• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    FactSet Research Systems Inc. filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits

    11/14/24 6:54:29 AM ET
    $FDS
    Computer Software: Programming, Data Processing
    Technology
    Get the next $FDS alert in real time by email
    fds-20241114
    0001013237FALSE00010132372024-11-142024-11-140001013237fds:CommonStock1Member2024-11-142024-11-140001013237fds:CommonStock2Member2024-11-142024-11-14

    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549
    Form 8-K
    CURRENT REPORT
    Pursuant to Section 13 or 15(d) of
    The Securities Exchange Act of 1934
    Date of Report (Date of earliest event reported): November 14, 2024
    FactSet Research Systems Inc.
    (Exact name of registrant as specified in its charter)
    Delaware

    1-11869

    13-3362547
    (State or other jurisdiction of

    (Commission

    (I.R.S. Employer
    incorporation)

    File Number)

    Identification No.)
    45 Glover Avenue
    Norwalk, Connecticut 06850
    (Address of principal executive offices) (Zip code)
    Registrant’s telephone number, including area code: (203) 810-1000
    Former name or former address, if changed since last report: None
    Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
    ☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
    ☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
    ☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
    ☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
    Securities registered pursuant to Section 12(b) of the Act:
    Title of each classTrading Symbols(s)Name of each exchange on which registered
    Common Stock, $0.01 Par ValueFDS
    New York Stock Exchange LLC
    The Nasdaq Stock Market
    Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐
    If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐



    Item 7.01 Regulation FD Disclosure

    On November 14, 2024, FactSet Research Systems Inc. (“FactSet” or the “Company") is hosting an Investor Day in New York City and via livestream. FactSet hereby furnishes the presentation (the “Investor Day Presentation”) that the Company intends to use at Investor Day and from time to time thereafter. FactSet may use the Investor Day Presentation with investors, analysts, lenders, creditors, insurers, vendors, clients, employees and others. The Investor Day Presentation is furnished herewith as Exhibit 99.1 and also will be made available on the Company’s website at factset.com. Also on November 14, 2024, the Company issued a press release with respect to its Investor Day, noting that the Company is reaffirming its full-year fiscal 2025 guidance and announcing a new medium-term outlook (the "Press Release"). A copy of the Press Release is furnished as Exhibit 99.2 hereto.

    The information contained in the Investor Day Presentation and in the Press Release is summary information that should be considered in the context of the Company's Securities and Exchange Commission filings and other public announcements that the Company may make, by press release or otherwise, from time to time. The Investor Day Presentation and the Press Release are current as of the date of this Current Report on Form 8-K. To the extent that estimates, targets or other forward-looking statements are included in the Investor Day Presentation and the Press Release, the Company specifically disclaims any duty or obligation to publicly update or revise such information, although it may do so from time to time.

    The information in this Current Report on Form 8-K, including Exhibit 99.1 and Exhibit 99.2, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing. The furnishing of this information hereby shall not be deemed an admission as to the materiality of any such information.


    Item 9.01 Financial Statements and Exhibits

    (d) Exhibits
    Exhibit No.

    Description
    99.1
    Investor Presentation of FactSet Research Systems Inc. dated November 14, 2024
    99.2
    Press Release of FactSet Research Systems Inc. dated November 14, 2024
    104Cover page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101)


    SIGNATURES
    Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized.




    FACTSET RESEARCH SYSTEMS INC.
    (Registrant)




    November 14, 2024


    By:

    /s/ HELEN L. SHAN





    Helen L. Shan
    Executive Vice President, Chief Financial Officer
    (Principal Financial Officer)


    Get the next $FDS alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $FDS

    DatePrice TargetRatingAnalyst
    3/21/2025$402.00Equal Weight → Underweight
    Wells Fargo
    10/9/2024$420.00 → $380.00Neutral → Sell
    Redburn Atlantic
    10/2/2024$470.00In-line
    Evercore ISI
    8/13/2024$435.00Equal Weight
    Wells Fargo
    5/30/2024$500.00 → $407.00Neutral → Underperform
    BofA Securities
    4/11/2024$430.00Underperform
    Wolfe Research
    3/22/2024$480.00 → $460.00Overweight → Equal Weight
    Barclays
    12/8/2023$471.00 → $480.00Buy → Hold
    Deutsche Bank
    More analyst ratings

