For the quarter ended February 2026, FactSet Research (FDS) reported revenue of $611.02 million, up 7.1% over the same period last year. EPS came in at $4.46, compared to $4.28 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $605.02 million, representing a surprise of +0.99%. The company delivered an EPS surprise of +2.03%, with the consensus EPS estimate being $4.37.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- a ...

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 ...

The upcoming report from FactSet Research (FDS) is expected to reveal quarterly earnings of $4.37 per share, indicating an increase of 2.1% compared to the year-ago period. Analysts forecast revenues of $605.02 million, representing an increase of 6% year over year.Over the last 30 days, there has been an upward revision of 0.3% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the cou ...

Core Insights - FactSet Research reported revenue of $607.62 million for the quarter ended November 2025, marking a year-over-year increase of 6.9% and exceeding the Zacks Consensus Estimate of $599.48 million by 1.36% [1] - The company achieved an EPS of $4.51, up from $4.37 a year ago, with an EPS surprise of 2.73% compared to the consensus estimate of $4.39 [1] Financial Performance Metrics - Total Annual Subscription Value stood at $2.41 billion, aligning with the average estimate from three analysts [4] - The total number of clients reached 9,003, surpassing the average estimate of 8,887 from two analysts [4] - Total users increased to 239,863, exceeding the average estimate of 231,131 from two analysts [4] - Revenue from US clients was reported at $396.2 million, above the average estimate of $390.23 million, reflecting a year-over-year change of 7.9% [4] Stock Performance - FactSet shares have returned +10.9% over the past month, significantly outperforming the Zacks S&P 500 composite's +0.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [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].

Core Insights - S&P Global Inc. (NYSE:SPGI) is recognized as one of the 15 Best Long Term Stocks to Buy according to Reddit [1] - BMO Capital has raised its price target for S&P Global to $546 from $538, maintaining an Outperform rating after the company's Investor Day [2] - The company announced a $2.5 billion share repurchase plan for Q4 2025, which will utilize approximately 85% of its adjusted free cash flow for that year [3] - S&P Global projects total revenue growth of 7-8% and adjusted margins of 50-50.5%, while maintaining a strong dividend history with a payout ratio of only 22% of 2025 earnings estimates [4] Financial Performance - The planned share repurchase of $2.5 billion will be funded by proceeds from the OSTTRA divestiture [3] - The acquisition of With Intelligence will be financed through $1 billion in incremental debt and cash on hand [3] - The company has increased dividends for 53 consecutive years, indicating a reliable dividend-paying history [4] Market Outlook - S&P Global's enterprise outlook has been raised, projecting a revenue growth of 7-8% [4] - The company’s adjusted margins are expected to be between 50% and 50.5% [4]

Core Insights - FactSet Research reported revenue of $596.9 million for the quarter ended August 2025, marking a year-over-year increase of 6.2% and a surprise of +0.73% over the Zacks Consensus Estimate of $592.55 million [1] - The EPS for the same period was $4.05, compared to $3.74 a year ago, but fell short of the consensus estimate of $4.15, resulting in an EPS surprise of -2.41% [1] Financial Performance Metrics - Total Annual Subscription Value (ASV) reached $2.41 billion, slightly above the estimated $2.4 billion [4] - Total Clients increased to 8,996, surpassing the average estimate of 8,856 [4] - Total Users rose to 237,324, exceeding the average estimate of 225,183 [4] - ASV from buy-side clients was 82%, close to the average estimate of 82.3% [4] - Domestic ASV was reported at $1.57 billion, above the average estimate of $1.55 billion [4] - International ASV was $835.5 million, slightly below the average estimate of $850.35 million [4] - Organic ASV was $2.37 billion, significantly higher than the average estimate of $2.06 billion [4] - ASV from sell-side clients was 18%, compared to the average estimate of 17.7% [4] Revenue Breakdown - Revenues from US clients were $388.7 million, exceeding the average estimate of $383.83 million, with a year-over-year change of +7.2% [4] - Revenues from international clients reached $208.2 million, slightly above the average estimate of $208.09 million, reflecting a year-over-year change of +4.3% [4] - Revenues from Asia Pacific clients were $60.8 million, compared to the average estimate of $60.66 million, showing a year-over-year change of +7.4% [4] - Revenues from EMEA clients totaled $147.4 million, in line with the average estimate of $147.48 million, representing a year-over-year change of +3% [4] Stock Performance - FactSet shares have returned -13.3% over the past month, contrasting with the Zacks S&P 500 composite's +2.5% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Group 1 - FactSet Research Systems Inc. is set to release its fourth-quarter earnings on September 18, with expected earnings of $4.13 per share, an increase from $3.74 per share in the same period last year [1] - The projected quarterly revenue for FactSet is $593.44 million, up from $562.19 million a year earlier [1] - On September 16, BlueMatrix announced the acquisition of the RMS Partners business from FactSet, which led to a slight decline in FactSet's share price by 0.1% to $344.39 [2] Group 2 - Analyst ratings for FactSet show varied opinions, with Wells Fargo maintaining an Underweight rating and lowering the price target from $405 to $355 [5] - Raymond James upgraded FactSet from Underperform to Market Perform, while BMO Capital maintained a Market Perform rating and slightly increased the price target from $448 to $452 [5] - RBC Capital reiterated a Sector Perform rating with a price target of $503, and Morgan Stanley maintained an Underweight rating with a minor increase in the price target from $390 to $393 [5]

