The Filings Report

Factset Research Systems

FDSNYSECIK 1013237Technology / Softwarefiscal year ends August69 quarters since 2009

Revenue, Q4 FY2026
$635M
+6.3% on Q4 FY2025
Net income
$121M
−21.1% on Q4 FY2025
Free cash flow
$177M
−0.5% on Q4 FY2025
Diluted EPS
—
not filed for a derived quarter
Revenue, TTM
$2.5B
trailing four quarters
Net margin, TTM
21.5%
net income $533M
Free cash flow, TTM
$707M
$822M less $115M capex
Cash and equivalents
$233M
long-term debt $871M, Aug 31, 2026
Shares, 12-month change
−5.9%
35M shares, Aug 31, 2026
Buybacks, TTM
$644M
5.6% of market value
Dividends, TTM
$164M
1.4% of market value
Market value
$11.6B
at the close, buybacks

Latest quarter Q4 FY2026, filed October 20, 2026. Trailing figures sum the latest four quarters. Market values at the latest close, from a market data vendor.

In Q4 FY2026, the quarter ended August 31, 2026, Factset Research Systems reported revenue of $635M, +6.3% on Q4 FY2025, and net income of $121M (−21.1%). Operating margin was 24.7%. Free cash flow, operating cash flow less capital expenditures, was $177M ($205M less $27M). The income statement for this quarter is derived from the annual filing, so no per-share figure is shown; per-share values are never computed by subtraction.

Share price

Daily candlesticks from November 11, 2024 to November 6, 2026, with each earnings release marked; a release after the close marks the day it came out, so its reaction is the next candle. See this earnings season for every company’s reaction.

FDS daily priceSplit-adjusted, US dollars; an earnings release
Nov 6, 2026O $331.65 · H $333.39 · L $323.55 · C $327.89 · −3.69% on the dayOver the range: +29.28%, Nov 7, 2025 to Nov 6, 2026
$175$221$267$312$358Nov 25Jan 26Apr 26Jun 26Aug 26Nov 26

The last 16 quarters

Q1 FY2023 to Q4 FY2026, through the filing of October 20, 2026.

Revenue and net incomeRevenueNet income
$0$200M$400M$600M$800MQ1'23, Revenue: $505MQ1'23, Net income: $137MQ1'23Q2'23, Revenue: $515MQ2'23, Net income: $132MQ2'23Q3'23, Revenue: $530MQ3'23, Net income: $135MQ3'23Q4'23, Revenue: $536MQ4'23, Net income: $65MQ4'23Q1'24, Revenue: $542MQ1'24, Net income: $149MQ1'24Q2'24, Revenue: $546MQ2'24, Net income: $141MQ2'24Q3'24, Revenue: $553MQ3'24, Net income: $158MQ3'24Q4'24, Revenue: $562MQ4'24, Net income: $89MQ4'24Q1'25, Revenue: $569MQ1'25, Net income: $150MQ1'25Q2'25, Revenue: $571MQ2'25, Net income: $145MQ2'25Q3'25, Revenue: $586MQ3'25, Net income: $149MQ3'25Q4'25, Revenue: $597MQ4'25, Net income: $154MQ4'25Q1'26, Revenue: $608MQ1'26, Net income: $153MQ1'26Q2'26, Revenue: $611MQ2'26, Net income: $133MQ2'26Q3'26, Revenue: $623MQ3'26, Net income: $127MQ3'26Q4'26, Revenue: $635MQ4'26, Net income: $121MQ4'26$0$200M$400M$600M$800MQ1'23, Revenue: $505MQ1'23, Net income: $137MQ1'23Q2'23, Revenue: $515MQ2'23, Net income: $132MQ2'23Q3'23, Revenue: $530MQ3'23, Net income: $135MQ3'23Q4'23, Revenue: $536MQ4'23, Net income: $65MQ4'23Q1'24, Revenue: $542MQ1'24, Net income: $149MQ1'24Q2'24, Revenue: $546MQ2'24, Net income: $141MQ2'24Q3'24, Revenue: $553MQ3'24, Net income: $158MQ3'24Q4'24, Revenue: $562MQ4'24, Net income: $89MQ4'24Q1'25, Revenue: $569MQ1'25, Net income: $150MQ1'25Q2'25, Revenue: $571MQ2'25, Net income: $145MQ2'25Q3'25, Revenue: $586MQ3'25, Net income: $149MQ3'25Q4'25, Revenue: $597MQ4'25, Net income: $154MQ4'25Q1'26, Revenue: $608MQ1'26, Net income: $153MQ1'26Q2'26, Revenue: $611MQ2'26, Net income: $133MQ2'26Q3'26, Revenue: $623MQ3'26, Net income: $127MQ3'26Q4'26, Revenue: $635MQ4'26, Net income: $121MQ4'26$0$200M$400M$600M$800MQ1'23, Revenue: $505MQ1'23, Net income: $137MQ2'23, Revenue: $515MQ2'23, Net income: $132MQ2'23Q3'23, Revenue: $530MQ3'23, Net income: $135MQ4'23, Revenue: $536MQ4'23, Net income: $65MQ4'23Q1'24, Revenue: $542MQ1'24, Net income: $149MQ2'24, Revenue: $546MQ2'24, Net income: $141MQ2'24Q3'24, Revenue: $553MQ3'24, Net income: $158MQ4'24, Revenue: $562MQ4'24, Net income: $89MQ4'24Q1'25, Revenue: $569MQ1'25, Net income: $150MQ2'25, Revenue: $571MQ2'25, Net income: $145MQ2'25Q3'25, Revenue: $586MQ3'25, Net income: $149MQ4'25, Revenue: $597MQ4'25, Net income: $154MQ4'25Q1'26, Revenue: $608MQ1'26, Net income: $153MQ2'26, Revenue: $611MQ2'26, Net income: $133MQ2'26Q3'26, Revenue: $623MQ3'26, Net income: $127MQ4'26, Revenue: $635MQ4'26, Net income: $121MQ4'26

