Every material Form 8-K FactSet has filed with the SEC since December 19, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
FactSet reported fourth-quarter fiscal 2026 revenue of $634.7 million, up 6.3% year over year, while GAAP diluted EPS fell 15.4% to $3.41 and adjusted diluted EPS rose 11.6% to $4.52. The company also issued fiscal 2027 guidance calling for revenue of $2,600 million to $2,625 million and GAAP diluted EPS of $17.00 to $17.50, and on September 24, 2026 its board amended the bylaws to let the board delegate powers to committees and update shareholder nomination procedures.
Q4 GAAP operating income fell 11.7% to $156.6 million; GAAP operating margin was 24.7% versus 29.7%, mainly due to restructuring charges and incentive plan costs.
Full-year fiscal 2026 revenue was $2.48 billion, up 6.7%, while GAAP diluted EPS was $14.57, down from $15.55.
Fiscal 2027 guidance: revenue of $2,600 million to $2,625 million, GAAP diluted EPS of $17.00 to $17.50, and adjusted diluted EPS of $19.25 to $19.65.
Q4 share repurchases totaled $138.0 million, and $356.0 million remained available under the program as of August 31, 2026.
FactSet appointed Marcel Prins as a non-employee director on September 23, 2026, as disclosed in a September 25, 2026 filing. Prins previously served as Chief Operating Officer and a director of Robeco from 2022 to 2026, and the filing states he will receive the company's existing director compensation program.
Board appointment of Marcel Prins made September 23, 2026; announced in press release dated September 25, 2026
Prins was Chief Operating Officer and a director of Robeco from 2022 to 2026
Prins will participate in the existing non-employee director compensation program described in the October 27, 2025 proxy statement
Filing states no arrangements with other persons for his selection and no related party transactions
On August 28, 2026, FactSet amended its credit agreement with PNC Bank as administrative agent. The amendment extends the term loan maturity to August 28, 2029 and the revolving facility maturity to August 28, 2031, while increasing revolving commitments from $1.0 billion to $1.5 billion. For shareholders, the filing shows expanded and longer-dated borrowing capacity, though the filing does not state any borrowing drawn under the facilities.
Revolving commitments increased from $1.0 billion to $1.5 billion, with final maturity extended to August 28, 2031
Term loan facility of $375 million, with final maturity extended to August 28, 2029 and scheduled amortization removed
Credit spread adjustment of 0.10% removed for Daily Simple SONIA and Term SOFR borrowings
FactSet reported results for its fiscal third quarter ended May 31, 2026, with revenue up 6.4% to $622.9 million while GAAP diluted EPS fell 9.6% to $3.50. Adjusted diluted EPS rose 6.1% to $4.53, but GAAP results absorbed restructuring, severance and CEO compensation costs. The company reaffirmed its fiscal 2026 outlook, so shareholders get a mixed quarter with no change to guidance.
Revenue was $622.9 million, up 6.4% from $585.5 million a year earlier; organic revenue rose 7.0%.
GAAP diluted EPS was $3.50 versus $3.87; adjusted diluted EPS was $4.53 versus $4.27.
Restructuring/severance charges of $19.6 million weighed on operating income; GAAP operating margin was 26.7% versus 33.2%.
Fiscal 2026 guidance was reaffirmed, including GAAP revenues of $2,450 million to $2,470 million and GAAP diluted EPS of $14.85 to $15.35.
FactSet said Joshua Warren will become chief financial officer effective April 13, 2026, succeeding Helen Shan, who is transitioning out of the role on the same date. Warren's employment agreement sets a $500,000 base salary and a $1.5 million new-hire award, and the filing states Shan's departure is not the result of any disagreement with the company over accounting practices, financial statements or financial condition. The change is a senior finance leadership transition, and the filing does not report financial results.
Joshua Warren, age 46, appointed CFO effective April 13, 2026; previously CFO of Envestnet, Inc. from 2023 to 2025
Helen Shan transitions out as CFO effective April 13, 2026; her severance eligibility is subject to a separation agreement expected to be filed with the 10-Q for the quarter ending May 31, 2026
Warren's pay: $500,000 base salary, 110% target cash bonus, $2,250,000 target annual equity award beginning fiscal 2027, and a $1,500,000 new-hire award
Filing states Shan's departure is not the result of any disagreement regarding accounting practices, financial statements or financial condition
FactSet reported second-quarter fiscal 2026 results for the three months ended February 28, 2026, with GAAP revenue up 7.1% year over year to $611.0 million. The company raised its fiscal 2026 GAAP and adjusted diluted EPS guidance, though GAAP diluted EPS fell 4.5% to $3.59 due mainly to higher operating expenses and an impairment charge.
