FactSet Research Systems Inc

Latest Results (11.11.2025):

FactSet Research Systems Inc reported its financial results for the Fourth Quarter 2025 as part of its Fiscal 2025 update. The company highlighted robust organic subscription growth, strong client and ASV retention, and strategic progress in its multi-year AI roadmap. The report also noted that while revenue and technology investments were strong, there was some margin pressure reflected in a decrease in operating margin, underscoring FactSet’s focus on shifting toward more managed, recurring services.

Revenue and Organic Growth

The report shows an organic revenue growth rate in the quarter alongside a healthy expansion in Annual Subscription Value (ASV) across global segments. Notably, segments such as Wealth and Institutional Buy-Side delivered solid performance, with overall organic ASV growth around 5.7% and reclassification adjustments further underscoring the recurring nature of its revenues.

Operational and Margin Highlights

FactSet reported strong operational metrics with ASV retention exceeding 95% and client retention holding steady near 91%. However, the financial results highlighted a decrease in operating margin by approximately 200 basis points, attributed to lower bonus accruals and higher technology expenses, even as overall performance remained resilient.

EPS and Strategic Initiatives

The quarter also featured an adjusted diluted EPS of $4.05, reflecting sustained earnings growth. Additionally, FactSet’s commitment to its AI investments was reinforced with the launch of several new AI products and enhanced automation features, designed to further integrate and streamline client workflows while positioning the company for long-term expansion.