FactSet Research Systems Inc.

FactSet and Nasdaq Private Market Partner to Bring Greater Transparency to Private Markets Data

FactSet entered a partnership with Nasdaq Private Market to integrate verifiable Cap Table data into FactSet Workstation, expanding its private markets offering. The data covers private company ownership structures and financing events such as funding rounds, secondary sales, and dilutive events, sourced from auditable documentation rather than modelled estimates. No financial terms were disclosed; the deal modestly strengthens FactSet's data differentiation for due diligence, valuation, and deal-sourcing workflows.

•5d ago

FactSet Marks a New Era in Enterprise Real-Time Market Data as It Acquires BCC Group International

FactSet acquired BCC Group International GmbH, a Germany-based financial software firm specializing in cloud-native and hybrid market data distribution platforms. The deal brings bccg's ONE Platform into FactSet's Real-Time Solution Suite, adding governed open-ecosystem access, API-first integration, and flexible cloud/on-premises deployment; the two firms have collaborated since 2021. FactSet said the acquisition is not expected to have a material impact on its financial results, framing it as a strategic capability build for 24-hour trading, AI workflows, and cross-vendor governance rather than a near-term earnings driver.

•1mo ago

FDS: 8-K · debt financing

FactSet Research Systems entered into Amendment No. 1 on August 28, 2026, amending its credit agreement dated April 8, 2025, with PNC Bank, National Association continuing as administrative agent. The amendment was reported under Items 1.01 and 2.03 of an 8-K filed August 31, 2026. The amendment extends the $375 million senior unsecured term loan's maturity to August 28, 2029, increases the revolving credit facility from $1.0 billion to $1.5 billion with maturity and commitment termination extended to August 28, 2031, removes the 0.10% credit spread adjustment on Daily Simple SONIA and Term SOFR borrowings, and eliminates term loan amortization. For FactSet, the changes modestly lower borrowing costs, add roughly $500 million of incremental revolver capacity, and push out debt maturities, which is routine liability management that improves financial flexibility without new equity issuance or any change in strategy.

SEC 8-K•1mo ago

FactSet Declares Dividend

FactSet's Board of Directors approved a regular quarterly cash dividend of $1.16 per share. The dividend is payable on September 17, 2026, to stockholders of record as of the close of business on August 31, 2026. FactSet provides financial intelligence and AI solutions to the buy side, sell side, and corporate sectors, serving over 9,100 global clients.

•2mo ago

FactSet expands partnership with RepRisk to strengthen sustainable investing solutions suite for clients

FactSet expanded its partnership with RepRisk to strengthen its sustainable investing solutions suite, naming RepRisk the preferred partner for business conduct risk data. The collaboration extends a relationship established in 2012, enabling FactSet clients to access RepRisk's risk intelligence for research, due diligence, and portfolio management workflows. Management highlighted that the integration provides transparent, auditable data to help clients identify and mitigate risks before they impact performance.

•2mo ago

FactSet Announces Appointment of Chief People & Workforce Transformation Officer

FactSet appointed Di Hirji as Chief People & Workforce Transformation Officer, effective August 3, 2026, succeeding Catrina Harding who will remain in an advisory capacity during the transition. CEO Sanoke Viswanathan emphasized that Hirji's experience is critical as the company accelerates its transformation into an AI-native organization, focusing on integrating human and agentic capabilities. Hirji brings over 20 years of experience, most recently serving as Chief People Officer for S&P Global Market Intelligence and S&P Dow Jones Indices.

•2mo ago

FactSet Strengthens Insurance Sector Footprint as Curi Holdings Adopts Portfolio Analytics Suite

FactSet announced that Curi Holdings has adopted its Portfolio Analytics Suite, expanding FactSet's footprint within the insurance sector. The implementation includes three core offerings: Whole Portfolio Analytics, FactSet Performance Solution, and the Private Capital Data Aggregation Service. By unifying analytics across public and private assets, Curi aims to improve risk visibility and support long-term investment growth objectives.

