FactSet Appoints Helen Shan As CFO, Effective Immediately; Reaffirms Full-Year Fiscal 2024 Guidance

7/23/24 8:32:48 AM ET

$FDS

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Current FactSet Executive Goran Skoko to Take on Role of Chief Revenue Officer

Company Reaffirms Full-Year Fiscal 2024 Guidance

NORWALK, Conn., July 23, 2024 (GLOBE NEWSWIRE) -- FactSet ("FactSet" or the "Company") (NYSE:FDS) (NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced that Helen Shan, a seasoned FactSet executive who currently serves as Executive Vice President and Chief Revenue Officer, has been appointed Chief Financial Officer, effective immediately. Shan succeeds Linda Huber, who is transitioning out of the Company.

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Recent Analyst Ratings for
$FDS

Date	Price Target	Rating	Analyst
10/9/2024	$420.00 → $380.00	Neutral → Sell	Redburn Atlantic
10/2/2024	$470.00	In-line	Evercore ISI
8/13/2024	$435.00	Equal Weight	Wells Fargo
5/30/2024	$500.00 → $407.00	Neutral → Underperform	BofA Securities
4/11/2024	$430.00	Underperform	Wolfe Research
3/22/2024	$480.00 → $460.00	Overweight → Equal Weight	Barclays
12/8/2023	$471.00 → $480.00	Buy → Hold	Deutsche Bank
8/25/2023	$500.00 → $464.00	Outperform → Sector Perform	RBC Capital Mkts

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Octus Announces Megan A. Jones as General Counsel
Octus, formerly Reorg, the leading provider of global credit intelligence and data, today announces the appointment of Megan A. Jones as General Counsel and as a member of the company's executive leadership team. Jones will lead the legal and compliance teams and oversee all legal and corporate governance matters at Octus. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250210324747/en/Megan A. Jones (Photo: Business Wire) Joining Octus from FactSet (NYSE:FDS), an open data and software solutions provider to the global investment community, Jones has deep familiarity with financial services technology and market content. At FactS
2/10/25 8:00:00 AM ET
$FDS
Computer Software: Programming, Data Processing
Technology
FactSet Acquires LiquidityBook
Integrating adjacent workflows across the front office to connect the full portfolio life cycle Adds technology-forward order management (OMS) and investment book of record (IBOR) capabilities NORWALK, Conn., Feb. 10, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS, NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced the acquisition of LiquidityBook for a gross purchase price of $246.5 million in cash. LiquidityBook provides cloud-native trading solutions to hedge fund, asset and wealth management, outsourced trading, and sell-side middle office clients and operates a proprietary FIX network that enables streamlined connectivity to over 200 br
2/10/25 6:00:00 AM ET
$FDS
Computer Software: Programming, Data Processing
Technology
FactSet Declares Dividend
NORWALK, Conn., Feb. 04, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS, NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced that its Board of Directors approved a regular quarterly cash dividend of $1.04 per share. The cash dividend will be paid on March 20, 2025, to holders of record of FactSet's common stock at the close of business on February 28, 2025. About FactSet FactSet (NYSE:FDS, NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 218,000 i
2/4/25 7:00:00 AM ET
$FDS
Computer Software: Programming, Data Processing
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$FDS
Financials

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FactSet Acquires LiquidityBook
Integrating adjacent workflows across the front office to connect the full portfolio life cycle Adds technology-forward order management (OMS) and investment book of record (IBOR) capabilities NORWALK, Conn., Feb. 10, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS, NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced the acquisition of LiquidityBook for a gross purchase price of $246.5 million in cash. LiquidityBook provides cloud-native trading solutions to hedge fund, asset and wealth management, outsourced trading, and sell-side middle office clients and operates a proprietary FIX network that enables streamlined connectivity to over 200 br
2/10/25 6:00:00 AM ET
$FDS
Computer Software: Programming, Data Processing
Technology
FactSet Declares Dividend
NORWALK, Conn., Feb. 04, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS, NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced that its Board of Directors approved a regular quarterly cash dividend of $1.04 per share. The cash dividend will be paid on March 20, 2025, to holders of record of FactSet's common stock at the close of business on February 28, 2025. About FactSet FactSet (NYSE:FDS, NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 218,000 i
2/4/25 7:00:00 AM ET
$FDS
Computer Software: Programming, Data Processing
Technology
FactSet Reports Results for First Quarter 2025
Q1 GAAP revenues of $568.7 million, up 4.9% from Q1 2024.Organic Q1 ASV of $2,258.8 million, up 4.5% year over year.Q1 GAAP operating margin of 33.6%, down approximately 120 bps year over year, and adjusted operating margin of 37.6%, consistent with the prior year.Q1 GAAP diluted EPS of $3.89, up 1.3% from the prior year, and adjusted diluted EPS of $4.37, up 6.1% year over year. NORWALK, Conn., Dec. 19, 2024 (GLOBE NEWSWIRE) -- FactSet ("FactSet" or the "Company") (NYSE:FDS) (NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced results for its first quarter fiscal 2025 ended November 30, 2024. First Quarter Fiscal 2025 Highl
12/19/24 7:00:00 AM ET
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$FDS
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Octus Announces Megan A. Jones as General Counsel
Octus, formerly Reorg, the leading provider of global credit intelligence and data, today announces the appointment of Megan A. Jones as General Counsel and as a member of the company's executive leadership team. Jones will lead the legal and compliance teams and oversee all legal and corporate governance matters at Octus. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250210324747/en/Megan A. Jones (Photo: Business Wire) Joining Octus from FactSet (NYSE:FDS), an open data and software solutions provider to the global investment community, Jones has deep familiarity with financial services technology and market content. At FactS
2/10/25 8:00:00 AM ET
$FDS
Computer Software: Programming, Data Processing
Technology
FactSet Appoints Barak Eilam to Board of Directors
NORWALK, Conn., Dec. 18, 2024 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS, NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced the appointment of Barak Eilam to its Board of Directors. He will also serve on FactSet's Compensation and Talent Committee. Eilam brings nearly three decades of experience scaling enterprise software companies into global market leaders. He is serving as Chief Executive Officer (CEO) of NICE, a leading enterprise software company specializing in analytics and AI solutions, through the end of calendar year 2024. As CEO from 2014 to 2024, Eilam led the company through remarkable growth, tripling its revenue to nearly $3 bi
12/18/24 7:00:00 AM ET
$FDS
Computer Software: Programming, Data Processing
Technology
FactSet Appoints Christopher McLoughlin as Executive Vice President, Chief Legal Officer
NORWALK, Conn., Dec. 02, 2024 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS, NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced the appointment of Christopher McLoughlin as Executive Vice President, Chief Legal Officer (CLO), effective December 2, 2024. In this role, Chris will oversee FactSet's global legal, compliance, risk, government and regulatory affairs functions and report directly to Chief Executive Officer (CEO) Phil Snow. McLoughlin brings over 20 years of legal experience, 12 of which have been in the financial information and technology sectors. Chris most recently served as the General Counsel of S&P Global Market Intelligence. Befo
12/2/24 8:00:00 AM ET
$FDS
Computer Software: Programming, Data Processing
Technology

