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FactSet Research Systems Inc (FDS) company profile

FDSNYSEServices-Computer Programming, Data Processing, Etc.Fiscal year ends August 31
Financials through Q4 FY2026, quarter ended Aug 31, 2026Last filing: 10-K on Oct 20, 2026Score 17/3021% below fair value
$332.69+0.98 (+0.30%)

Close on Nov 13, 2026Market cap $11.73BP/E 22.8Yield –

About FactSet Research Systems

Services-Computer Programming, Data Processing, Etc., SIC 7370

FactSet Research Systems Inc. delivers financial data, artificial intelligence solutions, and analytical software to global financial market participants. Its offerings include multi-asset class data feeds, configurable workstations, portfolio analytics, cloud services, and managed workflow solutions. The firm segments its operations geographically into the Americas, EMEA, and Asia Pacific. Its customer base includes institutional asset managers, investment banks, wealth managers, hedge funds, asset owners, private equity and venture capital professionals, corporations, and market infrastructure entities.

The company operates across more than 80 countries, maintaining 33 offices in 19 nations along with two redundant data centers located in the United States. Its workforce comprises over 12,000 employees globally, with major centers of excellence situated in India and the Philippines. The company serves over 9,200 clients representing more than 260,000 users worldwide. FactSet maintains its principal executive offices in Norwalk, Connecticut.

Summary of the business section of FactSet Research Systems's latest annual report, written by StockData.

Company profile

Company

Legal name
FactSet Research Systems Inc
Founded
1978
Headquarters
Norwalk, CT
Address
45 Glover Avenue 06850
Phone
(203) 810-1000
Employees
12,800, Aug 31, 2026
Industry
Services-Computer Programming, Data Processing, Etc.
Incorporated in
Delaware
Fiscal year ends
August 31
Auditor
Ernst & Young LLP, Stamford, Connecticut

Stock & identifiers

Ticker
FDS
Exchange
NYSE
IPO date
Jun 28, 1996
Shares outstanding
35M, Oct 15, 2026
Public float
$7.93B, Feb 27, 2026
Filer category
Large accelerated filer
Stock splits
3-for-2, Feb 7, 2005; 2-for-1, Feb 7, 2000; 3-for-2, Feb 8, 1999
SEC CIK
1013237
CUSIP
303075105
ISIN
US3030751057
FIGI
BBG000BDJL83
Share class FIGI
BBG001S5XRL6
LEI
549300ZSJE7NBK6K9P30
EIN
13-3362547

Executives and directors

Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years

NamePositionShares owned
Sanoke ViswanathanChief Executive Officer, Director50,267
Frederick Philip SnowFormer CEO and Director16,686
Dinaz HirjiChief People Officer–
Christopher McLoughlinChief Legal Officer2,773
Joshua WarrenEVP, Chief Financial Officer2,273
Gregory T. MoskoffMD,Controller and CAO277
Christopher R. EllisEVP, Initiatives & P'ships24,694
Katherine M. SteppEVP, Chief AI Officer808
John CostiganEVP, Co-Head of Product4,490
Goran SkokoEVP, Chief Revenue Officer9,215
Kristina W. KarnovskyEVP, Co-Head of Product2,538
Robert J. RobieEVP, Institutional Buyside2,555
Helen L. ShanEVP, Chief Financial Officer9,735
Catrina HardingChief People Officer458
Robin Ann AbramsDirector15,115
Marcel PrinsDirector–
Maria Teresa TejadaDirector1,415
Malcolm FrankDirector1,592
Shlomo Elisha WieselDirector1,141
Laurie SiegelDirector1,663
Barak EilamDirector724
Lee ShavelDirector1,587
Laurie G. HyltonDirector848
Siew Kai ChoyDirector1,442
James J. McGonigleDirector13,653

CEO pay and shareholder return

Pay versus performance table from the proxy statement

Fiscal yearCEO total payCEO pay actually paidOther executives (avg)Value of $100 investedPeer group
FY2026
Mr.Snow
$337.16K-$3.89M$3.08M$87$168
FY2026
Mr.Viswanathan
$62.05M$72.04M$3.08M$87$168
FY2025$9.46M$5.70M$3.18M$102$153
FY2024$7.58M$3.01M$2.32M$114$120
FY2023$6.86M$5.67M$2.38M$117$88
FY2022$6.60M$15.38M$2.51M$115$84

“Actually paid” adjusts reported pay for changes in the value of equity awards. Shareholder return assumes $100 invested at the start of the measurement period, as disclosed by the company.

Executive compensation, fiscal 2025

Summary compensation table from the latest proxy statement

ExecutiveSalaryBonusStock awardsOption awardsIncentive payOtherTotalvs. prior year
F. Philip Snow
Chief Executive Officer
$775.00K–$3.75M$3.75M$1.17M$14.30K$9.46M+25%
Helen L. Shan
Executive Vice President, Chief Financial Officer
$570.96K–$2.40M$900.02K$633.85K$14.00K$4.52M+67%
Goran Skoko
Executive Vice President, Chief Revenue Officer, Managing Director EMEA and Asia Pacific
$586.96K–$650.22K$650.06K$800.07K$48.27K$2.74M+14%
Christopher McLoughlin
Executive Vice President, Chief Legal Officer and Corporate Secretary
$354.47K$350.00K$1.84M$343.78K$366.03K$14.00K$3.27M–
Katherine M. Stepp
Executive Vice President, Chief Technology Officer
$438.79K–$475.40K$475.03K$447.54K$353.06K$2.19M+9%

Stock and option awards are grant-date fair values, not realized pay. “Other” includes pension value changes and all other compensation. Source proxy statement.

Employees

Headcount reported in annual reports

“As of August 31, 2026, our net employee headcount decreased by 2.8% to 12,444, compared with 12,800 employees as of August 31, 2025.”

Corporate history

Events identified from SEC filings

DateEventDetails
Mar 1, 2022Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
May 31, 2017Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Mar 20, 2017Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Jul 8, 2016Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Jul 5, 2016Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Dec 30, 2015Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Oct 16, 2015Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Oct 30, 2013Auditor changeChange in certifying accountant (8-K Item 4.01)
May 24, 2010ListingRegistration of securities on an exchange (Form 8-A)
Jul 24, 2008Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Mar 20, 2007Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Oct 14, 2005Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Sep 6, 2005Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Aug 3, 2005Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Nov 12, 2004Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Sep 3, 2004Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Jun 25, 1996ListingRegistration of securities on an exchange (Form 8-A)

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