Net income losses drawn in red.

Free cash flow
$0$100M$200M$300MQ1'23, Free cash flow: $89MQ1'23Q2'23, Free cash flow: $147MQ2'23Q3'23, Free cash flow: $193MQ3'23Q4'23, Free cash flow: $156MQ4'23Q1'24, Free cash flow: $139MQ1'24Q2'24, Free cash flow: $122MQ2'24Q3'24, Free cash flow: $217MQ3'24Q4'24, Free cash flow: $137MQ4'24Q1'25, Free cash flow: $60MQ1'25Q2'25, Free cash flow: $150MQ2'25Q3'25, Free cash flow: $229MQ3'25Q4'25, Free cash flow: $178MQ4'25Q1'26, Free cash flow: $90MQ1'26Q2'26, Free cash flow: $186MQ2'26Q3'26, Free cash flow: $254MQ3'26Q4'26, Free cash flow: $177MQ4'26$0$100M$200M$300MQ1'23, Free cash flow: $89MQ1'23Q2'23, Free cash flow: $147MQ2'23Q3'23, Free cash flow: $193MQ3'23Q4'23, Free cash flow: $156MQ4'23Q1'24, Free cash flow: $139MQ1'24Q2'24, Free cash flow: $122MQ2'24Q3'24, Free cash flow: $217MQ3'24Q4'24, Free cash flow: $137MQ4'24Q1'25, Free cash flow: $60MQ1'25Q2'25, Free cash flow: $150MQ2'25Q3'25, Free cash flow: $229MQ3'25Q4'25, Free cash flow: $178MQ4'25Q1'26, Free cash flow: $90MQ1'26Q2'26, Free cash flow: $186MQ2'26Q3'26, Free cash flow: $254MQ3'26Q4'26, Free cash flow: $177MQ4'26$0$100M$200M$300MQ1'23, Free cash flow: $89MQ2'23, Free cash flow: $147MQ2'23Q3'23, Free cash flow: $193MQ4'23, Free cash flow: $156MQ4'23Q1'24, Free cash flow: $139MQ2'24, Free cash flow: $122MQ2'24Q3'24, Free cash flow: $217MQ4'24, Free cash flow: $137MQ4'24Q1'25, Free cash flow: $60MQ2'25, Free cash flow: $150MQ2'25Q3'25, Free cash flow: $229MQ4'25, Free cash flow: $178MQ4'25Q1'26, Free cash flow: $90MQ2'26, Free cash flow: $186MQ2'26Q3'26, Free cash flow: $254MQ4'26, Free cash flow: $177MQ4'26

Operating cash flow less capital expenditures; negative quarters in red.

