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FactSet

FactSet Research Systems Inc., trading as FactSet, is an financial data and software company founded in 1978 by Howard Wille and Charles J. Snyder. Headquartered in , the company develops and delivers integrated financial information and analytical applications to the global investment community. FactSet serves over 237,000 investment professionals at nearly 9,000 client firms worldwide, enabling them to access comprehensive financial data, , and solutions for informed decision-making. Since its inception, FactSet has pioneered innovative ways to deliver computer-based financial information, evolving from early concepts in the late to a publicly traded entity listed on the since 1996. The company operates from 35 offices across 20 countries, maintaining a strong focus on client retention with a 95% Annual Subscription Value (ASV) retention rate and 45 consecutive years of revenue growth as of 2025. Its core offerings include the FactSet Workstation for and , AI-powered tools for task and insights, and access to over 300 feeds through the Open:FactSet Marketplace. These solutions cater to managers, corporations, and other financial entities, emphasizing flexible, open platforms that consolidate from multiple sources to streamline workflows and enhance productivity. FactSet's commitment to innovation is reflected in its emphasis on next-generation AI, conversational interfaces, and dedicated client support, positioning it as a leader in providing actionable market insights and analytics. The company fosters an inclusive culture guided by values of , engagement, and corporate citizenship, while prioritizing initiatives across its global operations.

Overview

Founding and early operations

FactSet was founded in September 1978 by Howard Wille and Charles J. "Chuck" Snyder in , as a provider of financial services targeted at professionals. The two founders, former colleagues at an investment firm, drew on their experience in research and to establish the company, initially operating as a small enterprise with a focus on delivering concise financial overviews. In its early years, FactSet concentrated on compiling and distributing U.S. data for institutional investors through manual processes. The company licensed third-party data sources, processed them on a shared , and produced four-page "fact sets"—detailed financial summaries—that were printed and delivered via bicycle messengers to clients in . This paper-based model addressed the need for accessible, standardized financial information in an era dominated by manual research methods, though it faced initial challenges with data accuracy due to the labor-intensive compilation and competition from traditional manual services like printed reports from brokerage firms. A key advancement came in 1981 when Snyder developed a method to download from FactSet's mainframe directly into , the first program for personal computers, marking the introduction of electronic data delivery and enabling clients to integrate financial into their own analyses via modems and early PCs. Building on this, FactSet launched the Universal Screening tool in 1988, which provided enhanced capabilities for portfolio analysis and stock screening based on user-defined criteria. The following year, in 1989, the company introduced the Private Database Service, allowing clients to store and access customized proprietary feeds alongside FactSet's standard datasets. These innovations laid the groundwork for FactSet's transition from a niche distributor to a more integrated provider.

Global presence and workforce

FactSet is headquartered in , and operates 35 offices across 20 countries as of August 31, 2025, enabling it to serve clients globally with localized support and infrastructure. Key regional hubs include in the for EMEA operations, in for Asia-Pacific activities, in for South Asian expansion, and as a strategic base in . This distributed network facilitates efficient delivery of financial data and analytics to investment professionals worldwide. The company's workforce totals 12,800 employees as of the end of fiscal 2025, reflecting a 3.2% increase from the prior year and supporting its growth in and software services. FactSet emphasizes and through initiatives like the Women's Inclusion Network, a Diversity & Inclusion Advisory Council, and the appointment of a Global Chief , Equity & Officer, earning recognition as one of America's Greatest Workplaces for in 2025. Following the , FactSet implemented hybrid policies, typically allowing 2-3 days per week from home to enhance flexibility and employee while maintaining . FactSet's revenue is predominantly generated from , with regional contributions reflected in its organic Annual Subscription Value (ASV) for fiscal 2025: the Americas segment at $1,542 million (approximately 65% of total ASV), EMEA at $586 million (25%), and at $243 million (10%). This breakdown underscores the company's strong U.S. foundation while highlighting growth in international markets, particularly in with 7% year-over-year ASV increase. Sustainability is integrated into FactSet's operations, with a commitment to net-zero greenhouse gas emissions by 2040 and near-term targets validated by the . The company reports on (ESG) metrics through annual sustainability disclosures, participation in the CDP and EcoVadis assessments, and adherence to the UN Compact principles, focusing on reducing operational impacts such as energy use in data centers.

