Track market-moving stories before they get noisy

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: FactSet Research (FDS - Free Report) Headquartered in Norwalk, CT, FactSet Research Systems Inc. is a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community. Through its analytics, service, content, and technology, the company offers information to investment professionals like portfolio managers, wealth managers, research and performance analysts, risk managers, research professionals, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and fixed income professionals. By integrating datasets and analytics across asset classes with client data, FactSet supports the workflow of both buy-side and sell-side clients. Through its wide application suite, FactSet offers tools and resources that include company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. The company derives revenues from subscriptions to products and services such as workstations, analytics, enterprise data, research management, and trade execution.

FDS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Additionally, the company could be a top pick for growth investors. FDS has a Growth Style Score of B, forecasting year-over-year earnings growth of 4.5% for the current fiscal year.

Six analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.10 to $17.75 per share. FDS also boasts an average earnings surprise of +1.1%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, FDS should be on investors' short list.

13.7.2026 22:13

Americké trhy vstupují do nového týdne pod tíhou střelby v Hormuzském průlivu, kde došlo k oboustrannému porušení příměří. Na úbytě dnes tedy byly růstové tituly v čele s technologickým sektorem. Dařilo se energetickým společnostem díky rostoucí ceně ropy.

Index S&P 500 -0,78 % na 7516,68 b.
Index Dow Jones -0,26 % na 52498,82 b.
Index Nasdaq Composite -1,55 % na 25,873,18 b.

Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +3,2 % Informační technologie -2,1 % Utility +0,7 % Sektor komunikací -1 % Finanční sektor +0,6 % Průmysl -0,9 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna FactSet Research Systems (FDS) +6,5 % APPLVN CRP A O (APP) -13 % Gartner (IT) +6,1 % SANDISK CORP O (SNDK) -13 % Intuit (INTU) +5,4 % MRVL TCHNLGY O (MRVL) -7,8 % Valero Energy (VLO) +5,4 % Oracle (ORCL) -6,5 % Phillips 66 (PSX) +5,3 % Intel (INTC) -6,1 % Zdroj: Reuters

Martin Varecha
Fio banka, a.s.
Prohlášení

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: FactSet Research (FDS - Free Report) Headquartered in Norwalk, CT, FactSet Research Systems Inc. is a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community. Through its analytics, service, content, and technology, the company offers information to investment professionals like portfolio managers, wealth managers, research and performance analysts, risk managers, research professionals, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and fixed income professionals. By integrating datasets and analytics across asset classes with client data, FactSet supports the workflow of both buy-side and sell-side clients. Through its wide application suite, FactSet offers tools and resources that include company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. The company derives revenues from subscriptions to products and services such as workstations, analytics, enterprise data, research management, and trade execution.

FDS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 13.96; value investors should take notice.

For fiscal 2026, six analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.10 to $17.75 per share. FDS boasts an average earnings surprise of +1.1%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, FDS should be on investors' short list.

Key Takeaways FactSet is benefiting from recurring revenue growth, client wins and rising AI solution adoption.FDS expanded its AI capabilities through partnerships and renewed major client agreements in fiscal 2026.FDS faces margin pressure from higher AI and cloud spending, along with intense industry competition. Shares of FactSet Research Systems Inc. (FDS - Free Report) have had a decent run over the past three months. The stock has risen 9.9% compared with the industry's 8.4% growth. The Zacks S&P 500 Composite rose 13.2% during the said time frame.

FDS has a Growth Score of B, which condenses key financial metrics to reflect a fair sense of the quality and sustainability of its growth.

The company’s fourth-quarter fiscal 2026 earnings are expected to increase 7.2% year over year. Earnings for fiscal 2026 and 2027 are projected to rise 4.4% and 11.2%, respectively, year over year. Revenues are expected to increase 6.2% in fiscal 2026 and 5.8% in fiscal 2027.

Factors That Bode Well for FDSFactSet provides integrated financial information, analytical applications and industry-leading service for the global investment community. The company is benefiting from its recurring revenue model, with growth driven by increasing Annual Subscription Value (ASV). Its organic ASV increased 7.1% year over year to $2.48 billion in the third quarter of fiscal 2026, marking FactSet's fastest growth rate since the first quarter of fiscal 2024.

Recent client wins have also contributed to FDS’s top-line growth. During the last reported quarter, the company renewed a five-year enterprise contract with a leading global investment bank that broadened its use of FactSet's data offerings. It secured a partnership with LPL Financial to power cloud-native trading applications using FactSet's real-time data platform.

Technological advancements and the rapid adoption of artificial intelligence (AI) have also become key catalysts for FDS’ subscription growth. It has been expanding its customer base and enhancing operational efficiency. The company reported strong Data solutions segment growth in the third quarter of fiscal 2026, driven by increasing adoption of its Model Context Protocol platform. Management also highlighted that more than 90% of FactSet's top 50 clients currently use four or more AI solutions.

Strategic partnerships with multiple organizations are expanding FDS’ AI capabilities. FDS formed a strategic partnership with Google Cloud to bring its financial intelligence capabilities into Gemini Enterprise, expand agent interoperability and develop next-generation AI agents for financial workflows. The company is broadening its AI capabilities across investment banking, asset management and wealth management applications through partnerships with InSync Analytics, Jynbios AI and Tiffin AI.

FactSet consistently rewards its shareholders through dividends and share repurchases. In fiscal 2023, 2024 and 2025, the company repurchased shares worth $177 million, $235 million and $300.4 million, respectively, while paying out $139 million, $151 million and $160 million, respectively, in dividends.

Key Risks to WatchFDS’ continued investment in compensation, cloud infrastructure and AI tools has resulted in elevated operating expenses. In the third quarter of fiscal 2026, the company reported an operating margin of 26.7%, down from 33.2% in the year-ago quarter. The adjusted operating margin also declined to 34% from 36.8% a year ago.

Stiff competition from giants such as Bloomberg L.P., Thomson Reuters Inc. and S&P Global Market Intelligence also affects FDS’s financial performance. This competition can limit pricing power, increase operational expenses and potentially reduce market share. As a result, the company must balance competitive pricing strategies with the need to maintain healthy profit margins.

FDS has grown through acquisitions, but the combined performance has fallen short of targets due to underestimated intercompany revenues. Since the company continues to pursue acquisitions as a growth strategy, FDS could face integration challenges with newly acquired businesses in the future.

FactSet currently carries a Zacks Rank #3 (Hold). 

Stocks to ConsiderA couple of better-ranked stocks in the broader Zacks  Business Services sector are Veralto Corporation (VLTO - Free Report) and Verisk Analytics (VRSK - Free Report) .

Veralto carries a Zacks Rank #2 (Buy) at present. It has a long-term earnings growth expectation of 8.4%. VLTO delivered a trailing four-quarter earnings surprise of 4.9%, on average. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Verisk Analytics also holds a Zacks Rank of 2 at present. It has a long-term earnings growth expectation of 11.7%. VRSK's earnings beat estimates in each of the past four quarters, with the surprise being 6.3%, on average.

FactSet Research Systems remains a buy as ASV growth accelerates, AI adoption strengthens, and valuation stays attractive at a low-teens forward P/E. Q3 2026 delivered 7.1% organic ASV growth, robust client wins, and >95% ASV retention, supporting recurring revenue and cross-workflow expansion. AI is driving deeper client integration, with >90% of top clients using multiple FDS AI products and AI client ASV growth outpacing the rest by over 50%.

FactSet Research Systems Inc. (NYSE:FDS) on Wednesday posted third-quarter earnings and revenue that topped Wall Street estimates.

The company posted third-quarter revenue of $622.9 million, up 6.4% year over year and ahead of the analyst consensus estimate of $618.3 million. Adjusted earnings came in at $4.53 per share, topping expectations of $4.46.

FactSet reaffirmed its fiscal 2026 adjusted EPS guidance of $17.25 to $17.75, compared with the analyst consensus estimate of $17.71.

The company also maintained its revenue outlook of $2.45 billion to $2.47 billion, versus the Street estimate of $2.463 billion. FactSet also reiterated its forecast for organic ASV growth of $130 million to $160 million and an adjusted operating margin of 34% to 35.5%.

