Financial Performance - Q1 GAAP revenues were $607.6 million, up 6.9% from Q1 2025, driven by institutional buy-side and dealmakers clients [4] - Q1 GAAP diluted EPS increased 4.4% to $4.06, while adjusted diluted EPS rose 3.2% to $4.51 compared to the prior year [4] - Revenues for the three months ended November 30, 2025, increased to $607,621,000, a 6.9% rise from $568,667,000 in the same period of 2024 [26] - Net income for the same period was $152,580,000, reflecting a 1.7% increase compared to $150,022,000 in 2024 [26] - Basic earnings per share rose to $4.08, up from $3.95, marking a 3.3% increase [26] - Organic revenues, excluding the impact of acquisitions and currency changes, were $600,029,000, a 6.0% increase from $566,017,000 [30] - Adjusted operating income for the quarter was $220,094,000, a 3.0% increase from $213,750,000 in the previous year [33] - EBITDA for the three months ended November 30, 2025, was $247,646,000, representing a 7.7% increase from $229,856,000 in 2024 [33] Cash Flow and Operating Activities - Net cash provided by operating activities was $121.3 million, a 40.4% increase year-over-year, with free cash flow rising 49.5% to $90.4 million [4] - The company reported a net cash provided by operating activities of $121,284,000, compared to $86,372,000 in the same period last year [29] - Free cash flow for the three months ended November 30, 2025, increased by 49.5% to $90,437 thousand compared to $60,498 thousand in the prior year [36] - Net cash provided for operating activities rose by 40.4% to $121,284 thousand from $86,372 thousand year-over-year [36] Annual Subscription Value (ASV) - Organic ASV was $2,389.6 million at November 30, 2025, reflecting a year-over-year increase of 5.9% or $132.9 million [4] - Annual ASV retention was greater than 95%, with a client count of 9,003 as of November 30, 2025 [11] - ASV from the Americas was $1,575.8 million, with organic ASV increasing 6.4% to $1,556.5 million [8] - Organic Annual Subscription Value (ASV) as of November 30, 2025, is reported at $2,389.6 million, reflecting an organic ASV annual growth rate of 5.9% [39] Guidance and Projections - Fiscal 2026 expectations include GAAP revenues projected between $2,423 million and $2,448 million [17] - Organic ASV is expected to grow between $100 million and $150 million during fiscal 2026 [17] - Fiscal 2026 revenue guidance ranges from $2,423 million to $2,448 million [34] - Adjusted operating income is projected between $832 million and $860 million, with an adjusted operating margin of 34.0% to 35.5% [34] - Net income guidance is set between $550 million and $577 million, with adjusted net income ranging from $640 million to $665 million [34] - Diluted earnings per share are expected to be between $14.55 and $15.25, with adjusted diluted EPS ranging from $16.90 to $17.60 [34] Costs and Margins - GAAP operating margin decreased to 31.6%, down approximately 200 bps year-over-year, primarily due to higher costs [4] - The adjusted tax rates for calculating adjusted net income and adjusted diluted EPS were 19.6% for the three months ended November 30, 2025, and 25.2% for the same period in 2024 [37] - The company reported intangible asset amortization of $75 million for fiscal 2026 guidance [34] Balance Sheet - Total assets decreased to $4,220,784,000 from $4,304,272,000 since August 31, 2025 [28] - Total liabilities decreased to $2,052,900,000 from $2,117,859,000 since August 31, 2025 [28] - Cash and cash equivalents at the end of the period were $275,448,000, down from $337,651,000 [28] Share Repurchase - FactSet's Board approved an increase in share repurchase authorization from $400 million to $1 billion [4] Foreign Currency and Acquisitions - The impact from foreign currency movements on ASV was $2.4 million, while acquisition ASV decreased by $23.9 million [39]

While much of the market has bulked up on artificial intelligence and large technology companies in 2025, billionaire fund manager Ron Baron said on this week's CNBC "ETF Edge" that investors should be looking across more market caps and sectors for the best opportunities. That is starting to happen, as many investors rotate out of tech stocks and search for value across the market, including in the financial sector. Baron cited two financial sector companies that his firm Baron Capital owns, MSCI and FactS ...