Leadership and governance

As of 2025, FactSet's executive leadership is headed by Sanoke Viswanathan, who succeeded on September 8, 2025. Viswanathan possesses a robust background in technology and finance, including over 15 years at where he led global strategy and initiatives in international . The is Helen Shan, who assumed the role on July 23, 2024, drawing on her prior tenure as FactSet's from to and extensive experience in financial operations at firms like . Key supporting executives include Kate Stepp, , responsible for technological innovation and infrastructure, and Christopher McLoughlin, and , overseeing legal compliance and corporate affairs. FactSet's comprises 10 members: the CEO and nine independent directors, many with specialized expertise in , , and related sectors, such as Malcolm Frank (Chair) who brings insights from software and . The board's ensures a balance of internal and external perspectives to guide strategic decisions. Governance at FactSet prioritizes ethical standards, including the ethical sourcing of data as outlined in the company's Code of Business Conduct and Ethics, which mandates legal and transparent practices across global operations. The firm maintains strict compliance with U.S. regulations through regular filings, risk management protocols, and adherence to NYSE listing standards. Additionally, the board promotes , with women comprising 40% of its members, reflecting a commitment to inclusive representation in decision-making.

History

Inception and initial growth (1978–1989)

FactSet Research Systems Inc. was incorporated in September 1978 by Howard Wille and Charles Snyder, two professionals who sought to streamline financial data access for investors. Drawing on their experience in equity research, they initially focused on compiling and delivering fundamental data about publicly traded companies. In 1979, the company launched its inaugural product, Company FactSet, a software program that generated standardized four-page reports on corporate fundamentals, such as earnings, balance sheets, and valuations, sourced primarily from the Investment Survey database. These reports marked FactSet's entry into the financial information market, emphasizing equity analysis to aid investment decision-making during a period of growing demand for reliable data amid economic volatility in the late . By 1981, FactSet pivoted toward electronic delivery to capitalize on emerging personal computing trends, introducing its first client terminal that connected subscribers to the company's mainframe computers. A key innovation came when Snyder devised a method to download data directly from FactSet's system into , the pioneering software for personal computers, enabling users to perform real-time analysis and modeling without relying on paper reports. This shift from manual, printed outputs to digital integration addressed the limitations of physical distribution and positioned FactSet as an early adopter of technology-driven financial tools, though it required overcoming technical hurdles in data transfer compatibility during the nascent PC era. The late 1980s saw further advancements in data querying and customization. In 1988, FactSet debuted Universal Screening, a tool that expanded prior limited screening features introduced in 1984, allowing users to apply custom criteria—such as financial ratios or market metrics—across vast datasets for targeted selection. This capability enhanced analytical depth for managers and analysts by facilitating complex searches without manual sifting. Following this, in 1989, the company launched the Private Database Service (PDS), which permitted clients to upload and integrate their proprietary data, like holdings or internal models, directly into FactSet's platform for seamless analysis alongside public datasets. Throughout this period, FactSet's centered on subscription-based access to its databases and applications, with clients paying monthly fees for and data usage, generating steady income as the user base grew from a handful of firms. However, early operations faced significant challenges in data standardization, as aggregating fundamentals from disparate sources like required reconciling varying formats, definitions, and update cadences to ensure accuracy and usability across electronic platforms. These efforts laid the groundwork for FactSet's reputation in reliable by the decade's end.