FactSet Research shares rose 1.7% to trade at $249.67 on Thursday.

These analysts made changes to their price targets on FactSet Research following earnings announcement.

Considering buying FDS stock? Here’s what analysts think:

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FactSet Research Systems Inc. (FDS) Q3 2026 Earnings Call July 1, 2026 9:00 AM EDT

Company Participants

Kevin Toomey - Head of Investor Relations
Sanoke Viswanathan - CEO & Director
Joshua Warren - Chief Financial Officer

Conference Call Participants

Ashish Sabadra - RBC Capital Markets, Research Division
Faiza Alwy - Deutsche Bank AG, Research Division
Alex Kramm - UBS Investment Bank, Research Division
Kelsey Zhu - Autonomous Research US LP
Manav Patnaik - Barclays Bank PLC, Research Division
Shlomo Rosenbaum - Stifel, Nicolaus & Company, Incorporated, Research Division
Surinder Thind - Jefferies LLC, Research Division
Yehuda Silverman - Morgan Stanley, Research Division
Andrew Nicholas - William Blair & Company L.L.C., Research Division
Keen Fai Tong - Goldman Sachs Group, Inc., Research Division
Jason Haas - Wells Fargo Securities, LLC, Research Division
Curtis Nagle - BofA Securities, Research Division

Presentation

Operator

Good day, and thank you for standing by. Welcome to the FactSet Third Quarter Earnings Call. [Operator Instructions] Please be advised that today's conference is being recorded.

I would now like to hand the conference over to your speaker today, Kevin Toomey, Head of Investor Relations. Please go ahead.

Kevin Toomey
Head of Investor Relations

Thank you, and good morning, everyone. Welcome to FactSet's Third Quarter Fiscal 2026 Earnings Call. Before we begin, the slides we reference during this presentation can be found through the webcast on the Investor Relations section of our website at factset.com. A replay of today's call will be available on our website. After our prepared remarks, we will open the call to questions.

The call is scheduled to last for 1 hour. To be fair to everyone, please limit yourself to one question. You may reenter the queue for additional follow-up questions, which we will take if time permits.

Before we discuss our results, I encourage all listeners to review the legal notice on Slide 2. Discussions on

For the quarter ended May 2026, FactSet Research (FDS - Free Report) reported revenue of $622.92 million, up 6.4% over the same period last year. EPS came in at $4.53, compared to $4.27 in the year-ago quarter.

The reported revenue represents a surprise of +0.93% over the Zacks Consensus Estimate of $617.19 million. With the consensus EPS estimate being $4.44, the EPS surprise was +2.09%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how FactSet performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Total Annual Subscription Value: $2.48 billion versus $2.44 billion estimated by four analysts on average.Revenues from clients- International (EMEA + Asia Pacific): 215.7 million versus 212.71 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.2% change.Revenues from clients- US: 407.2 million compared to the 403.21 million average estimate based on two analysts. The reported number represents a change of +7% year over year.View all Key Company Metrics for FactSet here>>>

Shares of FactSet have returned -10.1% over the past month versus the Zacks S&P 500 composite's -1.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

Continued ASV acceleration and expanding product capabilities highlight FactSet's strong execution and momentum

NORWALK, Conn., July 01, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS) (NASDAQ:FDS), a leading global data and AI solutions provider to the financial markets, today announced results for its third quarter fiscal 2026 ended May 31, 2026.

Q3 2026 Highlights Accelerating growth: GAAP revenues grew 6.4% year over year to $622.9 million, with organic revenues up 7.0%. Organic ASV reached $2,485.6 million, up 7.1% year over year.Commercial excellence: Enterprise relationships deepened, with Q3 renewals extending in length by 30% on average and annual ASV retention remaining above 95%.AI momentum: More than 90% of FactSet's Top 50 clients now use four or more AI products. New partnerships with Google Cloud, Finster AI, and TIFIN.AI, alongside FactSet's MCP server, are broadening adoption of AI-ready solutions, positioning FactSet as the trusted partner powering next-generation financial workflows.Leadership strengthened: Joshua B. Warren appointed as Chief Financial Officer, bringing deep experience across asset management, financial technology, and capital markets.Strong capital returns: FactSet returned more than $243 million to shareholders in Q3, while marking its twenty-seventh consecutive year of dividend increases. Fiscal year-to-date, total capital returned reached $629 million.
"FactSet's strong third quarter results reflect solid execution against our strategic priorities and continued demand for our differentiated content, analytics, and workflow solutions. Clients are choosing FactSet to power critical workflows and informed decision-making, driving a robust pipeline and accelerating enterprise contracts.

"Across regions and firm types, clients are expanding their relationships with FactSet and actively adopting our AI solutions, reinforcing our confidence in FactSet's sustained growth and long-term value." - Sanoke Viswanathan, CEO

Key Financial Measures*

(Condensed and Unaudited)Three Months Ended  May 31, (Results in thousands, except per share data) 2026   2025 ChangeRevenues$622,918  $585,520 6.4%Organic revenues$622,866  $582,224 7.0%Operating income$166,301  $194,155 (14.3)%Adjusted operating income$211,752  $215,313 (1.7)%Operating margin 26.7%  33.2% Adjusted operating margin 34.0%  36.8% Net income$126,718  $148,542 (14.7)%Adjusted net income$163,769  $163,921 (0.1)%Adjusted EBITDA$220,165  $235,915 (6.7)%Diluted EPS$3.50  $3.87 (9.6)%Adjusted diluted EPS$4.53  $4.27 6.1%          * See reconciliation of U.S. GAAP to adjusted key financial measures in the back of this press release.

Third Quarter Fiscal 2026 Highlights

GAAP revenues increased 6.4% or $37.4 million to $622.9 million compared with $585.5 million in the prior year period.Organic revenues grew 7.0% year over year to $622.9 million. Growth in GAAP and organic revenues this quarter was driven by institutional buy-side and wealth management clients.Annual Subscription Value ("ASV") was $2,484.3 million at May 31, 2026.Organic ASV was $2,485.6 million at May 31, 2026, up 7.1% or $165.0 million year over year. Over the last three months, organic ASV increased $35.4 million.GAAP operating margin was 26.7% compared with 33.2% in the prior year period, primarily due to higher employee compensation costs, including one-time charges and CEO compensation costs not incurred in the prior year.Adjusted operating margin, which excludes acquisition-related intangible asset amortization and non-recurring items, was 34.0% compared with 36.8% in the prior year period, mainly due to higher compensation and technology-related expenses.GAAP diluted EPS was $3.50 compared with $3.87 for the same period in fiscal 2025, mainly driven by higher operating expenses including non-recurring items, partially offset by growth in revenues and a 6% lower share count.Adjusted diluted EPS increased 6.1% to $4.53 compared with $4.27 in the prior year period, driven by growth in revenues and a lower share count.Net cash provided by operating activities was $284.5 million for the third quarter of fiscal 2026, an increase of 12.1% compared with the prior year period.Free cash flow was $254.0 million for the third quarter of fiscal 2026, an increase of 11.1% compared with the prior year period.GAAP effective tax rate increased to 17.8% compared with 17.5% for the prior year period primarily due to the limitation on the deductibility of executive compensation.
Operational Highlights – Third Quarter Fiscal 2026

FactSet appointed Joshua B. Warren as Chief Financial Officer, effective April 13, 2026. Warren most recently served as CFO of Envestnet and previously held senior strategy roles at BlackRock.FactSet's Commercial Excellence initiatives continued to deepen client relationships. In Q3, enterprise renewals extended in length by 30% on average and annual ASV retention remained above 95%.Client adoption continued to broaden. As of quarter end, 90%+ of the Top 50 clients use four or more FactSet AI products.FactSet advanced its AI partnership ecosystem through Google Cloud, Finster AI, and TIFIN.AI, extending AI-enabled workflows across investment banking, wealth management, and enterprise financial intelligence.FactSet strengthened its portfolio and private markets workflow capabilities through partnerships with J.P. Morgan and Valutico, giving clients more integrated tools for whole portfolio analytics and private capital valuation.FactSet returned $243.4 million to shareholders in Q3, including $203.1 million in share repurchases and $40.3 million in dividends. Fiscal year-to-date, the Company has deployed $628.7 million to shareholders through dividends and share repurchases. FactSet also increased its quarterly dividend by $0.06 to $1.16 per share, marking the twenty-seventh consecutive year the Company has increased dividends on a stock split-adjusted basis. Annual Subscription Value (ASV)

ASV at any given point in time represents the forward-looking revenues for the next 12 months from all subscription services currently supplied to clients. Organic ASV at any point in time equals our ASV excluding ASV from acquisitions and the comparable impact of dispositions and discontinued lines of business effected within the last 12 months and the impact of foreign currency movements.

