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NYSE: FDS FACTSET RESEARCH SYSTEMS INC 8-K

FactSet reports 7.1% organic ASV growth, appoints Joshua Warren as CFO

Filed July 1, 2026 · Period ending July 1, 2026 · ~1 min read

Key Changes

  • high

    Organic ASV grew 7.1% year-over-year to $2.49 billion, with GAAP revenues up 6.4% to $622.9 million, reflecting continued demand across institutional and wealth management clients.

    Exhibit 99.1 verify on EDGAR →
  • high

    Adjusted diluted EPS rose 6.1% to $4.53 despite GAAP EPS declining to $3.50 from $3.87, as one-time compensation charges and CEO costs pressured GAAP operating margin to 26.7% from 33.2%.

    Exhibit 99.1 verify on EDGAR →
  • high

    Company returned $243.4 million to shareholders in Q3 ($203.1 million buybacks, $40.3 million dividends) and raised quarterly dividend $0.06 to $1.16 per share, marking 27 consecutive years of increases.

    Exhibit 99.1 verify on EDGAR →

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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Source-verified from EDGAR · Narrative written by AI · Jul 6, 2026 · How we verify