•3mo ago

FactSet Reports Results for Third Quarter 2026

FactSet reported Q3 revenue of $622.9 million, up 6.4% year over year, while organic ASV grew 7.1% to $2.49 billion. Adjusted EPS increased 6.1% to $4.53, supported by a 6% reduction in share count, though GAAP EPS declined due to one-time CEO compensation costs. The company appointed Joshua B. Warren as CFO and deepened AI partnerships with Google Cloud, Finster AI, and TIFIN.AI. Strategic focus remains on AI workflows, with over 90% of top 50 clients now using four or more AI products. FactSet returned $243 million to shareholders in the quarter, including $203 million in share repurchases, and raised its quarterly dividend by $0.06 to $1.16 per share. Free cash flow increased 11.1% year over year to $254 million, and the company reaffirmed full-year fiscal 2026 guidance.

•3mo ago

FactSet Announces Strategic Partnership with Google Cloud to Bring Advanced AI to Financial Intelligence

FactSet announced a multi-faceted strategic partnership with Google Cloud to integrate Google's enterprise Search and Gemini model capabilities into its Workstation platform. The collaboration aims to launch next-generation agents for finance, deepen financial intelligence within Gemini Enterprise, and jointly develop agentic workflows for portfolio operations and deal-making. Additionally, FactSet will add Google Cloud to its existing portfolio of cloud providers to enhance infrastructure reliability and scalability.

•3mo ago

FactSet Expands Wealth Management Workflow AI Capabilities Through Partnership with TIFIN.AI

FactSet announced a partnership with AI platform TIFIN.AI to accelerate the delivery of AI-powered workflows for wealth management, including a strategic investment in the partner. The collaboration introduces 'Meeting Prep Agent' and 'Book Intelligence Agent' into FactSet Workstation, designed to help advisors generate client-ready summaries and identify portfolio opportunities. These solutions leverage FactSet's institutional-grade data within a secure, auditable infrastructure to increase advisor productivity and deepen client engagement.

•3mo ago

FactSet Expands Model Context Protocol Suite to Portfolio Analytics

FactSet announced the limited release of the FactSet Portfolio Analytics MCP, extending its portfolio analytics capabilities to conversational and agentic AI workflows. The tool provides buy-side professionals with governed performance and risk insights through natural language interfaces, ensuring data remains anchored to official outputs without compromising governance. This release builds on FactSet's existing AI-ready data suite, including the unstructured data MCP and vectorized data API.

•3mo ago

FactSet Modernizes Valuation Workflows for Private Capital Markets in Partnership with Valutico

FactSet partnered with Valutico to integrate an end-to-end valuation workflow into its Cobalt platform for private capital markets. The integration connects portfolio data from Cobalt with Valutico's modeling tools, supporting methodologies like DCF and trading multiples to improve scalability and transparency. This enhancement aims to meet growing investor demand for frequent, institutional-grade valuations by eliminating manual data re-entry.

•5mo ago

FactSet Increases Dividend

FactSet's Board of Directors approved a 5.5% increase in its quarterly cash dividend to $1.16 per share, up from $1.10. This marks the twenty-seventh consecutive year the company has increased its dividend on a stock split-adjusted basis, underscoring its commitment to returning capital to shareholders. The dividend is payable on June 18, 2026, to holders of record at the close of business on May 29, 2026.

•5mo ago

FactSet Recognized for Pioneering AI Advancements in Financial Technology

FactSet highlighted a series of AI-focused awards and product milestones, emphasizing the integration of autonomous agents and generative AI into its financial workflows. The company announced new features like AI-enabled document search for 85K+ users and 'FactSet AI for Banking', developed in partnership with Finster AI. Strategic collaborations with Anthropic, Google, and OpenAI continue to underpin its open, secure AI platform strategy.

•5mo ago

FactSet and J.P. Morgan Expand Collaboration with Launch of Whole Portfolio Distribution, Transforming Portfolio Analytics

FactSet and J.P. Morgan launched Whole Portfolio Distribution, the industry’s first solution to deliver unified analytics and reporting across entire institutional portfolios. The new service automates data normalization and integrates J.P. Morgan Fund Accounting data via Fusion directly into FactSet workflows, reducing manual reconciliation and operational risk. This expansion builds on an existing collaboration that already supports $62.5 billion in Assets under Analysis, marking a milestone in FactSet's Institutional Buy Side strategy.

•5mo ago