ASV was $2,484.3 million at May 31, 2026, compared with $2,335.1 million at May 31, 2025. Organic ASV was $2,485.6 million at May 31, 2026, up $165.0 million from the prior year, for a growth rate of 7.1%. Organic ASV increased $35.4 million over the last three months.

Segment Revenues and ASV

(Results in millions)May 31, 2026
ASVMay 31, 2025
ASVMay 31, 2026
Organic ASV Organic ASV
GrowthQ3 FY26
Revenues Q3 FY25
RevenuesOrganic Revenues GrowthAmericas$1,621.0$1,513.1$1,621.07.2%$407.2$380.57.0%EMEA$608.1$581.9$608.75.6%$152.0$145.75.3%APAC$255.2$240.1$255.910.0%$63.7$59.310.5%
Share Repurchase Program

FactSet repurchased 926,370 shares of its common stock for $203.1 million at an average price of $219.21 during the third quarter of fiscal 2026 under the Company’s share repurchase program. As of May 31, 2026, $494.0 million remained available for share repurchases under this program.

Annual Business Outlook

FactSet reaffirms its outlook for fiscal 2026 provided on March 31, 2026. The following forward-looking statements reflect FactSet's expectations as of today's date. Given the risk factors, uncertainties, and assumptions discussed below, actual results may differ materially. FactSet does not intend to update its forward-looking statements prior to its next quarterly results announcement.

Reaffirmed Fiscal 2026 Expectations:

MetricFiscal 2026 GuidanceOrganic ASV growth$130 million - $160 millionGAAP revenues$2,450 million - $2,470 millionGAAP operating margin29.5% - 31.0%Adjusted operating margin34.0% - 35.5%Annual effective tax rate18.0% - 19.0%GAAP diluted EPS$14.85 - $15.35Adjusted diluted EPS$17.25 - $17.75
Adjusted operating margin and adjusted diluted EPS guidance do not include certain effects of any non-recurring benefits or charges that may arise in fiscal 2026. Please see the back of this press release for a reconciliation of GAAP to adjusted metrics.

Conference Call

Third Quarter 2026 Conference Call Details

Please register for the conference call using the above link in advance of the call start time. Upon registration, you will receive dial-in information and a unique access PIN. The earnings presentation will be available on FactSet’s Investor Relations website at 8:30 a.m. Eastern Time on July 1, 2026, 30 minutes before the earnings call begins.

A replay will be available on the Investor Relations website after 1:00 p.m. Eastern Time on July 1, 2026, and will remain accessible through July 1, 2027. A transcript of the earnings call will be available via FactSet CallStreet.

Forward-looking Statements

This press release contains forward-looking statements based on management's current expectations, estimates, forecasts and projections about future events, trends, contingencies, and circumstances, industries in which FactSet operates and the beliefs and assumptions of management. All statements that address expectations, guidance, outlook or projections about the future, including statements about the Company's strategy, product development, revenues, future financial results, anticipated growth, market position, subscriptions, expected expenditures or investments, trends in FactSet’s business and financial results, are forward-looking statements. Forward-looking statements may be identified by words like "may," "might," "will," "should," "expects," "plans," "anticipates," "believes," "estimates," "intends," "projects," "indicates," "predicts," "potential," or "continue," the negative of those terms, and similar expressions. Forward-looking statements are not guarantees of future performance, outcomes, events, or actions and involve a number of known and unknown risks, uncertainties, and assumptions. Many factors, including those discussed more fully elsewhere in this release and in FactSet's filings with the Securities and Exchange Commission, particularly its latest annual report on Form 10-K, including Item 1A, Risk Factors, and quarterly reports on Form 10-Q, as well as others, could cause results, performance, achievements, or activities to differ materially from those expressed or implied by the forward-looking statements. Accordingly, the Company cautions readers not to place undue reliance on any forward-looking statements, which speak only as of the date they are made. FactSet assumes no duty to and does not undertake to update or revise any forward-looking statement to reflect events or circumstances arising after the date on which it is made, except as required by applicable law. Future results could differ materially from historical performance.

About Non-GAAP Financial Measures

The Company reports its financial results in accordance with U.S. GAAP. The Company also refers to and presents certain additional non-GAAP financial measures. These measures include: organic revenues, adjusted operating margin, adjusted operating income, adjusted net income, EBITDA, adjusted EBITDA, adjusted diluted EPS, and free cash flow. The Company has included reconciliations of these non-GAAP financial measures to the most directly comparable financial measures calculated in accordance with GAAP at the back of this release.

FactSet uses these non-GAAP financial measures both in presenting its results to stockholders and the investment community and in its internal evaluation and management of the business. The Company believes that these non-GAAP financial measures provide useful supplemental information to investors because they permit investors to view the Company’s performance using the same tools that management uses to gauge progress in achieving its goals. Investors may benefit from referring to these non-GAAP financial measures in assessing the Company’s performance and when planning, forecasting and analyzing future periods, and such measures may also facilitate comparisons to historical performance. The Company believes that organic revenues, adjusted operating margin, adjusted operating income, adjusted net income, EBITDA, adjusted EBITDA, and adjusted diluted EPS help to fully reflect the underlying economic performance of FactSet. The Company believes that free cash flow is useful to investors because it is an indication of cash flow that may be available to pay debt obligations, make strategic acquisitions and investments, pay dividends, repurchase stock, and strengthen the balance sheet. The presentation of this non-GAAP financial information should not be considered in isolation from, or as a substitute for, the financial information prepared and presented in accordance with GAAP. We are not able to provide reconciliations of certain forward-looking non-GAAP financial measures to comparable GAAP measures because certain items required for such reconciliations are outside of our control and/or cannot be reasonably predicted without unreasonable effort.

About FactSet

FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,100 global clients and over 247,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.

Investor Relations:                         
Kevin Toomey
+1.212.209.5259
[email protected]

Media Relations:
Alexandra Shevchenko
+44 075 1813 1115
[email protected]

Consolidated Statements of Income (Unaudited)      Three Months Ended Nine Months Ended May 31, May 31,(In thousands, except per share data) 2026  2025   2026   2025 Revenues$622,918 $585,520  $1,841,558  $1,724,847 Operating expenses      Cost of services 312,190  280,729   896,848   809,112 Selling, general and administrative 144,427  110,636   401,377   344,753 Total operating expenses 456,617  391,365   1,298,225   1,153,865        Operating income 166,301  194,155   543,333   570,982        Other income (expense), net      Interest income 642  1,509   2,622   4,483 Interest expense (13,839) (15,122)  (40,286)  (43,438)Other income (expense), net 1,017  (594)  (324)  (20)Total other income (expense), net (12,180) (14,207)  (37,988)  (38,975)       Income before income taxes 154,121  179,948   505,345   532,007        Provision for income taxes 27,403  31,406   92,991   88,583 Net income$126,718 $148,542  $412,354  $443,424        Basic earnings per common share$3.51 $3.92  $11.20  $11.68 Diluted earnings per common share$3.50 $3.87  $11.16  $11.53        Basic weighted average common shares 36,122  37,907   36,819   37,976 Diluted weighted average common shares 36,191  38,344   36,957   38,457  Certain prior year figures have been conformed to the current year's presentation.

