FactSet

FactSet

Subscription-based financial data and analytics platform

Overview

FactSet provides financial data and analytics software to investment professionals through a subscription-based platform. It offers market data, fixed income data, and research management tools that deliver real-time and historical data, along with advanced analytics, to help asset managers, investment bankers, wealth advisors, and other financial professionals make informed decisions. The platform is customizable to fit different clients’ needs, and FactSet also offers consulting and support services to maximize subscription value. The company differentiates itself through a strong focus on client service and ongoing platform updates that incorporate the latest data and analytical techniques, aiming to be a trusted, comprehensive source for financial information. Its goal is to enable better investment decisions by providing access to broad data sets and sophisticated analytics within an integrated suite of tools.

Significant Headcount Growth

About FactSet

Simplify's Rating
Why FactSet is rated
B
Rated B on Competitive Edge
Rated B on Growth Potential
Rated B on Differentiation

Industries

Data & Analytics

Enterprise Software

Financial Services

Company Size

10,001+

Company Stage

IPO

Headquarters

Norwalk, Connecticut

Founded

1978

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Simplify's Take

What believers are saying

  • September 30, 2026 fiscal 2026 organic ASV rose 7.0% to $2.568 billion.
  • AI solutions ASV more than doubled in fiscal 2026, validating product traction.
  • Repurchased $138 million of stock in Q4 while expanding credit capacity to $1.5 billion.

What critics are saying

  • Fiscal 2027 organic ASV guidance of 5.0%-6.5% signals growth deceleration.
  • September 2026 restructuring charges cut margins as FactSet reduces global workforce.
  • The May 2026 FMLA discrimination lawsuit threatens reputational damage and management distraction.

What makes FactSet unique

  • FactSet’s 9,100 clients and 247,000 users create sticky workflow dependence.
  • September 2026 BCC Group acquisition deepens real-time market data distribution.
  • Google Cloud and MCP integrations embed FactSet data directly into AI workflows.

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Funding

Total Funding

$1.8B

Above

Industry Average

Funded Over

3 Rounds

Post IPO Equity funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Equity Funding Comparison
Coming Soon

Benefits

Health Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Paid Holidays

Flexible Work Hours

Wellness Program

Employee Stock Purchase Plan

Stock Price

Growth & Insights and Company News

Headcount

6 month growth

↑ 13%

1 year growth

↑ 13%

2 year growth

↑ 13%
Yahoo Finance
Oct 4th, 2026
FactSet posts record contract value jump yet trades at 13.95 forward P/E amid AI disruption concerns

FactSet Research Systems trades at a forward P/E of 13.95 despite recording its largest quarterly contract value jump ever. The company's annual subscription value grew 7% organically to $2.57 billion in fiscal 2026, exceeding management guidance, with retention above 95%. AI-related products comprised over 10% of new subscription value in Q4, surpassing all of fiscal 2025 combined. Clients using AI offerings increased spending twice as fast as others. However, adjusted operating margin fell 1.8 percentage points to 34.5% due to infrastructure and cybersecurity investments. Next year's organic subscription growth is guided at 5% to 6.5%, below this year's 7%. Institutional ownership increased, with 47 hedge funds holding shares versus 39 previously. Short interest stands at 12.43% of float, reflecting market skepticism about AI disruption to the data business.

Yahoo Finance
Sep 25th, 2026
FactSet appoints Marcel Prins to board of directors

FactSet Research Systems has appointed Marcel Prins to its board of directors. Prins brings over 25 years of experience in operations, technology, and asset management. From 2022 to 2026, he served as chief operating officer and director at Robeco, a global asset manager based in the Netherlands. During his tenure, he led the firm's digital transformation, implementing a multi-year technology strategy and introducing a modern data platform. Previously, Prins spent more than a decade at APG N.V., serving as chief operating officer and later as chief digital officer. He also held positions at ABN AMRO Group, Fortis Bank, and DCE International. Prins currently serves on the boards of ABN Amro Clearing Bank and Mondu Financial Services. He holds a bachelor's degree in computer science from The Hague University of Applied Sciences.