GAAP revenue of $611.0 million, up 7.1% from $570.7 million; organic revenue grew 6.8% to $606.2 million
GAAP diluted EPS of $3.59, down 4.5% from $3.76; adjusted diluted EPS of $4.46, up 4.2% from $4.28
Fiscal 2026 GAAP diluted EPS guidance raised to $14.85 to $15.35 from $14.55 to $15.25; adjusted diluted EPS guidance raised to $17.25 to $17.75 from $16.90 to $17.60
Repurchased 651,750 shares for $163.0 million in the quarter; $697.1 million remained available under the program as of February 28, 2026
FactSet said Kate Stepp, its former Chief Technology Officer, became Chief AI Officer, and Bob Stolte took over as Chief Technology Officer, both effective March 2, 2026. Stepp will lead the company's AI services for clients and report to CEO Sanoke Viswanathan, while Stolte will oversee the global technology organization, including cybersecurity and operational resilience.
Kate Stepp moves from Chief Technology Officer, a role she held since September 2022, to Chief AI Officer
Bob Stolte was appointed Chief Technology Officer, reporting to CEO Sanoke Viswanathan
Both appointments are effective March 2, 2026; the company announced them March 4, 2026
At its annual meeting on December 18, 2025, FactSet stockholders elected all ten directors to one-year terms, approved the 2025 Omnibus Incentive Plan, and approved a Third Amended and Restated Certificate of Incorporation. The charter change lowers the vote needed to amend the written-consent provision from supermajority to majority and took effect on December 22, 2025. The filing reports vote tallies but no new financial results.
Stockholders approved the 2025 Omnibus Incentive Plan with 28,798,109 votes for and 2,818,974 against.
The charter amendment changes the vote needed to amend the written-consent provision from supermajority to majority; it was filed in Delaware and became effective December 22, 2025.
Stockholders ratified Ernst & Young LLP as independent auditor for the fiscal year ending August 31, 2026, with 33,534,347 votes for.
Non-binding say-on-pay vote on fiscal 2025 executive compensation passed with 30,209,781 for and 1,396,936 against.
FactSet reported results for the first quarter of fiscal 2026, ended November 30, 2025, with GAAP revenue up 6.9% and GAAP diluted EPS up 4.4% from a year earlier. The company reaffirmed its fiscal 2026 outlook and its board raised the share repurchase authorization from $400 million to $1 billion, which matters to shareholders because it expands the capital available for buybacks while margins declined year over year.
GAAP revenues were $607.6 million, up 6.9% from $568.7 million; organic revenues grew 6.0% to $600.0 million.
GAAP diluted EPS was $4.06 versus $3.89; adjusted diluted EPS was $4.51, up 3.2%.
GAAP operating margin fell to 31.6% from 33.6%, and adjusted operating margin fell to 36.2% from 37.6%.
The board increased the repurchase authorization from $400 million to $1 billion; FactSet repurchased $139.9 million of stock in the quarter.
FactSet reported fourth-quarter fiscal 2025 GAAP revenue of $596.9 million, up 6.2%, and adjusted diluted EPS of $4.05, up 8.3%, while adjusted operating margin fell 200 basis points to 33.8%. The company guided fiscal 2026 GAAP diluted EPS to $14.55 to $15.25, below the $15.55 reported for fiscal 2025, and also disclosed a director resignation and bylaw changes.
Q4 GAAP revenue $596.9 million, up 6.2% from $562.2 million; organic revenue up 4.5%
Q4 GAAP diluted EPS $4.03, up 73.7%, aided by a gain on a business divestiture; adjusted diluted EPS $4.05, up 8.3%
Fiscal 2026 guidance: GAAP revenue $2,423 million to $2,448 million; GAAP diluted EPS $14.55 to $15.25; adjusted diluted EPS $16.90 to $17.60
Director James J. McGonigle, on the Board since 2002, resigned effective December 1, 2025; bylaws amended September 16, 2025
FactSet reported fiscal third-quarter 2025 results for the three months ended May 31, 2025, with GAAP revenue up 5.9% to $585.5 million while GAAP diluted EPS fell 5.4% to $3.87 on higher operating expenses. The company reaffirmed its fiscal 2025 guidance and announced that CEO Phil Snow will retire in early September 2025, succeeded by Sanoke Viswanathan, most recently CEO of International Consumer and Wealth at JPMorgan Chase.