Public listing and international expansion (1990–2000)

In the early 1990s, FactSet began its international to address growing demand from global investment professionals, starting with the opening of its first office in in 1993. This move was aimed at serving clients in the EMEA region by providing localized support and access to the FactSet , which had already gained traction in the U.S. for integrated financial data and analytics. The London office marked a strategic shift toward , enabling FactSet to tailor its services to market needs while leveraging its core technology platform. Building on this momentum, FactSet entered the Asian market in 1995 by launching its first office in , further solidifying its international footprint. The office focused on supporting and regional clients with and screening tools, contributing to the company's that year to FactSet Systems . This expansion was driven by increasing adoption of workstation-based among institutional investors in , where demand for comprehensive was rising amid in the region. By the end of 1995, these international efforts had helped FactSet grow its user base to fewer than 400 subscribers worldwide, laying the groundwork for broader global outreach. A pivotal milestone came in 1996 when FactSet went public through an on the under the FDS, commencing trading on June 28. The IPO involved issuing 3,593,750 shares at $17 each, raising approximately $61 million in gross proceeds, which were primarily allocated to technology upgrades, product development, and further international expansion. This influx of capital enabled enhancements to the FactSet platform, including improved and user interfaces, accelerating workstation adoption among clients. Concurrently, FactSet forged early partnerships with key data providers, such as , to expand content coverage and enhance the depth of real-time available on its system. These developments fueled significant throughout the decade, with annual revenues increasing from approximately $20 million in 1990 to $134.2 million by fiscal 2000, largely propelled by widespread adoption of the FactSet and expanding operations. The revenue surge reflected a exceeding 20% in the mid-1990s, supported by an growing client base in and banking sectors that valued the platform's efficiency in and analysis. This period established FactSet as a key player in global financial information services, setting the stage for sustained expansion into the new millennium.

Product innovation and acquisitions (2000–2015)

In the early 2000s, FactSet focused on enhancing its analytical capabilities through key product launches that addressed portfolio management and data integration needs. In the summer of 2000, the company released SPAR (Style, Performance, and Risk), a returns-based portfolio analysis application designed to evaluate style, performance, and risk metrics, including over 70 risk statistics, enabling users to compare portfolios against benchmarks like equity and fixed income indices. This tool became essential for asset managers seeking to dissect investment risks and returns efficiently. Concurrently, FactSet acquired Innovative Systems Techniques, Inc. (Insyte) in July 2000, integrating its Vision technology to launch Data Central, a platform for uploading, maintaining, and distributing client-specific data such as portfolio holdings, stock ratings, and earnings estimates within the FactSet ecosystem. Data Central facilitated seamless data sharing and customization, setting a new standard for integration and usability in financial research workflows. By the mid-2000s, FactSet continued innovating in to meet demands for dynamic insights. In fiscal 2006, the company advanced its platform, a quotes and news application that aggregated from over 100 exchanges and news sources, allowing users to monitor movements, news alerts, and visualizations in a unified interface. enhanced the workstation by providing customizable dashboards for buy-side and sell-side analysts, with subsequent upgrades like version 3.0 in 2007 further expanding global content and functionality. This development solidified FactSet's position in delivering interactive, low-latency tools for intraday decision-making. Acquisitions during this period strategically bolstered FactSet's data depth and specialized analytics. In April 2008, FactSet purchased a copy of the Fundamentals database, including the WorldScope dataset, for approximately $63 million, gaining comprehensive global company financials, ownership details, and daily updates to enrich its fundamentals coverage across 50,000+ securities. This move, rebranded as FactSet Fundamentals, improved access to standardized international and ratios, supporting cross-border . In June 2010, FactSet acquired Market Metrics for $55 million, incorporating its analytics, including broker surveys, dealer rankings, and insurance product data, to expand quantitative tools for and market analysis. Further strengthening its content aggregation, FactSet acquired StreetAccount in June 2012 for an undisclosed amount, integrating its proprietary news service that curated and timestamped market-moving updates from sell-side , earnings calls, and industry events into the FactSet . StreetAccount's structured feeds enhanced real-time news filtering and searchability, aiding institutional investors in tracking company-specific developments and sector trends. Culminating the period, in September 2015, FactSet acquired Portware for $265 million, adding an execution management system () for across equities, , and , which optimized order routing, pre-trade analytics, and compliance workflows. This acquisition extended FactSet's reach into trade execution, complementing its front-office data tools.