GlobeNewswire
Sep 25th, 2026
FactSet appoints Marcel Prins to Board of Directors.

FactSet appoints Marcel Prins to Board of Directors. NORWALK, Conn., Sept. 25, 2026 (GLOBE NEWSWIRE) - FactSet (NYSE: FDS | NASDAQ: FDS), a leading global intelligence and AI solutions provider to the financial markets, today announced the appointment of Marcel Prins to its Board of Directors. Prins brings over 25 years of experience spanning operations, technology, and asset management. From 2022-2026, he served as Chief Operating Officer and a director of Robeco, a global asset manager based in the Netherlands. During his tenure, he drove innovation and accelerated Robeco's digital transformation, including defining and executing a multi-year technology strategy, introducing a modern data platform, strengthening data governance, and increasing resiliency. Prior to Robeco, Prins spent more than a decade at APG N.V., first serving as Chief Operating Officer and director of APG Asset Management, and then additionally as the Chief Digital Officer of APG Group. Earlier in his career, he held roles at ABN AMRO Group N.V., Fortis Bank, and DCE International. In addition to his role at FactSet, Prins serves on the boards of ABN Amro Clearing Bank and Mondu Financial Services. He holds a Bachelor's degree in Computer Science from The Hague University of Applied Sciences. "We are pleased to welcome Marcel to our Board," said Malcolm Frank, Chair of the Board of Directors. "His extensive technology and asset management experience will be a strong addition to the Board as FactSet moves into its next chapter and continues to put trusted financial data and advanced AI capabilities to work to empower our clients." "I am honored to join FactSet's Board at a pivotal time," said Prins. "I look forward to working with the Board and the leadership team to continue to deliver value to our clients and shareholders." About FactSet FactSet (NYSE: FDS | NASDAQ: FDS) supercharges financial intelligence, offering enterprise data and information solutions that help our clients maximize their potential. Our digital platform seamlessly integrates proprietary data, third-party sources, and flexible technology to deliver tailored solutions across the buy side, sell side, wealth, and corporate sectors. With over 47 years of expertise, we leverage advanced data connectivity, AI, and next-generation tools to streamline workflows and enable smarter decision-making. As an S&P 500 company serving more than 9,100 global clients and over 247,000 individual users, we are 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: Adam Dalezman [email protected]

Pulse 2.0
Sep 22nd, 2026
FactSet acquires BCC Group to expand cloud-native market data distribution capabilities

FactSet has acquired BCC Group International, a Germany-based financial software firm specialising in cloud-native market data distribution platforms. The deal expands FactSet's Real-Time Solution Suite and builds on a collaboration between the companies since 2021. The acquisition brings bccg's ONE Platform into FactSet's offering, providing clients with flexible deployment options and modular architecture. The combined solution addresses growing infrastructure demands from 24-hour trading operations, AI integration, and enhanced regulatory requirements. The platform offers an open ecosystem combining exchange feeds, third-party content, and proprietary data with centralised entitlements management and compliance reporting. It supports cloud, on-premises, or hybrid deployment through API-first integration. FactSet serves over 9,100 global clients and 247,000 individual users. BCC Group, founded over 20 years ago, delivers vendor-neutral platforms for banks and trading firms. FactSet said the transaction would not materially impact its financial results.

FactSet
Sep 22nd, 2026
Building a stronger foundation for deep company modeling: FactSet partners with InSync Analytics.

Building a stronger foundation for deep company modeling: FactSet partners with InSync Analytics. September 22, 2026 For buy-side analysts, building and maintaining a company model takes real effort that could otherwise go toward developing an opinion on a name. Especially during earnings season, updating models is cumbersome and time consuming. FactSet is partnering with InSync Analytics to give some of that time back. The collaboration gives institutional asset managers and hedge funds direct access to more than 2,500 detailed, Excel-based company models, InSync Actuals, and FactSet broker consensus estimates, all within FactSet's platform. Manual model creation and updating is labor-intensive, and disparate broker data is hard to compare and aggregate. This partnership addresses both problems directly, and it's the first step in a growing collaboration between FactSet and InSync.

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