Cash and equivalents against long-term debtCash and equivalentsLong-term debt
$0$500M$1.0B$1.5B$2.0BQ1'23, Cash and equivalents: $437MQ1'23, Long-term debt: $1.9BQ1'23Q2'23, Cash and equivalents: $445MQ2'23, Long-term debt: $1.7BQ2'23Q3'23, Cash and equivalents: $487MQ3'23, Long-term debt: $1.7BQ3'23Q4'23, Cash and equivalents: $425MQ4'23, Long-term debt: $1.6BQ4'23Q1'24, Cash and equivalents: $412MQ1'24, Long-term debt: $1.6BQ1'24Q2'24, Cash and equivalents: $382MQ2'24, Long-term debt: $1.5BQ2'24Q3'24, Cash and equivalents: $453MQ3'24, Long-term debt: $1.2BQ3'24Q4'24, Cash and equivalents: $423MQ4'24, Long-term debt: $1.2BQ4'24Q1'25, Cash and equivalents: $289MQ1'25, Long-term debt: $1.3BQ1'25Q2'25, Cash and equivalents: $279MQ2'25, Long-term debt: $1.5BQ2'25Q3'25, Cash and equivalents: $356MQ3'25, Long-term debt: $1.4BQ3'25Q4'25, Cash and equivalents: $338MQ4'25, Long-term debt: $1.4BQ4'25Q1'26, Cash and equivalents: $275MQ1'26, Long-term debt: $1.4BQ1'26Q2'26, Cash and equivalents: $268MQ2'26, Long-term debt: $1.4BQ2'26Q3'26, Cash and equivalents: $288MQ3'26, Long-term debt: $891MQ3'26Q4'26, Cash and equivalents: $233MQ4'26, Long-term debt: $871MQ4'26$0$500M$1.0B$1.5B$2.0BQ1'23, Cash and equivalents: $437MQ1'23, Long-term debt: $1.9BQ1'23Q2'23, Cash and equivalents: $445MQ2'23, Long-term debt: $1.7BQ2'23Q3'23, Cash and equivalents: $487MQ3'23, Long-term debt: $1.7BQ3'23Q4'23, Cash and equivalents: $425MQ4'23, Long-term debt: $1.6BQ4'23Q1'24, Cash and equivalents: $412MQ1'24, Long-term debt: $1.6BQ1'24Q2'24, Cash and equivalents: $382MQ2'24, Long-term debt: $1.5BQ2'24Q3'24, Cash and equivalents: $453MQ3'24, Long-term debt: $1.2BQ3'24Q4'24, Cash and equivalents: $423MQ4'24, Long-term debt: $1.2BQ4'24Q1'25, Cash and equivalents: $289MQ1'25, Long-term debt: $1.3BQ1'25Q2'25, Cash and equivalents: $279MQ2'25, Long-term debt: $1.5BQ2'25Q3'25, Cash and equivalents: $356MQ3'25, Long-term debt: $1.4BQ3'25Q4'25, Cash and equivalents: $338MQ4'25, Long-term debt: $1.4BQ4'25Q1'26, Cash and equivalents: $275MQ1'26, Long-term debt: $1.4BQ1'26Q2'26, Cash and equivalents: $268MQ2'26, Long-term debt: $1.4BQ2'26Q3'26, Cash and equivalents: $288MQ3'26, Long-term debt: $891MQ3'26Q4'26, Cash and equivalents: $233MQ4'26, Long-term debt: $871MQ4'26$0$500M$1.0B$1.5B$2.0BQ1'23, Cash and equivalents: $437MQ1'23, Long-term debt: $1.9BQ2'23, Cash and equivalents: $445MQ2'23, Long-term debt: $1.7BQ2'23Q3'23, Cash and equivalents: $487MQ3'23, Long-term debt: $1.7BQ4'23, Cash and equivalents: $425MQ4'23, Long-term debt: $1.6BQ4'23Q1'24, Cash and equivalents: $412MQ1'24, Long-term debt: $1.6BQ2'24, Cash and equivalents: $382MQ2'24, Long-term debt: $1.5BQ2'24Q3'24, Cash and equivalents: $453MQ3'24, Long-term debt: $1.2BQ4'24, Cash and equivalents: $423MQ4'24, Long-term debt: $1.2BQ4'24Q1'25, Cash and equivalents: $289MQ1'25, Long-term debt: $1.3BQ2'25, Cash and equivalents: $279MQ2'25, Long-term debt: $1.5BQ2'25Q3'25, Cash and equivalents: $356MQ3'25, Long-term debt: $1.4BQ4'25, Cash and equivalents: $338MQ4'25, Long-term debt: $1.4BQ4'25Q1'26, Cash and equivalents: $275MQ1'26, Long-term debt: $1.4BQ2'26, Cash and equivalents: $268MQ2'26, Long-term debt: $1.4BQ2'26Q3'26, Cash and equivalents: $288MQ3'26, Long-term debt: $891MQ4'26, Cash and equivalents: $233MQ4'26, Long-term debt: $871MQ4'26

Positions at each quarter end, as filed; short-term investments are not included.