Modern era and strategic developments (2015–present)

In the modern era, FactSet has accelerated its growth through targeted acquisitions that bolstered its offerings in risk analytics, sustainable investing, market identifiers, trading infrastructure, and productivity tools, while navigating leadership transitions and embracing technological advancements in and . A pivotal early move came in 2017 with the acquisition of BISAM Technologies for $205.2 million, enhancing FactSet's portfolio performance measurement and risk management capabilities through BISAM's B-One cross-asset solution, which integrated seamlessly with existing analytics tools. This deal strengthened FactSet's position in serving asset managers and institutional investors seeking advanced risk attribution features. Building on this momentum, FactSet expanded into environmental, social, and governance (ESG) data in 2020 by acquiring Truvalue Labs, an AI-driven provider whose datasets had already been integrated via the Open:FactSet Marketplace since 2018. The purchase, completed in November 2020 for an undisclosed amount, enabled FactSet to deliver comprehensive ESG insights powered by machine learning, addressing rising client demand for sustainable investment analytics. In December 2021, FactSet significantly broadened its identifiers business with the $1.925 billion acquisition of CUSIP Global Services from S&P Global, a deal that closed in March 2022 and solidified its role in global capital markets by managing standard security identifiers essential for trading and compliance. That same month, FactSet joined the S&P 500 index effective December 20, 2021, replacing Leggett & Platt and reflecting its market capitalization growth and sustained performance. Post-2020, FactSet intensified its strategic emphasis on cloud migration and AI adoption to modernize infrastructure and enhance client workflows, targeting the migration of 70% of on-premise clients to cloud-based solutions by the end of 2025 while integrating for and . This shift supported innovations like AI-powered signals and governance tools, aligning with broader industry trends toward scalable, intelligent financial platforms. In February 2025, FactSet acquired LiquidityBook for $246.5 million, a buy-side order management system provider that bolsters trading execution and workflow efficiency for institutional investors. Shortly thereafter, in early March 2025, it purchased LogoIntern, a workflow automation tool for creating presentation visuals, to streamline pitchbook production and boost productivity among investment banking teams. Amid these developments, FactSet underwent a leadership transition in 2025, with CEO announcing his retirement after a 30-year tenure, to be succeeded by Sanoke Viswanathan effective early September 2025, bringing expertise from to guide continued innovation.

Products and services

Core data and analytics platforms

FactSet Workstation serves as the company's flagship integrated platform, providing financial professionals with a unified interface for accessing, analyzing, and reporting on financial data. It aggregates content from more than 800 sources, enabling users to conduct , screening, and within a single desktop application. Key features include real-time quotes, delayed and historical pricing across global equities, , and , alongside estimates compiled from forecasts covering over 19,000 active companies across 90+ countries. The platform supports portfolio analytics, such as , , and multi-asset class exposure analysis, drawing from aggregated fundamentals and data. Fundamentals coverage encompasses , ratios, and industry metrics for over 86,000 global companies, including inactive entities from more than 115 countries, while data details institutional holdings, mutual funds, and insider stakes for equities and fixed-income securities worldwide. Integration capabilities extend to via a dedicated add-in, allowing users to embed refreshable FactSet formulas for and modeling directly in spreadsheets, as well as for programmatic access to enable custom workflows and automated reporting. This supports seamless data flow from the into client-specific applications without disrupting productivity. The platform evolved through a 2009 unification that integrated prior systems—DIRECTIONS for portfolio analysis, for quantitative tools, and IBCentral for and —into the cohesive FactSet , incorporating acquired datasets like the WorldScope fundamentals database from 2008 to enhance global coverage. This consolidation streamlined user access to diverse tools and data sources, forming the foundation for subsequent enhancements.

