Factset

FDS

시가총액 US$107억

FactSet's expanding AI adoption, automation-driven efficiency & strong free cash flow support growth, but rising competition & margin pressures pose risks.

I track an investable universe of 50 high-quality dividend growth stocks to identify attractive entry points based on valuation and future return potential. Applied Materials, D.R. Horton, and Home Depot saw notable ranking improvements due to upgraded EPS growth estimates and/or favorable valuation shifts. 44 out of 50 stocks currently offer a forward return estimate of at least 10%, with 32 appearing potentially undervalued based on free cash flow mean reversion.

NORWALK, Conn., Oct. 08, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a leading global intelligence and AI solutions provider to the financial markets, today announced an expansion of its partnership with Scotia Wealth Management, part of the Scotiabank group of companies.

Integration streamlines investor onboarding to private funds, digitalizes fund subscriptions, and centralizes investment reporting for institutional investors wealth managers NEW YORK, October 6, 2026 /PRNewswire/ -- SUBSCRIBE, the global fintech company providing the leading enterprise operating system for alternative investments, today announced a strategic partnership with FactSet (NYSE: FDS | NASDAQ: FDS), a leading global data and AI solutions provider to the financial markets. The partnership integrates SUBSCRIBE's private markets workflow and data solution into FactSet's leading platform for trusted data, research, & analytics, and advisor and client intelligence, delivering an end-to-end private markets experience for institutional investors and wealth managers.

FactSet (FDS) is upgraded to Hold as fundamentals improved and valuation is now attractive after prior underperformance. FDS reported FY26 revenue up 6.7% to $2.48B, with free cash flow growing 14.6% to $707.5MM, though margin compression persists. AI product traction is accelerating, with AI-related solutions comprising over 10% of new ASV in Q4 and strong MCP adoption.

FactSet Research Systems Inc. (NYSE:FDS) on Wednesday posted upbeat earnings for the fourth quarter and issued weaker-than-expected fiscal 2027 guidance.

FactSet Research Systems faces AI disruption fears after OpenAI's Astra launch, but concerns are likely exaggerated given FDS's platform depth and trust factor. FDS's unified, end-to-end platform and deep client integration create high switching costs, differentiating it from AI-enabled competitors with narrower offerings. AI adoption drives FDS's operational efficiency, with 40% of code AI-authored and workforce reduced by 10%, supporting margin expansion and subscription growth.

FactSet Research Systems Inc. (FDS) Q4 2026 Earnings Call Transcript

FDS's Q4'26 earnings and revenues beat estimates as organic ASV rises 7%, while the FY27 guidance points to continued growth.

FactSet Research Systems NYSE: FDS reported record fourth-quarter organic annual subscription value, or ASV, growth for fiscal 2026, as the financial-data provider cited demand for AI-enabled products, data feeds and enterprise agreements.