Every material Form 8-K FactSet filed with the SEC in 2026, 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
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 →