AI-driven and emerging solutions

FactSet has accelerated its investment in since 2020, integrating generative and to enhance data accessibility, automate workflows, and deliver predictive capabilities across . These solutions leverage FactSet's vast proprietary datasets to provide actionable insights, focusing on , automation, and specialized for investment professionals. By combining with infrastructure, FactSet aims to streamline complex tasks while maintaining data accuracy and compliance. FactSet Mercury, launched in December 2023 and expanded in 2024, serves as a conversational knowledge agent powered by large language models, enabling users to query financial data through interfaces. Designed primarily for junior bankers, it supports workflows by retrieving and synthesizing information from FactSet's ecosystem, such as and research reports, to facilitate faster decision-making without manual navigation. The tool integrates with FactSet's broader platform to enhance productivity, with features like contextual search and fact-based responses reducing research time significantly. In January 2025, FactSet introduced Pitch Creator, a generative tool that automates the creation of pitchbooks for and advisory services. This solution uses to generate dynamic charts, update content in real-time, and apply over 200 customizable templates, minimizing repetitive tasks like reformatting and data entry. By interpreting user intent and pulling from FactSet's data libraries, Pitch Creator allows professionals to focus on strategic analysis, reportedly saving hours per pitch and improving output quality. FactSet's cloud-based offerings expanded with the February 2025 acquisition of LiquidityBook, a specializing in order and execution management systems (OMS) for buy-side and sell-side clients. LiquidityBook provides scalable, cloud-native tools for trade workflow automation, compliance monitoring, and integration with execution venues, enhancing FactSet's front-office capabilities. This acquisition enables seamless connectivity between FactSet's analytics and real-time trading operations, supporting multi-asset strategies in a low-latency environment. Through the 2020 integration of Truvalue Labs, FactSet delivers AI-driven ESG analytics that apply to process millions of unstructured data points, generating objective scores and spotlights on behaviors. These tools assess factors from diverse sources like news and regulatory filings, aiding investors in risk identification and portfolio construction. Complementing this, the 2017 acquisition of BISAM has bolstered FactSet's AI-enhanced risk modeling, offering multi-asset class with customizable models for and predictive scenario analysis. BISAM's capabilities now incorporate AI to refine risk forecasts using FactSet's datasets, providing deeper insights into portfolio vulnerabilities. FactSet continues to develop proprietary AI models trained on its extensive financial dataset, enabling predictive insights for market trends and investment outcomes. These models power features like advanced forecasting in risk and ESG tools, with initiatives such as Vectorization as a Service (VaaS) transforming proprietary client data into AI-compatible formats for enhanced analytics. This approach ensures tailored, high-fidelity predictions while prioritizing data security and ethical AI use.

Client base and usage

FactSet serves a diverse client base of 8,996 institutions worldwide as of August 31, 2025, encompassing investment banks, asset managers, hedge funds, and other financial entities, with a total of 237,324 individual users accessing its platforms. This user base reflects steady growth, driven by expansions in and buy-side segments, where professionals rely on FactSet for integrated data and analytics to support decision-making processes. The company's client retention rate stands at 91% annually as of August 31, , a figure that has remained robust, indicating high satisfaction and sticky usage among subscribers. is predominantly derived from the buy-side sector, accounting for nearly 82% of organic Annual Subscription Value (ASV), followed by contributions from sell-side firms and corporate clients, highlighting FactSet's strong foothold in and research. Usage patterns among clients emphasize daily engagement, with users leveraging FactSet's tools for real-time , portfolio analysis, trade execution, and monitoring to streamline workflows in fast-paced financial environments. In the competitive landscape, FactSet differentiates itself from rivals like and through its emphasis on highly customizable analytics and user-driven workflows, enabling tailored integrations that enhance efficiency for specialized financial applications.