    $FDS
    Insider Trading

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

    See more
    • EVP, Chief Financial Officer Shan Helen L. was granted 3,550 shares, increasing direct ownership by 66% to 8,914 units (SEC Form 4)

      4 - FACTSET RESEARCH SYSTEMS INC (0001013237) (Issuer)

      5/2/25 5:17:35 PM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology
    • Chief Executive Officer Snow Frederick Philip exercised 3,000 shares at a strike of $152.28 and sold $1,293,270 worth of shares (3,000 units at $431.09) (SEC Form 4)

      4 - FACTSET RESEARCH SYSTEMS INC (0001013237) (Issuer)

      5/1/25 4:17:14 PM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology
    • Chief Executive Officer Snow Frederick Philip exercised 3,000 shares at a strike of $152.28 and sold $1,364,580 worth of shares (3,000 units at $454.86) (SEC Form 4)

      4 - FACTSET RESEARCH SYSTEMS INC (0001013237) (Issuer)

      4/2/25 4:53:27 PM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology

    $FDS
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • CredCore Advances AI Innovation in Debt Capital Markets with Data Provided by FactSet

      NORWALK, Conn., May 7, 2025 /PRNewswire/ -- CredCore, a vertical-AI company transforming the debt capital markets, is now part of FactSet's AI Partner Program and will begin to integrate FactSet's trusted Debt Capital Structure (DCS) DataFeed into CredCore's AI platform. This collaboration aims to integrate CredCore's domain-specific AI solutions with FactSet's comprehensive financial data, enhancing efficiency and innovation in the $5 trillion enterprise credit market. By leveraging FactSet's extensive data and analytics, CredCore seeks to accelerate deal throughput, enabling clients to scale their teams and assets under management (AUM) more effectively. CredCore's platform collaborates w

      5/7/25 10:25:00 AM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology
    • FactSet Increases Dividend

      NORWALK, Conn., May 01, 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 6% increase in the regular quarterly cash dividend of $1.04 per share to $1.10 per share. The $0.06 per share increase marks the twenty-sixth consecutive year the Company has increased dividends on a stock split-adjusted basis, demonstrating its ongoing commitment to providing value to shareholders. The cash dividend will be paid on June 18, 2025, to holders of record of FactSet's common stock at the close of business on May 30, 2025. About FactSet FactSet (NYSE:FDS, NASDAQ:FDS) supe

      5/1/25 7:00:00 AM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology
    • FactSet Reports Results for Second Quarter 2025

      Q2 GAAP revenues of $570.7 million, up 4.5% from Q2 2024.Organic Q2 ASV of $2,276.2 million, up 4.1% year over year.Q2 GAAP operating margin of 32.5%, down approximately 80 bps year over year, and adjusted operating margin of 37.3%, down 100 bps year over year.Q2 GAAP diluted EPS of $3.76, up 3.0% from the prior year, and adjusted diluted EPS of $4.28, up 1.4% year over year.Fiscal 2025 guidance updated. Expected organic ASV growth of $100 million to $130 million (approximately 4.4% to 5.8%), GAAP revenues in the range of $2,305 million to $2,325 million, adjusted operating margin in the range of 36% to 37%, and adjusted diluted EPS in the range of $16.80 to $17.40. NORWALK, Conn., March 2

      3/20/25 6:00:00 AM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology

    $FDS
    SEC Filings

    See more
    • FactSet Research Systems Inc. filed SEC Form 8-K: Entry into a Material Definitive Agreement, Termination of a Material Definitive Agreement, Creation of a Direct Financial Obligation, Financial Statements and Exhibits

      8-K - FACTSET RESEARCH SYSTEMS INC (0001013237) (Filer)

      4/8/25 5:10:41 PM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology
    • SEC Form S-3ASR filed by FactSet Research Systems Inc.

      S-3ASR - FACTSET RESEARCH SYSTEMS INC (0001013237) (Filer)

      2/6/25 4:46:18 PM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology
    • SEC Form 10-Q filed by FactSet Research Systems Inc.

