FactSet provides data and AI solutions and open, flexible technologies—combining extensive multi-asset data, analytics, and AI-enabled tools—to support investment, dealmaking, and advisory workflows for financial professionals worldwide.

# FactSet Research Systems Inc.

## Overview
FactSet provides data and AI solutions for financial markets, delivering open and flexible technologies and financial intelligence to finance professionals worldwide. Its platform combines extensive data, analytics, and AI-enabled tools to support investment, dealmaking, and advisory workflows.

## Core solutions and offerings
- Multi-asset class data and solutions:
  - Desktop and mobile workstations
  - Portfolio analytics
  - Enterprise data solutions
  - AI-enabled solutions
- Open and flexible data and technology offerings:
  - Cloud-based digital solutions
  - APIs
  - Model Context Protocol (MCP) servers
- Managed services that extend clients’ internal teams to support data, performance, risk, reporting, and AI-enabled workflows
- AI embedded across offerings to improve data discovery and automate routine workflows

## Customers and users
- More than 9,200 clients
- Over 260,000 professionals using FactSet solutions

## Segments and geographic mix
- Three reportable segments: Americas, EMEA, and Asia Pacific
- Fiscal 2026 revenue mix: Americas 65%; EMEA 24%; Asia Pacific 11%

## Markets served and use cases
- Client types: institutional asset managers, bankers, wealth managers, asset owners, partners, hedge fund professionals, corporate users, private equity and venture capital professionals, and market infrastructure participants
- Applications across the investment lifecycle:
  - Investment research
  - Portfolio construction and analysis
  - Trade execution
  - Performance measurement
  - Risk management and reporting
- Banking solutions for company and market research; wealth solutions for home office, advisory, and client engagement workflows

## Corporate profile
- Founded in 1978
- Dual-listed on the NYSE and Nasdaq under the symbol FDS
- Member of the S&P 500 since December 2021

## Footprint and presence
- Americas: offices in eight U.S. states; data centers in two U.S. states; offices in Brazil and Canada
- EMEA: offices in Bulgaria, France, Germany, Italy, Latvia, Luxembourg, the Netherlands, Sweden, the United Arab Emirates, and the United Kingdom
- Asia Pacific: offices in Australia, China, Hong Kong SAR, India, Japan, the Philippines, and Singapore

## Revenue model
- Primarily subscription-based sales of data and solutions
- Managed services offered as an extension of client teams

FactSet Research Systems Inc. is a global financial digital platform that provides data and technology solutions to investment professionals.


# FactSet Research Systems Inc. Overview

## Company Profile
- **Founded**: 1978
- **Publicly Traded Since**: June 1996
- **Stock Symbols**: NYSE & NASDAQ: FDS
- **S&P 500 Membership**: Since December 2021

## Business Overview
FactSet Research Systems Inc. operates as a global financial digital platform and enterprise solutions provider. It offers open and flexible technologies aimed at enhancing financial intelligence. FactSet's platform provides expansive data, sophisticated analytics, and technology solutions for global financial professionals, accelerating their investment processes.

### Key Offerings
- **Products and Services**:
  - Workstations
  - Portfolio analytics
  - Enterprise data solutions
  - Managed services (supporting data, performance, risk, and reporting workflows)

### Client Base
- **Total Clients**: 8,217
- **Total Users**: 216,381 investment professionals
- **Client Types**: 
  - Institutional asset managers
  - Bankers
  - Wealth managers
  - Asset owners
  - Hedge funds
  - Private equity and venture capital firms

### Financial Metrics (Fiscal 2024)
- **Total Revenue**: Data not explicitly mentioned, but revenues are primarily derived from multi-asset class data subscriptions.
- **Annual Subscription Value (ASV) Retention**: Greater than 95%
- **Annual Client Retention**: Approximately 90%
- **ASV Composition**: Buy-side clients accounted for about 82% of Organic ASV.

### Employee Base
- **Total Employees**: 12,398
  - **By Region**:
    - Asia Pacific: 8,632 (70%)
    - Americas: 2,367 (19%)
    - EMEA: 1,399 (11%)

### Operational Segments
FactSet operates through three geographic segments:
1. **Americas**: 
   - **Revenue Contribution**: 64% of total revenue
   - **Offices**: 13 U.S. locations, plus Brazil and Canada.

2. **EMEA**: 
   - **Revenue Contribution**: 26% of total revenue
   - **Offices**: 11 locations across Europe, the Middle East, and Africa.

3. **Asia Pacific**: 
   - **Revenue Contribution**: 10% of total revenue
   - **Offices**: 10 locations across Australia, China, India, Japan, the Philippines, and Singapore.

### Business Strategy
FactSet aims to be a trusted partner across the financial services spectrum by:
- **Expanding Data Offerings**: Scaling up its data ecosystem for high-quality connected data.
- **Embedding Deeper in Client Workflows**: Enhancing integration into clients' operations.
- **Innovating with AI**: Implementing AI technologies to improve product offerings and capabilities.

## Conclusion
FactSet serves a diverse client base with a strong focus on technology and data solutions that meet the needs of investment professionals globally. With a substantial employee base and a high retention rate for its subscription services, the company is well-positioned for future growth within the financial information services industry.


FACTSET RESEARCH SYSTEMS INC

10-K / October 20, 2026

10-K / October 29, 2024

10-K / October 20, 2026

FactSet Research Systems Inc.

Overview

Core solutions and offerings

Customers and users

Segments and geographic mix

Markets served and use cases

Corporate profile

Footprint and presence

Revenue model