Core Insights - FactSet Research reported revenue of $585.52 million for the quarter ended May 2025, marking a year-over-year increase of 5.9% [1] - The earnings per share (EPS) for the same period was $4.27, slightly down from $4.37 a year ago, with an EPS surprise of -0.93% compared to the consensus estimate of $4.31 [1] Financial Performance Metrics - Total Annual Subscription Value (ASV) reached $2.34 billion, exceeding the average estimate of $2.32 billion [4] - The total number of clients increased to 8,811, surpassing the estimated 8,718 [4] - Total users were reported at 220,496, slightly below the average estimate of 225,123 [4] - ASV from buy-side clients remained stable at 82.3%, matching the average estimate [4] - Domestic ASV was reported at $1.51 billion, slightly above the estimated $1.50 billion [4] - International ASV was $822 million, marginally below the estimate of $824.51 million [4] - Organic ASV was $2.30 billion, just under the average estimate of $2.31 billion [4] Revenue Breakdown - Revenues from U.S. clients were $380.5 million, exceeding the average estimate of $376.58 million, reflecting a year-over-year increase of 6.7% [4] - Revenues from international clients totaled $205 million, slightly above the estimate of $204.15 million, with a year-over-year change of 4.5% [4] - Revenues from Asia Pacific clients were reported at $59.30 million, above the average estimate of $58.64 million, representing a year-over-year increase of 7.8% [4] - Revenues from EMEA clients reached $145.70 million, marginally exceeding the estimate of $145.59 million, with a year-over-year change of 3.2% [4] Stock Performance - FactSet shares have returned -8.7% over the past month, contrasting with the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Financial Performance - FactSet's revenues for the second quarter of fiscal year 2025 reached $570660000, a 45% increase compared to $545945000 in the same period last year[29] - Organic revenues grew by 40% to $567985000[29,45] - Adjusted diluted EPS increased by 14% year-over-year to $428[12,29] - Free cash flow increased by 233% to $150219000[29,56] Key Metrics - Organic ASV (Annual Subscription Value) grew by 41%[12] - Total Organic ASV reached $2276000000, with Americas contributing $1475000000, EMEA $571000000, and Asia Pacific $230000000[24] - Client retention rate remained high at over 95%[14] - Client count increased by 8% year-over-year[22] - User count increased by 6% since Q2 2024[17] Capital Allocation - The company steadily increased annual dividends and continued share repurchases in the second quarter 2025[30] Fiscal Year 2025 Outlook - The company narrowed its organic ASV growth guidance range to between $100000000 and $130000000, representing approximately 44% to 58% growth[34] - Revenue guidance was increased to a range of $2305000000 to $2325000000[34] - Adjusted operating margin guidance was reaffirmed at 360% to 370%[34] - Adjusted diluted EPS guidance was reaffirmed at $1680 to $1740[34]