FactSet SEC filings, summarized
We read every FactSet 8-K filing and insider trade the night it hits SEC EDGAR, and turn it into a two-minute plain-English summary.
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Recent filings
FactSet Reports Fiscal 2026 Results and Adopts Amended Bylaws
FactSet reported fiscal 2026 revenue of $2.48 billion, up 6.7% from the prior year, while GAAP diluted EPS fell 6.3% to $14.57 and adjusted diluted EPS rose…
FactSet reports higher fiscal 2026 revenue and issues fiscal 2027 guidance
FactSet’s fourth-quarter revenue rose 6.3% year over year to $634.7 million, while fiscal 2026 revenue increased 6.7% to $2.48 billion; adjusted diluted EPS…
FactSet Appoints Former Robeco COO Marcel Prins to Board
FactSet appointed Marcel Prins to its board on September 23, 2026, announcing the move publicly on September 25. Prins served as Robeco’s COO and a director…
FactSet Discloses Direct Financial Obligation in 8-K
FactSet Research Systems said information about a direct financial obligation is incorporated from Item 1.01 of the filing. The provided content does not…
FactSet Amends Credit Agreement, Extends Maturities and Raises Revolver
FactSet Research Systems amended its credit agreement with its lenders and PNC Bank, National Association, as administrative agent, extending the term loan…
FactSet ($FDS) filed an 8‑K (Item 9.01) on Mar 4, 2026 attaching a press release (Exhibit 99.1) and the…
FactSet ($FDS) filed an 8‑K (Item 9.01) on Mar 4, 2026 attaching a press release (Exhibit 99.1) and the Inline XBRL cover page (Exhibit 104). Press release…
FactSet names Kate Stepp Chief AI Officer, effective Mar 2, 2026; Stepp was previously CTO.
FactSet names Kate Stepp Chief AI Officer, effective Mar 2, 2026; Stepp was previously CTO. Bob Stolte assumes CTO on Mar 2, 2026. 8‑K filed Mar 4, 2026;…
FactSet ($FDS) filed an 8‑K (Item 9.01) on Dec 22, 2025 — Exhibit 3.1 is its Third Amended & Restated…
FactSet ($FDS) filed an 8‑K (Item 9.01) on Dec 22, 2025 — Exhibit 3.1 is its Third Amended & Restated Certificate of Incorporation; Exhibit 104 is the…
Dec 18, 2025 — All 10 directors re-elected to one‑year terms (For votes ~30.8M–31.5M); broker non‑votes…
Dec 18, 2025 — All 10 directors re-elected to one‑year terms (For votes ~30.8M–31.5M); broker non‑votes 2,363,425. Ernst & Young LLP ratified as auditor for…
FactSet ($FDS) shareholders on Dec 18, 2025 approved a Third Amended & Restated Certificate of…
FactSet ($FDS) shareholders on Dec 18, 2025 approved a Third Amended & Restated Certificate of Incorporation: lowers vote to amend written‑consent provision…
FactSet ($FDS) stockholders approved the FactSet Research Systems Inc.
FactSet ($FDS) stockholders approved the FactSet Research Systems Inc. 2025 Omnibus Incentive Plan at the Dec 18, 2025 Annual Meeting. The Board had…