FactSet Research Systems Inc. (NYSE:FDS) will release earnings for its second quarter before the opening bell on Tuesday, March 31.Analysts expect the company to report quarterly earnings of $4.37 per share. That’s up from $4.28 per share in the year-ago period. The consensus estimate for FactSet Research' quarterly revenue is $604.8 million (it reported $570.66 million last year), according to Benzinga Pro.Ahead of quarterly earnings, RBC Capital analyst Ashish Sabadra, on March 18, maintained FactSet Rese ...

F&D Data complement to traditional data in informing policy, not as a substitute. The central focus of monetary policy is stabili- zation of the business cycle, so there is a premium on accurately and quickly assessing turning points. Nontraditional data can be particularly helpful in these circumstances. That's because government statistics on key variables like unemployment, infla- tion, and economic growth are published weeks or even months after the fact. The delay in releasing private company data is o ...

What happened According to a February 17, 2026 SEC filing, Bamco Inc increased its position in FactSet Research Systems (NYSE:FDS) by 1,069,786 shares during the fourth quarter. Bamco's stake in FactSet Research Systems increased by $317.17 million, reflecting both trading activity and stock price changes. What else to know Bamco Inc acquired this stake, which now accounts for 2.27% of its 13F assets under management as of December 31, 2025. Top holdings post-filing: NASDAQ: TSLA: $5.36 billion (14.5 ...

Core Thesis - S&P Global Inc. is viewed positively, with shares trading at $418.27 and trailing and forward P/E ratios of 36.64 and 24.69 respectively [1][3] Company Overview - S&P Global Inc. provides benchmarks, data, analytics, and workflow solutions across global capital, energy, commodity, and automotive markets [3] - The company plans to spin off its Mobility segment into a standalone public company, Mobility Global, Inc., expected to be completed by mid-2026 [3] Mobility Global Segment - Mobility Global aims to be the leading data and analytics infrastructure for the global automotive value chain, offering high-margin, recurring subscription services [4] - Key products include CARFAX, automotiveMastermind, Polk Automotive Solutions, and Market Scan, which address critical issues in the vehicle markets [5] Competitive Advantages - CARFAX utilizes over 112,000 data sources, serving over 100,000 dealerships and millions of consumers, creating a strong network effect [6] - The predictive Behavior Prediction Score from automotiveMastermind and Polk's extensive 30-year data set provide significant insights and enhance customer retention [6] Financial Profile - Mobility Global has an 81% recurring revenue base and adjusted operating margins of 35.4%, with asset-light operations leading to predictable cash flow [7] - Growth drivers include the expanding used vehicle market, brand equity pricing power, EV adoption, dealer SaaS penetration, international expansion, and a shift towards higher-margin subscription products [7] Strategic Implications - The spin-off allows for strategic autonomy, enabling focused investment in product innovation and M&A, and may lead to a market rerating as a pure-play automotive technology leader [8] - Despite potential short-term execution risks during the separation, Mobility Global's competitive advantages and scalable business model present a compelling investment opportunity [8]

Core Viewpoint - MSCI Inc. is a global provider of research-based data and analytics with a market cap of approximately $40 billion, serving asset managers and institutional investors across various investment solutions [1] Financial Performance - MSCI's shares have underperformed the broader market, declining 5.3% over the past 52 weeks, while the S&P 500 Index has increased nearly 13% [2] - The company's stock is down 5.2% year-to-date, contrasting with the marginal gain of the S&P 500 [2] - In Q4 2025, MSCI reported operating revenue of $822.5 million, reflecting a year-over-year increase of 10.6%, and adjusted EPS of $4.66, up 11.5%, surpassing expectations [4] - The operating margin was 56.4%, and the adjusted EBITDA margin was 62.2%, supported by asset-based fees rising 20.7% and a retention rate of 93.4% [4] Future Outlook - For the fiscal year ending December 2026, analysts project MSCI's adjusted EPS to grow by 12.5% year-over-year to $19.44, with a strong earnings surprise history [5] - The consensus rating among 20 analysts is a "Moderate Buy," with 12 "Strong Buy" ratings, three "Moderate Buys," four "Holds," and one "Strong Sell" [5] Analyst Ratings and Price Targets - Ashish Sabadra of RBC Capital maintains a "Buy" rating on MSCI with a price target of $655, while the mean price target of $673.53 indicates a 23.8% premium to current price levels [6] - The highest price target of $764 suggests a potential upside of 40.4% [6]

Core Insights - S&P Global Inc. has entered a strategic data-sharing collaboration with Verisk to enhance climate catastrophe risk analytics for the insurance and finance sectors [1][2] - The partnership aims to integrate S&P's climate projections with Verisk's insurance modeling, enabling companies to assess both insured and uninsured losses from future climate events [2] - Recent natural disaster losses highlight the need for forward-looking tools to assist insurers, asset managers, and banking professionals in making informed decisions [3] Financial Performance - For fiscal Q4 2025, S&P Global reported a revenue increase of 9.02% year-over-year, reaching $3.92 billion, which exceeded estimates by $5.53 million [4] - The earnings per share (EPS) was $4.30, which was $0.04 below consensus expectations [4] - Management attributed revenue growth to strong performance across all divisions and robust momentum in private markets [4] Company Overview - S&P Global provides benchmarking solutions, financial intelligence, data & analytics, and ratings across various sectors including automotive, commodity, energy, and capital markets [5] - The company operates through five distinct segments: S&P Global Market Intelligence, S&P Global Ratings, S&P Global Energy, S&P Global Mobility, and S&P Dow Jones Indices [5]

