FactSet stock price has crashed this year, mirroring the performance of other companies in the data services industry like MorningStar. FDS has dropped by 41% from its highest level in November, lower... ...

Core Insights - FactSet has launched the industry's first production-grade model context protocol (MCP) server, providing real-time access to financial intelligence for AI systems without intermediaries [1][2][3] - The MCP server allows direct interaction with curated financial datasets, facilitating the integration of authoritative market intelligence into AI workflows [2][3] - Initial client feedback indicates the transformative potential of the MCP server, with plans for an aggressive roadmap to enhance AI-driven innovation in the financial sector [3][4] Company Overview - FactSet is a global financial digital platform and enterprise solutions provider, serving approximately 9,000 global clients and over 237,000 individual users [6] - The company integrates proprietary financial data, client datasets, and third-party sources to deliver tailored solutions across various sectors, including buy-side, sell-side, and private equity [6] - With over 47 years of expertise and a presence in 19 countries, FactSet leverages advanced data connectivity and AI tools to enhance decision-making and productivity [6] Product Features - The MCP server provides seamless access to nine key datasets, including fundamentals, consensus estimates, ownership information, and global M&A intelligence [4][7] - Unlike demo MCP servers, FactSet's solution offers direct, governed, production access to financial intelligence, specifically designed for AI systems [4] - The MCP server is positioned to add value for CTOs, CIOs, and innovation leaders in building enterprise AI strategies [3]

Wall Street analysts forecast that FactSet Research (FDS) will report quarterly earnings of $4.39 per share in its upcoming release, pointing to a year-over-year increase of 0.5%. It is anticipated that revenues will amount to $599.48 million, exhibiting an increase of 5.4% compared to the year-ago quarter.The consensus EPS estimate for the quarter has been revised 0.1% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their ini ...

Key Takeaways FactSet reports 1Q26 results on Dec. 18, before market open.Revenues are expected to reach $599.5M, with gains led by the Americas, EMEA and the Asia Pacific.Earnings are estimated at $4.39 per share, signaling a modest y/y increase.FactSet Research Systems Inc. (FDS) is set to report first-quarter fiscal 2026 results on Dec. 18, before market open.FDS surpassed the Zacks Consensus Estimate in two of four quarters and missed twice, delivering an average surprise of 0.1%.FactSet’s Q1 Expectatio ...

FactSet Research Systems Inc. (NYSE: FDS ) has been one of the biggest losers in 2025, dropping around 39% YTD, while it was initially one of the best compounders on the market. As a previous user of FactSetAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything ...

Group 1 - The upcoming year 2026 is expected to be crucial for stock pickers, as previous successful strategies may not yield the same results due to changing market conditions [2][4] - The analysts at InvestorPlace achieved significant outperformance in 2025, with their recommendations surpassing the S&P 500 by nearly 1,000 basis points [2][3] - The new strategy for Power Portfolio 2026 will shift focus from AI stocks to 11 companies poised to benefit from a significant investment boom driven by U.S. government spending [5][6] Group 2 - The U.S. government is anticipated to initiate an $11.3 trillion investment bonanza aimed at revitalizing the economy, which will be discussed in the upcoming American Dream 2.0 Summit [6][8] - PayPal Holdings Inc. is highlighted as a top stock for 2026 due to its unique position as the first payments platform integrated with ChatGPT, despite not making it into the final Power Portfolio [10][15] - FactSet Research Systems Inc. is identified as an acquisition target with a potential 20% upside over the next three years, driven by increased M&A activity and its low valuation [16][18][20] - Tronox Holdings PLC is noted for its position in the titanium dioxide market, with potential for significant upside if business conditions normalize, although it is considered too risky for the Power Portfolio [26][29]

NORWALK, Conn., Dec. 04, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS) (NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, announced today that its trusted market intelligence is now available via Amazon Quick Research. Built for AI leaders with CTO, CIO, and similar designations who are managing enterprise-level AI strategy, Quick Research offers a bridge between a client’s existing FactSet subscription and that same client’s AWS cloud platform, streamlining the research proc ...

Core Insights - FactSet and Arcesium have formed a strategic partnership to create a unified investment management solution that integrates front, middle, and back office workflows across public, private, and alternative markets, addressing the industry's need for streamlined operations and data connectivity [1][2][5] Industry Challenges - Data fragmentation is identified as the primary operational challenge for asset managers, with regulatory compliance costs reportedly doubling over the past decade, prompting firms to innovate and adapt their operations [2] - The convergence of public and private markets is leading to significant shifts in capital allocation and competition, with mega-managers capturing 46% of capital raised while representing less than 3% of managers [4] Solution Features - The partnership offers an end-to-end solution that integrates analytics engines, data pipelines, and AI-powered workflows, enabling deeper due diligence and streamlined portfolio monitoring across various asset classes [2][6] - The platform combines FactSet's front and middle-office analytics with Arcesium's back-office technology, including Investment Book of Record (IBOR) and Accounting Book of Record (ABOR), providing a single source of truth for investment and compliance teams [8][9] Market Trends - Private credit fundraising has reached record levels, increasing from $198 billion in 2023 to $210 billion in 2024, with $124 billion raised in the first half of 2025, indicating a growing interest in private market investments [4] - As global private capital continues to expand, asset owners and managers face rising demands for data transparency and increasingly complex portfolios, which the FactSet-Arcesium partnership aims to address [5] Technological Integration - The collaboration leverages FactSet's global data infrastructure and Arcesium's cloud-native technology to enhance data consistency and analytics, facilitating the integration of middle and back-office functions that have historically been underserved [6][10] - The unified platform is designed to empower asset managers to streamline operations, automate processes, and adapt to evolving regulatory demands without vendor lock-in [6]

Core Insights - The article discusses the author's background in analytics and accounting, highlighting over 10 years of experience in the investment sector, progressing from an analyst to a management role [1]. Group 1 - The author holds a master's degree in Analytics from Northwestern University and a bachelor's degree in Accounting [1]. - The author has a personal interest in dividend investing and aims to share insights with the Seeking Alpha community [1]. Group 2 - The author has disclosed a beneficial long position in several companies, including ABBV, ADP, CTAS, FDS, HRL, JNJ, LOW, NEE, O, PEP, TROW, and WST, through various financial instruments [2]. - The article expresses the author's personal opinions and does not involve compensation from any mentioned companies [2].

Core Insights - FactSet Research Systems Inc. (FDS) is valued at a market cap of $10.2 billion and provides financial digital platforms and enterprise solutions for the investment community [1] - FDS shares have significantly underperformed the broader market, declining 44.3% over the past 52 weeks compared to an 11% increase in the S&P 500 Index [2] - The company's Q4 earnings report showed a revenue increase of 6.2% year-over-year to $596.9 million, but an adjusted operating margin decline of 200 basis points and adjusted EPS of $4.05 fell 2.4% short of expectations [4] Performance Comparison - FDS has notably lagged behind the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI), which gained 11.6% over the past 52 weeks and 17.7% year-to-date [3] - Year-to-date, FDS stock is down 43.4%, while the S&P 500 has returned 14% [2] Earnings and Analyst Ratings - For fiscal 2026, analysts expect FDS' EPS to grow 1.9% year-over-year to $17.30, with a mixed earnings surprise history [5] - The consensus rating among 19 analysts is a "Hold," with two "Strong Buy," ten "Hold," and seven "Strong Sell" ratings [5] - UBS Group AG upgraded FDS to "Buy" with a price target of $425, indicating a 53.3% potential upside from current levels [6]