GAAP revenue rose $32.8 million to $585.5 million; organic revenue grew 4.4% to $577.2 million.
GAAP operating margin fell to 33.2% from 36.6%; adjusted diluted EPS fell 2.3% to $4.27.
Fiscal 2025 guidance reaffirmed, including GAAP diluted EPS of $14.80 to $15.40.
Sanoke Viswanathan becomes CEO effective early September 2025; Snow remains a senior advisor through the end of the calendar year.
FactSet's board appointed Sanoke Viswanathan, a 15-year JPMorgan Chase veteran who is currently CEO of its International Consumer and Wealth business, as chief executive effective September 1, 2025 or another mutually agreed date. He will also join the board on that date, succeeding F. Philip Snow, who is retiring as CEO and director. The filing sets out a compensation package for Viswanathan that includes a $22,000,000 performance option award and a $13,000,000 make-whole cash payment, which shareholders will weigh alongside the leadership transition.
Viswanathan, age 50, has been CEO of JPMorgan's International Consumer and Wealth since June 2024; Snow notified the company of his retirement on May 28, 2025.
Snow stays on as a special advisor to the board and Viswanathan through November 15, 2025, or a later mutually agreed date, and his departure is not tied to any disagreement with the company.
Viswanathan's pay includes a $1,000,000 base salary, a 200% target cash bonus, and a $22,000,000 performance-vesting stock option award for fiscal 2026 and 2027 granted in fall 2025.
On April 8, 2025, FactSet entered a new credit agreement with PNC Bank as administrative agent, providing a $500 million senior unsecured term loan and a $1 billion senior unsecured revolving facility. The company borrowed the full $500 million term loan that day and used it primarily to repay the 2022 credit agreement, which it then terminated. The filing shows a refinancing of existing debt with longer maturities, and it sets a leverage covenant of no greater than 3.75 to 1.00.
Term facility of $500 million matures April 8, 2028; revolving facility of $1 billion matures April 8, 2030
Company borrowed $500 million under the term facility on April 8, 2025, mainly to repay the 2022 credit agreement
Loans priced at a margin of 0.875% to 1.625% over Term SOFR, SONIA or EURIBOR, depending on rating or leverage
Financial covenant requires a leverage ratio of no greater than 3.75 to 1.00 at each fiscal quarter end
FactSet reported results for the three months ended February 28, 2025, with GAAP revenue up 4.5% to $570.7 million and GAAP diluted EPS up 3.0% to $3.76, while GAAP operating margin fell to 32.5% from 33.3%. The company raised its fiscal 2025 GAAP revenue guidance but lowered its GAAP diluted EPS guidance, and left its adjusted diluted EPS guidance unchanged at $16.80 to $17.40, so the outlook is mixed for shareholders.
GAAP revenue of $570.7 million, up 4.5%; organic revenue of $568.0 million, up 4.0%
GAAP diluted EPS of $3.76, up 3.0%; adjusted diluted EPS of $4.28, up 1.4%
Fiscal 2025 GAAP revenue guidance raised to $2,305 million to $2,325 million from $2,285 million to $2,305 million
Fiscal 2025 GAAP diluted EPS guidance lowered to $14.80 to $15.40 from $15.10 to $15.70
FactSet reported first-quarter fiscal 2025 results for the three months ended November 30, 2024, with GAAP revenue up 4.9% and GAAP diluted EPS up 1.3% to $3.89, while GAAP operating margin fell to 33.6% from 34.9%. The company reaffirmed its fiscal 2025 outlook and also disclosed that its board elected Barak Eilam, former CEO of NICE Ltd., as a director.
GAAP revenue was $568.7 million, up 4.9% from $542.2 million a year earlier; organic revenue grew 4.7% to $567.7 million.
GAAP diluted EPS was $3.89, up from $3.84; adjusted diluted EPS was $4.37, up 6.1% from $4.12.
Free cash flow fell to $60.5 million from $138.7 million, a decrease of 56.4%.
The board elected Barak Eilam as a director on December 17, 2024, and appointed him to the Compensation and Talent Committee.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every FactSet filing is on SEC EDGAR ↗. 8-K briefs of other companies →