Financial performance

Revenue trends and growth

FactSet has maintained a remarkable 45-year streak of consecutive annual increases since fiscal 1980, reflecting sustained demand for its financial and services. This long-term trajectory is exemplified by growth from $134.2 million in fiscal 2000 to $2,321.7 million in fiscal 2025, underscoring the company's expansion amid evolving market needs. In fiscal 2025, which ended August 31, 2025, FactSet achieved total revenues of $2,321.7 million, marking a 5.4% year-over-year increase from $2,203.1 million in fiscal 2024. This growth continued the company's pattern of steady expansion, driven primarily by its subscription-based model. The fourth quarter of fiscal 2025 contributed $596.9 million in revenues, a 6.2% rise from the prior year's corresponding period, highlighting accelerated momentum in the latter half of the fiscal year. A key driver of this revenue progression is FactSet's Annual Subscription Value (ASV), which emphasizes recurring revenue streams from core offerings. As of the third quarter of fiscal 2025, organic ASV reached $2,296.9 million, up 4.5% year over year, supporting overall financial stability and client retention. By fiscal year-end, organic ASV had grown to $2,370.9 million, a 5.7% increase, further bolstering the subscription foundation. Regionally, FactSet's revenues remain heavily weighted toward , accounting for approximately 70% of total revenue, while international markets contribute the remaining 30%. This distribution aligns with the company's established client base in the , though growth in EMEA and regions has shown promise, with ASV increases of 4% and 7%, respectively, in fiscal 2025.

Key metrics and fiscal highlights

In fiscal 2025, FactSet achieved a of $597.0 million and operating income of $748.3 million, reflecting robust profitability amid steady revenue growth. The company's operating margins reached 32.2%, underscoring efficient cost management and operational leverage in its and business. As of the end of fiscal 2025, FactSet's balance sheet showed total assets of $4.30 billion and total stockholders' equity of $2.19 billion, providing a strong foundation for ongoing investments in technology and client services. These figures highlight the company's financial stability, with equity representing a significant portion of its asset base. FactSet continued its commitment to shareholder returns in 2025, distributing $160 million in dividends after increasing the quarterly dividend to $1.10 per share in May 2025. Additionally, the company repurchased shares worth $300 million at an average price of $450 per share, reducing outstanding shares and enhancing earnings per share. Organic growth remained a key driver, with Annual Subscription Value (ASV) increasing by 4.5% in the third quarter of 2025, excluding the impact of acquisitions. This metric, which measures recurring revenue commitments, demonstrates sustained demand for FactSet's core platforms among institutional clients. FactSet guided for fiscal 2026 organic ASV growth of $100–$150 million, driven by AI and other initiatives.

Acquisitions and investments

FactSet has pursued an active (M&A) since 2000, completing 25 acquisitions to enhance its , , and capabilities, with a focus on complementary technologies in financial information services. These deals have emphasized bolt-on opportunities that integrate quickly, typically within 12 months on average, to minimize disruption and accelerate revenue synergies. Among the largest transactions, FactSet acquired Global Services from in 2022 for $1.925 billion in cash, following an announcement in December 2021; this deal expanded access to critical security identifiers and supported long-term . In February 2025, the company acquired LiquidityBook, a cloud-based portfolio and execution management platform, for $246.5 million, aiming to bolster front-office workflow solutions. Strategic returns from these investments have varied, with notable examples illustrating revenue impact. The 2008 acquisition of a copy of the WorldScope database, rebranded as FactSet Fundamentals, coincided with nearly 19% year-over-year growth in annual subscription value (ASV) to $615 million by fiscal year-end, driven partly by enhanced fundamental offerings that contributed to overall revenue expansion. Post-integration, this asset helped sustain double-digit growth in subsequent years, underscoring the value of data asset acquisitions in bolstering core platforms. In fiscal 2025, FactSet allocated significant capital to internal investments, including a multi-year roadmap expected to drive $100 million to $150 million in organic ASV growth through enhanced analytics and workflow tools, alongside expansions in cloud infrastructure to support scalable data processing. The LiquidityBook acquisition, however, introduced short-term financial pressures, with expectations of modest dilution to fiscal 2025 and adjusted diluted due to integration costs and financing. Overall, FactSet's M&A approach has prioritized high-return investments in proprietary data and technology, contributing to consistent while managing dilutive impacts through disciplined capital allocation.