Income statement

Last eight quarters, newest first, through Q4 FY2026 filed October 20, 2026.

Factset Research Systems income statement, quarterly
Millions of dollarsQ4 FY2026ended Aug 31, 2026filed Oct 20, 2026Q3 FY2026ended May 31, 2026filed Jul 1, 2026Q2 FY2026ended Feb 28, 2026filed Apr 2, 2026Q1 FY2026ended Nov 30, 2025filed Jan 5, 2026Q4 FY2025ended Aug 31, 2025filed Oct 22, 2025Q3 FY2025ended May 31, 2025filed Jul 3, 2025Q2 FY2025ended Feb 28, 2025filed Apr 4, 2025Q1 FY2025ended Nov 30, 2024filed Jan 8, 2025YoYQ4 FY2026vs Q4 FY2025
Revenue635623611608597586571569+6.3%
Cost of revenue326312297288289281270259+13.0%
Gross profit—————————
Research and development—————————
Selling, general and administrative152144129128131111116119+15.9%
Operating income157166185192177194185191−11.7%
Other income (expense)(12)(12)(24)(2)12(14)(13)(12)−205.4%
Pretax income144154161190189180172180−23.6%
Income tax2327283835312730−34.2%
Net income121127133153154149145150−21.1%
Diluted EPS ($)—3.503.594.06—3.873.763.89—
Diluted shares (millions)—363738—383939—

Fourth quarters are the fiscal year less the first nine months when the filer reports no discrete fourth quarter, and are marked. Diluted EPS is never derived, so a derived quarter shows none. Italic figures are derived.

Balance sheet

Last eight quarters, newest first, through Q4 FY2026 filed October 20, 2026.

Factset Research Systems balance sheet, quarterly
Millions of dollarsQ4 FY2026ended Aug 31, 2026filed Oct 20, 2026Q3 FY2026ended May 31, 2026filed Jul 1, 2026Q2 FY2026ended Feb 28, 2026filed Apr 2, 2026Q1 FY2026ended Nov 30, 2025filed Jan 5, 2026Q4 FY2025ended Aug 31, 2025filed Oct 22, 2025Q3 FY2025ended May 31, 2025filed Jul 3, 2025Q2 FY2025ended Feb 28, 2025filed Apr 4, 2025Q1 FY2025ended Nov 30, 2024filed Jan 8, 2025YoYQ4 FY2026vs Q4 FY2025
Cash and equivalents233288268275338356279289−30.9%
Short-term investments32161717178870+83.4%
Total current assets652728724709730760708751−10.7%
Total assets4,1404,1924,2204,2214,3044,3394,2414,049−3.8%
Total current liabilities1,0901,065506459521519482538+109.0%
Long-term debt8718911,3691,3691,3681,4301,4721,297−36.4%
Total liabilities2,1382,1602,0912,0532,1182,1842,1852,057+1.0%
Stockholders’ equity2,0022,0322,1292,1682,1862,1552,0571,992−8.4%
Shares outstanding (millions)3536363737383838—

Positions at each period end. Nothing on this statement is derived. Long-term debt is the filed noncurrent line only; no total-debt composite is constructed across filers. Italic figures are derived.

Cash flow statement

Last eight quarters, newest first, through Q4 FY2026 filed October 20, 2026.

Factset Research Systems cash flow statement, quarterly
Millions of dollarsQ4 FY2026ended Aug 31, 2026filed Oct 20, 2026Q3 FY2026ended May 31, 2026filed Jul 1, 2026Q2 FY2026ended Feb 28, 2026filed Apr 2, 2026Q1 FY2026ended Nov 30, 2025filed Jan 5, 2026Q4 FY2025ended Aug 31, 2025filed Oct 22, 2025Q3 FY2025ended May 31, 2025filed Jul 3, 2025Q2 FY2025ended Feb 28, 2025filed Apr 4, 2025Q1 FY2025ended Nov 30, 2024filed Jan 8, 2025YoYQ4 FY2026vs Q4 FY2025
Operating cash flow20528521212121225417486−3.5%
Capital expenditures2730263134252426−19.3%
Free cash flow (CFO − capex)1772541869017822915060−0.5%
Depreciation and amortization4746444443413836+10.3%
Share repurchases138203163140107816449+29.4%
Dividends paid4240414142404039−0.3%

10-Qs file cash flows as year-to-date totals, so quarterly figures are differenced from consecutive filings and marked. Free cash flow is operating cash flow less capital expenditures, computed from the two filed lines. Italic figures are derived.