Consolidated Balance Sheets (Unaudited)       (In thousands)May 31, 2026August 31, 2025ASSETS  Cash and cash equivalents$288,114$337,651Investments 16,122 17,445Accounts receivable, net of reserves of $14,305 at May 31, 2026 and $13,789 at August 31, 2025 289,990 270,684Prepaid taxes 58,325 33,600Prepaid expenses and other current assets 74,968 70,379Total current assets 727,519 729,759   Property, equipment and leasehold improvements, net 82,319 85,203Goodwill 1,283,377 1,284,708Intangible assets, net 1,868,418 1,916,102Deferred tax assets 41,945 61,226Lease right-of-use assets, net 119,364 121,776Other assets 69,055 105,498TOTAL ASSETS$4,191,997$4,304,272   LIABILITIES  Accounts payable and accrued expenses$163,982$135,262Current debt 499,159 —Current lease liabilities 33,963 33,145Accrued compensation 137,431 130,596Deferred revenues 183,494 167,852Current taxes payable 5,182 13,041Dividends payable 41,500 41,410Total current liabilities 1,064,711 521,306   Long-term debt 890,542 1,368,260Deferred tax liabilities 13,040 14,902Taxes payable 41,315 45,095Long-term lease liabilities 146,978 157,104Other liabilities 3,121 11,192TOTAL LIABILITIES$2,159,707$2,117,859   STOCKHOLDERS’ EQUITY  TOTAL STOCKHOLDERS’ EQUITY$2,032,290$2,186,413   TOTAL LIABILITIES AND STOCKHOLDERS’ EQUITY$4,191,997$4,304,272 Consolidated Statements of Cash Flows (Unaudited)  Nine Months Ended May 31,(In thousands) 2026  2025 CASH FLOWS FROM OPERATING ACTIVITIES  Net income$412,354 $443,424 Adjustments to reconcile net income to net cash provided by operating activities  Depreciation and amortization 133,708  114,972 Amortization of lease right-of-use assets 24,269  23,152 Stock-based compensation expense 61,541  47,154 Deferred income taxes 20,808  3,154 Other, net 14,436  7,428 Changes in assets and liabilities, net of effects of acquisitions  Accounts receivable (24,376) (41,492)Prepaid expenses and other assets (3,759) 6,699 Accounts payable and accrued expenses 22,793  (49,717)Accrued compensation 7,541  3,789 Deferred revenues 15,030  4,955 Taxes payable, net of prepaid taxes (36,320) (19,108)Lease liabilities, net (30,533) (30,250)Net cash provided by operating activities 617,492  514,160    CASH FLOWS FROM INVESTING ACTIVITIES  Purchases of property, equipment, leasehold improvements and capitalized internal-use software (87,319) (74,840)Acquisition of businesses, net of cash and cash equivalents acquired —  (348,255)Purchases of investments (18,086) (4,433)Proceeds from maturity or sale of investments 36,050  58,155 Net cash provided by (used in) investing activities (69,355) (369,373)   CASH FLOWS FROM FINANCING ACTIVITIES  Proceeds from debt 95,000  803,410 Repayments of debt (75,000) (742,500)Dividend payments (122,684) (118,329)Proceeds from employee stock plans 27,534  72,616 Repurchases of common stock (506,000) (193,838)Deferred acquisition consideration (16,176) (4,699)Other financing activities (6,418) (15,987)Net cash provided by (used in) financing activities (603,744) (199,327)   Effect of exchange rate changes on cash, cash equivalents and restricted cash (1,678) 1,966 Net increase (decrease) in cash, cash equivalents and restricted cash (57,285) (52,574)Cash, cash equivalents and restricted cash at beginning of period 351,695  422,979 Cash, cash equivalents and restricted cash at end of period$294,410 $370,405    Reconciliation of total cash, cash equivalents and restricted cash:  Cash and cash equivalents$288,114 $356,361 Restricted cash included in Prepaid expenses and other current assets 5,296  6,522 Restricted cash included in Other assets 1,000  7,522 Total cash, cash equivalents and restricted cash$294,410 $370,405  Certain prior year figures have been conformed to the current year's presentation.

Reconciliation of U.S. GAAP Results to Adjusted Financial Measures

Organic Revenues

Organic revenues exclude the current year impact of revenues from acquisitions and the comparable impact of dispositions and discontinued lines of business, effected within the past 12 months and the current year impact of foreign currency movements. The table below provides a reconciliation of revenues to organic revenues:

(Unaudited)Three Months Ended  May 31, (In thousands) 2026  2025 ChangeRevenues$622,918 $585,520 6.4%Disposition revenues —  (3,296) Currency impact (52) —  Organic revenues$622,866 $582,224 7.0%
Non-GAAP Financial Measures

The table below provides a reconciliation of operating income, operating margin, net income and diluted EPS to adjusted operating income, adjusted operating margin, adjusted net income, EBITDA, adjusted EBITDA, and adjusted diluted EPS.

Adjusted operating income and margin, adjusted net income, and adjusted diluted earnings per share exclude acquisition-related intangible asset amortization and non-recurring items. EBITDA represents earnings before interest expense, provision for income taxes and depreciation and amortization expense, while adjusted EBITDA further excludes non-recurring non-cash expenses.

 Three Months Ended  May 31, (in thousands, except per share data) 2026  2025 % ChangeOperating income$166,301 $194,155 (14.3)%Intangible asset amortization 18,981  19,182  Restructuring/severance 19,629  —  CEO compensation costs(1) 4,322  —  Business disposition, acquisitions and related costs 1,769  1,976  Client bankruptcy charges 750  —  Adjusted operating income$211,752 $215,313 (1.7)%Operating margin 26.7% 33.2% Adjusted operating margin(2) 34.0% 36.8% Net income$126,718 $148,542 (14.7)%Intangible asset amortization 14,534  13,943  Restructuring/severance 15,030  —  CEO compensation costs(1) 3,309  —  Business disposition, acquisitions and related costs 1,355  1,436  Impairment within Other assets(3) 2,297  —  Client bankruptcy charges 574  —  Non-operating income from business disposition (48) —  Adjusted net income(4)$163,769 $163,921 (0.1)%Net income 126,718  148,542 (14.7)%Interest expense 13,839  15,122  Income taxes 27,403  31,406  Depreciation and amortization expense 45,869  40,845  EBITDA$213,829 $235,915 (9.4)%Non-recurring non-cash expenses(5) 6,336  —  Adjusted EBITDA$220,165 $235,915 (6.7)%Diluted EPS$3.50 $3.87 (9.6)%Intangible asset amortization 0.40  0.36  Restructuring/severance 0.42  —  CEO compensation costs(1) 0.09  —  Business disposition, acquisitions and related costs 0.04  0.04  Impairment within Other assets(3) 0.06  —  Client bankruptcy charges 0.02  —  Non-operating income from business disposition 0.00  —  Adjusted diluted EPS(4)$4.53 $4.27 6.1%Weighted average common shares (diluted) 36,191  38,344  (1) Related to the recognition, over their respective service periods, of one-time make-whole cash and equity awards issued to our CEO.
(2) Adjusted operating margin is calculated as Adjusted operating income divided by Revenues.
(3) Related to the impairment of an equity investment.
(4) For purposes of calculating Adjusted net income and Adjusted diluted EPS, all adjustments for the three months ended May 31, 2026 and May 31, 2025 were taxed at an adjusted tax rate of 23.4% and 27.3%, respectively.
(5) Primarily related to the impairment of an equity investment and the recognition, over their respective service periods, of one-time equity awards issued to our CEO.
Business Outlook Operating Margin, Net Income and Diluted EPS 

(Unaudited)  Figures may not foot due to roundingAnnual Fiscal 2026 Guidance(In millions, except per share data)Low end of rangeHigh end of rangeRevenues$2,450 $2,470 Operating income$760 $729 Operating margin 31.0% 29.5%   Intangible asset amortization 75  75 CEO compensation 25  25 Discrete items 10  12 Adjusted operating income$870 $840 Adjusted operating margin(a) 35.5% 34.0%   Net income$582 $555 Intangible asset amortization 60  60 CEO compensation 20  20 Discrete items 8  10 Adjusted net income$670 $645    Diluted earnings per common share$15.35 $14.85 Intangible asset amortization 1.63  1.63 CEO compensation 0.54  0.54 Discrete items 0.23  0.23 Adjusted diluted earnings per common share$17.75 $17.25 (a)   Adjusted operating margin is calculated as Adjusted operating income divided by Revenues.
Free Cash Flow 

Cash flows provided by operating activities have been reduced by purchases of property, equipment, leasehold improvements and capitalized internal-use software to report non-GAAP free cash flow.

