long-term client success [4][6]

Group 1 - The article discusses the worst-performing stocks in the S&P 500 index for September, highlighting significant declines in share prices [1][8]. - CarMax experienced a 24.8% drop in stock value due to disappointing second-quarter results, with revenue and profits down by 25% year over year, reflecting decreased consumer enthusiasm for car purchases [3]. - FactSet Research Systems saw a 22.3% decline, attributed to results that fell below analyst expectations [4]. - Kenvue's stock fell by 21.9%, influenced by negative public perception regarding Tylenol's alleged link to autism following statements from public figures [5]. - Deckers Outdoor's shares decreased by 17.5%, impacted by concerns over tariffs and economic uncertainty, along with disappointing earnings reports [6]. - Synopsys experienced a 16.7% decline due to weakened demand from a major customer and previous export restrictions, which have since been lifted [7]. Group 2 - Despite the declines in these stocks, the S&P 500 index gained 3.5% in September, indicating a broader market resilience [8]. - The article suggests that while some stocks may have fallen due to temporary issues, they could present buying opportunities if the market has overreacted and the company's future remains promising [8][9]. - The Motley Fool Stock Advisor analyst team has identified ten stocks they believe are better investment options than CarMax, indicating a shift in investor focus [10].

IntelligentCross’ JumpStart functionality is now available within FactSet’s Portware EMS, empowering the buy-side to directly access brokers’ low-touch (algo) liquidity NORWALK, Conn., Sept. 25, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced the general availability of IntelligentCross’ JumpStart functionality within FactSet’s Portware execution management system (EMS), making FactSet the first among its comp ...