FactSet 8-K: Operations, Personnel, and Financial Updates

TL;DR

FactSet 8-K dropped: Ops, exec changes, financials updated. Check it.

AI Summary

FactSet Research Systems Inc. filed an 8-K on September 18, 2025, reporting on results of operations, financial condition, director/officer changes, and amendments. The filing covers events up to September 16, 2025, and includes information on compensatory arrangements and financial statements.

Why It Matters

This 8-K filing provides crucial updates on FactSet's operational and financial performance, as well as changes in its leadership and corporate structure, which are important for investors to monitor.

Risk Assessment

Risk Level: low — This is a routine 8-K filing providing standard corporate updates and does not indicate any immediate or significant risks.

Key Players & Entities

• FACTSET RESEARCH SYSTEMS INC (company) — Registrant
• Delaware (jurisdiction) — State of incorporation
• 1-11869 (company) — Commission File Number
• 13-3362547 (company) — I.R.S. Employer Identification No.
• 45 Glover Avenue Norwalk, Connecticut 06850 (address) — Principal executive offices
• September 16, 2025 (date) — Earliest event reported
• September 18, 2025 (date) — Date of report

FAQ

Key Financial Figures

• $0.01 — ange on which registered Common Stock, $0.01 Par Value FDS New York Stock Exchange L

Filing Documents

• fds-20250916.htm (8-K) — 32KB
• a20250915factset-amendedan.htm (EX-3.2) — 305KB
• fdsq42025earningsrelease.htm (EX-99.1) — 371KB
• 0001013237-25-000084.txt ( ) — 949KB
• fds-20250916.xsd (EX-101.SCH) — 3KB
• fds-20250916_def.xml (EX-101.DEF) — 15KB
• fds-20250916_lab.xml (EX-101.LAB) — 28KB
• fds-20250916_pre.xml (EX-101.PRE) — 16KB
• fds-20250916_htm.xml (XML) — 4KB

02 Results of Operations and Financial Condition

Item 2.02 Results of Operations and Financial Condition On September 18, 2025, FactSet Research Systems Inc. ("FactSet" or the "Company") issued a press release announcing its results for the three and twelve months ended August 31, 2025. A copy of the press release is furnished as Exhibit 99.1 hereto and incorporated by reference herein. The information furnished pursuant to this Item 2.02 (Results of Operations and Financial Condition), including Exhibit 99.1, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, and shall not be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended (the "Securities Act"), or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On September 16, 2025, the Board of Directors (the "Board") of FactSet Research Systems Inc. ("FactSet" or the "Company") received the resignation of James J. McGonigle as director of the Company, effective upon close of business on December 1, 2025. Mr. McGonigle has served on the Board since 2002. The resignation of Mr. McGonigle was not due to any disagreement with FactSet, its Board or its management on any matter relating to the Company's operations, policies or practices.

03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year

Item 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year On September 16, 2025, FactSet's Board amended and restated the Company's Amended and Restated By-Laws (the "Bylaws") effective immediately. The Bylaws were updated to: Clarify and enhance procedural mechanics in connection with the Company's existing majority voting standard for the election of directors in uncontested elections, including that any incumbent director nominee who fails to receive the requisite majority vote at an uncontested election will continue to serve as a holdover director and shall submit his or her irrevocable offer of resignation from the Board within 90 days from the date of the election for consideration by the Nominating and Corporate Governance Committee, which will recommend to the Board the action to be taken with respect to such offer of resignation; and Implement a plurality voting standard carve out for contested director elections. The foregoing description of the amended and restated Bylaws is qualified in its entirety by reference to the full text of the amended and restated Bylaws, which is attached hereto as Exhibit 3.2.

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits (d) Exhibits Exhibit No. Description 3.2 FactSet Research Systems Inc. Amended and Restated By-Laws 99.1 Press Release of FactSet Research Systems Inc., dated September 18, 2025, announcing its results for the three and twelve months ended August 31, 2025 104 Cover page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101)

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized. FACTSET RESEARCH SYSTEMS INC. (Registrant) September 18, 2025 By: /s/ HELEN L. SHAN Helen L. Shan Executive Vice President, Chief Financial Officer (Principal Financial Officer)

View Full Filing

View this 8-K filing on SEC EDGAR