Annual statements

Every fiscal year filed, newest first, through FY2026 filed October 20, 2026.

Income statement

Factset Research Systems income statement, annual
Millions of dollarsFY2026ended Aug 31, 2026filed Oct 20, 2026FY2025ended Aug 31, 2025filed Oct 22, 2025FY2024ended Aug 31, 2024filed Oct 29, 2024FY2023ended Aug 31, 2023filed Oct 27, 2023FY2022ended Aug 31, 2022filed Oct 21, 2022FY2021ended Aug 31, 2021filed Oct 22, 2021FY2020ended Aug 31, 2020filed Oct 29, 2020FY2019ended Aug 31, 2019filed Oct 30, 2019FY2018ended Aug 31, 2018filed Oct 30, 2018FY2017ended Aug 31, 2017filed Oct 30, 2017FY2016ended Aug 31, 2016filed Oct 31, 2016FY2015ended Aug 31, 2015filed Nov 2, 2015FY2014ended Aug 31, 2014filed Oct 30, 2014FY2013ended Aug 31, 2013filed Oct 30, 2013FY2012ended Aug 31, 2012filed Oct 30, 2012FY2011ended Aug 31, 2011filed Oct 31, 2011FY2010ended Aug 31, 2010filed Jan 10, 2011FY2009ended Aug 31, 2009filed Jan 10, 2011
Revenue2,4762,3222,2032,0861,8441,5911,4941,4351,3501,2211,1271,007920858806727641622
Cost of revenue1,2231,0981,012973871786695663659567487———————
Gross profit——————————————————
Research and development346301265267255250224215217215————————
Selling, general and administrative553476490483433331343334325302290270264282257244213202
Operating income700748701629475474440438366352350332302269273238222211
Other income (expense)(50)(27)(50)(45)(32)(6)(13)(16)(14)(8)11121—————
Pretax income650721652584444468427422352344461334303271275239222212
Income tax11612411411647685469858612293927286687267
Net income533597537468397400373353267258339241212199189171150145
Diluted EPS ($)14.5715.5513.9112.0410.2510.369.659.086.786.518.195.714.924.454.123.613.132.97
Diluted shares (millions)373839393939393939404142434546474849

Balance sheet

Factset Research Systems balance sheet, annual
Millions of dollarsFY2026ended Aug 31, 2026filed Oct 20, 2026FY2025ended Aug 31, 2025filed Oct 22, 2025FY2024ended Aug 31, 2024filed Oct 29, 2024FY2023ended Aug 31, 2023filed Oct 27, 2023FY2022ended Aug 31, 2022filed Oct 21, 2022FY2021ended Aug 31, 2021filed Oct 22, 2021FY2020ended Aug 31, 2020filed Oct 29, 2020FY2019ended Aug 31, 2019filed Oct 30, 2019FY2018ended Aug 31, 2018filed Oct 30, 2018FY2017ended Aug 31, 2017filed Oct 30, 2017FY2016ended Aug 31, 2016filed Oct 31, 2016FY2015ended Aug 31, 2015filed Nov 2, 2015FY2014ended Aug 31, 2014filed Oct 30, 2014FY2013ended Aug 31, 2013filed Oct 30, 2013FY2012ended Aug 31, 2012filed Oct 30, 2012FY2011ended Aug 31, 2011filed Oct 31, 2011FY2010ended Aug 31, 2010filed Jan 10, 2011FY2009ended Aug 31, 2009filed Jan 10, 2011
Cash and equivalents233338423425503682586360209195228159116197189182196216
Short-term investments321770323336202629322423201314———
Total current assets652730836770870934842584431409369304250318299273265—
Total assets4,1404,3044,0553,9634,0142,2252,0831,5601,4191,4131,019737663690694657645634
Total current liabilities1,090521667484438316276219221201158140127118113109109—
Long-term debt8711,3681,2411,6131,982575574574575575300350—————
Total liabilities2,1382,1182,1432,3432,6831,2091,187888894854502205152148142142142—
Stockholders’ equity2,0022,1861,9121,6201,3311,016896672526560517532511542552515502501
Shares outstanding (millions)3537383838383838383940414243444546—