FactSet Appoints Helen Shan As CFO, Effective Immediately; Reaffirms Full-Year Fiscal 2024 Guidance

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$FDS
Insider Trading

Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

Chief Executive Officer Snow Frederick Philip sold $1,407,420 worth of shares (3,000 units at $469.14) and exercised 3,000 shares at a strike of $152.28 (SEC Form 4)

Director Wiesel Shlomo Elisha was granted 278 shares, increasing direct ownership by 95% to 570 units (SEC Form 4)

Director Tejada Maria Teresa was granted 362 shares, increasing direct ownership by 59% to 976 units (SEC Form 4)

$FDS
Press Releases

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Octus Announces Megan A. Jones as General Counsel

FactSet Acquires LiquidityBook

FactSet Declares Dividend

$FDS
Analyst Ratings

Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

FactSet downgraded by Redburn Atlantic with a new price target

Evercore ISI initiated coverage on FactSet with a new price target

Wells Fargo initiated coverage on FactSet with a new price target

$FDS
Financials

Live finance-specific insights

FactSet Acquires LiquidityBook

FactSet Declares Dividend

FactSet Reports Results for First Quarter 2025

$FDS
Leadership Updates

Live Leadership Updates

Octus Announces Megan A. Jones as General Counsel

FactSet Appoints Barak Eilam to Board of Directors

FactSet Appoints Christopher McLoughlin as Executive Vice President, Chief Legal Officer

$FDS
Large Ownership Changes

This live feed shows all institutional transactions in real time.

SEC Form SC 13G filed by FactSet Research Systems Inc.

SEC Form SC 13G/A filed by FactSet Research Systems Inc. (Amendment)

SEC Form SC 13G/A filed by FactSet Research Systems Inc. (Amendment)

$FDS
SEC Filings

SEC Form S-3ASR filed by FactSet Research Systems Inc.

SEC Form 10-Q filed by FactSet Research Systems Inc.

Amendment: SEC Form 144/A filed by FactSet Research Systems Inc.

FactSet Appoints Helen Shan As CFO, Effective Immediately; Reaffirms Full-Year Fiscal 2024 Guidance

Chat with this insight

Recent Analyst Ratings for $FDS

$FDS Insider Trading

Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

Chief Executive Officer Snow Frederick Philip sold $1,407,420 worth of shares (3,000 units at $469.14) and exercised 3,000 shares at a strike of $152.28 (SEC Form 4)

Director Wiesel Shlomo Elisha was granted 278 shares, increasing direct ownership by 95% to 570 units (SEC Form 4)

Director Tejada Maria Teresa was granted 362 shares, increasing direct ownership by 59% to 976 units (SEC Form 4)

$FDS Press Releases

Fastest customizable press release news feed in the world

Octus Announces Megan A. Jones as General Counsel

FactSet Acquires LiquidityBook

FactSet Declares Dividend

$FDS Analyst Ratings

Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

FactSet downgraded by Redburn Atlantic with a new price target

Evercore ISI initiated coverage on FactSet with a new price target

Wells Fargo initiated coverage on FactSet with a new price target

$FDS Financials

Live finance-specific insights

FactSet Acquires LiquidityBook

FactSet Declares Dividend

FactSet Reports Results for First Quarter 2025

$FDS Leadership Updates

Live Leadership Updates

Octus Announces Megan A. Jones as General Counsel

FactSet Appoints Barak Eilam to Board of Directors

FactSet Appoints Christopher McLoughlin as Executive Vice President, Chief Legal Officer

$FDS Large Ownership Changes

This live feed shows all institutional transactions in real time.

SEC Form SC 13G filed by FactSet Research Systems Inc.

SEC Form SC 13G/A filed by FactSet Research Systems Inc. (Amendment)

SEC Form SC 13G/A filed by FactSet Research Systems Inc. (Amendment)

$FDS SEC Filings

SEC Form S-3ASR filed by FactSet Research Systems Inc.

SEC Form 10-Q filed by FactSet Research Systems Inc.

Amendment: SEC Form 144/A filed by FactSet Research Systems Inc.

Recent Analyst Ratings for
$FDS

$FDS
Insider Trading

$FDS
Press Releases

$FDS
Analyst Ratings

$FDS
Financials

$FDS
Leadership Updates

$FDS
Large Ownership Changes

$FDS
SEC Filings