      10-Q - FACTSET RESEARCH SYSTEMS INC (0001013237) (Filer)

      1/8/25 7:40:10 AM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology

    $FDS
    Financials

    Live finance-specific insights

    See more
    • FactSet Increases Dividend

      NORWALK, Conn., May 01, 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 6% increase in the regular quarterly cash dividend of $1.04 per share to $1.10 per share. The $0.06 per share increase marks the twenty-sixth consecutive year the Company has increased dividends on a stock split-adjusted basis, demonstrating its ongoing commitment to providing value to shareholders. The cash dividend will be paid on June 18, 2025, to holders of record of FactSet's common stock at the close of business on May 30, 2025. About FactSet FactSet (NYSE:FDS, NASDAQ:FDS) supe

      5/1/25 7:00:00 AM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology
    • FactSet Reports Results for Second Quarter 2025

      Q2 GAAP revenues of $570.7 million, up 4.5% from Q2 2024.Organic Q2 ASV of $2,276.2 million, up 4.1% year over year.Q2 GAAP operating margin of 32.5%, down approximately 80 bps year over year, and adjusted operating margin of 37.3%, down 100 bps year over year.Q2 GAAP diluted EPS of $3.76, up 3.0% from the prior year, and adjusted diluted EPS of $4.28, up 1.4% year over year.Fiscal 2025 guidance updated. Expected organic ASV growth of $100 million to $130 million (approximately 4.4% to 5.8%), GAAP revenues in the range of $2,305 million to $2,325 million, adjusted operating margin in the range of 36% to 37%, and adjusted diluted EPS in the range of $16.80 to $17.40. NORWALK, Conn., March 2

      3/20/25 6:00:00 AM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology
    • FactSet Updates Time for Second Quarter 2025 Earnings Call

      NORWALK, Conn., March 10, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS) (NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced an adjustment to the time of its previously scheduled second quarter fiscal 2025 earnings conference call. To accommodate scheduling logistics, the call will now take place at 9:00 a.m. Eastern Time on Thursday, March 20, 2025, instead of the previously scheduled 11:00 a.m. Eastern Time. The earnings presentation slides will be available on FactSet's investor relations website at 8:30 a.m. Eastern Time on March 20, 2025, 30 minutes before the earnings call begins. A replay of the webcast will also be available after th

      3/10/25 7:00:00 AM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology

    $FDS
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

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

      SC 13G - FACTSET RESEARCH SYSTEMS INC (0001013237) (Subject)

      10/16/24 12:19:51 PM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology
    • SEC Form SC 13G/A filed by FactSet Research Systems Inc. (Amendment)

      SC 13G/A - FACTSET RESEARCH SYSTEMS INC (0001013237) (Subject)

      2/14/24 10:21:36 AM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology
    • SEC Form SC 13G/A filed by FactSet Research Systems Inc. (Amendment)

      SC 13G/A - FACTSET RESEARCH SYSTEMS INC (0001013237) (Subject)

      2/13/24 5:04:40 PM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology

    $FDS
    Leadership Updates

    Live Leadership Updates

    See more

    $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.

    See more
    • Payoneer appoints Barak Eilam to its Board of Directors

      Payoneer (NASDAQ:PAYO), the financial technology company empowering the world's small and medium-sized businesses (SMBs) to transact, do business, and grow globally, today announced that its Board of Directors ("the Board") has appointed Barak Eilam to the Board as a Class I director. Barak has nearly three decades of experience building and scaling technology businesses. He most recently served as the CEO of NICE Ltd. (NASDAQ:NICE), a leading global enterprise software company specializing in analytics and AI solutions, from 2014 until December 2024. During his tenure, NICE saw a significant expansion in its total addressable market and strong revenue growth. Barak began his career at

      2/24/25 4:30:00 PM ET
      $FDS
      $NICE
      $PAYO
      $SMWB
      Computer Software: Programming, Data Processing
      Technology
      Computer Software: Prepackaged Software
      Business Services
    • 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 downgraded by Wells Fargo with a new price target

      Wells Fargo downgraded FactSet from Equal Weight to Underweight and set a new price target of $402.00

      3/21/25 8:04:11 AM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology
    • FactSet downgraded by Redburn Atlantic with a new price target

      Redburn Atlantic downgraded FactSet from Neutral to Sell and set a new price target of $380.00 from $420.00 previously

      10/9/24 7:37:10 AM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology
    • Evercore ISI initiated coverage on FactSet with a new price target

      Evercore ISI initiated coverage of FactSet with a rating of In-line and set a new price target of $470.00

      10/2/24 7:28:16 AM ET
      $FDS
      Computer Software: Programming, Data Processing
      Technology