(Unaudited)Three Months Ended  May 31, (In thousands) 2026  2025 ChangeNet Cash Provided for Operating Activities$284,520 $253,833 12.1%Less: purchases of property, equipment, leasehold improvements and capitalized internal-use software (30,475) (25,230)20.8%Free Cash Flow$254,045 $228,603 11.1%
Organic ASV

The following table presents the calculation of organic ASV.

(In millions)As of May 31, 2026As reported ASV$2,484.3 Impact from foreign currency movements 1.3 Organic ASV$2,485.6 Organic ASV annual growth rate(a) 7.1%(a) For comparability purposes, in calculating the organic ASV annual growth rate, the prior year excludes ASV from dispositions completed in the last 12 months.

FactSet Research Systems Inc. (NYSE:FDS) will release its third-quarter earnings report before the opening bell on Wednesday, July 1.

Analysts expect the company to report quarterly earnings of $4.45 per share, up from $4.27 per share in the year-ago period. The consensus estimate for FactSet Research’s quarterly revenue is $617.59 million. It reported $585.52 million last year, according to Benzinga Pro.

On May 27, RBC Capital analyst Ashish Sabadra maintained FactSet Research at Sector Perform and lowered the price target from $243 to $240.

With the recent buzz around FactSet Research, some investors may be eyeing potential gains from the company’s dividends. Currently, the company has an annual dividend yield of 2.00%, with a quarterly dividend of $1.16 per share ($4.64 per year).  

So, how can investors use its dividend yield to pocket a regular $500 per month?

To earn $500 per month or $6,000 annually from dividends alone, you would need an investment of approximately $299,640 or around 1,293 shares. For a more modest $100 per month or $1,200 per year, you would need $60,021 or around 259 shares.

To CalculateDivide the desired annual income ($6,000 or $1,200) by the dividend ($4.64 in this case). So, $6,000 / $4.64 = 1,293 ($500 per month), and $1,200 / $4.64 = 259 shares ($100 per month).

Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time.

How That Works The dividend yield is computed by dividing the annual dividend payment by the stock’s current price.

For example, if a stock pays an annual dividend of $2 and is currently priced at $50, the dividend yield would be 4% ($2/$50). However, if the stock price increases to $60, the dividend yield drops to 3.33% ($2/$60). Conversely, if the stock price falls to $40, the dividend yield rises to 5% ($2/$40).

Similarly, changes in the dividend payment can impact the yield. If a company increases its dividend, the yield will also increase, provided the stock price stays the same. Conversely, if the dividend payment decreases, so will the yield.

FDS Price Action: Shares of FactSet Research rose 11% to close at $231.74 on Friday.

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June 29, 2026 08:30 ET  | Source: FactSet Research Systems Inc.

The partnership brings FactSet’s trusted financial intelligence directly into agentic advisor workflows, helping advisors deliver personalized service at scale

NORWALK, Conn., June 29, 2026 (GLOBE NEWSWIRE) -- FactSet, a leading global data and AI solutions provider to the financial markets, today announced a partnership with TIFIN.AI, a leading AI platform for the wealth, asset management, and insurance industries, to accelerate the delivery of next-generation AI-powered workflows for wealth management firms. To further cement this long-term collaboration, FactSet has also made a strategic investment in TIFIN.AI, reflecting both companies’ commitment to accelerating the adoption of AI-powered workflows and advancing innovation across the wealth management sector.

Through the partnership with TIFIN.AI, FactSet will offer solutions to increase advisor productivity, deepen client engagement, and deliver personalized client service. FactSet’s clients will gain access to a growing suite of AI-powered capabilities integrated within FactSet Workstation and the broader wealth management ecosystem, with opportunities to expand across additional wealth management workflows over time. Initial solutions include:

Meeting Prep Agent: generates client-ready summaries, action items, portfolio insights, and personalized talking points in minutes, so advisors can focus less on prep and more on building meaningful client relationships.Book Intelligence Agent: surfaces actionable insights across an advisor’s book of business to help identify portfolio opportunities, strengthen client engagement, and prioritize outreach. The new suite features:

Institutional-Grade Intelligence: a combination of FactSet’s institutional-grade market data, analytics, and wealth management capabilities paired with TIFIN.AI’s purpose-built agentic workflow technology.Seamless Workflow Integration: the solution is designed to embed directly into advisor workflows, enabling firms to enhance productivity without disrupting existing operating models.Secure Enterprise-Ready Architecture: TIFIN.AI’s engine will operate entirely within FactSet’s infrastructure, ensuring client portfolio data remains inside FactSet’s environment.Auditable AI: the solution leverages FactSet's domain-specific answers engine and auditable workflows, providing firms with traceability into generated insights and helping mitigate hallucination risks associated with generic large language models. "This partnership reflects FactSet's continued commitment to helping wealth management firms modernize advisor workflows through practical, enterprise-grade AI solutions," said Kristina Karnovsky, Executive Vice President, Co-Head of Product at FactSet. "By combining FactSet's trusted data infrastructure and analytics capabilities with TIFIN's agentic workflow technology, we are enabling firms to deliver more personalized client experiences at scale while maintaining the transparency, governance, and operational rigor the industry requires. We are excited to continue building agents that drive innovation and efficiency for our wealth clients across critical workflows."

“FactSet’s strategic partnership reflects a shared belief that agentic workforces will play an important role in the future of wealth management,” said Harshendu Bindal, CEO of TIFIN.AI. “By combining FactSet’s trusted intelligence with our agentic capabilities, we are advancing a new generation of advisor workflows.”

Full details on FactSet’s AI solutions for wealth are available here: www.factset.com/marketplace/catalog/product/factset-ai-for-wealth.

About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,000 global clients and over 241,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at

www.factset.com and follow us on

X and

LinkedIn.

About TIFIN.AI
TIFIN.AI is an AI platform for wealth, asset management, and insurance. The company builds
agentic workforces to augment functions across wealth. Its systems connect data, software and
workflows, with the goal of delivering better wealth outcomes for more people.

FactSet Investor Relations:
Kevin Toomey
+1.212.209.5259
[email protected]

FactSet Media Relations:
Alexandra Shevchenko
+44 075 1813 1115
[email protected]

TIFIN.AI Media Contact
Tanya Bhasin
[email protected]
408-332-1750

Wall Street analysts expect FactSet Research (FDS - Free Report) to post quarterly earnings of $4.44 per share in its upcoming report, which indicates a year-over-year increase of 4%. Revenues are expected to be $617.19 million, up 5.4% from the year-ago quarter.

The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.

Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock.

While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.

In light of this perspective, let's dive into the average estimates of certain FactSet metrics that are commonly tracked and forecasted by Wall Street analysts.

The consensus estimate for 'Revenues from clients- International (EMEA + Asia Pacific)' stands at 212.71 million. The estimate suggests a change of +3.8% year over year.

The consensus among analysts is that 'Revenues from clients- US' will reach 403.21 million. The estimate points to a change of +6% from the year-ago quarter.

The combined assessment of analysts suggests that 'Total Annual Subscription Value' will likely reach $2.44 billion. The estimate is in contrast to the year-ago figure of $2.34 billion.

Analysts' assessment points toward 'Total Clients' reaching 9,255 . The estimate compares to the year-ago value of 8,811 .

The average prediction of analysts places 'Total Users' at 235,833 . The estimate is in contrast to the year-ago figure of 220,496 .

View all Key Company Metrics for FactSet here>>>

Over the past month, FactSet shares have recorded returns of -12.6% versus the Zacks S&P 500 composite's -1.4% change. Based on its Zacks Rank #2 (Buy), FDS will likely outperform the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

June 26, 2026 08:41 ET  | Source: FactSet Research Systems Inc.

Investment teams can now access trusted, pre-calculated analytics through conversational and agentic AI interfaces, extending governed, audit-ready outputs to AI-native workflows

NORWALK, Conn., June 26, 2026 (GLOBE NEWSWIRE) -- FactSet, a leading global data and AI solutions provider to the financial markets, today announced the limited release of the FactSet Portfolio Analytics MCP, bringing widely trusted portfolio analytics into conversational and agentic AI workflows. The new tool will provide buy-side investment professionals with broader access to governed performance, attribution and risk insights without rebuilding data pipelines or compromising governance.