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Company Overview - FactSet Research Systems Inc. has a market cap of approximately $11 billion and provides a global financial digital platform and enterprise solutions for the investment community, offering data, analytics, and workflow solutions across the investment lifecycle [1] Upcoming Earnings Announcement - The company is set to announce its fiscal Q1 2026 results on December 18, with analysts forecasting an adjusted EPS of $4.39, a slight increase from $4.37 in the same quarter last year [2] Financial Performance Expectations - For fiscal 2026, analysts expect an adjusted EPS of $17.31, reflecting a 1.9% increase from $16.98 in fiscal 2025, and a further anticipated growth of 9.8% year-over-year to $19 in fiscal 2027 [3] Stock Performance - FactSet shares have decreased by 39.9% over the past 52 weeks, underperforming compared to the S&P 500 Index, which rose nearly 12%, and the Financial Select Sector SPDR Fund, which returned 10.5% during the same period [4] Recent Earnings Report - Despite reporting better-than-expected Q4 2025 revenue of $596.9 million, shares fell by 10.4% due to an adjusted EPS of $4.05 that missed estimates, alongside concerns about margin pressure with Q4 adjusted operating margin declining to 33.8% and fiscal 2025 adjusted operating margin falling by 150 basis points to 36.3% [5] Analyst Ratings - The consensus view on FactSet stock is cautious, with a "Hold" rating overall; among 19 analysts, two recommend "Strong Buy," 11 have a "Hold," and six suggest "Strong Sell," with an average price target of $322.07 indicating a potential upside of 9.9% from current levels [6]

Earnings Report - FactSet Research Systems Inc. is set to release its first-quarter earnings results on December 18, with expected earnings of $4.37 per share, unchanged from the same period last year [1] - The consensus estimate for quarterly revenue is $600.45 million, an increase from $568.67 million reported in the previous year [1] Stock Performance - On September 18, FactSet issued FY2026 EPS guidance that fell below estimates, leading to a 0.3% increase in shares, closing at $293.00 [2] Analyst Ratings - Wells Fargo analyst maintained an Underweight rating, reducing the price target from $296 to $260 [3] - UBS analyst upgraded the stock from Neutral to Buy, lowering the price target from $480 to $425 [3] - BMO Capital analyst kept a Market Perform rating, cutting the price target from $452 to $324 [3] - Morgan Stanley analyst maintained an Underweight rating, reducing the price target from $393 to $293 [3] - Stifel analyst held a Hold rating, lowering the price target from $464 to $372 [3]

FactSet Research Systems Inc. (NYSE:FDS) will release earnings results for its first quarter before the opening bell on Thursday, Dec. 18.Analysts expect the Norwalk, Connecticut-based company to report quarterly earnings at $4.37 per share, compared to $4.37 per share in the year-ago period. The consensus estimate for FactSet Research's quarterly revenue is $600.45 million. Last year, it reported $568.67 million in revenue, according to Benzinga Pro.On Sept. 18, FactSet issued FY2026 EPS guidance below est ...

Core Viewpoint - FactSet Research Systems Inc. (FDS) is experiencing significant stock underperformance despite its strong market position and high client retention in the financial data and analytics sector [1][3][4]. Company Overview - FactSet has a market capitalization of $10.9 billion, classifying it as a large-cap stock, which highlights its size and influence in the financial sector [1][2]. - The company operates a subscription-based model, serving asset managers, banks, hedge funds, and corporations globally [1]. Stock Performance - FactSet's stock has declined 41% from its 52-week high of $496.90, with a 15.1% drop over the past three months, underperforming the Financial Select Sector SPDR Fund (XLF), which rose by 2% during the same period [3]. - Over the past year, FDS shares have decreased by 39.9%, and by 30.5% in the last six months, while XLF advanced by 10.5% and 8.1% respectively [4]. - The stock has remained below its 200-day moving average since early June, although a recent move above the 50-day moving average indicates potential short-term stabilization [4]. Recent Developments - On December 4, FactSet announced its market intelligence is now available through Amazon Quick Research, allowing clients to integrate FactSet data with AWS cloud environments, which supports AI-driven strategies [6]. - Following this announcement, FDS shares rose more than 4% in the next trading session [6]. Competitive Position - In comparison, rival S&P Global Inc. (SPGI) has only seen a marginal decline over the past year and a 1% dip over the past six months, emphasizing FactSet's relative underperformance in the market [7].

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]

Core Viewpoint - Wall Street analysts predict that FactSet Research (FDS) will report quarterly earnings of $4.39 per share, reflecting a year-over-year increase of 0.5%, with revenues expected to reach $599.48 million, a 5.4% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.1% lower over the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock price performance [3]. Revenue Projections - Analysts estimate 'Revenues from clients- International' to be $207.74 million, representing a 3.1% increase from the year-ago quarter [5]. - The consensus estimate for 'Revenues from clients- US' is $390.23 million, indicating a year-over-year change of 6.3% [5]. - 'Total Annual Subscription Value' is expected to reach $2.41 billion, up from $2.27 billion reported in the same quarter last year [5]. Key Metrics - Analysts project 'ASV from buy-side clients' to remain at 82.1%, consistent with the previous year's figure [6]. - 'Total Users' are forecasted to reach 231,131, an increase from 218,267 reported in the same quarter last year [6]. Market Performance - Over the past month, shares of FactSet have returned +6.8%, contrasting with the Zacks S&P 500 composite's -0.2% change [6]. - FactSet currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [6].