Company Dossier · Financials
FactSet
- S&P 500
- Russell 1000
What FactSet is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to August 31, 2026: $2.48 billion, up 6.9% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to August 31, 2026: $0.71 billion, up 15% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to August 31, 2026: $0.11 billion, about level with a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to August 31, 2026: $0.64 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to August 31, 2026: $0.24 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 1, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed October 22, 2025): 4 risk factors added, 5 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q1 2026: $1.5 million on the open market.SEC Form 4
- 769 institutional managers reported a position at June 30, 2026 (+43 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 16 (22 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What FactSet is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending16th pct
- Debt raised18th pct
- Buybacks vs capex27th pct
- Hiring filings89th pct
- Deals and private raises48th pct
- Patent publications71st pct
Confident ↔ Hedging
Mixed
- Call sentiment78th pct
- Call confidence74th pct
- Guidance changes46th pct
- Risk factors added11th pct
- Insider open-market trades—
- + Call sentiment
- − Risk factors added
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver74th pct
- Stress filings49th pct
Credit
How these are built →No bond term sheets or tagged debt on file for FactSet yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name FactSet, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralFactSet Stock: Countering Disruption Fears By Using AI To Boost Margins (NYSE:FDS)
seekingalpha.com · via Marketaux · Oct 1, 2026
- PositiveFactSet (FDS) Reports Record Q4 ASV, Reinforcing Dividend Sustainability
gurufocus.com · via Marketaux · Sep 30, 2026
- NeutralQ4 2026 FactSet Research Systems Inc. Earnings Call Transcript
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 18, 2026LobbyingLobbying report (VENTURE GOVERNMENT STRATEGIES, LLC (FKA HOBART HALLAWAY & QUAYLE VENTURES, LLC))third_quarter 2026 · $0.1 million
- Sep 25, 20268-KDirector or officer changeItem 5.02
- Sep 15, 2026Patent
- Aug 31, 20268-KMaterial agreement signedItem 1.01
- Jul 20, 2026LobbyingLobbying report (FACTSET RESEARCH SYSTEMS, INC.)second_quarter 2026 · $0.1 million
- Jul 19, 2026LobbyingLobbying report (VENTURE GOVERNMENT STRATEGIES, LLC (FKA HOBART HALLAWAY & QUAYLE VENTURES, LLC))second_quarter 2026 · $0.1 million
- Jun 10, 2026Lobbying
- May 26, 2026PatentPatent granted: INSIGHT ENGINEUS 12639389
- May 19, 2026PatentPatent granted: VERIFICATION PLATFORMUS 12634296
- May 4, 2026LobbyingLobbying report (MINDSET ADVOCACY, LLC)first_quarter 2026 · $0.0 million
- Apr 20, 2026LobbyingLobbying report (MINDSET ADVOCACY, LLC)first_quarter 2026 · $0.0 million
- Apr 16, 2026LobbyingLobbying report (FACTSET RESEARCH SYSTEMS, INC.)first_quarter 2026 · $0.1 million
- Apr 14, 2026Patent
- Apr 8, 20268-KDirector or officer changeItem 5.02
- Mar 10, 2026Patent
- Mar 4, 20268-KDirector or officer changeItem 5.02
- Jan 20, 2026LobbyingLobbying report (MINDSET ADVOCACY, LLC)fourth_quarter 2025 · $0.0 million
- Dec 22, 20258-KDirector or officer changeItem 5.02
- Dec 22, 20258-KShareholder vote resultsItem 5.07
- Oct 22, 202510-KAnnual report (10-K)4 risk factors added, 5 removed
- Sep 18, 20258-KDirector or officer changeItem 5.02
- Jun 3, 20258-KDirector or officer changeItem 5.02
- Apr 8, 20258-KMaterial agreement signedItem 1.01
- Apr 8, 20258-KMaterial agreement terminatedItem 1.02
- Dec 20, 20248-KShareholder vote resultsItem 5.07
- Dec 19, 20248-KDirector or officer changeItem 5.02
- Oct 29, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
- Oct 27, 202310-KAnnual report (10-K)1 risk factors added, 2 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| MSCI MSCI | $3.4B | $1.6B | Sep 30, 2026 |
| Cboe Global Markets CBOE | $5.1B | $2.7B | Jun 30, 2026 |
| Coinbase COIN | $6.3B | — | Jun 30, 2026 |
| CME Group CME | $6.8B | $4.2B | Jun 30, 2026 |
| MarketAxess MKTX | $0.9B | $0.2B | Jun 30, 2026 |
| Nasdaq, Inc. NDAQ | $8.7B | $1.9B | Jun 30, 2026 |
| Intercontinental Exchange ICE | $13.4B | $5.1B | Jun 30, 2026 |
| Chime Financial CHYM | $2.5B | — | Jun 30, 2026 |