Portfolio analytics has long been central to how buy-side firms measure performance, manage risk, and meet reporting obligations. The solution extends these validated, audit-approved outputs, relied upon as a book of record by investment teams globally, into AI-native environments.

Portfolio Analytics MCP will serve as an additional distribution method for analytics already in use, broadening access across organizations and building upon FactSet's existing analytics infrastructure. The tool will also provide pre-calculated, approved results through natural language and agentic interfaces. Underlying this is a semantic and metadata layer that keeps AI-powered queries anchored to official and consistent outputs. Other features and capabilities of the solution include:

Natural language and agentic querying: Users can query approved analytics conversationally, without manual workflow navigation or software builds.Enterprise-level AI Ready Data: Results are delivered inside clients' private LLM environments, keeping AI-powered workflows grounded in audit-friendly, book-of-record data.Developer support: Engineering and architecture teams can build proprietary agents and AI applications on top of FactSet’s industry-leading analytics without custom integrations.Seamless research integration: Company-specific portfolio analytics connect directly into fundamental and quantitative research solutions developed by FactSet or by users.Reduced setup complexity: A guided semantic and metadata layer steers users toward approved outputs, minimizing configuration overhead.
"Flexible, seamless and open access to FactSet's industry-leading portfolio analytics has been a guiding principle as we work continuously to meet the needs of our clients. The new FactSet Portfolio Analytics MCP brings governed analytics to a wider audience within our clients’ ecosystems and AI-native workflows, extending what they already trust, without compromising the auditability and consistency they depend on," - said David Mellars, Head of Portfolio Analytics at FactSet.

FactSet Portfolio Analytics MCP builds on FactSet's expanding suite of AI-ready data capabilities — including unstructured data MCP, vectorized data API, Event Hub, and Intelligent Document Service — giving clients access to a wide breadth of governed, enterprise-grade data they need to power AI solutions across their enterprises.

Learn more at https://www.factset.com/marketplace/catalog/product/portfolio-analytics-mcp.

About FactSet

FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,000 global clients and over 241,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.

Investor Relations: 
Kevin Toomey
+1.212.209.5259
[email protected]   

Media Relations:
Alexandra Shevchenko
+44 075 1813 1115
[email protected]

FactSet Research Systems gains from recurring revenues, AI integration and acquisitions, but rising costs and integration hurdles pressure margins.

FactSet Research Systems Inc. (NYSE:FDS) will release its third quarter earnings report after the closing bell on Wednesday, July 1.

Analysts expect the Norwalk, Connecticut-based company to report quarterly earnings of $4.45 per share, up from $4.27 per share in the year-ago period. The consensus estimate for FactSet Research’s quarterly revenue is $617.59 million. It reported $585.52 million last year, according to Benzinga Pro.

On May 5, FactSet raised its quarterly dividend from $1.10 per share to $1.16 per share.

FactSet Research shares fell 0.2% to close at $218.15 on Tuesday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.

Considering buying FDS stock? Here’s what analysts think:

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Is FactSet Research Systems Inc (FDS) a Bargain After 3.9% Drop? GF Value Says Undervalued

On June 17, 2026, FactSet Research Systems Inc FDS shares fell 3.9% to $228.30, reflecting a broader trend of volatility as the stock has experienced a 52-week range between $185.00 and $453.41. The year-to-date performance shows a decline of 20.5%, and a staggering 45.2% drop over the past year.

GF Value™ verdict: Current price of $228.30 compared to GF Value™ of $506.95 indicates a 55.0% upside.GF Score™ of 77/100 signifies an above-average ranking, suggesting solid long-term potential.Most notable signal: No insider transactions have occurred in the last 3 months, indicating a potential wait-and-see approach from insiders. Is FDS Overvalued or Undervalued? FactSet Research Systems Inc FDS currently trades at $228.30, significantly below its GF Value™ of $506.95, positioning it as 55.0% undervalued. This substantial margin of safety may present a compelling opportunity for investors considering the company's solid fundamentals, which are reflected in its above-average GF Score™ of 77/100. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

The GF Valuation label of "Significantly Undervalued" further underscores this opportunity, suggesting that FDS's current market price does not accurately reflect its intrinsic value based on historical performance and growth potential. However, it is essential to approach this situation with caution, as a decline in market sentiment or broader economic challenges could pose risks to achieving this estimated value.

How Does FDS's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 14.7x 34.4x Forward P/E 11.8x N/A The current P/E (TTM) of 14.7x is significantly below its 5-year median P/E of 34.4x and the forward P/E of 11.8x. This P/E analysis aligns with the GF Value™ verdict, reinforcing the notion that FDS is trading at a significant discount compared to its historical valuation metrics.

What Does FDS's GF Score™ Tell Us? Metric Rating GF Score™ 77 Financial Strength 6/10 Profitability 10/10 Growth 10/10 Valuation 2/10 Momentum 1/10 The GF Score™ of 77/100 indicates that FactSet Research Systems Inc possesses strong fundamentals, particularly in profitability and growth, both receiving perfect scores of 10/10. However, the lower valuation score of 2/10 and momentum score of 1/10 suggest that the stock may be facing challenges in market sentiment and value recognition. Collectively, these scores indicate a company with strong operational metrics but possibly undervalued in the current market environment.

What Are Insiders Doing with FDS Stock? There have been no insider transactions in the last three months for FactSet Research Systems Inc, which could imply a cautious stance among insiders. The absence of activity may suggest that they are waiting for more favorable market conditions or waiting to see how the company's performance unfolds in the near future.

What This Means for Investors Based on the GF Value™ assessment, FactSet Research Systems Inc is currently undervalued, presenting a potential opportunity for long-term growth if market conditions stabilize and sentiment improves. However, investors should remain aware of the company's recent price volatility and low momentum rank, which may pose risks in the short term.

For the complete analysis, visit the FactSet Research Systems Inc FDS stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is FDS's GF Score™?

FDS's GF Score™ is 77/100, indicating an above-average ranking based on key aspects that suggest solid long-term potential.

Is FDS overvalued or undervalued?

According to GF Value™, FDS is currently undervalued, trading at $228.30 compared to a fair value estimate of $506.95.

What is FDS's P/E ratio?

FDS's P/E ratio is 14.7x, which is significantly below its 5-year median P/E of 34.4x, indicating that the stock is trading at a lower valuation than its historical averages.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

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Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

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Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

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Stock to Watch: FactSet Research (FDS - Free Report) Headquartered in Norwalk, CT, FactSet Research Systems Inc. is a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community. Through its analytics, service, content, and technology, the company offers information to investment professionals like portfolio managers, wealth managers, research and performance analysts, risk managers, research professionals, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and fixed income professionals. By integrating datasets and analytics across asset classes with client data, FactSet supports the workflow of both buy-side and sell-side clients. Through its wide application suite, FactSet offers tools and resources that include company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. The company derives revenues from subscriptions to products and services such as workstations, analytics, enterprise data, research management, and trade execution.

FDS is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.

Momentum investors should take note of this Business Services stock. FDS has a Momentum Style Score of A, and shares are up 18.4% over the past four weeks.

Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.02 to $17.66 per share. FDS also boasts an average earnings surprise of +0.4%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, FDS should be on investors' short list.

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.93% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

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A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: FactSet Research (FDS - Free Report) Headquartered in Norwalk, CT, FactSet Research Systems Inc. is a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community. Through its analytics, service, content, and technology, the company offers information to investment professionals like portfolio managers, wealth managers, research and performance analysts, risk managers, research professionals, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and fixed income professionals. By integrating datasets and analytics across asset classes with client data, FactSet supports the workflow of both buy-side and sell-side clients. Through its wide application suite, FactSet offers tools and resources which includes company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. The company derives revenues from subscriptions to products and services such as workstations, analytics, enterprise data, research management, and trade execution.

FDS is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 12.77; value investors should take notice.

For fiscal 2026, eight analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.26 to $17.65 per share. FDS boasts an average earnings surprise of +0.4%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, FDS should be on investors' short list.

