FactSet Research Systems IncNYSE: FDS
Financials · Financial Exchanges & Data
$228.72
+0.50%
Vol: 414K
Research Digest
Friday, May 1, 2026
FactSet wins 4 AI honors; JPM partnership launch transforms portfolio analytics
FactSet announced AI industry recognitions on Apr 30 for innovations in data, analytics and workflows. Company and J.P. Morgan launched Whole Portfolio Distribution solution on Apr 29, industry-first managed analytics for institutional investors. Q2 GAAP revenues of $611M (+7.1% YoY); organic ASV up 6.7%. Consensus Hold with $284.80 PT, 23% upside.
Previous Market Intelligence
13 daysApr 30FactSet and J.P. Morgan expand collaboration with Whole Portfolio Distribution launchPositive▶
FactSet and J.P. Morgan launched Whole Portfolio Distribution solution on April 29, 2026, supporting $62.5B Assets under Analysis. Company raised guidance on Q2 results; FDS stock up 9.76% weekly and 12.08% monthly despite 27.1% YTD decline. Analyst consensus Hold with $284.8 PT.
Apr 16FactSet raises FY 2026 earnings guidance and appoints new CFO Joshua B. WarrenPositive▶
FactSet Research Systems announced on April 9, 2026 that it raised FY 2026 earnings guidance to $17.25-$17.75 EPS and revenue guidance to $2.5B, above consensus estimates. The company also appointed Joshua B. Warren as Chief Financial Officer effective April 13, succeeding Helen Shan. Q2 results showed EPS of $4.46 (beat consensus of $4.37) and revenue of $611.02M (up 7.1% YoY). FactSet also advanced AI initiatives including FactSet AI for Banking with Finster AI.
Apr 15FactSet lifts 2026 guidance after Q2 revenue growth; new CFO Joshua Warren appointed effective April 13.Mixed▶
FactSet Research Systems reported Q2 fiscal 2026 results with GAAP revenues rising 7.1% to $611.0 million, driving a raise of full-year 2026 guidance to $2,450-$2,470 million in revenues and $17.25-$17.75 in adjusted diluted EPS. CFO Helen Shan is transitioning out, with Joshua Warren becoming CFO on April 13. The company also launched FactSet AI for Banking as part of Anthropic partnership. Stock has declined 7.1% over the past week.
Apr 14FactSet Research Systems raises FY 2026 guidance on strong AI and data demand; stock up 16% after earnings beat.Positive▶
FactSet raised FY 2026 earnings guidance to $17.25-$17.75 EPS and revenue guidance to $2.5B citing strong demand for AI-enabled products. Q2 EPS of $4.46 beat consensus $4.37. Launched FactSet AI for Banking using Finster AI. UBS reduced price target from $425 to $380 (Buy), Royal Bank cut from $320 to $243. Stock declined 26% year-to-date.
Apr 13FactSet raises FY 2026 guidance with Q2 EPS beat; organic ASV grows 6.7% to $2.45B.Positive▶
FactSet reported Q2 FY2026 EPS of $4.46 beating estimates of $4.37. Raised FY 2026 EPS guidance to $17.25-$17.75 and revenue guidance to $2.5B. Organic ASV grew 6.7% to $2.45B; added 98 new clients reaching 9,101 total. Stock down 26% YTD.
Apr 10FactSet appoints new CFO and raises FY2026 guidance while advancing AI initiatives; stock fell 4.2% on April 9.Positive▶
FactSet reported stronger-than-expected Q2 results with $4.46 EPS (beat by $0.09) and $611M revenue. Joshua Warren appointed as new CFO effective April 13. FactSet raised full-year 2026 revenue guidance to $2.5B and EPS guidance to $17.25-17.75. The company continues advancing AI including AI Document Search and Finster AI partnership. BMO Capital lowered PT from $317 to $257.
Apr 9FactSet announces CFO transition and launches AI-native banking platform with Finster AI partnershipPositive▶
FactSet announced Joshua Warren appointed CFO effective April 13, 2026, succeeding Helen Shan. Company raised full-year 2026 guidance following Q2 beat driven by competitive wins and higher pricing. Launched AI-native solution in partnership with Finster AI for banking innovation. Advanced multiple AI initiatives including AI-enabled Document Search. Q2 beat driven by competitive wins and pricing power. Stock trading around $227.68 with mixed recent performance.
Apr 8FactSet raises FY2026 guidance after strong Q2 beat; ASV growth accelerates to 6.7% reaching $2.45BPositive▶
FactSet Research Systems posted Q2 2026 results with ASV growth accelerating to 6.7% (fourth consecutive quarter) reaching $2.45B, missing earnings but raising full-year guidance to $17.25-$17.75 adjusted EPS. Board approved $600M stock repurchase (5.4% of shares). Company advancing AI initiatives including Document Search and FactSet AI for Banking.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6FactSet raised FY2026 outlook after strong Q2 beat; AI initiatives expanding.Positive▶
FactSet reported Q2 FY2026 revenue $611M (+7.1% YoY) and adjusted EPS $4.46. Raised FY adjusted EPS guidance to $17.25-$17.75. Launched AI-enabled Document Search and FactSet AI for Banking with Finster AI. Stock up 16% on guidance raise.
Apr 3FactSet beats Q2 estimates April 1, raises FY26 guidance; stock gains 3.5%, extends 5-day winning streak.Positive▶
FactSet reported strong Q2 FY2026 results (revenue $611M, adj. EPS $4.46) exceeding expectations April 1. Company raised FY26 guidance: revenue $2.45-2.47B, adj. EPS $17.25-17.75. Stock jumped 3.5% intraday. Wells Fargo maintained Underweight ($200 PT), BMO cut target to $257.
Apr 2FactSet Q2 FY26 results beat estimates; company raises FY26 guidance citing strong organic revenue growth of 6.8%.Positive▶
FactSet reported Q2 FY26 GAAP revenues of $611.0M, up 7.1% YoY, with organic growth of 6.8%. EPS of $4.46 beat consensus of $4.37. Company raised FY26 guidance to revenues $2,450-$2,470M and adjusted EPS $17.25-$17.75. Free cash flow rose 23.6% to $185.7M. Stock jumped 3.5% on April 1. UBS trimmed target from $425 to $380 (buy), Wells Fargo raised to $200 (underweight). Average 17-analyst target $283.91.
Apr 1FactSet raises FY2026 guidance after strong Q2 earnings; ASV growth accelerates 4th consecutive quarter.Positive▶
FactSet reported Q2 2026 revenues of $611.02M (beat consensus, +7.1% YoY) and raised FY26 guidance. Organic ASV accelerated to 6.7% growth ($2.45B) for 4th consecutive quarter. Document Search AI used by 85,000+.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| FDSFACTSET | $228.72 | +0.50% | -1.4% | 11.7x | 0.72 | $8.3B |
| SPGIS+P | $426.22 | -1.16% | -0.7% | 19.4x | 1.20 | $127.6B |
| CMECME | $289.91 | +0.73% | -6.7% | 22.4x | 0.30 | $104.3B |
| ICEINTERCONTINENTAL | $155.30 | -1.77% | -5.0% | 18.1x | 1.04 | $89.5B |
| MCOMOODY | $456.91 | -1.07% | +4.0% | 24.9x | 1.45 | $80.7B |
| NDAQNASDAQ | $91.42 | -0.53% | +4.6% | 20.8x | 1.02 | $52.0B |
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Price below 200d MA — bearish structure.