Factset Research Systems Inc (FDS) — SEC Filings
Factset Research Systems Inc (FDS) — 32 SEC filings. Latest: 8-K (Apr 8, 2026). Includes 18 8-K, 6 10-Q, 2 DEF 14A.
View Factset Research Systems Inc on SEC EDGAR
Overview
Factset Research Systems Inc (FDS) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Apr 8, 2026: On April 2, 2026, FactSet Research Systems Inc. filed an 8-K report detailing the departure of certain officers and the appointment of new ones, along with updates to compensatory arrangements. The filing also includes financial statements and exhibits related to these changes.
Sentiment Summary
Across 32 filings, the sentiment breakdown is: 4 bullish, 28 neutral. The dominant filing sentiment for Factset Research Systems Inc is neutral.
Filing Type Overview
Factset Research Systems Inc (FDS) has filed 18 8-K, 2 DEF 14A, 2 10-K, 6 10-Q, 2 SC 13G, 2 SC 13G/A with the SEC between Jan 2024 to Apr 2026.
Filings by Year
Recent SEC Filings (32)
Risk Profile
Risk Assessment: Of FDS's 28 recent filings, 0 were flagged as high-risk, 5 as medium-risk, and 23 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Key Executives
- Sanoke Viswanathan
- Malcolm Frank
- Robin A. Abrams
- James J. McGonigle
- Christopher McLoughlin
- F. Philip Snow
- Michael J. McDonough
- Eleanor R. Rand
- Robert J. W. Stone III
Industry Context
FactSet operates in the financial data and analytics industry, a sector characterized by increasing demand for sophisticated data solutions and technological innovation. Competitors include Bloomberg, Refinitiv (an LSEG business), and S&P Global. The industry is driven by the need for real-time data, advanced analytics, and integrated workflows for financial professionals.
Top Tags
financial-reporting (6) · financials (6) · 10-Q (5) · executive-compensation (4) · corporate-governance (3) · Financial Technology (3) · board-changes (3) · governance (3) · filing (2) · sec-filing (2)
Executive Compensation
From the most recent DEF 14A filing (Oct 27, 2025):
- Sanoke Viswanathan — Chief Executive Officer
- Malcolm Frank — Chair
- Robin A. Abrams — Director
- Siew Kai Choy — Director
- Barak Eilam — Director
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Filing Date | 2025-10-27T00:00:00.000Z | Date DEF 14A was filed |
| Annual Meeting Date | 2025-12-18T00:00:00.000Z | Date of the 2025 Annual Meeting of Stockholders |
| Number of Director Nominees | 10 | Number of individuals nominated for election to the Board |
| Fiscal Year for Auditor Ratification | 2026 | Fiscal year for which Ernst & Young LLP is appointed |
| Year of Employee Stock Purchase Plan | 2025 | Year of the proposed Employee Stock Purchase Plan |
| Year of Omnibus Incentive Plan | 2025 | Year of the proposed Omnibus Incentive Plan |
| CEO Appointment Date | 2025-09-08T00:00:00.000Z | Date Sanoke Viswanathan assumed CEO role |
| Board Chair Appointment Date | 2025-09-17T00:00:00.000Z | Date Malcolm Frank was appointed Board Chair |
| Lead Independent Director Retirement Date | 2025-12-01T00:00:00.000Z | Date James J. McGonigle will retire from the Board |
| New Independent Directors | 4 | Number of new independent directors appointed since 2021 |
| Market Value of Common Stock | $17.51B | as of February 28, 2025, held by non-affiliates |
| Shares Outstanding | 37,456,326 | as of October 15, 2025 |
| Americas Segment Revenue | 65% | percentage of total revenues during fiscal 2025 |
| EMEA Segment Revenue | 25% | percentage of total revenues during fiscal 2025 |
| Asia Pacific Segment Revenue | 10% | percentage of total revenues during fiscal 2025 |
Forward-Looking Statements
- {"claim":"Vanguard will maintain a significant, passive stake in FactSet Research Systems Inc. for the foreseeable future.","entity":"The Vanguard Group","targetDate":"December 31, 2024","confidence":"high"}
- {"claim":"FactSet's stock price will not be significantly impacted by this minor adjustment in Vanguard's holdings.","entity":"FactSet Research Systems Inc.","targetDate":"March 31, 2024","confidence":"high"}
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Frequently Asked Questions
What are the latest SEC filings for Factset Research Systems Inc (FDS)?
Factset Research Systems Inc has 32 recent SEC filings from Jan 2024 to Apr 2026, including 18 8-K, 6 10-Q, 2 DEF 14A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of FDS filings?
Across 32 filings, the sentiment breakdown is: 4 bullish, 28 neutral. The dominant sentiment is neutral.
Where can I find Factset Research Systems Inc SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Factset Research Systems Inc (FDS) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Factset Research Systems Inc?
Key financial highlights from Factset Research Systems Inc's most recent 10-K include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for FDS?
The investment thesis for FDS includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Factset Research Systems Inc?
Key executives identified across Factset Research Systems Inc's filings include Sanoke Viswanathan, Malcolm Frank, Robin A. Abrams, James J. McGonigle, Christopher McLoughlin and 4 others.
What are the main risk factors for Factset Research Systems Inc stock?
Of FDS's 28 assessed filings, 0 were flagged high-risk, 5 medium-risk, and 23 low-risk.
What are recent predictions and forward guidance from Factset Research Systems Inc?
Recent forward-looking statements from Factset Research Systems Inc include guidance on {"claim":"Vanguard will maintain a significant, passive stake in FactSet Research Systems Inc. for the foreseeable futur and 1 other predictions.