Cash flow statement

Factset Research Systems cash flow statement, annual
Millions of dollarsFY2026ended Aug 31, 2026filed Oct 20, 2026FY2025ended Aug 31, 2025filed Oct 22, 2025FY2024ended Aug 31, 2024filed Oct 29, 2024FY2023ended Aug 31, 2023filed Oct 27, 2023FY2022ended Aug 31, 2022filed Oct 21, 2022FY2021ended Aug 31, 2021filed Oct 22, 2021FY2020ended Aug 31, 2020filed Oct 29, 2020FY2019ended Aug 31, 2019filed Oct 30, 2019FY2018ended Aug 31, 2018filed Oct 30, 2018FY2017ended Aug 31, 2017filed Oct 30, 2017FY2016ended Aug 31, 2016filed Oct 31, 2016FY2015ended Aug 31, 2015filed Nov 2, 2015FY2014ended Aug 31, 2014filed Oct 30, 2014FY2013ended Aug 31, 2013filed Oct 30, 2013FY2012ended Aug 31, 2012filed Oct 30, 2012FY2011ended Aug 31, 2011filed Oct 31, 2011FY2010ended Aug 31, 2010filed Jan 10, 2011FY2009ended Aug 31, 2009filed Jan 10, 2011
Operating cash flow822726700646538555506427386321331306265270232207211208
Capital expenditures11510986615161785934374826181923292124
Free cash flow (CFO − capex)707617615585487494428368352284283281247251209178190184
Depreciation and amortization1811581251058764586057483831343634373734
Share repurchases64430023517719265200220304261357256280332154217193104
Dividends paid16416015113912611811010089817467615650443835

Insider activity

Form 4 filings by officers, directors and 10% owners, November 9, 2024 to November 9, 2026. Only open-market purchases and sales count as buys and sells; awards, exercises, tax withholding and gifts are listed in grey and never counted.

Bought, three months
$0
0 purchases by 0 insiders; officers and directors $0
Sold, three months
$0
0 sales by 0 insiders; officers and directors $0
Bought, twelve months
$0
0 purchases by 0 insiders; officers and directors $0
Sold, twelve months
$2M
4 sales by 2 insiders; officers and directors $2M

The last 25 transactions

TradedInsiderRoleTransactionSharesPriceValueHeld afterFiled
Nov 1, 2026Moskoff Gregory TMD,Controller and CAOoption exercise97$0.00—322Nov 2, 2026
Nov 1, 2026Moskoff Gregory TMD,Controller and CAOtax withholding45$329.57$15K277Nov 2, 2026
Oct 15, 2026Abrams Robin AnnDirectorgift125$0.00—15,365Oct 19, 2026
Oct 15, 2026Abrams Robin AnnDirectorgift125$0.00—15,240Oct 19, 2026
Oct 15, 2026Abrams Robin AnnDirectorgift125$0.00—15,115Oct 19, 2026
Sep 22, 2026Viswanathan SanokeChief Executive Officer, Directortax withholding8,065$276.42$2M50,267Sep 24, 2026
Aug 31, 2026Moskoff Gregory TMD,Controller and CAOother18$230.22$4K225Oct 13, 2026
Aug 31, 2026Warren JoshuaEVP, Chief Financial Officerother1$230.22$1922,273Oct 13, 2026
Aug 31, 2026McLoughlin ChristopherChief Legal Officerother26$230.22$6K2,773Oct 13, 2026
Jun 18, 2026Moskoff Gregory TMD,Controller and CAOother0$221.29$93206Oct 13, 2026
Jun 18, 2026McLoughlin ChristopherChief Legal Officerother0$221.29$322,747Oct 13, 2026
May 29, 2026Moskoff Gregory TMD,Controller and CAOother19$186.95$4K206Oct 13, 2026
May 29, 2026McLoughlin ChristopherChief Legal Officerother32$186.95$6K2,747Oct 13, 2026
May 1, 2026Warren JoshuaEVP, Chief Financial Officeraward2,272$0.00—2,272May 5, 2026
Mar 19, 2026Ellis Christopher REVP, Initiatives & P'shipsother16$208.84$3K24,244Oct 14, 2026
Mar 19, 2026Moskoff Gregory TMD,Controller and CAOother0$208.84$66187Oct 13, 2026
Mar 19, 2026Costigan JohnEVP, Co-Head of Productother2$208.84$3614,490Oct 13, 2026
Mar 19, 2026Karnovsky Kristina WEVP, Co-Head of Productother1$208.84$1802,538Oct 13, 2026
Mar 19, 2026Skoko GoranEVP, Chief Revenue Officerother10$208.84$2K9,215Oct 13, 2026
Feb 27, 2026Moskoff Gregory TMD,Controller and CAOother3$184.29$597186Oct 13, 2026
Feb 27, 2026Costigan JohnEVP, Co-Head of Productother7$184.29$1K4,488Oct 13, 2026
Feb 3, 2026Moskoff Gregory TMD,Controller and CAOtax withholding3$222.62$668183Feb 17, 2026
Feb 1, 2026Moskoff Gregory TMD,Controller and CAOtax withholding4$254.36$1K186Feb 17, 2026
Jan 15, 2026Hylton Laurie GDirectoraward439$0.00—848Jan 20, 2026
Jan 15, 2026Shavel LeeDirectoraward571$0.00—1,587Jan 20, 2026

