FactSet
FactSet Research Systems Inc. (NYSE/NASDAQ: FDS) operates as a global financial digital platform and enterprise solutions provider delivering financial intelligence to investment professionals worldwide. The company's website is www.factset.com. From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What FactSet does
In the company’s own words
FactSet Research Systems Inc. (NYSE/NASDAQ: FDS) operates as a global financial digital platform and enterprise solutions provider delivering financial intelligence to investment professionals worldwide. The company's website is www.factset.com.
Founded in 1978 and publicly traded since 1996, FactSet has established itself as a central infrastructure provider for the investment industry. The company serves approximately 9,000 clients comprising over 237,000 investment professionals, including institutional asset managers, bankers, wealth managers, asset owners, hedge funds, corporate users, and private equity and venture capital professionals. FactSet generates revenues primarily through subscriptions to its multi-asset class data and solutions powered by its connected data and technology platform.
The company operates through three geographic segments: the Americas, which represented 65% of total revenues; EMEA, representing 25%; and Asia Pacific, representing 10%. Within each segment, FactSet offers solutions tailored to four firm types: Institutional Buyside, Dealmakers, Wealth, and Partnerships and CUSIP Global Services. The Institutional Buyside segment focuses on multi-asset class solutions for asset managers and hedge funds, while Dealmakers serves investment bankers and sell-side research analysts. The Wealth division provides solutions for wealth management clients, and Partnerships delivers data and technology solutions to ecosystem providers alongside CUSIP's role as the exclusive issuer of CUSIP and CINS identifiers globally.
FactSet's platform delivers expansive data, sophisticated analytics, and flexible artificial intelligence-powered technologies spanning the investment lifecycle from research through portfolio construction, trade execution, performance measurement, risk management, and reporting. The company maintains a global workforce of 12,800 employees across 35 offices in 19 countries, with significant operations in Asia Pacific centers of excellence located in India and the Philippines.
The company operates a hybrid cloud infrastructure utilizing multiple cloud providers alongside two fully redundant, physically separated data centers in the United States. FactSet's competitive positioning derives from its comprehensive data aggregation capabilities, sophisticated analytics, embedded AI technologies, and deep integration into client workflows across front, middle, and back-office functions.
Company details
- Sector
- Financials
- Industry (SIC)
- Computer Services
- Headquarters
- NORWALK, CT
- Fiscal year end
- August
- CIK
- 1013237
- SIC
- 7370
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns FactSet — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in FactSet · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · FactSet’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
FactSet’s bonds, as funds hold them
Funds report holding 2 issues of FactSet’s debt, $254.77M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 3.12%, maturing 2027 to 2032.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
Compare this company with peers, find it in your funds and follow its financial history with your connected AI:
- “How do FactSet and its peers compare on margins and cash generation over ten years?”
- “Where did five years of FactSet's earnings go — cash, debt, buybacks, reinvestment?”
- “What changed in FactSet's last four quarterly filings that the numbers alone won't show?”