No insider purchase over the last 90 days. The latest was filed 10 Nov 2025.
Factset Research Systems Inc, founded in 1978, is a Business Services company based in Norwalk, United States. Its directors and officers file their transactions with SEC (Form 4). Between 18 October 2025 and 18 October 2026, 19 insiders published 26 filings.
Every open-market trade in the period is a purchase: 1 purchase worth €110k, from 1 insider, and not a single sale. Unlike grants, an open-market purchase is paid for by the insider, at the market price. Among those who bought: 1 senior executive. The largest single trade was a purchase of €110k by Skoko Goran, published on 10 November 2025.
Across the 5,811 companies tracked on its exchange, the median is 19 filings; at 26 filings, this issuer sits above that mark. The full history, which starts in 2016, counts 3 purchases against 24 sales. In its latest annual report filed with the SEC (10-K, fiscal year ended 31 August 2025), the company reported revenue of 2.32 bn USD and net income of 597.0 m USD.
The latest purchase dates back some time: it was published 342 days ago, on 10 November 2025. Typically, a trade is published a median of 2 days after it takes place. The legal deadline for a Form 4 is two business days after the transaction.
In the same sector, recent insider purchases at Coursera, Inc. also feature in our signals. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analysts rate Factset Research Systems Inc Hold (neutral), based on 16 analysts. Average price target: US$280.00.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Transparent value + quality ranking, distinct from the insider signal.
FY ended August 2025 · cache
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FactSet Research Systems Inc. (ticker: FDS) is a U.S.-listed company on the NYSE/NASDAQ in the United States. For investors, FactSet should be viewed as a business-to-business financial infrastructure and workflow provider rather than a consumer-facing software company. Founded in 1978, the company has evolved from a research database into a broad integrated platform used by investment professionals, investment banks, wealth managers, private capital firms, and other institutional clients. Its headquarters are in Norwalk, Connecticut.
FactSet’s business model is anchored in recurring subscription revenue from financial content, market data, analytics, and workflow applications. The company emphasizes trusted, connected, and auditable data embedded into mission-critical client workflows. Its main operating areas include solutions for the buy side, sell side, wealth management, and specialized offerings for dealmakers and private capital users. Key products and platforms include FactSet Workstation, portfolio and trading tools, research and analytics applications, APIs, and productivity tools integrated with Microsoft Office. These offerings are designed to help clients research companies, analyze markets, manage portfolios, support banking workflows, and streamline decision-making.
In competitive terms, FactSet operates in a concentrated market alongside major financial data and analytics providers such as Bloomberg, LSEG/Refinitiv, S&P Global, and selected niche specialists. Its historical strengths are data quality, workflow integration, customization, and high client stickiness. FactSet serves clients globally and reports operations across the Americas, EMEA, and Asia Pacific, giving it a diversified international footprint while remaining firmly headquartered in the United States.
Recent developments point to an increasingly AI-driven product strategy. In 2025 and 2026, FactSet announced multiple artificial intelligence initiatives, including AI-enabled document search, AI-native banking workflow tools, and AI-powered solutions for private capital. The company also highlighted new and expanded partnerships around fixed-income data, trading, and workflow integration, underscoring its effort to deepen product adoption and protect its platform position. FactSet has also reported continued growth in annual subscription value and retention above 95%, which supports the view that it has a resilient, subscription-based revenue base. For equity investors, the key questions remain execution on AI monetization, competitive differentiation, and the company’s ability to keep expanding within large institutional workflows.
Purchases our model currently ranks for the recommendations list.
All recommendationsHeadquarters: Norwalk, United States · Founded: 1978 · Wikipedia article
Source: Wikidata (CC0).
| Fiscal year end | Revenue | Net income | Diluted EPS | Filing |
|---|---|---|---|---|
| Aug 2025 | 2.32 bn USD | 597.0 m USD | 15.55 USD | 10-K |
| Aug 2024 | 2.20 bn USD | 537.1 m USD | 13.91 USD | 10-K |
| Aug 2023 | 2.09 bn USD | 468.2 m USD | 12.04 USD | 10-K |
| Aug 2022 | 1.84 bn USD | 396.9 m USD | 10.25 USD | 10-K |
| Aug 2021 | 1.59 bn USD | 399.6 m USD | 10.36 USD | 10-K |
Amounts in USD, as filed (forms 10-K, 20-F or 40-F). Source: SEC EDGAR.