Key Takeaways WM's Q1 adjusted EPS rose y/y to $1.81 from $1.67; revenues grew 3.5% to $6.23B.WM said pricing and cost optimization lifted adjusted EBITDA 5.9% and expanded the margin by 70 bps.WM volumes fell 1.5% on harsh winter and lower-margin exits; operating cash flow jumped 24% to $1.5B. Waste Management, Inc. (WM - Free Report) reported first-quarter 2026 results, wherein earnings surpassed the Zacks Consensus Estimate but revenues fell short.

The company posted adjusted earnings of $1.81 per share, which beat the Zacks Consensus Estimate of $1.75 by 3.4%. The bottom line improved from the year-ago quarter’s adjusted figure of $1.67.

Revenues of $6.23 billion missed the Zacks Consensus Estimate of $6.29 billion by 1.1%. However, the top line increased 3.5% year over year.

WM’s Q1 HighlightsWaste Management delivered solid profitability in the quarter, backed by disciplined pricing, cost optimization and contributions from sustainability-driven growth initiatives.

Adjusted operating EBITDA rose 5.9% year over year, while the margin expanded 70 basis points, reflecting strong execution across the business.

The Collection and Disposal segment remained a key growth driver, benefiting from favorable price-to-cost spreads and operational efficiencies. Meanwhile, Recycling and Renewable Energy businesses gained from higher volumes and automation-led improvements.

Segmental PerformanceRevenue growth was primarily driven by core pricing gains of 6.3% and solid yield in collection and disposal operations. However, overall volumes declined 1.5% due to harsh winter weather, strategic shedding of lower-margin residential business and difficult year-over-year comparisons related to prior wildfire cleanup activity.

The Healthcare Solutions business delivered strong EBITDA growth during the quarter, supported by effective cost management and synergy realization.

Financial PositionWM generated robust cash flows during the quarter. The operating cash flow totaled $1.5 billion, reflecting a 24% year-over-year increase. The free cash flow came in at $920 million, significantly higher than $475 million in the prior-year quarter.

The company also maintained a strong capital allocation strategy, returning approximately $729 million to shareholders through dividends and share repurchases during the quarter.

OutlookManagement expressed confidence in the company’s momentum and reaffirmed its 2026 outlook. Continued investments in recycling, renewable energy, healthcare solutions and automation are expected to support growth and margin expansion.

ConclusionWM delivered a solid earnings beat in the first quarter of 2026, reflecting strong operational execution and margin expansion. While revenues slightly missed expectations, the company’s pricing strength, cost discipline and growing sustainability businesses position it well for the remainder of the year.

WM carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Earnings SnapshotFactSet (FDS - Free Report) reported impressive results for second-quarter fiscal 2026.

FDS’s earnings per share of $4.46 beat the consensus mark by 2.1% and increased 4.2% from the year-ago quarter. Revenues of $611 million beat the Zacks Consensus Estimate by a slight margin and rose 7.1% from the year-ago quarter.

Equifax Inc. (EFX - Free Report) registered impressive first-quarter 2026 results.

EFX posted $1.86 in earnings per share, beating the Zacks Consensus Estimate by 10%. This marked a 21.6% jump from the first quarter of 2025. The company recorded $1.7 billion in its top line, surpassing the consensus estimate by 2.3%. Revenues increased 14.6% from the year-ago quarter.

It has been about a month since the last earnings report for FactSet Research (FDS - Free Report) . Shares have added about 3.3% in that time frame, underperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is FactSet due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.

FactSet’s Q2 Earnings Beat EstimatesFactSet Research Systems has reported impressive results for the second-quarter fiscal 2026, wherein both earnings and revenues surpassed the Zacks Consensus Estimate.

FDS’ earnings per share of $4.46 beat the consensus mark by 2.1% and increased 4.2% from the year-ago quarter. Revenues of $611 million beat the Zacks Consensus Estimate by a slight margin and rose 7.1% from the year-ago quarter.

FactSet’s Revenues in DetailOrganic revenues increased 6.8% year over year to $606.2 million. Region-wise, organic revenue growth was 7.4% for the Americas, 4% for the EMEA and 9.7% for the Asia Pacific.

Revenues generated from the Americas segment were $399.7 million, up 8.1% from the year-ago quarter, surpassing our estimate of $396.2 million. Revenues from the EMEA were $149.1 million, an increase of 4% from the year-ago quarter. The figure beat our estimate of $145.2 million. Revenues from the Asia Pacific were $62.2 million, marking 8% growth on a year-over-year basis, surpassing our estimate of $61.8 million.

FDS’s ASV Plus Professional ServicesFactSet’s Annual Subscription Value (ASV) plus professional services was $2.5 billion. Organic ASV was $2.4 billion, up 6.7% from the year-ago quarter.

Organic ASV generated from the United States was $1.6 billion, increasing 7% from the year-ago quarter. Organic ASV from the EMEA was $594.2 million, gaining 4.3% year over year. Organic ASV from the Asia Pacific was $249.1 million, up 10% on a year-over-year basis.

FactSet added 98 clients in the second quarter of fiscal 2026, driven by corporate and wealth management clients, taking the total to 9,101. The annual client retention rate is 91%.

FactSet's Operating ResultsThe adjusted operating income was $214.1 million, which moved up marginally from the year-ago quarter and missed our estimate of $216.3 million. The adjusted operating margin of 35% declined 230 basis points from the year-ago quarter.

FactSet’s Balance Sheet & Cash FlowThe company exited the quarter with a cash and cash-equivalent balance of $268.3 million compared with $275.4 million in the first quarter of fiscal 2026. The long-term debt was $1.4 billion, flat with the preceding quarter.

FDS generated $211.7 million in cash from operating activities. However, its capital expenditure was $26 million. The free cash flow utilized was $185.7 million.

FY26 Guidance for FDSFor fiscal 2026, the company hiked revenue expectations to $2.45-$2.47 billion compared with the preceding quarter’s view of $2.423-$2.448 billion.

FDS raised earnings per share expectations to $17.25-$17.75 compared with the preceding quarter’s $16.9-$17.6. The adjusted operating margin is projected to be 34-35.5%.

How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a upward trend in estimates revision.

VGM ScoresCurrently, FactSet has a average Growth Score of C, though it is lagging a lot on the Momentum Score front with an F. However, the stock has a score of B on the value side, putting it in the top 40% for value investors.

Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending upward for the stock, and the magnitude of these revisions indicates a downward shift. It comes with little surprise FactSet has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.

NORWALK, Conn., May 05, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced that its Board of Directors approved an increase in the regular quarterly cash dividend to $1.16 per share from $1.10 per share.

The $0.06 per share increase marks the twenty-seventh 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, 2026, to holders of record of FactSet’s common stock at the close of business on May 29, 2026.

About FactSet

FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,000 global clients and over 241,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.

FactSet
Investor Relations:
Kevin Toomey
+1.212.209.5259
[email protected]

Media Relations:
Vested
+1.917.291.2366
[email protected]

May 12, 2026 08:00 ET  | Source: FactSet Research Systems Inc.

New integrated workflow enables more frequent, transparent, and scalable valuations

NORWALK, Conn., May 12, 2026 (GLOBE NEWSWIRE) --  FactSet, a global financial digital platform and enterprise solutions provider, today announced a partnership with Valutico, a leading provider of valuation technology, to deliver an integrated, end-to-end valuation workflow for private capital markets.

The partnership addresses a growing challenge across the industry: as investor expectations shift toward more frequent and transparent valuations, existing workflows — often reliant on spreadsheets and manual data re-entry — are becoming increasingly difficult to scale. Firms are being asked to produce institutional-grade valuations on a monthly or even more frequent basis, without a corresponding evolution in infrastructure.

Through this partnership, FactSet brings together portfolio data, valuation modeling, and reporting into a single, connected workflow designed to meet this shift. Portfolio company financials collected in FactSet’s Cobalt as part of portfolio monitoring flow directly into Valutico’s purpose-built valuation platform, where analysts can access all income-, market- and asset-based methodologies including DCF, Trading Multiples, Transaction Multiples, Venture Capital Methods, LBO, and more. Once finalized, valuation outputs, including enterprise value, equity value, and waterfall calculations, are automatically returned and tracked alongside portfolio performance and reporting.

