FACTSET RESEARCH SYSTEMS INC (FDS)
NYSE · Software & IT Services · Services-Computer Programming, Data Processing, Etc.
- Price
- $279.43
- Day
- +1.09%
- Market cap
- $9.94B
- P/E
- 17.6
Close 2026-09-23.
The company
Business Overview FactSet is a global financial digital platform and enterprise solutions provider with open and flexible technologies that deliver financial intelligence to investment professionals worldwide. Our platform delivers expansive data, sophisticated analytics, and flexible, artificial intelligence ("AI")-powered technologies used by global financial professionals to power their critical investment workflows. As of August 31, 2025, we had approximately 9,000 clients comprised of over 237,000 investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge funds, corporate users, and private equity and venture capital professionals. Our revenues are primarily derived from subscriptions to our multi-asset class data and solutions powered by our connected data and technology platform. Our products and services include workstations, portfolio analytics and enterprise data solutions. We also offer managed services that operate as an extension of our clients' internal teams to support data, performance, risk and reporting workflows. We drive our business based on a detailed understanding of our clients’ workflows, which helps us to solve their most complex challenges. We provide financial data and market intelligence on securities, companies, industries and people to enable our clients to research investment ideas and analyze, monitor and manage their portfolios.
From Item 1: Business Overview.
By business segment
- Americas — 65%
- EMEA — 25%
- Asia Pacific — 10%
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- BAMCO INC /NY/ — $966.53M
- VANGUARD CAPITAL MANAGEMENT LLC — $547.52M
- STATE STREET CORP — $431.14M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $409.85M
- AQR CAPITAL MANAGEMENT LLC — $382.24M
- BlackRock, Inc. — $292.77M
- LOOMIS SAYLES & CO L P — $290.2M
- GEODE CAPITAL MANAGEMENT, LLC — $289.38M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- Frank Malcolm (Director) sold 1,045 shares at $295.02 on 2026-01-12
- Frank Malcolm (Director) sold 1,527 shares at $296.17 on 2026-01-12
- SIEGEL LAURIE (Director) sold 1,984 shares at $296.12 on 2026-01-08
- SIEGEL LAURIE (Director) sold 588 shares at $296.67 on 2026-01-08
- Skoko Goran (EVP, Chief Revenue Officer) bought 500 shares at $252.93 on 2025-11-06
- Shan Helen L. (EVP, Chief Financial Officer) bought 370 shares at $275.48 on 2025-10-06
Recent filings
- 8-K — 2026-08-31
- SCHEDULE 13G/A — 2026-08-14
- 3 — 2026-08-12
- 10-Q — 2026-07-01
- 8-K — 2026-07-01
- 4 — 2026-05-05
- SCHEDULE 13G — 2026-04-29
- 3 — 2026-04-22
- 8-K — 2026-04-08
- 10-Q — 2026-04-02