The beat and raised guidance confirm strong execution and AI-driven demand. Watch for continued ASV acceleration and margin expansion toward the 34.75%-35.25% adjusted operating margin target in FY2027.
Price Chart
Executive Summary
FactSet reported Q4 FY2026 adjusted diluted EPS of $4.52, a 4.6% beat vs consensus of $4.32, on organic revenue growth of 7.1% to $635.5M. The company issued FY2027 guidance for adjusted EPS of $19.25-$19.65 and revenue of $2.60-$2.625B, implying 5.0%-6.5% organic ASV growth. The bylaw amendments are routine governance updates.
Key Financial Metrics
Key Facts
- Q4 FY2026 adjusted diluted EPS of $4.52 beat consensus of $4.32 by 4.6%
- Q4 organic revenue grew 7.1% YoY to $635.5M
- Organic ASV grew 7.0% YoY to $2,568.2M, adding $168.2M
- FY2027 guidance: revenue $2.60-$2.625B, adjusted EPS $19.25-$19.65
- FY2027 organic ASV growth guided at 5.0%-6.5%
- FY2026 free cash flow was $707.5M, up 14.6% YoY
- Board adopted bylaw amendments on Sept 24, 2026, effective same day
- Company returned $808M to shareholders in FY2026 via buybacks and dividends
Financial Impact
Q4 adjusted EPS beat by $0.20 vs consensus; FY2027 guidance implies ~7% adjusted EPS growth at midpoint
Risk Factors
- GAAP operating margin compressed to 24.7% from 29.7% due to restructuring and incentive costs
- Organic ASV growth guidance of 5.0%-6.5% for FY2027 implies deceleration from 7.0% in FY2026
- Restructuring charges of $26.9M in Q4 may signal ongoing cost pressures
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-063888 |
| Document: amendedandrestatedby-laws.htm | 0001628280-26-063888 |
| Document: fds-20260924.htm | 0001628280-26-063888 |
| Document: 0001628280-26-063888-index-headers.html | 0001628280-26-063888 |
| Document: 0001628280-26-063888-index.html | 0001628280-26-063888 |
| Document: 0001628280-26-063888.txt | 0001628280-26-063888 |
| 8-K Data (Synthetic) | 0001628280-26-063888 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | DEFA14A | $327.77 | awaiting T+5 | — | $331.32 (+1.08%) |
Oct 26, 2026 today | DEF 14A | — | awaiting T+5 | — | — |
Oct 23, 2026 3d ago | Institutional Cluster | $331.32 | awaiting T+5 | — | $331.32 (+0.00%) |
Sep 30, 2026 26d ago | 8-K | $269.95 $272.78 | ▲ +1.05% | ▼ −0.86% | $331.32 (+22.73%) |
Sep 30, 2026 26d ago | Press Release | $269.95 $272.78 | ▲ +1.05% | ▼ −0.86% | $331.32 (+22.73%) |
Sep 25, 2026 4w ago | 8-K | $273.08 $266.00 | ▼ −2.59% | ▼ −2.37% | $331.32 (+21.33%) |
Sep 2, 2026 7w ago | Press Release | $305.91 $262.93 | ▼ −14.05% | ▼ −13.09% | $331.32 (+8.31%) |
Apr 8, 2026 28w ago | 8-K | $222.73 $230.54 | ▲ +3.51% | ▼ −0.01% | $331.32 (+48.75%) |
Mar 31, 2026 29w ago | Press Release | $216.89 $222.73 | ▲ +2.69% | ▼ −1.25% | $331.32 (+52.76%) |
Mar 31, 2026 29w ago | 8-K | $216.89 $222.73 | ▲ +2.69% | ▼ −1.25% | $331.32 (+52.76%) |
US Market Status
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