“We looked at a range of options and Valutico stood out because valuation isn't a feature for them, it's what they specialize in,” said Emily Monaghan, Senior Vice President and Senior Director, Private Capital at FactSet. “That distinction matters here more than it might elsewhere because valuation is one of those challenges where a partial solution simply doesn't hold up at scale. The methodology, breadth, auditability, and consistency required across a growing portfolio of companies demands a purpose-built platform. Valutico brings that, and with FactSet's market data — public company financials, estimates, comps, and transaction multiples — natively integrated into the workflow, our clients get a complete solution that is unique in the market.”

“For us, the right integration partner isn't just about data access. It's about where firms actually work,” said Paul Resch, Co-Founder and CEO of Valutico, a former investment banker himself “Cobalt is the system of record for private capital portfolio management, and that's exactly where valuation needs to live. When valuation sits outside the investment workflow, you introduce inconsistency, version drift, and friction that only compounds as portfolios grow. Connecting directly to Cobalt eliminates that. Every valuation draws from the same data that drives monitoring and reporting, and every output flows back into that same record. We have had clients asking us for native FactSet data integration for some time now. This partnership means we can finally deliver that, and the result is a valuation workflow with no real equivalent in the market.”

The workflow is anchored within FactSet’s Cobalt platform, which serves as a centralized system of record for portfolio data, performance, and investor reporting. By extending that foundation into the valuation process, FactSet ensures that valuation inputs and outputs remain connected to the broader investment lifecycle, eliminating the data silos and manual re-entry that have long constrained private capital workflows.

Valutico’s platform supports a wide range of valuation methodologies across income, market, and asset-based approaches, with integrated access to FactSet’s market data, including comps, public company financials, estimates, and M&A transaction multiples. Analysts retain full control over assumptions, methodology selection, and adjustments while benefiting from a more efficient, consistent private capital workflow.

For more information, please visit Cobalt Portfolio Monitoring Platform | AI-powered Portfolio Monitoring.

About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,000 global clients and over 241,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.

About Valutico
Valutico provides valuation and deal management software for financial professionals. Its platform helps advisory firms, investors, and corporate finance teams work more efficiently across valuation, analysis, and transaction workflows. With a focus on clarity, speed, and auditability, Valutico combines financial technology, data, and AI to support better decision-making in high-stakes deals.

Investor Relations:
Kevin Toomey
+1.212.209.5259
[email protected]

Media Relations:
Vested
+1.917.291.2366
[email protected]

Valutico:
Alexander Harris
+44 7555763438
[email protected]

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: FactSet Research (FDS - Free Report) Headquartered in Norwalk, CT, FactSet Research Systems Inc. is a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community. Through its analytics, service, content, and technology, the company offers information to investment professionals like portfolio managers, wealth managers, research and performance analysts, risk managers, research professionals, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and fixed income professionals. By integrating datasets and analytics across asset classes with client data, FactSet supports the workflow of both buy-side and sell-side clients. Through its wide application suite, FactSet offers tools and resources which includes company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization and research management solutions. The company derives revenues from subscriptions to products and services such as workstations, analytics, enterprise data, research management, and trade execution.

FDS is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 11.44; value investors should take notice.

Seven analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.23 to $17.65 per share. FDS boasts an average earnings surprise of +0.4%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, FDS should be on investors' short list.

Key Takeaways FactSet shares gained 7% in three months, outperforming its industry's 1.6% decline.FDS expanded its capabilities through the LiquidityBook and LogoIntern acquisitions in 2025.FDS strengthened AI and digital-asset offerings via OpenAI and Coin Metrics partnerships. FactSet Research Systems Inc. (FDS - Free Report) , a leading provider of integrated financial information, analytical applications and industry-leading service for the global investment community, has delivered an impressive performance over the past few months and shows potential to sustain its momentum in the near term. Therefore, if you have not taken advantage of the share price appreciation yet, should add the stock to your portfolio.

What Makes FDS an Attractive Pick?An Outperformer: A glimpse at the company’s price trend reveals that the stock has had a decent run over the past three months. Shares of FactSet have gained 7% against the 1.6% decline of the industry it belongs to.

Solid Rank: FDS currently carries a Zacks Rank #2 (Buy). Our research shows that stocks with a Zacks Rank #1 (Strong Buy) or #2 offer attractive investment opportunities for investors. 

Northward Estimate Revisions: Over the past 60 days, seven estimates for fiscal 2026 have moved northward, reflecting analysts’ confidence in the company. The Zacks Consensus Estimate for fiscal 2026 earnings has increased 1.3% during this period.

Positive Earnings Surprise History: FDS has an impressive earnings surprise history. The company's earnings outpaced the Zacks Consensus Estimate in two of the past four quarters and missed twice, delivering a surprise of 0.4%, on average.

Strong Growth Prospects: The Zacks Consensus Estimate for FactSet’s third-quarter fiscal 2026 earnings is pegged at $4.44 per share, indicating 4% year-over-year growth. For fiscal 2026, the consensus estimate is pegged at $17.65 per share, implying 4% year-over-year growth.

Growth Factors: FactSet strengthens its leadership position by providing sophisticated analytics and flexible technology to global financial professionals. A growing customer base and strong global presence enable the company to deliver extensive data analytics, services, content and technology. The company supports rising demand from both buy-side and sell-side clients by integrating datasets and analytics across asset classes. FDS’ offerings include company and industry analyses, full screening, portfolio analysis, risk profiles, alpha testing, portfolio optimization and research management solutions.

FDS pursues acquisitions and investments to drive growth. The acquisition of LiquidityBook in 2025, a cloud-native trading solutions provider that offers modern and scalable order management, pre-trade compliance and investment book of record, enhances the company’s ability to serve the integrated workflow requirements of clients across the portfolio life cycle. The recently acquired LogoIntern, a banking workflow tool coupled with FactSet's new Pitch Creator solution, improves junior bankers' productivity by automating tasks related to managing presentation logos.

Strategic partnerships with multiple firms also remain a driving factor for FDS’ growth. The recent collaboration with Coin Metrics enables FDS to integrate digital-asset data into its solutions, empowering financial professionals to monitor digital assets, analyze portfolios and stay informed about market trends. The company is also strengthening partnerships with leading AI and cloud companies, including Snowflake, Databricks, Anthropic and OpenAI, enabling clients to integrate FactSet datasets into AI-driven workflows more efficiently.

FactSet consistently rewards its shareholders through dividends and share repurchases. In fiscal 2025, 2024 and 2023, the company repurchased shares worth $300.4 million, $235 million and $177 million, respectively, while paying out $160 million, $151 million and $139 million in dividends.

Other Stocks to ConsiderSome other top-ranked stocks in the broader Zacks  Business Services sector are Trane Technologies plc (TT - Free Report) and TransUnion (TRU - Free Report) .

Trane Technologies carries a Zacks Rank #2 at present. It has a long-term earnings growth expectation of 14.6%. You can see the complete list of today’s Zacks #1 Rank stocks here.

TT delivered a trailing four-quarter earnings surprise of 2.7%, on average.

TransUnion also holds a Zacks Rank of 2 at present. It has a long-term earnings growth expectation of 13.5%.

TRU's earnings beat estimates in each of the past four quarters, with the surprise being 6.3%, on average.

NORWALK, Conn., June 03, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced it will release its financial and operating results for the third quarter fiscal 2026, ending May 31, 2026, on Wednesday, July 1, 2026.

FactSet will host a conference call at 9:00 a.m. Eastern Time on the same day to discuss the results, followed by a live Q&A session.

Third Quarter Fiscal 2026 Conference Call Details

Please register for the conference call using the above link in advance of the call start time. Upon registration, you will receive dial-in information and a unique access PIN.

The earnings presentation will be available on FactSet’s Investor Relations website at 8:30 a.m. Eastern Time on July 1, 2026, 30 minutes before the earnings call begins.

A replay will be available on the Investor Relations website after 1:00 p.m. Eastern Time on July 1, 2026, and will remain accessible through July 1, 2027. A transcript of the earnings call will be available via FactSet CallStreet.

About FactSet

FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,000 global clients and over 241,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.

FactSet
Investor Relations:
Kevin Toomey
+1.212.209.5259
[email protected]

Media Relations:
Vested
+1.917.291.2366
[email protected]