FactSet's Q4 beat and fiscal 2027 guidance for 5.0%-6.5% organic ASV growth and 8% adjusted EPS growth confirm the AI-driven subscription momentum. Watch for continued AI solution attach rates and renewal contract length trends in Q1 fiscal 2027 as leading indicators of durable revenue expansion.
Price Chart
Executive Summary
FactSet reported Q4 fiscal 2026 adjusted diluted EPS of $4.52, a 4.0% beat vs the $4.35 consensus, on revenues of $634.7M (+6.3% YoY, above the $629.8M consensus). Organic ASV growth accelerated to 7.0% YoY, AI solutions ASV more than doubled, and the company issued fiscal 2027 guidance for organic ASV growth of 5.0%-6.5% and adjusted EPS of $19.25-$19.65, implying continued momentum.
Key Financial Metrics
Key Facts
- Q4 GAAP revenues $634.7M, +6.3% YoY; organic revenues +7.1% YoY
- Adjusted diluted EPS $4.52 vs consensus $4.35 (+4.0% beat) and prior year $4.05 (+11.6% YoY)
- Organic ASV $2,568.2M, +7.0% YoY (+$168.2M), a record increase
- AI solutions ASV added in fiscal 2026 more than doubled year over year
- Fiscal 2027 guidance: revenues $2.60B-$2.625B, adjusted EPS $19.25-$19.65, organic ASV growth 5.0%-6.5%
- Returned $179M to shareholders in Q4 ($138M buybacks + $41M dividends); $808M returned in fiscal 2026
- Annual ASV retention above 95%; average renewal contract length increased ~30% in Q4
- GAAP operating margin 24.7% (down from 29.7%) due to restructuring charges and incentive comp; adjusted operating margin 33.0% (down from 33.8%)
Financial Impact
Q4 revenue beat consensus by ~$4.9M (+0.8%); adjusted EPS beat by $0.17 (+4.0%). Fiscal 2027 revenue guidance midpoint $2.6125B implies ~5.5% YoY growth, with adjusted EPS guidance midpoint $19.45 implying ~8.0% YoY growth.
Risk Factors
- GAAP operating margin compression from restructuring charges and incentive compensation may persist
- Fiscal 2027 organic ASV growth guidance of 5.0%-6.5% implies deceleration from 7.0% in fiscal 2026
- Macroeconomic headwinds could pressure financial services client budgets and renewal rates
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3371739 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | DEFA14A | $327.77 | awaiting T+5 | — | $323.39 (−1.34%) |
Oct 26, 2026 today | DEF 14A | — | awaiting T+5 | — | — |
Oct 23, 2026 3d ago | Institutional Cluster | $331.32 | awaiting T+5 | — | $323.39 (−2.39%) |
Sep 30, 2026 26d ago | 8-K | $269.95 $272.78 | ▲ +1.05% | ▼ −0.86% | $323.39 (+19.80%) |
Sep 30, 2026 26d ago | Press Release | $269.95 $272.78 | ▲ +1.05% | ▼ −0.86% | $323.39 (+19.80%) |
Sep 25, 2026 4w ago | 8-K | $273.08 $266.00 | ▼ −2.59% | ▼ −2.37% | $323.39 (+18.42%) |
Sep 2, 2026 7w ago | Press Release | $305.91 $262.93 | ▼ −14.05% | ▼ −13.09% | $323.39 (+5.71%) |
Apr 8, 2026 28w ago | 8-K | $222.73 $230.54 | ▲ +3.51% | ▼ −0.01% | $323.39 (+45.19%) |
Mar 31, 2026 29w ago | Press Release | $216.89 $222.73 | ▲ +2.69% | ▼ −1.25% | $323.39 (+49.10%) |
Mar 31, 2026 29w ago | 8-K | $216.89 $222.73 | ▲ +2.69% | ▼ −1.25% | $323.39 (+49.10%) |
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