Full insider history for Factset Research Systems, or insider activity across all companies. A record of filings, not a recommendation.

Tracked funds holding it

1 of the tracked managers held FDS in their latest 13F filing, through August 14, 2026. Weight is the share of the fund’s reported portfolio. How the funds have traded FDS by quarter.

FundManagerQuarterValueSharesWeightMove
Baron Capital GroupRon BaronQ2 2026$967M4M1.45%added +11.8%

Sources

Fiscal year ends in month 8; periods are labeled with the issuer's own fiscal calendar. Values are as most recently filed (restatements apply; per-share values are on current split basis per the connector's split table, flagged in adjusted). Flow items flagged in `derived` were computed (Q4 = FY − nine months; quarterly cash flow differenced from year-to-date filings) rather than read from a filing. `reconciliation.repaired` lists periods where a full-year figure was filed in a quarter slot: that row was dropped and the quarter rebuilt from the annual figure. `reconciliation.quarantined` lists periods where four filed quarters do not sum to the filed year — those quarterly values are withheld, so a blank there is a withholding rather than an absence of reporting.

Filer
FACTSET RESEARCH SYSTEMS INC, CIK 1013237 on EDGAR
Extract generated
November 8, 2026
Withheld
1 line-years whose four quarters do not sum to the filed year: opex sga FY2020
Repaired
none
XBRL concepts behind each line

Income statement

Revenue: RevenueFromContractWithCustomerExcludingAssessedTax, Revenues
Cost of revenue: CostOfGoodsAndServicesSold, CostOfRevenue
Gross profit: not filed
Research and development: ResearchAndDevelopmentExpense
Selling, general and administrative: SellingGeneralAndAdministrativeExpense
Operating income: OperatingIncomeLoss
Other income (expense): NonoperatingIncomeExpense, OtherNonoperatingIncomeExpense
Pretax income: IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest, IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments
Income tax: IncomeTaxExpenseBenefit
Net income: NetIncomeLoss
Diluted EPS ($): EarningsPerShareDiluted
Diluted shares (millions): WeightedAverageNumberOfDilutedSharesOutstanding

Balance sheet

Cash and equivalents: CashAndCashEquivalentsAtCarryingValue
Short-term investments: ShortTermInvestments
Total current assets: AssetsCurrent
Total assets: Assets
Total current liabilities: LiabilitiesCurrent
Long-term debt: LongTermDebt, LongTermDebtNoncurrent
Total liabilities: Liabilities
Stockholders’ equity: StockholdersEquity
Shares outstanding (millions): dei:EntityCommonStockSharesOutstanding

Cash flow statement

Operating cash flow: NetCashProvidedByUsedInOperatingActivities
Capital expenditures: PaymentsToAcquireProductiveAssets, PaymentsToAcquirePropertyPlantAndEquipment
Free cash flow (CFO − capex): not filed
Depreciation and amortization: DepreciationDepletionAndAmortization
Share repurchases: PaymentsForRepurchaseOfCommonStock
Dividends paid: PaymentsOfDividends

The data

The statements on this page as files, generated November 8, 2026.

JSON file
/data/financials/FDS.json