FactSet
FactSet Research Systems Inc. (NYSE: FDS) provides financial data, analytics, software and AI solutions to finance professionals worldwide. Its subscription-based platform supports investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, reporting, dealmaking… From the company’s description.
In fiscal 2026, FactSet reported revenue of $2.48B, up 6.7% from fiscal 2025, and net income of $533.48M. Its operating margin was 28.3%, and operations generated $822.20M in cash.
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.
What FactSet does
In the company’s own words
FactSet Research Systems Inc. (NYSE: FDS) provides financial data, analytics, software and AI solutions to finance professionals worldwide. Its subscription-based platform supports investment research, portfolio construction and analysis, trade execution, performance measurement, risk management, reporting, dealmaking and advisory workflows. Clients include institutional asset managers, asset owners, hedge funds, investment banks, wealth managers, private equity and venture capital firms, corporations and market infrastructure participants. Offerings include workstations, portfolio analytics, enterprise data solutions, data feeds, APIs and managed services; its CUSIP Global Services business issues CUSIP and CINS identifiers globally. FactSet reports three geographic segments, based on where clients contract: Americas, which generated 65% of fiscal 2026 revenue; EMEA, 24%; and Asia Pacific, 11%. As of August 31, 2026, the company served 9,258 clients, with 260,671 professionals using its solutions, and employed 12,444 people. Founded in 1978, FactSet has been publicly traded since 1996. Its website is www.factset.com.
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 2012–2026 · 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.
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- “How do FactSet and its peers compare on margins and cash generation over ten years?”
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