Core Viewpoint - S&P Global will participate in Raymond James' 47th Annual Institutional Investors Conference on March 3, 2026, where key executives will discuss the company's strategies and outlook [1]. Group 1: Event Details - Martina Cheung, President and CEO, and Eric Aboaf, CFO, will speak from 11:00 a.m. to 11:30 a.m. (Eastern Time) [1]. - The session will be webcast live and will include forward-looking information [1]. - A replay of the webcast will be available within 24 hours and accessible for 90 days, ending on May 31, 2026 [1]. Group 2: Company Overview - S&P Global provides trusted data, expertise, and technology to help businesses, governments, and individuals make informed decisions [1]. - The company focuses on advancing essential intelligence through benchmarks, data, and insights necessary for economic planning and decision-making [1]. - S&P Global supports clients in assessing investments across various markets and navigating challenges in energy, artificial intelligence, and market evolution [1].

Core Viewpoint - MSCI Incorporated (NYSE:MSCI) is identified as one of the oversold financial stocks with potential investment opportunities, supported by positive analyst ratings and price target increases. Group 1: Analyst Ratings and Price Targets - Jason Haas from Wells Fargo reaffirmed an Equal Weight rating on MSCI and raised the price target from $590 to $618, indicating an upside of almost 18% [1][2] - David Motemaden from Evercore ISI reiterated an Outperform rating on MSCI, increasing the target price from $655 to $690, which offers a revised upside potential of more than 31% [3] Group 2: Company Performance and Outlook - MSCI reported promising fourth-quarter results, with EPS exceeding expectations and a favorable outlook for 2026 EBITDA expenses aligning with consensus [2] - The company continues to show strength in its Index business, with momentum from the third quarter extending into the final quarter [2] Group 3: Company Overview - MSCI provides research-based data and analytics, including indexes, portfolio monitoring tools, and ESG research for portfolio construction and risk management [4]

Core Insights - S&P Global's subscription-based revenue model is a key growth driver, benefiting from low churn rates and strong recurring revenues [3][10] - Recent acquisitions, including ORBCOMM and TeraHelix, enhance the company's capabilities in supply chain and maritime analytics, contributing to revenue growth [4][5] - The company faces challenges such as rising operating costs, liquidity issues, and competition from firms like Moody's and Fitch [2][8][10] Financial Performance - In Q4 2025, S&P Global reported earnings of $1.86 per share, a 14.1% increase year-over-year, but slightly missed consensus estimates [2][10] - Total revenues reached $3.92 billion, exceeding consensus estimates and reflecting a 9% year-over-year growth [2][10] Strategic Acquisitions - The acquisition of ORBCOMM and TeraHelix strengthens S&P Global's maritime offerings and data analytics capabilities [4][5] - The IHS Markit acquisition has improved the S&P Dow Jones and Market Intelligence divisions, enhancing product offerings and market positioning [6] Shareholder Returns - The company has a history of rewarding shareholders through dividends and share repurchases, with $1 billion in dividends and $18.6 billion in share repurchases in 2024 [7] Operational Challenges - Rising expenses due to productivity investments and higher compensation costs are impacting profitability [8] - The current ratio of 0.82 indicates potential liquidity challenges compared to the industry average of 1.03 [9]

Core Viewpoint - S&P Global's stock has dropped 25% in one month due to disappointing 2026 earnings guidance, despite solid revenue growth and strong cash flow, raising questions about whether it represents a buying opportunity [1] Financial Performance - S&P Global reported revenue of $3.92 billion, a 9% year-over-year increase, surpassing the expected $3.91 billion [1] - Non-GAAP earnings rose 14% to $4.30 per share, slightly below the forecast of $4.32 per share [1] - The company achieved a free cash flow margin of 39%, indicating strong cash generation capabilities [1] Business Segments - The company operates four main segments: - Global Commodity Insights and Engineering Solutions, providing specialized energy and commodities data - S&P Global Market Intelligence, offering data and analytics for investors - Dow Jones Indices, managing benchmarks tied to trillions in assets - Global Ratings, delivering key credit ratings for financial markets [1] Dividend and Valuation - S&P Global has a history of over 50 consecutive years of dividend increases, with a current yield of approximately 0.92% and a 10-year dividend growth rate of 10.3% [1] - The stock is currently trading at 21 times earnings estimates, the lowest valuation in five years, compared to a historical average of 30 times [1] Market Sentiment and Guidance - The company's guidance for adjusted earnings of $19.40 to $19.65 per share fell short of the $19.96 consensus, contributing to negative market sentiment [1] - S&P Global's stock has decreased 24% over the past year and nearly 22% year-to-date, reflecting broader selling pressure in the software sector [1] Competitive Advantage - Unlike typical software firms, S&P Global possesses unique, hard-to-replicate data assets, which are less susceptible to competition from AI [1] - Analysts project a 40% upside for the stock, with an average price target of $576 per share, despite recent downward adjustments [1]