FDS
FACTSET RESEARCH SYSTEMS INCEvidence as of 2026-09-02Overview · FACTSET RESEARCH SYSTEMS INC
FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio m…
Management team
- Ms. Catrina Harding · Executive VP & Chief People OfficerFind on LinkedIn
- Ms. Rachel Rebecca Stern · Chief Legal Officer, Global Head of Strategic Resources, Executive VP & Corporate SecretaryFind on LinkedIn
- Ms. Alexandra van Nes · Senior Vice President of Investor RelationsFind on LinkedIn
- Ms. Katherine M. Stepp · Executive VP & CTOFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
Mixed ( -0.1 of a possible +2; confidence high ). Revenue rose from $568,667,000 in fiscal Q1 2026 (fiscal quarter ended 2025-12-29) to $570,660,000 in fiscal Q2 2026 (fiscal quarter ended 2026-03-26) and to $622,918,000 in fiscal Q3 2026 (fiscal quarter ended 2026-06-25). Over the same three fiscal quarters operating income fell from $191,335,000 to $185,492,000 to $166,301,000, and reported net income moved lower from $150,022,000 (diluted EPS $ 3.89 ) to $144,860,000 (diluted EPS $ 3.76 ) to $126,718,000 (diluted EPS $ 3.50 ).
Balance-sheet and cash-flow snapshots show weighted-average diluted shares declining from 38,517,000 in fiscal Q1 2026 to 36,191,000 in fiscal Q3 2026, with point-in-time common shares at 35,565,543 as of 2026-06-25. Long-term debt rose by $ 18,963,000 between the balance-sheet dates shown, cash and cash equivalents moved from $268,338,000 as of 2026-02-28 to $288,114,000 as of 2026-05-31, and trailing twelve-month FCF is $392,611,000 with EV / EBITDA (TTM) at 13.12 and P / E (TTM) at 20.34.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue increased from $568,667,000 in fiscal Q1 2026 (2024-09-01 to 2024-11-30) to $570,660,000 in fiscal Q2 2026 (2024-12-01 to 2025-02-28) and then to $622,918,000 in fiscal Q3 2026 (2026-03-01 to 2026-05-31).
XBRL companyfacts · 0001628280-26-000223Operating income declined over the same three fiscal quarters: $191,335,000 in fiscal Q1 2026 (2024-09-01 to 2024-11-30), $185,492,000 in fiscal Q2 2026 (2024-12-01 to 2025-02-28), and $166,301,000 in fiscal Q3 2026 (2026-03-01 to 2026-05-31).
XBRL companyfacts · 0001628280-26-000223Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
An 8-K for FACTSET RESEARCH SYSTEMS INC was filed on 2026-08-31 (the 8-K filed 31 August 2026).
8-K filed 2026-08-31A Form 3 for FACTSET RESEARCH SYSTEMS INC was filed on 2026-08-12 (the 3 filed 12 August 2026).
3 filed 2026-08-12Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Momentum over the past 6 months is +37.7% and ranks in the 91th percentile of the 547-stock research universe on 2026-09-01.
Moneyta signal set · 2026-09-01Momentum over the past 3 months is +19.4% (as of 2026-09-01).
Moneyta signal set · 2026-09-01Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutional holdings reported a total value of $8.19B as of 2026-03-31 (13F reporting period).
13F holdings · 722 filers · as of 2026-03-31The 13F holder count was 722 as of 2026-03-31, a decrease of 71 holders from the prior reported quarter.
13F holdings · 722 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Moore Capital Management LP bought 9,074 shares of FactSet Research Systems Inc. in the 2nd quarter, reported in an article published 1 September 2026.
News · thelincolnianonline.com · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
A Form 4 filed for Warren Joshua (EVP, Chief Financial Officer) reports an acquisition of 2,272 shares on 2026-05-01 with a reported value of "$0" and action listed as "code A".
Form 4 · Warren Joshua (EVP, Chief Financial Officer) · $0 code A · 2026-05-01The filing does not indicate a trading plan or 10b5-1 plan for this transaction (trading_plan: null in the parsed data).
Form 4 · Warren Joshua (EVP, Chief Financial Officer) · $0 code A · 2026-05-01Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model shows the price implies a free cash flow (FCF) growth rate of 17.52% (0.1752).
Valuation inputs · SEC XBRL + stored EOD closePrice-to-FCF (TTM) is 28.16, implying the market is paying about 28 times the last twelve months of FCF.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several pieces of the provided evidence jointly support a favorable read. Revenue showed a clear upward pattern across three fiscal quarters (fundamentals-0), while cash and FCF levels are sizable (fundamentals-5, valuation-4) and EV/EBITDA is modestly moderate (valuation-2), which together indicate operating scale and healthy cash generation (evidence strength: moderate-to-strong). Share counts declined meaningfully (fundamentals-3), a factual change that increases per-share economics and can amplify returns to remaining shareholders (evidence strength: strong). Market momentum and relative strength over 3–6 months are strong and rank high versus the universe (market-0, market-1, market-3, market-6), showing recent positive market reception (evidence strength: moderate). These items counterbalance headline downward moves in per-quarter operating income and net income by highlighting revenue growth, cash flow robustness, and share-count contraction (evidence strength: moderate).
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.42
33 surviving claims rest on 11 distinct sources; the heaviest analyst carries 27% of them, and 100% of what the desk raised survived the debate.
The evidence set has reasonable source breadth (11 distinct sources) feeding a moderate number of claims, but many claims cluster behind those few sources and a single analyst produced over a quarter of surviving items — that raises concentration risk in the read. The fact that everything raised by the desk survived internal debate (100% survival) suggests limited internal challenge; historically, such unanimity can mean the read carries less stress-tested robustness. Treat the package as informational and cross-check primary filings and independent data before placing heavy weight on any single claim.
Peer context · computed, not argued
12-1 momentum ranks 4th of 5 in Financial Data & Stock Exchanges (as of 2026-09-01).
6-month relative strength ranks 1st of 5 in Financial Data & Stock Exchanges (as of 2026-09-01).
90-day volatility ranks 2nd of 5 in Financial Data & Stock Exchanges (as of 2026-09-01).
dividend yield ranks 2nd of 5 in Financial Data & Stock Exchanges (as of 2026-09-01).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
14 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.0 to the score
2 documents
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.0 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis−0.3 to the score
1 headline
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 filing
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot+0.0 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on FDS Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.