Factset Research Systems FDS · USD
Financials · Capital Markets · US listing · 🇺🇸 United States
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About Factset Research Systems
From its filings with the US Securities and Exchange Commission
Factset Research Systems is based in Norwalk, Connecticut and is incorporated in Delaware. Its shares trade on NYSE under the ticker FDS. It is a member of the S&P 500. The SEC classifies its business as computer programming, data processing, etc.. In the fiscal year to 31 August 2026, it reported revenue of $2.48bn and net income of $533.5m. At that date it held total assets of $4.14bn and shareholders' equity of $2.00bn.
FactSet Research Systems Inc. and its wholly-owned subsidiaries ("we," "our," "us," the "Company" or "FactSet") was founded in 1978 and has been publicly traded since June 1996. We are dual-listed on the New York Stock Exchange ("NYSE") and the Nasdaq Stock Market ("Nasdaq") under the symbol "FDS". FactSet has been a member of the S&P 500 since December 2021.
FactSet is a global data and artificial intelligence ("AI") solutions provider to the financial markets with open and flexible technologies that deliver financial intelligence to finance professionals worldwide.
Our platform delivers expansive data, sophisticated analytics, and flexible, AI-powered technologies used by global financial professionals to power their critical investment, dealmaking and advisory workflows. As of August 31, 2026, we had more than 9,200 clients and over 260,000 professionals using our solutions, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge fund professionals, corporate users, private equity and venture capital professionals, and market infrastructure participants. Our revenues are primarily derived from subscriptions to our multi-asset class data and solutions that include workstations, portfolio analytics, enterprise data solutions, and AI solutions. We also offer managed services that operate as an extension of our clients' internal teams to support data, performance, risk and reporting, and AI-enabled workflows.
Quoted from its 10-K, filed 20 Oct 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Financials
- Industry
- Capital Markets
- Listed since
- 28 Jun 1996
- Employees
- 12,800
- Website
- factset.com ↗
- Head office
- 45 GLOVER AVENUE, NORWALK, CT, 06850
- Incorporated in
- DE
- Classification
- Services-Computer Programming, Data Processing, Etc.
- Filer status
- Large accelerated filer
Leadership
Pay as last reported
- Ms. Robin AbramsIndependent Chairman of the Board$230,422
- Mr. Sanoke ViswanathanChief Executive Officer, Director, since 2025
- Ms. Helen ShanChief Financial Officer, Executive Vice President$2.7m
- Ms. Catrina HardingChief People Officer, Executive Vice President$1.8m
- Ms. Katherine SteppExecutive Vice President, Chief Technology Officer$2.0m
- Mr. Goran SkokoExecutive Vice President, Chief Revenue Officer, Managing Director - EMEA and Asia Pacific, since 2024$2.4m
- Mr. John CostiganExecutive Vice President, Chief Data Officer
- Mr. Christopher EllisExecutive Vice President, Head of Strategic Initiatives and Partnerships
- Ms. Kristina KarnovskyExecutive Vice President, Head of Dealmakers and Wealth
- Mr. Robert RobieExecutive Vice President, Head of Institutional Buyside$1.8m
- Mr. James McgonigleLead Independent Director$210,171
- Mr. Barak EilamDirector
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 88
- Environment
- 86
- Social
- 96
- Governance
- 81
- Direct emissions (scope 1)
- 3,815 t
- Energy emissions (scope 2)
- 9,630 t
- Value chain emissions (scope 3)
- 62,687 t
- Women in the workforce
- 41.2%
- Carbon reduction policy
- Yes
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Factset Research Systems Inc has several key strengths that contribute to its success in the market. Firstly, the company has a strong reputation for providing high-quality and reliable financial data. This has earned them the trust of their clients and positioned them as a leader in their industry. Secondly, Factset has a robust and comprehensive product offering, which includes a wide range of analytics and research tools. This allows them to serve the diverse needs of their clients effectively. Lastly, the company has a global presence, with offices in various countries. This enables them to cater to clients on a global scale and benefit from a diversified revenue stream.
Weaknesses
- Despite its strengths, Factset Research Systems Inc also has a few weaknesses that it needs to address. One of the weaknesses is its dependence on a relatively small number of large institutional clients. This concentration can make the company vulnerable to the loss of a key client or a decline in demand from these clients. Additionally, Factset faces strong competition from other financial data providers in the market. This competition puts pressure on their pricing and profitability and requires continuous innovation to stay ahead.
Opportunities
- There are several opportunities for Factset Research Systems Inc to leverage and expand its business. One key opportunity is the increasing demand for financial analytics and data-driven insights across industries. The company can further penetrate new markets and industries by customizing its products and services to address specific client needs. Additionally, Factset can explore strategic partnerships or acquisitions to enhance its capabilities and broaden its market reach. Moreover, the growing importance of ESG (Environmental, Social, and Governance) factors presents an opportunity for Factset to develop new products and services in this emerging field.
Threats
- Factset Research Systems Inc faces certain threats that could impact its growth and market position. Firstly, the company is vulnerable to fluctuations in global economic conditions, as a significant portion of its revenue comes from financial institutions whose performance is correlated with the economy. Economic downturns can lead to reduced spending on financial services and solutions, affecting Factset's revenue. Secondly, the constantly evolving technology landscape poses a threat. Competitors may develop more advanced analytics solutions or disrupt the market with new technologies. Factset needs to stay agile and invest in innovation to keep up with these changes.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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