Overview

* FactSet Q4 GAAP revenue rises 6.2% yr/yr, beating analyst expectations, per LSEG data

* Q4 GAAP diluted EPS up 73.7% yr/yr, adjusted EPS misses estimates, per LSEG data

Outlook

* FactSet expects fiscal 2026 GAAP revenue of $2.423 bln to $2.448 bln

* Company anticipates organic ASV growth of $100 mln to $150 mln in fiscal 2026

* FactSet projects fiscal 2026 GAAP EPS between $14.55 and $15.25

* Company forecasts adjusted EPS of $16.90 to $17.60 for fiscal 2026

Result Drivers

* REVENUE GROWTH - Driven by institutional buy-side and wealth clients, contributing to a 6.2% increase in GAAP revenues

* OPERATING MARGIN - Improvement due to revenue growth and resolution of a sales tax dispute, despite higher employee costs

* EPS INCREASE - Boosted by revenue growth, a gain on divestiture, and lower operating expenses

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $596.90 $593.50

Revenue mln mln (14

Analysts

)

Q4 Miss $4.05 $4.13

Adjusted (17

EPS Analysts

)

Q4 EPS $4.03

Q4 33.8%

Adjusted

EBIT

Margin

Q4 EBIT 29.7%

Margin

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 13 "hold" and 5 "sell" or "strong sell"

* The average consensus recommendation for the professional information services peer group is "buy."

* Wall Street's median 12-month price target for Factset Research Systems Inc ( FDS ) is $413.06, about 18.6% above its September 17 closing price of $336.04

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)