Corporate affairs

Management team

Helen Shan serves as FactSet's , a role she assumed effective July 23, 2024, after previously holding the position of Executive and since April 2021. She first joined FactSet in September 2018 as , overseeing financial operations, , and during a period of sustained growth in the company's subscription-based . Prior to FactSet, Shan held senior finance roles, including at (a of Companies), and Treasurer at Companies, and similar positions at Pitney Bowes Inc. and JPMorgan Securities LLC, bringing over 25 years of experience in financial strategy and corporate treasury. Kate Stepp is FactSet's , appointed in September 2022, where she leads the technology strategy, innovation efforts, and engineering teams focused on integration and data infrastructure. Under her leadership, FactSet has advanced its capabilities, including the development and beta launch of FactSet Mercury, a large model-based designed to enhance junior banker workflows through automated research and fact-based decision support. Stepp, a 15-year veteran at the company, emphasizes data accuracy as foundational for adoption in , guiding cross-team efforts to build reliable AI-driven platforms like the Intelligent Platform initiative. Her prior roles at FactSet include leadership in and , contributing to the evolution of the company's core analytics tools. Christopher McLoughlin holds the position of Executive Vice President and Chief Legal Officer, effective December 2, 2024, managing FactSet's global legal, compliance, risk management, and regulatory affairs functions. With more than 20 years of experience in , McLoughlin previously served as a senior legal executive at , where he oversaw legal operations for data and analytics divisions, ensuring compliance in complex regulatory environments. At FactSet, he addresses challenges related to global data operations, including data privacy regulations and protection for AI-enhanced products. Among other key executives, Goran Skoko serves as , driving sales strategies and client expansion across FactSet's global markets to support revenue growth amid increasing demand for AI-integrated solutions. Catrina Harding, appointed Executive Vice President and Chief People Officer in July 2023, leads initiatives, focusing on talent acquisition, employee development, and fostering an inclusive culture to support the company's expanding workforce of over 12,800 employees as of August 2025. Her efforts have contributed to FactSet's recognition as one of TIME's America's Best Mid-Size Companies and U.S. News' Best Companies to Work For in 2025. The management team emphasizes cross-functional collaboration, particularly in the post-2025 AI push, where , , legal, and people functions integrate to execute FactSet's multi-year AI roadmap, including investments in modular AI agents and the Intelligent Platform to accelerate and client workflows. This unified approach has enabled the team to navigate strategic developments, such as the CEO transition in September 2025, while prioritizing ethical AI governance and scalable .

Investor relations and challenges

FactSet maintains robust investor relations practices, including the publication of annual reports and proxy statements, which detail financial performance and governance matters. For instance, the 2025 Annual Report provides comprehensive insights into operations and strategic initiatives. The company also conducts quarterly earnings calls, broadcast live via its investor relations website, allowing shareholders and analysts to engage directly with management on results and outlook. Since joining the S&P 500 index in December 2021, FactSet has benefited from increased visibility among institutional investors. A primary concern for investors is FactSet's dependency on third-party data vendors for core content, including real-time financial information and indices. While the company maintains relationships with over 100 providers and is not reliant on any single supplier— with no exceeding 10% of content costs— disruptions or changes in these agreements could impact service reliability. For example, agreements with key suppliers like are essential for delivering , and any inaccuracies or delays from such vendors pose operational risks. In 2025, FactSet faced margin pressures primarily from substantial investments in technologies, with adjusted operating margins projected at 34.0% to 35.5% amid accelerated spending on . These investments, aimed at enhancing -driven tools, contributed to a year-over-year decline in GAAP operating margins to approximately 29.5% to 31% in guidance for fiscal 2026. Additionally, intensifying competition from AI-powered rivals in areas like cloud-based trading platforms has heightened concerns over and profitability. FactSet's stock performance in 2025 reflected these challenges, with shares declining approximately 42% year-to-date as of November 18, 2025 amid investor skepticism over earnings misses and conservative guidance. As of November 18, 2025, the company's market capitalization stood at around $10.3 billion, with a dividend yield of approximately 1.6%. To mitigate risks such as data cost volatility from third-party vendors, FactSet has pursued diversification into ESG analytics and AI-enhanced solutions, integrating near-real-time ESG data and AI tools to broaden revenue streams and reduce reliance on traditional content costs. These efforts aim to counter potential fluctuations in supplier pricing while capitalizing on growing demand for sustainable and intelligent data platforms.

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